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KGI sees further upside for UMS Holdings on semiconductor prospects

Atiqah Mokhtar
Atiqah Mokhtar • 2 min read
KGI sees further upside for UMS Holdings on semiconductor prospects
KGI is maintaining ‘outperform’ on UMS with higherTP of $1.40 from $1.22 previously.
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KGI Securities Research has maintained its ‘outperform’ on UMS Holdings with a higher target price of $1.43 from $1.22 previously following its 4Q2020 results ended December 2020.

The higher target price is underpinned by a slightly higher P/E of 15 times, on better than expected associate contributions, improved margins, and further clarity on UMS’s expansion initiatives.

USM’ 4Q2020 sales were up 9% y-o-y at $44.1 million, bringing FY2020 sales up 24.6% y-o-y at $164.4 million. Gross margins were up 40 basis points y-o-y to 53.3%.

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