Saigon Cargo Services (SCS VN): Good Q1 2024 in the Bag, More Catalyst To Come
We review the Q1 FY24 earnings for Saigon Cargo Svcs.Trading at 12.5x PE with 15% of the market cap in cash and a 6.8% dividend yield with 40+%...
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Sai Gon Cargo Services (SCS VN) Update: Price Hikes, Strong Q1 2024 Operational Numbers
We provide a recent update on Saigon Cargo Services, which recently effected price hikes on its service charges, a new customer, and strong Q1 FY24...
424 Views
Sai Gon Cargo Service (SCS VN): 11.5x FY24e PE, ~7% Dividend Yield, >70% Net Margin Business
SCS VN is net cash (16% of market cap), trading at 11x FY24 PE, with >7% dividend yield (assuming 80% payout ratio), >75% EBITDA margins/>70% net...
341 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...
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The Week That Was in ASEAN@Smartkarma - Ace Hardware's Lifestyle, AKR Corporindo, and Sai Gon Cargo
The past week saw insight on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ) Sai Gon Cargo Service (SCS VN), Delta Djakarta (DLTA IJ),...
244 Views