2025 High Conviction: DFI Retail - Churning Free Cash by Turning the Right Levers
DFI Retail is overcoming challenges with strategic shifts and cost reductions. With an attractive dividend yield, strong cash flow, and earnings...
601 Views
Sheng Siong Q3 2024: Great Quarter Again, But We Aren't Fans of the Property Transaction
We summarize Sheng Siong (SSG SP) Q3 2024 and the recent property transaction, trading at 16.7x PE, with a 4% dividend yield and 300 mn SGD net...
648 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - May 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...
734 Views
Sheng Siong (SSG SP) FY23: Resilient Earnings Despite Margin Pressure, FY24 Flattish
We summarize the FY23 results of Sheng Siong. Trading at 17x PE with an ROCE>20% for 16 years and 15% of the mkt cap in cash with a 70% payout...
533 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2023
We cover our top picks in our high ROCE coverage list. Perfect Medical, Taste Gourmet, Water Oasis, Keepers Holdings, Uchi Technologies, Multi...
846 Views