Equity, Bottom-up Analyst, Investics Research

Sameer Taneja

A buy-side analyst with over 15 years of experience investing in Asian markets and specializing in the mid-small cap space, emphasizing value investing in companies with good free cash flows/dividends and long-term holding horizons. 
Exempt Financial Adviser (EFA) under CrossASEAN Research Pte Ltd. It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity, Bottom-up Analyst

Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 2025

Plover Bay (1523 HK): Brilliant FY24 Results/Growth To Continue

Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 2025

Plover Bay (1523 HK): Solid H1 FY24, Inflection Point In Earnings

Plover Bay 1523 HK: Parsing the Profit Alert, And A Few Updates

Plover Bay 1523 HK Earnings Preview: Strong H1 FY24, Rerating to Continue

Investics Research

It is important to note that the information provided by Investics Research is based on publicly available data and own knowledge, which has been gathered and analyzed from a variety of sources. While every effort has been made to ensure the accuracy and completeness of the information provided, it is not guaranteed to be free from errors or omissions. All forecasts and estimates are based on information that has been obtained from public sources that are considered to be reliable. The sources include but are not limited to, company announcements, exchange filings, presentations, etc. Investics does not guarantee the accuracy and completeness of the forecasts, estimates, and/or other information.

Equity Bottom-up Research

Equity Bottom-Up

Plover Bay Technologies / Equity Bottom-Up

<ul>
<li>We preview <a href="https://www.smartkarma.com/entities/plover-bay-technologies-ltd" target="_blank" rel="noopener">Plover Bay Technologies' (1523 HK)</a> FY24 earnings and expect 25% revenue growth and 38% profit growth, aligning with the <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2024/1114/2024111401053.pdf" target="_blank" rel="noopener">profit alert's trends.</a>
</li>
<li>The company will declare its results on February 27th and hold a conference call to clarify its growth prospects for FY25 (vs our assumption of 20% avg-10 Yr growth)</li>
<li>This is a name worth exploring, trading at 16x/14x FY24e/25e, net cash, with &gt;50% ROEs and 5%/6% dividend yields for FY24e/25e. </li>
</ul>


We preview Plover Bay Technologies' (1523 HK) FY24 earnings and expect 25% revenue growth and 38% profit growth, aligning with the profit alert's trends.

The company will declare its results on February 27th and hold a conference call to clarify its growth prospects for FY25 (vs our assumption of 20% avg-10 Yr growth)
This is a name worth exploring, trading at 16x/14x FY24e/25e, net cash, with &gt;50% ROEs and 5%/6% dividend yields for FY24e/25e. 


Plover Bay 1523 HK FY24 Earnings Preview: What Should We Expect in FY25