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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - September 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.
Sameer Taneja
437 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2023
We cover our top picks in our high ROCE coverage list. Perfect Medical, Taste Gourmet, Water Oasis, Keepers Holdings, Uchi Technologies, Multi...
Sameer Taneja
392 Views
Water Oasis: H1 FY23 Results, Moving in the Right Direction
Water Oasis reported encouraging H1 FY23 results. The stock trade trades at 8.4/6.6x FY23e/24e PE with a 10.4%/13.3% dividend yield for FY23e/24e...
Sameer Taneja
398 Views
Water Oasis, Execution Makes It More Compelling
Trading at 6x PE FY22e with a 14.3% forward dividend yield and 31% of the market capitalization in cash, Water Oasis represents a brilliant way to...
Sameer Taneja
405 Views
Water Oasis: 5.2x FY23 PE with >15% Div Yield and 25% of the Mkt Cap in Cash
Water Oasis is a recovery play on HK beauty services; the stock trades at 5.2x FY23 PE with a >15% dividend yield conservatively and 25% of the...
Sameer Taneja
1k Views