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...
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HK High ROCE - Compounders Hiding in Plain Sight
Eight HK-listed names with a 33% median ROCE, annual dividends since FY20, and a 9.4x median P/E. Median total return: 214% since 2020. Best value:...
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Water Oasis: Six Years Later, the Value Trap Never Arrived
Our 2020 concerns were mostly valid, but Water Oasis shows that an imperfect business can still reward owners when durability and valuation...
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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...
185 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.
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