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Stockchase Opinions

Jason Del VicarioPlover Bay Technologies 1523.HKTOP PICKDec 23, 2025

price target: HK$7.60

Based in Hong Kong. A rare company that can grow without capital, an asset-lite compounder. They produce hardware and software used on cruise ships, events, mining and shuttle buses. PE is neither cheap nor expensive. Has owned this for 5 years.

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