Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - September 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety for Asia.
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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...
646 Views
Water Oasis: H1 FY23 Results, Moving in the Right Direction
Water Oasis reported encouraging H1 FY23 results. The stock trade trades at 8.4/6.6x FY23e/24e PE with a 10.4%/13.3% dividend yield for FY23e/24e...
585 Views
Water Oasis: 5.2x FY23 PE with >15% Div Yield and 25% of the Mkt Cap in Cash
Water Oasis is a recovery play on HK beauty services; the stock trades at 5.2x FY23 PE with a >15% dividend yield conservatively and 25% of the...
1.1k Views
Water Oasis: A Double From Here, Brace for the Re-Opening of Hong Kong
Despite losing three months of H1 2022 and a month of H2 2022, we believe that Water Oasis (1161 HK) is still trading at 5.4x PE FY22e with a...
706 Views