SGX Listed Stock

VALUETRONICS HOLDINGS LIMITED (SGX:BN2)


VALUETRONICS HOLDINGS LIMITED (SGX:BN2) @ SGinvestors.io
SGD 0.525
+0.005 / +0.96%
Share Price as of: 2022-05-27 17:16
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
2022-05-20 11:05:55
Corporate Result -- Apr/May 2022
1.  SPH Reit  --  1st Apr 20222.  Kep Infra Trust  --  18th Apr 2022  (Business Update)3.  Kep DC Reit  --  19th Apr 2022  (Business Update)4.  Kep Pac Oak US Reit  --  19th Apr 2022  (Business Update)5.  MNACT  --  19th Apr 20226.  Kep Reit  --  20th Apr 2022  (Business Update)7.  MapletreeCom Trust  --  20th Apr 20228.  Kep Corp  --  21st Apr 2022  (Business Update)9.  ParkwayLife REIT  --  22nd Apr 2022  (Business Update) 10.  MapletreeInd Trust  --  26th Apr 202211.  CapitaLand China Trust  --  26th Apr 2022  (Business Update)12.  Sheng Siong  --  26th Apr 2022  (B
ccloh Strategic Investor Zone
ccloh
2022-04-30 20:35:36
Portfolio -- Apr 2022
Investment Portfolio1. Received Lendlease Reit advanced distribution of 1.1371 cents/unit2. Increased Fu Yu holding by 25% at $0 cost3. Received Kep Corp dividend of 12 cents/shareStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnIncomeCapitaMall Trust$1.155$2.33+99.26%+112.50%MapletreeInd Trust$0.9588$2.61+171.11%+85.65%Kep DC Reit$0.9946$2.07+107.49%+47.41%Frasers Cpt Trust$1.6908$2.45+43.95%+28.25%Lendlease Reit--$0.79579.50 cents/share16.3201 centsUnrealized+110.35%+63.26%StrategicGenting SP$0.5314$0.81+51.84%+38.58%KepCorp$7.4156$6.1564-17.35%+52.54%InnoTek--$0.58558.50 cents/shareFu Yu--$0.27527.50 cents/share3.7 centsSTI ETF$2.3423$3.39+37.71%+7.31%Unrealized+13.47%+46.45%BlockchainCrypto    +5.14%Variant (Value, Quantity)-26.89%, +0.02% Unreali
AlpacaInvestments
Alpacainvestments
2022-04-02 23:16:13
March 2022 Portfolio Update
Portfolio allocation as of Mar '21.SG Shares: DBS, SGX, ValuetronicsSG Reits: MCT, Lion-Phillip S-Reit ETFUS Growth: BABA, INMD, PINS, PYPL, SHOP, TDOC, TTD, UPSTCrypto: BTC, ETH, FTM, LINK, SOLNew positions were initiated through February and March. Most of the new US Growth positions were purchased in February. In March, mainly added to HSI and HST ETF positions and a bit of IQLT (2.4% of portfolio, not labelled in chart). There's considerable fear among market participants when it comes China exposure, as evident from Stashaway's reduction in KWEB holdings right before the rebound in Chinses Tech. Personally, I am still comfortable with keeping my exposure to about 20% of portfolio, and have continued to DCA into HSI/HST. There's a quote from Ben Graham, that "An Intelligent Invest
ccloh Strategic Investor Zone
ccloh
2022-03-31 18:04:07
Portfolio -- Mar 2022
Investment Portfolio1. Received MapletreeInd  Trust scrip dividend, increasing holding by 1.39%, reducing cost from $0.9721/unit to $0.9588/unit2.  Entitled to Lendlease Reit advanced distribution of between 1.00 to 1.20 cents/unit3.  Entitled to Lendlease Reit preferential offering of 29 for 100 at $0.72/unit4.  Increased Fu Yu holding by 33.33% at $0 costStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnIncomeCapitaMall Trust$1.155$2.25+92.38%+112.50%MapletreeInd Trust$0.9588$2.69+179.45%+85.65%Kep DC Reit$0.9946$2.28+128.59%+47.41%Frasers Cpt Trust$1.6908$2.44+43.36%+28.25%Lendlease Reit--$0.77577.50 cents/share15.183 centsUnrealized+118.61%+63.17%StrategicGenting SP$0.5314$0.815+52.78%+38.58%KepCorp$7.4156$5.9109-20.66%+51.66%InnoTek--$0.63563.50 c
ccloh Strategic Investor Zone
ccloh
2022-02-28 17:32:07
Portfolio -- Feb 2022
 Investment Portfolio1. Entitled to MapletreeInd Trust cash dividend of 3.49 cents/unit or scrip2. Received CapitaMall Trust dividend of 0.37 cents/unit3. Received STI ETF dividend of 5.1 cents/share4. Received Lendlease Reit dividend of 2.40 cents/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnIncomeCapitaMall Trust$1.155$2.11+80.34%+112.50%MapletreeInd Trust$0.9721$2.56+162.23%+85.65%Kep DC Reit$0.9946$2.19+119.55%+47.41%Frasers Cpt Trust$1.6908$2.26+32.72%+28.25%Lendlease Reit--$0.82582.5 cents/share15.183 centsUnrealized+107.34%+63.17%StrategicGenting SP$0.5314$0.77+44.32%+38.58%KepCorp$7.4156$5.6764-23.82%+51.66%InnoTek--$0.6868.0 cents/shareFu Yu--$0.26526.50 cents/share3.7 centsSTI ETF$2.3423$3.252+31.91%+7.31%Unrealized+5.40%+45.93%BlockchainCrypto&nbs
AlpacaInvestments
AlpacaInvestments
2022-02-01 11:08:15
Jan 2022 Portfolio Update
First off, wishing everyone a Happy Chinese New Year and a year of good health and wealth ahead.“Hubris” (a word I learnt watching “War Machine” on Netflix – a great movie by the way) is probably the appropriate word to describe investors’ behavior leading up to this months’ correction. Many were simply overconfident, and it wasn’t uncommon to see people with 90%, 100% of their portfolios in crypto or hypergrowth stocks. Some even claimed that annual returns of 50% or 100% should be the “new normal”, and not the 7% to 10% historically. It all unraveled over the course of the month, inflicting heavy damage on the very people who felt invincible in the recent past. Evidently, everyone appears to be a genius during a bull market, and it takes a sharp correction to differen
ccloh Strategic Investor Zone
ccloh
2022-01-31 20:31:18
Portfolio -- Jan 2022
Investment Portfolio1. Reorganized portfolio according to the restructuring and rebuilding2. Added Crypto section to the Investment Portfolio3. Received CapitaMall Trust advanced distribution of 4.85 cents/unit4. Divested SIA-SATS at $4.4059/share, registered capital loss -25.50%, dividend return +27.29%, net profit 1.80%5. Total realized gain decreased from +20.05% to +16.87% due to SIA-SATS divestment6. Cash holding increased from +54.05% to +66.54% due to SIA-SATS divestment7. Received Kep DC Reit dividend of 3.506cents/unit8. Strategically increased Fu Yu holding by 50% at $0 cost9. Semi locked Kep Corp at $5.4909/share10. Locked InnoTek at $0.6784/shareStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnIncomeCapitaMall Trust$1.155$1.94+65.71%+112.18%MapletreeInd Trust
ccloh Strategic Investor Zone
ccloh
2022-01-01 16:23:19
Strategic Investor 2021 Review
FTSE STI ended the year 2021 at 3,123.68 compared with 2,843.81 a year ago, representing a gain of 279.87 points or +9.84%.  Most would like the performance was due to the recovery from the Covid-19 pandemic which started in January 2020.  While the pandemic is still ongoing with the latest being the mutated Omicron variant, it is still too early to conclude the pandemic is over or stock market correction is over.  Just a food of thought, if vaccine is able to get the world out of pandemic, those nations who have been mass vaccinating the population out of the pandemic are still requiring further booster shot against newly mutated variant why ?The following summarized the Investment Portfolio performance for 2021 vs 202020212020Variant Non-Strategic Unrealized Gain/Loss &nbs
ccloh Strategic Investor Zone
ccloh
2021-12-31 12:48:05
Portfolio -- Dec 2021
Investment Portfolio1. Increased Fu Yu holding by 50% at $0 cost2. Entitled to CapitaMall Trust (CICT) advanced distribution of 4.80 to 4.90 cents/unit due to private placement3. Divested SingPost @ $0.65, realized capital loss of -35.18%, dividend return of +55.01%, nett gain of +18.84%4. Due to SingPost divestment, Portfolio Total Realized reduced from +22.33% to +20.05%, Cash increased from +47.74% to +54.05%StockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.04+74.32%+108.00%Genting SP$0.5314$0.775+45.26%+38.58%KepCorp$7.4156$5.12-31.32%+51.66%SIA-SATS$5.8764$4.3447 #-26.37%+27.29%SingPost$1.0093$0.65-35.18%+55.01%MapletreeInd Trust$0.9721$2.71+177.65%+85.65%Kep DC Reit$0.9946$2.47+147.69%+43.88%Frasers Cpt Trust$1.6908$2.31+35.67%+
ccloh Strategic Investor Zone
ccloh
2021-12-01 09:04:07
Portfolio -- Nov 2021
Investment Portfolio1. Received MapletreeInd Trust dividend of 3.47 cents/unit2. Received Frasers Cpt Trust dividend of 6.089 cents/unit3. Received "SIA MCBz300608" dividend of 3.426 cents/unit4. Received SingPost dividend of 0.50 cents/share5. Sold "SIA MCBz300608" at $1.04, net divest price $1.016. Divestment of "SIA MCBz300608" resulted in capital gain of +1.27% and dividend return of +4.80%7. Total Realized increased from +22.31% to +22.33%, Cash holding increased from +45.52% to +47.74%StockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.11+80.34%+108.00%Genting SP$0.5314$0.77+44.32%+38.58%KepCorp$7.4156$5.10-31.59%+51.66%SIA-SATS$5.8764$4.2406 #-28.14%+27.29%SIA MCBz300608$1.00$1.01 #+1.27%+4.80%SingPost$1.0093$0.66-35.18%+55.01%Ma
Dr Tee (Ein55)
Dr Tee (Ein55)
2021-11-28 00:08:10
5 Singapore Semiconductor and 5G Giant Stocks
In this Dr Tee 1hr video education (5 Singapore Semiconductor and 5G Giant Stocks), you will learn:1) Singapore Stock Market Outlook2) Long Term Investing / Short Term Trading on 5 Singapore Semiconductor and 5G Giant Stocks: – Valuetronics Holdings (SGX: BN2) – AEM Holdings (SGX: AWX) – Frencken Group (SGX: E28) – UMS Holdings (SGX: 558) – Micro-Mechanics Holdings (SGX: 5DD) 3) Bonus Stock Diagnosis and Audience Q&A – Thai Beverage (SGX: Y92) With super rally of 5G and semiconductor sector cycle, strong business earnings would help to support stock prices until the arrival of Dotcom or Technology Bubble Version 2.0. Investors need to learn to position in these giant stocks with investing or trading strategies, a
ccloh Strategic Investor Zone
ccloh
2021-11-11 20:26:47
Corporate Result -- Oct/Nov 2021
1.  SPH Reit  --  4th Oct 20212.  SPH  --  5th Oct 2021 3.  Ascendas Reit  --  19th Oct 2021  (Business Update)4.  CICT  --  22nd Oct 2021  (Business Update)5.  Kep DC Reit  --  25th Oct 2021  (Business Update)6.  Mapletreelog Trust  --  25th Oct 20217.  Kep Reit  --  26th Oct 2021  (Business Update)8.  MapletreeInd Trust  --  26th Oct 20219.  First REIT  --  26th Oct 2021  (Business Update)10.  CapitaR China Trust  --  26th Oct 2021  (Business Update)11.  Kep Oac Oak US Reit  --  27th Oct 2021  (Business Update)12.  Frasers Cpt Trust  --  27th Oct 202113.  MapletreeCo
ccloh Strategic Investor Zone
ccloh
2021-10-29 17:35:01
Portfolio -- Oct 2021
Investment Portfolio1. No activityStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.15+83.78%+108.00%Genting SP$0.5314$0.78+46.20%+38.58%KepCorp$7.4156$5.38-27.81%+51.66%SIA-SATS$5.8764$4.6059 #-21.93%+27.29%SIA MCBz300608$1.00$1.00 #-0.01%+3.14%SingPost$1.0093$0.655-35.67%+54.51%MapletreeInd Trust$0.9721$2.75+181.76%+82.08%Kep DC Reit$0.9946$2.39+139.65%+43.88%Frasers Cpt Trust$1.6908$2.41+41.59%+24.65%STI ETF$2.3423$3.238+31.32%+5.40%Unrealized+25.38%+44.68%StrategicLendlease Reit--$0.87587.50 cents/share12.783 centsInnoTek--$0.7777.00 cents/shareFu Yu--$0.28528.50 cents/share3.7 centsCost$0/shareUnrealized+2.26%(% of Non-Strategic cost)SummaryTotal Unrealized**+15.06%--Total Realized (Strategic)**+639.12%+27.34% (% Non-Strategic co
Gem-Comm
gemcomm
2021-10-20 16:09:30
What to look out for in dividend investing?
Income Investing- Introduction Income investing is one of the most common goals sought after by investors as it gives regular cash flow and higher returns than the normal fixed deposits one can get in banks. In general, we typically recommend those with an investment horizon of more than 20 years (esp those who are in their 20s to 30s) to focus on capital appreciation instead of income investing, as given your strong earnings power and cash flow (from your job), you should let your money compound and work for you! Nonetheless, for those interested in income investing, do look for stocks that have a track record of paying out dividends or have a dividend policy.  Some sectors to look at In Singapore, Real Estate Investment Trusts (REITS) is a highly popular option due to
ccloh Strategic Investor Zone
ccloh
2021-09-30 17:24:16
Portfolio -- Sep 2021
 Investment Portfolio1. No activityStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.03+73/46%+108.00%Genting SP$0.5314$0.72+34.92%+38.58%KepCorp$7.4156$5.22-29.97%+51.66%SIA-SATS$5.8764$4.5182 #-23.42%+27.29%SIA MCBz300608$1.00$0.9725 #-2.80%+3.14%SingPost$1.0093$0.635-37.65%+54.51%MapletreeInd Trust$0.9721$2.78+184.85%+82.08%Kep DC Reit$0.9946$2.48+148.69%+43.88%Frasers Cpt Trust$1.6908$2.27+33.31%+24.65%STI ETF$2.3423$3.119+26.33%+5.40%Unrealized+23.02%+44.68%StrategicLendlease Reit--$0.8787.00 cents/share12.783 centsInnoTek--$0.8080.00 cents/shareFu Yu--$0.2929.00 cents/share3.7 centsCost$0/shareUnrealized+2.26%(% of Non-Strategic cost)SummaryTotal Unrealized**+13.77%--Total Realized (Strategic)**+639.12%+27.34% (% Non-Strate
ccloh Strategic Investor Zone
ccloh
2021-08-31 17:26:45
Portfolio -- Aug 2021
Investment Portfolio1. Received MapletreeInd Trust dividend of 1.14 cents/unit2. Received CapitaMall Trust dividend of 5.18 cents/unit3. Received KepCorp dividend of 12 cents/share4. Received STI ETF dividend of 3.3 cents/share5. Received Lendlease Reit dividend of 2.335 cents/unit6. Received Kep DC Reit advance distribution of 1.421 cents/unit (estimate)7. Increased Fu Yu holding by 100% at $0 cost8. Received Fu Yu dividend of 3.7 cents/shareStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.06+76.04%+108.00%Genting SP$0.5314$0.765+43.38%+38.58%KepCorp$7.4156$5.20-30.24%+51.66%SIA-SATS$5.8764$4.4776 #-24.11%+27.29%SIA MCBz300608$1.00$0.985 #-1.53%+3.14%SingPost$1.0093$0.655-35.67%+54.51%MapletreeInd Trust$0.9721$2.92+199.24%+82.08%Kep
ccloh Strategic Investor Zone
ccloh
2021-07-30 17:26:35
Portfolio -- Jul 2021
 Investment Portfolio1. Received SingPost dividend of 0.6 cents/share 2. Received Kep DC Reit dividend of 4.924 cents/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.15+83.78%+103.55%Genting SP$0.5314$0.81+51.84%+38.58%KepCorp$7.4156$5.49-26.33%+50.04%SIA-SATS$5.8764$4.4588 #-24.43%+27.29%SIA MCBz300608$1.00$0.995 #-0.51%+3.14%SingPost$1.0093$0.64-37.16%+54.51%MapletreeInd Trust$0.9721$3.00+207.47%+80.91%Kep DC Reit$0.9946$2.64+164.77%+42.45%Frasers Cpt Trust$1.6908$2.42+42.18%+24.65%STI ETF$2.3423$3.223+30.69%+3.66%Unrealized+30.10%+43.91%StrategicLendlease Reit--$0.87587.50 cents/share10.448 centsInnoTek--$0.9090.00 cents/shareFu Yu--$0.29529.50 cents/shareCost$0/shareUnrealized+2.16%(% of Non-Strategic cost)SummaryT
ccloh Strategic Investor Zone
ccloh
2021-06-30 17:24:06
Portfolio -- Jun 2021
Investment Portfolio1. Received MapletreeInd Trust advanced dividend of 2.21 cents/unit2. Increased MapletreeInd Trust holding by 9.42% due to Preferential Offering at $2.64/unit.  Increasing holding price from $0.8143/unit to $0.9721/unit.  Dividend return reduced from +102.98% to +80.91%3. Cash holding reduced from +46.32% to +45.52%StockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$2.09+78.62%+103.55%Genting SP$0.5314$0.835+56.55%+38.58%KepCorp$7.4156$5.47-26.60%+50.04%SIA-SATS$5.8764$4.3088 #-26.98%+27.29%SIA MCBz300608$1.00$1.01 #+1.01%+3.14%SingPost$1.0093$0.715-29.73%+53.92%MapletreeInd Trust$0.9721$2.83+189.99%+80.91%Kep DC Reit$0.9946$2.49+149.70%+37.50%Frasers Cpt Trust$1.6908$2.43+42.77%+24.65%STI ETF$2.3423$3.175+28
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
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





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