We summarize our gleanings from a concall with the mgmt of Dream International (1126 HK) recently. It trades at mouth watering 3.9x FY23 PE and a 11.4% dividend yield with 40% of the market cap
What is covered in the Full Insight:
Dream International's relationship with Disney
Slow recovery of plastic toys
New clients and opportunities
Expansion plans
Margin sustainability and capital allocation
SUMMARY
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