Plover Bay Technologies Ltd (1532) - Monday, Jul 14, 2025
Plover Bay Technologies, known for Peplink routers, partners with Starlink to enhance connectivity for critical applications, emphasizing reliable...
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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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