Valuetronics    Last:1.1   -

Biz Times june 26..Valuetronics to expand

Indeed, i think today gonna be another selloff.

Not vested. this one old news liao

edwinjup      ( Date: 05-Nov-2014 09:12) Posted: Result not so good and outlook look dim...... think2profit      ( Date: 01-Nov-2014 16:20) Posted: Too many players LED becoming commodity

 

Result not so good and outlook look dim......

think2profit      ( Date: 01-Nov-2014 16:20) Posted: Too many players LED becoming commodity

 

I think otherwise, value focus on led not normal lighting. Phillips has other oem to make normal lights. 28% increase means value gets more order than phillips other oem...

BigCannonFairy      ( Date: 01-Nov-2014 10:39) Posted: That means some other competitors are taking market shares from Phillips ! Phillips less business => > order less from valuetronic. vicloo      ( Date: 01-Nov-2014 10:37) Posted: Phillips 3q overall lighting sales declined in 3q 2014, but led lighting business growed 28%

 

true bro. You must have done your research well to know that.

think2profit      ( Date: 01-Nov-2014 16:20) Posted: Too many players LED becoming commodity

 

Too many players LED becoming commodity

 

From my understanding, global lighting needs in the 21st century will move more and more towards LED.  There may come a pt where LED becomes the predominant ligiting form.  But the present cost is still comparatively high (and at computer fairs I' d given my feedback to those pushing LED lighting that it' s still not so cost-effective).  So, Philips (and Vtronics) will need to work towards further  reducing costs considerably.  With greater acceptance, and mass volume increase, this will likely push prices down in the next few yrs.  How this will affect Vtronics' business is, I believe, still unfolding.  Likely to be positive in the longer-term though.

vicloo      ( Date: 01-Nov-2014 10:37) Posted: Phillips 3q overall lighting sales declined in 3q 2014, but led lighting business growed 28%! vicloo      ( Date: 01-Nov-2014 10:34) Posted: http://news.morningstar.com/articlenet/article.aspx?id=669136

 

That means some other competitors are taking market shares from Phillips !

Phillips less business => > order less from valuetronic.

vicloo      ( Date: 01-Nov-2014 10:37) Posted: Phillips 3q overall lighting sales declined in 3q 2014, but led lighting business growed 28%! vicloo      ( Date: 01-Nov-2014 10:34) Posted: http://news.morningstar.com/articlenet/article.aspx?id=669136

 

Phillips 3q overall lighting sales declined in 3q 2014, but led lighting business growed 28%!

vicloo      ( Date: 01-Nov-2014 10:34) Posted: http://news.morningstar.com/articlenet/article.aspx?id=669136

 

http://news.morningstar.com/articlenet/article.aspx?id=669136

 

Personally i think if led lighting business in good growth for the next 2 years... the target price shall goes back to 60+ cents for valuetronics

 

Thx for sharing.  It' s absolutely critical that investors can avail themselves of critical information to get a balanced pircture to make informed investment decisions.  I' ve always advocated the need to exercise some supervision over issue of stock recommendations by so-called analysts.  Why is it that some calls trigger an immediate 10-richter scale earthquake  whereas others seem to end up as absolute non-events?  How do we ensure that calls  are well balanced,    critical information is not  ommitted, weights are not arbitarily assigned and, importantly, reports are not designed to sensationalised to create an immediate tornado?  Regulators need to exercise proper control so that the market can function orderly and there is no erosion in confidence that eventually causes its demise.

vicloo      ( Date: 01-Nov-2014 05:31) Posted: NEWS OVERVIEWTOP NEWSPOPULAREXCLUSIVEECONOMYWORLDWIDEOPINIONPERSONAL FINANCETECHNOLOGYPOLITICSSUSTAINABILITYLUXURYMARKETSREGIONSINDUSTRIESLEADERSENTREPRENEURSLAWENVIRONMENTMARKETS MAGAZINESPORTSSCIENCE HEALTHCARE Philips Profit Beats Estimates as Revamp Boosts Lighting By Alex Webb Royal Philips NV (PHIA)?s third-quarter earnings beat analyst estimates as demand for LED lighting bulbs and job cuts boosted Earnings before interest, taxes, amortization and one-time items rose 33 percent to 634 million euros ($867 million), the world?s largest lighting manufacturer said in a statement. That beat the 567 million-euro average estimate of eight analysts surveyed by Bloomberg. The stock gained as much as 5.2 percent. Chief Executive Officer Frans Van Houten is expanding more profitable businesses such led.... ?Lighting looks pretty good,? Rabobank analyst Hans Slob, who recommends buying Philips shares, said by phone. ?There?s ongoing underlying margin recovery at lighting, plus I think the impact of the Accelerate program. Philips has also been helped by lower commodity input prices.? Adjusted Ebita at the lighting division jumped 59 percent to 213 million euros, compared with a 7.1 percent increase to 330 million euros at the healthcare unit and 42 percent increase to The stock rose as much as 1.28 euros to 25.70 euros in Amsterdam

 

NEWS OVERVIEWTOP NEWSPOPULAREXCLUSIVEECONOMYWORLDWIDEOPINIONPERSONAL FINANCETECHNOLOGYPOLITICSSUSTAINABILITYLUXURYMARKETSREGIONSINDUSTRIESLEADERSENTREPRENEURSLAWENVIRONMENTMARKETS MAGAZINESPORTSSCIENCE HEALTHCARE Philips Profit Beats Estimates as Revamp Boosts Lighting By Alex Webb Royal Philips NV (PHIA)?s third-quarter earnings beat analyst estimates as demand for LED lighting bulbs and job cuts boosted Earnings before interest, taxes, amortization and one-time items rose 33 percent to 634 million euros ($867 million), the world?s largest lighting manufacturer said in a statement. That beat the 567 million-euro average estimate of eight analysts surveyed by Bloomberg. The stock gained as much as 5.2 percent. Chief Executive Officer Frans Van Houten is expanding more profitable businesses such led.... ?Lighting looks pretty good,? Rabobank analyst Hans Slob, who recommends buying Philips shares, said by phone. ?There?s ongoing underlying margin recovery at lighting, plus I think the impact of the Accelerate program. Philips has also been helped by lower commodity input prices.? Adjusted Ebita at the lighting division jumped 59 percent to 213 million euros, compared with a 7.1 percent increase to 330 million euros at the healthcare unit and 42 percent increase to The stock rose as much as 1.28 euros to 25.70 euros in Amsterdam

 

In june 2014 when I bought it was around 32cts before it ran and sometime in sept when the agm was held it was 49-50cts and later with all the analsts report of target prices 60-72cts by various brokerages,wow now dropped to decent level.Hope it has bottomed if not if it dropped below 30cts I think can buy lah

 

Surrounded by darkness.

BigCannonFairy      ( Date: 27-Oct-2014 18:34) Posted: vicloo      ( Date: 27-Oct-2014 18:30) Posted: Hope light shines on valuetronics soon. There is a strong article on phillips lighting business moving forward strong on the edge spore last week. New lighting application to transmit gps data indoor e.g. in tunnel n malls.

 

vicloo      ( Date: 27-Oct-2014 18:30) Posted: Hope light shines on valuetronics soon. There is a strong article on phillips lighting business moving forward strong on the edge spore last week. New lighting application to transmit gps data indoor e.g. in tunnel n malls.

 

Hope light shines on valuetronics soon. There is a strong article on phillips lighting business moving forward strong on the edge spore last week. New lighting application to transmit gps data indoor e.g. in tunnel n malls.

 

I agress with this post. 

Singapore market suffers from serious information asymmetric, and calls from brokerage houses lack of accountability.

nqing87      ( Date: 23-Oct-2014 13:57) Posted: i do believe that in the long run, if the fundamentals of the counter is good, market will eventually realise it & give its fair value.. but during this short term turbulence for long term holders, there will be some thinking that will go past the minds of the investors.. let' s say an investor vested in a counter long term, which he thinks is fundamentally sound.. but then suddenly the counter plunge for various reasons, eg say like for valuetronics case, KE give a sell tp.. so few things will go through the vestor minds and may rock his initial stand about a counter.. 1. Does he have the access of whatever relevant information for him to make a decision? maybe BB has more info than him, and that' s why they give a buy/sell call.. 2. Are the info available to him truthful or fraudulent.. eg eratat case is a good example, in which it was awarded the most transparent award but then we know what happen to eratat, and it got suspended.. slap in the face to those who present it the most transparent company award.. now the case of sinogrand & previous china minzhong case are good examples of testing the truthfulness of financial reports.. 3. Hit the cut loss price, so should he cut loss first & stay sidelines.. but then if cut loss, he may risk selling at the lowest price to those very short sellers who attacked the counter and are covering.. if the drop proves to be baseless, or some white knight came to rescue (like in olam case), he probably will be banging walls at the end of the day.. 4. Did he make the correct investment or not, as let' s say it conflicts with what one or 2 individual analysts are thinking (sometimes analyst maybe wrong, perhaps unintentionally or with hidden dark objectives).. Many more thoughts will probably go through an investor mind, and rock his initial investment judgement.. but some of these thoughts can be addressed, if the regulators are doing a good job.. in first place, we shouldnt be worrying about fraudulent financial reports, or possible lack of info, if we got good regulators.. BigCannonFairy      ( Date: 23-Oct-2014 13:00) Posted: Chartists depends on BB to push stock up because they only play short term and can' t afford to wait.   We fundamentalists see stocks buying more than owning a piece of ticket. We see it as owning and running the company. We believe that everyone, inclusive of BB, will ultimately succumb before fundamental. Let me give you the following Long and Short example=> (LONG CASE) Olam a stock worth around $3.20 in fundamental => Muddy Water decided to ignore the fundamental and short it till $1.40. By doing so they might scare the hell out of retailers. But other BBs who can do their own assessment on the stock fundamental would know Olam is very cheap at $1.40 and so go in to buy it. Effectively MW is telling the market ' I will pay for 50% of Olam' s share price for every lot you buy' . It is a matter of time, MW run of money to perform such ' charity' and have to cover their short position- therefore allowing the share price to rise again. (Short Case) Mirach a stock worth around $0.018 in fundamental=> BBs decided to ignore the fundamental and push the price up till around 50cent (not sure about the highest price). But people who can do their own assessment on Mirach fundamental, would know the price now is unsustainably high and so decided to short it down. Effectively, BB is telling the market ' For every one dollar stock you sell me, I pay you $10' . Again this kind of charity is unsustainable to BB in long term.    As you can see in both cases BBs, in their own interest, ultimately have to go whichever direction dictated by fundamental factors. Even if BB  managed to deviate from fundamental in short run, it is a matter of time he need to return to the path set out by fundamental environment.

 

i do believe that in the long run, if the fundamentals of the counter is good, market will eventually realise it & give its fair value..

but during this short term turbulence for long term holders, there will be some thinking that will go past the minds of the investors.. let' s say an investor vested in a counter long term, which he thinks is fundamentally sound.. but then suddenly the counter plunge for various reasons, eg say like for valuetronics case, KE give a sell tp.. so few things will go through the vestor minds and may rock his initial stand about a counter..

1. Does he have the access of whatever relevant information for him to make a decision? maybe BB has more info than him, and that' s why they give a buy/sell call..

2. Are the info available to him truthful or fraudulent.. eg eratat case is a good example, in which it was awarded the most transparent award but then we know what happen to eratat, and it got suspended.. slap in the face to those who present it the most transparent company award.. now the case of sinogrand & previous china minzhong case are good examples of testing the truthfulness of financial reports..

3. Hit the cut loss price, so should he cut loss first & stay sidelines.. but then if cut loss, he may risk selling at the lowest price to those very short sellers who attacked the counter and are covering.. if the drop proves to be baseless, or some white knight came to rescue (like in olam case), he probably will be banging walls at the end of the day..

4. Did he make the correct investment or not, as let' s say it conflicts with what one or 2 individual analysts are thinking (sometimes analyst maybe wrong, perhaps unintentionally or with hidden dark objectives)..

Many more thoughts will probably go through an investor mind, and rock his initial investment judgement.. but some of these thoughts can be addressed, if the regulators are doing a good job.. in first place, we shouldnt be worrying about fraudulent financial reports, or possible lack of info, if we got good regulators..

BigCannonFairy      ( Date: 23-Oct-2014 13:00) Posted: Chartists depends on BB to push stock up because they only play short term and can' t afford to wait.   We fundamentalists see stocks buying more than owning a piece of ticket. We see it as owning and running the company. We believe that everyone, inclusive of BB, will ultimately succumb before fundamental. Let me give you the following Long and Short example=> (LONG CASE) Olam a stock worth around $3.20 in fundamental => Muddy Water decided to ignore the fundamental and short it till $1.40. By doing so they might scare the hell out of retailers. But other BBs who can do their own assessment on the stock fundamental would know Olam is very cheap at $1.40 and so go in to buy it. Effectively MW is telling the market ' I will pay for 50% of Olam' s share price for every lot you buy' . It is a matter of time, MW run of money to perform such ' charity' and have to cover their short position- therefore allowing the share price to rise again. (Short Case) Mirach a stock worth around $0.018 in fundamental=> BBs decided to ignore the fundamental and push the price up till around 50cent (not sure about the highest price). But people who can do their own assessment on Mirach fundamental, would know the price now is unsustainably high and so decided to short it down. Effectively, BB is telling the market ' For every one dollar stock you sell me, I pay you $10' . Again this kind of charity is unsustainable to BB in long term.    As you can see in both cases BBs, in their own interest, ultimately have to go whichever direction dictated by fundamental factors. Even if BB  managed to deviate from fundamental in short run, it is a matter of time he need to return to the path set out by fundamental environment.  nqing87      ( Date: 22-Oct-2014 22:46) Posted: hi bro, i think some analysts when they make buy/sell call, they sometimes do use simple p/e ratio, comparing with the p/e ratio in the sector etc, to justify their call.. there are so many parameters around that there could be many different views, and i feel that sometimes maybe they are just plucking those parameters/reasoning that' s supporting their call.. maybe behind the public' s back, they use more complicated methods, but think at the end of the day, we would be more interested in whether BB will want to truly unload or load up.. we can give many fundamental/technical arguments that support our claim which supposedly could be right, but if majority of those BB doesnt agree with u, u will always be wrong lol..

 

Chartists depends on BB to push stock up because they only play short term and can' t afford to wait.

 

We fundamentalists see stocks buying more than owning a piece of ticket. We see it as owning and running the company. We believe that everyone, inclusive of BB, will ultimately succumb before fundamental. Let me give you the following Long and Short example=>

• (LONG CASE) Olam a stock worth around $3.20 in fundamental => Muddy Water decided to ignore the fundamental and short it till $1.40. By doing so they might scare the hell out of retailers. But other BBs who can do their own assessment on the stock fundamental would know Olam is very cheap at $1.40 and so go in to buy it. Effectively MW is telling the market ' I will pay for 50% of Olam' s share price for every lot you buy' . It is a matter of time, MW run of money to perform such ' charity' and have to cover their short position- therefore allowing the share price to rise again.
• (Short Case) Mirach a stock worth around $0.018 in fundamental=> BBs decided to ignore the fundamental and push the price up till around 50cent (not sure about the highest price). But people who can do their own assessment on Mirach fundamental, would know the price now is unsustainably high and so decided to short it down. Effectively, BB is telling the market ' For every one dollar stock you sell me, I pay you $10' . Again this kind of charity is unsustainable to BB in long term. 

 

As you can see in both cases BBs, in their own interest, ultimately have to go whichever direction dictated by fundamental factors. Even if BB  managed to deviate from fundamental in short run, it is a matter of time he need to return to the path set out by fundamental environment. 

nqing87      ( Date: 22-Oct-2014 22:46) Posted: hi bro, i think some analysts when they make buy/sell call, they sometimes do use simple p/e ratio, comparing with the p/e ratio in the sector etc, to justify their call.. there are so many parameters around that there could be many different views, and i feel that sometimes maybe they are just plucking those parameters/reasoning that' s supporting their call.. maybe behind the public' s back, they use more complicated methods, but think at the end of the day, we would be more interested in whether BB will want to truly unload or load up.. we can give many fundamental/technical arguments that support our claim which supposedly could be right, but if majority of those BB doesnt agree with u, u will always be wrong lol..  BigCannonFairy      ( Date: 22-Oct-2014 19:48) Posted: bro, if you are aware of the situation right now, you would have realised that this counter is heavily played by Big players like Maybanks, DBS anf other research houses. Unlike retail players like you and me, big research houses don' t use simple P/E ratio. If they even use P/E ratio at all, they would be using JUSTIFIED P/E RATIO ! Simple P/E ratio hide the truth that different companies have different growth rate (g) and risk (r) JUSTIFIED P/E is used to factor in difference in g and r. http://accountingexplained.com/financial/ratios/pe-ratio   Since Valuetronic is played in the hand of big players, you should see its value from big players' point of view (POV). Not from average market POV.

 

Very hard for retail investors like us to win the BB, but we can always select those good fundamentals counters with high dividend yield, invest long term,enjoy the dividends if price dip.

Whether we are right or wrong now,I believe share price should not dip for ever, eventually price should go up if the company fundamentals are strong.

Wish everyone of us happy

Good luck

nqing87      ( Date: 22-Oct-2014 22:46) Posted: hi bro, i think some analysts when they make buy/sell call, they sometimes do use simple p/e ratio, comparing with the p/e ratio in the sector etc, to justify their call.. there are so many parameters around that there could be many different views, and i feel that sometimes maybe they are just plucking those parameters/reasoning that' s supporting their call.. maybe behind the public' s back, they use more complicated methods, but think at the end of the day, we would be more interested in whether BB will want to truly unload or load up.. we can give many fundamental/technical arguments that support our claim which supposedly could be right, but if majority of those BB doesnt agree with u, u will always be wrong lol..  BigCannonFairy      ( Date: 22-Oct-2014 19:48) Posted: bro, if you are aware of the situation right now, you would have realised that this counter is heavily played by Big players like Maybanks, DBS anf other research houses. Unlike retail players like you and me, big research houses don' t use simple P/E ratio. If they even use P/E ratio at all, they would be using JUSTIFIED P/E RATIO ! Simple P/E ratio hide the truth that different companies have different growth rate (g) and risk (r) JUSTIFIED P/E is used to factor in difference in g and r. http://accountingexplained.com/financial/ratios/pe-ratio   Since Valuetronic is played in the hand of big players, you should see its value from big players' point of view (POV). Not from average market POV.