Venture Corp - Maybank Research 2025-04-09: Margin Downside From Tariffs, But Offers 7% Yield

• No country is likely to be spared from Trump’s tariffs. Using US consumption of global economy as a proxy, Venture Corp faces margin downside as we estimate that 25% of its revenue will be exposed to US tariffs once the next batch of orders are renegotiated.
• - Read this at SGinvestors.io -

Gross and net margins likely to decline

• Under existing contract terms, Venture Corp can still pass on the higher cost of tariffs to customers. However, Venture Corp will be negotiating with customers the new batch of orders and we think Venture Corp is likely to have to stomach some of the increase in costs and reduce its margins.
• - Read this at SGinvestors.io -

Downside from US exposure

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Above is an excerpt from a report by Maybank Research.
Clients of Maybank Securities may be the first to access the full PDF report @ https://www.maybanktrade.com.sg/.

Previous report by Maybank:
2025-02-23 Venture Corporation - Cloudy Outlook.

Price targets by 4 other brokers at Venture Corp Target Prices.

Listing of research reports at Venture Corp Analyst Reports.

Relevant links:
Venture Corp Share Price History,
Venture Corp Announcements,
Venture Corp Dividend Payout Dates & Corporate Actions,
Venture Corp News