Copper Tracker Nov 18th, 2024: Export Tax Rebate Cancellation on Copper Throws Market in A Tizzy
We analyze the impact of China's recent 13% export duty rebate cancellation on copper and the valuations of our favorite copper picks after the...
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Oriental Watch (398 HK) H1 FY25 and Mgmt Meeting: Resilient 14% Yield Despite Tough Environment
We summarize our gleanings from the Oriental Watch (398 HK) results for H1 FY25 and a few key points of our meeting with management.
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Keepers Holdings (KEEPR PM) Q3 2024 Concall: Exciting Acquisition and Q4 Season Up Ahead
We summarize Keepers Holdings (KEEPR PM) Q3 2024 results and the mgmt conference call. The stock is exciting at 9.2x PE, net cash, >20% ROE, 5%...
174 Views
Plover Bay 1523 HK: Parsing the Profit Alert, And A Few Updates
We parse Plover Bay's profit alert (1523 HK), which exceeded our expectations, and summarize our recent management visit to Hong Kong.
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Shakeys Pizza (PIZZA PM) Q3 2024 Concall: An Ok Result, Implied NPAT Guidance for Q4FY24 >60% YoY
We summarize the conference call for Shakey's Pizza (PIZZA PM) Q3 FY24 result. We analyze their implied punchy Q4 profit guidance (>60% YoY) in...
129 Views