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No more quarter-on-quarter Sales Increase.
spursfan ( Date: 09-May-2025 17:58) Posted:
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From UOB Kay Hian, for reference only:
UMS Integration (UMSH SP/BUY/Target: S$1.21)
-2024 earnings in line and expect good prospects in 2025. UMS Integration (UMS)
reported 2024 earnings of S$41m (-32% yoy) which is in line with expectations, meeting
100% of our full-year estimate. 4Q24 earnings of S$11m showed an improvement of 6%
qoq. We have raised our 2025/26 EPS forecasts by 9%/14% respectively. UMS has started
volume production for its new customer and expects improved delivery, with a strong order
flow as production ramps up. It is also working on new product launches for new customers
with forecasts for growth in the coming months. Both its major global semiconductor
customers have issued positive 2025 outlooks, riding on the rising AI investment and
demand. Also, the prevailing global air travel boom will continue to boost its aerospace
business.
-BUY with a target price of S$1.21, based on a PE-based valuation of 17.6x 2025F EPS.
This is pegged to 1SD above UMS&rsquo historical mean PE to reflect the better ramp-up in
production for its new customer and improvement in earnings quality from new contributions.
Looks like the proverbial : catching a falling knife in the last few mths,...
Joelton ( Date: 14-Apr-2025 11:03) Posted:
UMS Integration
On Apr 7, UMS Integration chairman and CEO Andy Luong acquired 199,800 shares at an average price of S$0.925 a share. This increased his deemed interest in the company from 15.34 per cent to 15.36 per cent. His preceding acquisitions on the open market were in September 2024, with 600,000 shares acquired at S$0.983 a share, and May 2024, with 123,600 shares purchased at S$1.07 apiece.
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UMS Integration
On Apr 7, UMS Integration chairman and CEO Andy Luong acquired 199,800 shares at an average price of S$0.925 a share. This increased his deemed interest in the company from 15.34 per cent to 15.36 per cent. His preceding acquisitions on the open market were in September 2024, with 600,000 shares acquired at S$0.983 a share, and May 2024, with 123,600 shares purchased at S$1.07 apiece.
wow liao.. they flip flop again!!!
http://www.reuters.com/markets/us-commerce-secretary-says-exempted-electronic-products-come-under-separate-2025-04-13/
US Commerce Secretary says
exempted electronic products to come
under separate tariffs
WASHINGTON, April 13 (Reuters) - U.S. Commerce Secretary Howard Lutnick said on
Sunday in an interview with ABC' s " This Week" that smartphones, computers and some
other electronics will come under separate tariffs, along with semiconductors
that may be imposed in a month or so.
U.S. President Donald Trump' s administration late on Friday granted exclusions from
steep tariffs on such products, imported largely from China, providing a big break to tech firms like Apple that rely on imported products. |
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what it means?
yup.. just be careful lo.. tat trump is manipulating market one... fri 2nd half the news purposely
leaked liao nasdaq went up then monday his buddies can sell then short then after market
he denies he is granting exemption of tariff to semiconductor or setting many conditions bla bla bla
.. scary la this trump
chengwh1 ( Date: 13-Apr-2025 16:31) Posted:
Thank you, bro,... yeah, well, I did say in my input : Barring any surprises from that fella tmrw...
Emm,... Apple has 90% of its iPhone products and parts manufactured in China,... and iPhone is the smartphone of the Americans. He will ' give back something' better for iPhone (and Apple). From Generational AI : Yes, Applied Materials (AMAT) does supply to Apple. AMAT' s equipment is used by TSMC (Taiwan Semiconductor Manufacturing Company, a major chip supplier to Apple, to manufacture chips for various Apple products, including iPhones.
Hence, UMS Int will benefit here too,... probably,...
I recalled UMS Int has a plant in The USA : FRom Business Times article dated earlier : 20 Mar 2020 &mdash In the US, the group' s factory in California will be closed to comply with the California state' s stay-at-home order issued on March 19.
So,... UMS Int is ' protected' from this front too.
luckyguy3 ( Date: 13-Apr-2025 16:03) Posted:
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Thank you, bro,... yeah, well, I did say in my input : Barring any surprises from that fella tmrw...
Emm,... Apple has 90% of its iPhone products and parts manufactured in China,... and iPhone is the smartphone of the Americans. He will ' give back something' better for iPhone (and Apple). From Generational AI : Yes, Applied Materials (AMAT) does supply to Apple. AMAT' s equipment is used by TSMC (Taiwan Semiconductor Manufacturing Company, a major chip supplier to Apple, to manufacture chips for various Apple products, including iPhones.
Hence, UMS Int will benefit here too,... probably,...
I recalled UMS Int has a plant in The USA : FRom Business Times article dated earlier : 20 Mar 2020 &mdash In
the US, the group' s
factory in California
will be closed to comply with the California state' s stay-at-home order issued on March 19.
So,... UMS Int is ' protected' from this front too.
luckyguy3 ( Date: 13-Apr-2025 16:03) Posted:
http://economictimes.indiatimes.com/news/international/global-trends/trump-says-he-will-provide-more-info-on-semiconductor-tariffs-on-monday/articleshow/120246006.cms?from=mdr
Trump says he will provide more info on semiconductor tariffs on Monday
You never know what Trump will be saying. He may say he only lifting tariff for some countries that set up factories in USA like taiwan 台 积 电 , the
rest like UMS without factory in USA is not entitled to the removal of Tariffs.. just be careful
chengwh1 ( Date: 13-Apr-2025 15:52) Posted:
https://finance.yahoo.com/news/trump-exempts-phones-computers-chips-124707368.html
" The products that won&rsquo t be subject to Trump&rsquo s new tariffs include machines used to make semiconductors. That would be important for Taiwan Semiconductor Manufacturing Co., which has announced a major new investment in the US, as well as other chipmakers.
&ldquo All products that are properly classified in these listed provisions will be excluded from the reciprocal tariffs,&rdquo the notice said.
The move appeared to exclude the products from the 10% global baseline tariff on other countries, including Samsung Electronics Co.&rsquo s home of South Korea. "
Barring any surprises from that fella tmrw,... UMS Integrations (UMS Int) and her customers will benefit greatly from the above exemptions, which excludes even the 10% baseline tariff.. Congratulations to UMS Int shareholders,... |
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do not be caught in a pump and dump
http://economictimes.indiatimes.com/news/international/global-trends/trump-says-he-will-provide-more-info-on-semiconductor-tariffs-on-monday/articleshow/120246006.cms?from=mdr
Trump says he will provide more info on semiconductor tariffs on Monday
You never know what Trump will be saying. He may say he only lifting tariff for some countries that set up factories in USA like taiwan 台 积 电 , the
rest like UMS without factory in USA is not entitled to the removal of Tariffs.. just be carefulchengwh1 ( Date: 13-Apr-2025 15:52) Posted:
https://finance.yahoo.com/news/trump-exempts-phones-computers-chips-124707368.html
" The products that won&rsquo t be subject to Trump&rsquo s new tariffs include machines used to make semiconductors. That would be important for Taiwan Semiconductor Manufacturing Co., which has announced a major new investment in the US, as well as other chipmakers.
&ldquo All products that are properly classified in these listed provisions will be excluded from the reciprocal tariffs,&rdquo the notice said.
The move appeared to exclude the products from the 10% global baseline tariff on other countries, including Samsung Electronics Co.&rsquo s home of South Korea. "
Barring any surprises from that fella tmrw,... UMS Integrations (UMS Int) and her customers will benefit greatly from the above exemptions, which excludes even the 10% baseline tariff.. Congratulations to UMS Int shareholders,... |
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https://finance.yahoo.com/news/trump-exempts-phones-computers-chips-124707368.html
" The products that won&rsquo t be subject to Trump&rsquo s new tariffs include machines used to make semiconductors. That would be important for Taiwan Semiconductor Manufacturing Co., which has announced a major new investment in the US, as well as other chipmakers.
&ldquo All products that are properly classified in these listed provisions will be excluded from the reciprocal tariffs,&rdquo the notice said.
The move appeared to exclude the products from the 10% global baseline tariff on other countries, including Samsung Electronics Co.&rsquo s home of South Korea. "
Barring any surprises from that fella tmrw,... UMS Integrations (UMS Int) and her customers will benefit greatly from the above exemptions, which excludes even the 10% baseline tariff.. Congratulations to UMS Int shareholders,...
Secondary listing in Malaysia Bursa is good for UMS to increase liquidity and also in direct boost to share price?
trader1970 ( Date: 10-Apr-2025 14:18) Posted:
Following Frencken to move up higher soon ?.....
Joelton ( Date: 27-Mar-2025 10:55) Posted:
UMS Integration, Grand Venture Technology get nods for secondary listing in Malaysia
The two semiconductor players want to list across the Causeway, where initial public offerings have been on the rise
SINGAPORE-LISTED UMS Integration : 558 -0.89% and Grand Venture Technology : JLB +0.64% (GVT) have both received approval for their secondary listing on the main market of Bursa Malaysia.
In a bourse filing on Wednesday (Mar 26), semiconductor manufacturer UMS said such a listing would broaden its reach and widen its investor base, potentially improving the group&rsquo s share liquidity.
It would also give it access to another equity market for future fund-raising in support of the group&rsquo s growth in the coming years, it said.
UMS chairman and chief executive officer Andy Luong added that the group&rsquo s secondary listing will strengthen its role in the &ldquo fast-expanding semiconductor ecosystem&rdquo in Penang, as well as accelerate its strategic business goals in the region.
GVT, another semiconductor player, announced in a separate bourse filing on Tuesday evening that it had won the approval of the Securities Commission Malaysia to go ahead with its proposed secondary listing.
Last September, Bloomberg reported that the company was aiming for a higher valuation by listing in Kuala Lumpur, where initial public offerings have been on the rise.
GVT&rsquo s shares had dropped about 7 per cent in Singapore in 2024, and by around 60 per cent from their peak nearly four years before. The company&rsquo s market value was then at about S$188 million.
Both semiconductor companies said that their proposed listing in Malaysia was still subject to change, and that there was no assurance that it would materialise.
The listing is also subject to conditions, such as the approval of shareholders at an extraordinary general meeting to be held later, said UMS.
Shares of UMS closed 0.9 per cent or S$0.01 lower at S$1.11 on Wednesday, before the news. GVT stocks closed at S$0.79, up 0.6 per cent or S$0.005.
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Just Grab there....$ not an issue with investors....
pkli899 ( Date: 10-Apr-2025 20:28) Posted:
During last year AGM, Andy mentioned shifting AGM venue to their premises at Seletar.
He said will provide shuttle service to shareholders.
But hor, never see any thing about it in the AGM circular.
How har? Very out of the way leh? |
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During last year AGM, Andy mentioned shifting AGM venue to their premises at Seletar.
He said will provide shuttle service to shareholders.
But hor, never see any thing about it in the AGM circular.
How har? Very out of the way leh?
Following Frencken to move up higher soon ?.....
Joelton ( Date: 27-Mar-2025 10:55) Posted:
UMS Integration, Grand Venture Technology get nods for secondary listing in Malaysia
The two semiconductor players want to list across the Causeway, where initial public offerings have been on the rise
SINGAPORE-LISTED UMS Integration : 558 -0.89% and Grand Venture Technology : JLB +0.64% (GVT) have both received approval for their secondary listing on the main market of Bursa Malaysia.
In a bourse filing on Wednesday (Mar 26), semiconductor manufacturer UMS said such a listing would broaden its reach and widen its investor base, potentially improving the group&rsquo s share liquidity.
It would also give it access to another equity market for future fund-raising in support of the group&rsquo s growth in the coming years, it said.
UMS chairman and chief executive officer Andy Luong added that the group&rsquo s secondary listing will strengthen its role in the &ldquo fast-expanding semiconductor ecosystem&rdquo in Penang, as well as accelerate its strategic business goals in the region.
GVT, another semiconductor player, announced in a separate bourse filing on Tuesday evening that it had won the approval of the Securities Commission Malaysia to go ahead with its proposed secondary listing.
Last September, Bloomberg reported that the company was aiming for a higher valuation by listing in Kuala Lumpur, where initial public offerings have been on the rise.
GVT&rsquo s shares had dropped about 7 per cent in Singapore in 2024, and by around 60 per cent from their peak nearly four years before. The company&rsquo s market value was then at about S$188 million.
Both semiconductor companies said that their proposed listing in Malaysia was still subject to change, and that there was no assurance that it would materialise.
The listing is also subject to conditions, such as the approval of shareholders at an extraordinary general meeting to be held later, said UMS.
Shares of UMS closed 0.9 per cent or S$0.01 lower at S$1.11 on Wednesday, before the news. GVT stocks closed at S$0.79, up 0.6 per cent or S$0.005.
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UMS Integration, Grand Venture Technology get nods for secondary listing in Malaysia
The two semiconductor players want to list across the Causeway, where initial public offerings have been on the rise
SINGAPORE-LISTED UMS Integration : 558 -0.89% and Grand Venture Technology : JLB +0.64% (GVT) have both received approval for their secondary listing on the main market of Bursa Malaysia.
In a bourse filing on Wednesday (Mar 26), semiconductor manufacturer UMS said such a listing would broaden its reach and widen its investor base, potentially improving the group&rsquo s share liquidity.
It would also give it access to another equity market for future fund-raising in support of the group&rsquo s growth in the coming years, it said.
UMS chairman and chief executive officer Andy Luong added that the group&rsquo s secondary listing will strengthen its role in the &ldquo fast-expanding semiconductor ecosystem&rdquo in Penang, as well as accelerate its strategic business goals in the region.
GVT, another semiconductor player, announced in a separate bourse filing on Tuesday evening that it had won the approval of the Securities Commission Malaysia to go ahead with its proposed secondary listing.
Last September, Bloomberg reported that the company was aiming for a higher valuation by listing in Kuala Lumpur, where initial public offerings have been on the rise.
GVT&rsquo s shares had dropped about 7 per cent in Singapore in 2024, and by around 60 per cent from their peak nearly four years before. The company&rsquo s market value was then at about S$188 million.
Both semiconductor companies said that their proposed listing in Malaysia was still subject to change, and that there was no assurance that it would materialise.
The listing is also subject to conditions, such as the approval of shareholders at an extraordinary general meeting to be held later, said UMS.
Shares of UMS closed 0.9 per cent or S$0.01 lower at S$1.11 on Wednesday, before the news. GVT stocks closed at S$0.79, up 0.6 per cent or S$0.005.
Maybe UMS will be trading at highr volume when UMS starts trading in Bursa.
Joelton ( Date: 26-Mar-2025 09:18) Posted:
UMS, Grand Venture Tech receive approval from Securities Commission Malaysia for secondary listing
In separate announcements on the same day, UMS Integration and Grand Venture Technology say that they have received approval from the Securities Commission Malaysia for the proposed secondary listing on the main market of Bursa Malaysia on March 24.
According to UIMS, the approval was subject to a few conditions, including UMS obtaining shareholders&rsquo approval for the proposed adoption of the new constitution to incorporate provisions relating to the proposed secondary listing, and the company appointing at least two directors whose principal or only place of residence is within Malaysia.
One of the two directors will also need to be appointed as a member of the company&rsquo s audit committee, and the company fully complying with the requirements of the securities commission&rsquo s equity guidelines.
The proposed secondary listing still remains subject to approvals of other relevant authorities in Malaysia, such as the Bursa Securities.
It will also procure the approval of its shareholders at an extraordinary general meeting of the company for the amendments to its existing constitution.
The mainboard listed semiconductor firm first announced the proposed secondary listing in a July 17 bourse filing. It said the move would broaden the company&rsquo s investor reach and widen its investor base, and potentially increase the liquidity of the company&rsquo s shares.
It would also enable UMS Integration to tap into additional platforms for future fundraising and provide it with the flexibility to access different equity markets to raise funds.
On Dec 31, UMS said that the proposed secondary listing does not involve any offering of shares.
UMS Integration held its IPO on the Singapore Exchange back in 2001, where it raised $51.6 million via a placement of 40 million new shares at $1.29 each. About a decade later, it attempted a dual listing in Korea to tap the semiconductor ecosystem there. But a non-Korean company ahead of UMS in the application was caught for fraud, and the dual listing eventually did not go through.
Similar to UMS, Grand Venture Technology has some manufacturing presence in Malaysia as well. It provides manufacturing services for clients in the semiconductor and life sciences space.
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UMS, Grand Venture Tech receive approval from Securities Commission Malaysia for secondary listing
In separate announcements on the same day, UMS Integration and Grand Venture Technology say that they have received approval from the Securities Commission Malaysia for the proposed secondary listing on the main market of Bursa Malaysia on March 24.
According to UIMS, the approval was subject to a few conditions, including UMS obtaining shareholders&rsquo approval for the proposed adoption of the new constitution to incorporate provisions relating to the proposed secondary listing, and the company appointing at least two directors whose principal or only place of residence is within Malaysia.
One of the two directors will also need to be appointed as a member of the company&rsquo s audit committee, and the company fully complying with the requirements of the securities commission&rsquo s equity guidelines.
The proposed secondary listing still remains subject to approvals of other relevant authorities in Malaysia, such as the Bursa Securities.
It will also procure the approval of its shareholders at an extraordinary general meeting of the company for the amendments to its existing constitution.
The mainboard listed semiconductor firm first announced the proposed secondary listing in a July 17 bourse filing. It said the move would broaden the company&rsquo s investor reach and widen its investor base, and potentially increase the liquidity of the company&rsquo s shares.
It would also enable UMS Integration to tap into additional platforms for future fundraising and provide it with the flexibility to access different equity markets to raise funds.
On Dec 31, UMS said that the proposed secondary listing does not involve any offering of shares.
UMS Integration held its IPO on the Singapore Exchange back in 2001, where it raised $51.6 million via a placement of 40 million new shares at $1.29 each. About a decade later, it attempted a dual listing in Korea to tap the semiconductor ecosystem there. But a non-Korean company ahead of UMS in the application was caught for fraud, and the dual listing eventually did not go through.
Similar to UMS, Grand Venture Technology has some manufacturing presence in Malaysia as well. It provides manufacturing services for clients in the semiconductor and life sciences space.
Don' t buy first
Malaysia to crack down on Nvidia chip flows under US pressure
Trade minister says Washington suspects high-end semiconductors are making it to China despite trade controls
Nvidia&rsquo s powerful graphics processing units are critical to data centres that power artificial intelligence systems © Joel Saget/AFP/Getty Images
Malaysia is planning to tighten regulations on semiconductors as it comes under US pressure to stem the illicit flow to China of chips crucial to the development of artificial intelligence.
The country&rsquo s trade minister said Washington was demanding Malaysia closely track the movement of high-end
Nvidia chips that enter the country over suspicions that many are ending up in China, in violation of US export rules.
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He added that he had formed a task force with digital minister Gobind Singh Deo to tighten regulations around Malaysia&rsquo s burgeoning data centres industry, which relies on chips from industry leader Nvidia.
&ldquo [The US is] asking us to make sure that we monitor every shipment that comes to Malaysia when it involves Nvidia chips,&rdquo Zafrul Aziz told the Financial Times.
&ldquo They want us to make sure that servers end up in the data centres that they&rsquo re supposed to and not suddenly move to another ship.&rdquo
The US has imposed export controls on advanced semiconductors and related equipment in an effort to obstruct China&rsquo s development of next-generation technologies, including AI, which may have military applications.
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Anxiety in the region over the illicit chip trade has escalated in recent weeks, after Singapore charged three men in a $390mn fraud case related to the suspected sale of Nvidia chips via
Malaysia to China.
In the final days of Joe Biden&rsquo s presidency, the US introduced export controls that
created a three-tier licensing system for AI chips used in data centres, such as Nvidia&rsquo s powerful graphics processing units. The system was aimed at hindering Chinese companies&rsquo efforts to circumvent US restrictions by accessing the chips via third countries.
Nvidia&rsquo s Singapore office accounts for nearly a quarter of its global sales, raising suspicions in Washington that some of the
chips are leaking into China.
The company has said almost all of these sales constitute invoicing of international companies through Singapore and very few chips pass through the city-state.
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Three weeks ago, Singaporean police arrested nine people &mdash three of whom were charged &mdash following
raids on 22 locationsover suspicion of fraudulent sales of servers containing Nvidia chips.
Prosecutors said the fraudulent sales included Dell and Supermicro servers. Singapore has requested assistance from the US and Malaysia in investigating the movements of the servers.
Zafrul said US authorities believed the Nvidia chips ended up in China after passing through Malaysia. But he said the investigation had turned up no evidence that the chips arrived at the Malaysian data centre to which they were purportedly sold.
Malaysia has become one of the
fastest-growing markets for data centre development, much of it concentrated in the southern state of Johor.
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The state has drawn in more than $25bn of investment from the likes of Nvidia, Microsoft and TikTok owner ByteDance in the past 18 months to build data centres, and recently agreed to form a
special economic zone with Singapore.
Zafrul emphasised the difficulty of tracking semiconductors through global supply chains, which involve chipmakers, suppliers and buyers as well as companies involved in manufacturing and distributing servers.
&ldquo The US is also putting a lot of pressure on their own companies to be responsible for making sure they arrive at their rightful destination,&rdquo he said. &ldquo Everybody&rsquo s been asked to play a role throughout the supply chain.&rdquo
He added: &ldquo Enforcement might sound easy, but it&rsquo s not
