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

UMP Healthcare (722 HK): Postcard From Hong Kong and Webinar Updates

UMP Healthcare (722 HK): Earnings Preview for H1 FY25

UMP Healthcare (722 HK): Solid H1 2025, Cost-Cutting Initiatives Bearing Fruit

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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<a href="https://www.smartkarma.com/entities/ump-healthcare-holdings-ltd" target="_blank" data-smartkarma-citation="entities:21005:1" rel="noopener">UMP Healthcare (722 HK)</a> reported soft results for FY25, with revenues/core net profits down 3%/10% YoY, due to a weak consumer spending environment in Hong Kong. </li>
<li>Cost-Cutting initiatives helped boost EBITDA margins, with PBT remaining flat despite a decline in revenue; however, a higher effective tax rate resulted in lower profits.</li>
<li>The company has HKD 330 million in net cash, representing more than 80% of its market capitalization, with a trailing P/E multiple of 12.4x and a dividend yield of 6.7%. </li>
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UMP Healthcare (722 HK) reported soft results for FY25, with revenues/core net profits down 3%/10% YoY, due to a weak consumer spending environment in Hong Kong. 
Cost-Cutting initiatives helped boost EBITDA margins, with PBT remaining flat despite a decline in revenue; however, a higher effective tax rate resulted in lower profits.
The company has HKD 330 million in net cash, representing more than 80% of its market capitalization, with a trailing P/E multiple of 12.4x and a dividend yield of 6.7%. 


UMP Healthcare (722 HK): Cash At 80% Of Market Capitalization, 7% Dividend Yield A Tad Low