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Biz Times june 26..Valuetronics to expand Post Reply Rate topic
kyrie100 Member	24-Nov-2014 09:36        kyrie100 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I did. Alamak, forgot to copy and paste here too. Just bought back in....0.36   hotelgrand      ( Date: 19-Nov-2014 17:11) Posted: I thought u sold at another forum already...   Originally Posted by  kyrie100  Eating eating....sold 0.355 Waiting to drop so can buy more.... kyrie100      ( Date: 19-Nov-2014 09:38) Posted: Assuming they keep their $0.03SGD (HK converted to SGD) dividend, that' s a 8.7% dividend yield. If can break 0.36 resistance wall - it will be time to dance.
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hotelgrand Master	19-Nov-2014 17:11        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	I thought u sold at another forum already...   Originally Posted by  kyrie100  Eating eating....sold 0.355 Waiting to drop so can buy more.... kyrie100      ( Date: 19-Nov-2014 09:38) Posted: Assuming they keep their $0.03SGD (HK converted to SGD) dividend, that' s a 8.7% dividend yield. If can break 0.36 resistance wall - it will be time to dance.
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kyrie100 Member	19-Nov-2014 09:38        kyrie100 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Assuming they keep their $0.03SGD (HK converted to SGD) dividend, that' s a 8.7% dividend yield. If can break 0.36 resistance wall - it will be time to dance.
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HVRRVH Elite	10-Nov-2014 17:38        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	Envy you. I also collected dividend but sell at 48! Still earned but a bit knn hehe. Jeep back at 355 few days ago. Not core holding though unlike the previous round. hotelgrand      ( Date: 10-Nov-2014 17:20) Posted: Technical analysis good for entrty point..what I want to know long term Valuetronics still has future-listed in 2007 and profit all the way..last 3 years zero gearing..wad u think..i made one round selling ex dividend at 54cts think2profit      ( Date: 09-Nov-2014 23:26) Posted: When one is not certain, go and study the monthly, weekly and daily charts. You should get some good ideas what may happen moving forward. Remember one key investors' behavior is loss aversion
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hotelgrand Master	10-Nov-2014 17:20        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Technical analysis good for entrty point..what I want to know long term Valuetronics still has future-listed in 2007 and profit all the way..last 3 years zero gearing..wad u think..i made one round selling ex dividend at 54cts think2profit      ( Date: 09-Nov-2014 23:26) Posted: When one is not certain, go and study the monthly, weekly and daily charts. You should get some good ideas what may happen moving forward. Remember one key investors' behavior is loss aversion
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think2profit Master	09-Nov-2014 23:26        think2profit About Contact  Quote this Post!
x 0   x 0  Alert Admin	When one is not certain, go and study the monthly, weekly and daily charts. You should get some good ideas what may happen moving forward. Remember one key investors' behavior is loss aversion
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hotelgrand Master	09-Nov-2014 23:01        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Valuetronics just reported a 8.4% drop in 2nd qtr profit to HK$36.3mil drawing vastly different recommendations from brokers Kim Eng-sell with a target $0.25 target AmFraser-buy with $0.54 target because it said the co has S$0.19 cash per share Philip-buy with a target price of $0.495,recent price weakness is overdone and it is undervalued on the most pessimistic of scenarios.If we assume the rest of the year has zero earnings growthand Q3 and Q4 earnings are the same as Q2,this implies a FY15 net income of HK$142.8mil which is only a 3-4% drop from FY14 So who is right? http://www.shareinvestor.com/fundame...ls.html..share  price close to NAV
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hotelgrand Master	07-Nov-2014 14:39        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Valuetronics -PE 5.995...is   agrowth stock with zero gearing kyrie100      ( Date: 07-Nov-2014 09:48) Posted: Let me get this straight.... No comments/discussion about content, but company should fire analyst...because of....emocons? What' s the logic here?????   Original does not come with smily faces or emocons - by the way. Link: cant post. Just go to remisiers dot org and search morning note.   hotelgrand added???? Well...I think it' s cute :D hahah. Adds some flavour to the boring market atm.
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kyrie100 Member	07-Nov-2014 09:48        kyrie100 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let me get this straight.... No comments/discussion about content, but company should fire analyst...because of....emocons? What' s the logic here?????   Original does not come with smily faces or emocons - by the way. Link: cant post. Just go to remisiers dot org and search morning note.   hotelgrand added???? Well...I think it' s cute :D hahah. Adds some flavour to the boring market atm.
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BigCannonFairy Master	06-Nov-2014 20:07        BigCannonFairy About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Slingless David"
x 0   x 0  Alert Admin	Analysts posts are using occupied by fresh grads. This is what happen when we have student copying each other work and project in school ! Graduate with high GPA (a requirement to enter finance industry) but with no understanding of what they are doing. BigCannonFairy      ( Date: 06-Nov-2014 20:01) Posted: lol phillip securities should start sacking analysts liao. hotelgrand      ( Date: 06-Nov-2014 16:25) Posted: Valuetronics 2Q15 results - first take Nope, Earnings did not Collapse  (Kenneth Koh) 05 November 2014 Morning Note ICE revenue increases 24.9% to HK$225m y/y due to increased demand. CE revenue decreases 10.9% y/y to HK$402m mainly due to demand slowdown. Gross profit decreased only by 2.4% y/y to HK$82m (Q2 FY2014: HK$84.0m) and margins remained stable at 13.1%. Net profit declined by 8.4% to HK36.3m (Q2 FY2014: HK$39.6m) However, a quarterly comparison is actually more encouraging  than discouraging. Vs 1Q15 results, CE revenue actually stabilized and increased by 5% (1Q15 CE revenue: HK$384m), it did not collapse. ICE revenue seems to have short term volatility, down 7% (1Q15 ICE revenue: HK$243m) ICE revenue looks to improve  next quarter For perspective, if we assume that the rest of the year has zero earnings growth and Q3 and Q4 earnings are the same as Q2, that implies a FY15 net income of HK$142.8m, which is only a 3 - 4% drop from FY14. This is actually close to our estimate of flat growth this year. At the present price of $0.355, PE (T12M) is 5.4x. We believe the stock is likely still undervalued. Our TP is under review and a formal report will be issued after the analyst briefing tomorrow. Source: SGX Masnet, The Business Times, Phillip Securities Research
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BigCannonFairy Master	06-Nov-2014 20:01        BigCannonFairy About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Slingless David"
x 0   x 0  Alert Admin	lol phillip securities should start sacking analysts liao. hotelgrand      ( Date: 06-Nov-2014 16:25) Posted: Valuetronics 2Q15 results - first take Nope, Earnings did not Collapse  (Kenneth Koh) 05 November 2014 Morning Note ICE revenue increases 24.9% to HK$225m y/y due to increased demand. CE revenue decreases 10.9% y/y to HK$402m mainly due to demand slowdown. Gross profit decreased only by 2.4% y/y to HK$82m (Q2 FY2014: HK$84.0m) and margins remained stable at 13.1%. Net profit declined by 8.4% to HK36.3m (Q2 FY2014: HK$39.6m) However, a quarterly comparison is actually more encouraging  than discouraging. Vs 1Q15 results, CE revenue actually stabilized and increased by 5% (1Q15 CE revenue: HK$384m), it did not collapse. ICE revenue seems to have short term volatility, down 7% (1Q15 ICE revenue: HK$243m) ICE revenue looks to improve  next quarter For perspective, if we assume that the rest of the year has zero earnings growth and Q3 and Q4 earnings are the same as Q2, that implies a FY15 net income of HK$142.8m, which is only a 3 - 4% drop from FY14. This is actually close to our estimate of flat growth this year. At the present price of $0.355, PE (T12M) is 5.4x. We believe the stock is likely still undervalued. Our TP is under review and a formal report will be issued after the analyst briefing tomorrow. Source: SGX Masnet, The Business Times, Phillip Securities Research
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hotelgrand Master	06-Nov-2014 17:25        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Closed unchanged 34.6
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hotelgrand Master	06-Nov-2014 16:25        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	Valuetronics 2Q15 results - first take Nope, Earnings did not Collapse  (Kenneth Koh) 05 November 2014 Morning Note ICE revenue increases 24.9% to HK$225m y/y due to increased demand. CE revenue decreases 10.9% y/y to HK$402m mainly due to demand slowdown. Gross profit decreased only by 2.4% y/y to HK$82m (Q2 FY2014: HK$84.0m) and margins remained stable at 13.1%. Net profit declined by 8.4% to HK36.3m (Q2 FY2014: HK$39.6m) However, a quarterly comparison is actually more encouraging  than discouraging. Vs 1Q15 results, CE revenue actually stabilized and increased by 5% (1Q15 CE revenue: HK$384m), it did not collapse. ICE revenue seems to have short term volatility, down 7% (1Q15 ICE revenue: HK$243m) ICE revenue looks to improve  next quarter For perspective, if we assume that the rest of the year has zero earnings growth and Q3 and Q4 earnings are the same as Q2, that implies a FY15 net income of HK$142.8m, which is only a 3 - 4% drop from FY14. This is actually close to our estimate of flat growth this year. At the present price of $0.355, PE (T12M) is 5.4x. We believe the stock is likely still undervalued. Our TP is under review and a formal report will be issued after the analyst briefing tomorrow. Source: SGX Masnet, The Business Times, Phillip Securities Research
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BigCannonFairy Master	06-Nov-2014 15:30        BigCannonFairy About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Slingless David"
x 0   x 0  Alert Admin	David VS Goliath  David- 1 Goliath- 0 Lol DBS and Amfraser yingli      ( Date: 29-Aug-2014 17:43) Posted: yingli      ( Date: 29-Aug-2014 17:40) Posted: I no need anyone to believe in me.  If I am anyone,  I am David DBS (TP 72cents) and AMFraser (60cents) are Goliath. See how those Goliath stand at the sideline and watch as I short down their Valuetronic.
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hotelgrand Master	05-Nov-2014 23:28        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	2QFY3/15 results in line. Revenue and net profit down 0.7% and 8.4% YoY respectively. hotelgrand      ( Date: 05-Nov-2014 23:27) Posted: VALUETRONICS HOLDINGS LIMITED (Incorporated in Bermuda) (Co. Reg. No: 38813) SECOND QUARTER AND HALF YEAR FINANCIAL STATEMENT AND DIVIDEND  ANNOUNCEMENT FOR THE SIX MONTHS ENDED 30 SEPTEMBER 2014 PART I - INFORMATION REQUIRED FOR ANNOUNCEMENTS OF QUARTERLY (Q1, Q2 & Q3),  HALF-YEAR AND FULL YEAR RESULTS 1(a) A statement of profit or loss and statement of comprehensive income for the group together with a comparative statement for the corresponding period of the immediately  preceding financial year. Consolidated Statement of Profit or Loss for the period ended 30 September 2014 The Group The Group 6 months ended 30 September 3 months ended 30 September 2014 2013 Change 2014 2013 Change HK$' 000 HK$' 000 % HK$' 000 HK$' 000 % Revenue 1,254,248 1,243,257 0.9 627,628 632,024 -0.7 Cost of sales (1,091,991) (1,080,386) 1.1 (545,632) (548,005) -0.4 Gross profit 162,257 162,871 -0.4 81,996 84,019 -2.4 Other income 6,598 6,292 4.9 4,886 3,784 29.1 Selling and distribution costs (19,603) (22,383) -12.4 (10,818) (10,815) 0.0 Administrative expenses (70,091) (60,706) 15.5 (35,901) (30,763) 16.7 Net other operating gains 938 75 1150.7 1,246 481 159.0 Profit from operations 80,099 86,149 -7.0 41,409 46,706 -11.3 Finance costs (476) (286) 66.4 (250) (128) 95.3 Profit before tax 79,623 85,863 -7.3 41,159 46,578 -11.6 Income tax expense (9,448) (12,962) -27.1 (4,843) (6,951) -30.3 Profit for the period 70,175 72,901 -3.7 36,316 39,627 -8.4 Attributable to: Owners of the Company 70,175 72,901 -3.7 36,316 39,627 -8.4
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hotelgrand Master	05-Nov-2014 23:27        hotelgrand About Contact  Quote this Post!
x 0   x 0  Alert Admin	VALUETRONICS HOLDINGS LIMITED (Incorporated in Bermuda) (Co. Reg. No: 38813) SECOND QUARTER AND HALF YEAR FINANCIAL STATEMENT AND DIVIDEND  ANNOUNCEMENT FOR THE SIX MONTHS ENDED 30 SEPTEMBER 2014 PART I - INFORMATION REQUIRED FOR ANNOUNCEMENTS OF QUARTERLY (Q1, Q2 & Q3),  HALF-YEAR AND FULL YEAR RESULTS 1(a) A statement of profit or loss and statement of comprehensive income for the group together with a comparative statement for the corresponding period of the immediately  preceding financial year. Consolidated Statement of Profit or Loss for the period ended 30 September 2014 The Group The Group 6 months ended 30 September 3 months ended 30 September 2014 2013 Change 2014 2013 Change HK$' 000 HK$' 000 % HK$' 000 HK$' 000 % Revenue 1,254,248 1,243,257 0.9 627,628 632,024 -0.7 Cost of sales (1,091,991) (1,080,386) 1.1 (545,632) (548,005) -0.4 Gross profit 162,257 162,871 -0.4 81,996 84,019 -2.4 Other income 6,598 6,292 4.9 4,886 3,784 29.1 Selling and distribution costs (19,603) (22,383) -12.4 (10,818) (10,815) 0.0 Administrative expenses (70,091) (60,706) 15.5 (35,901) (30,763) 16.7 Net other operating gains 938 75 1150.7 1,246 481 159.0 Profit from operations 80,099 86,149 -7.0 41,409 46,706 -11.3 Finance costs (476) (286) 66.4 (250) (128) 95.3 Profit before tax 79,623 85,863 -7.3 41,159 46,578 -11.6 Income tax expense (9,448) (12,962) -27.1 (4,843) (6,951) -30.3 Profit for the period 70,175 72,901 -3.7 36,316 39,627 -8.4 Attributable to: Owners of the Company 70,175 72,901 -3.7 36,316 39,627 -8.4
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kyrie100 Member	05-Nov-2014 10:10        kyrie100 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Depreciation is already taken into account edwinjup      ( Date: 05-Nov-2014 09:59) Posted: Resales value for machinery usually less than existing value....what will the nav be if we only includes the property that owned and cash on hands....that will be the real value of the company... ash902      ( Date: 05-Nov-2014 09:53) Posted: anything below NAV (32c convert from HKD) would be a good buy.  still a net cash 0 debt company profit making
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domanic Elite	05-Nov-2014 10:02        domanic About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	i' m into earnings.. " Demand slowdown in Consumer Electronics segment, especially from LED lighting business"
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edwinjup Supreme	05-Nov-2014 09:59        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Resales value for machinery usually less than existing value....what will the nav be if we only includes the property that owned and cash on hands....that will be the real value of the company... ash902      ( Date: 05-Nov-2014 09:53) Posted: anything below NAV (32c convert from HKD) would be a good buy.  still a net cash 0 debt company profit making
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ash902 Veteran	05-Nov-2014 09:53        ash902 About Contact  Quote this Post!
x 0   x 0  Alert Admin	anything below NAV (32c convert from HKD) would be a good buy.  still a net cash 0 debt company profit making
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