Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 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.
783 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
Saigon Cargo Services (SCS VN): Q3 2024 Preview Strong As Ever
Trading at 10.7x PE FY24 and a 9% dividend yield, we cover catalysts such as the Long Thanh airport bidding and the corporate tax change to 20% in...
531 Views
Saigon Cargo Services (SCS VN): August Volumes of 40% YoY, Correction Provides An Opportunity
We provide an update on Saigon Cargo Services (SCS VN) volumes. Trading at 11.9x FY24 PE, net cash, with an 8% dividend yield and ROEs consistently...
592 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