Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 15 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Nameson Holdings (1982 HK): 17% Dividend Yield Can Be Sustained and Improved Long-Term

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Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/nameson-holdings-ltd" target="_blank" data-smartkarma-citation="entities:22670:1" rel="noopener">Nameson Holdings (1982 HK)</a> results for H1 FY25 revenue/net profit showed a slight growth of 2.2%/3.1% YoY, with margin expansion being offset by lower other income. </li>
<li>The company declared a 9.8 cent interim dividend (current share price = 82 cents), maintaining a 75% payout ratio, which gives us confidence that a 16-17% yield can be maintained. </li>
<li>At 4.9x FY25 PE (see: <a href="https://www.smartkarma.com/insights/nameson-holdings-1982-hk-17-dividend-yield-can-be-sustained-and-improved-long-term" target="_blank" data-smartkarma-citation="insights:161973" rel="noopener">Nameson Holdings (1982 HK): 17% Dividend Yield Can Be Sustained and Improved Long-Term</a> ), this is a very steady yield play. </li>
</ul>



Nameson Holdings (1982 HK) results for H1 FY25 revenue/net profit showed a slight growth of 2.2%/3.1% YoY, with margin expansion being offset by lower other income. 
The company declared a 9.8 cent interim dividend (current share price = 82 cents), maintaining a 75% payout ratio, which gives us confidence that a 16-17% yield can be maintained. 
At 4.9x FY25 PE (see: Nameson Holdings (1982 HK): 17% Dividend Yield Can Be Sustained and Improved Long-Term ), this is a very steady yield play. 


Nameson Holdings (1982 HK) H1 FY25: 16-17% Dividend Yield Intact