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A potential EQDP candidates:
Specialising in precision engineering for the semiconductor and aerospace sectors, UMS is poised to benefit from increasing semiconductor and aerospace demand. Despite geopolitical headwinds, 1H2025 revenue rose 14% year-on-year, net profit increased 6%, and gross margin expanded by 1.8 percentage points on a favourable product mix. With new facilities in Penang, UMS is set to benefit from the rebound in global chip demand and the strategic shift of semiconductor supply chains toward Southeast Asia, especially Malaysia and Singapore ? where its two key customers have committed major expansion plans.
UMS?s current PE of 24x?nearly double its 10-year average appears justified due to its improved earnings visibility, stronger margins, and structural uplift from the semiconductor upcycle. The market is effectively re-rating UMS to capture its enhanced growth trajectory and more resilient risk profile.
Specialising in precision engineering for the semiconductor and aerospace sectors, UMS is poised to benefit from increasing semiconductor and aerospace demand. Despite geopolitical headwinds, 1H2025 revenue rose 14% year-on-year, net profit increased 6%, and gross margin expanded by 1.8 percentage points on a favourable product mix. With new facilities in Penang, UMS is set to benefit from the rebound in global chip demand and the strategic shift of semiconductor supply chains toward Southeast Asia, especially Malaysia and Singapore ? where its two key customers have committed major expansion plans.
UMS?s current PE of 24x?nearly double its 10-year average appears justified due to its improved earnings visibility, stronger margins, and structural uplift from the semiconductor upcycle. The market is effectively re-rating UMS to capture its enhanced growth trajectory and more resilient risk profile.
CGSI resumes coverage on UMS with &lsquo add&rsquo call sees new customer to drive growth
CGS International analyst William Tng has resumed his coverage on UMS Integration with an &ldquo add&rdquo call and target price of $1.87.
The brokerage last covered the Mainboard-listed company in May 2024. It had a &ldquo hold&rdquo call on UMS with a target price of $1.06 then.
This time, Tng is more optimistic about UMS, given that it still managed to report a higher set of numbers for the 1HFY2025 ended June 30, despite geopolitical tensions and market uncertainties from the US trade tariffs.
During the period, UMS&rsquo s revenue rose by 14% y-o-y to $125 million due to better semiconductor and aerospace sales. Accordingly, the company&rsquo s net profit increased by 5% y-o-y to $20.1 million. On a q-o-q basis, UMS&rsquo s net profit was up by 4.4% to $10.3 million as revenue grew by 16.8%. The company declared a quarterly dividend per share (DPS) of 1 cent and was in a net cash position of $49.2 million as of the end of June.
&ldquo In its 1HFY2025 results press release, management highlighted that the strengthening of its production capabilities and facilities has sharpened its competitive edge in securing several new product introductions from its new key customer in Malaysia,&rdquo says Tng in his Aug 21 report.
&ldquo In management&rsquo s view, the group, with its new Penang facilities, should be a key beneficiary of the global chip sector rebound as well as the rising shift of global semiconductor supply chains to the region, especially Malaysia and Singapore &mdash where its two key customers have committed to major expansion plans,&rdquo he adds.
To this end, the analyst notes that UMS has a history of rewarding shareholders with bonus issues. At the results briefing, UMS&rsquo s management also seemed open to &ldquo assessing the merits of another bonus issue to further improve the trading liquidity of its shares&rdquo .
Tng&rsquo s new target price is based on an FY2027 P/E of 20.8 times, which is two standard deviations (s.d.) above UMS&rsquo s five-year average P/E from FY2021 to FY2025. &ldquo We believe that [UMS&rsquo s] FY2025 - FY2027 net profit growth of 11.1%-19.4% justifies this premium,&rdquo says Tng.
The company&rsquo s expected dividend yields of 3.7% over the FY2025 to FY2027 should also lend support to its share price.
In addition, UMS&rsquo s secondary listing on the Bursa Malaysia should widen its potential pool of investors and help support improved valuations, Tng adds.
i bought 20k at 1.44, i can store at my basement liao.haha.... pray hard
I bought 140 can put in storerm already
sianz
sianz
Wait patiently
Alignment ( Date: 20-Aug-2025 16:54) Posted:
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Can or not?
spore1 ( Date: 18-Aug-2025 16:10) Posted:
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She may go down to test 1.30
superstartup ( Date: 15-Aug-2025 11:28) Posted:
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Applied Materials Stock Drops 15% on Weak Outlook, Trade Concerns
Read that another Bonus Issue is being explored. UMS Holdings has been pretty good at this a few yrs back,....
Need to be careful here,........ cashflow has plunged into the negative, did I read this correctly ? Was having my afternoon nap yesterday when this was announced. If cashflow is bad, divvy payout will be affected in future.
From SGX:
UMS? NET ATTRIBUTABLE PROFIT GROWS TO S$20.1 MILLION ON
HIGHER REVENUE OF S$125 MILLION FOR THE FIRST HALF OF
FY2025
- Group sales and profit improved QoQ
- Proposed second interim dividend of 1.0 cent per share, giving
shareholders total dividends of 2 cents per share for 1HFY2025
- Group remains well-poised to benefit from the AI-driven global chip sector
rebound and rising shift of global semiconductor supply chains to the region
as well as the sustained aviation boom
- Successful secondary listing on Bursa Malaysia to unlock more value for
shareholders and potentially improve share liquidity
UMS? NET ATTRIBUTABLE PROFIT GROWS TO S$20.1 MILLION ON
HIGHER REVENUE OF S$125 MILLION FOR THE FIRST HALF OF
FY2025
- Group sales and profit improved QoQ
- Proposed second interim dividend of 1.0 cent per share, giving
shareholders total dividends of 2 cents per share for 1HFY2025
- Group remains well-poised to benefit from the AI-driven global chip sector
rebound and rising shift of global semiconductor supply chains to the region
as well as the sustained aviation boom
- Successful secondary listing on Bursa Malaysia to unlock more value for
shareholders and potentially improve share liquidity
UMS Integration reports 10% y-o-y increase in 2QFY2025 earnings of $10.3 mil Malaysia sales up 270%
Good result ... hope boss A buy back
Drop so fast where is the bottom line?
wonder how this wil play out given the orange 100% threat on the industry..
the manufacture in the u.s. hopefully helps
the manufacture in the u.s. hopefully helps
Yes can buy in SGX then sell in Bursa.
Wow ! Good profit $1.67 - $1.55 = 12cents difference x 50 lots $6k Hu Hu.
dyodd
Wow ! Good profit $1.67 - $1.55 = 12cents difference x 50 lots $6k Hu Hu.
dyodd
Yes agree, upcoming Q2 2025 results should further act as an impetus
wehuattogether88 ( Date: 04-Aug-2025 11:19) Posted:
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I believe UMS in S' pore SGX and Bursa will close the price gap between them with S' pore side probably moving towards and beyond S$1.60.
This is to avoid big arbitrage.
This is to avoid big arbitrage.
UMS Integration becomes first SGX company with secondary listing in Malaysia
SINGAPORE &ndash UMS Integration has become the first Singapore Exchange mainboard company to secure a secondary listing on Bursa Malaysia, marking a milestone for cross-border listings in the region.
Shares of the precision engineering firm began trading on the main market of Bursa Malaysia at RM5.15 on Aug 1, up from its listing price of RM5.
Some 6.1 million shares changed hands, compared with the 10 million shares listed on the exchange by way of introduction. No funds were raised for the company or its current shareholders.
The stock closed at RM5.50, giving a market capitalisation of RM3.9 billion (S$1.2 billion). It was among the top gainers on the Malaysian stock exchange on Aug 1.
UMS shares closed at $1.53 on SGX on Aug 1. The stock has risen by more than 45 per cent since the start of the year, taking its market capitalisation north of $1 billion.
UMS makes components and modules for manufacturers of semiconductor and aerospace equipment, as well as factory automation equipment.
In 2024, it expanded its manufacturing capabilities with the acquisition of 235,000 sq ft of leasehold industrial land in Penang, Malaysia, for RM15.2 million.
In a statement, chief executive Andy Luong noted that the company&rsquo s secondary listing in Malaysia will allow it to broaden its investor base, improve trading liquidity via separate trading platforms, and provide flexibility for it to access different equity markets in future fund raising. Mr Luong added that opportunities are emerging for the company to produce high-precision components for advanced packaging solutions.
&ldquo UMS is moving up the semiconductor value chain. We aim to expand our role and deliver higher-value precision components to our customers,&rdquo he said in the statement.
UMS is not the only semiconductor-related firm looking to list in Malaysia.
The company&rsquo s SGX-listed peer, Grand Venture Technology (GVT), had announced plans in September 2024 to pursue a secondary listing on Bursa Malaysia. It received approval from the Securities Commission Malaysia for the proposed listing in March.
However, GVT has since received an offer from Dutch firm Aalberts Advanced Mechatronics to privatise the company for 94 cents a share, or a total of $318.9 million.
Shareholders who collectively hold 64.24 per cent of GVT&rsquo s total shares have given the offeror irrevocable undertakings to vote in favour of the scheme, the companies said on July 10.