Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 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.
777 Views
Primer: Perfect Medical Health (1830 HK) - Dec 2025
Perfect Medical is navigating a challenging retail environment, particularly in its core Hong Kong market, which has led to significant revenue...
324 Views
Perfect Medical (1830 HK): Cost-Cutting Initiatives Bearing Fruit, Demand Recovery Needs Monitoring
We summarize the Perfect Medical (1830 HK) results for H1FY26 and the post-results call with management for an outlook on H2FY26e.
308 Views
Perfect Medical (1830 HK): Postcard from Hong Kong, October 2025
Summary of HK meeting with Perfect Medical (1830 HK): retail conditions show mild improvement, but persistent structural headwinds continue to...
650 Views
Signs of Prudent Management
We reference three holdings from regions across the world to demonstrate the signs that we like when gauging management prudence.
466 Views