My Foolish colleague, Chong Ser Jing, recently ranked all the stocks in the Singapore market according to the Magic Formula, an investing strategy popularised by Joel Greenblatt in his book, The Little Book That Beats The Market. Ser Jing wanted to find the 30 best stocks in Singapore for 2018, based on the Magic Formula, and Valuetronics Holdings Limited (SGX: BN2) happened to be one of them. Valuetronics is an integrated electronics manufacturing services provider with its headquarters in Hong Kong. The firm was founded in 1992 and offers a wide-range of design, engineering, manufacturing, and supply chain support services for electronic and electro-mechanical products. Even though Valuetronics was ranked highly on Greenblatt’s Magic Formula, would one of the greatest investors in

1.  SPH Reit  --  6th Apr 20182.  SPH  --  10th Apr 20183.  M1  --  16th Apr 20184.  Soilbuild REIT  --  16th Apr 20185.  Kep DC Reit  --  16th Apr 20186.  Kep Inf Trust  --  16th Apr 20187.  Kep T&T  --  17th Apr 20188.  Kep-KBS US Reit  --  17th Apr 20189.  First REIT  --  17th Apr 201810.  Kep Reit  --  18th Apr 201811.  Ascott Reit  --  18th Apr 201812.  Kep Corp  --  19th Apr 201813.  FrasersCom Trust  --  20th Apr 201814.  SGX  --  20th Apr 201815.  CapitaMall Trust  --  20th Apr 201816.  MapletreeInd Trust  --  23rd Apr 201817.  Ascendas

Sunningdale has plunged 46% in less than half a year, from an intraday high of $2.40 on 6 Nov 2017 to close $1.30 on 30 Apr 2018. What happened? Is Sunningdale a “goner”?   Some reasons for Sunningdale’s decline Sunningdale’s share price decline may be attributed to some of the reasons below: a) Sentiment on tech sector has soured Sentiment has soured on the tech sector primarily due to downbeat results or / and guidance from tech companies such as Taiwan Semiconductor Manufacturing Co. Ltd, SK Hynix. Secondly, there are rising fears of increasing regulation measures on the tech sector. Both factors have cast a pallor over tech companies. For example, Venture, Hi-P, Valuetronics have also seen selling pressure in their share prices, especially in April. b) Sunningdale’s 1QFY18

Investment Portfolio1. Received Kep Corp dividend of 14 cents/share2. Received First Reit dividend of 2.15 cents/unit3. Received Kep Reit cash dividend of 1.42 cents/unit4. Received FrasersCom Trust cash dividend of 1.60 cents/unit5. Received CapitaMall Trust dividend of 2.78 cents/unit6. Received MapletreeInd Trust dividend of 2.95 cents/unit7. Received MapletreeCom Trust dividend of 2.27 cents/unit8. Received Frasers Cpt Trust dividend of 3.10 cents/unit9. Received Genting SP dividend of 2 cents/shareStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.10+79.49%+79.50%First REIT$0.5973$1.37+128.82%+107.63%Genting SP$0.5314$1.17+119.56%+22.58%KepCorp$7.4156$8.19+10.07%+41.95%SIA$12.0697$10.88-10.26%+32.02%SingPost$1.0093$1.34+32.17%+45.

Over the last few weeks, some technology stocks in Singapore follow the footsteps of US technology stocks, having significant correction in share prices, triggered by various negative news or market fear. Is it the end of technology stocks bubble or just a temporary price correction?   Strong fundamental technology stocks such as Venture Corp (SGX: V03) and Valuetronics (SGX: BN2) have dropped more than 25% in short term stock prices, disappointing many traders who hope to buy high sell higher with support of strong company fundamental. Other popular technology stocks such as AEM (SGX: AWX), Micro-mechanics (SGX: 5DD), Sunningdale Tech (SGX: BHQ), UMS (SGX: 558) also suffer various degrees of share price corrections, worrying the traders.   Here are the general strategies of mo

Stock price of Valuetronics has taken a tumble since 20th April 2018 and fiercely sold down on 26th April 2018 due to reaction of one of its major client, a Dutch MNC reporting sub-par sales performance from its smart home lighting division, mainly in the US. However, it also mentioned the sales should normalize in the second half of the year upon inventory destocking.  Then on 27th April 2018, the sell down continued with the stock hitting an intra-day low of $0.64 before closing at $0.68, back to the price level a year ago.Valuetronics is one of the stock in my Stock Incubator portfolio since June 2017.  I did not pay a single cent to own the stock and just early this month I strategically increased the holding by 20% at $0 cost.  The fierce sold down did not affect me as

MARKET OVERVIEW- The market could creep higher as US stocks after blowout earnings from Facebook lifted the broader technology sector, while bond yields pulled back below the critical 3% level.- Technically, the STI could re-test the last high of 3,610. Downside support is at 3,510. CORPORATE RESULTS*Mapletree Logistics Trust- 4QFY18 DPU rose 4.1% to 1.937¢ despite an enlarged unit base (+22.3%). This brought FY18 payout of 7.618¢ (+2.4%) in line with with estimates.- For the quarter, gross revenue and NPI grew 11.4% and 13.7% to $107.4m and $91.3m from organic growth, newly acquired HK property and completed redevelopment of Mapletree Pioneer Logistics. - Achieved FY18 average rental reversion of 2.6%. - Portfolio occupancy improved to 96.6% (+0.4ppt q/q) on higher occupancies in Singap

Following our initial coverage on “The Risks Of US-China Trade War On SG Stocks”, we continue to examine the impact of a US-China trade war on our local-listed manufacturing stocks. Investors Takeaway: US-China Trade War And Its Impact On 6 SG Manufacturing Stocks AEM Holdings AEM Holdings (AEM) produces test handlers for its major customer who is mainly located in Singapore. While its customers have factories in China and the US, CIMB does not expect any short-term risk for AEM resulting from the trade war. CIMB notes that AEM’s customer is the leading global player and is unlikely to substitute AEM’s product in the short-term given the customer’s market dominance, financial strength and technological lead. AEM faces a low risk as it is the sole supplier to the customer and is

Investment Portfolio1. Received FrasersCom Trust scrip dividend, increasing holding by 5.57%, reducing Strategic Cost from $0.2347/share to $0.2319/share2. Strategically increased Mapletreelog Trust holding by 5%, reducing Strategic Cost from $0.2319/share to $0.2295/share3. Strategically increased MapletreeCom Trust holding by 10.84%, reducing Strategic Cost from $0.2295/share to $0.2249/shareStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.08+77.77%+77.11%First REIT$0.5973$1.38+130.49%+104.03%Genting SP$0.5314$1.08+102.64%+18.82%KepCorp$7.4156$7.77+4.41%+40.06%SIA$12.0697$10.84-10.60%+32.02%SingPost$1.0093$1.37+35.14%+45.30%MapletreeInd Trust$0.8537$2.03+136.41%+65.57%Kep DC Reit$0.9174$1.44+59.86%+18.73%Frasers Cpt Trust$1.6314$2.

Did a super fast scalp earlier in Valuetronics as the stock looked strong and the buy queue looked stacked up. The stock slowly trended down in the morning and all of a sudden at 1.08 the buy queue swell and the sell queue depleted where quickly 100 lots was traded on the long side. The stock then rose fast to 1.12 and that's where locking in profits starts. See the minute chart, see the steep rise and see how the profit taking happened. It's a fast scalping trade so as not to suffer casualties later. The stock is now trading at 1.06 below the entry price. What a close shave..:)Ronald K - Market Psychologist - A Stock Market Opportunist

For the first two months of 2018, the STI generated a 3.6% total return. This outpaced an average 0.8% gain for the benchmarks of Japan, Hong Kong and Australia. The STI also generated three times the gain of the MSCI AC Asia Pacific Index. Information Technology (IT) was Singapore’s strongest sector over the two months, generating an average 26.4% market cap weighted total return. Of the 10 largest capitalised IT stocks, AEM Holdings, Hi-P International and Venture Corporation were the strongest performers These three stocks all reported triple digit YoY growth in their FY17 net profit. Contract manufacturer and Apple supplier, Hi-P International, is now ranked Singapore’s second largest IT stock by market capitalisation. Institutions were net buyers of the three stocks over the two

Investment Portfolio1. Received CapitaR China Trust dividend of 0.83 cents/share (not update)2. Received SingPost dividend of 0.50 cents/share3. Strategically increased holding of MapletreeCom Trust by 12.16% at $0, reducing Strategic Cost from $0.2398/share to $0.2347/share4. Received Kep Reit cash dividend of 1.43 cents/share5. Received First Reit scrip dividend, increasing holding by 1.57%, reducing holding price from $0.6067 to $0.5973StockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.02+72.61%+77.11%First REIT$0.5973$1.36+127.15%+104.03%Genting SP$0.5314$1.16+117.68%+18.82%KepCorp$7.4156$8.02+7.78%+40.06%SIA$12.0697$11.09-8.53%+32.02%SingPost$1.0093$1.39+37.12%+45.30%MapletreeInd Trust$0.8537$1.96+128.22%+65.57%Kep DC Reit$0.9174$

1.  SPH REIT  --  5th Jan 20182.  SPH  --  12th Jan 20183.  First Reit  --  17th Jan 20184.  Soilbuild REIT  --  17th Jan 20185.  Cache  --  18th Jan 20186.  SGX  --  19th Jan 20187.  Kep DC Reit  --  22nd Jan 20188.  Kep Inf Trust  --  22nd Jan 20189.  FrasersCom Trust  --  22nd Jan 201810.  Mapletreelog Trust  --  22nd Jan 201811.  Kep Reit  --  23rd Jan 201812.  MapetreeInd Trust  --  23rd Jan 201813.  M1  --  23rd Jan 201814.  FrasersCT  --  23rd Jan 201815.  CapitaMall Trust  --  24th Jan 201816.  MapletreeCom Trust  --  24th Jan 201817.  Kep T

Valuetronics Holdings Limited (SGX: BN2) was featured as one of the 30 best stocks to own in Singapore for 2018. The 30 best shares were picked using Joel Greenblatt’s Magic Formula, which was made famous in Greenblatt’s book, The Little Book That Beats The Market. To know how exactly the formula works, you can head here. To apply the formula, we should just “close our eyes,” buy the 30 stocks and hold them for a year. However, some investors may not like this hands-off approach. If you belong to the hands-on camp, this new series of articles is for you. Starting from the last company in the list of Magic Formula stocks for 2018, we will take a look at each of the 30 stocks’ business and critical financial figures to help you understand them better. Today, our focus is on Valuetr

Investment Portfolio1. Entitled to First Reit scrip dividend or cash dividend of 2.15 cents/share.2. Strategically increased Kep Reit holding by 5.09% at $0 cost, reducing Strategic cost from $0.2424/share to $0.2398/share3. Strategically increased Kep DC Reit holding by 2.38% at $0 cost, reducing cost from $0.9393/share to $0.9174/share4. Received Kep DC Reit dividend of 3.49 cents/share.5. Received Mapletreelog Trust dividend of 2.088 cents/share6. Entitled to FrasersCom Trust scrip or cash dividend of 2.40 cents/share7. Entitled to Kep Reit scrip dividend or cash dividend of 1.43 cents/share8. Received MapletreeInd Trust dividend of 1.89 cents/share9. Received Frasers Cpt Trust dividend of 3.00 cents/share10. Received FrasersCom Trust advance dividend of 0.8 cents/share due to placement