Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 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...
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Taste Gourmet (8371 HK): Q3 FY24 Preview and Future Catalysts
We preview Taste Gourmet's earnings for Q3 FY24 in May. Trading at 6x PE with an 8.6% dividend yield and 21% of the market cap in cash, with...
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We name...
960 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety for Asia.
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Taste Gourmet Group (8371 HK): Synthetic Expert Call Transcript (30 Jun 2026)
Superior Cost Control and Multi-Brand Leverage: Taste Gourmet’s ability to sustain 10% to 12% net margins in Hong Kong’s hyper-competitive...
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