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17-Oct-2014 08:18

Vard / Vard Holdings

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POSH looks worse, doesn' t it. IPO 115 abt 6 mths ago only. Now abt same price as Vard. At least Vard come out in the the open with all the unfavourable news. POSH got all the buy calls and price keep falling. IPO way over-priced?

moneycow ( Date: 16-Oct-2014 23:21) Posted:

wa from above $1.16 go down untill so much :(

Holders must be heart pain bleeding...................

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16-Oct-2014 22:35

Vard / Vard Holdings

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Actually, don' t think they need us to sell to them. We retails make up a minute part of the trades only. CKs who are out in full force to force down the price will have their way to play ping pong .... left right, left right ...... The shortist just tompang.

tobias_i_d ( Date: 16-Oct-2014 21:17) Posted:

So true... by selling at this current time, we just helping them make MORE money and make the prices worse...

DONT SELL!

December is less than 50 days from now.

But on the other hand, I' m waiting for this counter until below 50 cents. After reached below 50 cents, I' m going to buy. If you want to help me then please by all means do what you have to do. Thank you very much

moron101 ( Date: 16-Oct-2014 19:58) Posted:

All must know that when you sell, you are actually sold to shortists and help them to cover short positions. Think twice b4 you act..during this periods.

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16-Oct-2014 13:54

Japfa / Japfa IPO 15 August

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Yep, the way it' s falling now, looks like some cks are forcing the price down and collecting cheap. If I remember correctly, the same happepned to Pac Radiance also. Very dirty game.

finance ( Date: 16-Oct-2014 13:45) Posted:

Another reason why I think I notice this stock versus other IPOs is I notice in most other IPOs is always the stock got played up on it' s 1st day or max the 2nd day only and will keep falling from the 3rd day onwards.

But I noticed Japfa is the exact opposite, the 1st day very stagnant and 2nd day even drop 2 cts to close at 82 cts But from the 3 day onwards to the follwing next 1 to 2 weeks, Japfa keep rising and rose to a high of about 96 cts hence this means this BBs or funds do like this stock.

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16-Oct-2014 11:23

AP Strategic / APAC Strategic

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With some stocks crashing 20-30% already, this one stays unshakably solid. Which undertaker or sai kong is the chng Kay?

caringfather360 ( Date: 16-Oct-2014 10:47) Posted:

Wah long time no see a post here. Thought this will be out with all the crashing going on.. wow.. hanging on well .. creeping slow and steady... recall a due date in October and now is October.. is something going to happen ??

LuckyFortuneCat ( Date: 14-Oct-2014 14:50) Posted:

Getting ready for a PUMP-UP!

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16-Oct-2014 10:30

Valuetronics / Biz Times june 26..Valuetronics to expand

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And Philip has come out to counter the earlier flawed call. Give them great credit for standing up. .

kyrie100 ( Date: 16-Oct-2014 10:25) Posted:

If memory serves me well...both AmFraser and Philip Securities analysts were the only one who went to do a site visit in China.

As such, I' m more inclined to listen to what they say. Just saying.

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16-Oct-2014 09:42

Vard / Vard Holdings

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Now every analyst is jostling to see who gives the lowest TP!

Johnathan ( Date: 16-Oct-2014 09:35) Posted:

OSK-DMG Research

We were far from being sufficiently pessimistic when we slashed Vard?s (VARD SP) earnings forecasts earlier this week. Vard has
just guided for ?marginally negative? third-quarter EBITDA, surprising even our bearish case. We take a second swing at Vard?s
earnings estimates, cutting FY14-FY16 forecasts by 32%, 22% and 25%. We believe its book value may not hold and that a
multiple de-rating is possible. Downgrade to SELL with a lower SGD0.57 TP (vs SGD0.80), implying 30% downside.

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16-Oct-2014 09:26

Japfa / Japfa IPO 15 August

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Hmmmmmm! Seems no other views. These worried people are the dominant ones. Was IPO overpriced then? But then it was pumped up to 96c earlier. Now > 10% below IPO. How low will it go?

lifeisgood ( Date: 16-Oct-2014 09:17) Posted:

Some people are worried about the biological assets of Japfa. Not vested.

Qanghoo ( Date: 16-Oct-2014 08:38) Posted:

This one all the analyst ravings and buy calls have fallen on deaf years and blind eyes. Valuetronics one bad call causes an earthquake. Is it inexplicable human nature or manipulation? Have your own take.

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16-Oct-2014 08:38

Japfa / Japfa IPO 15 August

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dragonn ( Date: 16-Oct-2014 08:29) Posted:

5% of loss around 1k

finance ( Date: 15-Oct-2014 19:24) Posted:

So how much was your realized loss when you cut loss at 80 cts?

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15-Oct-2014 21:24

Valuetronics / Biz Times june 26..Valuetronics to expand

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Another much better considered analyst view : Shows some recommendations look ill-considered.

The concerns are not new, ...... Specifi cally, it

is about the re-structuring of one of their major consumer electronics

customer as a result of the weakness suffered by their lighting division.

This in turn is caused by intense competitive pressures from lower cost

producers in China.

While the above may be true and was the reason for the lower than

expected performance in 1Q ended June&rsquo 14, we fi nd the &ldquo zero value&rdquo

being accorded to this division a bit overly-pessimistic .......

given that Valuetronics&rsquo management has always focused on bottomline

more than top-line and if this division were to indeed by loss

making, they would not continue doing it.

And given that they have foreseen this happening some-time ago,

Valuetronics&rsquo management has already targeted the ICE business

which focuses more on industrial and commercial products to help

mitigate the slowdown in the consumer electronics business. The ICE

business is also contributing close to 40% of profi t from nothing a few

years ago when they fi rst started.

ballball58 ( Date: 15-Oct-2014 20:11) Posted:

Share price shd go up or stabalize now that 3 brokerage houses have issued more pos reports. Hoped to get in at 26c - 29c range but guess its too late.

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15-Oct-2014 17:29

Vard / Vard Holdings

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Won' t be far off to guess that some of them wld have shorted before making sell call. So, collect fat salary+make fat profit from shorts.

RoundRound ( Date: 15-Oct-2014 17:08) Posted:

These analysts usually acted after price have moved up and make a Buy call.
Abd after price down, these same analysts reverse to make Sell call.
And they still happily collecting their thick salaries without realising the losses in the ground

moneycow ( Date: 15-Oct-2014 16:45) Posted:

DBS Vickers have a recommended buy for Var just weeks back before its fall....now sing diffrent tunes...

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15-Oct-2014 16:58

Valuetronics / Biz Times june 26..Valuetronics to expand

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Any three year old kid will reason this way. Don' t know how a professional brokerage cld have come up with such an incredible flaw, aggravated manifold by the assigning of a zero value to that particular part of the coy' s business. Personally, I' m quite suspicious abt it and how the share price has reacted so drastically.

vicloo ( Date: 15-Oct-2014 16:45) Posted:

Wednesday, October 15, 2014

Valuetronics - Phillip Securities Research Team Response To Recent

1) Will the major electronics company spinning off the lighting segment mean Valuetronics will ?lose their business??

A: Unlikely. The fact is that Phillips is separating their lighting business into a new legal entity. This type of move is common. Separating different margin segments means better overall valuations for their different segments, and segments are more independent in their strategic directions. Valuetronics management has not been impacted by this announcement to date, and have still been operating as usual. Even if Phillips is going to sell off their division on the open market, it also does not mean Valuetronics will lose their business since Valuetronics is a preferred supplier and the main manufacturer of certain LED light bulb types. Who else can make those specific bulb

(Part1)

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15-Oct-2014 11:50

Valuetronics / Biz Times june 26..Valuetronics to expand

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Today, a more balanced view has emerged :

Valuetronics share tumbled yesterday on worries that the

company could lose its LED lighting business as a major lighting

customer announced intension to restructure their lighting

business division. Our analyst says business is usual for now but

its customer&rsquo s divisional restructuring bears watching. The

uncertainty would no doubt affect volumes and/or profits but

as long as it is not an extreme case of a sale to a rival who will

instantly impact the entire business line and the related supply

chain, existing vendors would have time to adjust. As of now,

LED lighting accounted for about 25% of profits. Industrials,

which accounted for 60% of profits, continue to grow with

more accounts in the pipeline while the remaining 15% of

profits are from stable PCBA (shavers, electronic gadgets)

business.

.

hotelgrand ( Date: 15-Oct-2014 11:13) Posted:

hit a low of 29.5cts beofre bouncing back to 30.5cts..still my favourite will buy back if can really go under 25cts as reported by Kim Eng.Duty Free under Ms Saw fromerly from SMRT nomally when' s she there stocks move after that tanked better avoid.Just like when she joined Auric in May about 2 years ago Auric was 75cts and shot up to $1.45 and now hovering $1.09-1.19

Jimmykohkk ( Date: 15-Oct-2014 10:20) Posted:

those looking for high dividend yield can consider switching counter from valuetronics to duty free international..

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14-Oct-2014 20:06

Valuetronics / Biz Times june 26..Valuetronics to expand

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At current price, V/tronics' next dividend might be nearly 10% yield too. Let' s hope so.

Jimmykohkk ( Date: 14-Oct-2014 19:43) Posted:

hmm.. why not look at duty free international.. every quarters giving dividend, yield close to 10%. Duty free international is like valuetronics when it was 20+ cents and no one notice until it' s share price start going up then everyone take note.

Now duty free international reminds me of Valuetronics :)

TSSRAYMOND ( Date: 14-Oct-2014 17:06) Posted:

If u invest long term, do not worry about the current price, the price is so cheap, I bought more than 150 lots today about 33.5 ave.

Every year the company will give us more than 6% yield.

Pls do not listen to those call.

Valuetronics established in 1992.

Made profit & give good dividend every year since IPO.

Base on their latest annual report, the ave dividend yield is 8.475% since IPO

The company has cash 0f HK$440,998,000, NAV is HK2.05

Wish u good luck & make some $ from this company

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14-Oct-2014 20:04

Top Global / TopGlobal

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To be fair to this company though, the catalyst for their move into Indonesia was the extremely difficult property market in Singapore after TDSR. Recall their indicating as much during one of their financial qr reporting last yr. If not, their developments at E n R Maisons and the Quinn might have moved better and they probably would have been quite profitable and declared a dividend without having to seek their fortunes outside Singapore. So, fingers crossed. the move to Indonesia might be generally well intended, albeit the way it was done probably disadvantaged minority shareholders, and shareholders may still see daylight yet.

dragonn ( Date: 14-Oct-2014 19:46) Posted:

I guess I' ll load more at the current price and really hope sukmawati can change her heart alittle bit, push the company profit higher and give us at least a little bit of dividend.

kusje58 ( Date: 14-Oct-2014 19:43) Posted:

That might be true in general but companies actually have a reputation to upkeep and won' t do hanky panky stuff for a little money as they are in it for the long haul and not such short term gains.

In any case, let' s hope they will be spurred to actually do something for the company now that it is more substantially theirs.

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14-Oct-2014 16:58

Valuetronics / Biz Times june 26..Valuetronics to expand

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Best thing is such a hot topic now, but SGX still sleeping.

edwinjup ( Date: 14-Oct-2014 16:45) Posted:

Just wanna...anyone using.cfd to short recently.....

Qanghoo ( Date: 14-Oct-2014 16:38) Posted:

Tis the time for SIAS to have a say. Is there something hanky panky? Shd this be looked into more deeply?

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14-Oct-2014 16:45

Valuetronics / Biz Times june 26..Valuetronics to expand

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Even when Vard came out with the very nasty news of the tax issue in Brazil, which is real as opposed to the guess work of some may-not-be-trusted analyst in this case, the knee-jerk reaction was far less severe the following morning. Imagine a call like that can cause a sudden 15% plunge in price, then I think it' s time for SGX to seriously look at the issue/s more closely and consider, among other things, issuing guidelines for analysts recommendations.

Qanghoo ( Date: 14-Oct-2014 16:38) Posted:

Tis the time for SIAS to have a say. Is there something hanky panky? Shd this be looked into more deeply?

buylist ( Date: 14-Oct-2014 16:35) Posted:

Where are all praise singing brokers, investors when the slide is vertical? Balls got squeeze and dont even dare to shout. I remember when it is above 40c and ppl still shout cheong ah... with unreasonable valuation call..

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14-Oct-2014 16:38

Valuetronics / Biz Times june 26..Valuetronics to expand

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Tis the time for SIAS to have a say. Is there something hanky panky? Shd this be looked into more deeply?

buylist ( Date: 14-Oct-2014 16:35) Posted:

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14-Oct-2014 16:35

Valuetronics / Biz Times june 26..Valuetronics to expand

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Fully agree with you. That' s why I implied why such an abitrary PE. Where do they pluck it from. More importantly, why is their call so powerful that there appears to be a herd instinct to sell?

nqing87 ( Date: 14-Oct-2014 16:20) Posted:

yea i saw that they value it with lower p/e, but the question is in first place, they value the company lower ' cos of uncertainty of good profits which means they probably expecting lower profits etc.. but they are estimating the profit to be like only slightly less.. if they think that profit is only going to drop like around 9% in 2015, shouldnt they value it down proportionally also (ie 7x0.9=6.3 p/e, instead of calling 4) lol.. it' s like saying im expecting profits to rise, but i give a much lower valuation ' cos of uncertainty of good profits.. contradicting isint it lol..

Qanghoo ( Date: 14-Oct-2014 16:12) Posted:

That' s because to value at 4+ times PE agatinst 7+ times PE (industry 9+ times PE). Their justification for reducing the PE cos the LED issue is not over yet and there' s uncertainty. They can say what they like cos they are not answerable to anyone. Strange thing is why is everyone apparently so convinced by their TP, based on such low PE (not too convincing too, I' d think) that all are rushing for the exit? Also, before a report of such demning magnitude is issued, I assumed they' d have engaged the coy first.

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14-Oct-2014 16:31

Valuetronics / Biz Times june 26..Valuetronics to expand

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Come to think of it, cld the sudden price surge in July 14 have been an engineered PAD (pump and dump) business? Think.

TSSRAYMOND ( Date: 14-Oct-2014 16:27) Posted:

When some one made a call, this share shoot up more than 100% from less than 0.30 to 0.59.

when another one made another call that the share can go down to 0.25, this share straight away drop more than 15%.

I pity those ppl who listen to them bought the share at more than 0.50 & now want to sell at about 0.32.

I never believe all this call, If they r so clever, all of them can make million of $, no need to make this call.

if u believe them, u always kena eatern up.

Pls invest carefully

wish all good luck

edwinjup ( Date: 14-Oct-2014 14:11) Posted:

Ke calls always powerful.......

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14-Oct-2014 16:22

Valuetronics / Biz Times june 26..Valuetronics to expand

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The irony o fthis whole analysts' business is that they are writing as if they are running the show and the coy is taking things lying down and not doing anything abt it when they are the first to have to react. Yes, we may worry that they may not be so successful in taking remedial action. But to assign a zero value is grossly overdone. I' d suggested to some officials before that analysts ought to be properly supervised. But .....

vicloo ( Date: 14-Oct-2014 16:09) Posted:

Would good earning still come in next quarter? If it is the stock will surely rebound sharply

6685ww ( Date: 14-Oct-2014 15:57) Posted:

cheap LED product from China is already there for years, not just happened like yesterday. what i read from teh report, it seems that the whole LED segment is going to collapse and KE valued it at 0x p/e, is it really that bad, is that really so worthless segment?

from a coy point of view, you are not going to change your supplier like within a day or two, there will be some indiciaton at least when youa re going to change your supplier. u wont change it just after long day meeting and the board concludes that there is a need of such changes.

from all the recent repots from brokers, it seems that valuetronic is relatively performing well in the sectors, some of the brokers do recommend a 60cents tp, but within a monht, it like roller coaster dropped from 50+c to today 33c... there is a very big gap between from what the markewt expect and what it is actually happened now... can the mgt or the company explain all this pleasE?

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