View ValuationValuetronics Holdings 将来の成長Future 基準チェック /26Valuetronics Holdingsは、6.8%と3.1%でそれぞれ年率6.8%で利益と収益が成長すると予測される一方、EPSはgrowで6.6%年率。主要情報6.8%収益成長率6.64%EPS成長率Electronic 収益成長9.0%収益成長率3.1%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日11 Dec 2025今後の成長に関する最新情報分析記事 • 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...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.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.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.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.すべての更新を表示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.業績と収益の成長予測SGX:BN2 - アナリストの将来予測と過去の財務データ ( )HKD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20281,806202N/A25313/31/20271,826196N/A24223/31/20261,718179N/A21929/30/20251,704173-9195N/A6/30/20251,716172-14202N/A3/31/20251,729170-20208N/A12/31/20241,68516933176N/A9/30/20241,64116886144N/A6/30/20241,655164149189N/A3/31/20241,670160213234N/A12/31/20231,762153221244N/A9/30/20231,853147230254N/A6/30/20231,934135197226N/A3/31/20232,014123164198N/A12/31/20222,039119151191N/A9/30/20222,064115139184N/A6/30/20222,0461141887N/A3/31/20222,027114-103-11N/A12/31/20212,114133-1067N/A9/30/20212,201152-10824N/A6/30/20212,2411705119N/A3/31/20212,282187118213N/A12/31/20202,182177145242N/A9/30/20202,082166171271N/A6/30/20202,248177235320N/A3/31/20202,354179243328N/A12/31/20192,540187377437N/A9/30/20192,776210325370N/A6/30/20192,779198N/A389N/A3/31/20192,829199N/A404N/A12/31/20182,794201N/A242N/A9/30/20182,853199N/A277N/A6/30/20182,862206N/A129N/A3/31/20182,854205N/A64N/A12/31/20172,846201N/A149N/A9/30/20172,645186N/A132N/A6/30/20172,493173N/A136N/A3/31/20172,275154N/A161N/A12/31/20162,081140N/A61N/A9/30/20161,927122N/A205N/A6/30/20161,880117N/A277N/A3/31/20161,953120N/A289N/A12/31/20152,090131N/A342N/A9/30/20152,252145N/A274N/A6/30/20152,353149N/A271N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BN2の予測収益成長率 (年間6.8% ) は 貯蓄率 ( 2.6% ) を上回っています。収益対市場: BN2の収益 ( 6.8% ) はSG市場 ( 6% ) よりも速いペースで成長すると予測されています。高成長収益: BN2の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: BN2の収益 ( 3.1% ) SG市場 ( 5.3% ) よりも低い成長が予測されています。高い収益成長: BN2の収益 ( 3.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BN2の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance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2026/05/21 10:16終値2026/05/21 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
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...
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.
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.
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.
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.
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.