Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - March 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
866 Views
Plover Bay Technologies (1523.HK) – A Milestone Year with Strong Growth and Expanding Opportunities
Plover Bay Technologies (1523.HK , “Plover Bay”) with a market cap of approximately USD 739 million, experienced another stellar year with its...
466 Views
Plover Bay (1523 HK): Brilliant FY24 Results/Growth To Continue
We summarize the FY24 results and conference call highlights for Plover Bay (1523 HK). Trading at 19x/16.2x FY24/25e with a 5.8% dividend yield,...
657 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - February 2025
We compile our selection of small and mid-cap names with desired characteristics of high dividend yields, value, and margin of safety and updates.
1.2k Views
Plover Bay 1523 HK FY24 Earnings Preview: What Should We Expect in FY25
We preview the earnings for FY24 for Plover Bay 1523 HK. We also summarize the reason for the recent share price weakness and what to look forward...
719 Views