Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2024
We compile our selection of small and mid-cap names for the Philippines with our desired characteristics of high dividend yields, value, and margin...
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Dream International H1 FY24 Concall Highlights: Resilient, Dividend, And Cash Levels Maintained
We summarize the Dream International (1126 HK) results and post-results conference call for H1FY24. Trading at 3.9x FY24 PE with a 12.7% dividend...
459 Views
Dream International (1126 HK) Management Concall: 4x PE,11.4% Div Yield,40% of Mkt Cap in Cash
We summarize our gleanings from a concall with the mgmt of Dream International (1126 HK) recently. It trades at mouth watering 3.9x FY23 PE and a...
516 Views
Dream International (1126 HK): Dream Valuation of 3.7x PE and 12% Div Yield, >40% of Mkt Cap In Cash
We like Dream International 1126 HK, the plush toy maker trading at 3.7x FY23 PE and a 12% dividend yield with 43% of the market cap in cash and...
584 Views
Asian Dividend Gems: Golden Throat Holdings
Golden Throat Holdings is one of the leading throat lozenges manufacturers in China. It has an eye-catching dividend yield (17.9% in 2023) and a...
565 Views