Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - January 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...
860 Views
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)...
1.2k Views
Plover Bay 1523 HK: Solid FY25 Results, Growth Intact, Investor Focus Shifts To Spin-Off
FY25 Plover Bay (1523 HK) concall/results summary: spin‑off is the near‑term catalyst; improved outlook for 15-20% CAGR growth supports the 22.8x...
501 Views
Plover Bay Tech (1523 HK) Floats North American Ops' Spin-Off
This is an interesting company. Despite the meteoric share price gain, I might look to get some exposure on any weakness. FY25 results will be...
460 Views
Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety-December- Picks for 2026
We compile our selection of small and mid-cap names, focusing on those with the desired characteristics of high dividend yields, value, and a...
529 Views