Vriddhi Consulting

Punit Khanna

Focused on Asian Small-mid cap market space with long term investment horizon.

Dream International (1126 HK): Post Results Concall Summary

Dream International (1126 HK): Postcard From Hong Kong, October 2025

Dream International (1126 HK) Post Results Call: Moving Into A Great Peak Season

Independent Insight Provider

Equity Bottom-Up

<ul>
<li>Company consistently generates high double-digit ROE despite having more than 30% of equity in cash</li>
<li>Promoter shareholding is high, indicating alignment of interest with minority shareholders</li>
<li>Recent weakness in the stock price makes the valuation attractive for a business that makes decent free cash fdlow. And a high dividend yield</li>
</ul>
        <div class="content-highlight">
        <h2>Raising Money for Persons with Disabilities in Singapore</h2>
        <p><strong><em>For your kind consideration</em></strong></p>
        <p><em>This report has been prepared by Vriddhi Consulting, founded by Punit and Debjani Khanna. A portion of the research was contributed by Shubham Khanna, an individual on the autism spectrum.  We are grateful to Smartkarma for providing a platform to share this research and amplify its impact.</em></p>
        <p><em>All proceeds from the publication of this report will be donated to support people with disabilities in Singapore. If you find this report valuable, we invite you to support our campaign, “Raising Money for Persons with Disabilities in Singapore.” Every contribution directly benefits the Goh Chok Tong Enable Fund and qualifies for a 250% tax deduction for Singapore tax residents.</em></p>
        <p data-start="635" data-end="669">To contribute, <a href="https://www.giving.sg/donate/campaign/raising-money-for-special-needs-persons-in-singapore" target="_blank" rel="noopener">please visit this URL.</a> </p>
        </div>
        


Company consistently generates high double-digit ROE despite having more than 30% of equity in cash
Promoter shareholding is high, indicating alignment of interest with minority shareholders
Recent weakness in the stock price makes the valuation attractive for a business that makes decent free cash fdlow. And a high dividend yield

        
        Raising Money for Persons with Disabilities in Singapore
        For your kind consideration
        This report has been prepared by Vriddhi Consulting, founded by Punit and Debjani Khanna. A portion of the research was contributed by Shubham Khanna, an individual on the autism spectrum.  We are grateful to Smartkarma for providing a platform to share this research and amplify its impact.
        All proceeds from the publication of this report will be donated to support people with disabilities in Singapore. If you find this report valuable, we invite you to support our campaign, “Raising Money for Persons with Disabilities in Singapore.” Every contribution directly benefits the Goh Chok Tong Enable Fund and qualifies for a 250% tax deduction for Singapore tax residents.
        To contribute, please visit this URL. 
        
        

Dream International Limited (1126 HK): Share Price Weakness an Opportunity to Invest