Taste Gourmet: Multibagger Reopening Play
The relaxing of restrictions by Hong Kong makes Taste Gourmet Group Ltd (8371 HK) a great reopening play, trading at 8.8x FY22e/5.6x FY23e PE and a...
2.3k Views
The Week That Was in ASEAN@Smartkarma - Grab Expands, Alfamart, and Mapletree Mega-Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
435 Views
Overview of My Winners and Losers in 2021... And 5 High Conviction Ideas Going Into 2022
2021's vintage of 5 High Conviction Ideas did extremely well led by star performer Pc Partner. Our new selection for 2022 will hopefully have some...
1.4k Views
Taste Gourmet: Great Reopening Play
Taste Gourmet is a restaurant operator trading at 5.8x FY22 PE (4x PE ex-cash) with 29% of the market capitalization cash and a 9% dividend yield....
1.5k Views
Taste Gourmet: Positive Profit Alert for H1 2022
Taste Gourmet is a small restaurant operator in Hong Kong trading at 6.5x FY22 PE with a 7.9% dividend yield and around 24% of its market...
307 Views