Oriental Watch (398 HK): Navigating a Tough Demand Environment With 65% of Market Cap in Cash
We preview Oriental Watch's FY25 earnings. The sentiment on consumption in Hong Kong is bearish, but the cash-rich company (65% of market cap) is...
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - December 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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Oriental Watch (398 HK) H1 FY25 and Mgmt Meeting: Resilient 14% Yield Despite Tough Environment
We summarize our gleanings from the Oriental Watch (398 HK) results for H1 FY25 and a few key points of our meeting with management.
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Oriental Watch: Gone Ex-Dividend, Higher Yield, But Sales Softening in The Short-Term
Oriental Watch (398 HK) went ex-dividend on the 4th of October. The stock went down more than it paid out and now trades at 6x trailing PE with...
548 Views
Oriental Watch: Addressing the Rolex Acquisition of Bucherer
At 6.9x PE with 50% of the market cap in cash and a ~15% dividend yield, Oriental Watch is a great investment opportunity. We summarize our...
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