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Biz Times june 26..Valuetronics to expand
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timewatch
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08-Oct-2007 22:19
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could the BB's look at valuetronics and push it up tooo. |
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Pension
Elite |
05-Oct-2007 18:45
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good potential counter but not popular, long term stock. |
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timewatch
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05-Oct-2007 15:37
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787180 from what i noticed valuetronics always wakes up at the wrong time. hope it does not wake up again at the wrong time. |
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787180
Master |
04-Oct-2007 16:58
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Wake up..valuetronics...even Achieva starts to move already... Achieva is now the cheapest electronics play..MAP,Valuetronics,SP windsor all higher than Achieva..upwards bias so few sellers... 22cts 1.5mil 23 1.8mil 23.5 791,000 24.0 975,000 24.5 543,000 25.0 650,000 25.5 242,000 26.5 50,000 29.5 2000..so few sellers along the way..why all reluctant to sell...may spike up..now with the renewed interest |
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timewatch
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26-Sep-2007 14:10
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guys and gals any news for valuetronics. |
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limhpp
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17-Sep-2007 14:52
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Hi timewatch, I also stuck at 0.375. I think it will take a long time before it move back to this level. Don't ask 787180, he will tell you he sold his at high price.... |
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timewatch
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17-Sep-2007 11:40
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Hi 787180 bought valuetronics when it was 0.38 cents and stuck with it, to me its chances of moving up or atleast back to 0.38 cents might be around next year. What is your veiw sir. thanks. |
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timewatch
Senior |
16-Sep-2007 23:19
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will valuetronics move tomorrow. |
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787180
Master |
12-Sep-2007 23:06
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quote="FattyPig"]Can you advice on the price to enter and the TP? Thanks.[/quote] Previously strong support at 28cst for valuetronics and was pushed to this year's high of 38.5cts..today 12sept touch 29cts..momentum is building to cross 30cts soon |
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TakeItEasy
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07-Sep-2007 20:25
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787180, hope u are right.. i;ve been calling yr calls.. vested in achieva & valuetronics.. heavily vested.. really hope to see some daylight for these 2 counters.. |
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787180
Master |
07-Sep-2007 13:23
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Time watch are U heavily vested in this stock? Agree moving slowly and may cross 30cts soon ..among the cheapest electronics stock..MAP,AVi Tech,SP Windsor all >30cts with the exception of Achieva still at 19cts |
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timewatch
Senior |
07-Sep-2007 09:43
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valuetronics taking baby steps, one step at a time. |
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timewatch
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29-Aug-2007 12:40
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what happened to valuetronics no movement why? |
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timewatch
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28-Aug-2007 17:09
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ohhh that nice news-thanks centaur. |
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Centaur
Veteran |
28-Aug-2007 17:07
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Well, maybe u can take comfort that pulses is recommending valuetronics in its latest issue.
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timewatch
Senior |
28-Aug-2007 17:03
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hi no news on valutronics --seems to be sleeping like unifiber, and sunvic, anybody with latest info on these another lousy counter. |
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timewatch
Senior |
21-Aug-2007 10:57
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Any news on valuetronics. |
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Eagles
Member |
17-Jul-2007 11:40
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Still in its infancy...will be abt 0.50 soon....boost will be its earnings report soon.... Note: cannot play contra on this one...need to keeo for a while...value play. |
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adeline
Member |
17-Jul-2007 10:32
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Wow1Happyday is even faster than Kim Eng.He predict valuetronics in June on this thread but Kim Eng just started recommending buy.Heard grey mkt for ipo(33cts) Avi-Tech Electronics is 50-60cts so Valuetronics should not have problem >TP49cts as Aug 2 approcahes.maybe will move by July 25 date where Avi Tech starts trading |
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1234567
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17-Jul-2007 10:06
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§ Premier EMS service provider for the big boys Valuetronics is an integrated EMS provider for customers in the telecommunications, industrial and commercial electronic products, and consumer electronic product industries. Currently, its client portfolio includes market leaders in their respective fields such as Philips, Dymo, and KitchenAid. 100% of its active customers are repeat customers. § Leveraging on the buoyant EMS industry According to In-Stat research, Asia's EMS market is projected to grow by 132% from US$121.5b in 2006 to US$281.8b by 2011; of which, China will account for 76% of the Asian market (US$214.2b in value). With its facilities in the PRC, Valuetronics is in a sweet position to capitalise on this outsourcing trend; leveraging on its extensive network, and consistently upgrading its manufacturing expertise through its design and development (D&D) capabilities. § Sturdy organic growth We are forecasting Valuetronics to deliver 21% bottomline CAGR over FY07-FY10F with strong orders from existing and new customers. We are also anticipating steady net margin expansion underpinned by economies of scale as orderbook is expected to grow 17% in FY08 and 25% in FY09, and management's continued focus on maintaining healthy gross margins of between 18-20%. § Compelling valuation; Initiate with a Buy We are initiating coverage on Valuetronics with a Buy recommendation. We see fair value at $0.49 based on 8x FY09 PE, implying a 42% upside potential. Valuetronics trades at a compelling 5.7x FY09 PE (3.4x ex-cash) and at a steep 36% discount to local ODM/OEM peers. With cash of HK$176.6m (representing 29% of market capitalization) margins, superior ROE of ~33%, and an A-list customer portfolio, we believe the market has overlooked the intrinsic worth of Valuetronics. Management is confident of keeping to its 30% dividend payout ratio; implying a FY09 dividend yield of 5.3%. Key risks include exposure to the volatile electronics industry and a slowdown in orders from key customers. |
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