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Biz Times june 26..Valuetronics to expand
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newb1234
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04-Jun-2020 11:15
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possible value uses its VN factory to ship to US customers? and HK plant to ship to China? all about logistics.
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fruitty
Senior |
04-Jun-2020 11:03
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For those still holding the stock, put in under your pillow and sleep well. For those who sold or not vested, come back see this stock again when it' s around 50c. | ||||
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hotelgrand
Master |
04-Jun-2020 11:03
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broke 60cts😂
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lifeisgood
Supreme |
04-Jun-2020 10:58
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I think you are right. Never thought about the HK angle until you mention it.
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iinvestor
Veteran |
04-Jun-2020 10:54
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and they use HK export...will have tarriffs? double whammy...Trump plan is succeeding | ||||
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lifeisgood
Supreme |
04-Jun-2020 10:44
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These words from MBKE very damaging, be careful: VALUE expects some customers, including in auto and CE to switch over to North American suppliers to serve the US allocation in FY21. We estimate this to be around mid-teens percentage of revenue. Some customers are still undecided on whether to remain with VALUE or to switch suppliers for the US allocation of their products. As such, we continue to see allocation/ customer losses as a result of US-China tensions as a key risk to our forecasts, notwithstanding the difficult macro-environment. |
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lifeisgood
Supreme |
04-Jun-2020 10:41
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MBKE also mentioned loss of customers to other US based suppliers, due to trade war. Hope they can find new ones to replaced the exiting ones.
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halleluyah
Supreme |
04-Jun-2020 10:37
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profit n div just a minor drop only...business is vry stable n consistent growth all tis yr n coy is cash rich which only minor coy hv it...div consider gd at 5.8% if wt to compare to others...hold n still can eat & sleep well... | ||||
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lifeisgood
Supreme |
04-Jun-2020 10:29
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From MBKE: FY20 DPS of HKD0.20 (FY19: HKD0.25) fell short of our expectations, as management sought to conserve cash. As we believe VALUE will remain prudent in FY21E, we cut DPS to HKD0.12. |
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ferarri79
Senior |
04-Jun-2020 10:13
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no worries.. this is a good div stock anyway.
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NT1825
Master |
04-Jun-2020 10:11
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OK. Thanks it is s general statement. No harm.
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fruitty
Senior |
04-Jun-2020 10:11
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If one is buying for the dividends, Reits would make a better choice. Some at 8-9% dividend and even if it is cut half it is still very decent.
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ferarri79
Senior |
04-Jun-2020 10:10
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i mean possibility of future div cutting lowered dependin on the market condition if it persist
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ferarri79
Senior |
04-Jun-2020 10:09
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bro im not refering to this upcoming div.. i mean future div
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NT1825
Master |
04-Jun-2020 10:07
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Bro. Got ppl watching read T and C.
Div approved in AGM cannot simply cut today n tmr
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NT1825
Master |
04-Jun-2020 09:59
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When it is slow and cheap, I will buy after researching.
Once the boys are back, up 5 to 6c it is a missed boat for many.
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ferarri79
Senior |
04-Jun-2020 09:56
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expect to see it below 0.6... next few quarter results might b worst .. div will get cut, not only for this co, most co will cut div | ||||
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hotelgrand
Master |
04-Jun-2020 09:55
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Agree..AGM likely in late july..payable early Aug...pple sell because upward move very slow..switch to.other counters probably..very resilient stay 45-59 less than 3 weeks..buy can sleep peacefully
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jackjack
Veteran |
04-Jun-2020 09:51
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Tech stock already have their bull like aem and ums. This has been lagging and now tech is on consolidation. With the result and gloomy future. Is a double blow. Cant see how valuetronic will go up for the moment | ||||
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NT1825
Master |
04-Jun-2020 09:50
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Yes. Sometimes people just misinterpreted. Just choice of word not perfect, but look at the numbers and their stock performance in past. 4.2% div is not something to be missed easily.
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