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

Nameson Holdings (1982 HK) H1 FY25: 16-17% Dividend Yield Intact

Nameson Holdings (1982 HK) FY25 Concall And Results: Yield At 14% Following Weak Season

HK-Listed Apparel & Footwear Screener Sept 2025: On Nameson (1982 HK), Building On The 13% Div Yield

HK-Listed Apparel & Footwear Screener Aug 2025: Lever Style (1346 HK) Conference Call

HK-Listed Apparel & Footwear Screener July 2025: August 1st Deadline Approaches

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>
<a href="https://www.smartkarma.com/entities/nameson-holdings-ltd" target="_blank" data-smartkarma-citation="entities:22670:1" rel="noopener">Nameson Holdings (1982 HK)</a> results for H1 FY26 revenue/net profit showed decent YoY growth of 1.6%/12.4%, driven by margin expansion and lower minority interest.</li>
<li>The company declared an 11-cent interim dividend (current share price = 1.13 HKD/share), maintaining a 75% payout ratio, which gives us confidence in a ~12% annual yield post rally.</li>
<li>At 6.7x FY25 PE, despite the recent share price rally, this is a very steady yield play with modest growth opportunities.</li>
</ul>



Nameson Holdings (1982 HK) results for H1 FY26 revenue/net profit showed decent YoY growth of 1.6%/12.4%, driven by margin expansion and lower minority interest.
The company declared an 11-cent interim dividend (current share price = 1.13 HKD/share), maintaining a 75% payout ratio, which gives us confidence in a ~12% annual yield post rally.
At 6.7x FY25 PE, despite the recent share price rally, this is a very steady yield play with modest growth opportunities.


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