Valuetronics    Last:1.1   -

Biz Times june 26..Valuetronics to expand

wow this bugger so weak.. now also scared to queue at 40 even though it should probably hold there lol..

 

is on downtrend and has broken down the support level on Fri. It may cont to go down to 40 cents.

worcer      ( Date: 29-Aug-2014 20:52) Posted: Of course if u short now, high chance price will go down. See the trade earlier on and someone shorting real hard first 3 hours. Thats y i say sgx stock is not base on company prospect or performance. It is base on who is playing. The person shorting alrdy take back a lot of profit last hours liao. So should go back to 440 next monday. 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.

 

Yes. you are right.

jomini      ( Date: 30-Aug-2014 13:38) Posted: its nt based on fundamentals 4 u cz u lack e skills. pls do ur hw b4 generalising worcer      ( Date: 29-Aug-2014 20:52) Posted: Of course if u short now, high chance price will go down. See the trade earlier on and someone shorting real hard first 3 hours. Thats y i say sgx stock is not base on company prospect or performance. It is base on who is playing. The person shorting alrdy take back a lot of profit last hours liao. So should go back to 440 next monday.

 

its nt based on fundamentals 4 u cz u lack e skills. pls do ur hw b4 generalising

worcer      ( Date: 29-Aug-2014 20:52) Posted: Of course if u short now, high chance price will go down. See the trade earlier on and someone shorting real hard first 3 hours. Thats y i say sgx stock is not base on company prospect or performance. It is base on who is playing. The person shorting alrdy take back a lot of profit last hours liao. So should go back to 440 next monday. 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.

 

It fell today mainly because of the dilution from exercise of director's employee stock options(imo, at least proven by hard facts), but selling gis overdone! Entered at 0.450! Cagr of 20+% for past few yrs is good fundamentals for this stock! The fall is most likely transitory! However, resistance at 0.500..

Dyodd :)

 

Just to set the record straight, I did not any short anything today.  My short position on Valuetronic was opened quite some times back when price was rushing and the market was celebrating on DBS report.

I don' t think your statement of " sgx stock is not base on company prospect or performance"   really apply to Valuetronic case. To be fair, due to its outstanding performance in recent period, the market has already reward Valuetronic with quite a long and far distance bull run. In fact I once read one forummer here showing off his 400% gain here. 

worcer      ( Date: 29-Aug-2014 20:52) Posted: Of course if u short now, high chance price will go down. See the trade earlier on and someone shorting real hard first 3 hours. Thats y i say sgx stock is not base on company prospect or performance. It is base on who is playing. The person shorting alrdy take back a lot of profit last hours liao. So should go back to 440 next monday. 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.

 

avoid ..big fish selling

 

Of course if u short now, high chance price will go down.

See the trade earlier on and someone shorting real hard first 3 hours. Thats y i say sgx stock is not base on company prospect or performance.

It is base on who is playing. The person shorting alrdy take back a lot of profit last hours liao. So should go back to 440 next monday.

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.   limhpp      ( Date: 29-Aug-2014 17:15) Posted: At least declare who you are, than ppl might want to believe U

 

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.   limhpp      ( Date: 29-Aug-2014 17:15) Posted: At least declare who you are, than ppl might want to believe U

 

I repost the Link to my blog again for your convience.

yingli      ( Date: 29-Aug-2014 17:35) Posted: Bro, I posted my answer explaining why I focus on LED business.   Admin doesn' t allow me to copy and paste here, so you have check my blog again. Thanks for reading  FaceTheFact      ( Date: 29-Aug-2014 16:58) Posted: Hi, I read your report. Can I know why your report is only focussed on the LED segment, whereas Valuetronics business is so diversified in many arena. Do you have the size of the business and finance of the LED segment in relation to the overall business? This is critical information but was not reflected in your report. Pse read below on Valuetronics business which I have extracted from Bloomberg. .... Valuetronics Holdings Limited, an investment holding company, provides integrated electronics manufacturing services. The company operates through the Consumer Electronics, and Industrial and Commercial Electronics segments. It provides design, engineering, manufacturing, and supply chain support services for electronic and electro-mechanical products, as well as specializes in PCBA assembly, box-build assembly, and original design manufacturing services. The company&rsquo s design and development engineering services include mechanical design plastic tool design electronics, RF, and software designs regulatory compliance engineering and testing and product test development. Its manufacturing services comprise plastic tool fabrication and injection molding metal stamping and machining printed circuit board assemblies, including complex multi layer boards sub-assemblies and full product assemblies reliability engineering and testing quality systems materials procurement and on-site program management. The company&rsquo s supply chain support services include shipment of products to final destinations product customization and drop shipment warranty and non-warranty repairs spare parts inventory and shipment and direct fulfillment programs. It is also involved in property investment and trading businesses, as well as provides business services. The company serves multinational and mid-size companies in the telecommunications and wireless products and systems, as well as industrial, commercial, proprietary, and consumer electronics fields in North America, Europe, and the Asia pacific regions. Valuetronics Holdings Limited was founded in 1992 and is headquartered in Shatin, Hong Kong.

 

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.

 

limhpp      ( Date: 29-Aug-2014 17:15) Posted: At least declare who you are, than ppl might want to believe U yingli      ( Date: 29-Aug-2014 16:01) Posted: By the way*, who are you to question me?

 

Bro,

I posted my answer explaining why I focus on LED business.

  Admin doesn' t allow me to copy and paste here, so you have check my blog again.

Thanks for reading 

FaceTheFact      ( Date: 29-Aug-2014 16:58) Posted: Hi, I read your report. Can I know why your report is only focussed on the LED segment, whereas Valuetronics business is so diversified in many arena. Do you have the size of the business and finance of the LED segment in relation to the overall business? This is critical information but was not reflected in your report. Pse read below on Valuetronics business which I have extracted from Bloomberg. .... Valuetronics Holdings Limited, an investment holding company, provides integrated electronics manufacturing services. The company operates through the Consumer Electronics, and Industrial and Commercial Electronics segments. It provides design, engineering, manufacturing, and supply chain support services for electronic and electro-mechanical products, as well as specializes in PCBA assembly, box-build assembly, and original design manufacturing services. The company&rsquo s design and development engineering services include mechanical design plastic tool design electronics, RF, and software designs regulatory compliance engineering and testing and product test development. Its manufacturing services comprise plastic tool fabrication and injection molding metal stamping and machining printed circuit board assemblies, including complex multi layer boards sub-assemblies and full product assemblies reliability engineering and testing quality systems materials procurement and on-site program management. The company&rsquo s supply chain support services include shipment of products to final destinations product customization and drop shipment warranty and non-warranty repairs spare parts inventory and shipment and direct fulfillment programs. It is also involved in property investment and trading businesses, as well as provides business services. The company serves multinational and mid-size companies in the telecommunications and wireless products and systems, as well as industrial, commercial, proprietary, and consumer electronics fields in North America, Europe, and the Asia pacific regions. Valuetronics Holdings Limited was founded in 1992 and is headquartered in Shatin, Hong Kong. yingli      ( Date: 29-Aug-2014 14:16) Posted: Hi thanks for reading my report,   But basic business strategy and economic theory goes as the following: 1) Segment A (in this case the low end LED segment) profit margin falling and competition increasing.  2) Those who remains in Segment A can only wait for consolidation where big businesses eat up small businesses 3) Businesses in Segment A, who want to survive, will start to move into other segment (In this context, the premium LED market) to escape competition and seek of better margin. 4) To move into other segments entail investment in better technology of course and Chinese Gov has been giving out heavy subsidies in this area. I don' t make claims without logic.

 

Actually who know the real reasons? Fundamentally it shouldn't drop so much. I collected the dividend and expect it to drop and prepared to hold if it doesn't drop too much. But it did and I have divested all while still in reasonable profit plus dividend. 1q results also ok so this huge drop from 55 cents to 44.5 cents is puzzling. Company still cash rich with no debt. ICE segment still growing and more than compensate the decline in CE segment. I am sure if has chance I will buy back.

 

lucky never buy... sleep better and have good week end

 

At least declare who you are, than ppl might want to believe U

yingli      ( Date: 29-Aug-2014 16:01) Posted: By the way*, who are you to question me? limhpp      ( Date: 29-Aug-2014 15:53) Posted: By the why, who are you  to  comment on   the next target price......

 

Rebound better sell..the directors are milking this co..see all the millions given away to emp[loyees and directors since public listing convertible < 20cts that' s why throw all to u..the last time dropped to 44cts was because b4 AGM need to push for the dividends issue ..besides T< P 60-72cts by various brokerages..Valuetronics already touched 59cts

halleluyah      ( Date: 29-Aug-2014 11:20) Posted: bot some at 0.44 support

 

Wow prediction since Aug 2...Rosesyrup even lower 34.5cts

chuahooncheng      ( Date: 02-Aug-2014 21:15) Posted: Shd go dn to 48 level that's where it was pushed up after AGM on 22 july

 

Hi, I read your report. Can I know why your report is only focussed on the LED segment, whereas Valuetronics business is so diversified in many arena. Do you have the size of the business and finance of the LED segment in relation to the overall business? This is critical information but was not reflected in your report. Pse read below on Valuetronics business which I have extracted from Bloomberg.

.... Valuetronics Holdings Limited, an investment holding company, provides integrated electronics manufacturing services. The company operates through the Consumer Electronics, and Industrial and Commercial Electronics segments. It provides design, engineering, manufacturing, and supply chain support services for electronic and electro-mechanical products, as well as specializes in PCBA assembly, box-build assembly, and original design manufacturing services. The company&rsquo s design and development engineering services include mechanical design plastic tool design electronics, RF, and software designs regulatory compliance engineering and testing and product test development. Its manufacturing services comprise plastic tool fabrication and injection molding metal stamping and machining printed circuit board assemblies, including complex multi layer boards sub-assemblies and full product assemblies reliability engineering and testing quality systems materials procurement and on-site program management. The company&rsquo s supply chain support services include shipment of products to final destinations product customization and drop shipment warranty and non-warranty repairs spare parts inventory and shipment and direct fulfillment programs. It is also involved in property investment and trading businesses, as well as provides business services. The company serves multinational and mid-size companies in the telecommunications and wireless products and systems, as well as industrial, commercial, proprietary, and consumer electronics fields in North America, Europe, and the Asia pacific regions. Valuetronics Holdings Limited was founded in 1992 and is headquartered in Shatin, Hong Kong.

yingli      ( Date: 29-Aug-2014 14:16) Posted: Hi thanks for reading my report,   But basic business strategy and economic theory goes as the following: 1) Segment A (in this case the low end LED segment) profit margin falling and competition increasing.  2) Those who remains in Segment A can only wait for consolidation where big businesses eat up small businesses 3) Businesses in Segment A, who want to survive, will start to move into other segment (In this context, the premium LED market) to escape competition and seek of better margin. 4) To move into other segments entail investment in better technology of course and Chinese Gov has been giving out heavy subsidies in this area. I don' t make claims without logic. worcer      ( Date: 29-Aug-2014 14:07) Posted: Read ur report. Partly correct base on layman assumtion. U must understand China factories b4 saying that they will start producing  premium LED for no reason. This is unlikly the way down the road. 1) China manufacturers pride themselves doing cheap LED. Asking them to use premium tech is assuming they have the expertise and the willingness to do it. Like asking China to build a stealth fighter plane which failed. 2) China  production cost is raising. This could eat into their competitiveness and make them unwilling to invest in a higher quality product. 3) I believe if the China man wans to produce premium LED... They would have done it years ago, ignoring those patent laws. " There is a will, ther is a way" thats when there is real profit there then u sure see China at the front of that line. Otherwise, They rather invest their time somewhere else.

 

By the way*, who are you to question me?

limhpp      ( Date: 29-Aug-2014 15:53) Posted: By the why, who are you  to  comment on   the next target price...... yingli      ( Date: 29-Aug-2014 14:16) Posted: Hi thanks for reading my report,   But basic business strategy and economic theory goes as the following: 1) Segment A (in this case the low end LED segment) profit margin falling and competition increasing.  2) Those who remains in Segment A can only wait for consolidation where big businesses eat up small businesses 3) Businesses in Segment A, who want to survive, will start to move into other segment (In this context, the premium LED market) to escape competition and seek of better margin. 4) To move into other segments entail investment in better technology of course and Chinese Gov has been giving out heavy subsidies in this area. I don' t make claims without logic.

 

By the why, who are you  to  comment on   the next target price......

yingli      ( Date: 29-Aug-2014 14:16) Posted: Hi thanks for reading my report,   But basic business strategy and economic theory goes as the following: 1) Segment A (in this case the low end LED segment) profit margin falling and competition increasing.  2) Those who remains in Segment A can only wait for consolidation where big businesses eat up small businesses 3) Businesses in Segment A, who want to survive, will start to move into other segment (In this context, the premium LED market) to escape competition and seek of better margin. 4) To move into other segments entail investment in better technology of course and Chinese Gov has been giving out heavy subsidies in this area. I don' t make claims without logic. worcer      ( Date: 29-Aug-2014 14:07) Posted: Read ur report. Partly correct base on layman assumtion. U must understand China factories b4 saying that they will start producing  premium LED for no reason. This is unlikly the way down the road. 1) China manufacturers pride themselves doing cheap LED. Asking them to use premium tech is assuming they have the expertise and the willingness to do it. Like asking China to build a stealth fighter plane which failed. 2) China  production cost is raising. This could eat into their competitiveness and make them unwilling to invest in a higher quality product. 3) I believe if the China man wans to produce premium LED... They would have done it years ago, ignoring those patent laws. " There is a will, ther is a way" thats when there is real profit there then u sure see China at the front of that line. Otherwise, They rather invest their time somewhere else.