Dashboard
Discussions
Watchlists
Collections
More
Events
Tools
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
Sameer Taneja
Equity, Bottom-up Analyst
•
Investics Research
Message
Follow
Location:
Singapore
Joined:
18 December 2015
321
Insights
126.5k
Views
203
Followers
Equity Bottom-Up
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Perfect Medical Health
•
29 Nov 2023 16:15
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
Share
bullish
•
Uchi Technologies
•
25 Nov 2023 23:37
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
Share
bullish
•
Oriental Watch
•
23 Nov 2023 17:12
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
Share
bullish
•
The Keepers Holdings
•
20 Nov 2023 09:00
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
Share
bullish
•
Shakey's Pizza
•
17 Nov 2023 10:04
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
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.23.1
x