Valuetronics: Interim Dividend a Positive Surprise but After +52% in 6 Months Fair Value Is Reached
Valuetronics Holdings Ltd (VALUE SP) reported results last week and I met with management recently for an update.The results of the company can be...
334 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...
488 Views
Discover Singapore: Fu Yu (FUYU SP); 67% of Mkt Cap Is Cash, Trading Below Book and Offers 8% Yield
Fu Yu Corp Ltd (FUYU SP) is a small (100M USD mkt cap) Singapore based precision plastics solutions provider Revenues have been declining for...
533 Views
The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
344 Views
AGM Valuetronics (VALUE SP): FY2018 On Track to Be Another Good Year; Dividend Yield Still 4%
On Monday the 24th of July I attended the AGM of Valuetronics Holdings Ltd (VALUE SP) in Singapore. The meeting was attended by about 60...
408 Views