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Fr their recent AGM, on AI initiatives and strategy
Mr Sabnani asked about the Company&rsquo s growth initiatives across its technology domains, in view of the increasing focus on AI. The Group CEO explained that Venture currently uses AI to improve operational efficiency and excellence internally. In our Networking & Communications technology domain, we are developing products used in hyperscale AI data centers, and remain optimistic about the growth opportunities in this domain. The Company is also seeing growth in other technology domains such as Life Science, Test & Measurement, Instrumentation and Semiconductor Equipment, particularly with wafer fabrication equipment.
Alignment ( Date: 27-Apr-2026 17:09) Posted:
A third of Venture' s business is in life science and lifestyle consumer which is currently low growth.
It is a good operator but needs more exposure to the white hot sectors. It can build this organically but this will take time, whereas now is the moment.
Venture is a S$5bn mkt cap company, strongly cash positive and has S$1.28bn of net cash on balance sheet. It has the firepower to buy a growth business and transform itself. |
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new directors...new ideas....new directions...
ysh2006 ( Date: 23-Apr-2026 14:23) Posted:
| Yaloh one month downgrade next month upgrade, the changes only thing is their directors resigned new one onboard...so target price go up ? |
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shd take a look at other more promising tech stocks - AEM is one.
venture tend to have more shortists and people selling down
Alignment ( Date: 27-Apr-2026 17:09) Posted:
A third of Venture' s business is in life science and lifestyle consumer which is currently low growth.
It is a good operator but needs more exposure to the white hot sectors. It can build this organically but this will take time, whereas now is the moment.
Venture is a S$5bn mkt cap company, strongly cash positive and has S$1.28bn of net cash on balance sheet. It has the firepower to buy a growth business and transform itself. |
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pump n dump
tonytony ( Date: 27-Apr-2026 16:32) Posted:
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Heading into 2026, Venture is executing on several pathways to accelerate our growth momentum and we are seeing positive traction with our customers:
&bull In the Networking & Communications, Test & Measurement Instrumentation and Semiconductor Related Equipment technology domains, demand is underpinned by strong growth in hyperscale data-centers.
&bull In the Lifestyle Consumer domain, Venture is deepening our collaboration with a key customer through co-developing next generation products and technologies.
&bull In the Life Science domain, we continue to strengthen our role as a trusted partner for technology development, high-value design and advanced manufacturing with several leading life science companies.
&bull Amid a challenging geopolitical environment, customers increasingly rely on their trust and confidence in Venture&rsquo s strong support.
For long-term sustainable growth, Venture continues to strengthen our technologies and capabilities in strategic areas, and is forging more partnerships to drive greater impact going forward.
Alignment ( Date: 27-Apr-2026 17:09) Posted:
A third of Venture' s business is in life science and lifestyle consumer which is currently low growth.
It is a good operator but needs more exposure to the white hot sectors. It can build this organically but this will take time, whereas now is the moment.
Venture is a S$5bn mkt cap company, strongly cash positive and has S$1.28bn of net cash on balance sheet. It has the firepower to buy a growth business and transform itself. |
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run
tonytony ( Date: 27-Apr-2026 16:32) Posted:
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judgment call
Alignment ( Date: 27-Apr-2026 10:40) Posted:
| I think the answer lies not just with the stock itself but also your own situation. How much shares do you already have as a proportion of your assers, what is your risk tolerance etc. |
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4 or fall....:)
tofudidi ( Date: 27-Apr-2026 09:48) Posted:
| Get ready run up to 4 series |
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clouded by too much smoke maybe...
if i recall, Venture' s fortune was tied closely with Philip Morris on development of IQOS products..
2026 Momentum: Philip Morris International (PMI) reported a 16% increase in earnings per share, with IQOS and ZYN products accounting for 43% of total revenue.
- Global Expansion & Regulatory Hurdles: IQOS, a heated tobacco product designed for adult smokers, continues to expand globally, though it faces scrutiny over its chemical emissions.
- US Market: The FDA approval for IQOS has been a critical driver, with PMI navigating competition from other vapor products.
Alignment ( Date: 27-Apr-2026 10:46) Posted:
This one has been a laggard so far in the Singapore tech boom. It needs to generate some positive momentum.
If it can' t do this organically, it should think about buying one of the other companies. This would create both revenue and cost synergies - win win. There are several on SGX that would fit the bill. |
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yes, rotational play
wehuattogether88 ( Date: 27-Apr-2026 10:18) Posted:
CSE super laggard base on tech play.
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haha...no such thing as " early know" one lah and congrats to all who didnt run road...yet..
SGX may query soon....cause at this rate, up $1 a day, even $20 is not far from the horizon..
aragosta ( Date: 27-Apr-2026 10:02) Posted:
Monstrous opening!
I decided not to post any more comment until after theAGM and 1Q business update this week.....
Not to sound like as if I know everything, but the " feeling" from the coffee shops is super good........
Unbelievable as it seems, mafia short to mini mid term target could be breached this week, if no nuclear war
those who sold Genting and bought into Keppel should have gotten into this Monster........ money would have double by now.......
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VCL_AGM-Results_2026.pdf
Luckygal ( Date: 24-Apr-2026 11:38) Posted:
| Anyone attended the AGM today? Any insight, can share? |
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gone case....look at AEM instead. shining star and $10 in the making
Venture Directors pay should be all reduced for non performance
Luckygal ( Date: 24-Apr-2026 11:38) Posted:
| Anyone attended the AGM today? Any insight, can share? |
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logic don' t work...
ruanlai ( Date: 27-Apr-2026 09:21) Posted:
How can this gem share price more than SIA?
Over pricing and be careful guys!
Dyodd |
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been there, done that....come on, just for that 2 or 3 cents more of wait and it comes plunging now 20c....jialat...
wavehunter ( Date: 24-Apr-2026 16:52) Posted:
Yes, you are not worried becoz you have a thick buffer there.
I am not talking about buffer.
I am talking about got profits no take and the market takes a big chunk of it back.
Say suddenly somebody starts throwing big time and within one hour, the price falls by 50 cts to $5.50 region and you wake
up from your nap to see that 50 cts of paper profit have been creamed off from your plate, how does that feel?
Not good, ofcoz.
That' s what I meant.
And that is not what you want to happen to you.
Which can happen during the time of your nap.
Caesar ( Date: 24-Apr-2026 16:24) Posted:
| Urh ...no leh ...almost fell asleep 😴 . Actually I am not worried. My purchase price is 4.22. I was planning to sell at 5.22. Anything above 5.22 is just extra profit. Still got some buffer, can wait till the rally runs out of steam |
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Very well said bro wavehunter.
Three claps for u!!!
Stay safe and have a good week!
wavehunter ( Date: 25-Apr-2026 00:21) Posted:
Bro Caesar,
A 50% gain is what you get.
For your courage to make this bet.
For many years when you were stuck.
You often wonder if you should just cut.
From time to time we will see fear.
Just get used to it and bring out the beer.
Drawdowns are part and parcel of this game.
Getting our trades wrong brings no shame.
Markets will not be always down.
Good times will come back, no need to frown.
" Stay invested, dont time the market" .... so they say.
Pick the right stocks and they will pay.
Investing is a marathon, not a sprint.
Play the LONG game and you will win.
Yup. Wishing everyone a great and fruitful weekend.
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yes, most if not all affected. Just by how much extent..
tonytony ( Date: 26-Apr-2026 10:46) Posted:
Agree most companies will be affected by the ME war , not just ifast .
msksmsks ( Date: 26-Apr-2026 10:18) Posted:
Juz a normal routine risk disclosure being cautionary (not necessarily wl happen) and transparent as a listed Co and keeping shareholders abreast of.
Any Disruption is a small subset of the entire AUA and possibly temp if no prolonged war.
Funny thing pple treat it as a doomsday. There wl be more Co issuing such statement arising fm this war conflict.
No one nor any industries is immuned to any escalation and prolonged war when disruption arises. including the AI frenzy
Eg. Juz like Riverstone, warning abt rise in raw material costs.
Rather, investors shld take note of forthcoming events which wl DIRECTLY AFFECT N BENEFIT IFast which The group expects DOUBLE digit growth in its Hong Kong business in 2026, with additional upside from its Orso pension administration business, which starts contributing in the second half of 2026.
Epension fm Macau and collaboration with ANT and Alipay wl start their contributions too.
Look at the bigger pic as a whole which the Co still guiding a Healthy growth FY26 with higher dividend payout of 10.5ct or more.. that's more relevant and realistic
Co also start doing their SBB which wl render support and confidence to protect and enhance shareholders value.
Letz C
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can take a bet if that happens...
tangsookiam1947 ( Date: 26-Apr-2026 09:37) Posted:
wait at $5...?
tongphlp ( Date: 25-Apr-2026 18:43) Posted:
| looks and sounds bad...bloodbath on Mon |
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looks and sounds bad...bloodbath on Mon?
tonytony ( Date: 25-Apr-2026 11:37) Posted:
Chairman just wanted to send a message to the investment public , " Dont blame me for not warning you earlier " . Guees he knew the trouble ahead !
Joelton ( Date: 25-Apr-2026 10:24) Posted:
iFast says it&rsquo s not a key beneficiary of crisis-driven inflows, flags risk from Middle East tensions
The fintech platform also unveils its planned CAGR at its AGM on Friday, but shareholders question the projections
[SINGAPORE] Fintech platform iFast has said it has not had a meaningful uplift in inflows, despite the Middle East conflict having driven capital into major financial hubs such as Singapore, Hong Kong and London, where it operates.
Lim Chung Chun, chairman and group CEO of iFast Corporation, said at the group&rsquo s annual general meeting (AGM) on Friday (Apr 24): &ldquo We are so far not the key beneficiary.&rdquo
He noted that much of the inflows were instead from high-net-worth investors, but added that iFast&rsquo s exposure to this client base was limited.
Speaking to more than 500 shareholders at the Sands Expo and Convention Centre, he warned that further escalation in Middle East tensions could hit iFast in the short term, particularly its unit trust and stock business.
At the start of the AGM, Jean Paul Wong, executive director of iFast, took the shareholders through the company&rsquo s Q1 2026 results, which were released the day before.
The company&rsquo s net profit jumped 47.3 per cent to S$28 million for the three months ended Mar 31, 2026, up from S$19 million in the year-ago period.
More details were disclosed about iFast&rsquo s three-year plan (for 2026 to 2028) to grow its assets under administration (AUA) to S$100 billion by 2030. This is expected to take its compound annual growth rate (CAGR) to 25.6 per cent or higher over the next five years.
Under the plan, the key markets of Singapore and Hong Kong are to grow at a CAGR of 22.5 per cent and 26.2 per cent, respectively.
Meanwhile, iFast Global Bank could grow at a CAGR of 56.9 per cent under the group&rsquo s push to scale its digital banking capabilities.
Shareholders raised concerns on the bank&rsquo s rate of growth, comparing it with other platforms such as Revolut they also asked whether the projected CAGR of 56.9 per cent was too ambitious.
In response, Lim said that the base of iFast&rsquo s AUA for 2025, at S$1.6 billion, was a low one, but that moving towards the target of S$15 billion was achievable.
The group is also counting on artificial intelligence to drive efficiency.
The company expects the overall group headcount to peak in mid-2026, and be at a lower level at the end of 2028, which would pave the way for improved profit margins from 2027.
On how AI would benefit the group, Lim said the payoffs would come mainly in areas such as customer service and technology.
Business updates
On strategic moves, iFast said that its planned acquisition of a 30 per cent stake in Financial Alliance Corporation in January had an earnings yield of about 6 per cent, comparing it to the debt raised in early March this year at a 2.75 per cent coupon rate.
Separately, iFast is pushing ahead with its &ldquo Truly Global&rdquo Business model. Under this exercise, iFast&rsquo s direct-to-consumer retail investment platform, FSMOne, will be rebranded as FSM Global in Singapore and Hong Kong.
There will also be a new partnership with Ant International to expand cross-border payment capabilities.
The group expects double-digit growth in its Hong Kong business in 2026, with additional upside from its Orso pension administration business, which starts contributing in the second half of 2026.
Ten resolutions were passed at Friday&rsquo s AGM, including the approval of a final dividend of S$0.025 a share for FY2025, and the granting of options to Lim.
Shares of iFast closed S$0.49 or 5.2 per cent lower at S$9 on Friday.
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stuckists in wilmar can be also known as marists - graudands from maris stella? :) or sunkists...waiting for the sun to rise another day?
wavehunter ( Date: 24-Apr-2026 13:28) Posted:
It reminds me of Wilmar International.
The hype was her subsidiary IPO listing in China.
They churned her and pushed her up from under $3.00 to reach $5.64, a level not seen for more than 10 years.
After that when the music stopped, she Puak Toh Longkang and fell all the way down to $2.78.
Those who bought early and took profits, good for them.
Those who chased near the highs or worse, added more to average down when she was on the way down became stuckists.
sanvan ( Date: 24-Apr-2026 11:40) Posted:
AEM is up nearly 20% mirroring the Intel price increase.
Good for those who are in this.
But $6, this one looks way overbought.
When it crashes, it is going to be like sliding down naked on a blade. |
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