UMP Healthcare 722 HK: Weak Q4 Lead to A Disappointing FY23, Worst Behind Us
After a disappointing end to FY23 believe the worst is behind us. The stock trades at 5.9x FY24 PE, with ~50% of the market cap in cash and an FY24...
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UMP Healthcare Webinar Key Takeaways - Consolidation on the Investment Phase
UMP trades at 6.5x/5.8x PE FY23e/FY24e with a dividend yield of 7.7%/8.7% and 44% of the market capitalization in cash. We held a webinar with the...
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UMP Healthcare: An Undervalued Gem with a Promising Future in Hong Kong's Healthcare Market
UMP Healthcare is HK's leading private medical service network. Despite the impressive footprint and consistent track record, it trades at 6x PE...
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UMP Medical (722 HK): Slow H124, Deep Value, Execution Remains Key
We summarize the results of H1 FY24 for UMP Medical. There is deep value in this name as 64% of the mkt cap is cash and there is a dividend yield...
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 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...
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