SHM 1.37% 72.0¢ shriro holdings limited

I've had a look into this company myself in the past week (wish...

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    I've had a look into this company myself in the past week (wish I saw it in late June tbh).

    EV/EBITDA of ~5x (9.6x at listing), FCF yield ~6.6%, Dividend yield >10% on a 65% payout ratio.  Looks like they have managed to get debt under control now being debt free since Jan-17.

    Comfortable with the Casio side of the business with potential upside coming with the kitchen appliances business et al especially in the BBQ range.

    @madamswer out of interest have you had SHM come across your radar?
 
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