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UMS
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alexvar
Senior |
08-May-2026 12:39
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pretty amazing! semicon industry is surging, good for Taiwan, Korea and Malaysia. | ||||
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Bintang
Elite |
03-May-2026 17:03
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DBS has raised the target price of UMS to $2.92 last Thursday . | ||||
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s100125
Elite |
30-Apr-2026 17:34
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Rumours that Thrump going to involve troops in the strait this weekend | ||||
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Alignment
Elite |
30-Apr-2026 17:13
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Partly because an extra day holiday for Trump to cause trouble when the markets are closed. Partly because of the increasing realisation that the US cannot do anything about Hormuz and that the Iranians have a lock on it. | ||||
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Slowturtle
Senior |
30-Apr-2026 10:00
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Profit-taking today. | ||||
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reggas
Member |
30-Apr-2026 02:19
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hi,,,, i have UMS in my DBS SRS for long time. Can i attend the AGM by showing my NRIC? Thanks
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Trainner
Master |
29-Apr-2026 16:34
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有 道 理 👍 ok, buy both.
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JurongW
Elite |
29-Apr-2026 15:26
Yells: "Earnings give weight, Chart give wings" |
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Why not buy both? When either one goes up, u stand to gain.
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hokpin
Supreme |
29-Apr-2026 15:26
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More than meets the AI &bull AI and memory tailwinds accelerating, broadening the semiconductor upcycle &bull Valuation catch‑ up remains in play despite recent outperformance &bull Preference order: UMS > AEM > Frencken, based on growth and risk‑ reward &bull Maintain BUY across all three, with higher TPs: UMS (TP SGD 2.92, earnings + 9-11%), AEM leads (TP SGD 8.90, earnings +42-56%), Frencken&rsquo s TP raised to SGD 3.22 with earnings unchanged UMS Yield is better than Frencken. UMS is also more Semicon focus stock than Frencken.
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Trainner
Master |
29-Apr-2026 15:18
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Which one is better? UMS or Frencken? AEM has already run up a lot, UMS and Frencken should follow, just don' t know which one is better. |
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s100125
Elite |
29-Apr-2026 14:43
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BBs and institutions players are starting to load up this one as AEM already run up a lot. | ||||
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wehuattogether88
Supreme |
29-Apr-2026 13:53
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I think UMS is still laggard, have not really run UP yet. Looking at and watching UMS now. |
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s100125
Elite |
25-Apr-2026 18:42
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Semiconductor stocks are in the midst of a historic run,
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Alignment
Elite |
25-Apr-2026 17:26
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Congrats - huat ah! Keep holding now? |
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kye_lin
Master |
17-Apr-2026 11:02
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Huat ah! I love UMS. Holding for more than 10 years in my CPF. Dividend plus bonus shares. My best perfoming share. Damn solid. | ||||
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Joelton
Supreme |
17-Apr-2026 10:58
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CGSI reinforces bullish call on UMS Integration with higher target price Among the stocks to outperform the Straits Times Index (STI) this year is semiconductor equipment manufacturer UMS Integration. Closing at $1.79 on April 15 and accounting for the 1-for-4 bonus share issue, the counter has risen by around 57% since the start of 2026, compared to the STI&rsquo s 8% gain. For CGS International (CGSI) analyst William Tng, he believes that the counter, listed on both SGX and Bursa Malaysia, has not yet reached its ceiling. In his April 15 report issued after trading hours, Tng is reinforcing his &ldquo add&rdquo call with a higher target price of $2.23, up from the previous $1.88 issued on March 2. Tng not only expects UMS to report a stronger 2HFY2026 (due to customer order skewed towards the second-half of the year), he thinks that there is a possibility for UMS to report a 1QFY2026 net profit of around $12.2 million, representing a 10% q-o-q and 24% y-o-y increase. The way Tng sees it, UMS is likely to enjoy a stronger FY2026 to FY2028 earnings upcycle, driven by AI demand and two customers. He notes that from the company&rsquo s FY2025 annual report, released on April 13, UMS has renewed a three-year integrated system contract with major customer &ldquo A&rdquo . Coupled with new product pipelines from &ldquo A&rdquo and new customer &ldquo L&rdquo , management is confident in the company&rsquo s FY2026 performance. UMS&rsquo s confidence in its prospects are derived from expected customer demand and industry tailwinds. The company notes that both customers have forecasted &ldquo robust&rdquo demand growth for 2026 and 2027 due to increasing AI adoption. UMS also points out that both &ldquo A&rdquo and &ldquo L&rdquo are major players in the high-bandwidth memory and advanced logic space, which is experiencing &ldquo escalating&rdquo demand. In addition, UMS expects the semiconductor industry to enter a record period of growth, surpassing US$1 trillion in revenue for the first time in 2026. The company also cites industry estimates that global sales of semiconductor manufacturing equipment will grow from 2025 to 2027 and reach a record high of U$156 billion, signaling a clear shift away from traditional consumer driven cycles toward a new &ldquo Giga Cycle&rdquo in which major tech companies are investing heavily to compete in the AI era. On the back of expected business growth driven by industry tailwinds and more customer orders, Tng raises his FY2026 to FY2028 projected revenue by 0.2-12.7%, leading to 2.7-27.6% increase in earnings per share that will experience a 29.6% compound annual growth rate from FY2025 to FY2028. Valuing the company at 26 times of FY2027 forecasted EPS, or two standard deviations above five-year (2022 to 2026) P/E, Tng sets a target price of $2.23. |
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wehuattogether88
Supreme |
16-Apr-2026 14:18
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Taiwan Semiconductor Manufacturing Company on Thursday reported a 58% increase in first-quarter profit, beating estimates and hitting a fresh record as demand for artificial intelligence chips stayed strong.
Here are the company?s results versus LSEG SmartEstimates, which are weighted toward forecasts from analysts who are more consistently accurate: Revenue: 1.134 trillion new Taiwan dollars ($35 billion), vs. NT$1.127 trillion expected Net income: NT$572.48 billion, vs. NT$543.32 billion |
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treehouse
Member |
15-Apr-2026 09:13
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chiong ah! | ||||
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whiteegg
Member |
14-Apr-2026 11:28
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stepping up nearer towards $2 | ||||
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wehuattogether88
Supreme |
14-Apr-2026 11:17
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UMS finally woke UP! | ||||
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