Valuetronics    Last:1.1   -

Biz Times june 26..Valuetronics to expand

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.     vicloo      ( Date: 18-Oct-2014 07:51) Posted: Hope back to 40c soon

 

If 3Q result is not good, investors will follow KE' s call.....to 25c.

 

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.

 

 

vicloo      ( Date: 18-Oct-2014 07:51) Posted: Hope back to 40c soon

 

Hope back to 40c soon

 

SHORT TERM CALL UPDATE : VALUEELECTRONICS (0.335) EXECUTED HOPE YOU ENTERED IN IT WITH GIVEN QUANTITY
- CAPITALVIA 09:23 UTC

 

Today Valuetronics look like going to shine again since bottoming from intraday low of 28.5

 

Stop the quarrel lah..concentrate see can make $$$ out of valuetronics at current low..already rebound a bit..

 

AmFraser: Valuetronics Holdings Ltd: Shedding light on deep value (Maintain BUY, FV: S$0.69)

Dutch MNC is separating out the lighting division, not shutting it down. We think the sell-down on this weeks-old piece of news, was totally unwarranted. The sale of LED light bulbs is not the core revenue generator for this MNC. In fact, Lumileds made up only 5% of their lighting revenue in 2013. We therefore do not believe that the decision to spin-off the weaker lighting division came just from headwinds in LED sales. It also certainly does not mean that lighting will be left out to hang dry. In truth, no one knows what big MNC&rsquo s plans are and  we believe it would be more prudent for investors to assume the status quo than take a wild stab at what might or might not happen, and make worst case scenario assumptions.
Unlikely to do unprofitable business.There were also views that suggest that VALUE will continue to produce for big MNC even when its gross margins are halved or turn negative. We understand that the culture at VALUE is very profitability centric (superior net margins and them walking away from the licensing business). We find it hard to believe that Valuetronics would continue to do business with big MNC under such onerous terms.
CE&rsquo s headwinds already a well known fact. The headwinds for the CE business (-11% yoy in 1Q3/15) is a true area of concern this was a well known fact that was highlighted post 1Q3/15 results. Our assumed CE revenue growth of 4% yoy looks high, but we have also underestimated, the higher margin, ICE growth rate (+36% yoy in 1Q3/15 vs. Amfraser&rsquo s estimated growth rate of 16%). As a result we believe both effects will even out at the bottom-line level. With a lower contribution mix from CE, we believe VALUE looks an even better proposition now, with much lower concentration risk.
Standing firm on our call. As 2Q3/15 results will be out in a couple of weeks, we make no changes to our current estimates, BUY rating and S$0.69 target.As of 1Q3/15 Valuetronics had cash of HKD441m or 19 Scts of cash per share with no debt and dividend yield of 9%. Cash level could fall over the next few quarters as Valuetronics spends on capex. Trading at 4.5x FY15F P/E, this stock looks extremely attractive in our opinion and this sell-down presents a very good chance for investors to buy.

 

Okay troublemakers gone, lets resume our discussion as usual.

 

lol we were talking about valuetronic and calls frombrokerage houses until you interrupted. And now you are telling me to leave?  Seems like you are a troublemaker like bigcigar.

Ok lets move your longcheer discussion to where you came from ' Any stock also can discuss' thread. lol

hellogoodbye      ( Date: 16-Oct-2014 13:02) Posted: lol. up to you. already gave you examples, if you lazy to scroll thru to validate then its your problem. anyway should stop here already cos main issue is the valuetronics stock. if you want to promote your sifu like rosesyrup pls go start a new thread. thanks! Shock321      ( Date: 16-Oct-2014 12:59) Posted: lol if you are really that honest you would used your real name instead of hiding behind a nick. Anyway you have got some 1000 postings, you expect me to go through one by one?

 

lol. up to you. already gave you examples, if you lazy to scroll thru to validate then its your problem. anyway should stop here already cos main issue is the valuetronics stock. if you want to promote your sifu like rosesyrup pls go start a new thread. thanks!

Shock321      ( Date: 16-Oct-2014 12:59) Posted: lol if you are really that honest you would used your real name instead of hiding behind a nick. Anyway you have got some 1000 postings, you expect me to go through one by one? hellogoodbye      ( Date: 16-Oct-2014 12:54) Posted: lol at least i am honest about who i am. unlike someone who acts as one. lol bro if you really want me to name, got a few in shorter timelines also. can check back my postings history LOL. thanks for affirming my ability. LOL  RECENTLY LONGCHEER ENTRY 69/70 play till 100 plus. check date of postings and follow ups LOL. few months back was china bearing and china fibretech earlier in the year..all at least 50%.

 

lol if you are really that honest you would used your real name instead of hiding behind a nick.

Anyway you have got some 1000 postings, you expect me to go through one by one?

hellogoodbye      ( Date: 16-Oct-2014 12:54) Posted: lol at least i am honest about who i am. unlike someone who acts as one. lol bro if you really want me to name, got a few in shorter timelines also. can check back my postings history LOL. thanks for affirming my ability. LOL  RECENTLY LONGCHEER ENTRY 69/70 play till 100 plus. check date of postings and follow ups LOL. few months back was china bearing and china fibretech earlier in the year..all at least 50%.  Shock321      ( Date: 16-Oct-2014 12:50) Posted: haha, I believe you are uni student and can therefore perform some basic calculation. Rosesyrup' s shorting from 53cents to 34cents give a return of nearly 65%.  I did give credit to bro SC and JJ when they made good call on JAYA. Check my postings. As for the rest, you can ask for my apprisial if you can return give similarly impressive return as well. So Mr uni, what good calls have you made which exceeded 50%?

 

lol at least i am honest about who i am. unlike someone who acts as one.

lol bro if you really want me to name, got a few in shorter timelines also. can check back my postings history LOL. thanks for affirming my ability. LOL 

RECENTLY LONGCHEER ENTRY 69/70 play till 100 plus. check date of postings and follow ups LOL.

few months back was china bearing and china fibretech earlier in the year..all at least 50%. 

Shock321      ( Date: 16-Oct-2014 12:50) Posted: haha, I believe you are uni student and can therefore perform some basic calculation. Rosesyrup' s shorting from 53cents to 34cents give a return of nearly 65%.  I did give credit to bro SC and JJ when they made good call on JAYA. Check my postings. As for the rest, you can ask for my apprisial if you can return give similarly impressive return as well. So Mr uni, what good calls have you made which exceeded 50%?   hellogoodbye      ( Date: 16-Oct-2014 12:44) Posted: lol you can always look back at the postings history my friend. i only see you giving credit to yourself LOL. other people correct calls no mention LOL

 

haha, I believe you are uni student and can therefore perform some basic calculation.

Rosesyrup' s shorting from 53cents to 34cents give a return of nearly 65%.  I did give credit to bro SC and JJ when they made good call on JAYA. Check my postings.

As for the rest, you can ask for my apprisial if you can return give similarly impressive return as well. So Mr uni, what good calls have you made which exceeded 50%?

 

hellogoodbye      ( Date: 16-Oct-2014 12:44) Posted: lol you can always look back at the postings history my friend. i only see you giving credit to yourself LOL. other people correct calls no mention LOL  Shock321      ( Date: 16-Oct-2014 12:42) Posted: Lol bro seems like you are missing the point. It doesn' t matter who is who, for all we know you might be Bigcigar in disguise. It is a fact that rosesyrup has shorted since 53cents and covered back at 34cents. Lets give credit where credit is due. Thanks.

 

Hahaha! Bro.. Give chance la.. Dun bi jiak his lobang leh! Hahaa

hellogoodbye      ( Date: 16-Oct-2014 12:34) Posted: lol this fella is rosesyrup in disguise. LOL. see all the post. want to do also make it not so obvious leh LOL  Shock321      ( Date: 16-Oct-2014 11:45) Posted: Actually it is really easy to tell who the lair is. THE BEAR: Bro Rosesyrup and Maybank made bearish calls when Valuetronic is at a height of 40cents to 50cents. They have backed their calls by shorting.  FYI it is interesting to note that this is not the first time Maybank following bro Rosesyrup' s call. The last time was on Sheng Siong when bro Rosesyrup first posted an analysis on ShareJunction calling to short with a TP of 58 cents. Two weeks later, Maybank issue exactly the same target price 58cents.  THE BULL DBS and AMFraser made bullish calls by assigning TP of 60 to 70cents. If their TPs were even true, they were implying more than 100% gain over the current price of only 31 cents. With such a lucrative return, how come DBS and AMFraser are not buying for themselves? DId they run short of fund to do so? I did not remember them being the top shareholders.     Walk the talk they say. Otherwise no talk they also say.

 

lol you can always look back at the postings history my friend.

i only see you giving credit to yourself LOL. other people correct calls no mention LOL 

Shock321      ( Date: 16-Oct-2014 12:42) Posted: Lol bro seems like you are missing the point. It doesn' t matter who is who, for all we know you might be Bigcigar in disguise. It is a fact that rosesyrup has shorted since 53cents and covered back at 34cents. Lets give credit where credit is due. Thanks. hellogoodbye      ( Date: 16-Oct-2014 12:34) Posted: lol this fella is rosesyrup in disguise. LOL. see all the post. want to do also make it not so obvious leh LOL

 

Lol bro seems like you are missing the point.

It doesn' t matter who is who, for all we know you might be Bigcigar in disguise.

It is a fact that rosesyrup has shorted since 53cents and covered back at 34cents.

Lets give credit where credit is due. Thanks.

hellogoodbye      ( Date: 16-Oct-2014 12:34) Posted: lol this fella is rosesyrup in disguise. LOL. see all the post. want to do also make it not so obvious leh LOL  Shock321      ( Date: 16-Oct-2014 11:45) Posted: Actually it is really easy to tell who the lair is. THE BEAR: Bro Rosesyrup and Maybank made bearish calls when Valuetronic is at a height of 40cents to 50cents. They have backed their calls by shorting.  FYI it is interesting to note that this is not the first time Maybank following bro Rosesyrup' s call. The last time was on Sheng Siong when bro Rosesyrup first posted an analysis on ShareJunction calling to short with a TP of 58 cents. Two weeks later, Maybank issue exactly the same target price 58cents.  THE BULL DBS and AMFraser made bullish calls by assigning TP of 60 to 70cents. If their TPs were even true, they were implying more than 100% gain over the current price of only 31 cents. With such a lucrative return, how come DBS and AMFraser are not buying for themselves? DId they run short of fund to do so? I did not remember them being the top shareholders.     Walk the talk they say. Otherwise no talk they also say.

 

lol this fella is rosesyrup in disguise. LOL. see all the post. want to do also make it not so obvious leh LOL 

Shock321      ( Date: 16-Oct-2014 11:45) Posted: Actually it is really easy to tell who the lair is. THE BEAR: Bro Rosesyrup and Maybank made bearish calls when Valuetronic is at a height of 40cents to 50cents. They have backed their calls by shorting.  FYI it is interesting to note that this is not the first time Maybank following bro Rosesyrup' s call. The last time was on Sheng Siong when bro Rosesyrup first posted an analysis on ShareJunction calling to short with a TP of 58 cents. Two weeks later, Maybank issue exactly the same target price 58cents.  THE BULL DBS and AMFraser made bullish calls by assigning TP of 60 to 70cents. If their TPs were even true, they were implying more than 100% gain over the current price of only 31 cents. With such a lucrative return, how come DBS and AMFraser are not buying for themselves? DId they run short of fund to do so? I did not remember them being the top shareholders.     Walk the talk they say. Otherwise no talk they also say.

 

Hi all

Im new to stock but I purchases this stock with the thought of these theory do correct me if im wrong

Base on march their retain earning are 555mil. Let say they really lose out 60% of the revenue, they will still have 222mil of revenue generate. If I juz do a divide with earning by outstanding share 360mil I still get a 60cent per share is it enough to justify current share price consider low?

 

How to see whether they (Rosesyrup/Maybank/DBS/AMFraser) bought/sell?

where to see where to see?

Shock321      ( Date: 16-Oct-2014 11:45) Posted: Actually it is really easy to tell who the lair is. THE BEAR: Bro Rosesyrup and Maybank made bearish calls when Valuetronic is at a height of 40cents to 50cents. They have backed their calls by shorting.  FYI it is interesting to note that this is not the first time Maybank following bro Rosesyrup' s call. The last time was on Sheng Siong when bro Rosesyrup first posted an analysis on ShareJunction calling to short with a TP of 58 cents. Two weeks later, Maybank issue exactly the same target price 58cents.  THE BULL DBS and AMFraser made bullish calls by assigning TP of 60 to 70cents. If their TPs were even true, they were implying more than 100% gain over the current price of only 31 cents. With such a lucrative return, how come DBS and AMFraser are not buying for themselves? DId they run short of fund to do so? I did not remember them being the top shareholders.     Walk the talk they say. Otherwise no talk they also say.

 

So then this is tantamount to share manipulation by a broking house?