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

Perfect Medical: Post Card From HK, Yield of 11.5%

Perfect Medical (1830 HK): Resilient FY24 And 12.5% Trailing Dividend Yield

Perfect Medical (1830 HK): Gleanings from the Annual Report and Presentation For FY24

Perfect Medical Management FY23 Concall: Highlights Bright Outlook for FY24, Aggressive Expansion

Perfect Medical H1 FY24: Rebound of Growth in H2 FY24, 9% Div Yield, New High ROIC Investment

Perfect Medical : Previewing the H1 FY24, Soft China To Lessen Growth

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

Perfect Medical Health / Equity Bottom-Up

<ul>
<li>Negative China sentiment from where <a href="https://www.smartkarma.com/entities/perfect-medical-health-management" target="_blank" data-smartkarma-citation="entities:3639:1" rel="noopener">Perfect Medical Health (1830 HK)</a> derives about 15-20% of its revenue is causing the company's share price performance to remain lackluster. </li>
<li>Stock trades on a 10% dividend yield with 15% of the market capitalization in cash, despite the outlook for HK, where it derives &gt;75% of its revenue, is slightly better.</li>
<li>With a 10-year average ROE of the business &gt;40% and a 10.8x PE for FY24e, this stock is a dividend gem worth exploring. </li>
</ul>


Negative China sentiment from where Perfect Medical Health (1830 HK) derives about 15-20% of its revenue is causing the company's share price performance to remain lackluster. 
Stock trades on a 10% dividend yield with 15% of the market capitalization in cash, despite the outlook for HK, where it derives &gt;75% of its revenue, is slightly better.
With a 10-year average ROE of the business &gt;40% and a 10.8x PE for FY24e, this stock is a dividend gem worth exploring. 


Perfect Medical: Updates, Stock at 10% Dividend Yield Post Correction