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cannot move too... market overall weak
Trainner ( Date: 03-Mar-2026 13:51) Posted:
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Report Summary
- Frencken&rsquo s FY25 revenue and earnings slightly exceeded expectations, supported by recovering semiconductor demand and resilient medical and industrial automation segments.
- Semiconductor, accounting for nearly half of total revenue, saw strong growth, while medical and industrial automation also improved analytical life sciences and automotive segments were softer.
- Outlook remains positive for FY26, with semiconductor activity expected to strengthen in 2H26, and automotive radar antenna solutions poised for growth as ADAS demand accelerates.
- 1H26 revenue is expected to remain flat, but net profit should improve due to growth in Asian Mechatronics operations and margin optimisation initiatives.
- The target price is raised to SGD2.50, reflecting optimism in key segments and a valuation that still offers a discount to global peers DBS maintains a BUY rating on Frencken.
Above is an excerpt from a report by DBS. Clients of DBS can be the first to access the full report from the DBS website : https://www.dbs.com.sg
Trainner ( Date: 03-Mar-2026 13:50) Posted:
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Sharelad ( Date: 03-Mar-2026 13:39) Posted:
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can you share the report ?
Sharelad ( Date: 03-Mar-2026 13:39) Posted:
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Yes, released today
today report ?
Sharelad ( Date: 03-Mar-2026 13:33) Posted:
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DBS up target price $2.50
Sharelad ( Date: 03-Mar-2026 13:27) Posted:
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With higher target price for UMS, expecting more to follow for Frencken too with latest both ASML and AMAT new products upcoming.
Who gave this projection?
wehuattogether88 ( Date: 03-Mar-2026 11:39) Posted:
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For reference only:
2025: Results In Line Expect Better Earnings yoy For 1H26
Highlights:
Frencken reported 2025 earnings of S$39m (+5% yoy) that were in line with
our estimate.
2025 revenue grew 9% yoy, driven by growth in semiconductor, medical and
industrial automation. Life science and automotive declined.
1H26 revenue outlook is likely to be flat hoh, but earnings are expected to be
higher hoh. Maintain BUY with a 29% higher target price of S$2.33.
2025: Results In Line Expect Better Earnings yoy For 1H26
Highlights:
Frencken reported 2025 earnings of S$39m (+5% yoy) that were in line with
our estimate.
2025 revenue grew 9% yoy, driven by growth in semiconductor, medical and
industrial automation. Life science and automotive declined.
1H26 revenue outlook is likely to be flat hoh, but earnings are expected to be
higher hoh. Maintain BUY with a 29% higher target price of S$2.33.
Too bad..... good result announcement was overshadowed by the Iran' s war......
Let' s see tomorrow.
Let' s see tomorrow.
chance to load up
Frencken did not " Chiong" per expectation with good result announcement, it is affected by the war in Middle East. When things settled down, it should continue its growth trajectory.
heading to 2.10 now... hopefully will see 2.20 today
Frencken slowly roaring back up from low of 1.93 to current 2.04 as of now
didnt chiong so fast as AEM. Let' s see if afternoon can chiong.
Frencken should do well when market open today.
the result just announced last Friday and very much better than AEM at per share basis.
the result just announced last Friday and very much better than AEM at per share basis.
Joelton ( Date: 28-Feb-2026 13:21) Posted:
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Frencken H2 profit rises 1.1% to S$19.2 million on higher mechatronics revenue
Revenue for the period is up 2.9% year on year at S$433.7 million
[SINGAPORE] High-tech manufacturer Frencken on Friday (Feb 27) reported a 1.1 per cent increase in net profit to S$19.2 million for the second half ended Dec 31, 2025, from S$19 million in the previous corresponding period.
Revenue for the period rose 2.9 per cent to S$433.7 million, from S$421.6 million previously.
The increase was driven by higher revenue from the group&rsquo s key mechatronics division, as well as its advanced plastics solutions (APS) division, formerly known as IMS.
Revenue for the mechatronics division rose 2.7 per cent to S$389.1 million in H2 FY2025, lifted by growth in the industrial automation, medical, and semiconductor segments.
Specifically, the industrial automation segment saw a 75.8 per cent jump in revenue to S$26.3 million for the half-year, while the medical segment grew 7.2 per cent to S$65.4 million. The semiconductor segment, which accounts for the bulk of the group&rsquo s revenue, inched up 1.1 per cent to S$211 million.
These gains helped offset a 12.4 per cent decline in the analytical life sciences segment to S$79.3 million.
Revenue for the APS division increased 2.8 per cent to S$42.5 million in H2 FY2025, compared with S$41.4 million previously. Sales to automotive customers rose 3.2 per cent to S$31 million, while the consumer and industrial electronics segment grew 2.3 per cent to S$8.6 million.
For the full year, Frencken&rsquo s net profit rose 5.4 per cent to S$39.1 million, while revenue climbed 8.9 per cent to S$865.1 million.
The group has proposed a first and final tax-exempt dividend of S$0.0275 per share for FY2025, up from S$0.0261 in the year-ago period.
Looking ahead, the group maintained a &ldquo cautiously positive&rdquo outlook.
&ldquo The semiconductor segment shall remain a key business driver for the Group in FY2026,&rdquo Frencken said.
It noted that while its mechatronics operations in Asia will continue to ride on the current business upturn, its Europe operations anticipate order flow from a key semiconductor customer to pick up from the latter half of 2026.
The group expects revenue for the first half of 2026 to stay &ldquo largely unchanged&rdquo compared to H1 FY2025, though it anticipates higher net profit for the same period, barring unforeseen circumstances.
Earning and div per share are ~2x of AEM....... theoretically, the price should be also 2x of AEM
😁 😁 😁 😁 😁 😁
😁 😁 😁 😁 😁 😁
melody88 ( Date: 27-Feb-2026 20:13) Posted:
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Yeah.... with dividend 2.75 cents. Let' s see Monday whether it will Chiong like AEM...