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.
1.9k 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.
783 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...
718 Views