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Biz Times june 26..Valuetronics to expand Post Reply Rate topic
WL123456 Supreme	26-May-2018 02:31        WL123456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fantastic set of results in my opinion . Outperforming some blue chips even though Phillips reported slower sales . Zero debt company paying dividend of HKD0.27 (S$0.0463), giving a dividend yield of 5.62% based on closing price of 0.825. Those who bought at 0.79 on Thursday will get a yield of 6%. Future looking good as they are less dependent on CE and moving into automobile electronics . Overall a good performance with a 35% improvement in dividend . How many Company is committed to paying 50% dividend ? My fingers can count lol. Really worth to hold this stock .
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nqing87 Supreme	26-May-2018 01:31        nqing87 About Contact  Quote this Post!
x 1   x 0  Alert Admin	revenue off my forecast range by 50mil.. didnt expect the reduction of revenue to be about 100mil for CE division, more than the 50mil reduction i anticipate.. profit is in line as what i predict, and better than my worse case scenario.. and dividend is same as what i expect.. compare Q3 vs Q4, there is a drop of about 20% revenue & profit, also partly cos ICE segment is contributing less comparing Q3 vs Q4.. so i guess that' s the reason some ppl say result not good, which is not something that we are not expecting.. but in any case, EPS for this year is 47.6 HK cents.. base on 5.85 exchange rate, that is about SGD 8.13 cents for EPS.. this translate to about 10 p/e ratio.. for this quarter result, EPS is about HKD 11cents.. assuming we have same results for next 4 quarters (which should probably not happen since the dutch MNC customer claims that 2nd half of the year should have better results), that' s HKD 44 cents (SGD 7.5 cents).. that' s about 11 p/e base on today price.. find me a company that has 0 debt and give more than 5% dividend with around 10 p/e ratio.. even blue chips perform worse than valuetronics.. nqing87      ( Date: 29-Apr-2018 12:04) Posted: " While the FY18 earning is due to released next month, no matter how I see it, it will just blow past FY17 revenue and it might even come close or even break the record high revenue of 2433.3M in FY14." I' m actually predicting a full year revenue of between 2900-3000M.. this is assuming that only the contribution from the dutch MNC lighting business is affected.. how i derive is as per below From info that contribution of the dutch MNC lighting business is 20-25% (i take 25% to be conservative), taking 25% of Q3 2018, this translates to 0.25x788=197M (round off to 200M) contribution to the revenue for Q3 2018.. and for Q4 2017, revenue is 636M.. assuming also same 25% contribution from Dutch MNC lighting business, that' s about 0.25x636=159M revenue from this dutch MNC lighting business in Q4 2017..  Analyst report from Kim Eng saying dutch MNC lighting business where they got their IOT bulbs from valuetronics has decreased 6% y-o-y reduction (ie we will be comparing at Q4 figures of 2017 & 2018)..  so taking this 6% reduction, 159x0.94 = ~150M revenue could be expected from this dutch MNC revenue for the coming Q4 2018.. so comparing Q4 & Q3 of 2018, we can expect a 50M decrease in revenue from this dutch lighting business.. assuming no growth from all other segments in valuetronics (we know that their ICE segment has been growing double digits % every year, but to be conservative we take 0 growth), that means Q4 2018 revenue could be 788-50=738M.. adding to 9M 2018 revenue of 2209M, this means 2209+738=2947M revenue for FY2018.. On the very negative side that dutch MNC lighting business contribute 0 revenue in Q4 2018, so this means a 200M drop in revenue compare to Q3 2018 (assuming no growth at all other segments).. this still translate to 788-200=588M revenue for Q4 2018.. this translates to 588+2209=2797M revenue for FY2018.. in this very worse case scenario, we will still see valuetronics having at least HK 45 cents eps for full year 2018 either way we will have a smashing record breaking results for valuetronics this year.. risk on my assumptions above is if the demand for valuetronics products are not linear with the results of the dutch MNC, and if the values given in the reports we read are false happyboy588      ( Date: 29-Apr-2018 10:08) Posted: very good analysis http://patiencemarketzone.blogspot.sg/2018/04/stock-incubator-valuetronics-sell-down.html?m=1
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skbeng Member	26-May-2018 00:58        skbeng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some people probably shorted the shares and keep emphasize bad things. I see the result as very good for a whole year. If the shares drop on monday, it will be not rationale. jamesng      ( Date: 26-May-2018 00:42) Posted: Result is no good? Today price up, I thought is anticipating good result..
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jamesng Master	26-May-2018 00:42        jamesng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Result is no good? Today price up, I thought is anticipating good result..
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skbeng Member	26-May-2018 00:42        skbeng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Please explain why profit increase by 32.9% for the year is a laosai result.   justinN      ( Date: 26-May-2018 00:08) Posted: Laosai results. Bloodbath on Monday.
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jackjack Veteran	26-May-2018 00:20        jackjack About Contact  Quote this Post!
x 0   x 0  Alert Admin	like i say q4 result wont be a great figure. Market already sell down before that. Monday will continue lao sai or not i dunno
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justinN Member	26-May-2018 00:08        justinN About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Laosai results. Bloodbath on Monday.
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CJIEJACK Member	25-May-2018 23:19        CJIEJACK About Contact  Quote this Post!
x 0   x 0  Alert Admin	Report will be published at 11:59PM ?
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justinN Member	25-May-2018 23:06        justinN About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	They are still figuring out where is the light switch lol
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hotelgrand Master	25-May-2018 22:21        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	not out yet results? jackjack      ( Date: 25-May-2018 21:04) Posted: previous sharp fall is due to revenue from Philips drop. Dont expect much from this quarter result
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jackjack Veteran	25-May-2018 21:04        jackjack About Contact  Quote this Post!
x 0   x 0  Alert Admin	previous sharp fall is due to revenue from Philips drop. Dont expect much from this quarter result
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hotelgrand Master	25-May-2018 18:55        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Results out at 5pm?
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Sgvale Supreme	25-May-2018 16:12        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	All would shoot up!! Sgvale      ( Date: 25-May-2018 09:28) Posted: Valutronic, Sunningdale , Hi-P same moving patterns. Controlled?
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TSSRAYMOND Member	25-May-2018 14:19        TSSRAYMOND About Contact  Quote this Post!
x 0   x 0  Alert Admin	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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Sgvale Supreme	25-May-2018 09:28        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Valutronic, Sunningdale , Hi-P same moving patterns. Controlled?
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hotelgrand Master	23-May-2018 17:35        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Big up.and big down vol normally 12m to 16 mil today about 4mil not very big as this is the leaat hit among tech sectors jamesng      ( Date: 23-May-2018 17:29) Posted: what is normal trading vol for valuetronics?
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jamesng Master	23-May-2018 17:29        jamesng About Contact  Quote this Post!
x 0   x 0  Alert Admin	what is normal trading vol for valuetronics?
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hotelgrand Master	23-May-2018 16:51        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today close above 80cts still.ok..upward momentum.as vol traded is low
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curious_moo Master	23-May-2018 15:18        curious_moo About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	XD usually end July.. u mean CD along with results? hotelgrand      ( Date: 23-May-2018 15:15) Posted: Most tech sectors got whacked but valuetronics got hit less..buy some lor..dividends n results on friday may 25
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hotelgrand Master	23-May-2018 15:15        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Most tech sectors got whacked but valuetronics got hit less..buy some lor..dividends n results on friday may 25
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