Plover Bay 1523 HK: Parsing the Profit Alert, And A Few Updates
We parse Plover Bay's profit alert (1523 HK), which exceeded our expectations, and summarize our recent management visit to Hong Kong.
557 Views
Plover Bay (1523 HK): Solid H1 FY24, Inflection Point In Earnings
We summarize the earnings of Plover Bay (1523 HK) for H1 FY24. The company reached an inflection point with 28%/55% YoY revenue and profit growth.
625 Views
Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to Continue
We preview Plover Bay Technologies' (1523 HK) earnings. The stock is trading at 12.2x PE, net cash, and a dividend yield of 8.3%, with ROEs of over...
510 Views
Plover Bay 1523 HK: Solid FY23 Performance and Dividends, Rerating on the Cards
We summarize the Plover Bay (1523 HK) financial result for FY23. The stock trades at an undemanding 10.2x FY24 PE with an 8.2% trailing dividend...
660 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - August 2024
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety. We...
562 Views