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bullish
•
Taste Gourmet
•
02 Jul 2024 09:00
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - July 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
Sameer Taneja
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288 Views
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bullish
•
Perfect Medical Health
•
01 Jul 2024 08:30
Perfect Medical (1830 HK): Resilient FY24 And 12.5% Trailing Dividend Yield
We summarize the FY24 results of Perfect Medical. With an attractive trailing yield of 12.5%, net cash and ROE> 50% this is a company worth exploring
Sameer Taneja
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292 Views
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bullish
•
Copper
•
29 Jun 2024 17:39
Copper Tracker June 2024: Physical/Equity Screens And Trades For July
This brief insight summarizes Copper's performance and equities on our screens. We highlight our research and trades to explore for July.
Sameer Taneja
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359 Views
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bullish
•
Copper
•
28 Jun 2024 16:23
Southern Copper: In a League of Its Own
We initiate on Southern Copper (SCCO US), a high-quality copper play with assets in Peru and Mexico. Its long term ROCE >22% makes its a very...
Sameer Taneja
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355 Views
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bullish
•
Copper
•
28 Jun 2024 09:01
Copper Primer: What We Like About Copper And What to Play
We initiate with a primer on the copper sector. We elaborate on our fundamental rationale for being bullish on the metal and discuss different ways...
Sameer Taneja
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307 Views
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