Valuetronics    Last:1.1   -

Biz Times june 26..Valuetronics to expand

Nice analysis there. this why i say its a layman logic. When we take about westerner economy, this is always right. because of ang moh thinking is always logical and straight forward. but when talking about china, its a totally different culture. the business environment also affects it. china govt doing wat a lot of govt doing by giving grants to companies to advance technology... buy do u know where all that money has gone to??? if u been to china for business u understand their "system" of working. as i said b4, if there is profit... they will be there alrdy. there is no stopping them. talking is useless. by next year we will see valuetronic position in the market. predict also useless. like sgx is always so strange. companies make profit drop price. those make losses price up...

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.

 

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.  yingli      ( Date: 29-Aug-2014 11:39) Posted: I posted a report titled " Valuetronic: Too Much  RISKS  To Ignore"   on my blog since 22nd July 2014 when the price is still rising like no body business. You guys can visit my blog to read the full report.   Rosesyrup Research Call: Sell              Target Price: $0.34   URL:

 

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. 

yingli      ( Date: 29-Aug-2014 11:39) Posted: I posted a report titled " Valuetronic: Too Much  RISKS  To Ignore"   on my blog since 22nd July 2014 when the price is still rising like no body business. You guys can visit my blog to read the full report.   Rosesyrup Research Call: Sell              Target Price: $0.34   URL:

 

Avoid big fish selling from share conversions <20cts

 

can' t rmb when bt volumme nt tat huge like tdy...current tis mth Philip tp is 0.59

nqing87      ( Date: 29-Aug-2014 11:58) Posted: got heavy drop to 0.44 before meh? the next biggest drop besides today is on 25th july.. i look at my iocbc chart, seems like 44 is support..  reuters charts adjust the price for those stocks that have placement, dividend etc.. so dunno which chart should look at to get the support price lol.. it looks weak, so i probably gonna wait.. the big sell queue at 445 may be a way from BB to collect & force ppl to throw lower.. so who knows, maybe will rebound back.. halleluyah      ( Date: 29-Aug-2014 11:40) Posted: The last time heavy drop also supported at 0.44 then bounce up all the way till 0.5x plus

 

got heavy drop to 0.44 before meh? the next biggest drop besides today is on 25th july.. i look at my iocbc chart, seems like 44 is support..  reuters charts adjust the price for those stocks that have placement, dividend etc.. so dunno which chart should look at to get the support price lol.. it looks weak, so i probably gonna wait.. the big sell queue at 445 may be a way from BB to collect & force ppl to throw lower.. so who knows, maybe will rebound back..

halleluyah      ( Date: 29-Aug-2014 11:40) Posted: The last time heavy drop also supported at 0.44 then bounce up all the way till 0.5x plus nqing87      ( Date: 29-Aug-2014 11:28) Posted: good luck sis.. but is 44 the next support or 43-435? im using reuters chart which i think they got go and adjust the price ' cos of dividend payment..

 

The last time heavy drop also supported at 0.44 then bounce up all the way till 0.5x plus

nqing87      ( Date: 29-Aug-2014 11:28) Posted: good luck sis.. but is 44 the next support or 43-435? im using reuters chart which i think they got go and adjust the price ' cos of dividend payment.. halleluyah      ( Date: 29-Aug-2014 11:20) Posted: bot some at 0.44 support

 

 

dont have any news from SGX.. we are just at the mercy of BB.. no need bad news or good news.. if they want push up or down, they can fry us retailers upside down.. maybe institutions are locking their profit, afterall, it has rise so much over the year.. even if fundamentals support it, price will have fluctuations, ppl still also need take profit..

iamloser      ( Date: 29-Aug-2014 11:22) Posted: how come it' s falling so much today? was there any bad news released??

 

There must be something inside people knows so when news out will drop further than hit support 41/42

 

good luck sis.. but is 44 the next support or 43-435? im using reuters chart which i think they got go and adjust the price ' cos of dividend payment..

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

 

how come it' s falling so much today? was there any bad news released??

 

bot some at 0.44 support

 

wa bro.. brave.. good luck.. sometimes it' s hard to see if a support will break or not.. i keep seeing buy queue topping up just now at 455 despite so much selling, thought may hold, but looking at today seems will be a long black candle with massive selling, so i hold myself from jeeping.. probably i may wait at the 100DMA & support  around 40-41 region.. see how

daffytlh      ( Date: 29-Aug-2014 11:12) Posted: bot some at 45.. px now 44.. a bit qi gek never mind lah..planning  to keep for some time.. huat arh!!!

 

bot some at 45.. px now 44.. a bit qi gek never mind lah..planning  to keep for some time..

huat arh!!!

 

looks like going to break 45 support liao..

nqing87      ( Date: 29-Aug-2014 10:56) Posted: the fundamentals do support the rise i think.. not just some crazy run for no reason.. im very tempted to jeep ' cos the buy queue keep topping up at 455 despite sellers keep selling, and  455 is at the support range.. but think i just gonna wait, though i got a feeling i will regret later haha.. shuncheng      ( Date: 29-Aug-2014 10:52) Posted: Me too think 40 is ok as it has gone up from 20...

 

the fundamentals do support the rise i think.. not just some crazy run for no reason.. im very tempted to jeep ' cos the buy queue keep topping up at 455 despite sellers keep selling, and  455 is at the support range.. but think i just gonna wait, though i got a feeling i will regret later haha..

shuncheng      ( Date: 29-Aug-2014 10:52) Posted: Me too think 40 is ok as it has gone up from 20...

 

Me too think 40 is ok as it has gone up from 20...

 

i think 45/455 is the support, so it has been loitering and holding with buy queue topping up despite sellers keep selling.. but dunno if it will hold or not.. i probably will wait at 40, but probably just dreaming lol..

shuncheng      ( Date: 29-Aug-2014 10:27) Posted: Any advice on this burger ? Weakening.. so wonder what is the good entry point ? Thanks...

 

Any advice on this burger ? Weakening.. so wonder what is the good entry point ? Thanks...