Will like to hear your views on the above company and whether there’re similar competitors locally/ regionally?
I think Yoma had recently set up many different business. I think they are like a small conglomerate already. Hard to find similar one that are close to them.
Property related business can also make money, just that you have to buy it at the right price. For us, we prefer more recurring type of business. Hence, it is depend on your preference.
I have not analyse this company before. You may want to share with me, what is the business segment that Yoma have ?
From the business itself, you can find out how recurring is the business.
If you are worried about the political risk, you should look at the company from a portfolio level. You may want to allocate a small percentage instead of a high percentage in this company.
Do you know which business is the major contributor to their revenue and how many percentage?
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