Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 18 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

HK-Listed Apparel & Footwear Screener Feb 2026: Lever Style Results And Business Outlook Encouraging

JNBY Design Limited (3306 HK) H1 FY2026 Results — Momentum Builds as Online Surges & Margins Expand

HK-Listed Apparel & Footwear Screener March 2026: Stella FY25 Result Update

HK-Listed Apparel & Footwear Screener November 2025: Top Picks And Result Reviews

HK-Listed Apparel & Footwear Screener December 2025: Top Picks For FY26

Nameson Holdings (1982 HK) H1 FY26 Concall: Robust Numbers, 12% Dividend Yield Post Result Rally

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

<ul>
<li>While <a target="_blank">JNBY Design Ltd (3306 HK)</a> and <a target="_blank">Nameson Holdings (1982 HK) </a>remain our preferred ideas, <a target="_blank">Stella International's (1836 HK)</a> Q4 operational update has improved our conviction in the stock.</li>
<li>Ahead of 19 March results, we anticipate a HK$0.56 special dividend and ~HK$0.50 final dividend, implying FY25 DPS of HK$1.58, or a yield of approximately 10.7% on current pricing levels.</li>
<li>The company reaffirmed its intention to return US$60 million via a mix of share repurchases and special dividends, in addition to ordinary dividends targeting an approximately 70% payout ratio annually.</li>
</ul>


While JNBY Design Ltd (3306 HK) and Nameson Holdings (1982 HK) remain our preferred ideas, Stella International's (1836 HK) Q4 operational update has improved our conviction in the stock.
Ahead of 19 March results, we anticipate a HK$0.56 special dividend and ~HK$0.50 final dividend, implying FY25 DPS of HK$1.58, or a yield of approximately 10.7% on current pricing levels.
The company reaffirmed its intention to return US$60 million via a mix of share repurchases and special dividends, in addition to ordinary dividends targeting an approximately 70% payout ratio annually.


HK-Listed Apparel & Footwear Screener Jan 2026: Stella (1836 HK) Telegraphing A Better FY26 Outlook