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$UMS(558.SG)UMS rebounded around 3.3% today, a welcome recovery after the recent semiconductor selloff. While the share …

$UMS(558.SG)

UMS rebounded around 3.3% today, a welcome recovery after the recent semiconductor selloff. While the share price is still well below my cost price, this kind of sharp move is exactly why I allocated a portion of my portfolio to the sector. I probably entered too early, but with AI-driven semiconductor demand still a longer-term theme, I’d rather maintain exposure and accept the volatility than risk missing the eventual recovery.

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