Plover Bay Technologies Ltd (Peplink) (1523.HK)
Pitch Summary: Plover Bay is a niche networking vendor whose Peplink-branded multi-WAN routers anchor “unbreakable connectivity” for mobile and hard-to-reach deployments (maritime, emergency response, remote sites). After a decade of 20%+ revenue CAGRs, the model is shifting from one-off hardware to “hardware-enabled SaaS”: subscriptions for InControl management, SpeedFusion bonding, and security now exceed 30% of […]
