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Biz Times june 26..Valuetronics to expand Post Reply Rate topic
NT1825 Master	14-May-2020 09:20        NT1825 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dont sell anything now. These electronics counter can go up unexpectedly - UMS went 3 days continously
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Barcalo Master	14-May-2020 09:15        Barcalo About Contact  Quote this Post!
x 0   x 0  Alert Admin	685 cleared. 700 can clear?
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lifeisgood Supreme	13-May-2020 16:56        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	very fierce fighting at 675/680 pcxiao2008      ( Date: 13-May-2020 16:36) Posted: base on the chart this can go above 70 and for frencken can attempt 87 again and above 90c
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pcxiao2008 Master	13-May-2020 16:36        pcxiao2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	base on the chart this can go above 70 and for frencken can attempt 87 again and above 90c
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TA_Expert Supreme	13-May-2020 15:51        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 0  Alert Admin	Yes, positive surprise. You will never know whether there will be positive surpise in Q2 and Q3. Investors seems to price in for postive surprises going forward. lifeisgood      ( Date: 13-May-2020 15:48) Posted: Today UMS rally partly due to UMS upping the dividend back to before. So that was a positive surprise. But chairman did sound warning for the coming quarters.
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lifeisgood Supreme	13-May-2020 15:51        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	hmmmm... Yesterday UMS was sold down. And some other tech names like Frecken also. Then suddenly UMS gave a positive earning surprise plus dividend surprise. That would have forced a lot of short covering to push the stock so high today..  TA_Expert      ( Date: 13-May-2020 15:47) Posted: I don' t know man. Looking at the these companies. They seem to claim that they are not really affected by the lockdown, etc. Look at the statements from these companies.  lifeisgood      ( Date: 13-May-2020 15:44) Posted: so afr all have only reported Jan - Mar Would be interesting to see the picture for April - June, I think those few months would be much uglier. And for July - Sep, where orders placed in Q2 would be less, and revenue should be down in Q3 too..
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lifeisgood Supreme	13-May-2020 15:48        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today UMS rally partly due to UMS upping the dividend back to before. So that was a positive surprise. But chairman did sound warning for the coming quarters.
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TA_Expert Supreme	13-May-2020 15:47        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 0  Alert Admin	I don' t know man. Looking at the these companies. They seem to claim that they are not really affected by the lockdown, etc. Look at the statements from these companies.  lifeisgood      ( Date: 13-May-2020 15:44) Posted: so afr all have only reported Jan - Mar Would be interesting to see the picture for April - June, I think those few months would be much uglier. And for July - Sep, where orders placed in Q2 would be less, and revenue should be down in Q3 too..    TA_Expert      ( Date: 13-May-2020 15:42) Posted: But why the rally for all tech stocks? It seems that these companies are not affected as demand continues
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lifeisgood Supreme	13-May-2020 15:44        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	so afr all have only reported Jan - Mar Would be interesting to see the picture for April - June, I think those few months would be much uglier. And for July - Sep, where orders placed in Q2 would be less, and revenue should be down in Q3 too..    TA_Expert      ( Date: 13-May-2020 15:42) Posted: But why the rally for all tech stocks? It seems that these companies are not affected as demand continues. lifeisgood      ( Date: 13-May-2020 15:40) Posted: That was Q1, Jan - March quarter so far I think the serious impact is on April - June quarter Almost worldwide lockdow
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TA_Expert Supreme	13-May-2020 15:42        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 0  Alert Admin	But why the rally for all tech stocks? It seems that these companies are not affected as demand continues. lifeisgood      ( Date: 13-May-2020 15:40) Posted: That was Q1, Jan - March quarter so far I think the serious impact is on April - June quarter Almost worldwide lockdown TA_Expert      ( Date: 13-May-2020 15:14) Posted: Interesting to see manufacturers like AEM, UMS, Hi-P, JEP, Valuetronics, etc not affected by the covid-19.
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lifeisgood Supreme	13-May-2020 15:40        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	That was Q1, Jan - March quarter so far I think the serious impact is on April - June quarter Almost worldwide lockdown TA_Expert      ( Date: 13-May-2020 15:14) Posted: Interesting to see manufacturers like AEM, UMS, Hi-P, JEP, Valuetronics, etc not affected by the covid-19.
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TA_Expert Supreme	13-May-2020 15:14        TA_Expert About Contact  Quote this Post!   Yells: "The World has changed"
x 0   x 0  Alert Admin	Interesting to see manufacturers like AEM, UMS, Hi-P, JEP, Valuetronics, etc not affected by the covid-19.
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NT1825 Master	13-May-2020 15:12        NT1825 About Contact  Quote this Post!
x 0   x 0  Alert Admin	was reading Maybank KE analyst last month - seems supported by fundamentals Analyst recommended  AEM,  UMS  and  VALUE  remain BUYs.  noted AEM and UMS started to take-off earlier. short extract from the report: " Operational updates  Some of VMS, VALUE, and HIP&rsquo s customers are turning cautious.VMS, UMS and AEM&rsquo s facilities in Malaysia are closed from 18-Mar to 14- Apr due to a nationwide movement control order (MCO).  While VALUE&rsquo s (90% of production in China) workers have mostly returned, some of its suppliers and customers&rsquo factories are shut as their countries are locked down.      For UMS, we believe softness in consumer electronics end-markets may be cushioned by strength from data centre end-markets from the work from home economy.   AEM has maintained FY20 sales guidance of SGD360- 380m, and hence has the strongest earnings visibility, in our view.  Inside the report, we provide ROEs and estimated earnings CAGRs at various share prices to gauge what the market is currently pricing in.  Where do we see valuation support?  While we continue to expect share price volatility, AEM, UMS and VALUE&rsquo s valuations appear attractive.  VALUE is trading at 1.1x FY20E ex-cash P/E, near crisis lows. "
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lifeisgood Supreme	13-May-2020 14:29        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	This one just tagged along UMS today, but business may not be as good during these periods, as IOT is not semi conductors
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shortking Senior	13-May-2020 14:26        shortking About Contact  Quote this Post!
x 0   x 0  Alert Admin	The Group&rsquo s factories at Huizhou, Guangdong Province in PRC (the &ldquo PRC Factories&rdquo ) have resumed operations and production on the week starting 17 February 2020 and have managed the return of employees in an orderly manner according to the local government authorities&rsquo guidelines. As of the date of this announcement, over 80% of the Group&rsquo s employees in the PRC have resumed work. The reduced production days and the temporary drop in our production capacity in February and early March will result in a decrease in our revenue for the six months ending 31 March 2020 as compared with the corresponding period of our last financial year.
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lovetoshare Elite	13-May-2020 14:26        lovetoshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	WOW value so high....!! SURPRISED
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NT1825 Master	13-May-2020 14:24        NT1825 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If UMS can go 94, V should be in the 8 series next 1 to 2 weeks. if I recall correctly, V is analyst' s better pick
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Stockerman Member	13-May-2020 14:20        Stockerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cannot imagine once the report is out.. Better buy some to make ownself buy ownself shiok..
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Barcalo Master	13-May-2020 14:19        Barcalo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Huat Ar! CHIONG AR!!
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Muppy87 Member	13-May-2020 13:41        Muppy87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi guys, i realise the dividends are paid in HKD, just curious how do we receive the dividends? Read online that there should be a form sent to us to indicate whether to recieve in SGD or HKD. If so, i assume there's fees. Which way would be the best to minimize such fees? Managed to get some recently, glad it's moving up quietly.
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