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...
502 Views
Oriental Watch (398 HK): Ex-Dividend, Cash Levels To Mkt Cap at 60%, 6.8x PE, 14% Dividend Yield
Oriental Watch has just gone ex-dividend on the 5th of January, giving an interim dividend of 28.5 cents (14% annualized). The stock trades at a...
516 Views
Oriental Watch (398 HK): H1 FY24 Lower than Expectation But A 15% Div Yield, Cash >60% of Mkt Cap
Oriental Watch trades at 7x FY24e PE with abundant cash and real estate with a 15% yield; the stock is worth exploring with the perspective of...
584 Views
Perfect Medical: Post Card From HK, Yield of 11.5%
We provide an update on Perfect Medical (1830 HK). The stock trades at 9.3x FY24 PE/11.5% yield (assuming a 110% payout) with a growth option once...
608 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