SGX Listed Stock

VALUETRONICS HOLDINGS LIMITED (SGX:BN2)


SGD 0.615
-0.005 / -0.81%
Share Price as of: 2021-03-02 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
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%
ccloh Strategic Investor Zone
ccloh
2020-09-30 17:24:40
Portfolio -- Sep 2020
Investment Portfolio1. Strategically increased Lendlease Reit holding by 40% at $0 cost2. Strategically diversify SIA to SIA + SATS, increased overall holding by 6.25%, reduced overall holding price from $6.3745/share to $5.8764/share, market price tracked both SIA and SATS3. Strategically increased Frasers Cpt Trust holding by 6.25%, reduced holding price from $1.9021/share to $1.7902/share -- a key strategy for the ongoing preferential rights offeringStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$1.93+64.85%+98.61%First REIT$0.5973$0.435-27.38%+136.67%Genting SP$0.5314$0.67+25.51%+36.69%KepCorp$7.4156$4.45-40.35%+49.10%SIA-SATS$5.8764$3.0935 #-47.65%+27.29%SIA MCBz300608$1.00$0.9575 #-4.32%SingPost$1.0093$0.645-36.66%+53.42%Mapletr
ccloh Strategic Investor Zone
ccloh
2020-08-31 17:26:04
Portfolio -- Aug 2020
Investment Portfolio1. Received First RREIT dividend of 0.44 cents/unit2. Received Kep Corp dividend of 3 cents/share3. Received STI ETF dividend of 5.90 cents/share4. Received Lendlease dividend of 1.758 cents/unit5. Updated CapitaR China Trust dividend of 3.02 cents/unit6. Strategically increased Lendlease Reit holding by 66.67% at $0 cost7. Locked First Reit in floating priceStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$1.96+67.43%+98.61%First REIT$0.5973$0.5141 #-14.14%+136.67%Genting SP$0.5314$0.700+31.15%+36.69%KepCorp$7.4156$4.58-38.60%+49.10%SIA$6.3745$3.65-43.03%+37.78%SIA MCBz300608$1.00$0.96 #-4.07%SingPost$1.0093$0.70-31.22%+53.42%MapletreeInd Trust$0.8143$3.05+273.09%+91.13%Kep DC Reit$0.9946$2.91+191.88%+32.68%Frasers
ccloh Strategic Investor Zone
ccloh
2020-07-30 17:31:40
Portfolio -- Jul 2020
Investment Portfolio1. Received MapletreeInd Trust advanced distribution of 2.90 cents/unit2. Added LendLease Reit to Strategic section at $0 cost3. Received SingPost dividend of 1.2 cents/share4. Received Kep DC Reit dividend of 4.375 cents/unit5. Received CapitaMall Trust dividend of 2.11 cents/unitStockHolding Price*Market PriceUnrealized Profit/LossDividend ReturnNon-StrategicCapitaMall Trust$1.155$1.89+61.41%+98.61%First REIT$0.5973$0.555-7.30%+135.94%Genting SP$0.5314$0.735+37.74%+36.69%KepCorp$7.4156$5.40-27.54%+48.69%SIA$6.3745$3.42-46.64%+37.78%SIA MCBz300608$1.00$0.9175 #-8.38%SingPost$1.0093$0.71-30.22%+53.42%MapletreeInd Trust$0.8143$3.26+298.87%+91.13%Kep DC Reit$0.9946$2.98+198.91%+32.68%Frasers Cpt Trust$1.9021$2.38+24.18%+18.74%STI ETF$2.3423$2.59+4.11%Unrealized+17.45%+66.
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
AlpacaInvestments
Unknown
2019-12-10 11:34:07
Valuetronics Research
Haven't been writing much this year due to school and internship commitments, and I'm back! Recently did some research on Valuetronics, which at this current price I feel has some value...Valuetronics’ current price of $0.62 represents a potential 26.6% upside, based on a 12-month target price of $0.785. The target price was derived based on a blended discounted cash flow (DCF) and relative valuation approach. Company OverviewValuetronics is an electronics manufacturer headquartered in Hong Kong. It operates in two segments, the Consumer Electronics segment and the Industrial & Commercial Electronics segment. The CE segment accounts for c.37% of revenue, and c.63% of revenue is derived from the ICE segment. The company’s products include smart lighting, printers, automotive product
Singapore Stock Trading Insights | Joey Choy
Trading Impossible | Joey Choy
2019-11-25 15:16:03
Valuetronics: Quite a good run over the past 2 weeks! Uptrend still good? Price 0.77
Just about 2 weeks back, we spotted Valuetronics approaching the 0.70 resistance level…It has been trading below this level since March this year so any bullish move above can be something interesting..All this while, it has been consolidating from 0.60 to 0.70 and not much of a direction but 2 weeks back,We started seeing something interesting…Buyers seems to be willing to break the key resistance and short term moving averages also were looking positive..Hence some target were drawn to 0.85 as seen….Indeed, we started to push higher over the next few days and tested the 0.80 resistance too..Went to a high of 0.81 before some profit taking…Looking at a 12.5% gain from when first covered around 0.70 so any profit taking is normal..Sellers were out to defend this 0.800 level wh





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