UMS Integration Could Benefit from AI Capex Cycle

Dow Jones

08/17

0642 GMT - UMS Integration could benefit from the artificial-intelligence capital expenditure cycle, as its new and existing customers have robust demand for next 2-3 years, Maybank Research's Jarick Seet says in a research report. In 2025, the high-precision components manufacturer's new customer contributed 35 million Singapore dollars of revenue, says the analyst who expects this contribution to double in 2026. This is expected to persist into 2H as major clients have projected strong demand in 2026 and 2027. Maybank Research lifts its 2026 and 2027 earnings forecasts for UMS Integration by 7.6% and 6.8%, respectively. It raises the stock's target price to S$3.43 from S$3.21 with unchanged buy rating. Shares are 2.9% higher at S$2.80.

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In 2025, the high-precision components manufacturer's new customer contributed 35 million Singapore dollars of revenue, says the analyst who expects this contribution to double in 2026. This is expected to persist into 2H as major clients have projected strong demand in 2026 and 2027. Maybank Research lifts its 2026 and 2027 earnings forecasts for UMS Integration by 7.6% and 6.8%, respectively. It raises the stock's target price to S$3.43 from S$3.21 with unchanged buy rating. Shares are 2.9% higher at S$2.80.</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UMS Integration Could Benefit from AI Capex Cycle</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUMS Integration Could Benefit from AI Capex Cycle\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-08-17 14:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>0642 GMT - UMS Integration could benefit from the artificial-intelligence capital expenditure cycle, as its new and existing customers have robust demand for next 2-3 years, Maybank Research's Jarick Seet says in a research report. In 2025, the high-precision components manufacturer's new customer contributed 35 million Singapore dollars of revenue, says the analyst who expects this contribution to double in 2026. This is expected to persist into 2H as major clients have projected strong demand in 2026 and 2027. Maybank Research lifts its 2026 and 2027 earnings forecasts for UMS Integration by 7.6% and 6.8%, respectively. It raises the stock's target price to S$3.43 from S$3.21 with unchanged buy rating. 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In 2025, the high-precision components manufacturer's new customer contributed 35 million Singapore dollars of revenue, says the analyst who expects this contribution to double in 2026. This is expected to persist into 2H as major clients have projected strong demand in 2026 and 2027. Maybank Research lifts its 2026 and 2027 earnings forecasts for UMS Integration by 7.6% and 6.8%, respectively. It raises the stock's target price to S$3.43 from S$3.21 with unchanged buy rating. Shares are 2.9% higher at S$2.80.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}