In today’s briefing:
- Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety – October 2023
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety – October 2023
- We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety.
- Our top picks are Perfect Medical Health (1830 HK), Water Oasis (1161 HK), Taste Gourmet (8371 HK), Uchi Technologies (UCHI MK), and The Keepers Holdings (KEEPR PM).
- We add the Philippine Stock Exchange (PSE PM) and Ginebra San Miguel (GSMI PM) to our list of names that we look at after our recent Philippines trip.
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