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Oriental Watch (398 HK)
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67
Analysis
Consumer Discretionary
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Hong Kong
Oriental Watch Holdings Limited, through its subsidiaries, trades watches and invests in properties.
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bullish
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Oriental Watch
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26 Apr 2023 08:50
Oriental Watch: Recovery of HK Sales in Jan-Feb 2023, Trading at 15% Yield, 50% of Mkt Cap in Cash
The stock trades at 7.2x PE FY23e, with >50% of the market capitalization in cash and a 15% dividend yield (assuming a 100% payout ratio). Data...
Sameer Taneja
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850 Views
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bullish
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Taste Gourmet
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22 Mar 2023 09:42
Shortlist of High Conviction Ideas - Income, Value, Margin of Safety
We like Water Oasis (1161 HK), Perfect Medical Health (1830 HK), The Keepers Holdings (KEEPR PM), and Taste Gourmet (8371 HK) as the businesses are...
Sameer Taneja
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546 Views
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bullish
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Oriental Watch
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15 Feb 2023 17:30
Oriental Watch: Management Meet, HK Slow + China Resilient, 50% of Mkt Cap Cash + 15% Yield
With its generous >100% payout ratio, the stock trades at a 15% dividend yield based on our estimated 6.9x FY23 PE, with >50% of its market...
Sameer Taneja
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474 Views
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bullish
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Oriental Watch
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04 Jan 2023 18:34
Oriental Watch: Ex-Dividend, 7x PE + 50% of Mkt Cap in Cash + >15% Dividend Yield
Oriental Watch (398 HK) trades at 7x PE FY23 (~15% dividend yield). There is a margin of safety assets worth 4+ HKD/share, including 50% of the...
Sameer Taneja
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675 Views
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bullish
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Thematic (Sector/Industry)
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21 Dec 2022 18:35
Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
Nicolas Van Broekhoven
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1.1k Views
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