Valuetronics
Last:1.07
-0.03
Biz Times june 26..Valuetronics to expand
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possible value uses its VN factory to ship to US customers? and HK plant to ship to China?
all about logistics.
lifeisgood ( Date: 04-Jun-2020 10:58) Posted:
I think you are right. Never thought about the HK angle until you mention it.
iinvestor ( Date: 04-Jun-2020 10:54) Posted:
| and they use HK export...will have tarriffs? double whammy...Trump plan is succeeding |
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For those still holding the stock, put in under your pillow and sleep well. For those who sold or not vested, come back see this stock again when it' s around 50c.
broke 60cts😂
lifeisgood ( Date: 04-Jun-2020 10:58) Posted:
I think you are right. Never thought about the HK angle until you mention it.
iinvestor ( Date: 04-Jun-2020 10:54) Posted:
| and they use HK export...will have tarriffs? double whammy...Trump plan is succeeding |
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I think you are right. Never thought about the HK angle until you mention it.
iinvestor ( Date: 04-Jun-2020 10:54) Posted:
| and they use HK export...will have tarriffs? double whammy...Trump plan is succeeding |
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and they use HK export...will have tarriffs? double whammy...Trump plan is succeeding
These words from MBKE very damaging, be careful:
VALUE expects some customers, including in auto and CE to switch over
to North American suppliers to serve the US allocation in FY21. We
estimate this to be around mid-teens percentage of revenue. Some
customers are still undecided on whether to remain with VALUE or to
switch suppliers for the US allocation of their products. As such, we
continue to see allocation/ customer losses as a result of US-China
tensions as a key risk to our forecasts, notwithstanding the difficult
macro-environment.
MBKE also mentioned loss of customers to other US based suppliers, due to trade war. Hope they can find new ones to replaced the exiting ones.
halleluyah ( Date: 04-Jun-2020 10:37) Posted:
| profit n div just a minor drop only...business is vry stable n consistent growth all tis yr n coy is cash rich which only minor coy hv it...div consider gd at 5.8% if wt to compare to others...hold n still can eat & sleep well... |
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profit n div just a minor drop only...business is vry stable n consistent growth all tis yr n coy is cash rich which only minor coy hv it...div consider gd at 5.8% if wt to compare to others...hold n still can eat & sleep well...
From MBKE:
FY20 DPS of HKD0.20 (FY19: HKD0.25) fell short of
our expectations, as management sought to conserve cash.
As we believe VALUE will remain prudent in FY21E, we cut DPS to HKD0.12.
no worries.. this is a good div stock anyway.
NT1825 ( Date: 04-Jun-2020 10:11) Posted:
OK. Thanks it is s general statement. No harm.
ferarri79 ( Date: 04-Jun-2020 10:09) Posted:
| bro im not refering to this upcoming div.. i mean future di |
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OK. Thanks it is s general statement. No harm.
ferarri79 ( Date: 04-Jun-2020 10:09) Posted:
bro im not refering to this upcoming div.. i mean future div
NT1825 ( Date: 04-Jun-2020 10:07) Posted:
| Bro. Got ppl watching read T and C.
Div approved in AGM cannot simply cut today n tm |
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If one is buying for the dividends, Reits would make a better choice. Some at 8-9% dividend and even if it is cut half it is still very decent.
ferarri79 ( Date: 04-Jun-2020 10:09) Posted:
bro im not refering to this upcoming div.. i mean future div
NT1825 ( Date: 04-Jun-2020 10:07) Posted:
| Bro. Got ppl watching read T and C.
Div approved in AGM cannot simply cut today n tm |
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i mean possibility of future div cutting lowered dependin on the market condition if it persist
ferarri79 ( Date: 04-Jun-2020 10:09) Posted:
bro im not refering to this upcoming div.. i mean future div
NT1825 ( Date: 04-Jun-2020 10:07) Posted:
| Bro. Got ppl watching read T and C.
Div approved in AGM cannot simply cut today n tm |
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bro im not refering to this upcoming div.. i mean future div
NT1825 ( Date: 04-Jun-2020 10:07) Posted:
Bro. Got ppl watching read T and C.
Div approved in AGM cannot simply cut today n tmr
ferarri79 ( Date: 04-Jun-2020 09:56) Posted:
| expect to see it below 0.6... next few quarter results might b worst .. div will get cut, not only for this co, most co will cut div |
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Bro. Got ppl watching read T and C.
Div approved in AGM cannot simply cut today n tmr
ferarri79 ( Date: 04-Jun-2020 09:56) Posted:
| expect to see it below 0.6... next few quarter results might b worst .. div will get cut, not only for this co, most co will cut div |
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When it is slow and cheap, I will buy after researching.
Once the boys are back, up 5 to 6c it is a missed boat for many.
hotelgrand ( Date: 04-Jun-2020 09:55) Posted:
Agree..AGM likely in late july..payable early Aug...pple sell because upward move very slow..switch to.other counters probably..very resilient stay 45-59 less than 3 weeks..buy can sleep peacefully
NT1825 ( Date: 04-Jun-2020 09:39) Posted:
| Bro final div means AGM for 201 |
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expect to see it below 0.6... next few quarter results might b worst .. div will get cut, not only for this co, most co will cut div
Agree..AGM likely in late july..payable early Aug...pple sell because upward move very slow..switch to.other counters probably..very resilient stay 45-59 less than 3 weeks..buy can sleep peacefully
NT1825 ( Date: 04-Jun-2020 09:39) Posted:
Bro final div means AGM for 2019
hotelgrand ( Date: 04-Jun-2020 09:38) Posted:
| Wow...AGM over alreadyy meh?...cannot be FYE 31march..results just announced ytday? |
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Tech stock already have their bull like aem and ums. This has been lagging and now tech is on consolidation. With the result and gloomy future. Is a double blow. Cant see how valuetronic will go up for the moment
Yes. Sometimes people just misinterpreted. Just choice of word not perfect, but look at the numbers and their stock performance in past. 4.2% div is not something to be missed easily.
newb1234 ( Date: 04-Jun-2020 09:41) Posted:
Blame their choice of word " significant" ..
Can anyone check with the company and clarify how " significant" is the impact on FY21 result and how many of their customers are switching supplier?
fruitty ( Date: 04-Jun-2020 09:32) Posted:
| What concerns me is their FY21 revenue that will be significantly lower compared to FY20. While other shares are going up to their previous high, may not be a good idea to get stuck here. |
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