Shares & Derivatives
Update on Venture Corp
By Sillyinvestor  •  May 8, 2016
Venture continue to recover YoY. Recovery is not broad base but driven largely but it's Test & Measurement/medicial/ Others Segment. Management has concede Retail Store solution and Industrial Products is one of lower margin segment and with the improving Margin coinciding with the growth of the test and measurement segment, I think we can draw the link that this segment has better margin most properly due to it being HMLV type of EMS. If u like Acromec due to its exposure to healthcare segment (was reading up on it due to a write up by a blogger), I think U would like Venture more. It's 2 different business but Venture EMS business has a longer "recurring" probability at long as clients keep their production lines running, Aecromec on the other hand is project based and has not overseas track records although they said they wanted to break into ASEAN ......
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By Sillyinvestor
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