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Shares of UMS end 2% higher after purchase of stake in Starke Singapore
The counter had increased by as much as 8.6% to S$1.63 in the morning
[SINGAPORE] Shares in UMS Integration : 558 +2% surged over 8 per cent in early trade on Tuesday (Mar 3) after it bought a 30 per cent stake in Starke Singapore &ndash a privately held aluminium alloy products supplier &ndash for S$8.2 million.
The counter rose more than 7 per cent to reach S$1.61 in the morning, before hitting S$1.63 by 9.05 am, up 8.6 per cent. It subsequently pared some gains to land at S$1.62, still trading 8 per cent or S$0.12 higher, after 8.4 million securities changed hands. UMS shares ended the day up 2 per cent at S$1.53.
This move by the group will be funded by its internal resources and/or bank borrowings, said UMS. It will thereby convert Starke Singapore into a subsidiary of the group, too.
Net profit attributable to the 30 per cent stake in Starke Singapore was about S$985,450 for the financial year ended Dec 31, 2025. The net tangible asset value stood at around S$57.10 a share, reported The Business Times previously.
Starke Singapore supplies precision engineering players, including UMS.
The counter had increased by as much as 8.6% to S$1.63 in the morning
[SINGAPORE] Shares in UMS Integration : 558 +2% surged over 8 per cent in early trade on Tuesday (Mar 3) after it bought a 30 per cent stake in Starke Singapore &ndash a privately held aluminium alloy products supplier &ndash for S$8.2 million.
The counter rose more than 7 per cent to reach S$1.61 in the morning, before hitting S$1.63 by 9.05 am, up 8.6 per cent. It subsequently pared some gains to land at S$1.62, still trading 8 per cent or S$0.12 higher, after 8.4 million securities changed hands. UMS shares ended the day up 2 per cent at S$1.53.
This move by the group will be funded by its internal resources and/or bank borrowings, said UMS. It will thereby convert Starke Singapore into a subsidiary of the group, too.
Net profit attributable to the 30 per cent stake in Starke Singapore was about S$985,450 for the financial year ended Dec 31, 2025. The net tangible asset value stood at around S$57.10 a share, reported The Business Times previously.
Starke Singapore supplies precision engineering players, including UMS.
&ldquo Super ramp is here&rdquo , Maybank maintains &lsquo buy&rsquo on UMS Integration with higher target price of $1.88
Jarick Seet of Maybank Securities has raised his target price for UMS Integration (SGX:558) , citing a surge in more orders from the company&rsquo s new key customer.
For its FY2025, UMS Integration reports earnings of $41.6 million, up 2% y-o-y, which is in line with his estimates.
The company&rsquo s revenue from Malaysia surged 91% y-o-y due to more orders from the new key customer. &ldquo UMS Integration is working on many NPIs (new product introductions) with its new key customer to expand product offerings coupled with the upbeat forecast for FY2026,&rdquo says Seet in his March 2 note.
UMS Integration&rsquo s FY2026 revenue from its new client to surge further by 100% y-o-y as the ramp up continues for more products. UMS Integration&rsquo s management also expects revenue contribution from the new client to double in FY2026 and more in FY2027.
Meanwhile, UMS Integration recently renewed its Integrated System (IS) contract with its existing key customer for another 3 years. In Seet&rsquo s perspective, he believes this will enable the company to benefit from the robust growth in demand from this customer.
While revenue from Singapore dipped y-o-y 4% in FY2025, Seet predicts that this could potentially start to increase again in FY2026 and FY2027 due to the AI capex cycle.
&ldquo They have also been chosen by the customer to be one of the key suppliers for the next generation packaging system, which could potentially boost their volumes going forward. We expect 15-20% y-o-y revenue growth for this customer,&rdquo says Seet.
As a result, he has raised his forecast on UMS Integration&rsquo s earnings by 2.9% and 10.7% for FY2026 and FY2027 respectively. Seet is keeping a &ldquo buy&rdquo call with a higher target price of $1.88 on UMS Integration as he rolls forward his valuation basis on a blended 25 times FY2026 and FY2027 P/E.
As of 10.05am, shares in UMS Integration are trading 6 cents higher, or 4% up at $1.56.
Jarick Seet of Maybank Securities has raised his target price for UMS Integration (SGX:558) , citing a surge in more orders from the company&rsquo s new key customer.
For its FY2025, UMS Integration reports earnings of $41.6 million, up 2% y-o-y, which is in line with his estimates.
The company&rsquo s revenue from Malaysia surged 91% y-o-y due to more orders from the new key customer. &ldquo UMS Integration is working on many NPIs (new product introductions) with its new key customer to expand product offerings coupled with the upbeat forecast for FY2026,&rdquo says Seet in his March 2 note.
UMS Integration&rsquo s FY2026 revenue from its new client to surge further by 100% y-o-y as the ramp up continues for more products. UMS Integration&rsquo s management also expects revenue contribution from the new client to double in FY2026 and more in FY2027.
Meanwhile, UMS Integration recently renewed its Integrated System (IS) contract with its existing key customer for another 3 years. In Seet&rsquo s perspective, he believes this will enable the company to benefit from the robust growth in demand from this customer.
While revenue from Singapore dipped y-o-y 4% in FY2025, Seet predicts that this could potentially start to increase again in FY2026 and FY2027 due to the AI capex cycle.
&ldquo They have also been chosen by the customer to be one of the key suppliers for the next generation packaging system, which could potentially boost their volumes going forward. We expect 15-20% y-o-y revenue growth for this customer,&rdquo says Seet.
As a result, he has raised his forecast on UMS Integration&rsquo s earnings by 2.9% and 10.7% for FY2026 and FY2027 respectively. Seet is keeping a &ldquo buy&rdquo call with a higher target price of $1.88 on UMS Integration as he rolls forward his valuation basis on a blended 25 times FY2026 and FY2027 P/E.
As of 10.05am, shares in UMS Integration are trading 6 cents higher, or 4% up at $1.56.
💪 💪 💪 💪 💪 💪 💪 💪 💪 😂
shortist has to cover back at higher price.
&ldquo Super ramp is here&rdquo , Maybank maintains &lsquo buy&rsquo on UMS Integration with higher target price of $1.88
&ldquo Super ramp is here&rdquo , Maybank maintains &lsquo buy&rsquo on UMS Integration with higher target price of $1.88
Reversal in play now
Mai Ruan Ruan Lai 😅
ruanlai ( Date: 03-Mar-2026 12:05) Posted:
|
Pump and dump!
Heading back to $1.45
dyodd
Heading back to $1.45
dyodd
Engine restarted
Tracer63 ( Date: 03-Mar-2026 11:55) Posted:
|
Gap 1.51 covered, BUY
For Reference Only Extracted from UOB Kay Hian report:
2025: Winner Of Super Semiconductor Upcycle Raise Target Price By 9%
Highlights:
UMS reported 2025 earnings of S$42m (+2% yoy), in line at 100% of our fullyear forecast..
2025 revenue grew 4% yoy due to growth in the semiconductor segment, offset by a decline in aerospace.
UMS maintains a positive outlook as it will speed up production ramp-up and it is working on many new NPIs from its key customer. Maintain BUY with a
9% higher target price of S$1.80 (S$1.66 previously).
2025: Winner Of Super Semiconductor Upcycle Raise Target Price By 9%
Highlights:
UMS reported 2025 earnings of S$42m (+2% yoy), in line at 100% of our fullyear forecast..
2025 revenue grew 4% yoy due to growth in the semiconductor segment, offset by a decline in aerospace.
UMS maintains a positive outlook as it will speed up production ramp-up and it is working on many new NPIs from its key customer. Maintain BUY with a
9% higher target price of S$1.80 (S$1.66 previously).
UMS buys out aluminium alloy products supplier
The deal is not expected to have a material impact on its FY2026 net tangible assets or earnings per share
[SINGAPORE] Precision engineering group UMS Integration : 558 +3.45% has bought the remaining 30 per cent stake in Starke Singapore, a privately held aluminium alloy products supplier, for S$8.2 million.
Announcing the acquisition, which converted Starke into its wholly owned subsidiary, UMS said on Monday (Mar 2) that it would streamline Starke&rsquo s business operations with the group, and &ldquo better manage&rdquo its overhead costs.
It also noted that Starke supplies precision engineering players, including UMS.
The acquisition will be funded by the group&rsquo s internal resources and/or bank borrowings, UMS said. The deal is not expected to have a material impact on its net tangible assets or earnings per share for the financial year ending Dec 31, 2026.
UMS added that the net profit attributable to the 30 per cent stake in Starke was about S$985,450 for the financial year ended Dec 31, 2025. The net tangible asset value stood at around S$57.10 a share.
The managing director of Starke, Luah Kian Tiong &ndash one of the two who sold the remaining stake to UMS &ndash stepped down from the role on Feb 28, after the acquisition.
The deal is not expected to have a material impact on its FY2026 net tangible assets or earnings per share
[SINGAPORE] Precision engineering group UMS Integration : 558 +3.45% has bought the remaining 30 per cent stake in Starke Singapore, a privately held aluminium alloy products supplier, for S$8.2 million.
Announcing the acquisition, which converted Starke into its wholly owned subsidiary, UMS said on Monday (Mar 2) that it would streamline Starke&rsquo s business operations with the group, and &ldquo better manage&rdquo its overhead costs.
It also noted that Starke supplies precision engineering players, including UMS.
The acquisition will be funded by the group&rsquo s internal resources and/or bank borrowings, UMS said. The deal is not expected to have a material impact on its net tangible assets or earnings per share for the financial year ending Dec 31, 2026.
UMS added that the net profit attributable to the 30 per cent stake in Starke was about S$985,450 for the financial year ended Dec 31, 2025. The net tangible asset value stood at around S$57.10 a share.
The managing director of Starke, Luah Kian Tiong &ndash one of the two who sold the remaining stake to UMS &ndash stepped down from the role on Feb 28, after the acquisition.
not far towards 1.50 and to rocket up to 2.0 hopefully within 6 months
amazing, rebounded so fast, going next leg.
UMS Integration' s FY2025 earnings up 2% to $41.6 mil
UMS Integration, a key contractor to the semiconductor capital equipment industry, has reported 4QYF2025 earnings of $11 million, similar to the year-earlier quarter. This brings its full-year earnings to $41.6 million, a slight increase of 2%. Revenue in the same period was up 4% to $251.1 million.
The company plans to pay a final dividend of 2 cents per share, same as the year-earlier.
" Despite tariff threats, intensifying geopolitical tensions and market uncertainties, the group delivered a better performance in FY2025 - growing its topline and bottomline and generating both positive operating cashflow and free cashflow," says CEO Andy Luong.
" This is another clear demonstration of our resilience and foresight in anticipating global trends that will continue to lift us to greater heights over the long term," he adds.
In the last four years, the company had spent $155 million to expand its manufacturing capabilities to get ready for the expected production ramp up for its key customers.
Luong says that both of his key customers are expecting " robust" demand growth for this year and next.
" With the acceleration of AI applications, they are ramping execution velocity to drive multi-year outperformance targets going forward," he says.
UMS says the industry is shifting away from the traditional consumer-driven cycles, toward a new so-called " giga cycle" where major tech companies are investing heavily.
In addition, UMS, which is plugged into the aviation industry via its separately listed subsidiary JEP, is expecting a global boom in air travel too.
UMS Q4 FY2025 earnings flat at S$11.1 million declares dividend of S$0.02
Revenue for the quarter eases 1% to S$66.8 million
[SINGAPORE] UMS Integration reported a flat earnings of S$11.1 million for the fourth quarter ended Dec 31, 2025, as higher tax expenses offset improved gross material margins and lower personnel costs.
Revenue for the quarter eased 1 per cent to S$66.8 million, the company said in its financial results released on Friday (Feb 27). UMS Integration provides equipment manufacturing and engineering services to semiconductor original equipment manufacturers.
Earnings per share for Q4 FY2025 were also flat, at S$0.0156.
A final dividend of S$0.02 per share for FY2025 was proposed, unchanged from the S$0.02 final dividend paid for FY2024.
Specifically, semiconductor segment sales were 1 per cent lower at S$56.8 million, due mainly to lower component sales.
Sales in other segments, which includes the manufacture of water disinfection systems and metal distribution, surged 45 per cent. This was mainly due to revenue recognition of several completed projects under the group&rsquo s water treatment subsidiary, Kalf Engineering.
Geographically, all the group&rsquo s key markets, except Singapore and the US, posted higher revenue compared with the same period in FY2024.
Revenue from Taiwan soared 44 per cent due to the commencement of component sales to a new key customer&rsquo s location there, while revenue from Malaysia edged up 2 per cent to slightly above S$8 million.
Sales in Singapore fell 2 per cent to S$42.4 million mainly due to lower overall semiconductor sales, while those in the US slumped 42 per cent to S$5.2 million on lower semiconductor and aerospace component sales.
For FY2025, earnings rose 2 per cent to S$41.6 million from S$40.6 million in FY2024. Revenue for FY2025 grew 4 per cent to S$251.1 million from S$242.1 million in FY2024.
Earnings per share for the full year stood at S$0.0585, up from S$0.0574 in FY2024.
The group also announced it has successfully renewed its Integrated System contract with an existing key customer for another three years as semiconductor demand accelerates.
The group noted it has invested more than S$155 million in the last four years to expand manufacturing capabilities to prepare for an &ldquo expected production ramp-up.&rdquo Its new facilities are now operational and equipped with capabilities to capture new market opportunities.
The group is currently working on many new product introductions from its new key customer to expand its product offerings in line with upbeat forecasts in the coming months.
Andy Luong, chief executive of UMS, said: &ldquo Both our key global customers have forecast robust demand growth for 2026 and 2027. With the acceleration of AI (artificial intelligence) applications, they are ramping execution velocity to drive multi-year outperformance targets.&rdquo
Hope market can overlook the flat earnings on Monday
earlier.
"Despite tariff threats, intensifying geopolitical tensions and market uncertainties, the group delivered a better performance in FY2025 - growing its topline and bottomline and generating both positive operating cashflow and free cashflow," says CEO Andy Luong.
"This is another clear demonstration of our resilience and foresight in anticipating global trends that will continue to lift us to greater heights over the long term," he adds.
In the last four years, the company had spent $155 million to expand its manufacturing capabilities to get ready for the expected production ramp up for its key customers.
Luong says that both of his key customers are expecting "robust" demand growth for this year and next.
"Despite tariff threats, intensifying geopolitical tensions and market uncertainties, the group delivered a better performance in FY2025 - growing its topline and bottomline and generating both positive operating cashflow and free cashflow," says CEO Andy Luong.
"This is another clear demonstration of our resilience and foresight in anticipating global trends that will continue to lift us to greater heights over the long term," he adds.
In the last four years, the company had spent $155 million to expand its manufacturing capabilities to get ready for the expected production ramp up for its key customers.
Luong says that both of his key customers are expecting "robust" demand growth for this year and next.
Recntly increased number of shares thru bonus issue still can give 2c dividend, not bad at all.
ums can go better too with aem already up 17% today