Oriental Watch FY24: Weaker H2, Value Intact But Outlook Challenging
We summarize the FY24 earnings for Oriental Watch. Trading at 6.7x FY24 PE with 55% of the market capitalization in cash, the stock has massive value.
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Oriental Watch 398 HK: Slow 4Q FY24, Resting On A 14% Yield, With 70% of Mkt Cap in Cash
We summarize the slowdown in Oriental Watch sales in 4Q FY24. Despite the slowdown, the stock trades at 7x FY24 PE, with a 14% dividend yield and...
488 Views
Oriental Watch: Living in Isolation with My Patek and Rolex Is Just Fine
Oriental Watch continues its incredible performance track record over the last 5 years. The stock is up +694% since we first wrote about it in...
436 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...
290 Views
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...
455 Views