Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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The Week That Was in ASEAN@Smartkarma - ASEAN Retail, Indonesian Pipes, and Textiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
344 Views
Valuetronics: Full Steam Ahead with Vietnam Factory; Interim Dividend +20%; Net Cash 60% of Mkt Cap
Valuetronics Holdings (VALUE SP) has been a long-term favorite holding as it has been a steady FCF machine and dividend payer. Management at...
555 Views
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...
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Valuetronics (VALUE SP): Trade War Victim = Trial Production in Vietnam & Looking for N.American M&A
Valuetronics reported its FY19 figures this week which showed a tiny 0.9% decline in revenues and a small (-2.6%) decrease in bottom line profits....
600 Views