Dream International (1126 HK) Management Concall: 4x PE,11.4% Div Yield,40% of Mkt Cap in Cash
We summarize our gleanings from a concall with the mgmt of Dream International (1126 HK) recently. It trades at mouth watering 3.9x FY23 PE and a...
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Kayou Pre-IPO - The Negatives - Unexplained 9M23 Slump
Kayou is looking to raise up to US$500m in its upcoming HK IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Kayou Pre-IPO - The Positives - Strong FY22 Growth
Kayou is looking to raise up to US$500m in its upcoming HK IPO. In this note, we talk about the positive aspects of the deal.
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Dream International (1126 HK): Dream Valuation of 3.7x PE and 12% Div Yield, >40% of Mkt Cap In Cash
We like Dream International 1126 HK, the plush toy maker trading at 3.7x FY23 PE and a 12% dividend yield with 43% of the market cap in cash and...
560 Views
Oriental Land Co Placement - Relatively Small One to Digest, Overhang Might Not Be as Large
Keisei Electric Railway Co (9009 JP) is looking to raise up to US$553m from selling a 1% stake in Oriental Land (4661 JP).
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