Multi Bintang (MLBI) Q4 2023: Growth Resumes, 7% Div Yield On the Cards, With >70% ROCE
We summarize the results of Multi Bintang(MLBI IJ). Trading at a 13.6x PE, 7% dividend yield, net cash, and ROCE of over 70% with a 60% share of...
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 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...
889 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety and list...
741 Views
Shortlist Of 2024 High Conviction Ideas: Income, Value, and Margin of Safety
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety....
896 Views
Bali Tourism Recovery: Positive for Indonesian Beer Company Multi Bintang (MLBI IJ)
A way to play the recovery in tourism to Indonesia is through Multi Bintang Indonesia (MLBI IJ) which is trading at 15.9x/13x FY23e/24e with a 6.3%...
921 Views