Opinions Jason Del Vicario
Plover Bay Technologies 1523.HKTOP PICKDec 23, 2025
Jason Del VicarioOwned
N/A
Stock price when the opinion was issued
Technology
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
PAST TOP PICK
(A Top Pick Dec 23/25, Up 33%)
They have no debt. Is founder-owned and -run. Shares are fairly valued at 20x PE with a 4% dividend. They're off their recent highs. His position has ballooned, so he has trimmed. Now, is a good time to enter.
Jason Del VicarioOwned
Technology
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.