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...
584 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).
480 Views
GEMWeekly (1 Mar 2024): China, India Macro; Ant, Alibaba, NetEase, Reliance Industries
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
317 Views
2023 Shareholder Letter
The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.
288 Views
Asian Dividend Gems: Dream International
Based in Hong Kong, Dream International is one of the largest toy manufacturers in the world. It specializes on plush stuffed toys and plastic...
747 Views