Multi Bintang Q2 2023: Steady Recovery 6.5-7% Yield and 85% ROCEs on Track
Multi Bintang trades at 15.8x/13x FY23e/24e PE, with a 6.3%/7.7% dividend yield, we believe this is an excellent play on tourism recovery in...
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Multi Bintang (MLBI IJ): Recovery Story With High Cash Flow Generation and Dividend Pay Out
Multi Bintang, Indonesia's largest brewer boasts a 6.5%-7% dividend yield and trades at 14-15x PE if profits normalize due to increased tourism in...
902 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 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...
549 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We name...
686 Views
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...
547 Views