Added to YB: 2025-07-09
Pitch date: 2025-07-04
1523.HK [bullish]
Plover Bay Technologies Limited
+6%
current return
Author Info
No bio for this author
Company Info
Plover Bay Technologies Limited, an investment holding company, designs, develops, and markets software defined wide area network routers.
Market Cap
HKD 1.0B
Pitch Price
HKD 5.90
Price Target
9.00 (+44%)
Dividend
4.19%
EV/EBITDA
19.39
P/E
24.90
EV/Sales
7.85
Sector
Communications Equipment
Category
growth
Weird Shit Investing 2025 - Plover Bay Technologies Limited
1523.HK: Plover Bay makes SpeedFusion routers turning 5G/Starlink into unbreakable connectivity. Shifting to software (25→40% of rev), expanding margins. Structural tailwinds (IoT, Starlink), aligned founder (69% owner), capital-light (71% ROE), all FCF paid as dividends. 17x FY25 P/E vs peers >25x. 17-22% 5yr IRR potential.
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