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...
490 Views
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...
926 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%...
408 Views
Multi Bintang (MLBI) Q4 2023: Growth Resumes, 7% Div Yield On the Cards, With >70% ROCE
We summarize the results of Multi Bintang(MLBI IJ). Trading at a 13.6x PE, 7% dividend yield, net cash, and ROCE of over 70% with a 60% share of...
566 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...
559 Views