Added to YB: 2024-03-07
Pitch date: 2024-03-06
1982.HK [bullish]
Nameson Holdings Limited
+169.31%
current return
Author Info
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Company Info
Nameson Holdings Limited, an investment holding company, engages in the manufacture and sale of knitwear products in Japan, North America, Europe, Mainland China, and internationally.
Market Cap
HKD 1.7B
Pitch Price
HKD 0.40
Price Target
N/A
Dividend
13.84%
EV/EBITDA
3.21
P/E
8.71
EV/Sales
0.47
Sector
Textiles, Apparel and Luxury Goods
Category
dividend
Turtles New Portfolio Holding: Nameson Holdings Limited
$1982.HK: Vertically integrated knitwear & fabrics mfr, Vietnam based. 3-4x earnings post write-downs, 30% div yield, no debt. Catalyst: fat divs could drive re-rating to 6-7x earnings. Get your $ back in few yrs from divs alone if margins hold up.
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