Taste Gourmet: Good Q1 2023 In the Bag, Momentum Getting Stronger
Taste Gourmet is an HK-based restaurant operator trading at 5.1x FY23e PE with around 25% of the market cap in cash. It is a great recovery play...
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A Comprehensive List of Hong Kong F&B Names to Play the Reopening
We list 34 names that will benefit from the easing of dine-in restrictions in Hong Kong. Our favorite pick remains Taste Gourmet Group (8371 HK).
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Taste Gourmet: Great Reopening Play
Taste Gourmet is a restaurant operator trading at 5.8x FY22 PE (4x PE ex-cash) with 29% of the market capitalization cash and a 9% dividend yield....
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 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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23 Dividend Yielding Small/Mid Caps - Report Card for 2023
We compile a report card for dividend-yielding mid-caps that filter out favorable characteristics of having net cash, decent ROEs, growth, etc. We...
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