Valutronics

Valutronics

Postby iam802 » Mon Jun 16, 2008 7:15 pm

Business Update “ Effects of Flooding in Southern China on Danshui Plant

http://info.sgx.com/webcorannc.nsf/ef3b ... enDocument

----
Extract:

The Board of Directors of Valuetronics Holdings Limited (Valuetronics or the Group) would like to provide a business update on the operational impact of the recent flooding in Southern China on its manufacturing facility located in Danshui Town, Huiyang District, Huizhou City, Guangdong Province, Peoples Republic of
China (PRC) (Danshui Plant).

Due to unexpected heavy torrential rain over the past few days in Southern China, flash flood had taken place at the Danshui Plant affecting several of its key production lines.

The affected areas include the plastic injection moulding lines, metal machining center, tooling fabrication center and computer data center.
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Re: Valutronics

Postby winston » Wed Sep 29, 2010 1:55 pm

Not vested. Up 16% today !


From OCBC:-

Valuetronics Holdings: Vast growth potential ahead

Summary: We remain optimistic of Valuetronics’ (VHL) growth potential in the coming quarters. Its largest customer, Philips Electronics, had recently unveiled its strategy for its Lighting segment to capture the robust growth in the global illumination market, which we believe is likely to benefit VHL.

Apart from that, we note that VHL is also likely to benefit from increased orders at its OEM and ODM segments, due to new customers. As for its licensing segment, we see possibility for VHL to improve sales within this segment significantly, or even secure new product range under the air treatment category.

We continue to like VHL for its growth potential, diversified product range, and healthy financial position.

At current price level, VHL is trading at an undemanding 3.8x FY11F EPS, and offers an attractive dividend yield of 7.9%.

Maintain BUYand S$0.39 fair value (8x FY11F EPS) on VHL. (Kevin Tan)
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Re: Valutronics

Postby winston » Thu Oct 28, 2010 6:40 pm

Not vested. From Kim Eng:-

Valuetronics (VALUE SP, $0.215, NOT RATED)

EMS company Valuetronics’ biggest differentiating factor is its strong focus on green technology products (eg, energy‐saving LED lighting solutions for Philips) and customers with strong brands (eg, KitchenAid in highend cooking appliances and Graco in digital baby monitors).

More recently, it is expanding beyond traditional EMS with a new brand licensing arm, which could provide an additional layer to earnings.

http://www.remisiers.org/cms_images/ssu28102010ke.pdf
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Re: Valutronics

Postby kampungboy » Fri Nov 12, 2010 8:20 pm

Not vested.

Valuetronics’ 2Q FY2011 Net Profit soars 82.9% to HK$32.7 million

- Half year net profit rose 164.7% to HK$61.6 million.

http://info.sgx.com/webcoranncatth.nsf/ ... penelement
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Re: Valutronics

Postby winston » Tue Jan 25, 2011 8:34 am

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VALUETRONICS - Electronics contract manufacturer Valuetronics said on Tuesday its net profit for the three months ended December more than doubled to HK$31.6 million ($4.1 million) from HK$13.5 million a year earlier, due to stronger orders from its customers.

Source: Reuters
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Re: Valutronics

Postby winston » Thu May 26, 2011 9:03 am

Not vested

Valuation/Recommendation

Reiterate BUY and target price of S$0.34, representing a 36.0% upside from the current price.

Our valuation is based on 5.5x FY12F PE, which represents a 45.5% discount to peers’ average 1-year forward PE
of 10.1x.


Source: UOBKH
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Re: Valutronics

Postby winston » Tue Jul 01, 2014 9:22 am

not vested

Valuetronics holdings ltd

We initiate coverage on Valuetronics with a high conviction BUY rating with a DCF-based price target of S$0.69 (upside of 73%). Valuetronics is an integrated electronics manufacturing service (EMS) provider based in Hong Kong, with manufacturing facilities in Guangdong, China.

Unloved by the market over the last few years, Valuetronics has demonstrated that it is rising back from the ashes. Right now it is still trading at valuation levels associated with its darkest hours; this should not be the case in our view.

Too cheap to ignore. Trading at around 5.8x FY3/15F PE or 2.2x FY3/15F ex-cash PE, with an expected earnings growth rate of 10% in the coming years, valuations for Valuetronics looks too compelling to ignore.

Historical PE trend for this company does not count for much as its history and its current prospects are currently misaligned. We believe our DCF-based valuation of Valuetronics (with very conservative assumptions and forecasts) properly showcase just how undervalued this stock is.

Bottom line growth with expanding margins. Driven by strong growth from its industrial and commercial electronics (ICE) segment, which commands much higher margins than its consumer electronics (CE) segment, net income is expected to continue to grow at a CAGR of 10% over the next three years.

Strong balance sheet. Valuetronics has been virtually debt-free for almost all the years it was listed on the SGX. Its net cash position has also risen over the years from HKD 182m in FY3/08 to HKD 478m in FY3/14. In addition, net cash is also about half of its current total market capitalisation; a strong indication of value.

Solid cash flows and dividends. Operating cash flows before working capital investments has also been increasing almost every year. Consequently, free-cash-flow-to-firm has always been positive (except for FY3/11).

Since its IPO, Valuetronics has been paying out dividends consistently. DPS announced for FY3/14 was 20 HKcts, compared to 7.8 HKcts back in FY3/08. At the current price, and based on FY3/14’s dividend pay-out of 20 HKcts, dividend yield of 8.1% is very attractive.

Source: AmFraser
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Re: Valutronics

Postby winston » Thu Nov 12, 2015 8:50 am

not vested

Valuetronics is an integrated electronics manufacturing company.

Thanks to its strong cash flow generation, Valuetronics has managed to double its net cash pile from FY12-15 despite consistently paying out dividends over the years.

At a share price of S$0.425, Valuetronics is trading at a compelling ex-cash FY16F PE of 2.6x offering an attractive dividend yield of 8.5%.

Source: UOBKH
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Re: Valutronics

Postby behappyalways » Thu May 25, 2017 6:37 pm

Valuetronics posts 28% rise in FY17 earnings; proposes bonus shares on top of special dividends
http://www.theedgemarkets.com.sg/valuet ... -dividends
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Re: Valutronics

Postby behappyalways » Tue Nov 21, 2017 5:50 pm

valuetronics-announces-record-2q-earnings-89-mil-higher-revenue-declares-7-hk-cents-dividend
https://www.theedgesingapore.com/valuet ... s-dividend
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