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Biz Times june 26..Valuetronics to expand Post Reply Rate topic
Intercept Veteran	03-Jul-2013 13:13        Intercept About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is this worth buying now?
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appleronaldo Veteran	24-Jun-2013 18:25        appleronaldo About Contact  Quote this Post!
x 0   x 0  Alert Admin	higher us-dollar should boost revenue and profit, higher hkd exchange rate mean higher dividends in Singapore Dollars.   $0.08 HKD = $0.0132 (x0.1651) this week $0.08 HKD = $0.0128 (x0.16) last few week
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daylight28 Senior	20-Jun-2013 13:50        daylight28 About Contact  Quote this Post!
x 0   x 0  Alert Admin	rally not enough juice to chiong
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johnng Supreme	20-Jun-2013 13:46        johnng About Contact  Quote this Post!
x 0   x 0  Alert Admin	1 AUG 2013...HKD $0.08 = $0.013 SGD cents........LOAD some before it rally
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beginners Veteran	08-Jun-2013 09:31        beginners About Contact  Quote this Post!
x 0   x 0  Alert Admin	May I know when the DVD confirm? Thks.
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rbgmauq Member	07-Jun-2013 21:11        rbgmauq About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Valuetronics (BN2) has an ongoing P/E of 6.83, which indicates that   it is undervalued. Technical indicators MACD, Stochastic Oscillator and RSI are increasing.     http://sgx.stoxline.com/quote.php?s=bn2
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cheongsl Master	02-Jun-2013 07:38        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yup 8cts HKD is consider quite generous already. The licensing department budget overrun actually only discover somewhere 1Q last year, thus it is only start reflecting on 2Q financial report. They have did something that is not a common practice, that is restate the financial loss to previous year, but in actual fact to them FY 2012 when they declare a divident of 17HKcts the earning per share is 44.4HKcts, that equate to 38% of their earning. But in actual scenario in FY 2013, what being seen by the company earning should be 32.8HKcts - 11HKcts (Loss due to licensing department) -8.3HKcts (loss restate due to licensing department) = 13.5HKcts per share, thus a 8HKcts to the company for this year earning should be equate to 59.2% of their earning. Don't forget all the planning was still based on unknown overrun until  after 1Q FY 2013. What I admire is the way that the company handle such situation, decisive, close down the unearning department immediately. And Also once this closing down issue, Chief Technical Officer was ask to go. Some company might just transfer the CTO to other department. But Valuetronics decision show a clear understanding of business world. The unnotice overrun must be due to false reporting or poor management, if the company allow such chief to stay then the company other department will also failed. Especially when China PMI continue to increase I believe valuetronics will benefit from this trend and the way they take care of their share holder with proper amount of divident payout also make me clasified this counter under my divident payout porfolio. 5月 PMI显 示 指 数 有 所 回 升 经 济 持 续 走 稳 国 物 流 与 采 购 联 合 会 、 国 家 统 计 局 服 务 业 调 查 中 心 发 布 的 2013年 5月 份 中 国 制 造 业 采 购 经 理 指 数 (PMI)为 50.8%， 比 上 月 回 升 0.2个 百 分 点 ， 分 项 指 数 中 多 数 指 数 有 所 回 升 ， 整 体 走 势 好 于 历 史 同 期 ， 显 示 当 前 经 济 运 行 基 本 态 势 稳 中 见 升 。 　 　 行 业 企 稳 回 升 基 本 面 扩 大 。 21个 行 业 当 中 ， 有 14个 行 业 PMI指 数 达 到 50%以 上 ， 显 示 多 数 行 业 企 稳 回 升 。 钢 铁 、 有 色 等 周 期 性 行 业 回 升 明 显 ， 新 订 单 指 数 回 升 均 达 到 2个 百 分 点 ， 生 产 指 数 回 升 超 过 4个 百 分 点 。 同 “衣 、 食 、 住 、 行 ”密 切 相 关 的 消 费 品 行 业 回 升 也 较 为 显 著 ， 其 PMI指 数 回 升 至 50%以 上 ， 显 示 公 众 消 费 需 求 趋 升 。 　 　 企 业 经 营 形 势 逐 渐 转 好 。 今 年 以 来 ， 大 型 企 业 一 直 稳 定 在 51%以 上 ， 波 动 较 小 ； 中 型 企 业 自 3月 份 以 来 在 50%以 上 持 续 小 幅 回 升 ， 5月 份 较 上 月 回 升 0.7个 百 分 点 ， 达 到 51.4%。 目 前 大 中 型 企 业 PMI指 数 均 回 升 至 去 年 同 期 水 平 之 上 ， 反 映 出 大 中 型 企 业 经 营 状 况 持 续 好 转 ， 微 观 经 济 基 础 趋 向 改 善 。 　 　 结 构 调 整 进 一 步 显 示 成 效 。 今 年 以 来 ， 装 备 制 造 业 产 需 持 续 同 步 回 升 。 5月 份 回 升 进 一 步 加 快 。 新 订 单 指 数 、 生 产 指 数 均 达 到 58%以 上 ， 较 上 月 回 升 超 过 4个 百 分 点 ， 显 示 出 装 备 制 造 业 在 需 求 支 撑 下 稳 步 回 升 ， 整 体 发 展 势 头 良 好 。 　 　 库 存 调 整 呈 见 底 迹 象 。 企 业 采 购 活 动 增 加 ， 库 存 有 所 回 升 ， 购 进 价 格 明 显 反 弹 。 采 购 量 指 数 为 51.5%， 较 上 月 上 升 0.5个 百 分 点 ， 连 续 三 个 月 保 持 在 51%以 上 。 与 此 相 应 ， 产 成 品 库 存 指 数 、 原 材 料 库 存 指 数 低 位 回 升 ， 购 进 价 格 指 数 明 显 反 弹 ， 较 上 月 回 升 5个 百 分 点 。 综 合 来 看 ， 当 前 企 业 库 存 调 整 呈 现 见 底 迹 象 ， 后 期 采 购 、 补 库 等 经 营 活 动 趋 于 积 极 ， 将 为 宏 观 经 济 企 稳 回 升 带 来 一 定 空 间 。 johnng      ( Date: 28-May-2013 10:57) Posted: Something to watch out for at $0.215.....big fat dividends of $0.01297 or $0.08HKD announce in FY report 13
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johnng Supreme	28-May-2013 11:43        johnng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buying keep increasing at $0.21......most buying for dividends
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johnng Supreme	28-May-2013 10:57        johnng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Something to watch out for at $0.215.....big fat dividends of $0.01297 or $0.08HKD announce in FY report 13
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johnng Supreme	27-May-2013 21:04        johnng About Contact  Quote this Post!
x 0   x 0  Alert Admin	HK dollar rising with the US dollar....dividend will be higher once converted to Singapore dollar... they paying HK$0.08 to shareholders...really solid dividends..
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johnng Supreme	27-May-2013 13:06        johnng About Contact  Quote this Post!
x 0   x 0  Alert Admin	stil holding on at $0.21
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cheongsl Master	27-May-2013 07:36        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	There isn't much changes in the result, thus the result is still quite  consistance. But the discountinous operation is only annouce this year, thus the loss of the discontinous operation actually being accounted for at this year financial statement under the book keeping.   2013 Q3 2012 Q3 2013 Q4 2012 Q4   HK$'000 HK$'000 HK$'000 HK$'000 Revenue 508,103 607,134 479,125 573,920 Cost of sales -443,721 -521,200 -419,482 -497,695 Gross profit 64,382 85,934 59,643 76,225 Other income 2,860 4,539 2,814 4,203 Selling and distribution costs -8,299 -11,595 -7,911 -9,163 Administrative expenses -28,491 -27,294 -26,563 -27,561 Net other operating (losses)/gains -43 152 132 -52 Profit from operations 30,409 51,736 28,115 43,652 Finance costs -289 -511 -212 -392 Profit before tax 30,120 51,225 27,903 43,260 Income tax expense -4,487 -7,207 -2,102 39 Profit for the year from continuing operations 25,633 44,018 25,801 43,299 Loss for the year from discontinued operations -1,125 -12,529 -665 -4,877 Profit for the year 24,508 31,489 25,136 38,422 beginners      ( Date: 25-May-2013 17:18) Posted: Report earning no good but still goes to 0.225. Don't understand anyone can enlighten? Thks. Not vested.
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beginners Veteran	25-May-2013 17:18        beginners About Contact  Quote this Post!
x 0   x 0  Alert Admin	Report earning no good but still goes to 0.225. Don't understand anyone can enlighten? Thks. Not vested.
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johnng Supreme	23-May-2013 11:43        johnng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Strong breakout past $0.225
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oldflyingfox Master	23-May-2013 10:52        oldflyingfox About Contact  Quote this Post!
x 0   x 0  Alert Admin	HK8cts dividend announced this morning.
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cheongsl Master	13-May-2013 22:14        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually this is the only remaining dividend stock inside my dividend porfortlio, have already sold all my Reits last years  as price runs up which make the dividend return reduce and risk increase. Have also diversify MIIF before the halt. Now, leave with this in my dividend  porfortlio. cheongsl      ( Date: 13-May-2013 21:25) Posted: Yup, the dividend payout will not be better then last year, due to discontinue operation. But should be still quite high compare to other counter in STI. sk6666      ( Date: 13-May-2013 12:27) Posted: Think the dividend payout this round will NOT be better than the  preceding year which is (HKD0.17). Based on last 9mths group performance ended 31Dec2012. Vested.
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sk6666 Master	13-May-2013 21:31        sk6666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sounds logical. Thanks for enlightening. Vested. cheongsl      ( Date: 13-May-2013 21:20) Posted: This is an old report which was release in feb, you mean you get shock for an old report? If you are vest there should be certain reason for your vesting, if you are not vest there is nothing for you to worry about. I don't believe in all this reports, as most of this report show a lack of analysis, without stating logical reason and also does not have indept analysis of the situation. It is just a figure comparison and some idea of buying and selling, and they just come out with certain rolling figure for future fianancial year expection, which seems no logical connection to actual event. For an overrun facilities, you will see negation of profit  occuring in the realising year, and the reason for discontinue of the licensing department is due to relising of lossing business in 1Q2012 , thus the profit release in the year of 2011 is actually negate out in 2012, thus you will see a worst then previous year result. And due to disconinue operation there are also termination charges etc. this will shield the actual profitability. Thus for the subsequent year you will see better then expected result from 2012 as this negation is gone. That is my understanding for the accounting practice, correct me if I am wrong. The negation due to discontinue operation have reduce for 9M2012 compare to 6M2012, thus most of the loss due to discontinue of operation should have release and the Earning per share is 14.7HK cts for 9M2012. Thus with this I am expecting a 19~21HK cts for the Full year result, and a much better result for next year after the discontinue of the lossing department. sk6666      ( Date: 13-May-2013 13:16) Posted: Do search on last Q report, happen to find this : http://sgx.i3investor.com/servlets/ptres/3814.jsp  Was shocked with their t/p. Quite worrying now.
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cheongsl Master	13-May-2013 21:25        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yup, the dividend payout will not be better then last year, due to discontinue operation. But should be still quite high compare to other counter in STI. sk6666      ( Date: 13-May-2013 12:27) Posted: Think the dividend payout this round will NOT be better than the  preceding year which is (HKD0.17). Based on last 9mths group performance ended 31Dec2012. Vested.
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cheongsl Master	13-May-2013 21:20        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is an old report which was release in feb, you mean you get shock for an old report? If you are vest there should be certain reason for your vesting, if you are not vest there is nothing for you to worry about. I don't believe in all this reports, as most of this report show a lack of analysis, without stating logical reason and also does not have indept analysis of the situation. It is just a figure comparison and some idea of buying and selling, and they just come out with certain rolling figure for future fianancial year expection, which seems no logical connection to actual event. For an overrun facilities, you will see negation of profit  occuring in the realising year, and the reason for discontinue of the licensing department is due to relising of lossing business in 1Q2012 , thus the profit release in the year of 2011 is actually negate out in 2012, thus you will see a worst then previous year result. And due to disconinue operation there are also termination charges etc. this will shield the actual profitability. Thus for the subsequent year you will see better then expected result from 2012 as this negation is gone. That is my understanding for the accounting practice, correct me if I am wrong. The negation due to discontinue operation have reduce for 9M2012 compare to 6M2012, thus most of the loss due to discontinue of operation should have release and the Earning per share is 14.7HK cts for 9M2012. Thus with this I am expecting a 19~21HK cts for the Full year result, and a much better result for next year after the discontinue of the lossing department. sk6666      ( Date: 13-May-2013 13:16) Posted: Do search on last Q report, happen to find this : http://sgx.i3investor.com/servlets/ptres/3814.jsp  Was shocked with their t/p. Quite worrying now.
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sk6666 Master	13-May-2013 13:16        sk6666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Do search on last Q report, happen to find this : http://sgx.i3investor.com/servlets/ptres/3814.jsp  Was shocked with their t/p. Quite worrying now.
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