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UMS
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ayy002
Senior |
21-May-2026 11:36
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still limping, AEM already recovered | ||||
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hokpin
Supreme |
19-May-2026 10:12
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But recovered also fast. Resilient!
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hokpin
Supreme |
19-May-2026 09:26
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Drop like durian. | ||||
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TraderBen
Supreme |
19-May-2026 09:05
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what a huge difference a few days can make Frecken dragging everyone down
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ayy002
Senior |
19-May-2026 09:04
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back to 2.4 | ||||
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kye_lin
Master |
14-May-2026 10:22
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Going to break $3 this week.. | ||||
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Alignment
Elite |
13-May-2026 19:35
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Quite unusual to see a target price so much higher than the market price for a sizable company. Bullish. | ||||
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hokpin
Supreme |
13-May-2026 14:25
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Wow, what a high price?!
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Andynkl
Senior |
13-May-2026 13:28
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Wow $4.!!!! Something to shout about. | ||||
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kye_lin
Master |
13-May-2026 13:17
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$4!! Steammmmmm | ||||
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wehuattogether88
Supreme |
13-May-2026 13:16
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UOB Kay Hian up UMS TP to S$4.01
UMS reported in-line 1Q26 earnings of S$14m (+43% yoy), at 25% of our full-year forecast. 1Q26 revenue grew 20% yoy due to growth in the semiconductor and aviation segments. UMS maintains a positive outlook underpinned by strong demand from its new customer and high semiconductor capex spending. Maintain BUY with a 123% higher target price of S$4.01. |
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reggas
Member |
13-May-2026 12:30
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no regrets attending their AGM at ulu JEP factory. i did heard.....dun sell your shares, it is worth alot more | ||||
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wehuattogether88
Supreme |
13-May-2026 11:12
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UMS just started to move after their superb 1Q results.
Might be more coming when they announce their 1H in early Aug |
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Joelton
Supreme |
13-May-2026 10:14
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UMS Integration up 14.4% after posting &lsquo strong&rsquo double-digit sales growth in Q1 Group&rsquo s earnings up 43% at S$14 million in first quarter [SINGAPORE] UMS Integration : 558 +13.56% on Monday (May 11) posted a 43 per cent surge in earnings to S$14 million for its first quarter ended Mar 31, from S$9.8 million in the previous corresponding period. As at 9.33 am on Tuesday, the counter rose as much as 14.4 per cent or S$0.34 to S$2.70, with 10.6 million shares changing hands. By 10.11 am it had eased to S$2.57, still up 8.9 per cent or S$0.21, with 15.1 million shares traded. The precision engineering group recorded earnings per share of S$0.0163 for Q1 2026, compared with S$0.0138 in the previous corresponding period. Its revenue grew 20 per cent on the year to S$69.4 million from S$57.7 million. The group declared a tax-exempt cash dividend of S$0.01 per ordinary share, unchanged from the year-ago period, which will be paid on Jul 24. Better performances across core segments It said that the robust showing was driven by better performances across all core business segments, which recorded &ldquo strong double-digit sales growth&rdquo . UMS Integration CEO Andy Luong said: &ldquo We benefited from artificial intelligence-driven increases in demand for deposition, etch and advanced packaging tools across memory, foundry chipmakers as well as the continued resilience in global aviation.&rdquo Higher sales and a foreign exchange gain of S$1.5 million, versus a loss of over S$1.1 million in Q1 2025, lifted the group&rsquo s profitability in the quarter, though this was partly offset by lower gains on the disposal of fixed assets of around S$600,000. The semiconductor business grew 21 per cent amid a sales surge. This was boosted by higher revenues from semiconductor component sales, which jumped 26 per cent on the year to S$36.5 million amid higher new customer demand, and from semiconductor integrated system sales, which grew 14 per cent to S$22.4 million during the same period. The aerospace business&rsquo revenue grew 18 per cent to S$7.3 million for the quarter, lifted by robust global aviation demand, while the others segment rose 10 per cent, due to recovery of its material distribution business. UMS Integration said that all key markets geographically reported higher revenue in Q1, with strong double-digit growth, except for the US market, which recorded a 12 per cent decline in sales amid lower semiconductor and aerospace component shipments. The mainboard-listed group said that its financial position remained healthy as at end March 2026, with net cash of S$26 million. The group expects its integrated systems demand to increase as existing key customers&rsquo outlook stays strong amid higher semiconductor capital spend from 2026 to 2028, &ldquo as chipmakers keep putting money into advanced-node capacity to build more complex processors&rdquo . The aerospace business is also expected to &ldquo persist with its strong efforts in driving earnings growth&rdquo as the global aerospace industry is &ldquo poised for continued expansion, driven by factors like increasing air travel demand and advancements in technology&rdquo , said the group. The group remains optimistic and expects to achieve better performance in FY2026, barring unforeseen circumstances. |
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Joelton
Supreme |
13-May-2026 10:13
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DBS maintains ' buy' and $2.92 target price on UMS Integration shares surge near 14% Ling Lee Keng of DBS Group Research has kept her " buy" call and E$2.92 target price on UMS Integration after AI-led semiconductor demand and disciplined cost control drove a broad-based earnings uplift for the company. In its most recent quarter ended March, UMS, led by executive chairman Andy Luong, reported earnings of $14 million, up 42.5% y-o-y, on the back of a 20.4% jump in revenue to $69.4 million. The company was able to grow it revenue from its semiconductor business by 21% y-o-y but its other key segment aerospace was up 18% as well. UMW was able to improve its gross margin to 52.6% from 49.6% in 4QFY2025. Net margin, meanwhile, was up to 20.2% from 16.5% in the preceding 4QFY2025, thanks to operating leverage and favourable currency movements. The company, rare among local listcos to pay dividends quarterly, plans to maintain the latest payout at 1 cent per share. Ling, in her May 12 note, suggests that the company' s prospects for the whole of FY2026 is " brighter" , with " robust" order forecasts provided by UMS' s customers, in turn underpinned by " sustained" AI-driven demand. In semiconductors, the main key customer is expected to grow its equipment business by more than 20% in 2026, while the new key customer continues to divert US supply sourcing to Asia, supporting strong component order flow, says Ling. New product introductions (NPI) qualifications could further lift component revenue as programmes transition into volume production, she adds. Semiconductor aside, aerospace is the second growth pillar of the company. Resilient global aviation demand, rising aircraft orders and a record industry backlog, should sustain demand for precision parts. Ling expects the company to record a 42% jump in earnings for the current FY2026, and a further 25% in the coming FY2027. For Ling, UMS remains her top pick in the semiconductor space, supported by strong customer-driven momentum and leveraged exposure to advanced packaging. UMS Integration shares jumped by 13.98% as at 2.08 pm to trade at $2.69, extending a gain of 133.91% year to date. |
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Trainner
Master |
12-May-2026 10:19
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Both Frencken and UMS Huat ah~~~~~ I will not sell now....... the potential is much higher. look at AEM price now...... Frencken and UMS should follow.....
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kye_lin
Master |
12-May-2026 09:50
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Super cheong! Huat ah! $3 soon | ||||
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Trainner
Master |
12-May-2026 00:09
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Good one!!
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hokpin
Supreme |
11-May-2026 17:40
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No wonder the performance is so resilient today!
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spursfan
Supreme |
11-May-2026 17:31
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UMS 1QFY2026 NET ATTRIBUTABLE PROFIT LEAPS 43% TO S$14 MILLION ON A 20% RISE IN REVENUE OF S$69.4 MILLION - All of the Group&rsquo s core business segments reported strong double-digit sales growth - Tax-exempt dividend of 1 cent to reward shareholders in 1QFY2026 - Group is well-positioned to capture the " giga cycle" of growth on the back of unprecedented AI-driven chip demand globally https://links.sgx.com/1.0.0/corporate-announcements/U0BL7E06PXV2DN7G/888258_UMS%20-%20Press%20Release%20-%20Q1FY2026.pdf |
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