Valuetronics - "Thoughts on the market".

More
14 Aug 2014 20:30 #20643 by lotustpsll
I quote the summary below by Phillip Capital which has a TP 0f 59 cents -

"Amidst bearish headwinds from the CE segment, a very positive development in ICE is filling up the gap. Valuetronics remains a buy at current prices due to having better margins than peers, active guidance by management to navigate product cycles by sourcing new products and clients, a solid balance sheet, and essentially being a dividend machine with good cash flows".

It is noted in the report that the new ICE client belongs to the "bigger client group range" - this means a stronger impact on overall revenue and margins.

The report by PC is in my view more balanced.

Please Log in or Create an account to join the conversation.

More
26 Aug 2014 19:58 #20725 by ontheball
Sifu Joseph Yeo, given the sharp rise in price of Valuetronics in the past few weeks, did you sell some to lock in profit or are you keeping them for longer term.
I sold all my holdings after the ex-div and made a very nice profit and I'm starting to slowly buy back again as the price is softening. Bought some today at .48 and will buy a bit more when it gets cheaper. Interested to learn your investment style given your experience. Thanks

Please Log in or Create an account to join the conversation.

More
30 Aug 2014 01:40 #20760 by Joes
Only 44.5 cents today? I will load up next week!

Please Log in or Create an account to join the conversation.

More
30 Aug 2014 10:07 #20762 by ontheball
Any idea why the sharp sell-off? Very high vol.

Please Log in or Create an account to join the conversation.

More
01 Sep 2014 01:40 #20767 by Joes
I think people sold Valuetronics because of the flattish 1Q profit growth: net profit for the three months ended 30 June 2014 (“Q1FY2015”) increased by 1.8% to HK$33.9 million.

This is looking like a good value stock to me @ 44 cents.

Please Log in or Create an account to join the conversation.

More
01 Sep 2014 12:05 #20770 by ontheball
Interesting. If the price falls more today, I might get a few more lots. Have to be a little careful as the sell off was a little too sharp for comfort.

Please Log in or Create an account to join the conversation.

Share Prices

Counter NameLastChange
AEM Holdings4.180-0.070
Avarga0.285-0.010
Avi-Tech Electronics0.395-
BH Global0.260-
China Sunsine0.490-0.010
Food Empire0.760-0.010
Fortress Minerals0.365-0.025
Golden Energy0.290-0.015
GSS Energy0.073-0.004
InnoTek0.810-0.015
ISDN Holdings0.645-0.030
ISOTeam0.115-0.003
IX Biopharma0.225-
KSH Holdings0.350-
Leader Env0.079-
Medtecs Intl0.370-0.055
Moya Asia0.065-0.001
Nordic Group0.355-
Oxley Holdings0.200-0.010
Procurri0.305-
REX International0.189-0.010
Riverstone1.000-0.130
Roxy-Pacific0.4700.065
Southern Alliance Mining0.960-0.030
Sri Trang Agro1.340-0.050
Straco Corp.0.4750.005
Sunpower Group0.625-0.010
The Trendlines0.100-0.002
UG Healthcare0.345-0.060
Uni-Asia Group1.050-0.050
Wilmar Intl4.080-0.030
Yangzijiang Shipbldg1.440-0.040
Yinda Infocomm0.215-0.005

NextInsight RSS

rss_2 NextInsight - Latest News

Online Now

We have 1331 guests and no members online