Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
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Plover Bay Technologies (1523.HK) – A Milestone Year with Strong Growth and Expanding Opportunities
Plover Bay Technologies (1523.HK , “Plover Bay”) with a market cap of approximately USD 739 million, experienced another stellar year with its...
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Plover Bay (1523 HK): Brilliant FY24 Results/Growth To Continue
We summarize the FY24 results and conference call highlights for Plover Bay (1523 HK). Trading at 19x/16.2x FY24/25e with a 5.8% dividend yield,...
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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.
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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...
600 Views