- We remain positive on Venture Corp (SGX:V03) for its differentiating solutions strategy, which is expected to drive long-term growth. We expect higher-value solutions with customer stickiness to drive more orders and better margins.
- - Read this at SGinvestors.io -
Investors are generally positive on Venture Corp.
- We re-reiterate our positive stance on the stock after hosting Venture Corp on a non-deal roadshow with our buy-side clients in Kuala Lumpur.
- Venture Corp’s differentiation strategy is ongoing. It has emphasised to our clients that it not only manufactures, but offers integrated R&D and supply chain management capabilities as an EMS++ (electronics manufacturing services) manufacturer.
- - Read this at SGinvestors.io -
- Investors generally like the stock for its balance sheet strength, cash-generation capabilities, consistent dividend payouts, and share buybacks. Some investors are concerned about its revenue and earnings cyclicality, as seen in the prior years, with some past concerns over US tariffs. However, Venture Corp’s strategy to provide differentiating solutions to improve customer stickiness should help mitigate some of the tech sector’s cyclicality going forward.
Differentiated solutions driving growth.
- Read more at SGinvestors.io.
