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Latest Posts By tongphlp
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| 19-May-2026 18:40 |
ASTI
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Time To Change
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anybody' s guess...
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| 19-May-2026 16:44 |
DBS
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wait....to reach such a great height, can' t forget Piyush the important man...he laid a good foundation? or maybe no? haha..
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| 19-May-2026 16:37 |
Hong Leong Asia
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Hong Leong Asia
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not to worry, sgx has eqdp to the rescue
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| 19-May-2026 16:31 |
Venture
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2022 Venture Corporation - A Year Of Recovery
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a lenghty article...if no time, just head straight to conclusion to get the vibes.. 16.05.2026 - 07:08:28 | ad-hoc-news.de Venture Corp Ltd recently reported lower quarterly earnings and cautious guidance, putting the Singapore?listed electronics manufacturer back on the radar of global and US investors who follow Asian technology supply chains. ![]() Venture Corp Ltd, a Singapore-based technology and electronics manufacturing services provider, has come back into focus after its latest quarterly results showed weaker earnings and cautious commentary on demand across key end markets. The company reported a year-on-year decline in profit for the first quarter of 2026 and signaled that customers in several segments remain conservative on orders, according to a results release published in late April 2026 on its investor relations website and coverage by local financial media such as The Business Times as of 04/26/2026 and 04/27/2026 respectively (Venture investor update as of 04/26/2026, Business Times coverage as of 04/27/2026). As of: 16.05.2026 By the editorial team &ndash specialized in equity coverage. At a glance
Venture&rsquo s latest quarterly filing, covering the three months ended March 31, 2026, showed that net profit declined compared with the same period a year earlier, while revenue was broadly stable to slightly lower as some customers adjusted inventories and delayed new product ramps, according to the company&rsquo s presentation and a summary by Singapore Exchange company news as of 04/26/2026 (Venture financial results as of 04/26/2026, SGX announcements as of 04/26/2026). The company emphasized ongoing cost discipline and selective investments in automation, but it also highlighted that visibility on second-half demand remains limited. Local press noted that the softer first-quarter performance followed already cautious trends in 2025, when full-year revenue and earnings moderated from prior peaks amid a broad slowdown in electronics demand and tighter customer inventory management, according to results summaries published in February 2026 for the 2025 financial year (Venture annual report as of 02/23/2026, Business Times report as of 02/24/2026). Against this backdrop, the first-quarter numbers and tone from management are being watched closely by investors who look to Venture as a bellwether for parts of the Asian industrial and technology supply chains. On the market side, Venture shares have experienced bouts of volatility in 2026, moving in response to earnings news, macroeconomic data and sentiment toward the broader technology hardware and manufacturing complex. For example, the stock traded in the mid?S$17 range on the Singapore Exchange in mid?May 2026, down from higher levels seen earlier in the year, according to recent pricing data compiled by SGinvestors and the Singapore Exchange as of 05/15/2026 (SGinvestors data as of 05/15/2026, SGX market data as of 05/15/2026). Daily moves around results and macro headlines have drawn attention from global investors, including US-based funds with exposure to Asian manufacturing. Venture Corp Ltd: core business modelVenture&rsquo s business model centers on providing electronics manufacturing services combined with design, engineering and supply-chain solutions for global technology companies. The group positions itself not only as a contract manufacturer but also as a partner that can co-develop products, integrate complex systems and help customers manage their production footprints across regions, according to its corporate profile and investor materials published on its website as of 03/30/2026 (Venture corporate overview as of 03/30/2026). Operating through multiple business units, Venture serves customers in life science and medical devices, instrumentation and test equipment, printing and imaging, communications, networking, retail systems and industrial applications. This diversification is designed to help smooth out demand cycles in any single vertical and to position the company across both consumer-related and industrial segments, based on descriptions in its segment reporting for the 2025 financial year and past annual reports released in February 2025 and February 2026 (Venture annual report as of 02/23/2026). The company integrates engineering teams, production facilities and supply-chain management systems in Singapore, Malaysia and other Asian locations. These capabilities allow Venture to support customers from early product design, including prototyping and testing, through volume production and after-sales services such as repair and refurbishment, according to descriptions in its manufacturing services overview on the corporate site as of 03/30/2026 (Venture business overview as of 03/30/2026). Venture has historically emphasized long-term partnerships with blue-chip clients rather than short-term, transaction-based relationships. In public statements and prior annual reports, management has highlighted multi-year collaborations, co-location of teams and joint development arrangements as key features of its business model, arguing that this approach supports higher value-added activities and differentiation compared with purely cost-driven contract manufacturing, according to the 2024 and 2025 annual reports released in February 2025 and February 2026 (Venture annual report as of 02/23/2026). From a financial perspective, Venture aims to balance stable cash generation with regular shareholder returns, including dividends. While specific payout figures vary by year and are guided by earnings and capital needs, the group has maintained a track record of annual dividend payments, as noted in its dividend history and investor updates covering the 2023&ndash 2025 financial years, published between February 2024 and February 2026 (Venture dividend history as of 02/23/2026). Main revenue and product drivers for Venture Corp LtdVenture&rsquo s revenue is generated primarily from providing manufacturing and integrated technology solutions for a broad suite of electronic products. In its 2025 annual report, the company highlighted life science and healthcare equipment, test and measurement instruments, printing and imaging systems, networking and communications hardware, as well as retail and industrial devices as important contributors to its top line for the year ended December 31, 2025, according to disclosures released in February 2026 (Venture annual report as of 02/23/2026). Within life science and healthcare, Venture manufactures and assembles equipment used in laboratories, diagnostics and medical environments. These products tend to be complex, with strict quality control requirements and regulatory considerations, which can support longer product cycles and potentially more stable demand compared to purely consumer-facing electronics. The company&rsquo s materials describe this segment as strategically important given demographic trends and the demand for healthcare technologies worldwide, particularly in North America, Europe and Asia-Pacific, according to its 2025 annual report and segment commentary as of 02/23/2026 (Venture 2025 segment review as of 02/23/2026). The test and measurement and instrumentation category is another key driver, where Venture supports customers that provide equipment for electronics testing, industrial measurement and research. These products often require high precision and can involve smaller batch sizes but higher value per unit, which may support margins relative to more commoditized consumer electronics, based on descriptions in the group&rsquo s business overview published in March 2026 (Venture business overview as of 03/30/2026). Printing and imaging has historically been a significant revenue contributor, given long-standing relationships with major printer and imaging brands. Venture provides manufacturing and design support for printers, scanners and related components. However, this segment is also exposed to structural shifts such as digitalization and changing office work patterns, which the company has acknowledged in prior commentary while emphasizing efforts to move into more advanced or niche products within the category, according to annual report discussions for the 2023&ndash 2025 financial years published between February 2024 and February 2026 (Venture annual report as of 02/23/2026). Communications, networking and enterprise hardware represent another important bucket for Venture. Customers in this segment may include providers of network switches, routers, wireless infrastructure and related systems. Demand in these areas can be linked to enterprise and telecom investment cycles, as well as broader trends toward data center expansion and cloud computing. The company&rsquo s commentary suggests that it aims to capture opportunities tied to data, connectivity and digital infrastructure spending, according to strategy discussions in its 2025 results presentation as of 02/23/2026 (Venture results presentation as of 02/23/2026). Retail systems and industrial devices, including point-of-sale terminals, kiosks, smart vending machines and other equipment, add another layer of diversification. Venture provides integrated design, manufacturing and after-sales services for these products, which are deployed globally, including in the United States. The company has indicated that it continues to invest in capabilities such as embedded software, IoT connectivity and security features to stay relevant as retail and industrial devices become more connected and data-driven, according to its technology and innovation updates on the corporate site as of 03/30/2026 (Venture innovation overview as of 03/30/2026). Beyond these segment-level drivers, Venture&rsquo s revenue is also influenced by its mix of manufacturing models. The company engages in traditional build-to-print manufacturing, where customers specify designs, as well as original design manufacturing, where Venture assumes more responsibility for product design and engineering. The latter can potentially support higher value-add and differentiation, though it may also involve greater development costs and project risk. Management has highlighted the importance of expanding value-added design and engineering services in several annual reports and investor presentations between 2023 and 2025, according to materials published on its investor relations site as of 02/23/2026 (Venture investor overview as of 02/23/2026). Profitability across these revenue drivers is affected by a range of factors, including product complexity, volume levels, component costs and supply-chain efficiency. During the industry-wide supply-chain disruptions seen in 2021 and 2022, Venture noted that component shortages and higher logistics costs impacted margins, though the company indicated it worked with customers to manage pricing and allocations, according to commentary in annual reports and results briefings issued between February 2022 and February 2023 (Venture annual report as of 02/24/2023). Industry trends and competitive positionVenture operates within the global electronics manufacturing services and original design manufacturing industry, which serves as a backbone for many technology supply chains. The sector includes large players in North America, Europe and Asia that compete on factors such as cost, engineering expertise, geographic footprint and supply-chain reliability. Industry research providers have highlighted long-term growth drivers such as the proliferation of connected devices, industrial automation and digital infrastructure, but they also point to cyclical swings tied to global economic conditions and IT spending cycles, according to sector commentary from firms like Gartner and IDC published in 2024 and 2025 (Gartner industry insights as of 11/15/2024, IDC electronics forecast as of 09/20/2023). In this environment, Venture positions itself toward the higher-value end of the manufacturing spectrum, emphasizing complex products and long-term partnerships over purely high-volume, low-margin contracts. Its presence in life science and test-and-measurement segments, which often involve specialized requirements and regulatory considerations, helps differentiate it from some peers that are more heavily concentrated in consumer electronics or commodity hardware. The company also underscores its integrated ecosystem of design, engineering, manufacturing and after-sales support in Southeast Asia, which it presents as a competitive advantage for customers seeking regional diversification and resilience in their supply chains, based on corporate presentations and investor materials released in March 2026 (Venture business overview as of 03/30/2026). However, Venture still faces competition from other global EMS and ODM providers, including firms with manufacturing bases in China, Mexico, Eastern Europe and other regions. Cost pressures remain a structural feature of the industry, and customers often engage multiple manufacturing partners to diversify risk and maintain pricing leverage. Industry analyses in 2024 and 2025 pointed to ongoing shifts in manufacturing footprints as companies weigh geopolitical considerations, tariffs, labor availability and logistics efficiency in decisions about where to locate production, according to sector commentary by S& P Global Market Intelligence and other research providers published between 08/2024 and 04/2025 (S& P Global sector analysis as of 10/18/2024). For Venture, these dynamics create both challenges and opportunities. On the one hand, wage inflation, evolving regulatory requirements and competition from larger global players can pressure margins and require ongoing investment in technology and process improvements. On the other hand, the company can potentially benefit as multinational corporations seek diversified manufacturing footprints beyond a single country, a trend often referred to as &ldquo China plus one&rdquo or broader supply-chain regionalization. Venture&rsquo s established operations in Singapore and Malaysia, along with its focus on higher-complexity products, may position it to capture some of this rebalancing, as suggested in its strategy discussions and capital investment disclosures in recent annual reports and briefings between 2023 and 2025 (Venture strategy overview as of 02/23/2026). Digitalization and automation also shape the competitive landscape. Venture has described investments in smart manufacturing, data analytics and process automation aimed at improving efficiency, quality and responsiveness. These initiatives include the use of manufacturing execution systems, data-driven quality controls and collaborative engineering platforms that connect teams across locations. Management has argued that such investments support both customer satisfaction and long-term competitiveness, according to innovation and technology briefs on the corporate website and references in the 2025 annual report published in February 2026 (Venture innovation overview as of 03/30/2026, Venture annual report as of 02/23/2026). Why Venture Corp Ltd matters for US investorsAlthough Venture is listed on the Singapore Exchange and reports its financials in Singapore dollars, its business has global reach, including exposure to North American customers and markets. Many US-based technology, healthcare and industrial companies rely on international manufacturing partners to produce equipment and systems sold worldwide, and firms like Venture play a role in these extended supply chains. As a result, developments at Venture can offer insights into demand patterns for certain types of hardware and instrumentation that are relevant to US end markets, according to the company&rsquo s customer and geographic disclosures in its 2025 annual report as of 02/23/2026 (Venture geographic breakdown as of 02/23/2026). For US investors with international equity exposure, whether directly or via emerging markets or Asia-Pacific funds, Venture can be one of several indicators of the health of electronics manufacturing and industrial technology demand in the region. Movements in its order patterns, inventory levels and capital expenditure plans can shed light on how global customers are positioning themselves for future demand, especially in life science, industrial and networking equipment. When combined with signals from US-listed manufacturers and equipment providers, these data points may help provide a more complete picture of the cycle. From a portfolio perspective, some US-based investors gain exposure to Venture through regional or sector funds that include Singapore-listed equities. For these investors, understanding the company&rsquo s earnings trajectory, capital allocation approach and sensitivity to macroeconomic and industry-specific factors can support an assessment of how this exposure fits alongside holdings in US technology and industrial names. Currency considerations also come into play, as returns in US dollars will be influenced by fluctuations in the Singapore dollar, in addition to the underlying stock performance. Regulatory and geopolitical developments can further shape the relevance of Venture for US investors. Shifts in trade policy, tariffs or export control regimes affecting technology products can have implications for cross-border supply chains and, by extension, for companies that depend on those supply chains. Venture&rsquo s public communications indicate that it monitors such developments and adjusts its operations where necessary, for example by working with customers on alternative sourcing or production locations, according to management commentary in annual reports and company presentations between 2023 and 2025 (Venture investor overview as of 02/23/2026). Risks and open questionsThe earnings softness reported for the first quarter of 2026 underscores some of the risks that investors associate with Venture and with electronics manufacturing services more broadly. Cyclical demand swings, driven by customer inventory adjustments, macroeconomic uncertainty or changes in end-user spending, can result in periods of lower capacity utilization and margin pressure. Venture has emphasized its diversified segment exposure as a mitigating factor, but the extent to which diversification can fully offset downturns remains an open question, particularly if multiple end markets soften simultaneously, as has occasionally occurred during global slowdowns. Another risk relates to customer concentration. While Venture does not typically disclose individual customer names, industry observers and prior disclosures have suggested that a meaningful share of revenue is generated from a relatively small group of large clients in printing, imaging, healthcare and industrial equipment. This type of concentration is common in the EMS and ODM industry, but it can amplify the impact if one or more key customers change sourcing strategies, bring production in-house or face their own business challenges. Venture&rsquo s reports have noted efforts to broaden its customer base and deepen engagements across multiple product lines, yet the pace and effectiveness of such diversification are areas that investors may track, according to annual report discussions for the 2024 and 2025 financial years (Venture annual report as of 02/23/2026). Operational risks are another consideration. Managing complex supply chains, multiple manufacturing sites and a wide range of products requires robust processes and systems. Disruptions from events such as pandemics, natural disasters, geopolitical tensions or logistics bottlenecks can impact production schedules and costs. Venture&rsquo s experience during the 2020&ndash 2022 period, when global supply chains were under stress, illustrates the potential for such disruptions and the importance of resilience measures. The company has highlighted investments in supply-chain risk management and redundancy, but such measures can entail additional costs and may not fully insulate operations from extreme events, as indicated in its risk management section of the 2025 annual report published in February 2026 (Venture risk overview as of 02/23/2026). Technology and competitive risks also feature in the picture. As products and manufacturing processes evolve, Venture must continue to invest in engineering talent, equipment and digital tools to remain competitive. Failure to keep pace with changes in areas such as automation, connectivity, cybersecurity or regulatory standards could affect its ability to win new programs or maintain existing ones. Conversely, sustained investment in these areas can support differentiation but may weigh on near-term margins. The balance between investing for the future and maintaining profitability in a cyclical industry is a recurring theme in investor discussions, as reflected in Q& A sessions during results briefings and capital markets presentations over the past several years (Venture results briefing highlights as of 04/26/2026). Finally, currency and interest rate environments can influence reported earnings and valuation metrics. Venture earns revenue in multiple currencies and reports in Singapore dollars, while many investors, including those in the United States, measure returns in other currencies. Fluctuations in exchange rates can affect translated revenues and profits as well as investor perception of earnings quality. Interest rate changes can influence discount rates applied in valuation models and may affect capital flows into or out of growth-oriented and cyclical sectors such as technology manufacturing, as discussed in market commentaries by regional brokers and global strategists during 2025 and early 2026 (Reuters market commentary as of 03/15/2026).  
Official source For first-hand information on Venture Corp Ltd, visit the company&rsquo s official website. Go to the official website   ConclusionVenture Corp Ltd&rsquo s latest quarterly update, featuring lower earnings and cautious guidance, highlights both the challenges and the strategic positioning of a Singapore-based electronics manufacturer with global reach. The company&rsquo s diversified exposure to life science, test and measurement, printing, networking and retail systems, alongside its emphasis on higher-value design and engineering services, has helped it navigate industry cycles, but it has not been immune to softer demand and customer inventory adjustments. For US investors with exposure to Asian technology supply chains, Venture&rsquo s results and commentary provide additional data points on the health of key hardware and instrumentation markets, complementing signals from US-listed peers. Looking ahead, the balance between cost pressures, competitive dynamics, investment in innovation and the pursuit of long-term customer partnerships will likely continue to shape Venture&rsquo s earnings profile and market perception. Supply-chain diversification trends, digitalization and evolving regulatory environments could create both headwinds and opportunities. While the stock&rsquo s recent performance reflects some of these uncertainties, it also underscores the role of companies like Venture in the broader global technology ecosystem. How these forces ultimately play out will depend on macroeconomic conditions, customer strategies and the company&rsquo s execution over the coming quarters and years. Disclaimer: This article does not constitute investment advice. Stocks are volatile financial instruments. |
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| 19-May-2026 16:06 |
ASTI
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Time To Change
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50-50
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| 19-May-2026 16:04 |
Frencken
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Frencken Group Ltd
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die...cant sleep...how?
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| 19-May-2026 15:57 |
SGX
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SGX
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The &ldquo Sleep Well at Night&rdquo Portfolio: 4 SGX Stocks That Thrive in Market ChaosMarket volatility is unavoidable, but some businesses are built to handle uncertainty better than others. These four stocks stand out for their resilience, strong cash flow, and ability to stay steady when markets turn chaotic.
Share
 
Market sell-offs can be unnerving even for the most seasoned investors.  Here&rsquo s the hard part: the reasons for the sell-off differ every time &ndash think of the past five years, which included the pandemic, high inflation, recession fears, and geopolitical tensions &ndash there&rsquo s always a smart-sounding reason to sell.  You can fight back against this temptation by holding onto quality stocks that are structured to hold up better during turbulent times.  Then again, there is no amount of stocks you can own, even with a basket of these &ldquo Sleep Well at Night&rdquo stocks, that can eliminate portfolio volatility entirely.  Instead, what this cohort can do is give you peace of mind that after the storm, these businesses will emerge, hopefully stronger than before.  What Makes a &ldquo Sleep Well at Night&rdquo StockSo, what qualities should a &ldquo Sleep Well&rdquo stock have?  In essence, we want the crè me de la crè me names that generate consistent, resilient cash flows regardless of market cycles.  Even better if these companies can maintain their dividend payouts during volatile periods.  Having a strong financial position with manageable debt levels can help buffer them against tough times.  Finally, the cherry on top would be for the companies to provide essential goods or services that will see steady demand even during downturns.  Remember, the key takeaway is that during periods of uncertainty, business resilience counts so much more.  Why Defensive Investing Still Matters in 2026Investing conservatively is even more important during the uncertain times we&rsquo re living in.  With markets gyrating wildly with every headline coming out of the Middle East, combined with historically stretched valuations, we&rsquo ve seen some sharp movements both on the downside and upside so far this year.  In such an environment, you want to make sure you own resilient businesses that can help you stay invested while being reasonably assured of their survival moving forward.      DBS Group Holdings Limited (SGX: D05), or DBS &mdash The Defensive Dividend AnchorThe first name on the list is, in my opinion, the ultimate comfort stock. Not only is DBS backed by Singapore&rsquo s Temasek Holdings, it has also been a consistent income provider with dependable dividends.  The local bank hasn&rsquo t missed an annual dividend since 2001.  Furthermore, DBS has been profitable for ten straight years, with net profits rising from S$4.4 billion in 2017 to S$11.3 billion in 2025.  This is the kind of resilience you want to see from a business.  Venture Corporation Limited (SGX: V03), or Venture Corp &mdash The Cash Flow FortressVenture Corp is another candidate for the &ldquo Sleep Well&rdquo cohort this business has generated positive free cash flow (FCF) for a decade, with annual FCF averaging around S$290 million. This performance is noteworthy, given the challenging environments we have seen across the decade.  Although FCF has been volatile in the past few years, Venture Corp&rsquo s ability to post positive FCF consistently adds strong financial flexibility that helps cushion against downturns.  Furthermore, it boasts an enviable balance sheet with a strong net cash position exceeding S$1 billion.  The key takeaway is that being a consistent generator of cash flows strengthens a business&rsquo s resilience.  Singapore Exchange Limited (SGX: S68), or SGX &mdash The Essential Services ProviderNext, SGX is a business that thrives during market chaos.  The bourse operator earns fees from transactions conducted on its exchange.  During volatile markets, transaction volumes rises, and as a result, SGX usually does pretty well.  In fact, amid the Great Financial Crisis in 2008 and 2009, SGX&rsquo s annual dividend peaked at S$0.38 per share.  SGX&rsquo s top-line growth has been steady as well, increasing from around S$801 million in the fiscal year ended 30 June 2017 (FY2017) to nearly S$1.4 billion in FY2025. Consistent demand for a business&rsquo s products and services is a powerful mitigant against market uncertainty.    CapitaLand Integrated Commercial Trust (SGX: C38U), or CICT &mdash The Long-Term CompounderFinally, having a strong market position can allow a business to emerge stronger after a market crisis.  CICT, with its status as the largest REIT in Singapore, is a great example of such a business.  In recent times, the REIT has taken advantage of market downturns to beef up its portfolio, as seen in its expansion into Australia in 2021 and the acquisition of CapitaSky in 2022.  CICT is big enough that it&rsquo s actually growing while everyone else is focused on keeping the lights on.  How to Build a Portfolio That Helps You Sleep BetterOn your end, to keep your portfolio steady, make sure you&rsquo re not putting all your money into one industry.  Also, avoid borrowing money for stocks and stay away from hyped-up names that don&rsquo t have the profits to back up their lofty stock prices.  Do focus on a business&rsquo s long-term fundamentals and do not be swayed by daily price action or market headlines.  The worst thing you can do is to sell a quality business that is under share price pressure due to general market conditions. So, do your best to manage your emotions trust that you have done a decent job (following the above) in constructing a portfolio that should stand up well in the midst of market volatility.  Get Smart: The Best Portfolios Reduce Stress, Not Just RiskIn sum, investing does not mean you have to pay attention to each headline and price action daily.  Owning a well-diversified portfolio of wonderful businesses that have a proven capacity to generate consistent cash flows can help you better deal with periods of uncertainty.  Remember, staying invested in the market matters most.  Oil prices are rising. Markets are swinging. And headlines are getting louder by the day. In times like this, many investors look for predictions. But in our experience, what matters more is having a framework. In this upcoming webinar, Chin Hui Leong shares how we approach volatile markets through three layers: what to buy, when to deploy capital, and how to build conviction in the businesses we own. Because uncertainty is not something to avoid. It is something to prepare for.  |
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| 19-May-2026 15:55 |
DBS
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DBS
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The &ldquo Sleep Well at Night&rdquo Portfolio: 4 SGX Stocks That Thrive in Market ChaosMarket volatility is unavoidable, but some businesses are built to handle uncertainty better than others. These four stocks stand out for their resilience, strong cash flow, and ability to stay steady when markets turn chaotic.
Share
 
Market sell-offs can be unnerving even for the most seasoned investors.  Here&rsquo s the hard part: the reasons for the sell-off differ every time &ndash think of the past five years, which included the pandemic, high inflation, recession fears, and geopolitical tensions &ndash there&rsquo s always a smart-sounding reason to sell.  You can fight back against this temptation by holding onto quality stocks that are structured to hold up better during turbulent times.  Then again, there is no amount of stocks you can own, even with a basket of these &ldquo Sleep Well at Night&rdquo stocks, that can eliminate portfolio volatility entirely.  Instead, what this cohort can do is give you peace of mind that after the storm, these businesses will emerge, hopefully stronger than before.  What Makes a &ldquo Sleep Well at Night&rdquo StockSo, what qualities should a &ldquo Sleep Well&rdquo stock have?  In essence, we want the crè me de la crè me names that generate consistent, resilient cash flows regardless of market cycles.  Even better if these companies can maintain their dividend payouts during volatile periods.  Having a strong financial position with manageable debt levels can help buffer them against tough times.  Finally, the cherry on top would be for the companies to provide essential goods or services that will see steady demand even during downturns.  Remember, the key takeaway is that during periods of uncertainty, business resilience counts so much more.  Why Defensive Investing Still Matters in 2026Investing conservatively is even more important during the uncertain times we&rsquo re living in.  With markets gyrating wildly with every headline coming out of the Middle East, combined with historically stretched valuations, we&rsquo ve seen some sharp movements both on the downside and upside so far this year.  In such an environment, you want to make sure you own resilient businesses that can help you stay invested while being reasonably assured of their survival moving forward.      DBS Group Holdings Limited (SGX: D05), or DBS &mdash The Defensive Dividend AnchorThe first name on the list is, in my opinion, the ultimate comfort stock. Not only is DBS backed by Singapore&rsquo s Temasek Holdings, it has also been a consistent income provider with dependable dividends.  The local bank hasn&rsquo t missed an annual dividend since 2001.  Furthermore, DBS has been profitable for ten straight years, with net profits rising from S$4.4 billion in 2017 to S$11.3 billion in 2025.  This is the kind of resilience you want to see from a business.  Venture Corporation Limited (SGX: V03), or Venture Corp &mdash The Cash Flow FortressVenture Corp is another candidate for the &ldquo Sleep Well&rdquo cohort this business has generated positive free cash flow (FCF) for a decade, with annual FCF averaging around S$290 million. This performance is noteworthy, given the challenging environments we have seen across the decade.  Although FCF has been volatile in the past few years, Venture Corp&rsquo s ability to post positive FCF consistently adds strong financial flexibility that helps cushion against downturns.  Furthermore, it boasts an enviable balance sheet with a strong net cash position exceeding S$1 billion.  The key takeaway is that being a consistent generator of cash flows strengthens a business&rsquo s resilience.  Singapore Exchange Limited (SGX: S68), or SGX &mdash The Essential Services ProviderNext, SGX is a business that thrives during market chaos.  The bourse operator earns fees from transactions conducted on its exchange.  During volatile markets, transaction volumes rises, and as a result, SGX usually does pretty well.  In fact, amid the Great Financial Crisis in 2008 and 2009, SGX&rsquo s annual dividend peaked at S$0.38 per share.  SGX&rsquo s top-line growth has been steady as well, increasing from around S$801 million in the fiscal year ended 30 June 2017 (FY2017) to nearly S$1.4 billion in FY2025. Consistent demand for a business&rsquo s products and services is a powerful mitigant against market uncertainty.    CapitaLand Integrated Commercial Trust (SGX: C38U), or CICT &mdash The Long-Term CompounderFinally, having a strong market position can allow a business to emerge stronger after a market crisis.  CICT, with its status as the largest REIT in Singapore, is a great example of such a business.  In recent times, the REIT has taken advantage of market downturns to beef up its portfolio, as seen in its expansion into Australia in 2021 and the acquisition of CapitaSky in 2022.  CICT is big enough that it&rsquo s actually growing while everyone else is focused on keeping the lights on.  How to Build a Portfolio That Helps You Sleep BetterOn your end, to keep your portfolio steady, make sure you&rsquo re not putting all your money into one industry.  Also, avoid borrowing money for stocks and stay away from hyped-up names that don&rsquo t have the profits to back up their lofty stock prices.  Do focus on a business&rsquo s long-term fundamentals and do not be swayed by daily price action or market headlines.  The worst thing you can do is to sell a quality business that is under share price pressure due to general market conditions. So, do your best to manage your emotions trust that you have done a decent job (following the above) in constructing a portfolio that should stand up well in the midst of market volatility.  Get Smart: The Best Portfolios Reduce Stress, Not Just RiskIn sum, investing does not mean you have to pay attention to each headline and price action daily.  Owning a well-diversified portfolio of wonderful businesses that have a proven capacity to generate consistent cash flows can help you better deal with periods of uncertainty.  Remember, staying invested in the market matters most.  Oil prices are rising. Markets are swinging. And headlines are getting louder by the day. In times like this, many investors look for predictions. But in our experience, what matters more is having a framework. In this upcoming webinar, Chin Hui Leong shares how we approach volatile markets through three layers: what to buy, when to deploy capital, and how to build conviction in the businesses we own. Because uncertainty is not something to avoid. It is something to prepare for.  |
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| 19-May-2026 15:48 |
Venture
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2022 Venture Corporation - A Year Of Recovery
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The &ldquo Sleep Well at Night&rdquo Portfolio: 4 SGX Stocks That Thrive in Market ChaosMarket volatility is unavoidable, but some businesses are built to handle uncertainty better than others. These four stocks stand out for their resilience, strong cash flow, and ability to stay steady when markets turn chaotic.
Market sell-offs can be unnerving even for the most seasoned investors.  Here&rsquo s the hard part: the reasons for the sell-off differ every time &ndash think of the past five years, which included the pandemic, high inflation, recession fears, and geopolitical tensions &ndash there&rsquo s always a smart-sounding reason to sell.  You can fight back against this temptation by holding onto quality stocks that are structured to hold up better during turbulent times.  Then again, there is no amount of stocks you can own, even with a basket of these &ldquo Sleep Well at Night&rdquo stocks, that can eliminate portfolio volatility entirely.  Instead, what this cohort can do is give you peace of mind that after the storm, these businesses will emerge, hopefully stronger than before.  What Makes a &ldquo Sleep Well at Night&rdquo StockSo, what qualities should a &ldquo Sleep Well&rdquo stock have?  In essence, we want the crè me de la crè me names that generate consistent, resilient cash flows regardless of market cycles.  Even better if these companies can maintain their dividend payouts during volatile periods.  Having a strong financial position with manageable debt levels can help buffer them against tough times.  Finally, the cherry on top would be for the companies to provide essential goods or services that will see steady demand even during downturns.  Remember, the key takeaway is that during periods of uncertainty, business resilience counts so much more.  Why Defensive Investing Still Matters in 2026Investing conservatively is even more important during the uncertain times we&rsquo re living in.  With markets gyrating wildly with every headline coming out of the Middle East, combined with historically stretched valuations, we&rsquo ve seen some sharp movements both on the downside and upside so far this year.  In such an environment, you want to make sure you own resilient businesses that can help you stay invested while being reasonably assured of their survival moving forward.      DBS Group Holdings Limited (SGX: D05), or DBS &mdash The Defensive Dividend AnchorThe first name on the list is, in my opinion, the ultimate comfort stock. Not only is DBS backed by Singapore&rsquo s Temasek Holdings, it has also been a consistent income provider with dependable dividends.  The local bank hasn&rsquo t missed an annual dividend since 2001.  Furthermore, DBS has been profitable for ten straight years, with net profits rising from S$4.4 billion in 2017 to S$11.3 billion in 2025.  This is the kind of resilience you want to see from a business.  Venture Corporation Limited (SGX: V03), or Venture Corp &mdash The Cash Flow FortressVenture Corp is another candidate for the &ldquo Sleep Well&rdquo cohort this business has generated positive free cash flow (FCF) for a decade, with annual FCF averaging around S$290 million. This performance is noteworthy, given the challenging environments we have seen across the decade.  Although FCF has been volatile in the past few years, Venture Corp&rsquo s ability to post positive FCF consistently adds strong financial flexibility that helps cushion against downturns.  Furthermore, it boasts an enviable balance sheet with a strong net cash position exceeding S$1 billion.  The key takeaway is that being a consistent generator of cash flows strengthens a business&rsquo s resilience.  Singapore Exchange Limited (SGX: S68), or SGX &mdash The Essential Services ProviderNext, SGX is a business that thrives during market chaos.  The bourse operator earns fees from transactions conducted on its exchange.  During volatile markets, transaction volumes rises, and as a result, SGX usually does pretty well.  In fact, amid the Great Financial Crisis in 2008 and 2009, SGX&rsquo s annual dividend peaked at S$0.38 per share.  SGX&rsquo s top-line growth has been steady as well, increasing from around S$801 million in the fiscal year ended 30 June 2017 (FY2017) to nearly S$1.4 billion in FY2025. Consistent demand for a business&rsquo s products and services is a powerful mitigant against market uncertainty.    CapitaLand Integrated Commercial Trust (SGX: C38U), or CICT &mdash The Long-Term CompounderFinally, having a strong market position can allow a business to emerge stronger after a market crisis.  CICT, with its status as the largest REIT in Singapore, is a great example of such a business.  In recent times, the REIT has taken advantage of market downturns to beef up its portfolio, as seen in its expansion into Australia in 2021 and the acquisition of CapitaSky in 2022.  CICT is big enough that it&rsquo s actually growing while everyone else is focused on keeping the lights on.  How to Build a Portfolio That Helps You Sleep BetterOn your end, to keep your portfolio steady, make sure you&rsquo re not putting all your money into one industry.  Also, avoid borrowing money for stocks and stay away from hyped-up names that don&rsquo t have the profits to back up their lofty stock prices.  Do focus on a business&rsquo s long-term fundamentals and do not be swayed by daily price action or market headlines.  The worst thing you can do is to sell a quality business that is under share price pressure due to general market conditions. So, do your best to manage your emotions trust that you have done a decent job (following the above) in constructing a portfolio that should stand up well in the midst of market volatility.  Get Smart: The Best Portfolios Reduce Stress, Not Just RiskIn sum, investing does not mean you have to pay attention to each headline and price action daily.  Owning a well-diversified portfolio of wonderful businesses that have a proven capacity to generate consistent cash flows can help you better deal with periods of uncertainty.  Remember, staying invested in the market matters most.  Oil prices are rising. Markets are swinging. And headlines are getting louder by the day. In times like this, many investors look for predictions. But in our experience, what matters more is having a framework. In this upcoming webinar, Chin Hui Leong shares how we approach volatile markets through three layers: what to buy, when to deploy capital, and how to build conviction in the businesses we own. Because uncertainty is not something to avoid. It is something to prepare for.  GOOD NIGHT. SWEET DREAMS... |
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| 19-May-2026 15:33 |
AEM SGD
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business turnaround ?
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ok let' s pray
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| 19-May-2026 15:13 |
ThaiBev
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ThaiBev
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ok, i will stick with wusu..
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| 19-May-2026 15:12 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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suddenly you will see many Ferraris on the road...
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| 19-May-2026 15:11 |
Sheng Siong
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Sheng Siong
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too simplistic a view as they take into consideration that all stores will make money.... in reality, some are making losses..
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| 19-May-2026 15:09 |
SIA
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SIA
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hold on tight.....how long? a decade?...
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| 19-May-2026 15:05 |
CityDev
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CityDev
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yes, corporate is a dog eats dog world. align with me and you are ok if not aligned, out you go..marching orders
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| 19-May-2026 14:24 |
CityDev
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CityDev
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seems like a more influential chap than sherman then..
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| 19-May-2026 12:33 |
Venture
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2022 Venture Corporation - A Year Of Recovery
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pretty interesting to note but some of the major shareholders and their net worth..
Major shareholders: Venture Corporation Limited
TH is a substansial shareholder? Or is this outdated?
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| 19-May-2026 11:58 |
Sheng Siong
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Sheng Siong
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Stop Watching the Tickers: 5 Stocks to &ldquo Buy and Forget&rdquo for a DecadeConstantly checking stock prices rarely builds wealth. The real gains often come from holding great businesses over time. These five stocks are the kind investors can consider owning for the next decade.
 
 
 
Building long-term wealth isn&rsquo t about watching stock tickers, chasing headlines, or reacting to every price movement daily. Instead, it is about owning quality businesses that you can &ldquo buy and forget.&rdquo   What &ldquo Buy and Forget&rdquo Really MeansTo be sure, taking this stance does not mean you should ignore your investments after you buy them.  It simply means selecting businesses that you can trust for the long run. You hold them through market cycles and allow compounding to do its work instead of reacting to short-term noise.  Compounding is something that should be left to work for years and not weeks, let alone days.  What Makes a Stock Suitable for Long-Term HoldingStocks with a strong economic moat that can protect their earnings are candidates for long-term investing.  Another plus point is when the company focuses on long-term value creation and not short-term gains.  Additionally, these high-quality picks will also have a history of consistent earnings growth.   DBS Group &mdash The Global Platform LeaderDBS Group (SGX: D05) became Southeast Asia&rsquo s largest bank in 1998. Today, it has operations spanning 19 markets with a keen focus on Greater China, Southeast Asia and South Asia, a network that is hard to match.  For the full year of 2025 (FY2025), DBS achieved a record total income of S$22.9 billion.  The local bank didn&rsquo t lose any steam heading into the first quarter of 2026 (1Q2026) with total income reaching a new high of almost S$6 billion.  That&rsquo s despite net interest income (NII) slipping 5% YoY due to a lower net interest margin.  DBS is still no doubt the leader among our local banks.  Its current market cap of S$171 billion, as of 14 May 2026, is ahead of Oversea-Chinese Banking Corporation (SGX: O39), or OCBC, and United Overseas Banking (SGX: U11), or UOB, which reported market capitalisations of S$103 billion and S$62 billion respectively.  But wait, there&rsquo s more to consider.  DBS is not just the largest &mdash it has scored a return on equity (ROE) of 17% for 1Q2026 on an annualised basis, easily beating OCBC (13%) and UOB (11.5%). 
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| 19-May-2026 11:57 |
DBS
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DBS
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Stop Watching the Tickers: 5 Stocks to &ldquo Buy and Forget&rdquo for a DecadeConstantly checking stock prices rarely builds wealth. The real gains often come from holding great businesses over time. These five stocks are the kind investors can consider owning for the next decade.
 
 
 
Building long-term wealth isn&rsquo t about watching stock tickers, chasing headlines, or reacting to every price movement daily. Instead, it is about owning quality businesses that you can &ldquo buy and forget.&rdquo   What &ldquo Buy and Forget&rdquo Really MeansTo be sure, taking this stance does not mean you should ignore your investments after you buy them.  It simply means selecting businesses that you can trust for the long run. You hold them through market cycles and allow compounding to do its work instead of reacting to short-term noise.  Compounding is something that should be left to work for years and not weeks, let alone days.  What Makes a Stock Suitable for Long-Term HoldingStocks with a strong economic moat that can protect their earnings are candidates for long-term investing.  Another plus point is when the company focuses on long-term value creation and not short-term gains.  Additionally, these high-quality picks will also have a history of consistent earnings growth.   DBS Group &mdash The Global Platform LeaderDBS Group (SGX: D05) became Southeast Asia&rsquo s largest bank in 1998. Today, it has operations spanning 19 markets with a keen focus on Greater China, Southeast Asia and South Asia, a network that is hard to match.  For the full year of 2025 (FY2025), DBS achieved a record total income of S$22.9 billion.  The local bank didn&rsquo t lose any steam heading into the first quarter of 2026 (1Q2026) with total income reaching a new high of almost S$6 billion.  That&rsquo s despite net interest income (NII) slipping 5% YoY due to a lower net interest margin.  DBS is still no doubt the leader among our local banks.  Its current market cap of S$171 billion, as of 14 May 2026, is ahead of Oversea-Chinese Banking Corporation (SGX: O39), or OCBC, and United Overseas Banking (SGX: U11), or UOB, which reported market capitalisations of S$103 billion and S$62 billion respectively.  But wait, there&rsquo s more to consider.  DBS is not just the largest &mdash it has scored a return on equity (ROE) of 17% for 1Q2026 on an annualised basis, easily beating OCBC (13%) and UOB (11.5%). 
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| 19-May-2026 11:56 |
Venture
/
2022 Venture Corporation - A Year Of Recovery
|
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Stop Watching the Tickers: 5 Stocks to &ldquo Buy and Forget&rdquo for a DecadeConstantly checking stock prices rarely builds wealth. The real gains often come from holding great businesses over time. These five stocks are the kind investors can consider owning for the next decade.
 
 
 
Building long-term wealth isn&rsquo t about watching stock tickers, chasing headlines, or reacting to every price movement daily. Instead, it is about owning quality businesses that you can &ldquo buy and forget.&rdquo   What &ldquo Buy and Forget&rdquo Really MeansTo be sure, taking this stance does not mean you should ignore your investments after you buy them.  It simply means selecting businesses that you can trust for the long run. You hold them through market cycles and allow compounding to do its work instead of reacting to short-term noise.  Compounding is something that should be left to work for years and not weeks, let alone days.  What Makes a Stock Suitable for Long-Term HoldingStocks with a strong economic moat that can protect their earnings are candidates for long-term investing.  Another plus point is when the company focuses on long-term value creation and not short-term gains.  Additionally, these high-quality picks will also have a history of consistent earnings growth.   DBS Group &mdash The Global Platform LeaderDBS Group (SGX: D05) became Southeast Asia&rsquo s largest bank in 1998. Today, it has operations spanning 19 markets with a keen focus on Greater China, Southeast Asia and South Asia, a network that is hard to match.  For the full year of 2025 (FY2025), DBS achieved a record total income of S$22.9 billion.  The local bank didn&rsquo t lose any steam heading into the first quarter of 2026 (1Q2026) with total income reaching a new high of almost S$6 billion.  That&rsquo s despite net interest income (NII) slipping 5% YoY due to a lower net interest margin.  DBS is still no doubt the leader among our local banks.  Its current market cap of S$171 billion, as of 14 May 2026, is ahead of Oversea-Chinese Banking Corporation (SGX: O39), or OCBC, and United Overseas Banking (SGX: U11), or UOB, which reported market capitalisations of S$103 billion and S$62 billion respectively.  But wait, there&rsquo s more to consider.  DBS is not just the largest &mdash it has scored a return on equity (ROE) of 17% for 1Q2026 on an annualised basis, easily beating OCBC (13%) and UOB (11.5%). 
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