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.

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.itiger.com/hant/news/2660074151"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2660074151\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2660074151?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-17 14:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2660074151","market":"sh","top_or_hot":-1,"title":"UMS Integration Could Benefit from AI Capex Cycle","media":"Dow Jones","content":"<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. 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: 12.5px; color: #7E829C; margin: 0;}\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<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2026-08-17 14:42</p>\n</div>\n</div>\n</h4>\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. Shares are 2.9% higher at S$2.80.</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ARTY","symbol_name":"ISHARES FUTURE AI & TECH ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2660074151","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2660074151","pubTimestamp":1786948920,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"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.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"ARTY":"ISHARES FUTURE AI & TECH ETF","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","QTOC":"Innovator Growth Accelerated Plus ETF - October","BK6063":"半导体设备","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","AGIX":"通用人工智能 ETF-AGIX","BK6515":"技术设备股","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","VTHR":"Vanguard Russell 3000 ETF","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","AIPO":"Defiance AI and Power Infrastructure ETF","558.SI":"UMS控股","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF"},"translate_title":"UMS 集成可以受益于人工智能资本支出周期","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHAT":1.5,"VTHR":1.5,"AIPO":1.5,"ARTY":1.5,"AGIX":1.5,"QTOC":1.5,"558.SI":1.5},"content_text":"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.","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"}}}