Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety and list...
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Our Takeaways From Recent Results: Plover Bay, BTRTCM, Bamboos Healthcare
Three HK-listed companies from our Investable Universe reported results recently. Let's take a deep dive into each of them.
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Plover Bay: A Value Play Or A Value Trap?
Plover Bay appears cheaply valued at the backdrop of the highly promising SD-WAN space, and we find it worthwhile to dive deeper into the business...
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The Week that Was in Greater China @Smartkarma: TSMC Wins, Chinese Housing, More on May Auto Sales
This is the 5th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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Plover Bay Technologies: Small Gem in the Booming SD-WAN Industry that Offers Tremendous Upside!
Plover Bay Technologies Ltd (1523 HK) (“PB”) is a leading worldwide SD-WAN router vendor. Leveraging on its strong R&D capabilities and solid...
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