ENTITY
Plover Bay Technologies

Plover Bay Technologies (1523 HK)

17
Analysis
Information TechnologyHong Kong
Plover Bay is the holding company of Peplink. Our vision is to make connectivity reliable through our ecosystem of enterprise LTE/5G routers and software services. Everyday, thousands of enterprises in retail, industrial, public safety, healthcare and government organizations use Peplink technologies in workplaces, factories, outdoor deployments, vehicles, ships, drones, and IoT systems to ensure their network connections are fast and reliable.
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15 Nov 2024 09:00

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.

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26 Jul 2024 09:00

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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14 Jun 2024 11:30

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...

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12 Aug 2024 09:00

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...

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01 Mar 2024 08:00

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...

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