Dear Fellow Investors,
We know readers like receiving fresh and original stock ideas.
So for your enjoyment we have highlighted a selection of ‘off-the-beaten-path’ companies we feel could be worthy of further investigation.
Most of the companies are founder/family led, with growing revenue, have decent returns on capital, healthy balance sheets, and are trading on cheap multiples.
Table of contents:
1) HK listed stock trading under book value, div yield 11%
2) US OTC stock trading 50% below book value, PE of 2.5
3) Quality UK small cap compounder with 20% ROCE, PE 8
4) HK stock with ROCE 20%, PE 5, div yield 9%
5) Illiquid founder-led Singapore microcap on PE 2.5
6) Australian miner about to print a bucket load of cash
7) HK founder-led microcap consumer goods company on PE 6
8) An Australian small-cap compounder with 15% ROCE, PE 9
9) AIM listed microcap compounder/family business
Reading time: 14 minutes
Ok lets dive in 👇