Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - September 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
1k Views
Perfect Medical (1830 HK): Gleanings from the Annual Report and Presentation For FY24
We summarize our learnings from Perfect Medical's (1830 HK) annual report. Trading at a 12% dividend yield and 17% of its market capitalization in...
560 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - July 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
811 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - June 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
931 Views
Water Oasis (1161 HK): Dividend Cut As Company Gets Conservative
We summarize Water Oasis's earnings for H1 FY24 and the disappointing dividend cut. Trading at 8x PE with a ~10% dividend yield on our numbers, it...
711 Views