View ValuationValuetronics Holdings 향후 성장Future 기준 점검 2/6Valuetronics Holdings은 연간 수입과 매출이 각각 6.8%와 3.1% 증가할 것으로 예상되고 EPS는 연간 6.6%만큼 증가할 것으로 예상됩니다.핵심 정보6.8%이익 성장률6.64%EPS 성장률Electronic 이익 성장9.0%매출 성장률3.1%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트11 Dec 2025최근 향후 성장 업데이트분석 기사 • 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.모든 업데이트 보기Recent updates공시 • 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.공시 • 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.공시 • 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, 2025분석 기사 • 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...공시 • 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.공시 • 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, Singapore분석 기사 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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.공시 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.이익 및 매출 성장 예측SGX:BN2 - 애널리스트 향후 추정치 및 과거 재무 데이터 (HKD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/20281,806202N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BN2 의 연간 예상 수익 증가율(6.8%)이 saving rate(2.6%)보다 높습니다.수익 vs 시장: BN2 의 연간 수익(6.8%)이 SG 시장(6.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: BN2 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: BN2 의 수익(연간 3.1%)이 SG 시장(연간 5.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: BN2 의 수익(연간 3.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BN2의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/20 04:55종가2026/05/20 00:00수익2025/09/30연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Valuetronics Holdings Limited는 9명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Siew Khee LimCGS InternationalWei Le ChungDBS Bank LtdPaul ChewPhillip Securities Pte Ltd6명의 분석가 더 보기
분석 기사 • 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.
공시 • 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.
공시 • 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.
공시 • 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
분석 기사 • 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...
공시 • 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.
공시 • 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
분석 기사 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.