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alfjas Member	21-Feb-2008 10:40        alfjas About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why is the price going down? Is the result going to announce wil be bad? Any advise.
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Alligator Veteran	16-Jan-2008 18:32        Alligator About Contact  Quote this Post! Style: Combined   Yells: "learning from past "
x 0   x 0  Alert Admin	Mr Goh buy from open market    1. Date of change of Interest 15-01-2008     2. Name of Registered Holder Goh Leng Tse     3. Circumstance(s) giving rise to the interest or change in interest Open Market Purchase     # Please specify details   4. Information relating to shares held in the name of the Registered Holder   No. of Shares held before the change 60,108,000   As a percentage of issued share capital 18.890 %   No. of Shares which are subject of this notice 396,000   As a percentage of issued share capital 0.125 %   Amount of consideration (excluding brokerage and stamp duties) per share paid or received 0.295     No. of Shares held after the change 60,504,000   As a percentage of issued share capital 19.015 %
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simck001 Senior	02-Jan-2008 00:00        simck001 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Yes. Agreed it is a good... great buy.
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Nokita Senior	01-Jan-2008 23:30        Nokita About Contact  Quote this Post!
x 0   x 0  Alert Admin	Date of buying No. of shares bought Tiedemann Global Emerging Market LP  23-11-2007 984,000 7-11-2007 1.143 m 29-10-2007 453,000 10-10-2007   1.889 m 04-09-2007   6.1 m Goh Leng Tse (Chairman and CEO of Innovalues) 13-12-2007  1m 05-11-2007 500,000 10-10-2007   500,000 16-08-2007   500,000   Atlantis Investment Management Ltd  04-09-2007   1.871 m 20-08-2007 1 m source: http://www.nextinsight.com.sg/content/view/179/55/
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tiandi Senior	31-Dec-2007 12:01        tiandi About Contact  Quote this Post!
x 0   x 0  Alert Admin	on the way up.
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hawke009 Senior	31-Dec-2007 10:29        hawke009 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I bought. I hope I didn't make bad choice. Do rally upwards next year.
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Henry$$$ Senior	31-Dec-2007 00:30        Henry$$$ About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Good time to buy. Details http://www.freewebs.com/henryhts
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Alligator Veteran	29-Dec-2007 22:39        Alligator About Contact  Quote this Post! Style: Combined   Yells: "learning from past "
x 0   x 0  Alert Admin	This counter went all the way down to 5year low after fund managers sold over last few months. Now that the 'bottom' seems to be formed and Chairman buy and buy, perhaps this is good time to buy and keep for intermediate terms. Good luck
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tiandi Senior	29-Dec-2007 07:42        tiandi About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mr Goh buy from open market Dec 26 2007 NOTICE OF A DIRECTOR'S (INCLUDING A DIRECTOR WHO IS A SUBSTANTIAL SHAREHOLDER) INTEREST AND CHANGE IN INTEREST Dec 18 2007 NOTICE OF A DIRECTOR'S (INCLUDING A DIRECTOR WHO IS A SUBSTANTIAL SHAREHOLDER) INTEREST AND CHANGE IN INTEREST Dec 13 2007 NOTICE OF A DIRECTOR'S (INCLUDING A DIRECTOR WHO IS A SUBSTANTIAL SHAREHOLDER) INTEREST AND CHANGE IN INTEREST
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tiandi Senior	29-Dec-2007 07:30        tiandi About Contact  Quote this Post!
x 0   x 0  Alert Admin	nice turn, many indicators showed bullish signs.
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hawke009 Senior	27-Dec-2007 14:49        hawke009 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It seem like base is forming... Check it out.
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leechongpeng Senior	24-Nov-2007 02:20        leechongpeng About Contact  Quote this Post!
x 0   x 0  Alert Admin	I fully agreed with left_bug. I would buy even if dropped to 0.2. The trend will be going down further.
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tiandi Senior	23-Nov-2007 22:42        tiandi About Contact  Quote this Post!
x 0   x 0  Alert Admin	extracted from Kim Eng. INNOVALUES 2H 2007 Weaker Than Expected, But The Weak Share Price Performance Seems To Have Priced In A Good Part Of This; 2008 Is A Recovery Year S$0.27-INNO.SI The company gave a profit warning last night, expecting 2007 performance to be weaker than 2006 performance due to the weaker than expected peformance of the HDD operation in Thailand, weakening of the US$ against Asian currencies, restructuring charges of their Malaysian operations and cost increases to prepare for future growth of the automotive business. However, bottomline will remain in the black for 2007. In our meeting with management this morning, management disclosed that 90% of their sales is in US$ while only 30-35% of their costs is in US$, hence the weakness in the US$ against Asian currencies resulted in a $3mln forex loss in 2H2007. Management intends to do some form of hedging next year and have budgeted their US$ exchange rate at a more conservative rate for 2008. The production yield of their new hard disk drive customer Samsung was also lower than expected due to the learning curve effect and high requirements made by Samsung. This resulted in a $1mln loss. Management revealed that the production yield has increased from 60-70% to currently at 85%, hence this operation will turn around next year. Currently they are running at about 300,000 units per month, but management is hesitant about expanding the operation as they have set certain conditions for Samsung such as minimum volumes, stable pricing, raw material price adjustments depending on the movements and favourable payment terms before they are willing to commit for further expansion. Samsung is currently deciding on their terms. The discontinuation of their old hard disk drive customer Minebea resulted in a $835,000 provision due to inventory write-off. Their plant in Malaysia (Pasir Gudang) faced high rejection rates due to production yield issues, hence management will be restructuring this plant to move production to Kluang (Malaysia), China and Thailand which will result to a restructuring charge of $2.3mln. Slower than expected ramp up in demand from their new customer Hilite has resulted in automotive sales falling short by $4-5mln in 2H2007 and start up costs of $251,000. Management expects this customer to start contributions sometime in early to mid 2008 as this customer relocates their supplier base from Canada. This customer is expected to contribute to 2008 sales in the region of US$3-4mln. The higher raw material price has also negatively impacted bottom-line by $800,000 in 2007, but there are signs that the price is stabilizing. As a result, 2H2007 bottomline performance will be negatively impacted and will range around the breakeven level. Looking ahead into 2008, management remains cautiously optimistic of prospects citing the continued growth of their automotive division, underpinned by the outsourcing of Sensata's production of brake sensors, occupant weight sensors and auto pressure transducers to Asia (from US and Europe) as well as new contributions from Hilite as they relocate their production to Asia. The automotive division is expected to grow 50% to $50mln in 2008. The office automation division will see stable demand from HP, but new contributions from Lexmark, and higher demand from Xerox and Kodak. The office automation division is expected to grow 18% to $95mln. The hard disk drive division while not contributing much to top line will turnaround on the bottom-line due to absent of writeoffs from Minebea and turnaround of Samsung. Coupled with the absence of restructuring charges, provisions and writeoffs, we are expecting 2008 bottom-line to potentially double to $12mln from $6mln in 2007. At its last traded price of 25.5 cents per share, market cap is $81mln, forward PE of 13.5x would decline to a prospective PE of about 7x. Price to sales is 0.6-0.7x while price to book is 1.28x. These ratios are not far from its all time lows in the last 5 years. Since hitting its high of 90 cents in mid-May '07, the stock has been dropping consistently to this morning's low of 25 cents on the back of its disappointing 1H2007 performance, funds selling (Lion Capital, ARN Capital, and Wasatch Advisors) and disappointing 2H2007 performance. While the stock may remain weakish ahead of its full year 2007 results announcement, we would be looking to accumulate the stock especially closer to its book value of 20 cents per share given that the company is still profitable, prospects for the next year would be promising given their dominant position in the critical automotive safety devices market segment where competition is limited to only a handful of players in Asia, growth in the office automation business, turnaround of the hard disk drive business, absence of writeoffs & restructuring charges, bottomline recovery and bombed-out stock price. Daily Review, 23 November 2007
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ROI25per Master	23-Nov-2007 11:49        ROI25per About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	why didnt anybody charge for insider trading???
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left_bug Senior	23-Nov-2007 10:32        left_bug About Contact  Quote this Post!
x 0   x 0  Alert Admin	My goodness. HDD sector is a small part in their business. They move into automotive long ago. USD is only exchange lost unless they do some risky stuff with it. I think the problem lies within their Malaysian operation which they did not elaborate further. If its operation then its a big problem. I most probably will not get in again even it drop to 0.2 until they clear this up. Of course I will be tempted if it go down to 0.10
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jackjames Elite	22-Nov-2007 22:09        jackjames About Contact  Quote this Post!
x 0   x 0  Alert Admin	oh no, another profit warning....
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ROI25per Master	22-Nov-2007 21:04        ROI25per About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	finally we know why dropped.... all those big institutions knew in advance; is this insider trading?  http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_C5D971189372C7874825739B003B7D9B/$file/ProfitGuidanceFY07.pdf?openelement
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hawke009 Senior	19-Nov-2007 13:06        hawke009 About Contact  Quote this Post!
x 0   x 0  Alert Admin	In No Value to reach 20c soon, so invest at that time. A potential stock with profits earnings but miserable performance in their share. Weirdo.
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henrytan Member	19-Nov-2007 13:00        henrytan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Drop somemore today, really have to wait until 20c
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tiandi Senior	16-Nov-2007 22:22        tiandi About Contact  Quote this Post!
x 0   x 0  Alert Admin	from shareinvestment data, around end oct, stock is around 44 cents, at that price, PER=10.2,  Div about 3.4%, at today price, PER become less than 7, Div become about 5%.   This first half year div was 0.5 cents, second half should be much higher..  Margin 11.12%, ROE for last several years is in higher than 20% for 2003, till 2006. So does these sound ok for BUY?
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