HK High ROCE - Compounders Hiding in Plain Sight
Eight HK-listed names with a 33% median ROCE, annual dividends since FY20, and a 9.4x median P/E. Median total return: 214% since 2020. Best value:...
228 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - May 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.
1.9k Views
Taste Gourmet (8371 HK): FY25 Earnings Preview, 5.5x PE, 2x EV-EBITDA and 10% Dividend Yield
We preview Taste Gourmet's FY25 earnings and highlight key catalysts that investors will focus on in the results. Trading at 5.5x FY25 PE, 2x EV...
933 Views
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