bullish

Plover Bay: A Value Play Or A Value Trap?

327 Views30 Nov 2020 14:11
SUMMARY
  • Plover Bay appears cheaply valued by Mr. Market in light of the highly promising growth prospect of the SD-WAN space;
  • We find it worthwhile to dive deeper into the business and look for any value play (or value trap) from a long-term investing perspective.
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Steven Chen
Quality-first, Business-perspective Strategy
Urbem (HK) Limited
China & JapanEquity Bottom-UpThematic (Sector/Industry)
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