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SINGTEL - TELCO GIANT AT TINY 16 YEAR LOW PRICE
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tongphlp
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23-Mar-2026 09:18
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tongphlp
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20-Mar-2026 13:29
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heard some rkind of eshuffling going on...not sure what but hope for the best
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tongphlp
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18-Mar-2026 08:52
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Alignment ( Date: 13-Mar-2026 17:25) Posted:
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Elite
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To answer the question I think you are really asking, I would not put a lot of faith in their price targets alone. Look instead at their analysis and see if you agree with how they arrive at their numbers.
tongphlp ( Date: 12-Mar-2026 09:44) Posted:
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Supreme
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Target Prices (as of early March 2026):
- DBS Research: Target Price SGD 17.90 (Hold)
- Maybank Research: Target Price SGD 18.10 (Buy)
- Phillip Securities: Target Price SGD 16.80 (Accumulate)
- RHB Research: Target Price SGD 17.20 (Buy)
Supreme
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Venture Corporation: Resilient Margins Amidst a Tech Transition
Venture Corporation faced a more turbulent environment in FY2025, yet managed to maintain its reputation for operational excellence.
Total revenue dipped by 7.4% YoY to S$2.53 billion, largely due to a slowdown in the Lifestyle Consumer segment and unfavorable currency fluctuations.
This top-line pressure trickled down to net profit, which also fell 7.4% to S$227.0 million.
However, the group&rsquo s focus on high-value design and life sciences paid off, allowing gross margins to improve and net margins to hold steady at a healthy 9.0%.
While free cash flow halved to S$223.5 million due to higher capital expenditures, the company&rsquo s &ldquo fortress&rdquo balance sheet remained intact, boasting a net cash position of S$1.28 billion with zero debt.
Confidence in this cash-rich position allowed the board to actually raise the total dividend to S$0.80 per share, up from S$0.75 in the prior year.
Looking toward 2026, Venture appears to be turning a corner.
The group is seeing renewed demand in semiconductor-related equipment and networking, driven by the global build-out of hyperscale data centers.
By co-developing next-generation products in the consumer space and deepening ties with life science leaders, Venture is positioning itself as a critical partner in an increasingly complex geopolitical landscape.
Its ability to raise dividends during a down year underscores the resilience of its capital-light, high-precision manufacturing model.
Get Smart: Resilience in a Rebounding Market
For the investors, these results highlight a crucial lesson: look past the headline noise.
Meanwhile, Venture&rsquo s slight earnings contraction is mitigated by its massive cash pile and rising dividends.
As long as they continue to prioritize shareholder returns alongside strategic reinvestment, they remain foundational picks for a balanced Singaporean portfolio.
Supreme
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| Purchase made by way of market acquisition | Yes | |||||||||||||||
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Supreme
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PSR Recommendation: ACCUMULATE Status: Upgraded
Last Close Price: 15.39Target Price: 16.80
FY25 results were within expectations. Revenue/PATMI were 101%/99% of our FY25e forecast. 2H25 PAMI declined 6% YoY to S$114mn, dragged down by a similar 6% fall in revenue. The pace of contraction in 4Q25 revenue was slower at 3% YoY. FY25 dividend of 80 cents was 5 cents higher due to the interim special announced earlier.
- Venture&rsquo s guidance reflected a more positive trajectory. There were more identifiable product initiatives to accelerate the growth momentum into 2026. The areas of growth were consumer lifestyle, semiconductors and network equipment in data centres.
- We upgrade the recommendation to ACCUMULATE from NEUTRAL. We inch up our FY26e PATMI by 3% to S$256mn. The target price is raised to S$16.80 (prev. S$13.00). Our target PE ratio is increased to 19x from 15x, toward the higher quartile of the 5-year average. We expect earnings to recover in FY26. The major driver will be the new generation consumer lifestyle product launch in 2H26. down by 1% on account of lower interest rates and foreign exchange. Global rollout of data centres will benefit its networking, communications, instrumentation and semiconductor divisions. The dividend yield of 5.1% (or S$230mn payout) is backed by free cash flows of S$200-300mn p.a. and net cash balance sheet of S$1.28bn.
Supreme
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Broker Name: CGS International Securities
Date of Report: March 2, 2026
Excerpt from CGS International Securities report.
Report Summary
- Venture Corporation&rsquo s FY25 net profit fell 7.4% YoY to S\$227m, with revenue impacted by softness in its Lifestyle Consumer technology domain and currency headwinds. Profit margin was stable at 9.0% due to effective cost management.
- The company remains in a strong net cash position (S\$1.3bn) and returned almost all FY25 earnings via dividends. Management is optimistic about FY26 revenue growth, driven by data centre demand and deeper customer collaborations, and is exploring ways to improve shareholder returns.
- Venture was upgraded to &ldquo Add&rdquo with a target price of S\$17.04, on expectations of a P/E re-rating supported by Singapore&rsquo s EQDP initiative and potential new product launches and customer diversification. Downside risks include supply chain disruptions and a weaker global economy.
- Peer comparison shows Venture offers a competitive dividend yield and stable ROE. ESG review notes a C+ combined score, with transparency and energy efficiency efforts, but highlights customer concentration and e-cigarette exposure as risks.
Above is an excerpt from a report by CGS International Securities. Clients of CGS International Securities can be the first to access the full report from the CGS International Securities website : https://www.cgsi.com.sg
What a joke!
tongphlp ( Date: 02-Mar-2026 10:49) Posted:
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Supreme
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tongphlp ( Date: 27-Feb-2026 13:18) Posted:
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Supreme
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Fiat500 ( Date: 27-Feb-2026 13:12) Posted:
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Supreme
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Whatever share buy back or strong balance sheet is useless!
Veteran
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tongphlp ( Date: 27-Feb-2026 11:48) Posted:
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Supreme
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selling like fire sale and there' s no tomorrow..
easily manipulated same like other stocks..rotational play
Fiat500 ( Date: 27-Feb-2026 11:35) Posted:
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Veteran
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Supreme
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Its board has proposed a final dividend of S$0.50 per share, unchanged from the same period last year
[SINGAPORE] Venture Corporation posted a 6.1 per cent fall in H2 FY2025 earnings to S$114 million from S$121.4 million the year prior.
In its earnings release on Thursday (Feb 26), Venture reported a 5.8 per cent fall in H2 FY2025 revenue to S$1.3 billion from S$1.4 billion in H2 FY2024. This was mainly driven by lower demand in the lifestyle consumer technology sector for product replacement due to improved product reliability.
For FY2025, Venture reported a 7.4 per cent year-on-year decline in net profit to S$227 million from S$245 million the year prior.
This came as revenue for FY2025 fell 7.4 per cent to S$2.5 billion, from S$2.7 billion in the previous year.
The company attributed the full-year decline mainly to the same lower demand in the lifestyle consumer technology segment that impacted H2 FY2025.
The company&rsquo s earnings per share came in at S$0.787 for the full year, from S$0.844 in the corresponding period a year earlier.
Venture&rsquo s board proposed a final dividend of S$0.50 per share, unchanged from the same period last year. Including the interim and special dividends, the total dividend for FY2025 will be S$0.80 per share, a 6.7 per cent increase from FY2024. If approved at the upcoming annual general meeting, the final dividend will be payable on May 19.
For 2026, Venture said that it aims to accelerate growth through several pathways and that it is seeing positive traction with customers.
The demand in the networking and communications, test and measurement instrumentation and semiconductor-related equipment domains is being underpinned by strong growth in hyperscale data-centres.
In the lifestyle consumer segment, Venture is deepening collaboration with a key customer to co-develop next-generation products and technologies.
The company said it will continue to work on technologies and capabilities in strategic areas and forge more partnerships.
Supreme
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Venture Corporation Ltd (V03) is trading at S$15.81, reflecting a sharp -6.45% decline today following its full-year 2025 earnings report. Despite the immediate price drop, analysts generally maintain a Hold consensus, citing the company' s strong net-cash position and attractive dividend yield.
Curious - why analyst maintain HOLD and not SELL!
So, who' s selling then.....
Supreme
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Fiat500 ( Date: 26-Feb-2026 19:34) Posted:
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Supreme
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Venture Corporation Adds Independent Director to Remuneration Committee
- Venture Corporation appointed Ms Chong Siak Ching to its Remuneration Committee, effective 26 February 2026.
- The refreshed committee composition strengthens independent oversight of executive remuneration and board governance at Venture.
Supreme
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Alignment ( Date: 15-Jan-2026 19:49) Posted:
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