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...
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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 (8371 HK): 6.5x PE, 8.5% Div Yield/Tailwinds From An Improving HK Retail Environment
Taste Gourmet trades at a 6.5x FY26 PE with >35% of the mkt cap in cash and a 8.5% dividend yield (based on a 55% payout ratio). We preview the...
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Taste Gourmet (8371 HK) H1 FY26 Earnings: 6.8x PE with 8.6% Yield, Cash Now 31% of Market Cap
We summarize the results of Taste Gourmet (8371 HK)—trading at 6.8x FY26 PE, with an 8.6% dividend yield and 30% of its market cap in cash. The...
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