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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Water Oasis (1161 HK) H1FY26: Service Revenue Growth Inflects And More Cash Gushes In
Water Oasis trades at 5.7x PE, with a net cash position and an 8.8% dividend yield, despite the rally following its upbeat results. An improving...
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Water Oasis (1161 HK) - Getting Silly, Cash Now 118% of Market Capitalization
Water Oasis (1161 HK) has become an interesting situation in which cash now exceeds market capitalization by nearly 20%. The stock trades at a 5.1x...
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A Look at Hong Kong's Beaten-Down Beauty Service Stocks
The Hong Kong beauty service industry is among the hardest-hit throughout the pandemic. We recommend focusing solely on the highest-quality and...
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