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trademaster Supreme	21-Oct-2019 11:11        trademaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	I base on chart and price action. Look at the 30 min chart, nice reversal up HendriJB      ( Date: 21-Oct-2019 10:19) Posted: Plus Trademaster is also accurate 99% and one percent is market sentiment and Donald Trump Tweet... 👍 some time Trump talk do not know what and why. Anyway he is Trump and have daily opportunities in stocks. HendriJB      ( Date: 21-Oct-2019 10:15) Posted: Maybank almost accurate. DBS we must reduce in mind stocks TP :
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HendriJB Supreme	21-Oct-2019 10:37        HendriJB About Contact  Quote this Post!   Yells: "Breathe, Step Back - Think "
x 0   x 0  Alert Admin	Today Venture stock. ...Bull 👀 & 👀 Bear... looking @ each other
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HendriJB Supreme	21-Oct-2019 10:19        HendriJB About Contact  Quote this Post!   Yells: "Breathe, Step Back - Think "
x 0   x 0  Alert Admin	Plus Trademaster is also accurate 99% and one percent is market sentiment and Donald Trump Tweet... 👍 some time Trump talk do not know what and why. Anyway he is Trump and have daily opportunities in stocks. HendriJB      ( Date: 21-Oct-2019 10:15) Posted: Maybank almost accurate. DBS we must reduce in mind stocks TP :) HendriJB      ( Date: 21-Oct-2019 10:10) Posted: Yes I follow same 👍
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Nick90 Member	21-Oct-2019 10:17        Nick90 About Contact  Quote this Post!   Mood: Yells: "Always all-in."
x 0   x 0  Alert Admin	Nowaday Trump' s twitter is the most accurate one. HendriJB      ( Date: 21-Oct-2019 10:15) Posted: Maybank almost accurate. DBS we must reduce in mind stocks TP :) HendriJB      ( Date: 21-Oct-2019 10:10) Posted: Yes I follow same 👍
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HendriJB Supreme	21-Oct-2019 10:15        HendriJB About Contact  Quote this Post!   Yells: "Breathe, Step Back - Think "
x 0   x 0  Alert Admin	Maybank almost accurate. DBS we must reduce in mind stocks TP :) HendriJB      ( Date: 21-Oct-2019 10:10) Posted: Yes I follow same 👍 Nick90      ( Date: 21-Oct-2019 10:03) Posted: I referred here. From my experience, CIMB is always the most accurate  among these bankers. https://sgx.i3investor.com/servlets/ptg/v03.jsp
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HendriJB Supreme	21-Oct-2019 10:10        HendriJB About Contact  Quote this Post!   Yells: "Breathe, Step Back - Think "
x 0   x 0  Alert Admin	Yes I follow same 👍 Nick90      ( Date: 21-Oct-2019 10:03) Posted: I referred here. From my experience, CIMB is always the most accurate  among these bankers. https://sgx.i3investor.com/servlets/ptg/v03.jsp HendriJB      ( Date: 21-Oct-2019 09:52) Posted: Hi Nick90 ... what was the previous Target 🎯 price for Venture? Thanks
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Nick90 Member	21-Oct-2019 10:08        Nick90 About Contact  Quote this Post!   Mood: Yells: "Always all-in."
x 0   x 0  Alert Admin	If anyone knows there is any xiaokia-ahtiong trade talks before this Nov 8?
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Nick90 Member	21-Oct-2019 10:03        Nick90 About Contact  Quote this Post!   Mood: Yells: "Always all-in."
x 0   x 0  Alert Admin	I referred here. From my experience, CIMB is always the most accurate  among these bankers. https://sgx.i3investor.com/servlets/ptg/v03.jsp HendriJB      ( Date: 21-Oct-2019 09:52) Posted: Hi Nick90 ... what was the previous Target 🎯 price for Venture? Thanks Nick90      ( Date: 21-Oct-2019 09:51) Posted: Keep on changing the TP. Like this i also can become investor banker. *#% these bankers cant be trusted one
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Nick90 Member	21-Oct-2019 09:51        Nick90 About Contact  Quote this Post!   Mood: Yells: "Always all-in."
x 0   x 0  Alert Admin	Keep on changing the TP. Like this i also can become investor banker. *#% these bankers cant be trusted one. HendriJB      ( Date: 21-Oct-2019 09:41) Posted: Just Received from CIMB Venture Corporation (ADD, tp:SGD16.28) - Taking a breather at S$15.98 - Given global GDP growth concerns and slower revenue growth for Venture?s customers, we now think 2H19 may be weaker than 1H19. We keep our Add call but cut FY19F core EPS by 2.8% to reflect the above view. We will reassess our FY20-21F forecasts post 3Q19 results (8 Nov). Technically, we suggest locking in profits with better re-entry levels at S$14.70-15.00.
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HendriJB Supreme	21-Oct-2019 09:41        HendriJB About Contact  Quote this Post!   Yells: "Breathe, Step Back - Think "
x 0   x 0  Alert Admin	Just Received from CIMB Venture Corporation (ADD, tp:SGD16.28) - Taking a breather at S$15.98 - Given global GDP growth concerns and slower revenue growth for Venture?s customers, we now think 2H19 may be weaker than 1H19. We keep our Add call but cut FY19F core EPS by 2.8% to reflect the above view. We will reassess our FY20-21F forecasts post 3Q19 results (8 Nov). Technically, we suggest locking in profits with better re-entry levels at S$14.70-15.00.
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HendriJB Supreme	21-Oct-2019 09:33        HendriJB About Contact  Quote this Post!   Yells: "Breathe, Step Back - Think "
x 0   x 0  Alert Admin	Ok, thanks Trademaster 👌 trademaster      ( Date: 21-Oct-2019 09:28) Posted: Friday drop already show the bottom. Can start to look to long HendriJB      ( Date: 21-Oct-2019 09:19) Posted: Venture confuse which direction to go.... bear or bull way:
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trademaster Supreme	21-Oct-2019 09:28        trademaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Friday drop already show the bottom. Can start to look to long HendriJB      ( Date: 21-Oct-2019 09:19) Posted: Venture confuse which direction to go.... bear or bull way:) trademaster      ( Date: 21-Oct-2019 09:11) Posted: Overall positive news going forward..
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HendriJB Supreme	21-Oct-2019 09:19        HendriJB About Contact  Quote this Post!   Yells: "Breathe, Step Back - Think "
x 0   x 0  Alert Admin	Venture confuse which direction to go.... bear or bull way:) trademaster      ( Date: 21-Oct-2019 09:11) Posted: Overall positive news going forward... HendriJB      ( Date: 21-Oct-2019 08:17) Posted: VENTURE CORP DECLINED BY 4% DESPITE SOLID PHILIP MORRIS 3Q19 RESULTS. HERE?S WHY. Posted by RT | Oct 20, 2019 QUICK SUMMARY: Philip Morris (PM) delivered better-than-expected 3Q19 results although its share fell after the company provided muted 4Q guidance, largely due to timing issues affecting 4Q outlook. The company?s heated-tobacco products (IQOS) were a highlight in the quarter, with management confident that the company is well on its way to hitting its unit-shipment volume target of 90 to 100 bn by 2021. This is due to ongoing strength in key IQOS market such as Russia, Japan and Europe. Management also highlighted that IQOS?s launch in the US (being spearheaded by Altria) is off to a good start and that the company is (happy with the relationship) despite merger talks between the two company now fully off the table. The recent negative headlines surrounding vaping make alternatives such as IQOS all the more attractive. HOW DOES ALL THIS AFFECT VENTURE? For those who are familiar with Venture, you would be aware that PM is an important customer of the company, where Venture is currently one of two/three key suppliers of PM?s IQOS device. How significant is their relationship? Well Venture?s management has all-along been extremely secretive of their client relationships and does not openly disclose clients? contribution to their top-line. PM is touted to be the largest client of Venture at present and management disclosed in its 2018 annual report that one company encompassed more than 10% of Group?s revenue. How much beyond 10% is up for dispute with the street speculating anywhere from low teens to approx. 30% of Group?s revenue. STREET GENERALLY POSITIVE ON VENTURE The market has turned generally positive on the company post its 2Q19 result which was ahead of the street?s expectations, with a number of brokers such as UOB, CIMB and RHB all upgrading the counter, taking into account its then share price weakness. Venture has also gained favour among Phillip Securities which initiated a BUY rating on the counter in a 30 Sep report, with a price target of S$17.68, implying 17% upside from its last-closing price of S$15.98 on Thursday. However, share price post 2Q19 remain relatively lackluster, likely due to market concerns over US-China trade war issues that will negatively impact product demand for Venture?s top US clients. LAUNCH OF NEW IQOS PRODUCT COULD AGAIN BE POSITIVE FOR VENTURE CIMB highlighted in a 26 Sep report, that its key customer, PM announced the launch of a new product IQOS 3 DUO that will be available in Japan in September and will subsequently be rolled out to most of the markets by the end of 2019. Another possible new product, IQOS MESH (e-vapour) could be formally launched in 2H19. While the broker maintains its ADD call on the counter with a Target price of S$16.28, it notes that on a technical basis, it remains on a long-term bearish trend with a major hurdle at the S$16.00 resistance level. Key supports are at S$14.50 and S$14.00. VENTURE 3Q19/FY19 OUTLOOK CIMB expects Venture to generate core profits of S$90.4m in 3Q19, 11.9% higher YoY when the company release its results on 8 November. According to Bloomberg, the street has a full-year 2019 earnings expectation of S$366m, a slight decline vs. 2018 earnings of S$370m. 9 Brokers have a positive call, with 2 Neutral and 2 taking a bearish stance on the company. While the US-China trade tension remains a major headwind for tech-related counters such as Venture, strong performance from PM?s IQOS product, with consistent new device launches ahead could continue to drive both top and bottom-line performance for Venture, assuming that PM is indeed a significant revenue/earnings contributor to the company. Source: CIMB The company is currently trading at consensus forward PER of 12x and looks cheap when compared against international competitors such as Flextronics, Jabil, Plexus etc, trading at average forward 2019 PER multiples of 23.6x, according to CIMB. With generally positive sentiments (from the street) and cheap valuation vs. peers, why did Venture?s share price declined by 4% last Friday when PM announced positive 3Q19 results? WHY DID VENTURE?S SHARE PRICE DECLINED BY 4% LAST FRIDAY? This could be due to PM?s 3Q19 transcript comments pertaining to IQOS device sales. ?We now expect the full year contribution of IQOS devices to total RRP net revenues to be approximately 15% compared to below 20% previously. This primarily reflects the favorable geographic mix impact of greater HTU volume in relatively high margin geographies, notably markets in the EU region, the longer lifespan of the latest IQOS devices compared to prior versions and the impact of IQOS device retail price changes in select market. Now We Know, how Venture Corp declined by 4% despite solid Philip Morris 3Q19 results. 👉 PM?s 3Q19 transcript comments 👉 Look out for Venture?s earnings on November 8, 2019
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trademaster Supreme	21-Oct-2019 09:11        trademaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Overall positive news going forward... HendriJB      ( Date: 21-Oct-2019 08:17) Posted: VENTURE CORP DECLINED BY 4% DESPITE SOLID PHILIP MORRIS 3Q19 RESULTS. HERE?S WHY. Posted by RT | Oct 20, 2019 QUICK SUMMARY: Philip Morris (PM) delivered better-than-expected 3Q19 results although its share fell after the company provided muted 4Q guidance, largely due to timing issues affecting 4Q outlook. The company?s heated-tobacco products (IQOS) were a highlight in the quarter, with management confident that the company is well on its way to hitting its unit-shipment volume target of 90 to 100 bn by 2021. This is due to ongoing strength in key IQOS market such as Russia, Japan and Europe. Management also highlighted that IQOS?s launch in the US (being spearheaded by Altria) is off to a good start and that the company is (happy with the relationship) despite merger talks between the two company now fully off the table. The recent negative headlines surrounding vaping make alternatives such as IQOS all the more attractive. HOW DOES ALL THIS AFFECT VENTURE? For those who are familiar with Venture, you would be aware that PM is an important customer of the company, where Venture is currently one of two/three key suppliers of PM?s IQOS device. How significant is their relationship? Well Venture?s management has all-along been extremely secretive of their client relationships and does not openly disclose clients? contribution to their top-line. PM is touted to be the largest client of Venture at present and management disclosed in its 2018 annual report that one company encompassed more than 10% of Group?s revenue. How much beyond 10% is up for dispute with the street speculating anywhere from low teens to approx. 30% of Group?s revenue. STREET GENERALLY POSITIVE ON VENTURE The market has turned generally positive on the company post its 2Q19 result which was ahead of the street?s expectations, with a number of brokers such as UOB, CIMB and RHB all upgrading the counter, taking into account its then share price weakness. Venture has also gained favour among Phillip Securities which initiated a BUY rating on the counter in a 30 Sep report, with a price target of S$17.68, implying 17% upside from its last-closing price of S$15.98 on Thursday. However, share price post 2Q19 remain relatively lackluster, likely due to market concerns over US-China trade war issues that will negatively impact product demand for Venture?s top US clients. LAUNCH OF NEW IQOS PRODUCT COULD AGAIN BE POSITIVE FOR VENTURE CIMB highlighted in a 26 Sep report, that its key customer, PM announced the launch of a new product IQOS 3 DUO that will be available in Japan in September and will subsequently be rolled out to most of the markets by the end of 2019. Another possible new product, IQOS MESH (e-vapour) could be formally launched in 2H19. While the broker maintains its ADD call on the counter with a Target price of S$16.28, it notes that on a technical basis, it remains on a long-term bearish trend with a major hurdle at the S$16.00 resistance level. Key supports are at S$14.50 and S$14.00. VENTURE 3Q19/FY19 OUTLOOK CIMB expects Venture to generate core profits of S$90.4m in 3Q19, 11.9% higher YoY when the company release its results on 8 November. According to Bloomberg, the street has a full-year 2019 earnings expectation of S$366m, a slight decline vs. 2018 earnings of S$370m. 9 Brokers have a positive call, with 2 Neutral and 2 taking a bearish stance on the company. While the US-China trade tension remains a major headwind for tech-related counters such as Venture, strong performance from PM?s IQOS product, with consistent new device launches ahead could continue to drive both top and bottom-line performance for Venture, assuming that PM is indeed a significant revenue/earnings contributor to the company. Source: CIMB The company is currently trading at consensus forward PER of 12x and looks cheap when compared against international competitors such as Flextronics, Jabil, Plexus etc, trading at average forward 2019 PER multiples of 23.6x, according to CIMB. With generally positive sentiments (from the street) and cheap valuation vs. peers, why did Venture?s share price declined by 4% last Friday when PM announced positive 3Q19 results? WHY DID VENTURE?S SHARE PRICE DECLINED BY 4% LAST FRIDAY? This could be due to PM?s 3Q19 transcript comments pertaining to IQOS device sales. ?We now expect the full year contribution of IQOS devices to total RRP net revenues to be approximately 15% compared to below 20% previously. This primarily reflects the favorable geographic mix impact of greater HTU volume in relatively high margin geographies, notably markets in the EU region, the longer lifespan of the latest IQOS devices compared to prior versions and the impact of IQOS device retail price changes in select market. Now We Know, how Venture Corp declined by 4% despite solid Philip Morris 3Q19 results. 👉 PM?s 3Q19 transcript comments 👉 Look out for Venture?s earnings on November 8, 2019
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HendriJB Supreme	21-Oct-2019 08:17        HendriJB About Contact  Quote this Post!   Yells: "Breathe, Step Back - Think "
x 0   x 0  Alert Admin	VENTURE CORP DECLINED BY 4% DESPITE SOLID PHILIP MORRIS 3Q19 RESULTS. HERE?S WHY. Posted by RT | Oct 20, 2019 QUICK SUMMARY: Philip Morris (PM) delivered better-than-expected 3Q19 results although its share fell after the company provided muted 4Q guidance, largely due to timing issues affecting 4Q outlook. The company?s heated-tobacco products (IQOS) were a highlight in the quarter, with management confident that the company is well on its way to hitting its unit-shipment volume target of 90 to 100 bn by 2021. This is due to ongoing strength in key IQOS market such as Russia, Japan and Europe. Management also highlighted that IQOS?s launch in the US (being spearheaded by Altria) is off to a good start and that the company is (happy with the relationship) despite merger talks between the two company now fully off the table. The recent negative headlines surrounding vaping make alternatives such as IQOS all the more attractive. HOW DOES ALL THIS AFFECT VENTURE? For those who are familiar with Venture, you would be aware that PM is an important customer of the company, where Venture is currently one of two/three key suppliers of PM?s IQOS device. How significant is their relationship? Well Venture?s management has all-along been extremely secretive of their client relationships and does not openly disclose clients? contribution to their top-line. PM is touted to be the largest client of Venture at present and management disclosed in its 2018 annual report that one company encompassed more than 10% of Group?s revenue. How much beyond 10% is up for dispute with the street speculating anywhere from low teens to approx. 30% of Group?s revenue. STREET GENERALLY POSITIVE ON VENTURE The market has turned generally positive on the company post its 2Q19 result which was ahead of the street?s expectations, with a number of brokers such as UOB, CIMB and RHB all upgrading the counter, taking into account its then share price weakness. Venture has also gained favour among Phillip Securities which initiated a BUY rating on the counter in a 30 Sep report, with a price target of S$17.68, implying 17% upside from its last-closing price of S$15.98 on Thursday. However, share price post 2Q19 remain relatively lackluster, likely due to market concerns over US-China trade war issues that will negatively impact product demand for Venture?s top US clients. LAUNCH OF NEW IQOS PRODUCT COULD AGAIN BE POSITIVE FOR VENTURE CIMB highlighted in a 26 Sep report, that its key customer, PM announced the launch of a new product IQOS 3 DUO that will be available in Japan in September and will subsequently be rolled out to most of the markets by the end of 2019. Another possible new product, IQOS MESH (e-vapour) could be formally launched in 2H19. While the broker maintains its ADD call on the counter with a Target price of S$16.28, it notes that on a technical basis, it remains on a long-term bearish trend with a major hurdle at the S$16.00 resistance level. Key supports are at S$14.50 and S$14.00. VENTURE 3Q19/FY19 OUTLOOK CIMB expects Venture to generate core profits of S$90.4m in 3Q19, 11.9% higher YoY when the company release its results on 8 November. According to Bloomberg, the street has a full-year 2019 earnings expectation of S$366m, a slight decline vs. 2018 earnings of S$370m. 9 Brokers have a positive call, with 2 Neutral and 2 taking a bearish stance on the company. While the US-China trade tension remains a major headwind for tech-related counters such as Venture, strong performance from PM?s IQOS product, with consistent new device launches ahead could continue to drive both top and bottom-line performance for Venture, assuming that PM is indeed a significant revenue/earnings contributor to the company. Source: CIMB The company is currently trading at consensus forward PER of 12x and looks cheap when compared against international competitors such as Flextronics, Jabil, Plexus etc, trading at average forward 2019 PER multiples of 23.6x, according to CIMB. With generally positive sentiments (from the street) and cheap valuation vs. peers, why did Venture?s share price declined by 4% last Friday when PM announced positive 3Q19 results? WHY DID VENTURE?S SHARE PRICE DECLINED BY 4% LAST FRIDAY? This could be due to PM?s 3Q19 transcript comments pertaining to IQOS device sales. ?We now expect the full year contribution of IQOS devices to total RRP net revenues to be approximately 15% compared to below 20% previously. This primarily reflects the favorable geographic mix impact of greater HTU volume in relatively high margin geographies, notably markets in the EU region, the longer lifespan of the latest IQOS devices compared to prior versions and the impact of IQOS device retail price changes in select market. Now We Know, how Venture Corp declined by 4% despite solid Philip Morris 3Q19 results. 👉 PM?s 3Q19 transcript comments 👉 Look out for Venture?s earnings on November 8, 2019
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HendriJB Supreme	18-Oct-2019 23:26        HendriJB About Contact  Quote this Post!   Yells: "Breathe, Step Back - Think "
x 0   x 0  Alert Admin	Wall Street Journal Philip Morris Sees a Bright Side to Vaping Fears Tobacco company expects more smokers will consider its IQOS alternative By Jennifer Maloney and Allison Prang Updated Oct. 17, 2019 12:42 pm ET Tobacco giant Philip Morris International Inc. says vaping fears in U.S. should give a boost to the recent launch of its IQOS smoking alternative. IQOS, a device that heats tobacco sticks but doesn?t burn them, is already sold in dozens of other countries. It went on sale in the U.S. last month. After a review, the Food and Drug Administration said earlier this year that it would allow Philip Morris and its partner Altria Group Inc. to market IQOS to adult smokers. ...
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trademaster Supreme	18-Oct-2019 22:47        trademaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	From todays price action likely support around 1530, will start bottom scoop next monday. Stocky901      ( Date: 18-Oct-2019 18:57) Posted: Contraction in manufacturing sectors. Will see $12 soon.. PQTPQK      ( Date: 18-Oct-2019 18:39) Posted: any idea why drop so much today ?
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Stocky901 Supreme	18-Oct-2019 18:57        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Contraction in manufacturing sectors. Will see $12 soon.. PQTPQK      ( Date: 18-Oct-2019 18:39) Posted: any idea why drop so much today ?
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PQTPQK Supreme	18-Oct-2019 18:39        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	any idea why drop so much today ?
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uiop1223 Supreme	18-Oct-2019 17:37        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Its a 3% drop. Think when investing, shld look in % rather than amt. for a $1 stock, drop 5cents is 5% drop while venture despite dropping $0.60 is only 3% drop..
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