AGM Valuetronics (VALUE SP): Talking Points Remain Trial Production in Vietnam + M&A in N. America
On Monday the 22nd of July I attended the AGM of Valuetronics Holdings Ltd (VALUE SP) in Singapore. The meeting was attended by about 120...
418 Views
Sunningdale Tech (SUNN SP): Value...with a Catalyst - CONVICTION BUY
I am long Sunningdale Tech (SUNN SP). Every time I've bought a stock after a panic selloff for non-fundamental reasons, I've typically done very...
615 Views
Valuetronics: Blame the Dutch
Valuetronics Holdings Ltd (VALUE SP) reported FY2018 results which basically met consensus estimates but were not enough to reignite interest in...
199 Views
Discover Singapore: Frencken, Still at Discount to Peers After YTD Performance, 65% Upside to Be Had
Frencken Group Ltd (FRKN SP) is a global precision engineering company Key divisions are Mechatronics and IMS which sell products into automotive...
374 Views
Sony - Upward Revision Exceeding Even Our Expectations
Traditionally, Sony's business model was to pile them high in the Christmas quarter and write down inventory losses in the March quarter, so that...
189 Views