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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Plover Bay Technologies Limited - 1H23 Net Profit in Line; Maintain BUY
Sales to EMEA grew 14.1% y/y, while sales to N. America increased by 11.3% y/y. An interim DPS of 7.01 HK cents was declared, translating into a...
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Plover Bay Technologies Limited - Slight Disappointment Did Not Mask Its Superiority
Despite high inflation and unfavourable exchange rate movements, Plover Bay managed to post a decent set of 2022 results, with adj. net profit...
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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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