Water Oasis

Water Oasis, Execution Makes It More Compelling

Equity Bottom-Up
320 Views, 12 Jan 2022 17:21
EXECUTIVE SUMMARY
  • Water Oasis (1161 HK) trades at a 6x FY22 ( Sept end ) PE with 31% of its market capitalization in cash ( implying ex-cash 4x PE ). 
  • For FY21, Water Oasis (1161 HK) paid a 22 cent dividend implying a 12.43% dividend yield. We forecast a forward yield of 14%.
  • The company will continue to execute as it opens newer stores and beds down its M&A for a 15% CAGR revenue growth.
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Sameer Taneja
Equity, Bottom-up Analyst
Investics Research
Equity Bottom-UpThematic (Sector/Industry)

Equity Bottoms up analyst Ex-Kelusa ( 2007-2015). Covered over 80 stocks in the industrials and materials sector.

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