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141-160 of 7741
Run first...wait for 1.30+ if lucky again ..
Can chionging up up de
150> > > 160
150> > > 160
Start loading up since is reliable- $1.60 can be a realistic target
They must have gotten it from UMS management.
The report was published in September so not new news. What I' m saying is that the market has not processed what this means from Soon Lian Holdings sales in Q3 and Q4.
The report was published in September so not new news. What I' m saying is that the market has not processed what this means from Soon Lian Holdings sales in Q3 and Q4.
Where did they get this information? Is what they are reporting new news?
iFast is reporting that UMS have a Q4 order from Applied Materials.
That is probably priced in already but UMS often orders aluminium from Soon Lian Holdings, and that is arguably not priced in.
https://secure.fundsupermart.com/fsmone/article/rcms338060/ums-integration-unlocking-growth-and-investment-potential
That is probably priced in already but UMS often orders aluminium from Soon Lian Holdings, and that is arguably not priced in.
https://secure.fundsupermart.com/fsmone/article/rcms338060/ums-integration-unlocking-growth-and-investment-potential
today ....with much things clearer and lower rate coming ....
Manufacturng order will be coming qtr , UMS will start to move from here .... let see the BB position themselves ....to gain most ...
Manufacturng order will be coming qtr , UMS will start to move from here .... let see the BB position themselves ....to gain most ...
btm already .. will going up again trand ..probably today .. 1.60 lot of business opp coming up .
why ah ?
shld chiong leh
shld chiong leh
PQTPQK ( Date: 16-Oct-2025 10:14) Posted:
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Has anyone tried to move their stock from SGX to Malaysia?
tech laggards..
Trump UNTACO liao.. he said 100% proceeds. And China at the same time warns if Trump dun drop
the 100%, they will retaliate. So in the end, back to tariff war. If China announces new measures, Trump
will get angry and say even high Tariff (200%?) for China.. Now is a deadlock situation
the 100%, they will retaliate. So in the end, back to tariff war. If China announces new measures, Trump
will get angry and say even high Tariff (200%?) for China.. Now is a deadlock situation
wehuattogether88 ( Date: 13-Oct-2025 08:48) Posted:
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US futures including Nasdaq rebounce today after Donald Trump said trade relations with China will all be fine.
Best to wait to see how far it falls in the next few days. Unless Trump TACOs before US market open unlikely that tomorrow will be the local bottom
What is the entry price??????
PQTPQK ( Date: 18-Sep-2025 09:15) Posted:
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seem strong ....
sfw2124 ( Date: 09-Sep-2025 22:31) Posted:
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UMS Holdings (SGX:558) Swing Trade Analysis and FY2025 Outlook
Main Takeaway:
UMS Holdings is trading at S$1.34 after a recent pullback, with technical indicators showing short-term weakness but potential support near S$1.32. Analysts forecast a rebound driven by strong AI-led semiconductor demand, with consensus price targets averaging S$1.76 (upside ~31%). MAS has designated UMS a direct beneficiary of its Equity Market Development Programme (EQDP), reinforcing positive medium-term fundamentals.
MAS EQDP Status
DBS notes UMS is a direct beneficiary of the Monetary Authority of Singapore&rsquo s Equity Market Development Programme, reflecting strong equity and dividend criteria under EQDP.
Probability of Achieving Better FY2025 Results
-
Analyst Growth Assumptions: Revenue +10&ndash 14%, net profit +16&ndash 20% on recovery in semiconductor equipment demand and AI-driven orders. -
Order Backlog & Capacity: New Penang plant ramp-up and expanded Tampines capacity support volume growth. -
Macro Tailwinds: Global semiconductor market projected +15.7% in 2025. Estimated Probability:
With consensus forecasts and strong EQDP support, there is a ~60% probability UMS will report improved FY2025 results, assuming no major market disruptions. Active swing traders should wait for clearer technical reversal signals before initiating new positions. From Perplexity AI but DYODD
Joelton ( Date: 29-Aug-2025 12:19) Posted:
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Dead stock KNN!
He' s overconfident if he is confident he can predict Trump.
UMS Integration confident it can turn Trump tariffs into an advantage, says CEO Andy Luong
Never ever challenge China to a fight, if you don&rsquo t want to end up a loser, says Andy Luong, CEO of UMS Integration, referring to the US-led tariffs battering global trade and economic growth.
While chips made in China are &ldquo cheap and good&rdquo , US customers are not buying them at present for fear of a Trump tantrum.
To combat this, the Chinese government is helping companies sell their products by providing subsidies. Chinese manufacturers also have a knack for breaking into new markets &mdash patents offer little protection since they can be sidestepped easily.
However, there could be an unexpected beneficiary in the trade war &mdash UMS.
According to CEO Andy Luong, who is also UMS&rsquo s controlling shareholder, tariffs will benefit the company as customers find it more expensive to buy chips manufactured in countries like China or Cambodia compared to those manufactured in Singapore via UMS.
Quality over quantity
Luong says &ldquo everything is good about Singapore&rdquo , where UMS&rsquo s headquarters is located, except that it is an expensive place to do business.
&ldquo But being expensive doesn&rsquo t mean it&rsquo s bad. We can make use of the higher-value environment to produce high-value products,&rdquo adds Luong, likening it to high-end luxury brands that sell quality products.
&ldquo We want to present ourselves as a more premium supplier.&rdquo
Luong&rsquo s vision isn&rsquo t far off the mark, given that the city-state is being recognised by a rising number of companies such as Airbus and Rolls-Royce, who have opted to base certain manufacturing processes here. As such, UMS has proposed that its customers move the parts that are currently made in Europe or America to Singapore, where its facilities can provide ample support.
However, for UMS to remain profitable and maintain its margins, Luong recognises the need to streamline the company&rsquo s processes and outsource certain parts of the production line to other countries. In February 2009, the company&rsquo s hub in Penang began operations. In July 2024, it announced an expansion with the purchase of more land in Penang Science Park North.
In Singapore, UMS will conduct its new product launches and research and development, while its Malaysian hub complements it with its manufacturing facilities.
UMS&rsquo s major expenses are in Singapore dollars (SGD) or Malaysian ringgit. &ldquo We keep enough local currency to pay for overheads, although the bulk of our money is in USD,&rdquo says Luong.
At present, the strong SGD is helping UMS, given that all its purchases, such as its original equipment manufacturer (OEM) parts, raw materials and certain expenses such as salaries and overheads, are paid in USD, says Luong.
Even for machinery and equipment, the company buys them in Japanese yen or euros due to better rates. For example, UMS&rsquo s major customer is Nasdaq-listed, California-headquartered Applied Materials.
Bet that paid off
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To an extent, Luong comes across as a betting man whose calls have mostly paid off. Born in Vietnam, he migrated to the US in 1979, lived his version of the American Dream, but decided to make a big bet on Singapore in 1996. He moved his machining company, then named &ldquo Long&rsquo s Manufacturing&rdquo , from Silicon Valley to Singapore after being approached by the Economic Development Board (EDB).
Initially, he questioned whether the move to Singapore was a &ldquo very dumb&rdquo decision. After all, he had no customers or a presence here. However, labour costs and &ldquo terrible&rdquo work ethics in the US pushed him to accept Singapore&rsquo s tax incentives of 10 years and government land offers.
UMS was born after Luong entered into a joint venture with URACO Holdings in 1996. The company was acquired by Luong in 2000 and was subsequently renamed UMS Semiconductor.
To this day, the group continues to be headquartered out of its original 22 Changi North Crescent address.
In the early days, the company machined and completed their products before shipping them to the US. &ldquo We did that for around three to four years,&rdquo says Luong, who initially adopted work for UMS from his existing US facility by taking orders and sending the material to Singapore by container for processing.
This led a key customer of UMS to take notice of its stable operations in Singapore. He recalls: &ldquo In the 2000s, they, let&rsquo s call them customer A, set up their office in Singapore and we took them on. So, we were actually an example of how moving from the US to Singapore could be successful.&rdquo
Luong&rsquo s second bet in 2007 was to set up UMS&rsquo s Penang facility. Today, he says UMS has about 400 employees in Singapore and around 1,000 in Malaysia. He says, &ldquo We use the best of both countries. That&rsquo s why in the last 10 to 15 years, we have been profitable, because we streamlined our process and integrated our operations vertically. We also don&rsquo t have to spend a lot of time sourcing [for business] in Malaysia.&rdquo
In its most recent 2QFY2025 ended June results, sales from UMS&rsquo s Malaysia operations surged 270% y-o-y, contributing to the 20% y-o-y group revenue increase to $67.3 million. In tandem, earnings grew 10% y-o-y to $10.3 million. With a second interim dividend of one cent per share, the total dividend payout for the half-year came up to two cents.
According to UMS, the revenue growth in Malaysia was due to a stronger order flow from the group&rsquo s new major customer, which Luong dubs customer &ldquo B&rdquo .
Luong says, &ldquo We spent two years qualifying the parts they needed. Finally, we are starting to ship products and then we will work on a roadmap to qualify more parts. This can take as long as a year to qualify, especially if the part is critical.&rdquo
Luong&rsquo s third bet is increasing capacity &mdash this cost him $120 million. Done two years ago, the sum went towards building new factories, buying new machinery and upgrading existing facilities. He says, &ldquo It&rsquo s not a small amount of money, but if I don&rsquo t invest, how could I get a job from the customer? If you look back, it&rsquo s because I invested in a customer who saw the potential in UMS and had the confidence to move jobs from America [to Singapore].&rdquo
In Malaysia, UMS bought a 235,000 sq ft plot next to its Penang facility for RM15.2 million ($4.63 million) to ramp up capacity.
A separate factory in the country was also purchased for $8 million, should even more capacity be required. &ldquo It has no jobs, no operators. We&rsquo re building up the automation line there, so it&rsquo s not in operation yet,&rdquo says Luong.
He adds, &ldquo It&rsquo s just a sales pitch. You want to tell potential customers that you have ready capacity, so when business finally arrives, we will be the first to receive without worries about the delay of a customer&rsquo s expectation.&rdquo
Glass half-empty
In many ways, Luong&rsquo s passion for business has not faded. Asked if the glass is half-empty or half-full, he says: &ldquo The empty half is better. Why? You can always top it up, look for more nourishment. If you say it&rsquo s half-full, then you&rsquo re saying it&rsquo s gao dim (Cantonese for &lsquo task completed&rsquo ) already, you don&rsquo t want to work anymore.&rdquo
Luong&rsquo s optimism has been reflected in UMS&rsquo s success over the years. The group&rsquo s share price, since opening at 15.6 cents in May 2001, recently peaked at an all-time high of $1.57 on Aug 8. As at Aug 22, it was trading at $1.35 or 28.57% up for the year. UMS, which debuted on the Bursa on Aug 1, closed at RM2.00 (61 cents) on Aug 22.
UMS is among the handful of mid-caps that have caught the attention of the investment community for its growth prospects, with further positive sentiment following the recent measures by the government to boost the local market. &ldquo I think with the MAS coming in, it&rsquo s giving confidence to the market that business is good, the growth is there and the government is committed to it,&rdquo says Luong.
The view is shared by DBS Group Research&rsquo s Ling Lee Keng, who raised her target price on the stock to $1.84 from $1.34 previously, with a &ldquo buy&rdquo call on UMS benefitting from the EQDP, among other reasons.
&ldquo With its main facilities located in Malaysia, UMS stands to benefit from the ongoing shift in global supply chains amid China-US trade tensions. The group is well-positioned to capture new growth opportunities as more companies diversify operations out of China and the US,&rdquo she says in her July 24 report.
&ldquo UMS expects to benefit from the AI-driven global chip sector rebound and rising shift of global semiconductor supply chain,&rdquo states UOB Kay Hian&rsquo s John Cheong in his Aug 14 note, where he kept his &ldquo buy&rdquo call and $1.73 target price, which was raised to this level from $1.36 on July 16.
William Tng of CGS International is similarly upbeat. In his Aug 21 note, he resumed coverage on this stock with an &ldquo add&rdquo call, from &ldquo hold&rdquo , and raised his target price to $1.87 from $1.06. &ldquo The successful secondary listing on Bursa should widen its potential pool of investors and help support improved valuations, in our view,&rdquo says Tng.
Succession plans
At 65, Luong is now looking for a successor who is &ldquo much younger&rdquo , preferably in their 40s. The candidate must also be found within the next three years.
&ldquo We have been looking for someone either within our shareholders or for someone from the outside &mdash we haven&rsquo t decided yet. The best case would be a family member this way, the wealth would pass on to them,&rdquo says Luong.
He adds: &ldquo For someone from the outside ... The only risk is that they have nothing to lose. If they screw it up, it&rsquo s not their problem. But if it&rsquo s a shareholder of the company, that will be more secure in a way. You know, in our industry, it really doesn&rsquo t matter.&rdquo
Until the time comes, the CEO looks set on helming UMS the only way he knows how: through hard work and luck.
&ldquo The harder you work, the luckier you are. Luck will be about 30% of your success, but for crying out loud, you must work for the rest of it,&rdquo sums up Luong.