UMS

$UMS(558.SG)

Context: I bought UMS today as the stock looks oversold after its recent weakness. Wall Street’s chip stocks trading higher tonight, which could provide a tailwind for sentiment across the semiconductor sector.

My trade: Opened a position today, hoping the positive momentum on Wall Street carries through to UMS at tomorrow’s open.

Takeaway: Looking for a short-term rebound, but I’ll be watching whether the recovery has staying power.

$UMS(558.SG)

Post 1 Ep.25

Context: What caught my attention recently was UMS’s RM450 million capital raising exercise. With semiconductor demand strengthening and new customer programmes ramping up, the company is investing further in automation and manufacturing capacity across Penang, Singapore and Vietnam. More importantly, its first-half 2026 net profit grew 66%, suggesting that the expansion story is already beginning to translate into stronger earnings.

My trade: I increasingly see UMS as a capacity monetisation opportunity rather than simply another semiconductor equipment supplier. The additional funding gives it room to support growing customer demand, but the new shares also introduce dilution. For me, the important question is whether higher production volumes, better utilisation and improved operating leverage can more than compensate for that dilution.

Takeaway: Raising capital is easy compared with turning it into profitable growth. The next chapter for UMS isn’t just about building more factories — it’s about making every dollar invested in those factories work harder for shareholders. That’s the execution story I’ll be watching closely.

@Captain's Treasure

$UMS(558.SG)gg well played, broken trendline hopefully a new ATH in coming days/weeks

📌🇺🇸 my take is this : who name the price ? In real estates we always said : hey it is the buyers market now…😜

Good to see earnings hit, and the PCE report released yesterday. But.. we are just about 4-5 weeks away from mid-terms 👀

The Federal Reserve again plays with the interest rate of the market. Somehow ppl thought the Oct might not have to be worrying the rate hike

The market was a pump in progress then dumped later near ending hours. I would be expecting big moves incoming in both directions but unsure of the trends since when market breath so low normally can expect quick upside rebound but this time it has not yet happened in a fast and furious manner so I think confidence in the market has decreased.

First impression that is a good set of results and a very decent guidance. By any PE ratio standards, the share price is trading at very reasonable valuations. The million dollar qn as usual is how long this can last.

As mentioned yesterday, i wouldnt read too much into the guidance. And the fact that the stock falls flat, seems like there is no clear indication as to how stocks will react.

With this PCE cooler, i guess we can only see a hike in December.

Last session I skipped but later session will catch a bit