Parsing The Water Oasis (1161 HK) FY24 Profit Warning: Ex-One Offs Indicate Flat To Slight Growth
We parse Water Oasis's (1161 HK) profit warning and establish that, on core earnings, the stock trades at 6x PE, 1.7x EV-EBITDA, a 10% dividend...
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Water Oasis (1161 HK): Discouraging Dividend, Value Intact
We summarize the results of Water Oasis for FY24. We rationalize the dividend cut and provide color on prospects for FY25 as cash now is 90% of the...
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Water Oasis (1161 HK)
Following the positive response to our article on Perfect Medical , we are keen to introduce our readers to another noteworthy company in the...
479 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 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...
603 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - November 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We name...
750 Views