Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety and list...
486 Views
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...
1.1k Views
Smartkarma Corporate Webinar | UMP Healthcare: An Undervalued Gem in Hong Kong’s Healthcare Market
For our next Corporate Webinar, we are glad to welcome UMP Healthcare’s Chief Investment & Project Officer, Patrick Cheung, alongisde Smartkarma...
812 Views
Pine Care Group (1989.HK) - Hard to Make Profits Due to Industry Characteristics; Here Is What to Do
Pine Care is hard to make expected profits due to elderly care industry characteristics in China, with challenging outlook. We advise investors to...
375 Views
From "Stupid Cheap" to "Stupid Expensive"
Shares of UMP Healthcare Holdings Ltd (722 HK) have tripled over the past eight weeks. The transition to an "asset light" model for the PRC...
721 Views