Global Special Situations & Strategy, SR Services Ltd

David Lepper

Global Special Situations & Strategy

SR Services Ltd

SR Services provides Strategic Knowledge and Solutions services for Family Offices and Corporate Business. 

We deliver this via advisory services, strategic planning, opportunity analysis/sourcing, as well as solution implementation. 

Whilst, we create intellectual discipline and operational leverage for your projects or daily activities, our ultimate objective is to empower whilst enhancing your decision making. 

Strategic Knowledge and Solutions

Thematic (Sector/Industry)

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Q4 2018 Stocks delivering income with growth.
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■ Our screen highlights companies delivering high income and growth. Whilst the two characteristics tend to be mutually exclusive in the Small-Mid Cap investors toolbox, we have historically found that combining them can provide superior performance. 
■ Q3-2018 - 220bps outperformance, in a down market. The Q3-2018 Income-Growth screen’s market cap weighted average decline was 4.8%. compared to the MSCI Asia Pacific index of 7% over the same period. See <a href="https://www.smartkarma.com/insights/screening-the-silk-road-small-mid-cap-stocks-that-are-delivering-income-with-growth" target="_blank" data-smartkarma-citation="insights:23974">Screening the Silk Road: Small-Mid Cap Stocks that Are Delivering Income with Growth</a>
■ Our Q3-2018 screen (in September) presented with 48 stocks, 17 of these stocks posted an average share price rise of 9.7%, as well as an average stock rank deterioration almost 4.07 points. 31 stocks declined on average 12.4%. Of these 48 stocks, the stock seeing its share price increase the most was Pacific Textiles from Hong Kong, up 30.7%, whilst Persistent Systems from India was our worst performer, posting a 35% decline in share price.
■ Q4-2018 growth-income list presented with 57-stocks selected from the Developed Asia PacificSmall-Mid cap universe. All candidates have an average daily traded value above US$0.5m/day. Countries of origin are Australia, New Zealand, Korea, Japan, Hong Kong, Taiwan, Singapore and India. 
■ 25 names from Q3-2018 remain on the list. Stocks that have dropped out of our list reflect a less attractive valuation or fundamental forecast changes. 
■ Within the 57 stocks selected 13 are on our select list, the average 1-year rolling dividend yield is 4.7%, dividend coverage of 2.4x and an EPS upgrade of c4% in the last 3-months. The average stock rank is 95.2.
■ Within the Q4 2018 overall screen, the Technology and Financials sectors have increased their representation. Names from the Consumer Staples sector remain surprisingly absent.


Q4 2018 Stocks delivering income with growth.

■ Our screen highlights companies delivering high income and growth. Whilst the two characteristics tend to be mutually exclusive in the Small-Mid Cap investors toolbox, we have historically found that combining them can provide superior performance. 
■ Q3-2018 - 220bps outperformance, in a down market. The Q3-2018 Income-Growth screen’s market cap weighted average decline was 4.8%. compared to the MSCI Asia Pacific index of 7% over the same period. See Screening the Silk Road: Small-Mid Cap Stocks that Are Delivering Income with Growth
■ Our Q3-2018 screen (in September) presented with 48 stocks, 17 of these stocks posted an average share price rise of 9.7%, as well as an average stock rank deterioration almost 4.07 points. 31 stocks declined on average 12.4%. Of these 48 stocks, the stock seeing its share price increase the most was Pacific Textiles from Hong Kong, up 30.7%, whilst Persistent Systems from India was our worst performer, posting a 35% decline in share price.
■ Q4-2018 growth-income list presented with 57-stocks selected from the Developed Asia PacificSmall-Mid cap universe. All candidates have an average daily traded value above US$0.5m/day. Countries of origin are Australia, New Zealand, Korea, Japan, Hong Kong, Taiwan, Singapore and India. 
■ 25 names from Q3-2018 remain on the list. Stocks that have dropped out of our list reflect a less attractive valuation or fundamental forecast changes. 
■ Within the 57 stocks selected 13 are on our select list, the average 1-year rolling dividend yield is 4.7%, dividend coverage of 2.4x and an EPS upgrade of c4% in the last 3-months. The average stock rank is 95.2.
■ Within the Q4 2018 overall screen, the Technology and Financials sectors have increased their representation. Names from the Consumer Staples sector remain surprisingly absent. 

Screening the Silk Road: Small-Mid Cap Stocks that Are Delivering Income with Growth Q4-2018

New Zealand

Kathmandu Holdings Ltd. provides clothing and equipment for the travel and adventure market. The Company operates retail locations throughout Australia and New Zealand.

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Kathmandu Holdings (KMD NZ)

Screening the Silk Road: Small-Mid Cap Stocks that Are Delivering Income with Growth Q4-2018

Q4 2018 Stocks delivering income with growth. ■ Our screen highlights companies delivering high income and growth. Whilst the two characteristics...

David Lepper

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