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....
806 Views
Taste Gourmet Q2 2023, Far Better Than Expectations 5.3x PE, 27% Mkt Cap In Cash, 9% Yield
There is great value in Taste Gourmet trading at a 9% dividend yield, with 27% of the market capitalization in cash and 5.6x PE FY24e.
637 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...
764 Views
Dickson Concepts 113 HK: Straight From The Ben Graham Stable, >40% Discount to NCAV
Dickson Concepts Intl (113 HK), an HK distributor of luxury goods, is a classic example of a Graham net-net with a >40% discount to NCAV (Net...
850 Views
Taste Gourmet: What to Expect From the 2023 Results
Based on our estimates of 72/112 mn HKD for FY23/24e, Taste Gourmet trades at 8x/5x FY23e/FY24e with a 7.6%/11.9% dividend yield (60% payout...
816 Views