Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - May 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...
650 Views
Keepers Holdings FY23 Concall Highlights: Premiumization Growth Trajectory to Continue
We summarize the concall for Keepers Holdings. The stock trades at an attractive 6.9x FY23 PE and a 7.7% dividend yield (50% payout ratio for FY24...
477 Views
The Week That Was in ASEAN@ Smartkarma - MAPI & Boycotts, Ace Hardware Reborn, and VinFast's Trouble
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Ace Hardware Indonesia (ACES IJ), Vinfast (VFS US), The Keepers Holdings (KEEPR PM), and...
394 Views
Keepers Holdings (KEEPR PM) FY23: 30% YoY, Net Cash, Growth 6.8x PE, And A 7.6% Dividend Yield
We summarize the stellar results of KEEPR PM trading at 6.9x FY23 PE (net cash) and a 7.5% dividend yield with 5 Year - 25% CAGR profit growth
748 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - April 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...
883 Views