Equity Field Notes from temporal sources

[DanWebzster]

VTKLY is a HongKong-based producer of consumer electronics in 3 segments:
1) Electronic Toys
2) Consumer and business phones
3) Baby monitors

Historically 65% of Gross Profit comes from toys.

Next earnings report will be 11/20

The Fisher-Price division exceeded expectations in their recent earnings report. It seems to be the fulcrum of MAT turnaround
ambitions.

Even if the other 2 segments decline by as much as 36% in 2020, VTKLY overall gross profit would decline in the 12-15% range.

If the lock-down baby phenomenon is real, Baby Monitors may outperform in 2021.

Seasonality for this stock is typically good during Q4

If one is looking to diversify away from American equities, this may be a good choice.