$Addvalue Tech(A31.SG)Sell on news……. The syndicates have pumped and dumped again and again.
The stock is simply overvalued. Just like SpaceX.
Sell more, let it crash so that investors can buy cheap.
Addvalue Tech
A31----
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- M
$Addvalue Tech(A31.SG)Sell down begins after huge profit gains by the syndicates.
Please sell down more so that retails can scoop up at $0.14 or below.
- T
FeaturedMaybank’s BUY Case for Addvalue Rests on a Viasat Deal. My Screen Runs on a Different Number Entire
Maybank’s BUY Case for Addvalue Rests on a Viasat Deal. My Screen Runs on a Different Number Entirely.Third-party validation from a US partner and a zero-dividend balance sheet are two different quest...
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Stock Safety AuditAnalyst Ratings Review - TFeatured
$Addvalue Tech(A31.SG) Iggy's Journal: A Great Growth Story That Answers the Wrong Question
8 September 2026, PM
Podcast Release
New video's up on Addvalue Technologies, and this one's a genuinely interesting split. Revenue up 60%, profit up 147%, balance sheet cleaner than it's been in years, net cash, zero debt. By almost any growth measure, this is a good year for the company. And none of that changes the fact that Addvalue has paid zero dividend since it listed back in 2000, with no signal of starting now.
Maybank's BUY call on this one leans on Viasat converting into multi-year US defence contracts, a real growth thesis. My Ledger runs on a different question entirely, whether the yield is there to support income, and on that measure this lands as Zone 5, Red Zone, Not an Income Vehicle. Worth being precise about what that actually means here, it's not a distress signal, the underlying business is structurally sound. It's a mismatch between what this stock is built to do and what a retirement drawdown portfolio actually needs from it.
My Personal Take
Genuinely like the growth story here, that's not sarcasm, 147% profit growth with a fortress balance sheet is rare and worth respecting. But I keep seeing CPF and SRS holders get pulled toward names like this because the growth numbers are exciting, and exciting isn't the same question as "will this fund my retirement." Those are two completely different portfolios asking two completely different questions. Worth the watch if you've been eyeing this one for the Viasat story and haven't stopped to ask which portfolio it actually belongs in.
📺 YouTube: https://youtu.be/4HEASfY7Vak
📩 Substack: https://investingiguana.com/p/maybanks-buy-case-for-addvalue-rests
Not financial advice. Iggy's Forensic Compliance Standards apply.
Cheers, Iggy 🦖
Maybank's BUY Case for Addvalue Rests on a Viasat Deal. My Screen Runs on a Different Number 🦖
🟢 Third-party validation from a US partner and a zero-dividend balance sheet are two different questions. Only one of them decides if this belongs anywhere ...
YouTubeAnalyst Ratings Review - T
Iggy's Journal: A Small SGX Name With a Big Satellite Partner
5 September 2026, PM
Analyst Rating
Maybank Research reiterated a BUY call on Addvalue Technologies (A31), unchanged target price 34 cents, based on 30 times FY27 forecast price to sales. The call is built on two new orders totalling US$5.0 million, US$2.8 million for its Inter-Satellite Data Relay System products and US$2.2 million for its Advanced Digital Radio System products, the latter covering both design work and repeat supply to defence-technology customers. Addvalue's reported orderbook now stands at US$20.2 million.
The bigger story behind the number is the Viasat partnership. Viasat plans to fold Addvalue's satellite relay terminals into its HaloNet portfolio for US government and government-supplier opportunities, with Addvalue as the lead US-facing provider. Maybank reads this as third-party validation of Addvalue's technology and a possible path to longer, recurring US space-programme orders, potentially including NASA-adjacent work. Worth being precise here, that specific customer exposure is Maybank's own expectation, not a signed Addvalue contract. The whole bullish case leans on orders that haven't been booked yet, so timing, margins and actual cash conversion on that US$20.2 million figure are the things to watch as this plays out.
My Personal Take
Not going to lie, the Viasat name attached to a small SGX satellite-comms player got my attention faster than most analyst notes do. Addvalue's not one I've run a proper forensic screen on yet, no zone call from me on this one today, just relaying what Maybank's saying. But given how much this name has been coming up in the news lately, I'm going to put together a full audit on it, not a quick take like this one, the real numbers on cash burn, order conversion and how much of that US$20.2 million actually turns into revenue this year. Let the numbers speak on this one once I've actually pulled them. Watch this space.
Cheers, Iggy 🦖
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