Medical Beauty Plays in Hong Kong: Perfect/Water Oasis and Flameglow: A Better Retail Environment?
We contrast all the beauty plays in HK, i.e., Water Oasis, Perfect Medical, Flameglow, and EC healthcare. We provide commentary on their recent...
464 Views
Water Oasis (1161 HK): Positive Profit Alert, Tailwind From HK Retail Rebound
With the recent profit alert from Water Oasis for H1FY26, the stock trades at a 5x PE ratio with a 10% dividend yield (on a 50% payout). We will...
139 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - May 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
1.8k Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
740 Views
Parsing The Water Oasis (1161 HK) FY24 Profit Warning: Ex-One Offs Indicate Flat To Slight Growth
We parse Water Oasis's (1161 HK) profit warning and establish that, on core earnings, the stock trades at 6x PE, 1.7x EV-EBITDA, a 10% dividend...
680 Views