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UMS
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UMS
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zandlery
Supreme |
02-Mar-2017 10:39
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This stock is the kind that you include in your portfolio for retirement. No matter how their business, their cash still able to give 5-6c every year.
Anyone bought at low or accumulate below 60c get at least around 8%-10% yield. Personally lucky for me I bought it initially when everyone selling because AMAT downsized their holding back then. Now still waiting good opportunity to add more.... Price too high for me now |
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sengsk
Elite |
02-Mar-2017 10:16
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UMS and Valuetronics both movement hand together, Any pull back which good for collection. Added both on good dividend too. Nice chart, worth monitor. Personal view only. ( No encouragement for Buy/Sell ) |
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Morello
Veteran |
01-Mar-2017 07:57
Yells: "In it for the long haul" |
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u could be right.  tho they have a facility at changi north and the bulk of their revenue is from Singapore
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zandlery
Supreme |
28-Feb-2017 23:52
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correct me if I am wrong but I thought they shift their main operation to penang? So the raise of water price impact should be minimum for UMS.......
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Morello
Veteran |
28-Feb-2017 21:36
Yells: "In it for the long haul" |
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first, i' m talking about biz costs so it is obvious their biz costs would rise as a result.  u r talking about profits. secondly, it is never as simple as incidental costs go up a business can pass it to customers.  contracts don' t get re-negotiated as and when there are changes in cost structure, bearing in mind ums renew their contracts on a 3-yearly basis. anyway, huat to holders, i' m not vested.
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sengsk
Elite |
28-Feb-2017 18:29
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You already hit your words its not as simple and straightforward as hawker biz. As I do clear your mind "   Even Hawker know what to do for raise price " means they will do something out for balance up water cost. They are not as stupid as hawker, If they know how to increase their pricing.
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Morello
Veteran |
28-Feb-2017 18:05
Yells: "In it for the long haul" |
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according to u UMS business and customers should be as simple and straightforward as hawker biz, wake up bro
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bishan22
Supreme |
28-Feb-2017 17:56
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4Q Profit dropped 40%... still give div of 3 cents.... mai hiam liao...... |
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zandlery
Supreme |
27-Feb-2017 12:15
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Let see the latest result will show anything regarding the contract renewal with AMAT....I guess that is crucial for long term investor.... | ||||
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sengsk
Elite |
27-Feb-2017 11:34
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On Biz , Bad news which is also their good news. In this world which Co. that stupid absord cost for affecting their profit ? Bro, Even Hawker know what to do for raise price.  
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zandlery
Supreme |
27-Feb-2017 11:25
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From what I remember UMS already shift their factory out of Singapore......impact minimum I guess
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chengwh1
Elite |
27-Feb-2017 10:06
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This is finally the UMS FY16 reporting week,.... let' s see 3 cts or 2 cts,... |
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Morello
Veteran |
22-Feb-2017 16:59
Yells: "In it for the long haul" |
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this should have direct impact on business costs http://www.todayonline.com/singapore/water-prices-go-30-cent Water prices to go up by 30% by July 2018....... For non-domestic users such as building owners and industry, water prices will increase by 27 per cent. From S$2.15 per cubic metre, the price will hit S$2.74 per cubic metre from July next year &mdash the same price as smaller domestic users. Those that use NEWater will have a new water conservation tax imposed, comprising 10 per cent of NEWater tariffs. Mr Lee Soon Kiat, executive committee member of the Singapore Semiconductor Industry Association, hoped the government could provide more one-time grants for companies to explore water recycling and conservation. Wafer fabrication, semiconductor and electronics firms make up 13 per cent of non-domestic water demand and while the industry understands why the Government is making water more costly, it is also concerned about losing competitiveness to other countries, he said. ......... |
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catalyst
Senior |
17-Feb-2017 18:52
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Don't know if this will retrace to 62cts. That'll be great | ||||
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bishan22
Supreme |
17-Feb-2017 14:36
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Dropping to attractive level.... wait first......
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chengwh1
Elite |
14-Feb-2017 12:08
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Why the price run-up ?? Dividend is still far away,... another two weeks. .. and may not give 3 Cts too ! |
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sengsk
Elite |
14-Feb-2017 11:02
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Those who kept 10 years above by now all their shares are FOC.  
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bishan22
Supreme |
14-Feb-2017 10:53
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Keep some for dividend.... expect more than 3 cents.....
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sengsk
Elite |
14-Feb-2017 10:41
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OMG..... Break early than what I expect . NVM, bought some before..... TP = 0.75
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bishan22
Supreme |
14-Feb-2017 09:13
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Breaking 70............... |
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