$UMS(558.SG$
https://www.zaobao.com.sg/finance/singapore/story20220527-1276762
UMS控股(UMS Holdings)
建议:买入
目标价:1.45元
闭市价:1.14元(无起落)
今年集团第一季营收为8470万元,同比增长70.8%;净利为1940万元,同比增加26%。业绩增长主要得益于市场对半导体的需求强劲,以及去年并购的子公司JEP的营收。其中,半导体营收同比增长57%至7330万元,航空航天和其他业务为1140万元。
集团拥有净现金达4700万元。其中,营运现金流为2470万元,自由现金流为1870万新元。公司将派发每股1分股息。
此外,马来西亚的新工厂将于今年第三季竣工,预计第四季全面投产。(大华继显研究)
https://www.zaobao.com.sg/finance/singapore/story20220527-1276762
UMS控股(UMS Holdings)
建议:买入
目标价:1.45元
闭市价:1.14元(无起落)
今年集团第一季营收为8470万元,同比增长70.8%;净利为1940万元,同比增加26%。业绩增长主要得益于市场对半导体的需求强劲,以及去年并购的子公司JEP的营收。其中,半导体营收同比增长57%至7330万元,航空航天和其他业务为1140万元。
集团拥有净现金达4700万元。其中,营运现金流为2470万元,自由现金流为1870万新元。公司将派发每股1分股息。
此外,马来西亚的新工厂将于今年第三季竣工,预计第四季全面投产。(大华继显研究)
2
$MarcoPolo Marine(5LY.SG$
Marco Baltic Industries
(Marco Polo Marine)
Suggestion: Buy
Target price: 0.038 yuan
Closing price: 0.029 yuan (no rise or fall)
Fiscal year 2021 was a very strong year, as the Group's fleet utilization rate was better than expected and the shipbuilding business improved. We like Marco Baltic's lean operating structure after the restructuring, and believe the company will benefit from active operating leverage.
Marco Baltic's efforts to diversify its business have also paid off. The group has successfully entered the renewable energy sector and is increasingly less dependent on oil and gas. Currently, Marco Baltic's two OSV charters are supporting wind farm development projects offshore in the Asia-Pacific region. After diversifying its business, the Group's ships have found new uses. This is a great opportunity for the group's fleet, especially in the face of the growing offshore wind energy industry in Asia.
In view of this, we continued to give the stock a “buy” rating and raised the target price slightly to 0.038 yuan.
(Dahua Jixian)
Marco Baltic Industries
(Marco Polo Marine)
Suggestion: Buy
Target price: 0.038 yuan
Closing price: 0.029 yuan (no rise or fall)
Fiscal year 2021 was a very strong year, as the Group's fleet utilization rate was better than expected and the shipbuilding business improved. We like Marco Baltic's lean operating structure after the restructuring, and believe the company will benefit from active operating leverage.
Marco Baltic's efforts to diversify its business have also paid off. The group has successfully entered the renewable energy sector and is increasingly less dependent on oil and gas. Currently, Marco Baltic's two OSV charters are supporting wind farm development projects offshore in the Asia-Pacific region. After diversifying its business, the Group's ships have found new uses. This is a great opportunity for the group's fleet, especially in the face of the growing offshore wind energy industry in Asia.
In view of this, we continued to give the stock a “buy” rating and raised the target price slightly to 0.038 yuan.
(Dahua Jixian)
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$UMS(558.SG$ what happen?
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