Iron Ore Comes Roaring Back! BHP-Anglo, VALE, FMG: What's Hot In the Space
We summarize newsflow in the iron ore market and our take on the BHP-Anglo deal. We also summarize the production reports of Vale/FMG and Champion...
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Mount Gibson (MGX AU): Iron Ore Pure Play, 77% of the Mkt Cap in Cash, 0.5x EV-EBITDA With Catalysts
Mount Gibson Iron (MGX AU) is a pure play on iron ore trading at 0.5x EV-EBITDA, with 77% of the market capitalization in cash. We look forward to...
248 Views
Keepers Holdings FY23 Concall Highlights: Premiumization Growth Trajectory to Continue
We summarize the concall for Keepers Holdings. The stock trades at an attractive 6.9x FY23 PE and a 7.7% dividend yield (50% payout ratio for FY24...
217 Views
Perfect Medical: Post Card From HK, Yield of 11.5%
We provide an update on Perfect Medical (1830 HK). The stock trades at 9.3x FY24 PE/11.5% yield (assuming a 110% payout) with a growth option once...
437 Views
Shakey's Pizza FY23 Concall Highlights: Challenging Q1 FY24, Smoother Road Ahead in H2
We summarize the post-results call of Shakeys Pizza ( PIZZA PM ) and the exciting growth opportunities it offers investors trading at 13x PE FY24...
213 Views