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

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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

Perfect Medical Health Management / Equity Bottom-Up

Perfect Medical Health Management (1830 HK)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/perfect-medical-health-management" target="_blank" data-smartkarma-citation="entities:3639:1" rel="noopener">Perfect Medical Health (1830 HK)</a> announced its H1FY26 results, with the pace of revenue decline sharply decelerating to 4.5% HoH, while net profits increased 43% due to cost-cutting initiatives. </li>
<li>Signs of demand recovery haven't emerged yet and would need to be monitored as the weak base of effect of H2FY25 kicks in for H2FY26. </li>
<li>With aggressive cost-cutting initiatives, the stock trades at 9.4x FY26e and a 10.7% dividend yield. We need to monitor the sales recovery, though, as it is critical to the company. </li>
</ul>



Perfect Medical Health (1830 HK) announced its H1FY26 results, with the pace of revenue decline sharply decelerating to 4.5% HoH, while net profits increased 43% due to cost-cutting initiatives. 
Signs of demand recovery haven't emerged yet and would need to be monitored as the weak base of effect of H2FY25 kicks in for H2FY26. 
With aggressive cost-cutting initiatives, the stock trades at 9.4x FY26e and a 10.7% dividend yield. We need to monitor the sales recovery, though, as it is critical to the company. 


Perfect Medical (1830 HK): Cost-Cutting Initiatives Bearing Fruit, Demand Recovery Needs Monitoring