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Biz Times june 26..Valuetronics to expand Post Reply Rate topic
guards80 Supreme	27-May-2018 22:52        guards80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Valuetronics posts higher profit of HK$204.73 million for FY2018 http://www.businesstimes.com.sg/companies-markets/valuetronics-posts-higher-profit-of-hk20473-million-for-fy2018
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jamesng Master	27-May-2018 22:05        jamesng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Valuetronics don' t drop so much compared to hi p and sunningdale tech if I am correct. Most had rebounced last friday. See what happen this coming week....
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Marko1975 Elite	27-May-2018 21:29        Marko1975 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I was vested in this since it crashed to 0.66.but only got it at close to 70 cents.... sold some and had a small amt vested.. . Internet of things should be getting bigger year on year till 2020.. given the "smart device" tag for everything electronics nowadays... anyway as long as this company can expand its customer to well established IOT players.. it should be fine.. Hope tomorrow no massive sell down.. and hope some research house give this company some due respect...
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hotelgrand Master	27-May-2018 16:59        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Valuetronics? FY2018 net profit up 32.9% to HK$204.7 million with 35.0% increase in full year dividends1 ? Consumer Electronics (?CE?) revenue increased by 41.6% to HK$1,398.1 million ? Industrial and Commercial Electronics (?ICE?) revenue increased by 13.0% to HK$1,455.6 million ? Proposes a Final Dividend of 15 HK cents per share and a Special Dividend of 5 HK cents per share. Together with the Interim Dividend of 7 HK cents per share paid in December 2017, aggregate dividend for FY20181 will reach 27 HK cents per share, a 35.0% increase as compared to FY2017 (20 HK cents per share). Singapore, 25 May 2018 ? SGX Mainboard listed Valuetronics Holdings Limited (?Valuetronics?, ?鸿 通 电 子 控 股 有 限 公 司 ? or collectively with its subsidiaries, the ?Group?), a premier design and manufacturing partner for the world?s leading brands in the Consumer Electronics (?CE?) and Industrial and Commercial Electronics (?ICE?) sectors today announced that its net profit for the financial year ended 31 March 2018 (?FY2018?) has grown by 32.9% to HK$204.7 million from HK$154.1 million for the financial year ended 31 March 2017 (?FY2017?). Mr Ricky Tse Chong Hing (?谢 创 兴 ?), Chairman and Managing Director of Valuetronics commented: ?We posted a creditable set of results for FY2018 on the back of good growth from both consumer electronics and industrial and commercial electronics segments. Our customers made up of brand leaders in their respective industries, and we will continue to 1 Subject to shareholders? approval at the upcoming Annual General Meeting
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hotelgrand Master	27-May-2018 16:39        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	can print the financial report for analysis here Marko1975      ( Date: 27-May-2018 14:59) Posted: There was 100mHKG drop in revenue from consumer so i guess that sparked the share price drop due to some european lighting company ( valuetronic customer) got over inventory... There was also ard 40 to 50m HKG drop from industrial .. that one no idea what is that lifeisgood      ( Date: 27-May-2018 14:56) Posted: Q3 2018  revenue SGD 134 million Q4 2018  revenue SGD 104 million So sequentially from last quaretr to current quarter, a big drop in revenue
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Marko1975 Elite	27-May-2018 14:59        Marko1975 About Contact  Quote this Post!
x 0   x 0  Alert Admin	There was 100mHKG drop in revenue from consumer so i guess that sparked the share price drop due to some european lighting company ( valuetronic customer) got over inventory... There was also ard 40 to 50m HKG drop from industrial .. that one no idea what is that lifeisgood      ( Date: 27-May-2018 14:56) Posted: Q3 2018  revenue SGD 134 million Q4 2018  revenue SGD 104 million So sequentially from last quaretr to current quarter, a big drop in revenue. puayheng      ( Date: 27-May-2018 11:15) Posted: Anybody knows why Q4 revenue is so much lower than the previous quarter? Any concerns?
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lifeisgood Supreme	27-May-2018 14:56        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Q3 2018  revenue SGD 134 million Q4 2018  revenue SGD 104 million So sequentially from last quaretr to current quarter, a big drop in revenue. puayheng      ( Date: 27-May-2018 11:15) Posted: Anybody knows why Q4 revenue is so much lower than the previous quarter? Any concerns?
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puayheng Member	27-May-2018 11:15        puayheng About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Anybody knows why Q4 revenue is so much lower than the previous quarter? Any concerns?
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TSSRAYMOND Member	26-May-2018 19:56        TSSRAYMOND About Contact  Quote this Post!
x 0   x 0  Alert Admin	You are right(cash 671.1miiiions), I exclude the term deposits of 116,256,000. Cash per share about HK$1.55 nqing87      ( Date: 26-May-2018 16:55) Posted: Their cash is actually 671mil i think.. they got so much cash that they park 100mil+ in term deposit.. TSSRAYMOND      ( Date: 26-May-2018 06:22) Posted: Very good result. (expected) Profit increased by 32.9%. Dividend +35% more. Will buy more on Monday.   Where to find a company with no debt, cash HK554.831 million, payout dividend every year with a yield  of 5.3% to 11.9%
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zandlery Supreme	26-May-2018 18:30        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	It announce last night around 11.30pm hotelgrand      ( Date: 26-May-2018 18:13) Posted: I check sgx website .no results lei?
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hotelgrand Master	26-May-2018 18:13        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	I check sgx website .no results lei?
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nqing87 Supreme	26-May-2018 16:55        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Their cash is actually 671mil i think.. they got so much cash that they park 100mil+ in term deposit.. TSSRAYMOND      ( Date: 26-May-2018 06:22) Posted: Very good result. (expected) Profit increased by 32.9%. Dividend +35% more. Will buy more on Monday.   Where to find a company with no debt, cash HK554.831 million, payout dividend every year with a yield  of 5.3% to 11.9% TSSRAYMOND      ( Date: 25-May-2018 14:19) Posted: Full year result release tonight. Expect profit above 200millions. EPS near to 50cents. Hope Dividend total 27 cents for this FY,(20cents+ 7cents interim) Yield more than 5.5% This share payout dividend every year. The  yields for past 10 years is between 5.3% to 11.9% shown in Q2 FY18 result) Vested in this share.
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hotelgrand Master	26-May-2018 16:10        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Results still not out?? No chance to buy at 60plus cts..during the drastic drop..this stock has no institutional interest though it is a good growth company with no debts
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nqing87 Supreme	26-May-2018 15:42        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think they are basing on some articles like saying electronics are having slow down.. i think valuetronics has not been given a good valuation compare to other electronics counter, given how strong its balance sheet is and much more consistent performance it delivers.. Sgvale      ( Date: 26-May-2018 14:48) Posted: It's good. Those said no good just want to wait for opportunity to enter. Some can even predict slow down as far as 6 months ahead. Can become fortune teller. DaDaFar      ( Date: 26-May-2018 11:29) Posted: I agreed the results are very good. For those who think the results are not good enough, please show me  a blue chip  company that   has performed better. Valuetronic consistently reinvent itself in terms of product line. It gives consistently very good dividends yearly -.between 5-10 % Its NAV is 41 sg cents . CPS is 26 sg cents. which means it only values its business model- software and hardware at 16 sg cents per share. yet it make 8.1 sg cents per share. This company has GROSSLY undervalue its NAV.  Its P/B is like to be closer to 1 or less  and thats on the a conservative side Its current share price is 82.5 cents. SO if you pay 82.5 cents for the share you are actually buying the share at 56.5 cents (ie 82.5- 26 + 56.5). Hence its  PE minus cash is less than 7 . For those who have negative things to say about Valuetronics , please give an example of a company better than Valuetronics
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zandlery Supreme	26-May-2018 15:00        zandlery About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I think winning an argument here whether the result is good or not doesn't matter. I believe what's matters is Monday any movement on the share price. Good movement depend on which position you are in.... Unless you are just using a trial investing account and just want to test your theory....if that's the case by all means..
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Sgvale Supreme	26-May-2018 14:48        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	It's good. Those said no good just want to wait for opportunity to enter. Some can even predict slow down as far as 6 months ahead. Can become fortune teller. DaDaFar      ( Date: 26-May-2018 11:29) Posted: I agreed the results are very good. For those who think the results are not good enough, please show me  a blue chip  company that   has performed better. Valuetronic consistently reinvent itself in terms of product line. It gives consistently very good dividends yearly -.between 5-10 % Its NAV is 41 sg cents . CPS is 26 sg cents. which means it only values its business model- software and hardware at 16 sg cents per share. yet it make 8.1 sg cents per share. This company has GROSSLY undervalue its NAV.  Its P/B is like to be closer to 1 or less  and thats on the a conservative side Its current share price is 82.5 cents. SO if you pay 82.5 cents for the share you are actually buying the share at 56.5 cents (ie 82.5- 26 + 56.5). Hence its  PE minus cash is less than 7 . For those who have negative things to say about Valuetronics , please give an example of a company better than Valuetronics
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nqing87 Supreme	26-May-2018 12:33        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	the laosai in revenue is due to the customer philips lighting having below par results, which is something market already factored in & that' s why the big drop in share price recently.. Phlilip says business should recover at 2nd half of the year.. for the rest of valuetronics customers, not sure as to their projected performance.. as of current, valuetronics p/e ratio around 10, so it is fairly valued in my opinion given the drop in sentiment towards electronics related counters.. in order to see valuetronics at cheaper price, that must mean that they will be performing worse than this current quarter.. valuetronics is in the IOT business, and there is still much room for growth in in-car connectivity.. basically valuetronics is in-line with the future demands of the world needs, ie moving to digital age where lots of IOT features are incorporated.. so if u talk about longer term prospect, i dont think we will see valuetronics revenue dropping long term.. it is just a matter of opportunity of when to jeep in valuetronics, with those non-vested hoping to jeep at low price.. valuetronics is not a popular counter to play with cos it is HK company.. so it is under-appreciated by our BB & uncle/auntie retailers.. but after 5 years of consecutive strong & consistent dividend, ppl should appreciate more of it' s strength as a good dividend counter, better than ALL blue chips yield, and on par with debt-laden reits.. DYODD as what u said.. my humble opinion as a vested retailer for 4 years justinN      ( Date: 26-May-2018 12:10) Posted: Q4 laosai... showing red flag signs of slowing down (almost 20% decline of revenue) and trouble ahead. Take a huge pinch of salt, esp what the cheerleaders are saying and DYODD please.    Those who have ears, let them hear this: At such prices, always good to take your money off the table, before it hits 60c again =)
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justinN Member	26-May-2018 12:10        justinN About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Q4 laosai... showing red flag signs of slowing down (almost 20% decline of revenue) and trouble ahead. Take a huge pinch of salt, esp what the cheerleaders are saying and DYODD please.    Those who have ears, let them hear this: At such prices, always good to take your money off the table, before it hits 60c again =)
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DaDaFar Member	26-May-2018 11:29        DaDaFar About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agreed the results are very good. For those who think the results are not good enough, please show me  a blue chip  company that   has performed better. Valuetronic consistently reinvent itself in terms of product line. It gives consistently very good dividends yearly -.between 5-10 % Its NAV is 41 sg cents . CPS is 26 sg cents. which means it only values its business model- software and hardware at 16 sg cents per share. yet it make 8.1 sg cents per share. This company has GROSSLY undervalue its NAV.  Its P/B is like to be closer to 1 or less  and thats on the a conservative side Its current share price is 82.5 cents. SO if you pay 82.5 cents for the share you are actually buying the share at 56.5 cents (ie 82.5- 26 + 56.5). Hence its  PE minus cash is less than 7 . For those who have negative things to say about Valuetronics , please give an example of a company better than Valuetronics
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TSSRAYMOND Member	26-May-2018 06:22        TSSRAYMOND About Contact  Quote this Post!
x 0   x 0  Alert Admin	Very good result. (expected) Profit increased by 32.9%. Dividend +35% more. Will buy more on Monday.   Where to find a company with no debt, cash HK554.831 million, payout dividend every year with a yield  of 5.3% to 11.9% TSSRAYMOND      ( Date: 25-May-2018 14:19) Posted: Full year result release tonight. Expect profit above 200millions. EPS near to 50cents. Hope Dividend total 27 cents for this FY,(20cents+ 7cents interim) Yield more than 5.5% This share payout dividend every year. The  yields for past 10 years is between 5.3% to 11.9% shown in Q2 FY18 result) Vested in this share.   Sgvale      ( Date: 25-May-2018 09:28) Posted: Valutronic, Sunningdale , Hi-P same moving patterns. Controlled?
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