Opinions Jason Del Vicario
Plover Bay Technologies 1523.HKPAST TOP PICKAug 25, 2026
Jason Del VicarioOwned
N/A
Stock price when the opinion was issued
Technology
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TOP PICK
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.
Jason Del VicarioOwned
Technology
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.