semiconductor industry

THE-EDGE-SINGAPORE-3 tech stocks to cash in on and 2 to sell as Covid-19 outbreak drags on: Maybank

Broker's Calls

3 tech stocks to cash in on and 2 to sell as Covid-19 outbreak drags on: Maybank

Maybank analyst Lai Gene Lih identifies AEM Holdings to be the brokerage’s top tech sector pick, while remaining positive on UMS Holdings and Valuetronics. In contrast, the brokerage has downgraded Venture Corp and Hi-P International to "sell".

SGX Research Series: 10 in 10

UMS diversifies into aerospace, water and metals amid volatility in semiconductor industry

"As our key clients are major global semiconductor equipment manufacturers, we believe that we are poised to gain from the technology revolution."

Investing ideas

UMS Holdings gets buys all around as analysts expect a strong semiconductor industry recovery

“Our thesis that UMS is a beneficiary of the upswing in semiconductor capex, which is still in the early stages, appears playing out,” says Maybank Kim Eng analyst Lai Gene Lih.

Broker's Calls

UMS has 'room for upside' on semiconductor recovery, says Maybank Kim Eng

At the centre of the bullish sentiment on UMS is its “entrenched relationship” with its key customer, Applied Materials.
Industry rides upcycle as global demand returns, Singapore semicon plays rise on earnings recovery - THE EDGE SINGAPORE

Semiconductor

Industry rides upcycle as global demand returns, Singapore semicon plays rise on earnings recovery

Singapore’s worsening manufacturing sector was a cause for concern as the country’s economy slowed

Broker's Calls

Maybank starts UMS Holdings on 'buy' amid industry upturn, diversification strategy

Looking ahead, AMAT’s contributions are unlikely to wane anytime soon, as the brokerage projects FY19-21E earnings compounded annual growth rate (CAGR) of 28% for UMS, driven by its key customer’s sustained spending in logic and foundry segments, as w

Investing ideas

AEM started at 'buy' by DBS as demand for new technology picks up

SINGAPORE (Nov 29): Precision engineering services firm AEM Holdings is flying high. Year-to-date, its share price has more than doubled to close at $1.71 on Nov 28, climbing from 82.5 cents at the start of the year.
UMS Holdings rides semiconductor upturn; investment in JEP delivers sliver of returns - THE EDGE SINGAPORE

M&A

UMS Holdings rides semiconductor upturn; investment in JEP delivers sliver of returns

SINGAPORE (Dec 2): UMS Holdings, along with the numerous Singapore-based companies in the semiconductor supply chain, is poised.

Singapore economy

Micron and Singapore hold hands to ride the cycles

SINGAPORE (Aug 19): Micron Technology’s official opening of its expanded facility in Singapore comes right when the prospects of a technical recession has increased. For the city state, the price of hosting the US semiconductor giant is to widen the exp
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