Shortlist of High Conviction Philippines Equity Ideas - December 2025, And Top Pick For 2026
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety, and updates...
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Container Port Terminal Screener December 2025: Top Picks For FY26
Within container port terminal operators, we favor ICTSI (PM) and ATI (PM). With ROCE >20% and solid structural growth, we view both as high...
314 Views
Sai Gon Cargo Service (SCS VN): Robust Start To Q4, 7.2x PE/11% Dividend Yield/Net Cash/50% ROCE
The metrics for Sai Gon Cargo Service (SCS VN) are impressive, with a >50% ROCE, 7.2x PE, 11% dividend yield, and 26% of market capitalization in...
257 Views
Nameson Holdings (1982 HK) H1 FY26 Concall: Robust Numbers, 12% Dividend Yield Post Result Rally
We summarize the highlights of our H1FY26 conference call with Nameson Holdings (1982 HK). Trading at 6.7x FY26e PE, with a 12% div yield despite...
210 Views
Taste Gourmet (8371 HK) H1 FY26 Earnings: 6.8x PE with 8.6% Yield, Cash Now 31% of Market Cap
We summarize the results of Taste Gourmet (8371 HK)—trading at 6.8x FY26 PE, with an 8.6% dividend yield and 30% of its market cap in cash. The...
281 Views