logo transparent gif
top_white_spacer
Home Latest Stock Forum Topics MyCorner - Personal Stocks Porfolio Stock Lists Investor Insights Investor Research & Links Dynamic Stock Charting FREE Registration About Us top spacer top spacer
 User Password Auto-Login
Enter Stock
 
righttip
branding

Back
First   1-20 of 88   Older>   Last  
Latest Forum Topics / Valuetronics    Last:1.09 --  Post Reply
Valuetronic
hongonn
Member
02-Jun-2026 14:46     
 
hongonn About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin


Valuetronics is weighing options such as recovering value from the GPUs by redeploying the hardware, or sell to other companies and potentially recoup around HK$130 million by end of 2026, according to Cheong and Mo.


Is that mean there are hkd 130m of GPUs not yet written off during the last exercise and hoping to recoup the hkd 130m of GPUs by year end?

 
 Useful To Me  Not Useful To Me
PiRPiR
Master
02-Jun-2026 12:25     
 
PiRPiR About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		https://app.poems.com.sg/kSPr/cd2e8cnl
 Useful To Me  Not Useful To Me


Alignment
Elite
31-May-2026 19:08     
 
Alignment About Contact  Quote this Post! Style: Fundamental  
  x 0
  x 1

 Alert Admin 		I don' t see much upside to this share price from here in the long term. Up to a year ago it was undervalued but was a value trap due to its inefficient use of capital. It then boosted interest in its stock due to its AI play with the share price increasing to what it should have been had it been capital efficient. Now it turns out that its AI play is a busted flush but concurrently announces a more efficient capital usage. So in a roundabout way the share price is now in the right place. But it remains a relatively unexciting business with limited AI exposure.
 Useful To Me  Not Useful To Me
Joelton
Supreme
30-May-2026 13:38     
 
Joelton About Contact  Quote this Post!  
  x 1
  x 0

 Alert Admin

UOBKH raises target price for Valuetronics to $1.88 on earnings and capital returns visibility

Valuetronics Holdings has reported lower earnings for its FY2026 because of an impairment of an underperforming associate.

However, John Cheong and Heidi Mo of UOB Kay Hian have nearly doubled their target price from $1.03 to $1.88, with an eye on the manufacturer' s better earnings visibility, shift towards higher margin products, plus a clear capital return plan.

For the year ended March, Valuetronics recorded revenue of HK$1.65 billion, down 4%, in line with what they were expecting.

The company reported earnings of HK$111 million, down 33.1%, weighed down by a HK$48.4 million impairment made for Trio AI. If excluded, the bottom line would have been HK$160 million, down 4%.

The impairment of Trio AI was made because of weaker-than-expected demand. Valuetronics is weighing options such as recovering value from the GPUs by redeploying the hardware, or sell to other companies and potentially recoup around HK$130 million by end of 2026, according to Cheong and Mo.

That aside, the analysts believe that with a more favourable product mix, Valuetronics can expect its gross margin, which was at 18.8% in FY2026, to remain at a " healthy" level going forward.

From their perspective, what is also interesting about the company is its capital management. Even with the lower earnings, the company plans to pay final and special dividends that will bring its full-year total to 38 HK cents, up from 27 KHK cents in the preceding year.

Backed by its strong cash position of HK$1.2 billion, the company has launched a plan to return HK$300 million to shareholders over two years. For one, it will improve its dividend payout policy from 30 to 50%, to 50 to 70%.

In the current FY2027, it is allocating around HK$66 million in special dividends and not less than HK$80 million in share buybacks. The remaining HK$154 million will be used for the following FY2028.

Meanwhile, Cheong and Mo, citing improving earnings visibility and a positive shift to higher margin products, have applied a higher valuation multiple of 19x ex-cash FY2028 earnings, up from 13x previously, leading to a higher target price of $1.88, up from $1.03 previously.

The analysts note that Valuetronics is now trading at just 10x FY2028 ex-cash earnings and offers an attractive FY2028 dividend yield of about 6%.

" We believe valuations remain undemanding, given Valuetronics&rsquo s defensive earnings profile and strong cash generation," state Cheong and Mo.

Valuetronics shares, as at 2.33 pm, changed hands at $1.14.
 Useful To Me  Not Useful To Me
spursfan
Supreme
29-May-2026 15:42     
 
spursfan About Contact  Quote this Post!  
  x 1
  x 0

 Alert Admin
Valuetronics (SGX:BN2) Dividends & Corporate Actions
Upcoming Dividend/Distribution Dates
Type Dates Amount
Dividend & Entitlement Ex Date: 2026-08-07
Record Date: 2026-08-11
Payout Date: 2026-08-28		 HKD 0.3
(2 components)
 
  Special Dividend For FY Ending 2026-03-31 HKD 0.16 Mandatory Cash Dividend/ Distribution (Tax Not Applicable)    
  Final Dividend For FY Ending 2026-03-31 HKD 0.14 Mandatory Cash Dividend/ Distribution (Tax Not Applicable)

 
 Useful To Me  Not Useful To Me


Delvyss
Elite
29-May-2026 15:30     
 
Delvyss About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

3 Under-the-Radar Stocks Benefiting from EQDP


https://thesmartinvestor.com.sg/3-under-the-radar-stocks-benefiting-from-eqdp/
 Useful To Me  Not Useful To Me
seanpent
Supreme
29-May-2026 15:04     
 
seanpent About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Hope so, buddy :)

SmallSmall      ( Date: 29-May-2026 15:03) Posted:

Later today

seanpent      ( Date: 29-May-2026 14:49) Posted:

Just thinking how soon it will cross $1.20.   

Early next week
 Useful To Me  Not Useful To Me
SmallSmall
Supreme
29-May-2026 15:03     
 
SmallSmall About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Later today

seanpent      ( Date: 29-May-2026 14:49) Posted:

Just thinking how soon it will cross $1.20.   

Early next week?

Joelton      ( Date: 29-May-2026 10:51) Posted:



Valuetronics reports lower FY2026 on impairment plans special dividend as part of HK$300 mil capital return move

Hong Kong based but Singapore-listed manufacturer Valuetronics Holdings has reported FY2026 revenue of HK$1.66 billion, down 4% over the preceding year.

However, because of an impairment, earnings for the same year to March 31 was down 33.1% to HK$111.4 million.

Specifically, the impairment is related to the company' s investments in GPUs and related ancillary hardware assets under equipment leasing arrangements to an associate company, Trio AI, in which it holds 26.6%.

As Trio AI failed to gain sufficient commercial traction, Valuetronics will reassess this business and explore options to recover value investments made.

Despite the lower bottom line, the company is soothing shareholders with a final dividend of 14 HK cents, plus a special dividend of 16 HK cents, as part of the HK$300 million capital return programme.

This will bring its total FY2026 payout to 38 HK cents, equivalent to a payout ratio of 132%. For the preceding FY2025, the company paid 27 HK cents.

Valuetronics, as at March 31, has no debt and maintains a cash and equivalent of HK$1.2 billion, an improvement from HK$1.09 billion as at March 31 2025.

The company has launched a HK$300 million capital return programme to return surplus cash.

As part of this, Valuetronics has revised its dividend policy from 30% to 50% of the earnings to 50% to 70%.

Ricky Tse Chong Hing, the company' s chairman and managing director, calls this capital return a reflection of Valuetronics' commitment to delivering sustainable shareholder value through a disciplined and balanced capital management approach.

Going forward, Valuetronics warns that the operating environment remains fluid and uncertain, with tariffs and ongoing tensions in the Middle East.

At the same time, strong demand for components used in AI infrastructure has continued to absorb semiconductor manufacturing capacity, which may affect the cost and lead time of conventional component supplies.

Valuetronics expects to remain profitable in FY2027.

Valuetronics shares closed at $1.01 on May 26, down 0.98% for the day, and is up 17.44% year to date.


 Useful To Me  Not Useful To Me


seanpent
Supreme
29-May-2026 14:49     
 
seanpent About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Just thinking how soon it will cross $1.20.   

Early next week?

Joelton      ( Date: 29-May-2026 10:51) Posted:



Valuetronics reports lower FY2026 on impairment plans special dividend as part of HK$300 mil capital return move

Hong Kong based but Singapore-listed manufacturer Valuetronics Holdings has reported FY2026 revenue of HK$1.66 billion, down 4% over the preceding year.

However, because of an impairment, earnings for the same year to March 31 was down 33.1% to HK$111.4 million.

Specifically, the impairment is related to the company' s investments in GPUs and related ancillary hardware assets under equipment leasing arrangements to an associate company, Trio AI, in which it holds 26.6%.

As Trio AI failed to gain sufficient commercial traction, Valuetronics will reassess this business and explore options to recover value investments made.

Despite the lower bottom line, the company is soothing shareholders with a final dividend of 14 HK cents, plus a special dividend of 16 HK cents, as part of the HK$300 million capital return programme.

This will bring its total FY2026 payout to 38 HK cents, equivalent to a payout ratio of 132%. For the preceding FY2025, the company paid 27 HK cents.

Valuetronics, as at March 31, has no debt and maintains a cash and equivalent of HK$1.2 billion, an improvement from HK$1.09 billion as at March 31 2025.

The company has launched a HK$300 million capital return programme to return surplus cash.

As part of this, Valuetronics has revised its dividend policy from 30% to 50% of the earnings to 50% to 70%.

Ricky Tse Chong Hing, the company' s chairman and managing director, calls this capital return a reflection of Valuetronics' commitment to delivering sustainable shareholder value through a disciplined and balanced capital management approach.

Going forward, Valuetronics warns that the operating environment remains fluid and uncertain, with tariffs and ongoing tensions in the Middle East.

At the same time, strong demand for components used in AI infrastructure has continued to absorb semiconductor manufacturing capacity, which may affect the cost and lead time of conventional component supplies.

Valuetronics expects to remain profitable in FY2027.

Valuetronics shares closed at $1.01 on May 26, down 0.98% for the day, and is up 17.44% year to date.

 Useful To Me  Not Useful To Me
SmallSmall
Supreme
29-May-2026 14:49     
 
SmallSmall About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

UOBKH raises target price for Valuetronics to $1.88 on earnings and capital returns visibility

The Edge Singapore
The Edge SingaporeFri, May 29, 2026 &bull 02:33 PM GMT+08 &bull 2 min read
UOBKH raises target price for Valuetronics to $1.88 on earnings and capital returns visibility
Valuetronics is now trading at just 10x FY2028 ex-cash earnings and offers an attractive FY2028 dividend yield of about 6%
Font Resizer
 
 
 


Valuetronics Holdings has reported lower earnings for its FY2026 because of an impairment of an underperforming associate.

However, John Cheong and Heidi Mo of UOB Kay Hian have nearly doubled their target price from $1.03 to $1.88, with an eye on the manufacturer' s better earnings visibility, shift towards higher margin products, plus a clear capital return plan.


For the year ended March, Valuetronics recorded revenue of HK$1.65 billion, down 4%, in line with what they were expecting.
 
 
 Useful To Me  Not Useful To Me
Joelton
Supreme
29-May-2026 10:51     
 
Joelton About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

Valuetronics reports lower FY2026 on impairment plans special dividend as part of HK$300 mil capital return move

Hong Kong based but Singapore-listed manufacturer Valuetronics Holdings has reported FY2026 revenue of HK$1.66 billion, down 4% over the preceding year.

However, because of an impairment, earnings for the same year to March 31 was down 33.1% to HK$111.4 million.

Specifically, the impairment is related to the company' s investments in GPUs and related ancillary hardware assets under equipment leasing arrangements to an associate company, Trio AI, in which it holds 26.6%.

As Trio AI failed to gain sufficient commercial traction, Valuetronics will reassess this business and explore options to recover value investments made.

Despite the lower bottom line, the company is soothing shareholders with a final dividend of 14 HK cents, plus a special dividend of 16 HK cents, as part of the HK$300 million capital return programme.

This will bring its total FY2026 payout to 38 HK cents, equivalent to a payout ratio of 132%. For the preceding FY2025, the company paid 27 HK cents.

Valuetronics, as at March 31, has no debt and maintains a cash and equivalent of HK$1.2 billion, an improvement from HK$1.09 billion as at March 31 2025.

The company has launched a HK$300 million capital return programme to return surplus cash.

As part of this, Valuetronics has revised its dividend policy from 30% to 50% of the earnings to 50% to 70%.

Ricky Tse Chong Hing, the company' s chairman and managing director, calls this capital return a reflection of Valuetronics' commitment to delivering sustainable shareholder value through a disciplined and balanced capital management approach.

Going forward, Valuetronics warns that the operating environment remains fluid and uncertain, with tariffs and ongoing tensions in the Middle East.

At the same time, strong demand for components used in AI infrastructure has continued to absorb semiconductor manufacturing capacity, which may affect the cost and lead time of conventional component supplies.

Valuetronics expects to remain profitable in FY2027.

Valuetronics shares closed at $1.01 on May 26, down 0.98% for the day, and is up 17.44% year to date.
 Useful To Me  Not Useful To Me
seanpent
Supreme
29-May-2026 09:52     
 
seanpent About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Q  $1.10 ... fingers crossed ...

hokpin      ( Date: 29-May-2026 09:26) Posted:

Under my radar monitoring.

seanpent      ( Date: 29-May-2026 09:02) Posted:

Anyone aiming for this to be a double bagger?
 Useful To Me  Not Useful To Me


seanpent
Supreme
29-May-2026 09:33     
 
seanpent About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Cool !  :)

hokpin      ( Date: 29-May-2026 09:26) Posted:

Under my radar monitoring.

seanpent      ( Date: 29-May-2026 09:02) Posted:

Anyone aiming for this to be a double bagger?
 Useful To Me  Not Useful To Me
hokpin
Supreme
29-May-2026 09:26     
 
hokpin About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Under my radar monitoring.

seanpent      ( Date: 29-May-2026 09:02) Posted:

Anyone aiming for this to be a double bagger?
 Useful To Me  Not Useful To Me
seanpent
Supreme
29-May-2026 09:02     
 
seanpent About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Anyone aiming for this to be a double bagger?
 Useful To Me  Not Useful To Me
skbeng
Member
28-May-2026 12:25     
 
skbeng About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Will it follow the trajecotry of Frenken and AEM? High go higher.

Valuetronics, i eat porridge or cai png add fish 靠 你 了 。
 Useful To Me  Not Useful To Me
PiRPiR
Master
28-May-2026 10:07     
 
PiRPiR About Contact  Quote this Post!  
  x 1
  x 0

 Alert Admin 		Valuetronics Holdings Limited announced on May, 28 2026 that its board has adopted a revised dividend policy, superseding the framework first introduced in 2014.

The new policy sets a target annual ordinary dividend payout of 50% to 70% of net profit attributable to shareholders, to be distributed as interim and/or final dividends at the board?s discretion.

When deciding on any dividend, the board will consider factors such as the group?s financial performance, cash flow, retained earnings, debt levels, capital expenditure plans, and any contractual restrictions.

The board retains the right to amend, suspend or cancel the policy and emphasised that dividend declarations remain subject to shareholder approval at annual general meetings, except for interim dividends, which the board may declare on its own.

Valuetronics added that the updated policy should not be viewed as a forecast of future profits or dividend payments.
 Useful To Me  Not Useful To Me
nott1965
Veteran
28-May-2026 08:15     
 
nott1965 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		The revised dividend policy shows the confidence of management and already indirectly telling shareholders not to panic.

nott1965      ( Date: 13-May-2026 10:50) Posted:

Actually I have full confidence in the management o overcome this loss. Not the first crisis they had overcome ranging from moving to new ICE business from consumer electronics, moving plant to Vietnam against Trump tariff. Besides they are still cash rich, what is a few millions?I bought from $0.20 to $0.90 previously. Will look to buy somemore
 Useful To Me  Not Useful To Me
spursfan
Supreme
28-May-2026 07:54     
 
spursfan About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin
full details here
https://links.sgx.com/1.0.0/corporate-announcements/2FP93QL868ZC69SY/890520_20260528-VHL-FY2026%20Result.pdf
 Useful To Me  Not Useful To Me
134630
Member
15-May-2026 10:17     
 
134630 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Execution challenges are common in growing companies that take calculated risks. Key questions to ask are: How is the management? Do they have skin in the game? And is this a temporary blip or permanent damage?
 Useful To Me  Not Useful To Me
                                                         First   1-20 of 88   Older>   Last  



ShareJunction Version: 27 Nov 2020 ver- All Rights Reserved. Copyright ShareJunction Pte. Ltd. Disclaimer: All prices from are delayed. ShareJunction does not provide you with any financial advice. We are not into the business of providing any investment advice. See our Terms and Conditions and Privacy Policy of using this website. Data is delayed for varying periods of time depending on the exchange, but for at least 15 minutes. Copyright © SIX Financial Information Ltd. and its licensors. All Rights reserved. Further distribution and use by third parties prohibited. SIX Financial Information and its licensors make no warranty for information displayed and accept no liability for data and prices. SIX Financial Information reserves the right to adapt and/or alter this website at any time without prior notice.

Web design by FoundationFlux. Hosted with Signetique Cloud.