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...
839 Views
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.
998 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...
741 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...
1.2k 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...
734 Views