| Latest Forum Topics / Valuetronics Last:0.625 -- |
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Beneficiary of outsourcing trend
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chipchip66
Master |
23-May-2007 09:37
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Dividend payout is $HK63 per lot. in SGD about $12? |
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spurs88
Senior |
23-May-2007 09:19
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Now CIMB targets $0.47!!!!!!!!!!! this morning. CHEONG AH!!!!!!!!!!!!!! Valuetronics (S$0.29) - Initiate coverage - Value for money We initiate coverage of Valuetronics, a vertically-integrated CM/ODM service provider, with an Outperform rating and target price of S$0.47, offering 62% upside potential. We expect Valuetronics?s net profit to grow by 22% CAGR between FY07 and FY10, driven by deepening relationships with existing customers, and new customers and programmes. The stock is cheap with almost half its market capitalisation backed by net cash. Our target price (8x CY08 P/E) pegs the stock at a slight premium to the 7.9x average traded by SGX-listed contract manufacturers. We believe the premium is warranted given Valuetronics?s strong balance sheet, attractive yields, high ROEs, and healthy cash flow and EPS growth prospects. We see catalysts from strong sets of half-yearly results and continuous programme wins. |
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tancheeyuan
Member |
22-May-2007 20:39
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Finally the annual report is out... MEDIA RELEASE - VALUETRONICS RECORDS IMPRESSIVE EARNINGS GROWTH OF 26.4% YEAR ON YEAR TO HK$74.2 MILLION hopefully tmr will cheong somemore... |
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elmo10
Member |
21-May-2007 14:38
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great valuetronics finally moving, |
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elmo10
Member |
09-May-2007 12:07
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oh sorry counter not closed, my mistake. |
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elmo10
Member |
09-May-2007 12:05
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valuetronics counter closed today any idea why? |
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spurs88
Senior |
30-Apr-2007 16:20
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Cheonging now!!!! Heard DMG targets $0.4!!!!!!!!!!! |
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elmo10
Member |
28-Apr-2007 10:58
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no i do not have why? |
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Andrew
Master |
27-Apr-2007 23:59
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The NTA is 9.2 Scts. FY05 EPS 1.2 Scts (PE=20) and suddenly in FY06 EPS 3.5 Scts.(PE=6.8). EPS not very consistent. Product line very niche and none of the SGX Universe have such company to compare. Did you have any of these product at home/office or see them somewhat before ? ? Baby Monitor ? Alcohol Tester? Digitally Controlled Home Appliances? GSM Fixed Wireless Telephone? Cold Chain Temperature Monitor? Thermal Label Printer
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elmo10
Member |
27-Apr-2007 22:19
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could it be approximatly 4 to 6months for the electronic companies to be back in action. |
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spurs88
Senior |
22-Apr-2007 21:15
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Be patient. Don't loose heart. Re-examine the reasons why you first bought this. This counters will soon be played once punters play until nothing to play. If FHTK can increase 250%, I don't see why this GEM can't!!! |
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words007
Member |
22-Apr-2007 20:02
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i bought at .268 on avg; it seems another rubbish, going to cut loss at .245 next week. any suggestion. thx in advance |
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elmo10
Member |
18-Apr-2007 14:31
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any major problem with this company, bought it at 0.30cents |
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spurs88
Senior |
03-Apr-2007 11:34
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Finally recovering! Should reach $0.30 soon! |
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resols
Member |
02-Apr-2007 15:15
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Oh no.... what's happening - why the mass selling. Something wrong with the company?? |
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spurs88
Senior |
02-Apr-2007 14:33
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Management targets 20% rise in proit this FY! Buy! |
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august
Senior |
29-Mar-2007 18:01
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Thanks for both your advise. I was holding the share at 30.5cents and am wondering if I should just cut lost. It looks now like I should just average down and lower my b'even px. Cheers, |
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Nostradamus
Supreme |
28-Mar-2007 11:03
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It is an electronics manufacturer with end-products in 3 primary segments: telecomms, consumer and industrial & commercial. Customers include other OEMs and ODMs as well as large MNCs such as NEC, Philips and Honeywell. Its peers only operate in niche product segments, unlike Valuetronics which is an integrated EMS provider. Historical PE is 4.8x and although it has a higher P/B compared to its peers, Valuetronics outshines them. NRA peg fair value at 6x PE or $0.29. Subscribe. Performing up to expectations! |
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zhuge_liang
Supreme |
28-Mar-2007 00:32
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Strategies and Future Plans 1) Expand ODM Capabilities Firstly by developing a wider range of products by leveraging on their proven Design & Development ("D&D") track record in developing products using radio frequency and embedded micro-processor applications. Secondly, they will also develop products made with precision mechanical parts with an emphasis on electro-mechanical applications, as these products have a better profit margins and longer product life compared to regular consumer products. The Group is exploring the opportunity of entering into collaboration arrangements with renowned universities in the PRC to focus on research and development of new technology and products and continually work with design houses in Asia and globally to keep abreast of latest technological advancements in design and manufacturing technologies. 2) Expand product segments to penetrate medical equipment market The Group also plans to expand into the medical device segment. Their design, development and commercialisation of an analog alcohol tester in FY2005 along with other successful developments marked their initiation into the segment, and the Group will apply for ISO13485, which is an international quality management certification awarded to companies with established quality management systems for the manufacture of medical devices. 3) Expand and upgrade production facilities To achieve their vision of becoming a leading integrated manufacturing solutions provider, the Group will continue to invest in up to date product D&D and manufacturing technologies and equipment as well as additional production facilities in the Daya Bay Economy Technology Development District, Huizhou City, Guandong Province, PRC. The first phase of construction, targeted for completion in Q4 '07, will provide a production area of 35,000 square metres and will increase their production capacity by approximately 30%. 4) Enhance and strengthen sales and marketing network and explore new business set-ups, acquisition and joint venture opportunities Lastly, the Group intends to enhance and strengthen their sales and marketing network in the PRC and worldwide, to identify other OEM and ODM customers and owners of well-known international brands in order to broaden their customer base in terms of product type and industry served. The Group has appointed three firms of third party marketing agents in the USA to promote their services to customers in USA and will implement their sales and marketing model to other parts of America and Europe. Furthermore, the Group will explore new business set-ups, acquisition and joint venture opportunities that will give them access to new markets and customers as well as new businesses. |
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zhuge_liang
Supreme |
28-Mar-2007 00:25
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5% or more of the invitation shares were each allocated to 2G Capital, UOB AM and Pheim AM. This stock is going to perform very well. |
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