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

Water Oasis (1161 HK) - Getting Silly, Cash Now 118% of Market Capitalization

Water Oasis H1 FY25 Results: An Improvement In Profitability And Cash 90% of Market Capitalization

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

Perfect Medical (1830 HK): Cost-Cutting Initiatives Bearing Fruit, Demand Recovery Needs Monitoring

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/water-oasis-group-limited" target="_blank" data-smartkarma-citation="entities:17348:1" rel="noopener">Water Oasis Group (1161 HK)</a> reported results in line with its <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0518/2026051800946.pdf?utm_campaign=website&amp;utm_medium=email&amp;utm_source=sendgrid.com" target="_blank" rel="noopener">positive profit alert</a>, with revenue up 4.8% YoY and profit up 29.2% YoY to HKD 71 Mn. </li>
<li>Core earnings (ex-one off on property revaluation losses) were up 38% YoY to HKD 76 Mn. Cash surged from HKD 746 Mn to HKD 917 Mn on deferred revenue growth.</li>
<li>Despite the recent share price strength, the stock trades at a 5.7x PE, offers an 8.8% dividend yield, has a cash-rich balance sheet (no debt), and benefits from retail tailwinds. </li>
</ul>



Water Oasis Group (1161 HK) reported results in line with its positive profit alert, with revenue up 4.8% YoY and profit up 29.2% YoY to HKD 71 Mn. 
Core earnings (ex-one off on property revaluation losses) were up 38% YoY to HKD 76 Mn. Cash surged from HKD 746 Mn to HKD 917 Mn on deferred revenue growth.
Despite the recent share price strength, the stock trades at a 5.7x PE, offers an 8.8% dividend yield, has a cash-rich balance sheet (no debt), and benefits from retail tailwinds. 


워터 오아시스(1161 HK) 2026년 상반기: 서비스 매출 성장세 반전 및 현금 유입 증가