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

Taste Gourmet (8371 HK) - 5.9x PE, 9.7% Dividend Yield And 34% Of The Mkt Cap In Cash

HK High ROCE - Compounders Hiding in Plain Sight

Plover Bay Technologies (1523 HK): Starlink Mobile Is a Tailwind; Spin-Off Expected in 2027

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

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

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

Water Oasis (1161 HK) H1FY26: Service Revenue Growth Inflects And More Cash Gushes In

Water Oasis (1161 HK): Positive Profit Alert, Tailwind From HK Retail Rebound

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

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<li>
<a href="https://www.smartkarma.com/entities/taste-gourmet-group-ltd" target="_blank" data-smartkarma-citation="entities:27339:1" rel="noopener">Taste Gourmet Group (8371 HK)</a>  posted FY26 revenue of HK$1,350mn (+11% YoY) and profit attributable to owners of HK$117mn (+23% YoY), driven by 11 new restaurant openings.</li>
<li>Net cash rose to HK$266mn (37% of market cap). The board declared a final dividend of 9 HK cents, bringing the full-year total to 17 cents and yielding approximately 9%.</li>
<li>The stock trades at approximately 5.4x FY27e earnings. With the Truffle Donut franchise launch and several confirmed HK leases, visibility into FY27 growth is improving.</li>
</ul>



Taste Gourmet Group (8371 HK)  posted FY26 revenue of HK$1,350mn (+11% YoY) and profit attributable to owners of HK$117mn (+23% YoY), driven by 11 new restaurant openings.
Net cash rose to HK$266mn (37% of market cap). The board declared a final dividend of 9 HK cents, bringing the full-year total to 17 cents and yielding approximately 9%.
The stock trades at approximately 5.4x FY27e earnings. With the Truffle Donut franchise launch and several confirmed HK leases, visibility into FY27 growth is improving.


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