Plover Bay (1523 HK): Postcard from Hong Kong, Growth For The Future Lining Up
We provide updates from our management visit to Plover Bay (1523 HK) in Hong Kong. We also summarize the valuation and key investment highlights...
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Overview of My Winners and Losers in 2024...and 5 High Conviction Ideas Going Into 2025
2024's "5 High Conviction Ideas" had mixed results, with Plover Bay Technologies soaring 157% while AEM Holdings plummeted over 60%. 2025's focus...
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Our Takeaways From Recent Results: Plover Bay, BTRTCM, Bamboos Healthcare
Three HK-listed companies from our Investable Universe reported results recently. Let's take a deep dive into each of them.
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Aequitas:Time Interconnect Placement-Opportunistic Raising but Momentum Is Strong;Last Deal Did Well
Time Interconnect Technology (1729 HK) is looking to raise around US$300m from a primary share placement. In this note we talk about the deal...
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The Week that Was in Greater China @Smartkarma: TSMC Wins, Chinese Housing, More on May Auto Sales
This is the 5th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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