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Biz Times june 26..Valuetronics to expand Post Reply Rate topic
lifeisgood Supreme	18-Aug-2017 14:19        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Weakening. Kiasu sold some this morning. But.... not enough.
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lifeisgood Supreme	18-Aug-2017 10:33        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seems like no more catalysts for upside in the short term.
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lifeisgood Supreme	17-Aug-2017 11:25        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree, for the time being, things look ok. Usually inventories become an issue when there is a big industry downturn, and lots of inventories need to be written off. For now, the industry is still healthy. But it is something I have to remind myself to look at, not just top line, bottom line.  nqing87      ( Date: 17-Aug-2017 11:18) Posted: I think when a company is growing in revenue, the trade receivables will increase.. client cannot be so nice to agree on a 100% cash downpayment before delivering the goods, so they end up as trade receivables.. anyway, we cannot say anything much abt their increase in trade receivables and inventories with the limited info.. but i think the build up could be in anticipation of revenue growth.. for the drop in cash, if u look at the cash flow, they had purchase quite some amt of available for sale financial assets and property/plant/equipment.. no details are given and again we can only guess.. i suppose they are purchasing more equipment to meet the increased demand for their products
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nqing87 Supreme	17-Aug-2017 11:18        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think when a company is growing in revenue, the trade receivables will increase.. client cannot be so nice to agree on a 100% cash downpayment before delivering the goods, so they end up as trade receivables.. anyway, we cannot say anything much abt their increase in trade receivables and inventories with the limited info.. but i think the build up could be in anticipation of revenue growth.. for the drop in cash, if u look at the cash flow, they had purchase quite some amt of available for sale financial assets and property/plant/equipment.. no details are given and again we can only guess.. i suppose they are purchasing more equipment to meet the increased demand for their products
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breadman Member	17-Aug-2017 10:05        breadman About Contact  Quote this Post!
x 0   x 0  Alert Admin	your interpretation is correct.... lifeisgood      ( Date: 17-Aug-2017 09:59) Posted: I dont get your inventory numbers. I thought it is HKD 358 million? breadman      ( Date: 17-Aug-2017 09:49) Posted: Their  inventories does not pile and in fact reduced significantly from last quarter (66,252 vs 93,182) This is quote from their cash and cash equivalent for the past  few quarters ended Jun15 - 534,376mil ended Sep15 - 518,396mil (after paid of dividend 75,478mil) ended Dec15 - 681,774mil ended Mar16 - 689,260mil ended Jun16 - 744,939mil ended Sep16 - 659,185mil (after paid of dividend 75,843mil) ended Dec16 - 670,166mil ended Mar17 - 752,941mil ended Jun17 - 719,333mil
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lifeisgood Supreme	17-Aug-2017 09:59        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	I dont get your inventory numbers. I thought it is HKD 358 million? breadman      ( Date: 17-Aug-2017 09:49) Posted: Their  inventories does not pile and in fact reduced significantly from last quarter (66,252 vs 93,182) This is quote from their cash and cash equivalent for the past  few quarters ended Jun15 - 534,376mil ended Sep15 - 518,396mil (after paid of dividend 75,478mil) ended Dec15 - 681,774mil ended Mar16 - 689,260mil ended Jun16 - 744,939mil ended Sep16 - 659,185mil (after paid of dividend 75,843mil) ended Dec16 - 670,166mil ended Mar17 - 752,941mil ended Jun17 - 719,333mil   lifeisgood      ( Date: 17-Aug-2017 09:00) Posted: Recently, the cash pile has not been growing, I think due to the large inventories build up. Venture in its recent earnings release mentioned something about inventory building. It is able to avoid buiding up massive inventory due to close R& D efforts with their clients, something Venture is very proud of. Seems like Valuetronics inventory build up is something to worry about.
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breadman Member	17-Aug-2017 09:59        breadman About Contact  Quote this Post!
x 0   x 0  Alert Admin	opps...my interpretation on the inventory is wrong...Lifeisgood is correct... breadman      ( Date: 17-Aug-2017 09:49) Posted: Their  inventories does not pile and in fact reduced significantly from last quarter (66,252 vs 93,182) This is quote from their cash and cash equivalent for the past  few quarters ended Jun15 - 534,376mil ended Sep15 - 518,396mil (after paid of dividend 75,478mil) ended Dec15 - 681,774mil ended Mar16 - 689,260mil ended Jun16 - 744,939mil ended Sep16 - 659,185mil (after paid of dividend 75,843mil) ended Dec16 - 670,166mil ended Mar17 - 752,941mil ended Jun17 - 719,333mil   lifeisgood      ( Date: 17-Aug-2017 09:00) Posted: Recently, the cash pile has not been growing, I think due to the large inventories build up. Venture in its recent earnings release mentioned something about inventory building. It is able to avoid buiding up massive inventory due to close R& D efforts with their clients, something Venture is very proud of. Seems like Valuetronics inventory build up is something to worry about.
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breadman Member	17-Aug-2017 09:49        breadman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Their  inventories does not pile and in fact reduced significantly from last quarter (66,252 vs 93,182) This is quote from their cash and cash equivalent for the past  few quarters ended Jun15 - 534,376mil ended Sep15 - 518,396mil (after paid of dividend 75,478mil) ended Dec15 - 681,774mil ended Mar16 - 689,260mil ended Jun16 - 744,939mil ended Sep16 - 659,185mil (after paid of dividend 75,843mil) ended Dec16 - 670,166mil ended Mar17 - 752,941mil ended Jun17 - 719,333mil   lifeisgood      ( Date: 17-Aug-2017 09:00) Posted: Recently, the cash pile has not been growing, I think due to the large inventories build up. Venture in its recent earnings release mentioned something about inventory building. It is able to avoid buiding up massive inventory due to close R& D efforts with their clients, something Venture is very proud of. Seems like Valuetronics inventory build up is something to worry about.
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lifeisgood Supreme	17-Aug-2017 09:15        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Taking a closer look at the numbers, based on lateste eranings release: Trade receivable rose from HKD 486 to HKD 562 million Inventories rose from HKD 291 to HKD 358 million Cash dropped from HKD 752 to HKD 719 million.  Would anybody here be able to shine some lights on these numbers?
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lifeisgood Supreme	17-Aug-2017 09:00        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Recently, the cash pile has not been growing, I think due to the large inventories build up. Venture in its recent earnings release mentioned something about inventory building. It is able to avoid buiding up massive inventory due to close R& D efforts with their clients, something Venture is very proud of. Seems like Valuetronics inventory build up is something to worry about.
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breadman Member	17-Aug-2017 08:27        breadman About Contact  Quote this Post!
x 0   x 0  Alert Admin	nothing to worry if you really know about the stock...
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skbeng Member	17-Aug-2017 01:12        skbeng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry about typo, out on Wednesday before 4pm.
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skbeng Member	17-Aug-2017 01:10        skbeng About Contact  Quote this Post!
x 0   x 0  Alert Admin	The report was out in Thursday while the stock was trading, I think it does not has any impact at all. In fact, I think it went up. lifeisgood      ( Date: 16-Aug-2017 23:15) Posted: Hope not too much negative reactions to the analyst reports tomorrow. Watching closely tomorrow.
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lifeisgood Supreme	16-Aug-2017 23:15        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope not too much negative reactions to the analyst reports tomorrow. Watching closely tomorrow.
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spangle Member	16-Aug-2017 23:03        spangle About Contact  Quote this Post!
x 0   x 0  Alert Admin	growth engines: 1.  still has second autocarmaker numbers not in. 2. potential M& A 3. potential special div weakness 1. order outlook weak 2. competition in LED segment will still add on weakness   lifeisgood      ( Date: 16-Aug-2017 22:57) Posted: Yes, just read. Seems like RHB analyst does not like Valuetronics. I think UOB also came out with some NEUTRAL/HOLD report on Valuetronics, target price 94 cents, but recommend entry only at 85 cents. So got to watch out. Think they intend to bash down the stock. I may sell half my holding tomorrow. Better lock in some profits first and then see how later. After all, it has already had a superb run.    It might need to take a rest as most of the good news have already been out.  skbeng      ( Date: 16-Aug-2017 21:41) Posted: RHB never recommend BUY for this stock ever, if I remember, always on HOLD...
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lifeisgood Supreme	16-Aug-2017 22:57        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, just read. Seems like RHB analyst does not like Valuetronics. I think UOB also came out with some NEUTRAL/HOLD report on Valuetronics, target price 94 cents, but recommend entry only at 85 cents. So got to watch out. Think they intend to bash down the stock. I may sell half my holding tomorrow. Better lock in some profits first and then see how later. After all, it has already had a superb run.    It might need to take a rest as most of the good news have already been out.  skbeng      ( Date: 16-Aug-2017 21:41) Posted: RHB never recommend BUY for this stock ever, if I remember, always on HOLD... Morello      ( Date: 16-Aug-2017 17:43) Posted: RHB kept Value at HOLD with tp of 93 cents
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skbeng Member	16-Aug-2017 21:41        skbeng About Contact  Quote this Post!
x 0   x 0  Alert Admin	RHB never recommend BUY for this stock ever, if I remember, always on HOLD... Morello      ( Date: 16-Aug-2017 17:43) Posted: RHB kept Value at HOLD with tp of 93 cents
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Morello Veteran	16-Aug-2017 17:57        Morello About Contact  Quote this Post! Style: Combined   Mood: Yells: "In it for the long haul"
x 0   x 0  Alert Admin	yes tankookoo      ( Date: 16-Aug-2017 17:47) Posted: Just out the research report?   Morello      ( Date: 16-Aug-2017 17:43) Posted: RHB kept Value at HOLD with tp of 93 cents
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daylight28 Senior	16-Aug-2017 17:51        daylight28 About Contact  Quote this Post!
x 0   x 0  Alert Admin	shiok to see it going to clear $1 soon. regret not loading more when it was 80 cents
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tankookoo Master	16-Aug-2017 17:47        tankookoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just out the research report?   Morello      ( Date: 16-Aug-2017 17:43) Posted: RHB kept Value at HOLD with tp of 93 cents
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