Valuetronics    Last:1.1   -

Biz Times june 26..Valuetronics to expand

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.   vicloo      ( Date: 22-Oct-2014 19:24) Posted: Typical valuation of a profitable company the P/E ratio shall be around 10.  example in spore would be innovalues (also in manufacturing and co size (117mil) pe 12, keppel co 9.7. Valuetronics size 125mil, higher div than innova and it' s pe only ~5. It is half the relative price to innov.... For oversea counter... I take Foxconn as example OEM for Apple n other co. It' s pe is 17times.

 

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.

 

vicloo      ( Date: 22-Oct-2014 19:24) Posted: Typical valuation of a profitable company the P/E ratio shall be around 10.  example in spore would be innovalues (also in manufacturing and co size (117mil) pe 12, keppel co 9.7. Valuetronics size 125mil, higher div than innova and it' s pe only ~5. It is half the relative price to innov.... For oversea counter... I take Foxconn as example OEM for Apple n other co. It' s pe is 17times.  BigCannonFairy      ( Date: 22-Oct-2014 10:48) Posted: Definition of lousy valuation?

 

Typical valuation of a profitable company the P/E ratio shall be around 10. 

example in spore would be innovalues (also in manufacturing and co size (117mil) pe 12, keppel co 9.7.

Valuetronics size 125mil, higher div than innova and it' s pe only ~5. It is half the relative price to innov.... For oversea counter... I take Foxconn as example OEM for Apple n other co. It' s pe is 17times. 

BigCannonFairy      ( Date: 22-Oct-2014 10:48) Posted: Definition of lousy valuation? vicloo      ( Date: 22-Oct-2014 07:16) Posted: Does it also means the key supplier of apple and toyota also deserve a lousy valuations when apple n toyota give them lot of profits?

 

Definition of lousy valuation?

vicloo      ( Date: 22-Oct-2014 07:16) Posted: Does it also means the key supplier of apple and toyota also deserve a lousy valuations when apple n toyota give them lot of profits?

 

should be a good counter. buy and hold. 

 

Does it also means the key supplier of apple and toyota also deserve a lousy valuations when apple n toyota give them lot of profits?

 

Even not comfortable doesn't justify a large fall in share price for a profitable co for a pe of only under 9 at 40c.

frankc      ( Date: 21-Oct-2014 22:40) Posted: How to get comfortable with so much revenue from just one customer?

 

How to get comfortable with so much revenue from just one customer? 

 

Thx a lot for helping to surface this news.  Just goes to show how slipshot some analysts are.  Yet, they get away with murder.

soojinhou      ( Date: 21-Oct-2014 20:12) Posted: Philips Q3 results shows that LED sales has expanded tremendously from 625m a year ago and 699 m immediate preceding quarter to 822 m in Q3.  I think these boost in volume is positive for valuetronics.  Philips lost money in Q3 but its lighting division is still profitable.  In fact, the lighting division recorded the highest profit in Q3 at 162m vs 138m for both Q1 and Q2.  Thank you Kim Heng for the opportunity to buy cheap.

 

Philips Q3 results shows that LED sales has expanded tremendously from 625m a year ago and 699 m immediate preceding quarter to 822 m in Q3.  I think these boost in volume is positive for valuetronics.  Philips lost money in Q3 but its lighting division is still profitable.  In fact, the lighting division recorded the highest profit in Q3 at 162m vs 138m for both Q1 and Q2.  Thank you Kim Heng for the opportunity to buy cheap.

 

Chiong ah :D

 

well when analyst gives such a bearish report, what will the retailers think? first thing in their mind is that they will be prepared to panic sell if it gaps down.. so shortists BB anticipated this move, and they short it first-hand.. then retailers panic & they follow up the selling.. those more steady retailers eventually panic as well, and they follow up with more selling.. as the price goes down, the BB cover their shorts.. so, u couldnt say analyst dont have a role here for BB to push price up or down.. 

victortan      ( Date: 19-Oct-2014 21:19) Posted: Come on, it depend on BB, not analyst, this is just co-incidence. If BB want to play, nobody can tell them it is worth so much and so much.LOL TSSRAYMOND      ( Date: 19-Oct-2014 21:16) Posted: She come out with a very bearish report, caused share price to tumble, many investors loss money. She set TP of SGD 0.25 & 4.4XFY16 PE(5.68 cents) Valuetronics cash per share is about 19 cents plus 5.68+5.68(profit for next 2 years) =more than 30cents. (20% more than her TP of 0.25) This is to prove that her report is unrealistic.

 

But i think selling is far from over, Europe those PIGS, esp Greece, borrowing cost is heading back to previous Euro debt crises. dont paly first, can try short the blue chip, chances more.

 

Come on, it depend on BB, not analyst, this is just co-incidence. If BB want to play, nobody can tell them it is worth so much and so much.LOL

TSSRAYMOND      ( Date: 19-Oct-2014 21:16) Posted: She come out with a very bearish report, caused share price to tumble, many investors loss money. She set TP of SGD 0.25 & 4.4XFY16 PE(5.68 cents) Valuetronics cash per share is about 19 cents plus 5.68+5.68(profit for next 2 years) =more than 30cents. (20% more than her TP of 0.25) This is to prove that her report is unrealistic.       Vivivie      ( Date: 19-Oct-2014 18:51) Posted: --- Post Removed by User ---

 

I not vested here, but just piss off those crap, thay make money out of newbie, 3k, u better go SGX and learn from expert there, these crap are fly by night, fly by rally,
 

victortan      ( Date: 19-Oct-2014 21:14) Posted: Look at her. she look more like a flight attendant at best, and a waitress at worse. If she so good, sho shd be buying stock, not calling. So now mkt tank, where are those expert like SGXswinger, Xoonxoon, and those clown who claim they are smart. only when thing are sailing they look smart. LOL Vivivie      ( Date: 19-Oct-2014 18:51) Posted: --- Post Removed by User ---

 

She come out with a very bearish report, caused share price to tumble, many investors loss money.

She set TP of SGD 0.25 & 4.4XFY16 PE(5.68 cents)

Valuetronics cash per share is about 19 cents

plus 5.68+5.68(profit for next 2 years)

=more than 30cents.

(20% more than her TP of 0.25)

This is to prove that her report is unrealistic.

 

 

 

Vivivie      ( Date: 19-Oct-2014 18:51) Posted: --- Post Removed by User ---

 

Look at her. she look more like a flight attendant at best, and a waitress at worse. If she so good, sho shd be buying stock, not calling. So now mkt tank, where are those expert like SGXswinger, Xoonxoon, and those clown who claim they are smart. only when thing are sailing they look smart. LOL

Vivivie      ( Date: 19-Oct-2014 18:51) Posted: --- Post Removed by User ---

 

Do u believe want Maybank & other analysts(TP of 0.25 to 0.69)? 

Maybank assuming profit will dip badly & other assuming profit will maintain or dip slightly.

When Valuetronics Terinated their Licensing Business about 2 years ago,made a huge lost of total HK89.7million, pay out dividend only HK 8cents per share, share price dip to about S0.20, this year dividend is HK 20 cents.

Now one will know what happen in future, what I want to say is do your homework before u invest, should not bother to much of short term fluctantion.

As long u believe this is a good company, Just relaxe like me, look forward to receive dividend.

Wish Every one can make some$$$$$ HAHAHA

 

Shock321      ( Date: 18-Oct-2014 12:29) Posted: You are assuming dividend yield could be maintained. But what Maybank was saying is earning would dip badly in 2 years time. Earning dip, how to afford dividend? TSSRAYMOND      ( Date: 18-Oct-2014 11:35) Posted: If u can hold for long term, no need to worry(or else u can' t sleep at night), just enjoy the good dividend every year(average 8.475% for the pass 8 Years) I bought some this few day,this counter definite worth more than 0.35. I will buy more if the price dip again. wish u good luck.

 

Yea, never trust analysts completely as while what they reported are all facts, they may choose to ignore other facts deliberately and give a skewed picture of the overall situation to their own interests. One still have to do their homework diligently before buying or investing. If one is a long term investor and trust the fundementals of the company, he/she need not be too bothered with short term fluctuations and noises as everyone have their own opinions and judgements about certain things. You only listen to yourself and your own call and what price to enter or sell..

TSSRAYMOND      ( Date: 18-Oct-2014 13:00) Posted: All analysts TP for Valuetronics between 0.25 to 0.69.(do not trust them) KE' s give the lowest(0.25) & forecast earning to decline in next 2 years(4.4XPE) = 5.68cents per year. Valuetronics cash is about 19cents per share+2 years profit 5.68+5.68=30.36cents Based on KE' s report, Valuetronic should worth more than 0.30 per share. All analysts(include KE) believe that Valuetronics will still has profit. Management promised to give out 30% to 50% of dividend every year. U can sit down, releax & wait for the dividend, not to worry to much about current   share price. Hope u are happy. think2profit      ( Date: 18-Oct-2014 11:44) Posted: If 3Q result is not good, investors will follow KE' s call.....to 25c.

 

All analysts TP for Valuetronics between 0.25 to 0.69.(do not trust them)

KE' s give the lowest(0.25) & forecast earning to decline in next 2 years(4.4XPE) = 5.68cents per year.

Valuetronics cash is about 19cents per share+2 years profit 5.68+5.68=30.36cents

Based on KE' s report, Valuetronic should worth more than 0.30 per share.

All analysts(include KE) believe that Valuetronics will still has profit.

Management promised to give out 30% to 50% of dividend every year.

U can sit down, releax & wait for the dividend, not to worry to much about current   share price.

Hope u are happy.

think2profit      ( Date: 18-Oct-2014 11:44) Posted: If 3Q result is not good, investors will follow KE' s call.....to 25c.