Valuetronics Holdings（BN2）株式概要投資持株会社であるバリュートロニクス・ホールディングス・リミテッドは、総合電子機器製造サービス（EMS）を提供している。 詳細BN2 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績3/6財務の健全性6/6配当金3/6報酬株価収益率（ 15.5 x）は、 Electronic業界平均（ 17 x）を下回っています。収益は年間6.83%増加すると予測されています 過去1年間で収益は2.9%増加しました リスク分析高いレベルの非現金収入 4.41%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るBN2 Community Fair Values Create NarrativeSee what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueS$Current PriceS$1.0028.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03b2016201920222025202620282031Revenue HK$2.0bEarnings HK$201.7mAdvancedSet Fair ValueView all narrativesValuetronics Holdings Limited 競合他社Aztech GlobalSymbol: SGX:8AZMarket cap: S$706.2mVentureSymbol: SGX:V03Market cap: S$5.0bMulti-ChemSymbol: SGX:AWZMarket cap: S$328.8mWillas-Array Electronics (Holdings)Symbol: SGX:BDRMarket cap: S$111.2m価格と性能株価の高値、安値、推移の概要Valuetronics Holdings過去の株価現在の株価S$1.0052週高値S$1.1952週安値S$0.67ベータ0.451ヶ月の変化-4.76%3ヶ月変化12.99%1年変化49.25%3年間の変化98.02%5年間の変化61.29%IPOからの変化292.86%最新ニュースお知らせ • May 12Valuetronics Holdings Limited to Report Fiscal Year 2026 Results on May 28, 2026Valuetronics Holdings Limited announced that they will report fiscal year 2026 results at 9:00 AM, Singapore Standard Time on May 28, 2026Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to S$1.18, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Electronic industry in Singapore. Total returns to shareholders of 178% over the past three years.Declared Dividend • Nov 16First half dividend of HK$0.08 announcedShareholders will receive a dividend of HK$0.08. Ex-date: 24th November 2025 Payment date: 5th December 2025 Dividend yield will be 13%, which is higher than the industry average of 5.6%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 12+ 1 more updateValuetronics Holdings Limited Declares Special Interim Dividend for the Six Months Ended 30 September 2025, Payable on December 5, 2025The Board of Directors of Valuetronics Holdings Limited has declared a special interim dividend of 4.0 Hong Kong cents per share for the Six Months Ended 30 September 2025. The special dividend will be paid on 5 December 2025. The Share Transfer Books and Register of Members of the Company will be closed on 26 November 2025 for the preparation of dividend warrants.お知らせ • Oct 28Valuetronics Holdings Limited to Report First Half, 2026 Results on Nov 12, 2025Valuetronics Holdings Limited announced that they will report first half, 2026 results on Nov 12, 2025分析記事 • Sep 11Getting In Cheap On Valuetronics Holdings Limited (SGX:BN2) Is UnlikelyIt's not a stretch to say that Valuetronics Holdings Limited's ( SGX:BN2 ) price-to-earnings (or "P/E") ratio of 12.4x...最新情報をもっと見るRecent updatesお知らせ • May 12Valuetronics Holdings Limited to Report Fiscal Year 2026 Results on May 28, 2026Valuetronics Holdings Limited announced that they will report fiscal year 2026 results at 9:00 AM, Singapore Standard Time on May 28, 2026Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to S$1.18, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Electronic industry in Singapore. Total returns to shareholders of 178% over the past three years.Declared Dividend • Nov 16First half dividend of HK$0.08 announcedShareholders will receive a dividend of HK$0.08. Ex-date: 24th November 2025 Payment date: 5th December 2025 Dividend yield will be 13%, which is higher than the industry average of 5.6%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 12+ 1 more updateValuetronics Holdings Limited Declares Special Interim Dividend for the Six Months Ended 30 September 2025, Payable on December 5, 2025The Board of Directors of Valuetronics Holdings Limited has declared a special interim dividend of 4.0 Hong Kong cents per share for the Six Months Ended 30 September 2025. The special dividend will be paid on 5 December 2025. The Share Transfer Books and Register of Members of the Company will be closed on 26 November 2025 for the preparation of dividend warrants.お知らせ • Oct 28Valuetronics Holdings Limited to Report First Half, 2026 Results on Nov 12, 2025Valuetronics Holdings Limited announced that they will report first half, 2026 results on Nov 12, 2025分析記事 • Sep 11Getting In Cheap On Valuetronics Holdings Limited (SGX:BN2) Is UnlikelyIt's not a stretch to say that Valuetronics Holdings Limited's ( SGX:BN2 ) price-to-earnings (or "P/E") ratio of 12.4x...お知らせ • Aug 25+ 1 more updateValuetronics Holdings Limited Approves Final Dividend for the Financial Year Ended March 31, 2025, Payable August 22, 2025Valuetronics Holdings Limited at its Annual General Meeting held on 28 July 2025, approved the payment of a final dividend of 11 cents per share tax not applicable, for the financial year ended 31 March 2025. If approved, the dividends would be paid on 22 August 2025.Upcoming Dividend • Aug 01Upcoming dividend of HK$0.19 per shareEligible shareholders must have bought the stock before 08 August 2025. Payment date: 22 August 2025. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 5.7%. Within top quartile of Singaporean dividend payers (5.6%). Lower than average of industry peers (6.4%).Reported Earnings • Jul 12Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: HK$0.42 (up from HK$0.39 in FY 2024). Revenue: HK$1.73b (up 3.5% from FY 2024). Net income: HK$170.4m (up 6.8% from FY 2024). Profit margin: 9.9% (in line with FY 2024). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 13% per year.お知らせ • Jul 09+ 2 more updatesValuetronics Holdings Limited, Annual General Meeting, Jul 28, 2025Valuetronics Holdings Limited, Annual General Meeting, Jul 28, 2025, at 10:00 Singapore Standard Time. Location: level 3 venus room i, furama riverfront, singapore,405 havelock road, singapore 169633, Singapore分析記事 • Jun 01Valuetronics Holdings Limited (SGX:BN2) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for Valuetronics Holdings Limited ( SGX:BN2 ) shareholders, because the company has just released...Declared Dividend • May 31Final dividend of HK$0.19 announcedShareholders will receive a dividend of HK$0.19. Ex-date: 8th August 2025 Payment date: 22nd August 2025 Dividend yield will be 29%, which is higher than the industry average of 5.6%. Sustainability & Growth The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time.Reported Earnings • May 29Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: HK$0.42 (up from HK$0.39 in FY 2024). Revenue: HK$1.73b (up 3.5% from FY 2024). Net income: HK$170.4m (up 6.8% from FY 2024). Profit margin: 9.9% (in line with FY 2024). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • May 13Valuetronics Holdings Limited to Report Fiscal Year 2025 Results on May 28, 2025Valuetronics Holdings Limited announced that they will report fiscal year 2025 results Pre-Market on May 28, 2025Declared Dividend • Nov 18First half dividend of HK$0.08 announcedShareholders will receive a dividend of HK$0.08. Ex-date: 25th November 2024 Payment date: 6th December 2024 Dividend yield will be 17%, which is higher than the industry average of 5.6%. Sustainability & Growth Dividend is covered by earnings (32% earnings payout ratio) but not covered by cash flows (119% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 31Valuetronics Holdings Limited to Report First Half, 2025 Results on Nov 13, 2024Valuetronics Holdings Limited announced that they will report first half, 2025 results on Nov 13, 2024お知らせ • Aug 19Valuetronics Holdings Limited Announces Executive ChangesThe Board of Directors of Valuetronics Holdings Limited announced that the Company: has accepted the resignations of Ms Hazel Chia Luang Chew and Ms Shirley Lim Keng San as Joint Company Secretaries with effect from 19 August 2024; and has appointed Cheng Lisa and Yoo Loo Ping as Joint Company Secretaries of Company with effect from 19 August 2024. The Board of Directors take this opportunity to thank Ms Chia and Ms Lim for their past services to the Company.お知らせ • Aug 16+ 1 more updateValuetronics Holdings Limited Approves Special Dividend for the Financial Year Ended 31 March 2024, Payable on 23 August 2024Valuetronics Holdings Limited announced at the AGM held on July 22, 2024, approved special dividend of HK8 cents per share, tax not applicable, for the financial year ended 31 March 2024. If approved, the dividends would be paid on 23 August 2024.Upcoming Dividend • Aug 01Upcoming dividend of HK$0.17 per shareEligible shareholders must have bought the stock before 08 August 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of Singaporean dividend payers (6.3%). Higher than average of industry peers (5.9%).Reported Earnings • Jul 05Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: HK$0.39 (up from HK$0.29 in FY 2023). Revenue: HK$1.67b (down 17% from FY 2023). Net income: HK$159.6m (up 30% from FY 2023). Profit margin: 9.6% (up from 6.1% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.9%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.お知らせ • Jul 04Valuetronics Holdings Limited, Annual General Meeting, Jul 22, 2024Valuetronics Holdings Limited, Annual General Meeting, Jul 22, 2024, at 10:00 Singapore Standard Time. Location: level 3, venus room ii & iii, furama riverfront, singapore, 405 havelock road, singapore 169633, SingaporeMajor Estimate Revision • Jun 04Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from HK$1.96b to HK$1.76b. EPS estimate fell from HK$0.404 to HK$0.399 per share. Net income forecast to grow 2.8% next year vs 38% growth forecast for Electronic industry in Singapore. Consensus price target up from S$0.63 to S$0.66. Share price was steady at S$0.64 over the past week.Declared Dividend • May 31Final dividend of HK$0.17 announcedShareholders will receive a dividend of HK$0.17. Ex-date: 8th August 2024 Payment date: 23rd August 2024 Dividend yield will be 29%, which is higher than the industry average of 5.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 9.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 30Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: HK$0.39 (up from HK$0.29 in FY 2023). Revenue: HK$1.67b (down 17% from FY 2023). Net income: HK$159.6m (up 30% from FY 2023). Profit margin: 9.6% (up from 6.1% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.9%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.New Risk • May 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • May 17Valuetronics Holdings Limited to Report Fiscal Year 2024 Results on May 29, 2024Valuetronics Holdings Limited announced that they will report fiscal year 2024 results Pre-Market on May 29, 2024Major Estimate Revision • Nov 17Consensus revenue estimates decrease by 15%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from HK$2.15b to HK$1.83b. EPS estimate increased from HK$0.315 to HK$0.378 per share. Net income forecast to grow 9.6% next year vs 35% growth forecast for Electronic industry in Singapore. Consensus price target up from S$0.58 to S$0.71. Share price was steady at S$0.56 over the past week.Upcoming Dividend • Nov 15Upcoming dividend of HK$0.08 per share at 4.4% yieldEligible shareholders must have bought the stock before 22 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Singaporean dividend payers (6.7%). Lower than average of industry peers (5.8%).Reported Earnings • Nov 14First half 2024 earnings released: EPS: HK$0.20 (vs HK$0.14 in 1H 2023)First half 2024 results: EPS: HK$0.20 (up from HK$0.14 in 1H 2023). Revenue: HK$891.3m (down 15% from 1H 2023). Net income: HK$82.1m (up 42% from 1H 2023). Profit margin: 9.2% (up from 5.5% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Oct 26Valuetronics Holdings Limited to Report Q2, 2024 Results on Nov 09, 2023Valuetronics Holdings Limited announced that they will report Q2, 2024 results Pre-Market on Nov 09, 2023Buying Opportunity • Aug 08Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be S$0.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings is also forecast to grow by 8.7% per annum over the same time period.Upcoming Dividend • Aug 01Upcoming dividend of HK$0.16 per share at 4.3% yieldEligible shareholders must have bought the stock before 08 August 2023. Payment date: 22 August 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Singaporean dividend payers (6.1%). Lower than average of industry peers (5.2%).お知らせ • Jul 23+ 1 more updateValuetronics Holdings Limited Announces Cessation of Tan Siok Chin as Independent Director, Lead Independent Director, Chairman of the Rc, Member of the Ac and Member of the NcValuetronics Holdings Limited announced cessation of Tan Siok Chin as Independent Director, Lead Independent Director, Chairman of the RC, member of the AC and member of the NC.Reported Earnings • Jul 01Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: HK$0.29 (up from HK$0.26 in FY 2022). Revenue: HK$2.01b (flat on FY 2022). Net income: HK$123.0m (up 8.3% from FY 2022). Profit margin: 6.1% (up from 5.6% in FY 2022). Revenue missed analyst estimates by 6.9%. Earnings per share (EPS) exceeded analyst estimates by 9.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jun 30Valuetronics Holdings Limited, Annual General Meeting, Jul 17, 2023Valuetronics Holdings Limited, Annual General Meeting, Jul 17, 2023, at 10:00 Singapore Standard Time. Location: Level 3, Venus Room I & II, Furama RiverFron 405 Havelock Road, Singapore Singapore Agenda: To receive and adopt the Report of the Directors and the Audited Financial Statements of the Company for the financial year ended 31 March 2023 together with the Auditors' Report thereon; to declare final dividend for the financial year ended 31 March 2023; to re-elect the Directors; to approve the payment of Directors' fees for the financial year ending 31 March 2024, to be paid quarterly in arrears at the end of each calendar quarter; to re-appoint PricewaterhouseCoopers LLP, as the Auditors of the Company to hold office until the conclusion of the next Annual General Meeting of the Company and to authorize the Directors to fix their remuneration; to consider authority to issue shares; to consider authority to allot and issue shares under the Valuetronics Employees Share Option Scheme and the Valuetronics Performance Share Plan; and to transact any other ordinary business which may be transacted at an Annual General Meeting.Major Estimate Revision • Jun 10Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from HK$2.31b to HK$2.18b. EPS estimate rose from HK$0.282 to HK$0.316. Net income forecast to grow 9.0% next year vs 26% growth forecast for Electronic industry in Singapore. Consensus price target up from S$0.51 to S$0.56. Share price was steady at S$0.55 over the past week.Reported Earnings • May 31Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: HK$0.29 (up from HK$0.26 in FY 2022). Revenue: HK$2.01b (flat on FY 2022). Net income: HK$123.0m (up 8.3% from FY 2022). Profit margin: 6.1% (up from 5.6% in FY 2022). Revenue missed analyst estimates by 6.9%. Earnings per share (EPS) exceeded analyst estimates by 9.0%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Buying Opportunity • May 31Now 20% undervaluedOver the last 90 days, the stock is up 1.9%. The fair value is estimated to be S$0.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 4.9% in the next 2 years.お知らせ • May 30+ 1 more updateValuetronics Holdings Limited Proposes Special Dividend for the Year Ended 31 March 2023, Payable on 22 August 2023Valuetronics Holdings Limited proposed special dividend for the year ended 31 March 2023 of HKD 0.06 per share. Ex-date is 8 August 2023. Members whose Securities Accounts with The Central Depository (Pte) Limited are credited with shares at 5.00 p.m. on 10 August 2023 will be entitled to the proposed special dividend. Payment of the proposed special dividend, if approved by shareholders at the Annual General Meeting to be held in July 2023, will be made on 22 August 2023.お知らせ • May 17Valuetronics Holdings Limited to Report Fiscal Year 2023 Results on May 30, 2023Valuetronics Holdings Limited announced that they will report fiscal year 2023 results at 9:00 AM, Singapore Standard Time on May 30, 2023Reported Earnings • Nov 16First half 2023 earnings released: EPS: HK$0.14 (vs HK$0.13 in 1H 2022)First half 2023 results: EPS: HK$0.14 (up from HK$0.13 in 1H 2022). Revenue: HK$1.05b (up 3.6% from 1H 2022). Net income: HK$57.9m (up 2.2% from 1H 2022). Profit margin: 5.5% (down from 5.6% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 13First half 2023 earnings released: EPS: HK$0.14 (vs HK$0.13 in 1H 2022)First half 2023 results: EPS: HK$0.14 (up from HK$0.13 in 1H 2022). Revenue: HK$1.05b (up 3.6% from 1H 2022). Net income: HK$57.9m (up 2.2% from 1H 2022). Profit margin: 5.5% (down from 5.6% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 14% per year.分析記事 • Oct 18Are Investors Undervaluing Valuetronics Holdings Limited (SGX:BN2) By 27%?Does the October share price for Valuetronics Holdings Limited ( SGX:BN2 ) reflect what it's really worth? Today, we...Buying Opportunity • Oct 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be S$0.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 7.2% per annum over the same time period.Buying Opportunity • Sep 02Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be S$0.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 7.2% per annum over the same time period.Upcoming Dividend • Aug 03Upcoming dividend of HK$0.10 per shareEligible shareholders must have bought the stock before 10 August 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Singaporean dividend payers (6.0%). In line with average of industry peers (4.7%).Reported Earnings • Jul 06Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: HK$0.26 (down from HK$0.43 in FY 2021). Revenue: HK$2.03b (down 11% from FY 2021). Net income: HK$113.5m (down 39% from FY 2021). Profit margin: 5.6% (down from 8.2% in FY 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the next year, revenue is forecast to grow 8.5%, compared to a 21% growth forecast for the industry in Singapore. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • May 29Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: HK$0.26 (down from HK$0.43 in FY 2021). Revenue: HK$2.03b (down 11% from FY 2021). Net income: HK$113.5m (down 39% from FY 2021). Profit margin: 5.6% (down from 8.2% in FY 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the next year, revenue is forecast to grow 12%, compared to a 21% growth forecast for the industry in Singapore. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Cheng Guan Loo was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 15Upcoming dividend of HK$0.04 per shareEligible shareholders must have bought the stock before 22 November 2021. Payment date: 03 December 2021. Trailing yield: 6.4%. Within top quartile of Singaporean dividend payers (5.2%). Higher than average of industry peers (3.9%).Reported Earnings • Nov 13First half 2022 earnings released: EPS HK$0.13 (vs HK$0.21 in 1H 2021)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2022 results: Revenue: HK$1.01b (down 7.3% from 1H 2021). Net income: HK$56.6m (down 38% from 1H 2021). Profit margin: 5.6% (down from 8.4% in 1H 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 5% per year.Reported Earnings • Jul 03Full year 2021 earnings released: EPS HK$0.43 (vs HK$0.41 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: HK$2.28b (down 3.1% from FY 2020). Net income: HK$187.1m (up 4.6% from FY 2020). Profit margin: 8.2% (up from 7.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 02Full year 2021 earnings released: EPS HK$0.43 (vs HK$0.41 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: HK$2.28b (down 3.1% from FY 2020). Net income: HK$187.1m (up 4.6% from FY 2020). Profit margin: 8.2% (up from 7.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 8% per year.分析記事 • Feb 28Does Valuetronics Holdings Limited (SGX:BN2) Have A Place In Your Dividend Portfolio?Dividend paying stocks like Valuetronics Holdings Limited ( SGX:BN2 ) tend to be popular with investors, and for good...分析記事 • Feb 10Should You Think About Buying Valuetronics Holdings Limited (SGX:BN2) Now?Valuetronics Holdings Limited ( SGX:BN2 ), might not be a large cap stock, but it saw a decent share price growth in...分析記事 • Jan 23Is Valuetronics Holdings (SGX:BN2) Likely To Turn Things Around?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Is New 90 Day High Low • Jan 08New 90-day high: S$0.60The company is up 6.0% from its price of S$0.57 on 09 October 2020. The Singaporean market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is S$0.33 per share.分析記事 • Jan 05Shareholders Of Valuetronics Holdings (SGX:BN2) Must Be Happy With Their 130% Total ReturnGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...分析記事 • Dec 18Valuetronics Holdings Limited's (SGX:BN2) Stock Has Fared Decently: Is the Market Following Strong Financials?Valuetronics Holdings' (SGX:BN2) stock up by 9.3% over the past three months. Since the market usually pay for a...分析記事 • Nov 30Should Valuetronics Holdings Limited (SGX:BN2) Be Part Of Your Dividend Portfolio?Could Valuetronics Holdings Limited (SGX:BN2) be an attractive dividend share to own for the long haul? Investors are...Major Estimate Revision • Nov 17Analysts increase EPS estimates to HK$0.35The 2021 consensus revenue estimate increased from HK$1.91b to HK$2.00b. The earnings per share estimate also received an upgrade from HK$0.31 to HK$0.35 for the same period. Net income is expected to shrink by 13% next year compared to 31% growth forecast for the Electronic industry in Singapore . The consensus price target was lowered from S$3.09 to S$3.08. Share price stayed mostly flat at S$0.57 over the past week.Reported Earnings • Nov 13First half 2021 earnings released: EPS HK$0.21The company reported a soft first half result with weaker earnings and revenues, although profit margins were improved. First half 2021 results: Revenue: HK$1.09b (down 20% from 1H 2020). Net income: HK$91.5m (down 12% from 1H 2020). Profit margin: 8.4% (up from 7.6% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.Is New 90 Day High Low • Nov 09New 90-day high: S$0.59The company is up 4.0% from its price of S$0.57 on 11 August 2020. The Singaporean market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is S$0.33 per share.株主還元BN2SG ElectronicSG 市場7D-2.0%-6.1%-0.2%1Y49.3%53.5%29.5%株主還元を見る業界別リターン: BN2過去 1 年間で53.5 % の収益を上げたSG Electronic業界を下回りました。リターン対市場: BN2過去 1 年間で29.5 % の収益を上げたSG市場を上回りました。価格変動Is BN2's price volatile compared to industry and market?BN2 volatilityBN2 Average Weekly Movement7.6%Electronic Industry Average Movement9.4%Market Average Movement6.1%10% most volatile stocks in SG Market14.5%10% least volatile stocks in SG Market2.7%安定した株価: BN2 、 SG市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: BN2の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1992n/aChong Hing Tsewww.valuetronics.com.hkバリュートロニクス・ホールディングスは投資持株会社で、総合電子機器製造サービス（EMS）を提供している。民生用電子機器（CE）と産業・商業用電子機器（ICE）の2つのセグメントで事業を展開している。同社は、スマート照明、プリンター、温度検知デバイス、テレコミュニケーション、自動車部品などのCEおよびICE製品のエレクトロニクス製造サービスを提供している。また、設計、エンジニアリング、製造、サプライチェーンサポートサービス、PCBAやボックスビルドアセンブリを含むOEM製造サービスも提供している。同社のエンジニアリングサービスには、機械設計、プラスチックツール設計、エレクトロニクス、RF、ソフトウェア設計、規制遵守エンジニアリングおよびテスト、製品テスト開発サービスが含まれる。製造サービスには、プラスチックツール製作と射出成形、プリント基板アセンブリ、サブアセンブリと完成品アセンブリ、信頼性エンジニアリングとテスト、品質システム、資材調達、オンサイトプログラム管理サービスが含まれる。同社のサプライチェーン・サポート・サービスには、最終目的地への製品出荷、製品のカスタマイズとドロップシッピング、スペアパーツの在庫と出荷、ダイレクト・フルフィルメント・プログラムなどがある。また、不動産の保有、貿易およびビジネスサービスの提供も行っている。自動車、通信・ネットワーク、産業、商業、省エネ、消費者分野の多国籍・中堅企業にサービスを提供している。同社は香港、米国、中華人民共和国、ポーランド、台湾、香港、オランダ、フランス、インドネシア、カナダ、韓国、ドイツ、ベトナム、および海外で事業を展開している。バリュートロニクス・ホールディングス・リミテッドは1992年に設立され、香港の沙田に本社を置いている。もっと見るValuetronics Holdings Limited 基礎のまとめValuetronics Holdings の収益と売上を時価総額と比較するとどうか。BN2 基礎統計学時価総額S$438.83m収益（TTM）S$28.25m売上高(TTM)S$278.43m15.5xPER（株価収益率1.6xP/SレシオBN2 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計BN2 損益計算書（TTM）収益HK$1.70b売上原価HK$1.40b売上総利益HK$306.22mその他の費用HK$133.39m収益HK$172.84m直近の収益報告Sep 30, 2025次回決算日May 28, 2026一株当たり利益（EPS）0.39グロス・マージン17.98%純利益率10.15%有利子負債／自己資本比率0%BN2 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.4%現在の配当利回り35%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 09:17終値2026/05/20 00:00収益2025/09/30年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Valuetronics Holdings Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Siew Khee LimCGS InternationalWei Le ChungDBS Bank LtdPaul ChewPhillip Securities Pte Ltd6 その他のアナリストを表示
お知らせ • May 12Valuetronics Holdings Limited to Report Fiscal Year 2026 Results on May 28, 2026Valuetronics Holdings Limited announced that they will report fiscal year 2026 results at 9:00 AM, Singapore Standard Time on May 28, 2026
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to S$1.18, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Electronic industry in Singapore. Total returns to shareholders of 178% over the past three years.
Declared Dividend • Nov 16First half dividend of HK$0.08 announcedShareholders will receive a dividend of HK$0.08. Ex-date: 24th November 2025 Payment date: 5th December 2025 Dividend yield will be 13%, which is higher than the industry average of 5.6%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 12+ 1 more updateValuetronics Holdings Limited Declares Special Interim Dividend for the Six Months Ended 30 September 2025, Payable on December 5, 2025The Board of Directors of Valuetronics Holdings Limited has declared a special interim dividend of 4.0 Hong Kong cents per share for the Six Months Ended 30 September 2025. The special dividend will be paid on 5 December 2025. The Share Transfer Books and Register of Members of the Company will be closed on 26 November 2025 for the preparation of dividend warrants.
お知らせ • Oct 28Valuetronics Holdings Limited to Report First Half, 2026 Results on Nov 12, 2025Valuetronics Holdings Limited announced that they will report first half, 2026 results on Nov 12, 2025
分析記事 • Sep 11Getting In Cheap On Valuetronics Holdings Limited (SGX:BN2) Is UnlikelyIt's not a stretch to say that Valuetronics Holdings Limited's ( SGX:BN2 ) price-to-earnings (or "P/E") ratio of 12.4x...
お知らせ • May 12Valuetronics Holdings Limited to Report Fiscal Year 2026 Results on May 28, 2026Valuetronics Holdings Limited announced that they will report fiscal year 2026 results at 9:00 AM, Singapore Standard Time on May 28, 2026
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 16%After last week's 16% share price gain to S$1.18, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Electronic industry in Singapore. Total returns to shareholders of 178% over the past three years.
Declared Dividend • Nov 16First half dividend of HK$0.08 announcedShareholders will receive a dividend of HK$0.08. Ex-date: 24th November 2025 Payment date: 5th December 2025 Dividend yield will be 13%, which is higher than the industry average of 5.6%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 12+ 1 more updateValuetronics Holdings Limited Declares Special Interim Dividend for the Six Months Ended 30 September 2025, Payable on December 5, 2025The Board of Directors of Valuetronics Holdings Limited has declared a special interim dividend of 4.0 Hong Kong cents per share for the Six Months Ended 30 September 2025. The special dividend will be paid on 5 December 2025. The Share Transfer Books and Register of Members of the Company will be closed on 26 November 2025 for the preparation of dividend warrants.
お知らせ • Oct 28Valuetronics Holdings Limited to Report First Half, 2026 Results on Nov 12, 2025Valuetronics Holdings Limited announced that they will report first half, 2026 results on Nov 12, 2025
分析記事 • Sep 11Getting In Cheap On Valuetronics Holdings Limited (SGX:BN2) Is UnlikelyIt's not a stretch to say that Valuetronics Holdings Limited's ( SGX:BN2 ) price-to-earnings (or "P/E") ratio of 12.4x...
お知らせ • Aug 25+ 1 more updateValuetronics Holdings Limited Approves Final Dividend for the Financial Year Ended March 31, 2025, Payable August 22, 2025Valuetronics Holdings Limited at its Annual General Meeting held on 28 July 2025, approved the payment of a final dividend of 11 cents per share tax not applicable, for the financial year ended 31 March 2025. If approved, the dividends would be paid on 22 August 2025.
Upcoming Dividend • Aug 01Upcoming dividend of HK$0.19 per shareEligible shareholders must have bought the stock before 08 August 2025. Payment date: 22 August 2025. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 5.7%. Within top quartile of Singaporean dividend payers (5.6%). Lower than average of industry peers (6.4%).
Reported Earnings • Jul 12Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: HK$0.42 (up from HK$0.39 in FY 2024). Revenue: HK$1.73b (up 3.5% from FY 2024). Net income: HK$170.4m (up 6.8% from FY 2024). Profit margin: 9.9% (in line with FY 2024). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Jul 09+ 2 more updatesValuetronics Holdings Limited, Annual General Meeting, Jul 28, 2025Valuetronics Holdings Limited, Annual General Meeting, Jul 28, 2025, at 10:00 Singapore Standard Time. Location: level 3 venus room i, furama riverfront, singapore,405 havelock road, singapore 169633, Singapore
分析記事 • Jun 01Valuetronics Holdings Limited (SGX:BN2) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?It's been a good week for Valuetronics Holdings Limited ( SGX:BN2 ) shareholders, because the company has just released...
Declared Dividend • May 31Final dividend of HK$0.19 announcedShareholders will receive a dividend of HK$0.19. Ex-date: 8th August 2025 Payment date: 22nd August 2025 Dividend yield will be 29%, which is higher than the industry average of 5.6%. Sustainability & Growth The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time.
Reported Earnings • May 29Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: HK$0.42 (up from HK$0.39 in FY 2024). Revenue: HK$1.73b (up 3.5% from FY 2024). Net income: HK$170.4m (up 6.8% from FY 2024). Profit margin: 9.9% (in line with FY 2024). Revenue missed analyst estimates by 2.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13Valuetronics Holdings Limited to Report Fiscal Year 2025 Results on May 28, 2025Valuetronics Holdings Limited announced that they will report fiscal year 2025 results Pre-Market on May 28, 2025
Declared Dividend • Nov 18First half dividend of HK$0.08 announcedShareholders will receive a dividend of HK$0.08. Ex-date: 25th November 2024 Payment date: 6th December 2024 Dividend yield will be 17%, which is higher than the industry average of 5.6%. Sustainability & Growth Dividend is covered by earnings (32% earnings payout ratio) but not covered by cash flows (119% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 31Valuetronics Holdings Limited to Report First Half, 2025 Results on Nov 13, 2024Valuetronics Holdings Limited announced that they will report first half, 2025 results on Nov 13, 2024
お知らせ • Aug 19Valuetronics Holdings Limited Announces Executive ChangesThe Board of Directors of Valuetronics Holdings Limited announced that the Company: has accepted the resignations of Ms Hazel Chia Luang Chew and Ms Shirley Lim Keng San as Joint Company Secretaries with effect from 19 August 2024; and has appointed Cheng Lisa and Yoo Loo Ping as Joint Company Secretaries of Company with effect from 19 August 2024. The Board of Directors take this opportunity to thank Ms Chia and Ms Lim for their past services to the Company.
お知らせ • Aug 16+ 1 more updateValuetronics Holdings Limited Approves Special Dividend for the Financial Year Ended 31 March 2024, Payable on 23 August 2024Valuetronics Holdings Limited announced at the AGM held on July 22, 2024, approved special dividend of HK8 cents per share, tax not applicable, for the financial year ended 31 March 2024. If approved, the dividends would be paid on 23 August 2024.
Upcoming Dividend • Aug 01Upcoming dividend of HK$0.17 per shareEligible shareholders must have bought the stock before 08 August 2024. Payment date: 23 August 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 6.6%. Within top quartile of Singaporean dividend payers (6.3%). Higher than average of industry peers (5.9%).
Reported Earnings • Jul 05Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: HK$0.39 (up from HK$0.29 in FY 2023). Revenue: HK$1.67b (down 17% from FY 2023). Net income: HK$159.6m (up 30% from FY 2023). Profit margin: 9.6% (up from 6.1% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.9%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Jul 04Valuetronics Holdings Limited, Annual General Meeting, Jul 22, 2024Valuetronics Holdings Limited, Annual General Meeting, Jul 22, 2024, at 10:00 Singapore Standard Time. Location: level 3, venus room ii & iii, furama riverfront, singapore, 405 havelock road, singapore 169633, Singapore
Major Estimate Revision • Jun 04Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from HK$1.96b to HK$1.76b. EPS estimate fell from HK$0.404 to HK$0.399 per share. Net income forecast to grow 2.8% next year vs 38% growth forecast for Electronic industry in Singapore. Consensus price target up from S$0.63 to S$0.66. Share price was steady at S$0.64 over the past week.
Declared Dividend • May 31Final dividend of HK$0.17 announcedShareholders will receive a dividend of HK$0.17. Ex-date: 8th August 2024 Payment date: 23rd August 2024 Dividend yield will be 29%, which is higher than the industry average of 5.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 9.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 30Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: HK$0.39 (up from HK$0.29 in FY 2023). Revenue: HK$1.67b (down 17% from FY 2023). Net income: HK$159.6m (up 30% from FY 2023). Profit margin: 9.6% (up from 6.1% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 8.9%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year.
New Risk • May 26New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • May 17Valuetronics Holdings Limited to Report Fiscal Year 2024 Results on May 29, 2024Valuetronics Holdings Limited announced that they will report fiscal year 2024 results Pre-Market on May 29, 2024
Major Estimate Revision • Nov 17Consensus revenue estimates decrease by 15%, EPS upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from HK$2.15b to HK$1.83b. EPS estimate increased from HK$0.315 to HK$0.378 per share. Net income forecast to grow 9.6% next year vs 35% growth forecast for Electronic industry in Singapore. Consensus price target up from S$0.58 to S$0.71. Share price was steady at S$0.56 over the past week.
Upcoming Dividend • Nov 15Upcoming dividend of HK$0.08 per share at 4.4% yieldEligible shareholders must have bought the stock before 22 November 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of Singaporean dividend payers (6.7%). Lower than average of industry peers (5.8%).
Reported Earnings • Nov 14First half 2024 earnings released: EPS: HK$0.20 (vs HK$0.14 in 1H 2023)First half 2024 results: EPS: HK$0.20 (up from HK$0.14 in 1H 2023). Revenue: HK$891.3m (down 15% from 1H 2023). Net income: HK$82.1m (up 42% from 1H 2023). Profit margin: 9.2% (up from 5.5% in 1H 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 26Valuetronics Holdings Limited to Report Q2, 2024 Results on Nov 09, 2023Valuetronics Holdings Limited announced that they will report Q2, 2024 results Pre-Market on Nov 09, 2023
Buying Opportunity • Aug 08Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be S$0.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years. Earnings per share has declined by 17%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings is also forecast to grow by 8.7% per annum over the same time period.
Upcoming Dividend • Aug 01Upcoming dividend of HK$0.16 per share at 4.3% yieldEligible shareholders must have bought the stock before 08 August 2023. Payment date: 22 August 2023. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Singaporean dividend payers (6.1%). Lower than average of industry peers (5.2%).
お知らせ • Jul 23+ 1 more updateValuetronics Holdings Limited Announces Cessation of Tan Siok Chin as Independent Director, Lead Independent Director, Chairman of the Rc, Member of the Ac and Member of the NcValuetronics Holdings Limited announced cessation of Tan Siok Chin as Independent Director, Lead Independent Director, Chairman of the RC, member of the AC and member of the NC.
Reported Earnings • Jul 01Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: HK$0.29 (up from HK$0.26 in FY 2022). Revenue: HK$2.01b (flat on FY 2022). Net income: HK$123.0m (up 8.3% from FY 2022). Profit margin: 6.1% (up from 5.6% in FY 2022). Revenue missed analyst estimates by 6.9%. Earnings per share (EPS) exceeded analyst estimates by 9.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 30Valuetronics Holdings Limited, Annual General Meeting, Jul 17, 2023Valuetronics Holdings Limited, Annual General Meeting, Jul 17, 2023, at 10:00 Singapore Standard Time. Location: Level 3, Venus Room I & II, Furama RiverFron 405 Havelock Road, Singapore Singapore Agenda: To receive and adopt the Report of the Directors and the Audited Financial Statements of the Company for the financial year ended 31 March 2023 together with the Auditors' Report thereon; to declare final dividend for the financial year ended 31 March 2023; to re-elect the Directors; to approve the payment of Directors' fees for the financial year ending 31 March 2024, to be paid quarterly in arrears at the end of each calendar quarter; to re-appoint PricewaterhouseCoopers LLP, as the Auditors of the Company to hold office until the conclusion of the next Annual General Meeting of the Company and to authorize the Directors to fix their remuneration; to consider authority to issue shares; to consider authority to allot and issue shares under the Valuetronics Employees Share Option Scheme and the Valuetronics Performance Share Plan; and to transact any other ordinary business which may be transacted at an Annual General Meeting.
Major Estimate Revision • Jun 10Consensus EPS estimates increase by 12%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from HK$2.31b to HK$2.18b. EPS estimate rose from HK$0.282 to HK$0.316. Net income forecast to grow 9.0% next year vs 26% growth forecast for Electronic industry in Singapore. Consensus price target up from S$0.51 to S$0.56. Share price was steady at S$0.55 over the past week.
Reported Earnings • May 31Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: HK$0.29 (up from HK$0.26 in FY 2022). Revenue: HK$2.01b (flat on FY 2022). Net income: HK$123.0m (up 8.3% from FY 2022). Profit margin: 6.1% (up from 5.6% in FY 2022). Revenue missed analyst estimates by 6.9%. Earnings per share (EPS) exceeded analyst estimates by 9.0%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Buying Opportunity • May 31Now 20% undervaluedOver the last 90 days, the stock is up 1.9%. The fair value is estimated to be S$0.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years. Earnings per share has declined by 17%. Revenue is forecast to grow by 22% in 2 years. Earnings is forecast to grow by 4.9% in the next 2 years.
お知らせ • May 30+ 1 more updateValuetronics Holdings Limited Proposes Special Dividend for the Year Ended 31 March 2023, Payable on 22 August 2023Valuetronics Holdings Limited proposed special dividend for the year ended 31 March 2023 of HKD 0.06 per share. Ex-date is 8 August 2023. Members whose Securities Accounts with The Central Depository (Pte) Limited are credited with shares at 5.00 p.m. on 10 August 2023 will be entitled to the proposed special dividend. Payment of the proposed special dividend, if approved by shareholders at the Annual General Meeting to be held in July 2023, will be made on 22 August 2023.
お知らせ • May 17Valuetronics Holdings Limited to Report Fiscal Year 2023 Results on May 30, 2023Valuetronics Holdings Limited announced that they will report fiscal year 2023 results at 9:00 AM, Singapore Standard Time on May 30, 2023
Reported Earnings • Nov 16First half 2023 earnings released: EPS: HK$0.14 (vs HK$0.13 in 1H 2022)First half 2023 results: EPS: HK$0.14 (up from HK$0.13 in 1H 2022). Revenue: HK$1.05b (up 3.6% from 1H 2022). Net income: HK$57.9m (up 2.2% from 1H 2022). Profit margin: 5.5% (down from 5.6% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 13First half 2023 earnings released: EPS: HK$0.14 (vs HK$0.13 in 1H 2022)First half 2023 results: EPS: HK$0.14 (up from HK$0.13 in 1H 2022). Revenue: HK$1.05b (up 3.6% from 1H 2022). Net income: HK$57.9m (up 2.2% from 1H 2022). Profit margin: 5.5% (down from 5.6% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Asia. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 14% per year.
分析記事 • Oct 18Are Investors Undervaluing Valuetronics Holdings Limited (SGX:BN2) By 27%?Does the October share price for Valuetronics Holdings Limited ( SGX:BN2 ) reflect what it's really worth? Today, we...
Buying Opportunity • Oct 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 3.8%. The fair value is estimated to be S$0.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 7.2% per annum over the same time period.
Buying Opportunity • Sep 02Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be S$0.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings is also forecast to grow by 7.2% per annum over the same time period.
Upcoming Dividend • Aug 03Upcoming dividend of HK$0.10 per shareEligible shareholders must have bought the stock before 10 August 2022. Payment date: 23 August 2022. Payout ratio is a comfortable 54% but the company is not cash flow positive. Trailing yield: 4.6%. Lower than top quartile of Singaporean dividend payers (6.0%). In line with average of industry peers (4.7%).
Reported Earnings • Jul 06Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: HK$0.26 (down from HK$0.43 in FY 2021). Revenue: HK$2.03b (down 11% from FY 2021). Net income: HK$113.5m (down 39% from FY 2021). Profit margin: 5.6% (down from 8.2% in FY 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the next year, revenue is forecast to grow 8.5%, compared to a 21% growth forecast for the industry in Singapore. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 29Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: HK$0.26 (down from HK$0.43 in FY 2021). Revenue: HK$2.03b (down 11% from FY 2021). Net income: HK$113.5m (down 39% from FY 2021). Profit margin: 5.6% (down from 8.2% in FY 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 6.5%. Over the next year, revenue is forecast to grow 12%, compared to a 21% growth forecast for the industry in Singapore. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Cheng Guan Loo was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 15Upcoming dividend of HK$0.04 per shareEligible shareholders must have bought the stock before 22 November 2021. Payment date: 03 December 2021. Trailing yield: 6.4%. Within top quartile of Singaporean dividend payers (5.2%). Higher than average of industry peers (3.9%).
Reported Earnings • Nov 13First half 2022 earnings released: EPS HK$0.13 (vs HK$0.21 in 1H 2021)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2022 results: Revenue: HK$1.01b (down 7.3% from 1H 2021). Net income: HK$56.6m (down 38% from 1H 2021). Profit margin: 5.6% (down from 8.4% in 1H 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 5% per year.
Reported Earnings • Jul 03Full year 2021 earnings released: EPS HK$0.43 (vs HK$0.41 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: HK$2.28b (down 3.1% from FY 2020). Net income: HK$187.1m (up 4.6% from FY 2020). Profit margin: 8.2% (up from 7.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 02Full year 2021 earnings released: EPS HK$0.43 (vs HK$0.41 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: HK$2.28b (down 3.1% from FY 2020). Net income: HK$187.1m (up 4.6% from FY 2020). Profit margin: 8.2% (up from 7.6% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 8% per year.
分析記事 • Feb 28Does Valuetronics Holdings Limited (SGX:BN2) Have A Place In Your Dividend Portfolio?Dividend paying stocks like Valuetronics Holdings Limited ( SGX:BN2 ) tend to be popular with investors, and for good...
分析記事 • Feb 10Should You Think About Buying Valuetronics Holdings Limited (SGX:BN2) Now?Valuetronics Holdings Limited ( SGX:BN2 ), might not be a large cap stock, but it saw a decent share price growth in...
分析記事 • Jan 23Is Valuetronics Holdings (SGX:BN2) Likely To Turn Things Around?Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Is New 90 Day High Low • Jan 08New 90-day high: S$0.60The company is up 6.0% from its price of S$0.57 on 09 October 2020. The Singaporean market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is S$0.33 per share.
分析記事 • Jan 05Shareholders Of Valuetronics Holdings (SGX:BN2) Must Be Happy With Their 130% Total ReturnGenerally speaking the aim of active stock picking is to find companies that provide returns that are superior to the...
分析記事 • Dec 18Valuetronics Holdings Limited's (SGX:BN2) Stock Has Fared Decently: Is the Market Following Strong Financials?Valuetronics Holdings' (SGX:BN2) stock up by 9.3% over the past three months. Since the market usually pay for a...
分析記事 • Nov 30Should Valuetronics Holdings Limited (SGX:BN2) Be Part Of Your Dividend Portfolio?Could Valuetronics Holdings Limited (SGX:BN2) be an attractive dividend share to own for the long haul? Investors are...
Major Estimate Revision • Nov 17Analysts increase EPS estimates to HK$0.35The 2021 consensus revenue estimate increased from HK$1.91b to HK$2.00b. The earnings per share estimate also received an upgrade from HK$0.31 to HK$0.35 for the same period. Net income is expected to shrink by 13% next year compared to 31% growth forecast for the Electronic industry in Singapore . The consensus price target was lowered from S$3.09 to S$3.08. Share price stayed mostly flat at S$0.57 over the past week.
Reported Earnings • Nov 13First half 2021 earnings released: EPS HK$0.21The company reported a soft first half result with weaker earnings and revenues, although profit margins were improved. First half 2021 results: Revenue: HK$1.09b (down 20% from 1H 2020). Net income: HK$91.5m (down 12% from 1H 2020). Profit margin: 8.4% (up from 7.6% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 17% per year, which means it is performing significantly worse than earnings.
Is New 90 Day High Low • Nov 09New 90-day high: S$0.59The company is up 4.0% from its price of S$0.57 on 11 August 2020. The Singaporean market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is S$0.33 per share.
