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...
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Five Tech/Hardware Stocks Amongst Last Week’s Most Active 50
Together, AEM, UMS, Frencken, Valuetronics and Hi-P averaged 7% gains last week, bringing their combined average 2019 YTD total return to 82%...
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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...
605 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...
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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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