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Ligaya Master	22-Jan-2026 03:09        Ligaya About Contact  Quote this Post!
x 0   x 0  Alert Admin	$2 is achievable if semiconductor orders drives EPS upgrades and supports a re-rating toward 19 to 20x per if rated AI beneficiary than low ROE traditional contract manufacturer, and no earnings surprises.
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PQTPQK Supreme	21-Jan-2026 15:29        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	should test 1.60 soon
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MambaFinancial89 Veteran	19-Jan-2026 15:17        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	Frencken Group to see pick up in semiconductor-related orders in 2HFY2026, says Macquarie Macquarie analysts Foo Zhiwei and Hanel Tan have initiated coverage on Frencken Group with an OUTPERFORM call and $1.76 target price, with a view that in the second half this year, the company will benefit from a pick up in semiconductor orders from its customers, who are in turn enjoying higher demand for their products driven by growing number of AI data centres. Citing estimates from Visible Alpha, Foo and Tan note that Frenckens key customer ASML is likely to see orders for its key EUV machines rise from 47 to 54 units. We expect this to translate to more orders for Frencken, as ASML demands more parts to fulfil its order backlog, state the analysts in their Jan 16 note. Frencken is likely to see stronger orders from its other customer segments. For one, the surge in demand for AI data centres means there is a growing need for storage capacity and as such, Frencken might see more industrial automation orders from its key customer in this segment, Seagate, whose capex is doubling from US$265 million in FY2025 to US$536 million in FY2027. In automotive, Frenckens customer Gapwaves could see demand for its automotive sensors inflect upwards as adoption finally takes root in 2026. Foo and Tan point out that Frencken, despite a 9% FY2026 ROE, which is in line with the industry average, trades at a discount to its peer average of 19x PER. According to the analysts, by applying a PB-ROE regression, they see potential for Frencken to re-rate to at least 17x FY26E PER. Their $1.76 target price is based on 17x FY26E PER, which is +1.3SD to its average, justified by recovering semiconductor orders underpinning solid earnings growth.
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msksmsks Supreme	15-Jan-2026 20:05        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	ASML tops US$500 billion market cap as TSMC plans to spend more https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/asml-tops-us500-billion-market-cap-tsmc-plans-spend-more msksmsks      ( Date: 15-Jan-2026 18:09) Posted: Pre mkt opening, ASML already showed new 52 wk high wl be created again. Lets C tmr
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msksmsks Supreme	15-Jan-2026 18:09        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Pre mkt opening, ASML already showed new 52 wk high wl be created again. Lets C tmr
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goldenpiggy Veteran	14-Jan-2026 09:04        goldenpiggy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Slow and steady. msksmsks      ( Date: 14-Jan-2026 08:37) Posted: A new 52 wk high was created again last night by ASML but closed negative partly due to profit taking and overbght territory.
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msksmsks Supreme	14-Jan-2026 08:37        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	A new 52 wk high was created again last night by ASML but closed negative partly due to profit taking and overbght territory.
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msksmsks Supreme	13-Jan-2026 11:59        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Next , the target to achieve 1.55
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Trainner Master	13-Jan-2026 11:55        Trainner About Contact  Quote this Post!
x 0   x 0  Alert Admin	💪 💪 💪 💪 👍 👍 👍 👍 👍 👍 👍 msksmsks      ( Date: 13-Jan-2026 07:30) Posted: A new 52 wk high was created again Last night by ASML sterling performances Frencken wl catch up.
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msksmsks Supreme	13-Jan-2026 07:30        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	A new 52 wk high was created again Last night by ASML sterling performances Frencken wl catch up.
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kt3152 Supreme	12-Jan-2026 14:27        kt3152 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Gap 147 closed...next gap 152....huat to all....
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msksmsks Supreme	12-Jan-2026 14:14        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Target 1.7 series.
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Trainner Master	12-Jan-2026 11:58        Trainner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ok, it is catching up now...... the market starts to recognise the value of Frencken. 👍 Trainner      ( Date: 12-Jan-2026 08:58) Posted: So how, Frencken has been lagging ASML and other semiconductor counters. However, it will catch up...... I am very hopeful. msksmsks      ( Date: 12-Jan-2026 08:55) Posted: ASML hit a new 52wk high last Fri. Frencken been lagging far behind Lets see whether can tango along
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Trainner Master	12-Jan-2026 08:58        Trainner About Contact  Quote this Post!
x 0   x 0  Alert Admin	So how, Frencken has been lagging ASML and other semiconductor counters. However, it will catch up...... I am very hopeful. msksmsks      ( Date: 12-Jan-2026 08:55) Posted: ASML hit a new 52wk high last Fri. Frencken been lagging far behind Lets see whether can tango along
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msksmsks Supreme	12-Jan-2026 08:55        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	ASML hit a new 52wk high last Fri. Frencken been lagging far behind Lets see whether can tango along
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msksmsks Supreme	09-Jan-2026 09:24        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	The longer it stays abv 1.4 series.......it' s a buy signal Letz C
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Ligaya Master	07-Jan-2026 16:14        Ligaya About Contact  Quote this Post!
x 1   x 0  Alert Admin	Frencken isn?t building capacity after orders. It is building ahead of next wave. The new Singapore site gives 3x ASML handling capacity. That?s not for 2026 earnings, that?s for the next leg of the semi upcycle. By the time utilisation shows up in the P&L, the stock won?t be cheap anymore. Reminds me of Venture in its early build-up phase. Invest in capacity + capability first, earnings follow later. Back then, Venture looked ?expensive? before utilisation kicked in. Once customers scaled, operating leverage did the heavy lifting and the re-rating came fast. Frencken feels like that stage now, capacity first, customer volume prepped later, margins + earnings inflection.
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MambaFinancial89 Veteran	07-Jan-2026 15:47        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	Just want to clarify this point from the official announcement of the new Frencken Singapore site:  " Construction of the New Facility is slated to start in the third quarter of 2025 and complete in the first quarter of 2027. Upon completion, the relocation and consolidation of the Singapore mechatronics operations to the new site will be carried out in phases."   Therefore, impact to revenue will not be immediate in 1Q2027 as some time will be required for relocation and consolidation (with potentially some additional relocation costs incurred that may impact P& L). However, over the longer term, the new site is indeed a strong value proposition and a clear signal that the company is in growth mode.  Source:  https://www.edb.gov.sg/en/about-edb/media-releases-publications/frencken-marks-groundbreaking-for-new-facility-in-singapore.html msksmsks      ( Date: 07-Jan-2026 09:31) Posted: Precisely, the chain effect wl be felt soon. In addition, Once the new facility of Frencken comes into operational 1Q27, it wl be able to handle 3X more than current for ASML Trainner      ( Date: 07-Jan-2026 09:21) Posted: ASML hits new 52 weeks high again last night. Semiconductor counters in US are doing very well last night. It is very bullish as of now, that should have positive impact on Frencken. Cheers~~~~
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Trainner Master	07-Jan-2026 10:10        Trainner About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am holding ...... strong..... 💪 💪 💪 💪 💪 msksmsks      ( Date: 07-Jan-2026 09:31) Posted: Precisely, the chain effect wl be felt soon. In addition, Once the new facility of Frencken comes into operational 1Q27, it wl be able to handle 3X more than current for ASML Trainner      ( Date: 07-Jan-2026 09:21) Posted: ASML hits new 52 weeks high again last night. Semiconductor counters in US are doing very well last night. It is very bullish as of now, that should have positive impact on Frencken. Cheers~~~~
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msksmsks Supreme	07-Jan-2026 09:31        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Precisely, the chain effect wl be felt soon. In addition, Once the new facility of Frencken comes into operational 1Q27, it wl be able to handle 3X more than current for ASML Trainner      ( Date: 07-Jan-2026 09:21) Posted: ASML hits new 52 weeks high again last night. Semiconductor counters in US are doing very well last night. It is very bullish as of now, that should have positive impact on Frencken. Cheers~~~~
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