Valuetronics - Phillip Securities 2024-07-01: Trying A CoreWeave Mini-Me

• Valuetronics (SGX:BN2) entered into a joint venture called Trio AI with Beijing Sinnet Technology, 55% and 45% stake respectively, to provide GPU (graphic processing unit) and AI (artificial intelligence)-related value-added cloud services in Hong Kong.
• - Read this at SGinvestors.io -
• We do not expect any material impact on Valuetronics' earnings from this investment. We believe the near-term returns on a GPU as a service will be attractive due to the high demand and constrained supply of GPUs.

Key highlights

Revenue model:

• - Read this at SGinvestors.io -
• Valuetronics will acquire the GPUs (and related equipment) and lease them to the joint venture for 60 months. Revenue from this investment is unlikely to be significant.

Joint Venture:

• Read more at SGinvestors.io.

Above is an excerpt from a report by Phillip Securities Research.
Clients of Phillip Capital may be the first to access the full PDF report @ https://www.stocksbnb.com/.

Read also Phillip's most recent report:
2025-11-17 Valuetronics - Operating Earnings Growing Stronger.

Previous report by Phillip:
2025-06-09 Valuetronics - Back To Growth After 6 Years.

Price targets by other brokers at Valuetronics Target Prices.

Listing of research reports at Valuetronics Analyst Reports.

Relevant links:
Valuetronics Share Price History,
Valuetronics Announcements,
Valuetronics Dividend Payout Dates & Corporate Actions,
Valuetronics News