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 - September 2025

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

Taste Gourmet FY25: Strong Results, FY26 To See Decent Growth

Taste Gourmet (8371 HK): FY25 Earnings Preview, 5.5x PE, 2x EV-EBITDA and 10% Dividend Yield

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

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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 (8371 HK)</a> will report its H1FY26 earnings in late November. We estimate a 15% revenue growth and 20-25% profit growth as the retail environment in HK improved slightly. </li>
<li>The company increased its restaurant count in HK to around 65 restaurants (vs 56 last year), whereas the count in China remained static at six restaurants. </li>
<li>The stock trades at a 5.8x PE, with a 9% dividend yield and 30% of the market capitalization in cash. </li>
</ul>



Taste Gourmet (8371 HK) will report its H1FY26 earnings in late November. We estimate a 15% revenue growth and 20-25% profit growth as the retail environment in HK improved slightly. 
The company increased its restaurant count in HK to around 65 restaurants (vs 56 last year), whereas the count in China remained static at six restaurants. 
The stock trades at a 5.8x PE, with a 9% dividend yield and 30% of the market capitalization in cash. 


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