Multi Bintang (MLBI IJ): Massive Inflection in Q3 FY24 with Double Digit Growth !!
We summarise the superb Multibintang (MLBI IJ) results—trading at 11.4x FY24 with a >8% dividend yield and a 10-year average ROCE>80%; this is a...
359 Views
Multi Bintang Indonesia (MLBI IJ): Q2 2024 Mediocre, But Dividend Yield At 8% for 70% ROCE Company
We summarize the results of Multi Bintang Indonesia. Trading at a 12x PE with an 8.2% dividend yield and 8% of the market capitalization in net...
309 Views
Multibintang Q1 FY24: Soft Start, Down to 13x PE and a >7% Dividend Yield
We summarize the earnings of Multi Bintang (MLBI IJ), the market leader in Indonesia for beer consumption, which trades at 13x FY23 PE and >7%...
407 Views
Multi Bintang Indonesia (MLBI IJ) Q3 2023: Weaker Than Expected Recovery So Far
Despite a tepid Q3 2023 result, We like Multi Bintang Indonesia (MLBI IJ) as we are paid to wait in the name. The correction post earnings place it...
435 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - October 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.
579 Views