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aiinvestor North American semi equipment industry posts strong December billings

26 January 2018
North America-based manufacturers of semiconductor equipment posted US$2.39 billion in billings worldwide in December 2017 (three-month average basis), according to SEMI. The billings figure is 16.3% higher than the revised November 2017 level of US$2.05 billion and 27.7% above the December 2016 billings level of US$1.87 billion.
https://www.digitimes.com/news/a20180126PR200.html
27/01/2018 10:09 AM
daffy77 Why not look at AEM its a proxy to Intel's growth. Huge run so far this year after 29 days only
29/01/2018 11:44 AM
hstha Samsung topples Intel to become the world’s largest chipmaker. Intel is the second largest chip maker now. Recent QR announcements of both Samsung and Intel were amazing.
31/01/2018 10:10 PM
hstha 首季iPhone X 熱銷 蘋果收入淨利創新高 | http://www.klsescreener.com/v2/news/view/338033
02/02/2018 9:09 PM
aiinvestor Volkswagen is looking to expand its market share in the electric vehicle market by looking to Apple for design guidance.

The German car manufacturer has said it will use Apple’s products as a template for designing its new electric vehicles over the next two years. The aim is to adopt a simple design and to turn around VW’s profits in the new expanding market, when the vehicles are launched in 2020, with the most simplicity possible.
https://www.cbronline.com/news/vw-apple-vehicle
18/02/2018 12:29 AM
aiinvestor Chip stocks are ripping higher, and one market watcher says the semiconductor space could be in for an even bigger rally.
https://www.cnbc.com/2018/02/20/chips-rip-higher-and-market-watchers-eye-intel-as-the-semi-to-own.html

Semiconductor rally is coming.
21/02/2018 1:00 AM
tecpower KESM Industries

The world’s largest independent burn-in and test service company KESM does not make chips but has shipped about a billion burn-in and test devices to its customers — semiconductor companies. Although it does not directly export products, KESM is a company to watch as it supports and sells to exporters and works closely with top semiconductor firms. Its aggressive capital expenditure into the automotive burn-in and test business could rake in returns from the growth of autonomous and smarter vehicles.
24/02/2018 5:01 PM
tecpower In Malaysia, Sunright’s semiconductor burn-in, testing and electronic manufacturing (BIT&EM) services are provided through its 48%-owned subsidiary, KESM Industries, which is listed on Bursa.
https://www.theedgesingapore.com/article/sunright-%E2%80%98interesting-investment-case%E2%80%99-says-nra-capital
24/02/2018 5:06 PM
tecpower A Deep Dive into Sunright Limited, One of the 30 Best Stocks in Singapore for 2018
https://www.fool.sg/2018/01/31/a-deep-dive-into-sunright-limited-one-of-the-30-best-stocks-in-singapore-for-2018/
24/02/2018 5:11 PM
aiinvestor US semiconductor stocks break out.,

PHLX Semiconductor (^SOX) is up 1,59% now.
https://finance.yahoo.com/quote/%5ESOX/components/
10/03/2018 12:18 AM
aiinvestor Chips are ripping higher and Dow stock Intel could see a bigger breakout
https://www.cnbc.com/2018/03/09/chips-rip-higher-and-dow-stock-intel-could-see-a-bigger-breakout.html
10/03/2018 3:09 AM
tecpower Stronger Semiconductor 2018 Than Previously Forecast
In a move reminiscent of the continual upward revisions to semiconductor market forecasts that characterized 2017, market watcher IC Insights has increased its forecast for semiconductor industry growth this year to 15 percent from a previous projection of 8 percent.

Wow
https://www.eetindia.co.in/news/article/18031503-stronger-semiconductor-2018-than-previously-forecast
15/03/2018 11:22 PM
davidsmith As per my analysis, Sunright Ltd ( S71) is an fair value stock for trading. Moreover you I can see a good opportunity of investment in this stocks. It may take good movement in near future.
19/03/2018 8:43 PM
tecpower Goldman Says World’s Best Bet Right Now Is Emerging Market Stocks
https://www.bloomberg.com/news/articles/2018-03-15/goldman-s-patel-says-emerging-market-stocks-are-world-s-best-bet

Buy Kesm as well.
21/03/2018 12:54 AM
davidsmith Sunright stocks is about to come across its over sold level, soon it may take a up movement as per the RSI indicator.

Right now it is at 35 points, may it will take deep up to 30-25 and that point it may take an up movement till its 50 points.
So be clam and wait for good opportunity.
21/03/2018 8:19 PM
hstha Electronics was once again the star performer, expanding 17.4 per cent last month compared to a year ago. This was attributed mainly to the booming semiconductors segment, which posted a robust growth of 26.7 per cent.
http://www.straitstimes.com/business/economy/singapore-factory-output-up-89-in-february-better-than-expected
26/03/2018 10:37 PM
hstha How Singapore’s wealth fund invests in technology companies | http://www.klsescreener.com/v2/news/view/358193
26/03/2018 21:29
26/03/2018 11:10 PM
tecpower Semiconductor stocks turned in some of the market's best performances on the day, driving the Philadelphia Semiconductor Index up by 4.24 percent.
27/03/2018 8:02 AM
davidsmith There is one support and one resistant as per the today's closing position of this stocks.
And indicators are showing downtrend by tomorrow morning.
May be it take dive up to 0.8400 from 0.8700. Please put tight stoploss and trade safely.

Thanks
28/03/2018 9:45 PM
tecpower China cuts tax rates for chipmakers amid trade tensions
https://www.reuters.com/article/us-china-semiconductors-taxbreaks/china-cuts-tax-rates-for-chipmakers-amid-trade-tensions-idUSKBN1H60JM
30/03/2018 8:51 PM
tecpower China's response is a surprise for some people," said Julian Evans-Pritchard, senior China economist at Capital Economics, noting that neither said had yet called for enforcement of the tariffs.

"It's more of a game of brinkmanship, making it clear what the cost would be, in the hopes that both sides can come to agreement and none of these tariffs will come into force," he said.

Beijing's list of 25 percent additional tariffs on U.S. goods covers 106 items with a trade value matching the $50 billion targeted on Washington's list, China's commerce and finance ministries said. The effective date depends on when the U.S. action takes effect.

https://www.nbcnews.com/news/china/china-slaps-tariffs-50-billion-u-s-goods-trade-dispute-n862611
04/04/2018 8:31 PM
aiinvestor A trade war has not started yet. Today most investors misunderstood that a trade war had started.

The trick is that the US and China did not state when tariffs would be effective, so there is still possibility of discussion about trade tariffs.
05/04/2018 7:19 AM
paperplane Kesm price is in yo-yo. Until they willing to circulate more shares out there, this sunlight gonna yo-yo along!Good luck trading
05/04/2018 11:28 PM
hstha Republicans Warn Trump a Trade War Risks Party’s Chances in November
http://www.ttnews.com/articles/republicans-warn-trump-trade-war-risks-partys-chances-november
06/04/2018 12:19 AM
aiinvestor Trump’s trade war conveniently targets Ivanka’s fashion competitors
https://shareblue.com/trump-trade-war-ivanka/
07/04/2018 11:59 PM
hstha Buy KESM, a related company, as well.
09/04/2018 9:33 PM
hstha Chinese President Xi Jinping pledged on Tuesday (Apr 10) to lower car tariffs this year and take other steps to further open the world's number two economy, indirectly addressing major complaints by the United States in a simmering trade row. -------->

Buy automotive semiconductor stocks like KESm ans Sunright.
10/04/2018 9:02 PM
hstha Kesm and Sunright are in a very good position.

1. China cuts tax rates for chipmakers amid trade tensions
https://www.reuters.com/article/us-china-semiconductors-taxbreaks/chin...

KESM has a subsidiary in China. Kesm is likely to benefit from that.

2. The US has already reduced the corporate tax rate. ->
Kesm has business dealings with virtually all the American semiconductor manufacturers. Kesm is likely to benefit from that.

3. China's Xi Jinping says tariffs on car imports will be cut this year. -> Kesm has business dealings with virtually all the American semiconductor manufacturers. Kesm is likely to benefit from that.

At first most people thought the US and China would end up with a lose-lose situation. But for Kesm things have already turned out to be a win-win situation.
10/04/2018 9:59 PM
tecpower Sasse says Trump has directed Lighthizer, Kudlow to look into joining TPP
https://www.marketwatch.com/story/sasse-says-trump-has-directed-lightizer-kudlow-to-look-into-joining-tpp-2018-04-12?mod=bnbh
13/04/2018 1:07 AM
aiinvestor Two large Chinese ingot and wafer makers have announced bold plans to expand their capacities beyond anything seen to date.

At the end of February, Zhonghuan Semiconductor Chairman and General Manager Shen Haoping braved the bitter cold to personally inspect the installation of new monocrystalline ingot furnaces at the company’s factory in Inner Mongolia, nestled between the Blue Mountains and the Hetao Plateau.

https://www.pv-magazine.com/2018/04/14/the-weekend-read-chinas-monocrystalline-boom/
19/04/2018 9:26 AM
hstha Singapore factory output up 5.9% in March amid strong semiconductor growth
27/04/2018 8:46 AM
hstha https://www.businesstimes.com.sg/government-economy/singapore-factory-output-up-59-in-march-amid-strong-semiconductor-growth
27/04/2018 8:46 AM
hstha You should know that wafer acts like buffer.


When semiconductor demand increases, wafer shortage may prevent Kesm's net profit from increasing rapidly.

When semiconductor demand decreases, wafer utilisation rate will increase, so it may prevent Kesm's profit from decreasing rapidly.

That's why it is unlikely that Kesm's net profit will decrease rapidly.
27/04/2018 8:47 AM
hstha Part of the reason why wafer shortage still continues is because wafer demand has been increassing rapidly, so it is not necessarily a bad thing.
27/04/2018 8:49 AM
aiinvestor First Quarter 2018 Silicon Wafer Shipments Increase Quarter-Over-Quarter to Record Level
Milpitas, Calif. — May 14, 2018 — Reaching their highest recorded quarterly level ever, worldwide silicon wafer area shipments jumped to 3,084 million square inches during the first quarter 2018, a 3.6 percent increase over fourth quarter 2017 area shipments of 2,977 million square inches and a 7.9 percent rise over first quarter 2017 shipments, according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry.

"Global silicon wafer shipment volumes started the year at historic levels,” said Neil Weaver, chairman SEMI SMG and Director, Product Development and Applications Engineering of Shin-Etsu Handotai America. “As a result, silicon shipments, like device shipments, are positioned to be strong this year.”

Silicon wafers are the fundamental building material for semiconductors, which, in turn, are vital components of virtually all electronics goods, including computers, telecommunications products, and consumer electronics. The highly engineered thin round disks are produced in various diameters (from one inch to 12 inches) and serve as the substrate material on which most semiconductor devices or "chips" are fabricated.

All data cited in this release includes polished silicon wafers, including virgin test wafers and epitaxial silicon wafers, as well as non-polished silicon wafers shipped by the wafer manufacturers to end users.

The Silicon Manufacturers Group acts as an independent special interest group within the SEMI structure and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers (e.g., as cut, polished, epi, etc.). The purpose of the group is to facilitate collective efforts on issues related to the silicon industry including the development of market information and statistics about the silicon industry and the semiconductor market.
http://www.semi.org/en/first-quarter-2018-silicon-wafer-shipments-increase-quarter-over-quarter-record-level
15/05/2018 10:14 PM
tecpower Would Warren Buffett Be Interested in Sunright Limited, One of the 30 Best Stocks in Singapore for 2018?
https://www.fool.sg/2018/04/17/would-warren-buffett-be-interested-in-sunright-limited-one-of-the-30-best-stocks-in-singapore-for-2018/
25/08/2018 10:30 AM
tecpower Electric Vehicles’ Day Will Come, and It Might Come Suddenly
https://www.bloomberg.com/view/articles/2018-08-31/electric-vehicles-in-california-their-day-will-come-suddenly
02/09/2018 12:19 AM
tecpower https://www.forbes.com/sites/mikescott/2018/05/28/electric-car-sales-set-to-accelerate-as-costs-fall-and-production-scales-up/#2b10bde14049
02/09/2018 12:53 AM
tecpower https://www.forbes.com/sites/mikescott/2018/05/28/electric-car-sales-set-to-accelerate-as-costs-fall-and-production-scales-up/#2b10bde14049
Electric Car Sales Set To AcceleElectric Car Sales Set To Accelerate As Costs Fall And Production Scales Uprate As Costs Fall And Production Scales Up
02/09/2018 12:55 AM
hstha Three years of record wafer shipments expected, says SEMI
https://www.electronicsweekly.com/news/business/three-years-record-wafer-shipments-expected-says-semi-2018-10/
17/10/2018 11:12 PM
hstha https://sg.finance.yahoo.com/news/look-cheapest-stocks-singapore-stock-034238466.html
18/10/2018 11:04 PM
hstha https://sg.finance.yahoo.com/news/cheapest-stocks-singapore-stock-market-044014000.html

Sunright
17/11/2018 12:43 PM
gooman Toyota logs record 1st-half net profit, sales on robust demand
https://mainichi.jp/english/articles/20191107/p2g/00m/0bu/057000c
08/11/2019 9:13 AM
gooman Electric vehicle sales surge in Europe by 50 per cent
https://thedriven.io/2019/11/08/electric-vehicle-sales-surge-in-europe-by-50-per-cent/
08/11/2019 9:45 AM
gooman Semiconductor stocks surge on hopes for sales rebound
http://www.koreatimes.co.kr/www/biz/2019/11/175_278983.html
20/11/2019 9:49 AM
gooman http://www.koreatimes.co.kr/www/biz/2019/11/175_278983.html
Semiconductor stocks surge on hopes for sales rebound
20/11/2019 9:50 AM
gooman Sunright
Price to Book Ratio 0.5802
https://www.bloomberg.com/quote/SUNR:SP
20/11/2019 10:49 AM
gooman Global Semiconductor Sales Increase 2.9 Percent Month-to-Month in October
06/12/2019 5:16 PM
gooman https://windsorstar.com/news/local-news/future-auto-1-cars-will-soon-change-daily-life-as-much-as-smart-phones-did/wcm/ea409d84-def7-40ad-affa-ff96d1357f7a/
12/12/2019 10:36 PM
gooman Trump approves US-China trade deal to halt December 15 tariffs
13/12/2019 11:03 AM

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ronald118 dump novotel, grab W..
21/11/2019 3:16 PM

  9 people like this.
 
cliang Tomorrow going to be crazy
14/08/2012 7:04 PM
moven00 Haiyah, mana Eh Kee Siao....open fire burn the house nia la.
Tomolo got some people's wealth going to burn up in ashes.
Let's sit and watch the drama....

Genting SP almost broke Liao, no fun already. Now we must burn a new house called Wilmar....
14/08/2012 11:40 PM
benson911 Lousy stock, sell sellllll
11/09/2012 5:26 PM
scimitar Hi benson911, Wilmar will take long time to come back up...Don't see any recovery plan in the near term. But it still have potential,,,,
12/09/2012 4:32 AM
benson911 Hi Scimitar, wat price u think can enter, 2.5? Thx a lot.
12/09/2012 1:48 PM
Y2016 do not think Wilmar will drop below its book value, so $2.5 seems not possible
12/09/2012 2:43 PM
moven00 yehhhhhh.....drop somemore. Now seat tight, get our money ready. slowly buy in.....
No rush, its time we slowly follow wilmar movement.
*Remember Good stock will one day recover. If we are long term investor, emmmm....why not buy and keep Wilmar?
*Try not to lose your money in investment. That is important.
13/09/2012 10:43 PM
manman waht happened to this shares? up so much today...
14/09/2012 4:38 PM
mujihero share buy back!!! It is deep in value now!!!
17/09/2012 12:15 AM
sh2383jbt Agreed with moven00, slowly accumulate Wilmar at this time, it is long term counter, one day sure recover back. But dividend a bit stingy...haha...cheers
24/10/2012 11:15 PM
moven00 Now this round must wait further for second round collection. I have sold half. Waiting for it tocome down further...looking at 2++ this round. Then slowly start to move in...
15/11/2012 12:17 AM
Stephen Lee Results not so good as extra ordinary loss on FX siphoned off a big junk of profits. If buy.....buy for long term as it is bottoming out....not so soon (probably within 3 to 8 months time)

Happy investing
23/11/2012 2:32 AM
moven00 Ole Ole Ole...... Sold all my Wilmar 3.48 today. Yeahhhhh!!!
02/01/2013 4:02 PM
DaveSingh too bad Moven00 you sold wilmar.. its up again so much today.. and its going up much much more.. you remember you call me bodoh singh.. who is bodoh now @moven00.. i am laughing at you!!!!
03/01/2013 9:15 AM
passerby davesingh is at SGX also :)
03/01/2013 3:45 PM
Edward Lee I think Wilmar will be profitable if keep for 3 to 5 years. Anticipate double fold gain from Wilmar.
03/01/2013 4:31 PM
passerby double fold within the duration of 3-5years ?
03/01/2013 4:41 PM
Edward Lee Just my anticipation, palm oil sector has been in harsh time for some time, it's good to hold it now and wait for range bound for palm oil price. But only patience will pay.
03/01/2013 5:05 PM
passerby edward lee: are you a malaysian or singaporean ? :)
03/01/2013 5:34 PM
Edward Lee Msian, anything?
03/01/2013 7:57 PM
passerby no la, just asking only coz this is STI version, thought will find some Singaporean around this forum :)

didn't see you do any posting on KLSE forum ? nice to meet you anyway. i'm a M'sian also

looks like this i3 site got a lot active malaysian members
03/01/2013 10:02 PM
Edward Lee Nice to meet you too. No, I never post anything, just give some comments and opinions here. Ya quite a lot Msians using i3 for discussion, but I think most of them are short term trader rather than value investor.
03/01/2013 10:23 PM
Alex Gray Hello to all!!! Get intra-day and positional stock tips as well as forex and commodity tips at http://goo.gl/GCG76y.. Take a 7 days free trial and watch the result of our recommendation.
26/08/2013 3:59 PM
Peter Chen Corporate Princess 5 : Kuok Hui Kwong & Robert Kuok succession planning
企业公主系列5 : 郭鹤年女儿郭惠光及新人事部署

http://aseantradinglink.blogspot.com/2013/08/corporate-princess-5-kuok-hui-kwong.html
30/08/2013 2:22 PM
Peter Chen Robert Kuok succession planning crisis 2
传郭家三房争产1220亿
http://aseantradinglink.blogspot.com/2013/09/robert-kuok-succussion-planning-crisis-2.html
23/09/2013 10:46 AM
Peter Chen What happen in 2013
2013年最资深有经验美丽的企业公主
http://aseantradinglink.blogspot.com/2014/01/what-happen-in-2013.html
06/01/2014 12:50 PM
Alex2012 Wilmar go...go...go...
19/02/2014 9:20 AM
michelle zheng Singapore's Wilmar Intl. Gains On Shree Renuka Offer
21/02/2014 5:18 PM
Alex2012 If El Nino strike, Wilmar share price will be double...
22/02/2014 9:15 AM
KiasiPu 3.07, should buy or run??
30/09/2014 10:19 AM
Alex2012 anytime can buy...
16/12/2014 1:02 PM
Diamond7 Quarterly report....profit up 49% !!!
Hoping for cooporate exercise! Bonus ? Share split? Warrants? Special dividend?..........
08/05/2015 11:36 AM
Diamond7 2015....why no dividend yet?
08/05/2015 1:24 PM
Diamond7 wilmar....good news!!!up...up...up....
18/03/2016 9:59 PM
mujihero target 4 soon
30/03/2016 10:40 PM
Diamond7 Dividend 0.055 on 18 th May 2016!!!
11/04/2016 4:25 PM
chiongster1234 wau 2.70 to 3.40
12/04/2016 10:31 PM
mujihero What is the dividend yield
26/04/2016 10:27 PM
Diamond7 Wa!!!
Undervalue counters are good!
27/04/2016 11:41 AM
Diamond7 Down....down.....down....Why???
23/12/2016 4:54 PM
LeeJacky Wilmar still strong...on boat.
09/01/2017 2:55 PM
Diamond7 Damn strong! steady upward momentum
10/01/2017 3:43 PM
LeeJacky hurray^^
10/01/2017 4:10 PM
Diamond7 wa! S3.80....still very strong! Any bonus?
13/01/2017 2:31 PM
Diamond7 wa....and wah...hhh. Touch S4.00 already!!
26/01/2017 2:42 PM
Diamond7 Today...3.02
Better soon art accumulating!
03/07/2018 12:09 PM
Diamond7 Wa! 3.64 Liao
If Wilmar list in China, the price would be wonderfully good
18/04/2019 5:54 PM
Diamond7 Wa! Wilmar moving up slowly. Now 3 83!!!
Gonna list in Shenzhen stock exchange in the 4th quarter!
16/07/2019 10:18 PM
Diamond7 Now 4.08! Wonderful!
17/11/2019 7:03 AM
Diamond7 Wa! 4.14...
Moving up steadily!!!
18/11/2019 10:52 AM

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ta5851 no power......
25/04/2014 10:08 AM
posby haha... power need to fuel burning...ship is slow... not like car...patiently wait.. ..
25/04/2014 5:46 PM
pnuklis posh needs to show market that it has power to be better than others like Pacific Radiance, Nam Cheong, Otto, Swire and others.
27/04/2014 10:08 AM
alexyap any comment for this counter? just secured a big deal from Petrobas. Fair value?
15/05/2014 8:16 AM
kkteng70 good ..
15/05/2014 10:54 AM
moneyfacez yup good
22/05/2014 11:30 AM
BumbleBee O&G business is booming in SE Asia ....temporary setback due to upcoming World Cup effect I think ...http://shareinvestormalaysia.com/fifa-world-cup-effects-on-the-stock-market-worried/ ...after this event over market shld return to normal ...hahaaaa8
22/05/2014 10:45 PM
k6ii This counter start moving ..
27/05/2014 10:03 AM
swcltw is it too high
01/06/2014 11:34 AM
pnuklis what happened to GOSH saga in Mexico? Do people have such a short memories???????????? That was more than USD 100 million down
13/07/2014 10:10 AM
jackyng1981 No fuel for POSH to growth up.... the share price dying due to the Batam incident... yet so far, no responses was given by management...... maybe they only can answer "STILL UNDER INVESTIGATION", "Still under investigation" like MAS.......... their management working style...... really no comment and lost confident........ shit co!
01/08/2014 3:58 PM
pnuklis They seem to have goofed it up. First of all it was not wise of them to buy these two shipyards if they have no capability to run them.
01/08/2014 8:56 PM
reverrrrrr Post removed. Why?
05/08/2014 4:05 PM
jackyng1981 The co is belongs to most richestman in Malaysia?........ ...... haha....... but the co super bad performance..... yet the net profit super bad for last quarter.... prepare to run........... the co never care the shareholders. only knows the IPO fund to pay back loan.... then minor shareholder (Mr A 7 Mr B on the road), eat yourself..... you are sacrified aldy.... 0.93..... 20% gone after IPO.....
05/09/2014 4:39 PM
PoshShrHldr The last comment is right. The worst share I have ever had the misfortune of buying and I am one of the IPO buyers too. I guess the apple fell far from the tree in this case. Should not have assume the son is the same as the father. Took the money to pare down debt, bunch of con-artists and thieves, they have taken our money and ran. Wrote to their investor relations, got no reply. Called in, some lady in finance said 'market forces'. Would love meet one of the executives.
25/11/2015 11:09 PM
Diamond7 Huh! Selling pressure! Only 27 cents!
05/09/2018 10:24 AM
lching only 21 cents
14/11/2018 9:49 AM
lching company share buy back at 20 cents
22/11/2018 4:16 PM
Diamond7 Probably is the cheapest penny stock now
18/06/2019 6:32 AM
Diamond7 Moving up dy
19/07/2019 3:29 PM
lching hopeless
08/10/2019 9:46 AM
Diamond7 Kuok offers at 0.215!
Like this....losing money.
Maybulk sold to us at 0.216.
Not fair!!!

How to accept an offer like this? Directors, please reconsider.....
05/11/2019 6:27 PM
lching to do, view it as a cut loss loh....
06/11/2019 1:09 AM
chinhee Kuoks are doing shareholders to realize some cash compared to the likes of Ezra,Swiber,Pacific Radiance,Ezion etc where end result is ZERO. So unfortunately hv to just gracefully accept the loss
06/11/2019 11:08 AM

  2 people like this.
 
Pang Sing Tan Strong earnings growth for FY14 and what a great run in stock price over the past 12 months. No analysts, as I know, cover this stock - what a shame. To those who are vested and believe in this small cap, well done.
03/06/2014 11:09 PM
Pang Sing Tan There are now 4 research houses recommending "buy". The recent management update is positive and we should expect a better FY15. This small cap gem, dividend yield > 6%, is in my view a long term hold. For this FY, I expect continuation of special dividend payout (has surplus cash) and a bonus issue (to improve stock liquidity) - to reward shareholders.
09/08/2014 7:15 AM
passerby like like like too the max ! debt = 0

now need to find fresh fund for this ctr already starting next week....

arigato gozaimas Pang
10/08/2014 11:35 AM
0549617 Is that any news or reason
to push up the shares price?
14/08/2014 2:16 PM
passerby wah.....you are here to fry stock? no la, no reason to push or fry la....only reason is the fundamental of the company...you check the data of this counter with ft.com, you will see some impressive numbers...

fundamental.....no pushing or frying...
14/08/2014 2:26 PM
passerby if wanna invest :-

1) identify a good fundamental company. There are a few parameters to gauge whether a company is a good company or not.

2) determine the fair value of the company using the some available methods. if too lazy, just read the IBs report or coverage. Establish entry price using some safety of margin.

3) establish exit point once the price run ahead of the fundamental.

the above require discipline.

if punt or fry purpose....u see where the crowd go...u just join in, chances to make money or lose money are almost equal but most of the time the retail investors will lose out to the professional operators....hence, fry less & push less, sleep well at night
14/08/2014 2:36 PM
albertlaw Pang S.T..OCBC,Philip (T.P 60cts) AM Fraser (67cts) DBS (72cts) in fact b4 xd Valuetronics touched 59cts ..first qtr esults out dividends will be payable 15 Aug..nothing to expect except maybe next year..likley will drop to,50cts

It was artifically pushed up on AGM 22 July from 49-59cts within 3 days b4 it went ex on 25 July I believe will drop tp 45-50cts level
14/08/2014 5:41 PM
albertlaw belive 40cts can buy,...last few sharp drop it ended 38-39.5cts..Doji formed but still never breakdown..can accumulate slowly
13/10/2014 11:53 AM
0665hock now how???
14/10/2014 2:27 PM
Angel_Investor What happen? How come such a cash rich company's share price oversold in 2 days!
14/10/2014 9:08 PM
albertlaw AmFraser: Valuetronics Holdings Ltd: Shedding light on deep value (Maintain BUY, FV: S$0.69)

Dutch MNC is separating out the lighting division, not shutting it down. We think the sell-down on this weeks-old piece of news, was totally unwarranted. The sale of LED light bulbs is not the core revenue generator for this MNC. In fact, Lumileds made up only 5% of their lighting revenue in 2013. We therefore do not believe that the decision to spin-off the weaker lighting division came just from headwinds in LED sales. It also certainly does not mean that lighting will be left out to hang dry. In truth, no one knows what big MNC’s plans are and we believe it would be more prudent for investors to assume the status quo than take a wild stab at what might or might not happen, and make worst case scenario assumptions.
Unlikely to do unprofitable business.There were also views that suggest that VALUE will continue to produce for big MNC even when its gross margins are halved or turn negative. We understand that the culture at VALUE is very profitability centric (superior net margins and them walking away from the licensing business). We find it hard to believe that Valuetronics would continue to do business with big MNC under such onerous terms.
CE’s headwinds already a well known fact. The headwinds for the CE business (-11% yoy in 1Q3/15) is a true area of concern; this was a well known fact that was highlighted post 1Q3/15 results. Our assumed CE revenue growth of 4% yoy looks high, but we have also underestimated, the higher margin, ICE growth rate (+36% yoy in 1Q3/15 vs. Amfraser’s estimated growth rate of 16%). As a result we believe both effects will even out at the bottom-line level. With a lower contribution mix from CE, we believe VALUE looks an even better proposition now, with much lower concentration risk.
Standing firm on our call. As 2Q3/15 results will be out in a couple of weeks, we make no changes to our current estimates, BUY rating and S$0.69 target. As of 1Q3/15 Valuetronics had cash of HKD441m or 19 Scts of cash per share with no debt and dividend yield of 9%. Cash level could fall over the next few quarters as Valuetronics spends on capex. Trading at 4.5x FY15F P/E, this stock looks extremely attractive in our opinion and this sell-down presents a very good chance for investors to buy.
16/10/2014 3:37 PM
yauboon http://news.morningstar.com/articlenet/article.aspx?id=669136

Phillips overall lighting sales declined in 3q 2014; but its led lighting business up 28%!!!
01/11/2014 10:36 AM
Angel_Investor Trend reversal towards 0.45?
29/11/2014 11:44 AM
albertlaw 42-42.5 hit high 43cts accumulation in progress..at current price I don't think will lose much? If worst scenario hold..dividend about S$13 for last year per share..last year at AGM at Ris Carlton during AGM i went out to call my broker to buy 50000@48cts and after that it hit a high 59cts before selling at 53-53cts ex dividend hope history will repeat
16/02/2015 3:31 PM
albertlaw Last half hour it was trading 42-42.5cts but closing bell all 42cts was taken up leaving a wide buy-sell gap 42.5-43.5 at close for tue and even on half day trading 18 Feb..This imply Valuetronice is well supported even at 42.5cts level grin LOL cheese smile smile
- Related Stocks -
VALUETRONICS HOLDINGS LIMITED
18/02/2015 11:25 PM
albertlaw Today break resistancce 45cts and hit 47cts:s12::s13:
09/03/2015 7:34 PM
albertlaw close at 47cts

Most analysts not accurate see they predict T.P for innovalue to be 47cts a few month s ago now Innovalue 70cts.When FYE 31 March and give special dividends besides the usual dividends Valuetronics may test its new high again..last year when AGM was on in Sept 2014 I still bought at 49 cts thereabout and during th emeeting tested 50cts level and a few days later tested 59 cts high record before I sold all shares bought from 23-26,27-33 and 35-38cts all out..let' [s hope history will repeat




DMG seems to be the most bullish among the analysts who cover Valuetronics with a TP of S$0.64, Phillip Securities has a TP of S$0.50 and KGI Fraser is at S$0.57. seems like the counter is looking for a new price point to consolidate. good luck to all who are vested!
09/03/2015 11:15 PM
albertlaw Was at Capitalmaster Pte Ltd (Fock Wah Industrial Building)where they recommend strongly as strong accumulation of Valuetronics detected
09/04/2015 10:40 AM
albertlaw In Oct 2014 it broke below 30cts after negative report by Maybank-Kim Eng..hover 30-35 for sometime before it broke through 40cts and at that time target price was from 50-72cts...latest T.P is at 64cts if it can maintain its profits and dividends policy..hope can break the 50cts soon

https://www.flickr.com/photos/caricature/14920417144/

Quite safe witrh its limited downside as the dividends yiled is much better than FD rates
09/04/2015 11:04 PM
albertlaw Valuetronics (VALUE SP, BN2)
Technical BUY with 13.4% potential returns
Last price: S$0.485
Target price: S$0.55
Protective stop: S$0.450
BUY with a target price of S$0.55, with stops
placed at S$0.485. The stock continues to
trade at above the rising 25-day SMA and a
breakout could close the gap down formed on
29 Jul 14. The MACD indicator appears to
have corrected moderately and looks poised to
form a bullish crossover at above its centreline.
Watch the MACD histogram to see if it could
move above its centreline.
Expected timeframe: 2 - 3 weeks.
Valuetronics

Made a few round on this Valuetronics..it's owned by Hongkee..not an S chips and the beauty of this co it pays good dividends every year since ipo in 2007 and has no bank borrowings ..positive CAGR
09/04/2015 11:15 PM
albertlaw Closed at 51.5 on 22 April
22/04/2015 11:33 PM
albertlaw hit 52cts
24/04/2015 1:17 PM
mocics Long time nobody talk about this stock...wonder why it continues to trade at such depress valuation? Cash is like 85% of market cap, free cash flow positive, yield around 8%, PER ex cash is around 1x....
09/03/2016 9:20 AM
LanSeeBoy Silly mgt still keeping it listed. SME mentality, never gonna grow.
11/03/2016 3:41 PM
breadman i think the management saw ur comment here lanseeboy
19/04/2016 9:39 AM
LiteInvestor any sifu.... TP?
10/06/2016 9:18 PM
680301Seed got syndicate or not? all watching football?
23/06/2016 3:08 PM
hstha 3 Income Stocks I Like from the List of 30 Best Stocks in Singapore for 2018
https://www.fool.sg/2018/08/07/3-income-stocks-i-like-from-the-list-of-30-best-stocks-in-singapore-for-2018/
08/08/2018 9:16 PM
hstha 2 Electronic Stocks That Have Been Unfairly Hammered By The Market
https://www.fool.sg/2018/07/20/2-electronic-stocks-that-have-been-unfairly-hammered-by-the-market/
08/08/2018 9:17 PM
tecpower Valuetronics

https://www.businesstimes.com.sg/companies-markets/valuetronics-q1-profit-up-19-on-higher-industrial-commercial-electronics-revenue
15/08/2018 9:41 PM
tecpower ‘Electronic industry is not slowing down’
https://www.thestar.com.my/business/business-news/2018/08/27/electronic-industry-is-not-slowing-down/
27/08/2018 10:38 PM
swissvillage Global Semiconductor Sales Increase 3.4 Percent Month-to-Month in September
https://www.prnewswire.com/news-releases/global-semiconductor-sales-increase-3-4-percent-month-to-month-in-september-300950171.html
03/11/2019 1:44 AM

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Petronius SALVE! Are these guys still operational?
09/08/2019 2:56 AM
Hawk Eye SGX market is running..?
22/10/2019 10:16 AM

  desmond1987 likes this.
 
Shetty40 When is the dividend declaration and what is the rate?
31/05/2019 10:40 PM
Alvin Ongkh SGD 0.02, 1.78% for 6 months
04/07/2019 5:23 PM
juanju no movement la...why...
12/07/2019 9:56 AM
Shetty40 Thank you, Alvin.
16/07/2019 8:56 PM
Alvin Ongkh Can always check it out at https://www.dividends.sg/
30/07/2019 1:24 PM
juanju not good....let dance till not up..ha ha..
07/09/2019 10:22 AM

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moven00 Ini Company Kita mau beli...
12/08/2019 12:41 AM
juanju save money..already clear the stock before go down as Money Life Research suggested point meet la..
07/09/2019 10:08 AM

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Frant Denner Post removed. Why?
04/04/2014 4:52 PM
Fats0cat Nice contract win in Egypt.
10/03/2016 3:36 AM
Ktan1979 mmm...OCBC call for hold and tp is lower then current ?
10/03/2016 9:33 AM
zaqwerty water is safer than oil.
22/03/2016 12:41 PM
NicholasNWH90 Chart looks very nice. Retracement with low volume!
06/04/2016 10:30 AM
NicholasNWH90 Opps. Support of 0.6 is broken. Danger warning.
11/04/2016 1:27 PM
Ktan1979 y bad tot u should be good?
13/04/2016 2:17 PM
paktua73 hope got new life back

tut tut
stuck huge
16/07/2019 8:53 PM

  TrishiaYang likes this.
 
Frant Denner Post removed. Why?
04/04/2014 4:47 PM
superman11 Why sgx in i3investor doesnt have financial technical analysis like klse??
30/05/2014 6:40 PM
PressJustice Rumor businessman from Malaysia Larry Tey Por Yee took a stake of Singtel. Is it true? Check out the mystery investor https://teyporyeetruth.wordpress.com/
08/11/2015 2:36 AM
NotAbel Tan will the fourth Telco... impart further the share prices of Singtel?
21/01/2016 12:19 AM
Y2016 Definitely
21/01/2016 1:29 AM
superman11 why singtel keep dropping?
01/03/2018 5:10 PM
pickey Ya, any bad news?
11/03/2018 2:46 PM
pickey finally, see some movement
12/03/2018 9:28 AM
davidsmith Hello traders,

SingTel is another good stock to trade these days. It may have good up movement in the end of year. Feel free to ask your queries.
19/03/2018 9:31 PM
bluelight Time to accumulate more to collect dividend?
08/06/2018 8:58 AM
qps999 not much..but save my money with the help of Money life research sggested tgt..hit it..@lim..come with me.
09/03/2019 12:57 AM
enigmatic ¯\_(ツ)_/¯ SingTel rose from RM3.00 to RM3.17 currently. Good.
12/05/2019 2:09 AM
qps999 why there is not so much volume...
12/05/2019 9:32 PM
juanju oho.....again not good..
12/07/2019 9:57 AM


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