Wickhams Hill Research | Under-The-Radar Issue 4

42 Views16 Aug 2021 00:00
SUMMARY
  • We highlight Matahari Department Store (LPPF IJ), which is down more than 70% from its 2-year high and just announced a buyback of 15% outstanding shares on the back of the Riadys recently increasing their stake.
  • Last week’s feature MNC Group announced a 1H21 results and in doing so reiterated their commitment to directing free-cash-flow to repaying debt, share buybacks and a dividend that’s now yielding 12% based on FY22 Est.
  • Another hospital IPO in Indonesia caught our attention following the incredible 300%+ performance of the recently listed Bundamedik (BHMS IJ)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
  • Unlock all research summaries
  • Follow top, independent analysts
  • Receive personalised alerts and emails
  • Access Briefings, Analytics, and Events

Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.

Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
Logo
Lloyd Moffatt
Pan-Asia Equity Bottom-up
Wickhams Hill
Equity Bottom-UpThematic (Sector/Industry)
Price Chart(Sign Up to Access)
analytics-chart
  • Wickhams Hill Research | Under-The-Radar Issue 4
    16 Aug 2021
x