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easywin Supreme	17-May-2019 08:59        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	UMS major customer Applied Materials gives strong guidance, that good news.
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chengwh1 Elite	16-May-2019 13:18        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, bro,.. I am also in the same situation as you are in now. Our holding price is very low,... hence, we can afford to wait,... I guessed,... Secondly, I think we can ignore the sp div for the past year and for the current year. Starship      ( Date: 16-May-2019 10:46) Posted: At 45c, it would be nothing short of a miracle godsend for div investors  I' ll be adding even at much higher than 45c as I' m presently holding at much higher than current price. It consistently pays out div every quarter plus also annual sp div.  Even with the reduced dividends, that will still be higher than what many reits payout. bwavep      ( Date: 16-May-2019 10:31) Posted: they' ve trimmed to $0.45.... Maintain FULLY VALUED with a lower TP of S$0.45. Valuation multiple remains at 8x FY19F/FY20F PE. Our TP is reduced to S$0.45 on the back of the cut in earnings on lower margin assumptions
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chengwh1 Elite	16-May-2019 13:17        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes,... excellent comment, bro,... analysts on a paycheck,... hehe,...tq,... bwavep      ( Date: 16-May-2019 12:16) Posted: yes, i only shared to update another forumner post for the new dbs target. i, too, have my own valuation methodology and it can be from rather different perspectives from these young sell side analysts on a paycheck  chengwh1      ( Date: 16-May-2019 10:41) Posted: DBS valuation technique is uniquely theirs. Different persons have different methods to evaluate. I have my methods too. Anyway, we can' t quantify sentiment
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bwavep Senior	16-May-2019 12:16        bwavep About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes, i only shared to update another forumner post for the new dbs target. i, too, have my own valuation methodology and it can be from rather different perspectives from these young sell side analysts on a paycheck  chengwh1      ( Date: 16-May-2019 10:41) Posted: DBS valuation technique is uniquely theirs. Different persons have different methods to evaluate. I have my methods too. Anyway, we can' t quantify sentiment ! bwavep      ( Date: 16-May-2019 10:31) Posted: they' ve trimmed to $0.45.... Maintain FULLY VALUED with a lower TP of S$0.45. Valuation multiple remains at 8x FY19F/FY20F PE. Our TP is reduced to S$0.45 on the back of the cut in earnings on lower margin assumptions
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Starship Supreme	16-May-2019 10:46        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	At 45c, it would be nothing short of a miracle godsend for div investors  I' ll be adding even at much higher than 45c as I' m presently holding at much higher than current price. It consistently pays out div every quarter plus also annual sp div.  Even with the reduced dividends, that will still be higher than what many reits payout. bwavep      ( Date: 16-May-2019 10:31) Posted: they' ve trimmed to $0.45.... Maintain FULLY VALUED with a lower TP of S$0.45. Valuation multiple remains at 8x FY19F/FY20F PE. Our TP is reduced to S$0.45 on the back of the cut in earnings on lower margin assumptions. patient168      ( Date: 16-May-2019 09:26) Posted: This one DBS target price is $0.55.
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chengwh1 Elite	16-May-2019 10:41        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS valuation technique is uniquely theirs. Different persons have different methods to evaluate. I have my methods too. Anyway, we can' t quantify sentiment ! bwavep      ( Date: 16-May-2019 10:31) Posted: they' ve trimmed to $0.45.... Maintain FULLY VALUED with a lower TP of S$0.45. Valuation multiple remains at 8x FY19F/FY20F PE. Our TP is reduced to S$0.45 on the back of the cut in earnings on lower margin assumptions. patient168      ( Date: 16-May-2019 09:26) Posted: This one DBS target price is $0.55.
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chengwh1 Elite	16-May-2019 10:36        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reducing dividend gradually is healthy when times are bad,... means the co is still payout, and mgmt is keen to reward loyal shareholders. This is not a REIT, it can choose NOT to give out dividends. But it still does. I think every company has some bad times that it needs to pull-through. This time, UMS needs to do this. Shareholders need to  decide whether they wished to remain loyal or not during this period. iinvestor      ( Date: 15-May-2019 23:49) Posted: Reducing dividend is not a good signal to the market at all....tmrrw prob will drop further. JEP is still very small, only generate $2m profit for FY2018, compared to $42m for UMS. May need longer period to see greater returns.
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bwavep Senior	16-May-2019 10:31        bwavep About Contact  Quote this Post!
x 0   x 0  Alert Admin	they' ve trimmed to $0.45.... Maintain FULLY VALUED with a lower TP of S$0.45. Valuation multiple remains at 8x FY19F/FY20F PE. Our TP is reduced to S$0.45 on the back of the cut in earnings on lower margin assumptions. patient168      ( Date: 16-May-2019 09:26) Posted: This one DBS target price is $0.55.
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chengwh1 Elite	16-May-2019 10:26        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It has been mentioned by SEMI that  1st-half 2018 was good. But 2nd-half 2018 was difficult. 2019 is expected to be difficult. That' s why, if we compare year-on-year for every qtr till now, the results are very bad. Next year is expected to be GOOD. nqing87      ( Date: 15-May-2019 23:01) Posted: 3 consecutive quarters of -40% drop in profits.. dividends also cutting for this few quarters.. i think there are many more electronic counters that perform better than ums during this 3 quarters
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patient168 Senior	16-May-2019 09:26        patient168 About Contact  Quote this Post!   Yells: "patience is the key to winning"
x 0   x 0  Alert Admin	This one DBS target price is $0.55.
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trademaster Supreme	15-May-2019 23:49        trademaster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good news ! Starship      ( Date: 15-May-2019 19:35) Posted: UMS reports net profit of S$7 million on revenue of $28.6 million in 1Q2019 - Continues to reward shareholders with quarterly dividend Singapore 15 May 2019 - SGX Mainboard-listed UMS Holdings Limited (&ldquo UMS&rdquo or &ldquo The Group&rdquo ) has reported a profitable start for FY2019 and aims to continue rewarding shareholders with quarterly dividends. The Group posted a net profit attributable to shareholders of $7.0 million on revenue of $28.6 million in the first quarter of the year. Compared to 4Q2018, Group revenue improved about 10% in 1Q2019 from S$25.9 million in the last quarter of FY2018. This was attributed to higher sales achieved by the semiconductor segment in 1Q2019. On a quarterly basis (compared to 1Q2018), Group revenue however declined by 24% from S$37.5 million a year ago. This was due to a 27% decrease in revenue from its semiconductor business while sales from its &ldquo Others&rdquo segment shot up by 223%. Revenue from &ldquo Others&rdquo segment came from Kalf Engineering&rsquo s projects and Starke Singapore&rsquo s material distribution business. Starke Singapore began contributing to the Group&rsquo s performance since 3Q2018. Within the semiconductor segment, revenue from its integrated systems business declined 32% from S$18.4 million in 1Q2018 to S$12.5 million in 1Q2019 while revenue from component sales fell by 22% from S$18.6 million to S$14.5 million during the same period. The semiconductor equipment industry faced weak near term demands brought about by lower memory prices and a decline in capital expenditures caused by a shift in chipmakers&rsquo strategies in response to global trade tensions. These trends exerted downward pressure on the Group&rsquo s revenues in 1Q2019 in all geographical markets. 1Q2019 revenue in Singapore declined 28% as compared to 1Q2018 mainly due to weaker demand for Semiconductor Integrated Systems. Softer demand for components also impacted the performance of the Group' s other regions. Revenue in US eased 12% vs 1Q2018, while Taiwan sales softened by 11%.  Healthy Cashflow UMS continued to generate a healthy cash flow of S$11.8 million in net cash from operating activities and S$10.7 million free cash flow in in 1Q2019. This was largely due to reduction in capital expenditures and the running down of inventory. Bank borrowings were pared down by S$1.0 million. The Group&rsquo s net cash and cash equivalents stayed healthy at S$9.3 million as of 31 Mar 2019 compared to a net debt of $1.4 million as at 31 Dec 2018. In view of the Group' s healthy financial position and its practice of rewarding shareholders, an interim dividend of 0.5 cents per ordinary share has been declared and will be payable on 26 July 2019.  Outlook Said Mr Andy Luong, UMS' Chairman and CEO, " The Group has delivered a commendable performance. We stayed profitable despite ongoing economic and business headwinds. We have worked hard to achieve positive results for our shareholders. We are pleased that our order books had remained stable and together with our key customer, we are making concerted efforts to navigate the current market dynamics to stay ahead of the competition." " Our diversification strategy has also reaped positive returns for us. Our associate JEP has turned around its fortunes and made improved contributions to the Group. Going forward, we expect to further benefit from the continued growth of our associate and subsidiary companies," added Mr Luong.
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iinvestor Veteran	15-May-2019 23:49        iinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reducing dividend is not a good signal to the market at all....tmrrw prob will drop further. JEP is still very small, only generate $2m profit for FY2018, compared to $42m for UMS. May need longer period to see greater returns.
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nqing87 Supreme	15-May-2019 23:01        nqing87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	3 consecutive quarters of -40% drop in profits.. dividends also cutting for this few quarters.. i think there are many more electronic counters that perform better than ums during this 3 quarters
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easywin Supreme	15-May-2019 21:39        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now take less, later gain more. trust Andy he can do a good job.
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chengwh1 Elite	15-May-2019 21:24        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think Andy has told us earlier  that he may need to divert cash out to buy businesses for acieving the objective of not depending only on the semicon sector. If I' m not mistaken, he mentioned this sometime last year when the dps was first cut. If you guys want to see the ann' t, I can dig it up for you,... well,.. I hoped my memory is right. Under these economic times,... I think I' m satisfied with this performance,....especially the part where : JEP IS TURNING AROUND AND IS STARTING TO CONTRIBUTE TO THE GROUP' S PERFORMANCE !
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Starship Supreme	15-May-2019 19:47        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	i think Andy using the funds to buy Jep bishan22      ( Date: 15-May-2019 19:46) Posted: Used to give 1 cent... now oni half cent... chay....salty tortoise..... Starship      ( Date: 15-May-2019 19:35) Posted: UMS reports net profit of S$7 million on revenue of $28.6 million in 1Q2019 - Continues to reward shareholders with quarterly dividend Singapore 15 May 2019 - SGX Mainboard-listed UMS Holdings Limited (&ldquo UMS&rdquo or &ldquo The Group&rdquo ) has reported a profitable start for FY2019 and aims to continue rewarding shareholders with quarterly dividends. The Group posted a net profit attributable to shareholders of $7.0 million on revenue of $28.6 million in the first quarter of the year. Compared to 4Q2018, Group revenue improved about 10% in 1Q2019 from S$25.9 million in the last quarter of FY2018. This was attributed to higher sales achieved by the semiconductor segment in 1Q2019. On a quarterly basis (compared to 1Q2018), Group revenue however declined by 24% from S$37.5 million a year ago. This was due to a 27% decrease in revenue from its semiconductor business while sales from its &ldquo Others&rdquo segment shot up by 223%. Revenue from &ldquo Others&rdquo segment came from Kalf Engineering&rsquo s projects and Starke Singapore&rsquo s material distribution business. Starke Singapore began contributing to the Group&rsquo s performance since 3Q2018. Within the semiconductor segment, revenue from its integrated systems business declined 32% from S$18.4 million in 1Q2018 to S$12.5 million in 1Q2019 while revenue from component sales fell by 22% from S$18.6 million to S$14.5 million during the same period. The semiconductor equipment industry faced weak near term demands brought about by lower memory prices and a decline in capital expenditures caused by a shift in chipmakers&rsquo strategies in response to global trade tensions. These trends exerted downward pressure on the Group&rsquo s revenues in 1Q2019 in all geographical markets. 1Q2019 revenue in Singapore declined 28% as compared to 1Q2018 mainly due to weaker demand for Semiconductor Integrated Systems. Softer demand for components also impacted the performance of the Group' s other regions. Revenue in US eased 12% vs 1Q2018, while Taiwan sales softened by 11%.  Healthy Cashflow UMS continued to generate a healthy cash flow of S$11.8 million in net cash from operating activities and S$10.7 million free cash flow in in 1Q2019. This was largely due to reduction in capital expenditures and the running down of inventory. Bank borrowings were pared down by S$1.0 million. The Group&rsquo s net cash and cash equivalents stayed healthy at S$9.3 million as of 31 Mar 2019 compared to a net debt of $1.4 million as at 31 Dec 2018. In view of the Group' s healthy financial position and its practice of rewarding shareholders, an interim dividend of 0.5 cents per ordinary share has been declared and will be payable on 26 July 2019.  Outlook Said Mr Andy Luong, UMS' Chairman and CEO, " The Group has delivered a commendable performance. We stayed profitable despite ongoing economic and business headwinds. We have worked hard to achieve positive results for our shareholders. We are pleased that our order books had remained stable and together with our key customer, we are making concerted efforts to navigate the current market dynamics to stay ahead of the competition." " Our diversification strategy has also reaped positive returns for us. Our associate JEP has turned around its fortunes and made improved contributions to the Group. Going forward, we expect to further benefit from the continued growth of our associate and subsidiary companies," added Mr Luong.
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bishan22 Supreme	15-May-2019 19:46        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Used to give 1 cent... now oni half cent... chay....salty tortoise..... Starship      ( Date: 15-May-2019 19:35) Posted: UMS reports net profit of S$7 million on revenue of $28.6 million in 1Q2019 - Continues to reward shareholders with quarterly dividend Singapore 15 May 2019 - SGX Mainboard-listed UMS Holdings Limited (&ldquo UMS&rdquo or &ldquo The Group&rdquo ) has reported a profitable start for FY2019 and aims to continue rewarding shareholders with quarterly dividends. The Group posted a net profit attributable to shareholders of $7.0 million on revenue of $28.6 million in the first quarter of the year. Compared to 4Q2018, Group revenue improved about 10% in 1Q2019 from S$25.9 million in the last quarter of FY2018. This was attributed to higher sales achieved by the semiconductor segment in 1Q2019. On a quarterly basis (compared to 1Q2018), Group revenue however declined by 24% from S$37.5 million a year ago. This was due to a 27% decrease in revenue from its semiconductor business while sales from its &ldquo Others&rdquo segment shot up by 223%. Revenue from &ldquo Others&rdquo segment came from Kalf Engineering&rsquo s projects and Starke Singapore&rsquo s material distribution business. Starke Singapore began contributing to the Group&rsquo s performance since 3Q2018. Within the semiconductor segment, revenue from its integrated systems business declined 32% from S$18.4 million in 1Q2018 to S$12.5 million in 1Q2019 while revenue from component sales fell by 22% from S$18.6 million to S$14.5 million during the same period. The semiconductor equipment industry faced weak near term demands brought about by lower memory prices and a decline in capital expenditures caused by a shift in chipmakers&rsquo strategies in response to global trade tensions. These trends exerted downward pressure on the Group&rsquo s revenues in 1Q2019 in all geographical markets. 1Q2019 revenue in Singapore declined 28% as compared to 1Q2018 mainly due to weaker demand for Semiconductor Integrated Systems. Softer demand for components also impacted the performance of the Group' s other regions. Revenue in US eased 12% vs 1Q2018, while Taiwan sales softened by 11%.  Healthy Cashflow UMS continued to generate a healthy cash flow of S$11.8 million in net cash from operating activities and S$10.7 million free cash flow in in 1Q2019. This was largely due to reduction in capital expenditures and the running down of inventory. Bank borrowings were pared down by S$1.0 million. The Group&rsquo s net cash and cash equivalents stayed healthy at S$9.3 million as of 31 Mar 2019 compared to a net debt of $1.4 million as at 31 Dec 2018. In view of the Group' s healthy financial position and its practice of rewarding shareholders, an interim dividend of 0.5 cents per ordinary share has been declared and will be payable on 26 July 2019.  Outlook Said Mr Andy Luong, UMS' Chairman and CEO, " The Group has delivered a commendable performance. We stayed profitable despite ongoing economic and business headwinds. We have worked hard to achieve positive results for our shareholders. We are pleased that our order books had remained stable and together with our key customer, we are making concerted efforts to navigate the current market dynamics to stay ahead of the competition." " Our diversification strategy has also reaped positive returns for us. Our associate JEP has turned around its fortunes and made improved contributions to the Group. Going forward, we expect to further benefit from the continued growth of our associate and subsidiary companies," added Mr Luong.
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Starship Supreme	15-May-2019 19:35        Starship About Contact  Quote this Post!
x 0   x 0  Alert Admin	UMS reports net profit of S$7 million on revenue of $28.6 million in 1Q2019 - Continues to reward shareholders with quarterly dividend Singapore 15 May 2019 - SGX Mainboard-listed UMS Holdings Limited (&ldquo UMS&rdquo or &ldquo The Group&rdquo ) has reported a profitable start for FY2019 and aims to continue rewarding shareholders with quarterly dividends. The Group posted a net profit attributable to shareholders of $7.0 million on revenue of $28.6 million in the first quarter of the year. Compared to 4Q2018, Group revenue improved about 10% in 1Q2019 from S$25.9 million in the last quarter of FY2018. This was attributed to higher sales achieved by the semiconductor segment in 1Q2019. On a quarterly basis (compared to 1Q2018), Group revenue however declined by 24% from S$37.5 million a year ago. This was due to a 27% decrease in revenue from its semiconductor business while sales from its &ldquo Others&rdquo segment shot up by 223%. Revenue from &ldquo Others&rdquo segment came from Kalf Engineering&rsquo s projects and Starke Singapore&rsquo s material distribution business. Starke Singapore began contributing to the Group&rsquo s performance since 3Q2018. Within the semiconductor segment, revenue from its integrated systems business declined 32% from S$18.4 million in 1Q2018 to S$12.5 million in 1Q2019 while revenue from component sales fell by 22% from S$18.6 million to S$14.5 million during the same period. The semiconductor equipment industry faced weak near term demands brought about by lower memory prices and a decline in capital expenditures caused by a shift in chipmakers&rsquo strategies in response to global trade tensions. These trends exerted downward pressure on the Group&rsquo s revenues in 1Q2019 in all geographical markets. 1Q2019 revenue in Singapore declined 28% as compared to 1Q2018 mainly due to weaker demand for Semiconductor Integrated Systems. Softer demand for components also impacted the performance of the Group' s other regions. Revenue in US eased 12% vs 1Q2018, while Taiwan sales softened by 11%.  Healthy Cashflow UMS continued to generate a healthy cash flow of S$11.8 million in net cash from operating activities and S$10.7 million free cash flow in in 1Q2019. This was largely due to reduction in capital expenditures and the running down of inventory. Bank borrowings were pared down by S$1.0 million. The Group&rsquo s net cash and cash equivalents stayed healthy at S$9.3 million as of 31 Mar 2019 compared to a net debt of $1.4 million as at 31 Dec 2018. In view of the Group' s healthy financial position and its practice of rewarding shareholders, an interim dividend of 0.5 cents per ordinary share has been declared and will be payable on 26 July 2019.  Outlook Said Mr Andy Luong, UMS' Chairman and CEO, " The Group has delivered a commendable performance. We stayed profitable despite ongoing economic and business headwinds. We have worked hard to achieve positive results for our shareholders. We are pleased that our order books had remained stable and together with our key customer, we are making concerted efforts to navigate the current market dynamics to stay ahead of the competition." " Our diversification strategy has also reaped positive returns for us. Our associate JEP has turned around its fortunes and made improved contributions to the Group. Going forward, we expect to further benefit from the continued growth of our associate and subsidiary companies," added Mr Luong.
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Starwar88 Supreme	14-May-2019 15:02        Starwar88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Depends on when u bought this. Last year high was around $1.30. Those who bought above 90 cents all regretting. Don?t know when can cash out at cost. Qanghoo      ( Date: 14-May-2019 14:59) Posted: To me, ' tis a very good stock for long term investment.  Div reduction in short term is ok for longer term stability n gain.  I do believe though that they' d strive to keep up the div as much as possible.   chengwh1      ( Date: 14-May-2019 13:21) Posted: Frankly,... accepting  a reduced dividend is certainly fine with me, provided the acquisition can perform in the medium to long term. I am a long term investor,.... but that' s only me. A speculator may not like this,...
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Qanghoo Supreme	14-May-2019 14:59        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	To me, ' tis a very good stock for long term investment.  Div reduction in short term is ok for longer term stability n gain.  I do believe though that they' d strive to keep up the div as much as possible.   chengwh1      ( Date: 14-May-2019 13:21) Posted: Frankly,... accepting  a reduced dividend is certainly fine with me, provided the acquisition can perform in the medium to long term. I am a long term investor,.... but that' s only me. A speculator may not like this,...
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