x 0

yup

FATABA ( Date: 11-May-2026 13:29) Posted:

Since their last cases in China and Indonesia ....nothing has changed .....the management is still there.
Reflects the lack of proper management and lapse of control again ......
Whatever, W would be seeing more issue once palm oil prices goes south
DYODD

tongphlp ( Date: 11-May-2026 12:35) Posted:

seems like W is always on the wrong side of the law.

x 0

slow n steady wins the race

s100125 ( Date: 07-May-2026 09:29) Posted:

Going up slow and steadily much healthier.

x 0

seems like W is always on the wrong side of the law..

spursfan ( Date: 11-May-2026 12:18) Posted:

Hmm, cause for today's weakness

Russian Court orders State seizure of a 24% interest indirectly owned by Wilmar in JSC Etalon,
a Russian company

https://links.sgx.com/1.0.0/corporate-announcements/SH0U2BQIUS3YK13B/888112_WIL%20Announcement%20%20Russian%20Court%20orders%20State%20seizure%20of%20Profit.pdf

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Venture should be able to benefit from Dyson' s expansion into the AI arena?

Dyson to set up next-gen battery plant in Singapore, double advanced manufacturing footprint in 2023

Dyson and Singapore-based Venture Corporation have a long-standing manufacturing partnership, with Venture playing a key role in producing Dyson&rsquo s high-technology products, including vacuum cleaners and, historically, other motor-driven appliances.)

Beyond Singapore, Dyson is setting up new research and development (R& D) campuses in the Philippines and the United Kingdom, where the company was originally from.

Dyson&rsquo s investment in the Philippines totals £ 166 million. Its R& D teams there will be focused on software, artificial intelligence (AI), robotics, fluid dynamics and hardware electronics, the company said.

These are critical for its &ldquo high-performing products&rdquo , from robotic technologies to air enhancement technologies and beauty products such as the Dyson Supersonic hair dryer, which the company said are increasingly enabled by software, sensors and connectivity.

In the UK, Dyson made a £ 100 million investment in a new technology centre in Bristol that will house hundreds of software and AI engineers, as well as its commercial and e-commerce teams for Britain and Ireland.

&ldquo To us, sensors, apps, and connectivity are about more than simply adding function to the machine,&rdquo said Dyson&rsquo s Chief Engineer Jake Dyson.

&ldquo They transform how we support our owners and assess autonomously how to improve a product&rsquo s performance over its lifetime to ensure it is at peak performance, without requiring the time of our customers.&rdquo Dyson&rsquo s plans for Singapore are part of an ongoing five-year investment roadmap that costs £ 2.75 billion (S$4.58 billion). Last year, the company said it would invest S$1.5 billion in Singapore over four years as it launched its new global headquarters in the Republic.

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We&rsquo re excited to announce a strategic supply chain partnership between Illumina and Shanghai GES Information Technology Co. Ltd, a subsidiary of the Venture Group, in China. This collaboration was unveiled at the China International Import Expo (CIIE) in Shanghai, marking a significant milestone in our long-standing global relationship with Illumina. Venture will support Illumina&rsquo s &ldquo In China, For China&rdquo strategy through our advanced manufacturing facilities in Shanghai, built upon 30 years of operational excellence, strong R& D capabilities and a highly skilled and experienced workforce. Together, we aim to build resilient, scalable, and high-quality supply chain solutions that enables Illumina to expand its local production and better serve researchers, clinicians, and patients. Illumina Venture Corporation Limited #illumina #venturecorp #dnasequencing #lifescience #genomics #supplychain

tongphlp ( Date: 08-May-2026 16:14) Posted:

With both Venture' s customers - Philip Morris and Illumina sales soaring, it should be positive for Venture moving forward

Philip Morris International (PM) shares have shown strong performance, recently trading around $\$171$ per share, driven by a solid Q1 2026 earnings beat ($1.96 EPS vs. $1.83 expected) and growing smoke-free portfolio revenue. While the stock recently pulled back nearly 2% from post-earnings highs, it has still outperformed the broader tobacco industry, benefiting from robust ZYN pouch sales and IQOS, which retained its FDA modified-risk authorization.

As of May 2026, Illumina (ILMN) shares are experiencing a strong rally, up over 5% following a Q1 2026 earnings beat, with revenue growth driven by NovaSeq demand, trading around $139&ndash $142. The company raised its 2026 guidance, and investors are responding positively to the continued divestiture of Grail.

DYODD

tongphlp ( Date: 08-May-2026 09:35) Posted:

Philip Morris' IQOS Retains FDA Modified-Risk Authorization

Zacks Equity Research

April 20, 2026 3 min read

Philip Morris International Inc. PMI has received renewed regulatory backing in the United States, as the Food and Drug Administration (&ldquo FDA&rdquo ) reauthorized its IQOS heated tobacco system as a modified risk tobacco product. The decision allows the company to continue communicating that switching completely from cigarettes to IQOS can reduce exposure to harmful chemicals, based on the agency&rsquo s scientific assessment.

The renewal covers multiple versions of the IQOS device along with associated tobacco sticks sold under the HEETS brand. The FDA concluded that extending this authorization is appropriate for public health, taking into account both current tobacco users and non-users.

This regulatory decision reinforces PM&rsquo s broader strategy to transition away from traditional cigarettes toward smoke-free alternatives. The company has been investing heavily in this shift for more than a decade, committing billions of dollars to research, product development and commercialization. The effort is increasingly reflected in its business mix, with smoke-free products contributing a substantial and growing share of overall revenues and profits.

Zacks Investment Research

Image Source: Zacks Investment Research

IQOS remains central to this transformation. The product is already available in dozens of markets worldwide and has shown strong adoption in countries such as Japan, where heated tobacco products have significantly reduced cigarette consumption. Philip Morris continues to position IQOS as a key tool for adult smokers seeking alternatives, alongside other smoke-free offerings like nicotine pouches and e-vapor products.

The FDA&rsquo s renewed authorization provides both validation and continuity for PM&rsquo s reduced-risk portfolio. As regulatory frameworks evolve and consumer preferences shift, the decision strengthens the Zacks Rank #3 (Hold) company&rsquo s ability to advance its long-term goal of replacing cigarettes with scientifically substantiated alternatives for adult smokers.

Shares of PM have risen 3.8% over the past six months, outperforming the industry&rsquo s growth of 1.5%.

- One of Venture' s customers is PMI

x 0

the one and only

ayy002 ( Date: 11-May-2026 09:40) Posted:

the one and only that can affects the whole world.

x 0

Venture Corporation: Operating Model and Capital Position Venture Corporation, the largest Singapore‑ listed technology stock by market capitalisation, reflects this through a design‑ led manufacturing model that integrates design and engineering with manufacturing, supported by a net‑ cash position and selective, customer‑ driven capital deployment.

Venture&rsquo s outlook continues to focus on disciplined operating performance and selective investment across its diversified customer programmes. DBS also highlights Venture&rsquo s resilient profitability despite softer volumes, supported by its focus on high value‑ add programmes. DBS noted that this operating model has translated into strong net cash, underpinning balanced capital allocation including dividends and share buybacks. This aligns with a broader shift among key supply‑ chain‑ oriented companies towards prioritising delivery capability and financial resilience, consistent with World Economic Forum research showing that operational reliability and balance‑ sheet strength are central to corporate performance through volatile cycles.

While Venture ranks as Singapore&rsquo s largest technology stock by market capitalisation, it has ranked as the fifth most traded stock of the sector this year after AEM Holdings, UMS Holdings, iFAST Corporation, and Frencken Group.

Rightstock ( Date: 10-May-2026 14:29) Posted:

In my opinion $20 by the end of this week.

kye_lin ( Date: 10-May-2026 08:35) Posted:

Probably can hit above 20. After that hard to say.

x 0

Key Analyst Target Price (May 2026):

Phillip Securities: SGD 22.10 (Buy)
DBS Research: SGD 21.80 (Buy)
CGS International (CGSI): SGD 21.78 (Buy)
Maybank Research: SGD 21.40 (Buy)

DYODD. Buy or Bye?

x 0

With both Venture' s customers - Philip Morris and Illumina sales soaring, it should be positive for Venture moving forward

Philip Morris International (PM) shares have shown strong performance, recently trading around $\$171$ per share, driven by a solid Q1 2026 earnings beat ($1.96 EPS vs. $1.83 expected) and growing smoke-free portfolio revenue. While the stock recently pulled back nearly 2% from post-earnings highs, it has still outperformed the broader tobacco industry, benefiting from robust ZYN pouch sales and IQOS, which retained its FDA modified-risk authorization.

As of May 2026, Illumina (ILMN) shares are experiencing a strong rally, up over 5% following a Q1 2026 earnings beat, with revenue growth driven by NovaSeq demand, trading around $139&ndash $142. The company raised its 2026 guidance, and investors are responding positively to the continued divestiture of Grail.

DYODD

tongphlp ( Date: 08-May-2026 09:35) Posted:

Philip Morris' IQOS Retains FDA Modified-Risk Authorization

Zacks Equity Research

April 20, 2026 3 min read

Philip Morris International Inc. PMI has received renewed regulatory backing in the United States, as the Food and Drug Administration (&ldquo FDA&rdquo ) reauthorized its IQOS heated tobacco system as a modified risk tobacco product. The decision allows the company to continue communicating that switching completely from cigarettes to IQOS can reduce exposure to harmful chemicals, based on the agency&rsquo s scientific assessment.

The renewal covers multiple versions of the IQOS device along with associated tobacco sticks sold under the HEETS brand. The FDA concluded that extending this authorization is appropriate for public health, taking into account both current tobacco users and non-users.

This regulatory decision reinforces PM&rsquo s broader strategy to transition away from traditional cigarettes toward smoke-free alternatives. The company has been investing heavily in this shift for more than a decade, committing billions of dollars to research, product development and commercialization. The effort is increasingly reflected in its business mix, with smoke-free products contributing a substantial and growing share of overall revenues and profits.

Zacks Investment Research

Image Source: Zacks Investment Research

IQOS remains central to this transformation. The product is already available in dozens of markets worldwide and has shown strong adoption in countries such as Japan, where heated tobacco products have significantly reduced cigarette consumption. Philip Morris continues to position IQOS as a key tool for adult smokers seeking alternatives, alongside other smoke-free offerings like nicotine pouches and e-vapor products.

The FDA&rsquo s renewed authorization provides both validation and continuity for PM&rsquo s reduced-risk portfolio. As regulatory frameworks evolve and consumer preferences shift, the decision strengthens the Zacks Rank #3 (Hold) company&rsquo s ability to advance its long-term goal of replacing cigarettes with scientifically substantiated alternatives for adult smokers.

Shares of PM have risen 3.8% over the past six months, outperforming the industry&rsquo s growth of 1.5%.

- One of Venture' s customers is PMI

x 0

Venture Corporation Ltd &ndash Here comes the AI bump - Phillips Securities
May 8, 2026

PSR Recommendation: BUYStatus: Upgraded

Last Close Price: 18.65Target Price: 22.10

1Q26 revenue/net profit were within expectations at 24%/22% of our FY26e forecast. 1Q is seasonally weaker. Revenue faced a 6.3 percentage-point drag from the weaker US dollar. AI-related infrastructure products drove 11% YoY revenue growth. However, consumer lifestyle and related categories declined by 12% YoY .
Venture&rsquo s guidance emphasised new shoots appearing in 2026. We believe it is benefiting from the massive global build-out of data centres. Key products include network interface cards in servers and semiconductor equipment components. Revenue returned to growth after 12 consecutive quarters of decline.
We upgrade our recommendation to BUY from ACCUMULATE. Our FY26e PATMI is unchanged. We raised our target price to S$22.10 (prev. S$16.80), or 25x FY26e PE, as we move away from historical valuations toward US-listed peers trading at 33x forward PE. Earnings growth for FY26e/FY27e will be led by AI products to support the massive deployment of data centres globally. 4Q26e will be driven by the launch of new consumer lifestyle products. Net cash on the balance as at 1Q26 was disclosed as in excess of S$1bn.

The Positive
+ Revenue returns to growth. 1Q26 revenue rebounded with a 1.9% YoY growth (or 8.2% constant
currency). It is a turnaround from 12 consecutive quarters of YoY decline. Driving growth was the
11.2% improvement in AI-related infrastructure products. It included products in test and
measurement, networking cards, sensors, controllers and semiconductor equipment.

The Negative

&ndash Weak consumer lifestyle. The portfolio of products that include consumer lifestyle declined
12.4% YoY to S$212mn. Improvements to the product increased its lifespan and lengthened its
lifecycle.

x 0

Yes, we should trust him. Because otherwise no one would. Hard to find.

rayokc ( Date: 08-May-2026 14:48) Posted:

trump' s mouth smells like shit hole, you can trust?

Delvyss ( Date: 08-May-2026 14:46) Posted:

Trump says war will be ' over quickly' as Iran reviews US peace proposal

https://www.aljazeera.com/news/2026/5/6/trump-says-had-very-good-talks-with-iran-as-tehran-reviews-us-proposal

x 0

which one...

ayy002 ( Date: 08-May-2026 11:04) Posted:

war restart soon

x 0

the writing has always been on the wall...think many are tired of this nonsense of POTUS

Alignment ( Date: 08-May-2026 10:56) Posted:

Almost everything is dropping as the US/Iran ceasefire deal is appearing to collapse. Those that rose fastest in the lull are now dropping the most, generally speaking. Does not look like a move based on fundamentals, more about market volatility.

x 0

Philip Morris' IQOS Retains FDA Modified-Risk Authorization

Zacks Equity Research

April 20, 2026 3 min read

Philip Morris International Inc. PMI has received renewed regulatory backing in the United States, as the Food and Drug Administration (&ldquo FDA&rdquo ) reauthorized its IQOS heated tobacco system as a modified risk tobacco product. The decision allows the company to continue communicating that switching completely from cigarettes to IQOS can reduce exposure to harmful chemicals, based on the agency&rsquo s scientific assessment.

The renewal covers multiple versions of the IQOS device along with associated tobacco sticks sold under the HEETS brand. The FDA concluded that extending this authorization is appropriate for public health, taking into account both current tobacco users and non-users.

This regulatory decision reinforces PM&rsquo s broader strategy to transition away from traditional cigarettes toward smoke-free alternatives. The company has been investing heavily in this shift for more than a decade, committing billions of dollars to research, product development and commercialization. The effort is increasingly reflected in its business mix, with smoke-free products contributing a substantial and growing share of overall revenues and profits.

Zacks Investment Research

Image Source: Zacks Investment Research

IQOS remains central to this transformation. The product is already available in dozens of markets worldwide and has shown strong adoption in countries such as Japan, where heated tobacco products have significantly reduced cigarette consumption. Philip Morris continues to position IQOS as a key tool for adult smokers seeking alternatives, alongside other smoke-free offerings like nicotine pouches and e-vapor products.

The FDA&rsquo s renewed authorization provides both validation and continuity for PM&rsquo s reduced-risk portfolio. As regulatory frameworks evolve and consumer preferences shift, the decision strengthens the Zacks Rank #3 (Hold) company&rsquo s ability to advance its long-term goal of replacing cigarettes with scientifically substantiated alternatives for adult smokers.

Shares of PM have risen 3.8% over the past six months, outperforming the industry&rsquo s growth of 1.5%.

- One of Venture' s customers is PMI

x 0

more mala food when flying via sq soon?

Joelton ( Date: 07-May-2026 12:06) Posted:

Sats acquires additional 40% stake in China aviation meal producer for 312.6 million yuan

The move will let the group capitalise on Chinese airlines&rsquo increasing adoption of frozen food

[SINGAPORE] Cargo handler and in-flight caterer Sats : S58 +0.91% on Wednesday (May 6) said it will acquire an additional 40 per cent stake in China&rsquo s leading frozen aviation meal manufacturer for 312.6 million yuan (S$58 million).

This brings Sats&rsquo total shareholding in Nanjing Weizhou Airline Food Corporation (NWA) to 90 per cent, following its initial investment for 50 per cent ownership in 2019, allowing the group to consolidate operational control over the business.

Since that initial capital injection, Sats noted that NWA has more than doubled its revenue as Chinese carriers accelerated their adoption of frozen meals in domestic operations.

Headquartered in Nanjing, NWA supplies frozen meals, snacks and related food products to airline customers across China. Its network of on and off-airport assembly kitchens around the country extends its reach.

Sats noted that acquiring the additional stake will let Sats China and NWA align their operating models. This would optimise production capacity and increase efficiencies.

Sats also said that NWA&rsquo s competitive position &ldquo has proven to be resilient&rdquo . It &ldquo recovered strongly&rdquo from the disruptions caused by the Covid-19 pandemic, as well as &ldquo outperformed initial growth expectations&rdquo .

It has since maintained its leading market position, added Sats, describing the company as &ldquo an important pillar of Sats China&rsquo s strategy to capitalise on&rdquo Chinese airlines&rsquo increasing adoption of frozen aviation meals.

Sats said the purchase price will be funded through internal resources and paid in cash.

The transaction is not expected to have any material impact on the group&rsquo s net tangible assets per share and consolidated earnings per share for the current financial year.

Aligning interests

To align shareholder interest post-pandemic, Sats China terminated the original earn-out agreement set out in 2019 with Luo Bo, the founder and general manager of NWA.

Sats noted that NWA has already surpassed its underlying performance targets, entitling Luo to receive these earn-outs over the next five years.

The group has negotiated a new shareholders&rsquo agreement with Luo, allowing it to retain the right to acquire his remaining 10 per cent stake in NWA in one or more tranches at a fixed aggregate amount of around 78 million yuan.

Samuel Koh, chief executive officer of Sats Food Solutions, said: &ldquo NWA has built something exceptional in China&rsquo s aviation food sector: a proven frozen meals platform with the operational capability, customer relationships, and production know-how to grow at scale.&rdquo

Shares of Sats closed 0.9 per cent or S$0.03 higher at S$3.32 on Wednesday, prior to the announcement.

x 0

Who' s this DBS analyst??

Venture (VEMLF)

Venture received a Buy rating and a S$21.80 price target from DBS analyst Ling Lee Keng

Keng is a 4-star analyst with an average return of 15.6% and a 56.5% success rate. Keng covers the Technology sector, focusing on stocks such as Renesas Electronics, Applied Materials, and UMS Integration.

Joelton ( Date: 07-May-2026 12:14) Posted:

Analysts upbeat on Venture Corporation after 1QFY2026 results, shares surge more than 11%

After reporting a stronger set of results on a y-o-y basis for the 1QFY2026 ended March 31, analysts have strengthened their outlook on Mainboard-listed Venture Corporation.

In a bourse filing after trading hours on May 5, the advanced technology solutions provider reported y-o-y growth in earnings of 0.7% to $56.3 million on the back of a 1.9% y-o-y rise in revenue to $628.5 million. Earnings per share was 19.5 cents with net margin at 9%.

Venture Corp shares, following the news, surged by as much as 11.17% to $18.32 ahead of the lunch break on May 6.

Before the result announcement, William Tng of CGS International had raised his target price for the company to $21.78 from $17.04 while maintaining a &ldquo buy&rdquo call in his report dated April 30. Forecasting earnings per share to grow by an average of 8% from FY2026 to FY2028, his target price values Venture at 23 times of FY2027 forecasted P/E.

The results beat his expectations slightly and he reinforced his call at an unchanged target price with a follow-up report on May 5.

Meanwhile, DBS analyst Lee Keng Ling has upgraded Venture Corporate to a &ldquo buy&rdquo at a higher target price of $21.80 from the previous $17.90. This valuation is based on an higher forecasted 2027 P/E of 24 times, up from the previous 21 times

To her, the result was &ldquo broadly&rdquo in line with expectations and signals early signs of recovery, with momentum expected to pick up through the year.

She notes that Portfolio B, which include the test and measurement, semiconductor and data centre domains, grew revenue by 11.2% y-o-y to $417 million and remain the company&rsquo s principal expansion pillars.

For Portfolio A &mdash comprising life science, medtech and lifestyle consumer &mdash which declined in revenue 12.4% to $212 million, she suggests that a recovery in the consumer lifestyle segment could emerge in 2HFY2026, supported by new product introductions aimed at improving user experience and rebuilding volume momentum.

She believes the quarter marks an &ldquo important turnaround&rdquo as it delivered the company&rsquo s first y-o-y quarterly earnings and revenue growth after three years of decline. &ldquo Venture remains an attractive value play, underpinned by a strong balance sheet with over $1 billion in net cash and zero debt,&rdquo she states, adding that this cash holding and dividend yield of 4.9% makes the counter &ldquo compelling&rdquo .

UOB Kay Hian&rsquo s John Cheong and Heidi Mo have similarly raised their target price to $20.65 from $18.64, with their &ldquo buy&rdquo rating maintained. This valuation is pegged to 23.7 times forward FY2027 P/E or 2.5 standard deviations above the long-term historical mean.

In their May 6 report, Cheong and Mo note that results were in line, with revenue growing by 8% on a constant currency basis suggesting strong momentum. Both seemed satisfied with the net margin of 9% which indicated focus on high value-add solutions and cost discipline. Venture&rsquo s cash holding of more than $1 billion provides downside protection and capacity for strategic investments, they point out.

On the operational front, they see upcoming growth in Venture&rsquo s various business segments including data centre and life science. They believe Venture&rsquo s R& D programme positions the business to seize opportunities beyond product/system design and development.

Cheong and Mo raise their target price to reflect &ldquo stronger conviction&rdquo in the firm&rsquo s earnings visibility, balance sheet and upcoming growth drivers.

x 0

coast is clear but the land is not...

fuzzyshares ( Date: 07-May-2026 08:44) Posted:

30/4
0.675-0.690, 28.3m, closed 0.680
4/5
0.675-0.680, 14.2m, closed 0.680
5/5
0.675-0.680, 5.6m, closed 0.675
6/5
0.675-0.690, 25.8m, closed 0.685

Today 7/5 is the due date for contra shares bought on 30/4. As the trade data indicates, the coast is clear for now.

x 0

Forgot the link
DBS : Venture Corp: AI Momentum Offsets Consumer Drag Upgrade To BUY

tongphlp ( Date: 07-May-2026 10:23) Posted:

After CGS upgraded Venture, price rocketed $1.9.
DBS too upgraded Venture, will it do the same?
See whose words are stronger...

Alignment ( Date: 06-May-2026 12:36) Posted:

You cannot look at the financials in isolation. What matters is the numbers relative to expectations as reflected in the share price. Expectations were very low, so even a stablisation/slight increase would have prompted a positive reaction.

But on top of this the strength of the reaction relates to the guidance rather than the latest financials

x 0

second mm2 in the making?

Joelton ( Date: 07-May-2026 10:33) Posted:

UnUsUaL guides for net loss for FY2026 due to market competition and higher operational costs

UnUsUaL Limited&rsquo s (SGX:1D1) board of directors has announced that the company is expected to report a net loss for FY2026 ended March 31, compared with a net profit for 1HFY2026 ended Sept 30, 2025.

The net loss arises from heightened market competition and increased operational costs leading to challenging market condition.

UnUsUaL expects to announce its unaudited financial results for FY2026 on or around May 28.

Shares of UnUsUaL closed 0.1 cent lower, or 3.45% down at 2.8 cents on May 6.

x 0

After CGS upgraded Venture, price rocketed $1.9.
DBS too upgraded Venture, will it do the same?
See whose words are stronger...

Alignment ( Date: 06-May-2026 12:36) Posted:

You cannot look at the financials in isolation. What matters is the numbers relative to expectations as reflected in the share price. Expectations were very low, so even a stablisation/slight increase would have prompted a positive reaction.

But on top of this the strength of the reaction relates to the guidance rather than the latest financials.

spore1 ( Date: 06-May-2026 12:26) Posted:

I am surprised the mkt seem to like the latest financial numbers. Only up a bit but price spike up

Dyson to set up next-gen battery plant in Singapore, double advanced manufacturing footprint in 2023

Philip Morris' IQOS Retains FDA Modified-Risk Authorization

Philip Morris' IQOS Retains FDA Modified-Risk Authorization

Venture Corporation Ltd &ndash Here comes the AI bump - Phillips Securities May 8, 2026

Trump says war will be ' over quickly' as Iran reviews US peace proposal

Philip Morris' IQOS Retains FDA Modified-Risk Authorization

Venture Corporation Ltd &ndash Here comes the AI bump - Phillips Securities
May 8, 2026