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...
562 Views
Small Cap Index’s Best-Yielding Non-REIT Constituents Avg 7% Yield
The FTSE ST Small Cap Index’s 49 constituents – comprising 20 REITs and 29 companies – have a combined market cap of about S$37 billion. REIT...
1.1k 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...
418 Views
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....
610 Views
The Week that Was in ASEAN@Smartkarma - Jakarta Unrest (?), Indonesia Property, and Asia Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
508 Views