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.
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.