News & Insights #44
16% dividend yield in Europe, 1 year out *** One HK 第部分 position exit *** Lots of HK earnings news
Pop Mart shareholders, There’s a new kid in town. Prepare to become a Blokee! Just kidding. I can tell from a single store channel check that the Labubu’s are still in high-demand.
Anyways, it was a crazy reporting week in Hong Kong this week. Companies that are reporting on a regular calendar year basis are all scrambling to file their 2024 results before the end of March. But probably the best development came from a London listed company. Let’s check it out!
In this edition of JAM_invest:
An overdose of bad Jam humor
Lots of earnings; some good, some bad, some thesis-changers
European listed stock offers 12% divi yield now, 16% divi yield 1 year out… guarantuee until the door of course. So, no. No guarantuees… but quite likely… and naturally you can check my conviction level 👇
A Hong Kong (accessible) luxury stock at < 10x P/E, with 6% divi yield
HK(-sub) portfolio changes:
Exit: 20x+ P/E, <2% divi yield stock for an almost 50% profit
Enter: 7x P/E, 11% DY stock with 33% of market cap covered by net cash (= FAV/P 33%)
How to build exposure to the Republic of Yemen
Just try to guess which one is which… and otherwise; Just ask in the comments’ section…
Links, references & more
» Jam’s Easter gift idea
The Rose Pattern Wooden Comb Set… only US$ 264 if you order today!
weblink below
Mrs Jam’s Easter gift idea
Yeahhh forget Jam’s Easter gift idea. Mrs Jam tells you that the Pixiu Verawood Bracelet is the item to go for… and an eyebrow trimmer! The old grumpy man look is out of style, apparently.
» Sylogist 🏷️
Loyal readers already know Sylogist. For those of you that don’t know the Canadian software business yet, this write-up by / Hurdle Rate gets you up to speed.
Jaminvest resources
Some useful links to key resources on Jaminvest.