Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - September 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety for Asia.
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety
Post results we screen and filter our top picks are Perfect Medical Health (1830 HK), Water Oasis (1161 HK), Taste Gourmet (8371 HK), Uchi...
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Jinke Smart Services (9666 HK): Boyu to Launch a Privatisation Offer?
I use several methods to triangulate the likely offer price, which suggests a price range of HK$10.00-16.86, with an average of HK$12.47, a 45%...
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The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (August 16)
Japan ETF flows have been light after the massive outflow from carry trade unwind. Qifu Tech, Q Tech and JDL all had positive earnings announcement...
297 Views
Huafa Property Services (982 HK): Scheme Offer at HK$0.29
The offer, which has been declared final, is attractive compared to historical share prices and peer multiples. This is a done deal, with payment...
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