Perfect Medical H1 FY24: Rebound of Growth in H2 FY24, 9% Div Yield, New High ROIC Investment
Perfect Medical 1830 HK is a dividend-yielding gem, trading at 12.0x PE FY24e, with a 9% dividend yield and 15% of the market cap in cash and...
Sameer Taneja
292 Views
Uchi Technologies (UCHI MK): Solid Q3 2023,ROE >30%/Div Yield >7%
Trading 12x PE, 7.5% dividend yield (based on a 90% payout), >30% ROE, and more than 10% of the market cap in cash Uchi Technologies is a stock to...
Sameer Taneja
365 Views
Oriental Watch (398 HK): H1 FY24 Lower than Expectation But A 15% Div Yield, Cash >60% of Mkt Cap
Oriental Watch trades at 7x FY24e PE with abundant cash and real estate with a 15% yield; the stock is worth exploring with the perspective of...
Sameer Taneja
412 Views
Keepers Holdings Concall Highlights: Soft Q3 2023, Build Up to Seasonally High Q4
Keepers Holdings trades at 8.2x/7x FY23e/24e with a 5.4%/6.3% dividend yield; we like the name, although the company needs to address a few short...
Sameer Taneja
263 Views
Shakey's Pizza (PIZZA PM) Concall Q3 2023: Soft, But Guidance Intact/Brace For Q4 High Season
Shakeys Pizza trades at 12.9x/9.9x PE FY23e/24e and will continue to see >20% CAGR sales momentum from 2023 to 2025. The management retained its...
Sameer Taneja
444 Views