Added to YB: 2024-03-07
Pitch date: 2024-03-06
1982.HK [bullish]
Nameson Holdings Limited
+171.8%
current return
Author Info
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Company Info
Nameson Holdings Limited, together with its subsidiaries, manufactures and sells knitwear products in Japan, North America, Europe, Mainland China, Southeast Asia, and internationally.
Market Cap
HKD 2.4B
Pitch Price
HKD 0.40
Price Target
N/A
Dividend
11.90%
EV/EBITDA
4.87
P/E
6.30
EV/Sales
0.75
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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