Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 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.
1.3k Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - July 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...
811 Views
Multibintang Q1 FY24: Soft Start, Down to 13x PE and a >7% Dividend Yield
We summarize the earnings of Multi Bintang (MLBI IJ), the market leader in Indonesia for beer consumption, which trades at 13x FY23 PE and >7%...
628 Views
Delta Djakarta (DLTA IJ) Q4 2023: Return to Growth, Prefer MLBI IJ as Market Leader
We summarize the results of Delta Djakarta (DLTA IJ), one of the listed Indonesian beer companies trading at 13x FY23 PE with 25% of the market cap...
507 Views
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...
827 Views