Frencken Group

DBS, Maybank and CGSI downgrade their TPs on Frencken Group amid slower recovery - THE EDGE SINGAPORE

Broker's Calls

DBS, Maybank and CGSI downgrade their TPs on Frencken Group amid slower recovery

This comes following Frencken’s business update for 3QFY2024, ended Sept 30, on Nov 19.

Results

Frencken Group reports earnings of $9.2 mil for 3QFY2024, up 29.3% y-o-y

For the same period, the group reported a 7.7% y-o-y increase in revenue at $198.6 million.

Broker's Calls

CGSI lowers Frencken’s TP to $1.55 on slow semicon recovery

CGSI's Tng sees that order recovery among Frencken’s semicon customers, while slow, is intact, which could lead to a resumption of core EPS growth in FY2025 to FY2026.

Broker's Calls

Venture Corp and Frencken are DBS’s downstream picks; both look set to benefit from AI wave and recovery of end demand

DBS has “buy” calls on both companies with a TP of $1.77 for Frencken and a TP of $16.40 for Venture.

Broker's Calls

Maybank and UOBKH keep ‘buy’ on Frencken, semiconductor recovery to arrive within 2HFY2025

Maybank Securities and UOB Kay Hian have both kept 'buy' on Frencken, at a lowered target price of $1.54 and an unchanged target price of $1.74 respectively.
UOBKH upgrades call on tech manufacturers to 'overweight', but remains selective on stock picks - THE EDGE SINGAPORE

Broker's Calls

UOBKH upgrades call on tech manufacturers to 'overweight', but remains selective on stock picks

Two-thirds of the tech manufacturing stocks reported weaker-than-expected 1H2024 earnings; Frencken and Venture named top picks.

Broker's Calls

RHB trims earnings estimates and lowers target price for Frencken, but remains positive on eventual recovery

Analyst Alfie Yeo trims his target price to $1.71, but keeps his “buy” call as overall demand gradually improves.

Broker's Calls

Analysts keep ‘buy’ on Frencken, optimistic on better 2HFY2024

Frencken's 1HFY2024 earnings of $18 million were in-line with UOB's and Maybank's expectations, but slightly below DBS's.
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