UMS Integration Likely a Long-Term Beneficiary of Chip Sector's Growth -- Market Talk

Dow Jones

Nov 12

0241 GMT - UMS Integration is likely a long-term beneficiary of the semiconductor sector's growth, RHB Research's Alfie Yeo says in a note. Also, its growth in the short to medium term should be driven by an increase in semiconductor equipment spending, ramp-up in new customer orders and margin expansion, the analyst says. Moreover, the precision engineering group's sales to a new customer are largely components that are higher-margin in nature. Hence, RHB Research expects the company's gross margins to increase as orders from its new customer ramp up progressively. RHB slightly raises the stock's target price to S$1.86 from S$1.85 with an unchanged buy rating. Shares are 0.7% higher at S$1.45. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

November 11, 2025 21:41 ET (02:41 GMT)

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Also, its growth in the short to medium term should be driven by an increase in semiconductor equipment spending, ramp-up in new customer orders and margin expansion, the analyst says. Moreover, the precision engineering group's sales to a new customer are largely components that are higher-margin in nature. Hence, RHB Research expects the company's gross margins to increase as orders from its new customer ramp up progressively. RHB slightly raises the stock's target price to S$1.86 from S$1.85 with an unchanged buy rating. Shares are 0.7% higher at S$1.45. 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Also, its growth in the short to medium term should be driven by an increase in semiconductor equipment spending, ramp-up in new customer orders and margin expansion, the analyst says. Moreover, the precision engineering group's sales to a new customer are largely components that are higher-margin in nature. Hence, RHB Research expects the company's gross margins to increase as orders from its new customer ramp up progressively. RHB slightly raises the stock's target price to S$1.86 from S$1.85 with an unchanged buy rating. Shares are 0.7% higher at S$1.45. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 11, 2025 21:41 ET (02:41 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999004360.SGD","symbol_name":"Nikko AM Shenton Thrift Fund SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2582331036","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2582331036","pubTimestamp":1762915260,"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":"0241 GMT - UMS Integration is likely a long-term beneficiary of the semiconductor sector's growth, RHB Research's Alfie Yeo says in a note. Also, its growth in the short to medium term should be driven by an increase in semiconductor equipment spending, ramp-up in new customer orders and margin expansion, the analyst says. Moreover, the precision engineering group's sales to a new customer are largely components that are higher-margin in nature. Hence, RHB Research expects the company's gross margins to increase as orders from its new customer ramp up progressively. RHB slightly raises the stock's target price to S$1.86 from S$1.85 with an unchanged buy rating. Shares are 0.7% higher at S$1.45. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","558.SI":"UMS控股","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","BK6063":"半导体设备","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","BK6515":"技术设备股","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC"},"translate_title":"UMS整合可能是芯片行业增长的长期受益者——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"558.SI":1.5},"content_text":"0241 GMT - UMS Integration is likely a long-term beneficiary of the semiconductor sector's growth, RHB Research's Alfie Yeo says in a note. Also, its growth in the short to medium term should be driven by an increase in semiconductor equipment spending, ramp-up in new customer orders and margin expansion, the analyst says. Moreover, the precision engineering group's sales to a new customer are largely components that are higher-margin in nature. Hence, RHB Research expects the company's gross margins to increase as orders from its new customer ramp up progressively. RHB slightly raises the stock's target price to S$1.86 from S$1.85 with an unchanged buy rating. Shares are 0.7% higher at S$1.45. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 11, 2025 21:41 ET (02:41 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}