Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety and list...
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23 Dividend Yielding Small/Mid Caps - Report Card for 2023
We compile a report card for dividend-yielding mid-caps that filter out favorable characteristics of having net cash, decent ROEs, growth, etc. We...
1.3k Views
UMP Healthcare 722 HK: Weak Q4 Lead to A Disappointing FY23, Worst Behind Us
After a disappointing end to FY23 believe the worst is behind us. The stock trades at 5.9x FY24 PE, with ~50% of the market cap in cash and an FY24...
801 Views
UMP Healthcare Webinar Key Takeaways - Consolidation on the Investment Phase
UMP trades at 6.5x/5.8x PE FY23e/FY24e with a dividend yield of 7.7%/8.7% and 44% of the market capitalization in cash. We held a webinar with the...
805 Views
Smartkarma Corporate Webinar | UMP Healthcare: An Undervalued Gem in Hong Kong’s Healthcare Market
For our next Corporate Webinar, we are glad to welcome UMP Healthcare’s Chief Investment & Project Officer, Patrick Cheung, alongisde Smartkarma...
1k Views