EC Healthcare (2138 HK): Surging Revenue; Poised for Profitability Improvement; Future Looks Bright
Despite consistent revenue growth, EC Healthcare is seeing declining profitability due to cost pressure. Turnaround is expected with the return of...
688 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - September 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety for Asia.
1.1k Views
Perfect Medical : Previewing the H1 FY24, Soft China To Lessen Growth
Perfect Medical trades at 12.7x PE FY24e, with an 8.7% dividend yield and around 16% of the market capitalization in net cash and investments (~800...
969 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2023
We cover our top picks in our high ROCE coverage list. Perfect Medical, Taste Gourmet, Water Oasis, Keepers Holdings, Uchi Technologies, Multi...
846 Views
Perfect Medical Management FY23 Concall: Highlights Bright Outlook for FY24, Aggressive Expansion
Highlights of our concall with Perfect Medical trading at a 10.8x FY24e PE valuation. Company is embarking on a expansion plan to increase centers...
954 Views