Broker Name: KGI
Date of Report: Inferred as 2025 (based on mentions of 1H25, 2Q25, etc.)

Excerpt from KGI report.

Report Summary

• Singapore’s electronics sector is recovering strongly, which benefits Venture by improving sentiment and order visibility across the supply chain, even though Venture’s portfolio is more diversified and higher-value than traditional EMS peers.
• Venture’s stable margins and focus on differentiated, value-added solutions—rather than just topline growth—are central to its investment case, allowing it to maintain earnings quality even in less robust demand environments.

Above is an excerpt from a report by KGI. Clients of KGI can be the first to access the full report from the KGI website: https://www.kgi.com