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Sameer Taneja

Sameer Taneja
Equity, Bottom-up Analyst
Investics Research

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Equity Bottom-Up Thematic (Sector/Industry)
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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...

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Sameer Taneja
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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...

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Sameer Taneja
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bullishOriental 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...

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Sameer Taneja
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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...

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Sameer Taneja
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bullishShakey'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...

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Sameer Taneja
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