UMS Integration will be traded from 9 am on Friday, August 1st, 2025.

No NEW shares will be issued, hence, 'there will be no new equities raised', current nav will be maintained,......

https://links.sgx.com/1.0.0/corporate-annou...y%20Listing.pdf

Time to raise bets on Malaysia semiconductor stocks on expected ‘market-friendly’ trade deal: UOBKH


Maybank has also predicted that the country could shine in the next phase of global trade

[SINGAPORE] Malaysian stocks could score near-term wins as the US’ “softening stance” on tariffs is expected to bring about market-friendly trade deals between the two countries, said UOB Kay Hian (UOBKH).

In a Wednesday (Jul 2) report, the brokerage said it was time to raise bets on Malaysia on expectations of favourable trade deals with the US.

“In anticipation of market-friendly US trade deals being struck and Malaysia retaining its onshoring destination status, our July 2025 picks raise the bet on semiconductor-related stocks, while still maintaining our emphasis on domestic infrastructure plays,” said UOB analysts.

Maybank on Jul 1 also predicted that Malaysia could shine in the next phase of global trade, with US tariffs on the country likely to stay at a lower band relative to other nations.

UOB’s top picks for July 2025 include engineering solutions provider Coraza, pharmaceutical company Duopharma Biotech, property player Eco World Development, Gamuda, Hume Cement Industries, semiconductor services provider IJM and digital services provider Zetrix AI (formerly MY EG Services) – all of which were assigned a “buy” rating.
Semiconductor-related stocks to succeed in short-run

A “softening stance” on the US’ tariff demands should culminate in market-friendly US-Malaysia trade deals, UOBKH analysts said.

“This expectation, together with strong anecdotal evidence of Malaysian electrical and electronics companies significantly clinching orders and order enquiries since the US’ 90-day tariff pause in April, should trigger further near-term upside, especially for semiconductor-related stocks,” UOBKH analysts said.

These semiconductor-related players should get near-term wins before potential profit taking, ahead of forex-related challenges in the upcoming quarterly results season in June and July, they added.

One new addition to the brokerage’s list of top picks, semiconductor-related laggard Coraza, has logged consistent year-on-year revenue improvements over the past four quarters, said UOBKH analyst Desmond Chong.

He highlighted the company’s “solid” order momentum, as its current outstanding order book is at RM80 million (S$24.1 million) – 10 per cent above the previous quarter’s quantum, with the bulk of orders coming from the semiconductor industry.

The company is investing in higher and more sophisticated equipment to cater to the needs of its customers, Chong said. Upgrades for a newly acquired plant opposite its existing Nibong Tebal plant are on track, while another new factory adjacent to the plant is set to become operational in the fourth quarter of 2025.

Coraza’s target price was RM0.66.

Inari, a company involved in semiconductor assembly, is another new addition to UOBKH’s top picks.

The brokerage lifted its target price to RM2.36 from RM1.90.

While the group’s share price has dropped 34 per cent in the year to date, Chong noted that its radio frequency segment sustained a “relatively healthy” utilisation rate of 65 to 70 per cent.

Inari is poised to commercialise new product pipelines in the upcoming quarters, with its 2025 growth to be driven largely by its flagship radio frequency business.

The group has also made recent forays into advanced packaging platforms such as flip-chip chip-scale packages and flip-chip ball grid arrays, Chong said.

“These technologies offer ultra-high performance, high-memory bandwidth, and heterogeneous integration capabilities to cater to the increasing demand for cutting-edge semiconductor solutions in artificial intelligence, server, networking, smart devices and industrial applications,” he added.


Link : https://www.businesstimes.com.sg/companies-...rade-deal-uobkh

this UMS is backing on Malaysian people & funds to get higher valuation...

Singaporean have easy access to world markets. So they don't look at all these. Got better listed companies in different countries.

normally Msia go SG to look for more money, but funny this UMS come to Msia pulak

Singaporean favourites are S-reits, Banks, or top-up CPF, they don't look at tech stocks. Malaysian, on the other hand, always goreng tech stocks

SG Fund Mgrs with branches in Msia aiming for this secondary listing now,...

They buying up the shares offered in Bursa Malaysia???

Hi bro,...

Yeah,... quite a big number believed in closing the valuation gap of UMS Integration, similar to Msia's tech shares valuation. But I too heard,.......... some are not keen for their own personal reasons.

I don't think the personal reasons are prudent reasons to not make money for their clients. The FMs will turn around,.........

Bros,.. there is no IPO for UMS Interation here because there are NO new shares issued. Thi sis important because we don't want too many of shares floated, which will dilute the value.

In this year's AGM held back in April 2025, the CEO said he will personally take responsibility to 'offer' his shares to the Malaysian investors, in order to have NO dilution,... and NO reduction in the nav, and NO reduction in the dividend to be paid out.

UMS Integration pays out dividend 4 TIMES A YEAR !

4x dividend is one of the selling point 👍

Trading starts on Friday, August 1st….