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

Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety- February 2026

Taste Gourmet (8371 HK): 6.5x PE, 8.5% Div Yield/Tailwinds From An Improving HK Retail Environment

Taste Gourmet FY26: Profit Surges 23% YoY, 9% Trailing Dividend Yield, And 37% Of Mkt Cap In Cash

Taste Gourmet (8371 HK) H1 FY26 Earnings: 6.8x PE with 8.6% Yield, Cash Now 31% of Market Cap

Taste Gourmet: Multibagger Reopening Play

Taste Gourmet H1 FY26: Earnings Preview, 5.8x PE with 30% of Mkt Cap in Cash, And a 9% Yield

Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 2025

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>Retail data from HK shows consistent improvement since May 2025 (November number at 6.5% YoY), guided by a favorable base effect. Channel checks indicate green shoots on demand.</li>
<li>Net cash at 242 million HKD (~32% of market capitalization at 757 million HKD), with inflow momentum growing ( 51 million HKD added semiannually). </li>
<li>Trading at 6.9x FY26e/8.5% dividend yield and 10-15% CAGR growth/&gt;40% ROCEs and a superb execution track record, this is a stock worth exploring. </li>
</ul>


Retail data from HK shows consistent improvement since May 2025 (November number at 6.5% YoY), guided by a favorable base effect. Channel checks indicate green shoots on demand.
Net cash at 242 million HKD (~32% of market capitalization at 757 million HKD), with inflow momentum growing ( 51 million HKD added semiannually). 
Trading at 6.9x FY26e/8.5% dividend yield and 10-15% CAGR growth/&gt;40% ROCEs and a superb execution track record, this is a stock worth exploring. 


Taste Gourmet (8371 HK): 6.9x FY26PE, 8.5% Div Yield, 32% Of Mkt Cap In Cash, Improving HK Retail

Taste Gourmet Group

Taste Gourmet (8371 HK): 6.9x FY26PE, 8.5% Div Yield, 32% Of Mkt Cap In Cash, Improving HK Retail