Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - December 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
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Oriental Watch (398 HK) H1 FY25 and Mgmt Meeting: Resilient 14% Yield Despite Tough Environment
We summarize our gleanings from the Oriental Watch (398 HK) results for H1 FY25 and a few key points of our meeting with management.
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Oriental Watch 398 HK Earnings Preview H1 FY25: Resilient at 7.2x PE, 14% Yield, 52% Mkt Cap in Cash
We provide a preview for the H1 FY25 earnings of Oriental Watch 398 HK. The stock trades at 7.2x FY25 PE with 52% of the market capitalization in...
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Oriental Watch (398 HK): Sluggish Sales But Deep Value And Rolex Resilience
We provide an update on Oriental Watch. Trading at 7.7x PE with 60% of the market capitalization in cash and a 13% dividend yield there is deep...
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Oriental Watch: Gone Ex-Dividend, Higher Yield, But Sales Softening in The Short-Term
Oriental Watch (398 HK) went ex-dividend on the 4th of October. The stock went down more than it paid out and now trades at 6x trailing PE with...
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