UMS Holdings

Semiconductor

Applied Materials forecast spurs concern about chip spending

'AI is the big driver for the entire industry'

Broker's Calls

Analysts upgrade UMS to ‘hold’ with higher TPs despite disappointing 3QFY2024 results

Analysts from Maybank Securities and UOB Kay Hian have new target prices of $1.03 and 95 cents respectively.

Results

UMS reports 32% y-o-y decline in 3QFY2024 earnings to $10.4 mil

UMS maintains its interim dividend of 1 cent for 3QFY2024, bringing its total dividend payout to shareholders to 3.2 cents for the 9M2024.
RHB anticipates FY2025 recovery for UMS in-line with semiconductor revival - THE EDGE SINGAPORE

Broker's Calls

RHB anticipates FY2025 recovery for UMS in line with semiconductor revival

Currently, UMS stock trades at around 18 times FY2024 price-to-equity ratio (P/E) based on Bloomberg estimates, with an around 5.5% dividend yield.

Insider moves

UMS founder and CEO Andy Luong acquires 600,000 shares from the market for $589,500

Shares in UMS closed 0.5 cents higher or 0.5% up at $1 on Sept 13.

Global Economy

Briefs: ThaiBev share swap values FPL at $1.89 per FPL share; Allianz offers $40.58 per Income share

In other news, UMS is eyeing a secondary listing in Malaysia; former Fed official Kaplan sees rate cuts likely in September.

IPO

UMS Holdings intends to seek secondary listing on Malaysia's stock exchange

Malaysia has touted for foreign investors to diversify chip supply chains in the nation. UMS has not made an application yet.
UMS acquires land parcel in Penang for expansion  - THE EDGE SINGAPORE

Semiconductor

UMS acquires land parcel in Penang for expansion

UMS acquires parcel of land in Penang for $4.5 million near new factory.
Semiconductor cycle: Going up or down? - THE EDGE SINGAPORE

Semiconductor

Semiconductor cycle: Going up or down?

The AI theme has taken global stock markets by storm, but for locally listed semiconductor stocks, things are still fuzzy for now.
Hunting for value in semiconductor stocks - THE EDGE SINGAPORE

Semiconductor

Hunting for value in semiconductor stocks

We think Nvidia is currently slightly overvalued — or fairly valued at best.
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