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
Perfect Medical (1830 HK) H1 FY25 Earnings: Resilient Yield Despite Weak HK Sentiment
We summarize our gleanings from the H1 FY25 earnings for Perfect Medical. Trading at <10x with a dividend yield of >10% and net cash with an...
792 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
1.2k Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 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...
807 Views
Perfect Medical (1830 HK): Resilient FY24 And 12.5% Trailing Dividend Yield
We summarize the FY24 results of Perfect Medical. With an attractive trailing yield of 12.5%, net cash and ROE> 50% this is a company worth exploring
724 Views