Primer: Water Oasis (1161 HK) - Oct 2025
Water Oasis operates a resilient, dual-engine business model combining beauty services and product retail, primarily in Hong Kong. This...
538 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - June 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
1.2k Views
Water Oasis H1 FY25 Results: An Improvement In Profitability And Cash 90% of Market Capitalization
We summarize the H1 FY25 results for Water Oasis (1161 HK). The company has more than 90% of its market capitalization in cash and is trading at...
703 Views
Water Oasis (1161 HK): Discouraging Dividend, Value Intact
We summarize the results of Water Oasis for FY24. We rationalize the dividend cut and provide color on prospects for FY25 as cash now is 90% of the...
831 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 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...
1.4k Views