SGX Listed Stock

VALUETRONICS HOLDINGS LIMITED (SGX:BN2)


VALUETRONICS HOLDINGS LIMITED (SGX:BN2) @ SGinvestors.io
SGD 0.600
+0.005 / +0.84%
Share Price as of: 2021-05-12 16:39
Market / ISIN Code: SGX Mainboard / BMG9316Y1084
Sector / Industry Group / Industry: Information Technology / Technology Hardware & Equipment / Electronic Equipment, Instruments and Components


Valuetronics Blogger ArticlesVALUETRONICS HOLDINGS LIMITED Blogger Articles SGX Listed Valuetronics (SGX:BN2) Blogger Articles BN2.SI Blogger Articles
ccloh Strategic Investor Zone
ccloh
2021-05-12 08:24:08
Corporate Result -- Apr/May 2021
1. SPH Reit  --  29th Mar 2021 2. SPH  --  30th Mar 20213. Kep Infra Trust  --  19th Apr 2021  (Business Update)4. Kep Pac Oak US Reit  --  19th Apr 2021  (Business Update)5. Kep DC Reit  --  20th Apr 2021  (Business Update)6. Kep Reit  --  21st Apr 2021  (Business Update)7. Mapletreelog Trust  --  21st Apr 20218. Kep Corp  --  22nd Apr 2021  (Business Update)9. MNACT  --  22nd Apr 2021  10. Frasers Cpt Trust  --  23rd Apr 202111. Parkway Life  --  23rd Apr 202112. Ascendas Reit  --  23rd Apr 2021  (Business Update)13. CICT  --  26th Apr 2021  (Business Update)14. Starhill Global  --  26th Apr 2021 
ccloh Strategic Investor Zone
ccloh
2021-04-30 17:44:06
Portfolio -- Apr 2021
Investment Portfolio1. Received Genting SP dividend of 1 cents/share2. Received "SIA MCBz300608" dividend of 3.299 cents/share3. Received Frasers Cpt Trust dividend of 5.864 cents/unit4. Received Kep Corp dividend of 7 cents/shareStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.15+83.78%+103.55%Genting SP$0.5314$0.865+62.19%+38.58%KepCorp$7.4156$5.42-27.27%+50.04%SIA-SATS$5.8764$4.4718 #24.21%+27.29%SIA MCBz300608$1.00$1.035 #+3.55%+3.14%SingPost$1.0093$0.77-24.28%+53.92%MapletreeInd Trust$0.8143$2.83+246.09%+98.92%Kep DC Reit$0.9946$2.69+169.80%+37.50%Frasers Cpt Trust$1.6908$2.43+42.77%+24.65%STI ETF$2.3423$3.235+31.20%+3.66%Unrealized+32.79%+43.59%StrategicLendlease Reit--$0.81581.50 cents/share10.448 centsCost$0/shareUnrealized+1
SIAS
sias
2021-04-25 10:03:12
The STI lost its grip on 3,200 but sentiment remained positive
Wall Street’s movements continued to set the direction; US market wobbled on Thursday after news of Biden’s tax plan but recovered on Friday after positive economic news; Bitcoin and other cryptocurrencies collapsed on the tax news; US Treasuries were mainly flat for the week; The STI fell below 3,200, down 7 points or 0.02% at 3,194.04; Countries in Asia like India and Japan continue to struggle to contain the virus Sembcorp Industries, Aztech Global were in play after positive analyst reports were issued; Econ Healthcare relisted after 9 years Biden’s tax plan rocked the US market but it recovered Trading in the local stock market last week followed familiar lines as prices tracked overnight movements on Wall Street at the start of each day’s trading, followed by rises and f
ccloh Strategic Investor Zone
ccloh
2021-03-31 17:36:23
Portfolio -- Mar 2021
Investment Portfolio1. no activityStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.17+85.50%+103.55%Genting SP$0.5314$0.92+72.53%+36.69%KepCorp$7.4156$5.32-28.62%+49.10%SIA-SATS$5.8764$4.8441 #17.87%+27.29%SIA MCBz300608$1.00$1.02 #+2.03%+1.46%SingPost$1.0093$0.70-31.22%+53.92%MapletreeInd Trust$0.8143$2.74+235.04%+98.92%Kep DC Reit$0.9946$2.70+170.80%+37.50%Frasers Cpt Trust$1.6908$2.46+44.54%+21.18%STI ETF$2.3423$3.18+28.89%+3.66%Unrealized+34.21%+42.86%StrategicLendlease Reit--$0.80580.50 cents/share10.448 centsCost$0/shareUnrealized+181%(% of Non-Strategic cost)SummaryTotal Unrealized**+19.34%--Total Realized (Strategic)**+639.12%+27.34% (% Non-Strategic cost)+54.89%85.256 cents/unitTotal Realized (Portfolio)**+22.31%+66.78%Cash-
ccloh Strategic Investor Zone
ccloh
2021-02-26 17:27:49
Portfolio -- Feb 2021
Investment Portfolio1. Recevied Kep DC Reit dividend of 4.795 cents/unit2. Received CapitaR China Trust dividend of 0.58 cents/unit3. Received MapletreeInd Trust dividend of 3.28 cents/unit4. Received STI ETF dividend of 2.8 cents/unit5. Strategically swap CapitaR China Trust to Lendlease Reit, increasing holding by 42.86% at $0.  Dividend for CapitaR China Trust (6.35 cents) accounted into those of Lendlease.6. Received Lendlease Reit dividend of 2.34 cents/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.10+79.48%+103.55%Genting SP$0.5314$0.855+60.31%+36.69%KepCorp$7.4156$5.08-31.86%+49.10%SIA-SATS$5.8764$4.6388 #-21.37%+27.29%SIA MCBz300608$1.00$0.97 #-3.05%+1.46%SingPost$1.0093$0.695-31.71%+53.92%MapletreeInd Trust$0.814
Singapore Stock Analysis | Opening Trading Account | Collin Seow
Jingting
2021-02-01 16:16:36
Valuetronics: Deep Dive into Momentum Stock
This deep-dive article on Valuetronics is an excerpt from “5 rising momentum stocks identified using TradersGPS”. It is for education purposes only, and not to be taken as advice to buy/sell. Please do your own due diligence before committing to any trade/investment. Valuetronics is considered a small-cap counter that I have written about previously in this article: 5 Singapore Small Cap Companies worth considering with net cash > 50% of market cap. At that point of writing, the company has a market cap of around $242m. On the other hand, the company boasts a net cash balance of S$186m. This puts its net cash at 77% of its market cap. The company also paid an FY20 DPS of HK$0.20 which translates to an attractive yield of 6.2% based on the current price. The company is still very
ccloh Strategic Investor Zone
ccloh
2021-01-30 20:17:31
Portfolio -- Jan 2021
Investment Portfolio1. Received CapitaMall Trust dividend of 1.74 cents/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.14+82.92%+103.55%Genting SP$0.5314$0.855+60.31%+36.69%KepCorp$7.4156$5.01-32.80%+49.10%SIA-SATS$5.8764$3.9571 #-32.96%+27.29%SIA MCBz300608$1.00$0.98 #-2.04%+1.46%SingPost$1.0093$0.69-32.21%+53.92%MapletreeInd Trust$0.8143$2.87+251.00%+94.90%Kep DC Reit$0.9946$2.98+198.91%+32.68%Frasers Cpt Trust$1.6908$2.59+52.23%+21.18%STI ETF$2.3423$2.94+18.81%+2.48%Unrealized+32.54%+42.11%StrategicCapitaR China Trust--$1.38138.0 cents/share5.77  centsLendlease Reit--$0.7777.00 cents/share1.758 centsCost$0/shareUnrealized+1.77%(% of Non-Strategic cost)SummaryTotal Unrealized**+18.42%--Total Realized (Strategic)**+639.12
Dr Tee (Ein55)
Dr Tee (Ein55)
2021-01-17 23:22:46
Ein55 Charity Course on Global Growth Stocks (为善最乐)
In recent Ein55 Charity Course on Global Growth Stocks, we have raised fund of $21,000 to help needy families in Singapore. Under the spirit of charity, Dr Tee decides to share 4 global growth giant stocks in 4 countries with readers (read each details in this article to fully understand on how to position in these giant stocks):1) Singapore Growth Stock – Valuetronics Holdings (SGX: BN2)2) Malaysia Growth Stock – Allianz Malaysia (Bursa: 1163)3) US Growth Stock – Amazon (NASDAQ: AMZN)4) Hong Kong / China Growth Stock – Tencent (HKEx: 0700)Dr Tee, Ein55 Mentors & Graduates have together organized 10 charity investment courses (REITs in Nov 2015, May 2017 and May 2019, High Dividend Stocks in Mar 2016, Oct 2017 and Nov 2019, Global Growth Stocks in Apr 2018
AlpacaInvestments
AlpacaInvestments
2021-01-16 19:40:37
Recent Transactions
Portfolio as of 15 Jan 2021.Bought Valuetronics at $0.595 in late December. There has recent trend of privatisations of contract manufacturers, including Sunningdale, Hi-P and CEI Ltd, and I think that the sector deserves more attention. At the moment, I do not think Valuetronics represents an immediate takeover target, as insiders only own c.25% of the outstanding shares, as compared to Hi-P, where the insiders owned 83.% of the company when they made the privatisation offer. However, with a high net cash balance, strong track record of profitability, expansion plans in Vietnam and an improving macro situation with Biden expected to de-escalate US-China trade tensions, I believe that it may still represent an attractive company which may draw the interest of private equity firms, as the c
ccloh Strategic Investor Zone
ccloh
2021-01-04 09:35:13
Strategic Investor 2020 Review
FTSE STI ended 2020 at 2,843.81 compared with 3,222.83 a year ago, representing a drop of 379.02 points or 11.76%.  This is the year known as Covid-19 which even worse than 2003 SARS despite the fatality rate being lower.  Covid-19 first struck the world in January but technically should be December 2019 when it was first reported in China.  However, then not much people took it seriously.  That is why the coronavirus is officially named as Covid-19.  For the whole of 2020, the world is "conquered" by Covid-19.  After battling for almost half the year, it looked like stabilized and under-control but it came back "strongly" with mutation in December 2020.  While vaccination finally available but can these vaccinations be the answered to the mutated strain
ccloh Strategic Investor Zone
ccloh
2020-12-31 14:20:42
Portfolio -- Dec 2020
Investment Portfolio1. Divested First Reit at $0.39, capital loss -34.91%, dividend return +138.36%, net return +103.45%2. Realized profit increased to +22.31% from +11.76% due to divestment of First Reit3. Cash holding increased +26.91% to +46.32% due to divestment of First Reit4. Adjustment of Dividend Return for Non-Strategic and Overall due to First Reit divestmentStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.16+84.64%+102.05%First REIT$0.5973$0.39-34.91%+138.36%Genting SP$0.5314$0.85+59.37%+36.69%KepCorp$7.4156$5.38-30.72%+49.10%SIA-SATS$5.8764$4.1035 #-30.47%+27.29%SIA MCBz300608$1.00$0.975 #-2.54%+1.46%SingPost$1.0093$0.705-30.72%+53.92%MapletreeInd Trust$0.8143$2.89+253.45%+94.90%Kep DC Reit$0.9946$2.81+181.85%+32.68%Frase
Just my thoughts on investing
Oldman
2020-12-27 10:56:20
2020 Look Back
In a few days time, we will welcome 2021. 2020 has been a strange year. For many of us, some of the norm and stuff that we are so used to do has changed. I am sure many hope that this pandemic will be over soon. It is also a strange year for investors, fist witnessing market crashing almost everyday and followed by fierce FOMO re-bounced. For the braved ones, it has been rewarding but like most investors, my portfolio was ugly red during the March crashed.Here is a summary of how I have done. My overall portfolio performance as follow:Dividend received = $18,917Profit from sale of stocks = $19,804Trading = $1593 (45%)  (started in Oct. as experimental)Total profit 2020 = $40,314Below are my worst performing counter:Sing O&G (-25%)Halycon agri (-16%) - TradingSilverlakes
ccloh Strategic Investor Zone
ccloh
2020-12-01 08:11:53
Portfolio -- Nov 2020
Investment Portfolio1. Received MapletreeInd Trust dividend of 3.07 cents/unit2. Received "SIA MCBz300608" dividend of 2.876 cents/unit  3. Received SingPost dividend of 0.5 cents/share 4. Received First REIT dividend of 1.01 cents/unit  5. Received Frasers Cpt Trust dividend of 0.132 cents/unit6. Received CapitaR China Trust advanced distribution of 2.75 cents/unit 7. Locked First Reit at $0.445StockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$1.94+65.71%+102.05%First REIT$0.5973$0.445-25.71%+138.36%Genting SP$0.5314$0.83+55.61%+36.69%KepCorp$7.4156$5.07-31.99%+49.10%SIA-SATS$5.8764$4.2224 #-28.45%+27.29%SIA MCBz300608$1.00$0.94 #-6.10%+1.46%SingPost$1.0093$0.715-29.73%+53.92%MapletreeInd Trust$0.8143$2.94
ccloh Strategic Investor Zone
ccloh
2020-11-18 08:10:33
Corporate Result -- Oct/Nov 2020
1.  SPH REIT  --  6th Oct 20202. SPH  --  13th Oct 20203. Keppel REIT  --  19th Oct 2020  (Business Update)4. Mapletreelog Trust  --  19th Oct 20205. Keppel DC Reit  --  20th Oct 2020  (Business Update)6. Keppel Pac Oak US REIT  --  21st Oct 2020  (Business Update)7. Keppel Infra Trust  --  21st Oct 2020  (Business Update)8. CapitaCom Trust  --  21st Oct 20209. MapletreeCom Trust  --  22nd Oct 2020 10. CapitaMall Trust  --  22nd Oct 202011. Ascendas Reit  --  26th Oct 2020  (Business Update)12. MapletreeInd Trust  --  27th Oct 202013. Starhill Global REIT  --  28th Oct 2020  (Business Update)14. Kep Corp  --  29t
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-11-16 01:28:18
60 Singapore Electronics Technology Stocks (雷电交加)
Electronics industry has been backbone of Singapore economy for decades since independence. In the current internet era, demand for electronics related products has been increasing, supporting the share prices.  Therefore, an investor may consider 60 electronics technology stocks in Singapore, especially those with growing businesses. In this article, you will learn from Dr Tee on 9 Singapore Electronics Giant Stocks for longer term investing and / or short term trading with impact of COVID-19 crisis. Bonus for readers who could read every words of the entire article, additional references on 5G related stocks. 1) Electronics Giant Stocks – Venture Corporation (SGX: V03) – Valuetronics Holdings (SGX: BN2) 2) Computer / IT Giant Stocks – Powerma
ccloh Strategic Investor Zone
ccloh
2020-10-30 17:32:27
Portfolio -- Oct 2020
Investment Portfolio1. Received Frasers Cpt Trust advanced distribution of 4.485 cents/unit2. Strategically increased Frasers Cpt Trust holding by 5.88% at $0 cost, reducing holding price from $1.7902/share to $1.6908/share.3. Received CapitaMall Trust dividend of 3.99 cents/unit4. Lock First REIT at $0.4019StockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$1.73+47.65%+102.05%First REIT$0.5973$0.4019-32.91%+136.67%Genting SP$0.5314$0.645+20.81%+36.69%KepCorp$7.4156$4.395-41.16%+49.10%SIA-SATS$5.8764$3.1488 #-46.71%+27.29%SIA MCBz300608$1.00$0.925 #-7.62%SingPost$1.0093$0.645-34.68%+53.42%MapletreeInd Trust$0.8143$3.04+271.87%+91.13%Kep DC Reit$0.9946$2.90+190.88%+32.68%Frasers Cpt Trust$1.6908$2.11+23.85%+21.10%STI ETF$2.3423$2.456-1.52%
Sillyinvestor
Unknown
2020-07-23 21:12:13
EMS business - Valuetronics and Frencken (Short post)
A short consolidation of my thoughts.One of the Post Covid-19 theme that I had in my mind is China-Plus. The redirecting of supply chains to diversify away from China. Valuetronics come to mind, after Rolf mentioned it in his blog. I decided to look deeper and these are more thoughts. (I no longer do excel or charts, you can read those by downloading the AR)1) Impressive balance sheet and is in net cash position2) Vietnam diversification is progressing fine, if you read their reports, it went from one customer request, to expansion by leasing a nearby site to meet demands, to having mutiple customers transferring their operations from China to Vietnam. However, when I compared this with Frencken, which has more "global" supply chains, it is obvious that Frencken has more "foresight" o
AlpacaInvestments
AlpacaInvestments
2020-06-08 08:46:19
Is There Value in Valuetronics? (SGX: BN2)
The last time I wrote about Valuetronics was in late 2019, when I published this article (Valuetronics Research). I had done some research on the company as part of my internship application to an asset management firm. Subsequently, Valuetronics’ share price climbed to a high of $0.86, before falling to a low of $0.435 during the selloff in March. After a strong recovery, Valuetronics’ share price tumbled again this week, as the management guided for a poor outlook in the near future, due to the renewed US-China trade tensions, which causes Valuetronics’ exports to the US to be subjected to tariffs ranging from 7.5% to 25%. Consequently, management indicated that some customers in the auto and consumer electronics segment were considering a switch of suppliers, and warned of “sign
AlpacaInvestments
AlpacaInvestments
2020-03-07 16:32:29
MY PORTFOLIO
WatchlistSATSValuetronics: Valuetronics ResearchAscendas REITRaffles MedicalFrasers Property: A look at FPLUpdated as at 14/12/19I started investing in mid-2015, while I was in National Service. Looking back, mid-2015 was probably the worst time to start, as the markets began to decline due to the sharp fall in oil prices and fears of a hard landing for the Chinese economy. I'd concede that when I first started buying shares, I had close to zero knowledge about doing due diligence. All I did was to base my analysis on P/E or P/B ratios. I definitely wasn't ready, and consequently got badly burnt by the downturn in oil and gas sector. It was a humbling experience to be taught a lesson by Mr Market, and one thing I learnt was that we should never underestimate the power of the mark





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