Dear Readers,
For this issue I want to share with you four neglected public companies that have caught my attention.
They have the following characteristics…
COMPANY 1
A founder led UK small cap that’s fast growing and gaining market share.
ROCE 34%
P/E of 7
PEG of 0.5
EV/EBITDA of 4
COMPANY 2
A Hong Kong listed healthcare company that should probably be worth double the current market cap.
Operating margins 37%
ROCE 26%
P/E 7
PEG 0.7
Pays a nice chunky dividend.
COMPANY 3
A South Korean consumer defensive business in deep value territory, with a possible value enhancing catalyst on the horizon.
P/E 4
P/B 0.4
EV/EBITDA 2
COMPANY 4
A founder-led Hong Kong small cap selling a niche luxury health food.
Operating margins 14%
ROCE 34%
P/E 11
A chunky 6% dividend yield.
Ok let’s dive in…
Please note: this article should act as an introduction to the companies mentioned and is not a complete deep dive. Make sure you do your own research before investing in any company mentioned in this newsletter.