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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Plover Bay (1523 HK): Preview On Earnings For H1 2025
We review the earnings for Plover Bay 1523 HK for H1 FY25, given the backdrop of trade wars. The stock has had a stellar run and is resilient...
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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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Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
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Plover Bay (1523 HK): Interesting Net Cash /8% Dividend Yield Play/ With ROEs Above 50%
Plover Bay Technologies (1523 HK) is another exciting play from the stable of net cash (12% of market cap) and high dividend yield (8% FY22)...
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