UMS Holdings specializes in manufacturing high precision front-end semiconductor components and perform complex electromechanical assembly and final testing services. Included in their core business is the production of modular and integration systems for original semiconductor equipment manufacturers. Aside from semiconductor industry, they also cater to other industries including in electronic, machine tools, aerospace and oil & gas industries.
From the images below, revenue and overall profit increased for 3Q19 but decreased for the 9M19. Sharp increases in areas such as, finance expenses, depreciation expenses caused the results to be as such but I feel that these things can be reduced and should not be a worrying matter for investors. Overall revenue and profit for the period still went up which is the most important factor. There is also an increase in FCF, 37.7% y-o-y for the 9M19 and 44.8% for the 3Q19.
Current Ratio : 3.356
Quick Ratio : 1.431
Yield : ~3.55% ( Assuming same payout of $0.035 @ 0.985/share )
Dividend Payout : ~ 55.38% (From stockscafe)
NAV/Share : $0.4465/share
Personal Thoughts and Positions :
What I like about UMS Holdings is the healthy FCF. It is one of the first things I look for in a stock when I first look through the company’s financial statements. Current and Quick ratios both being above 1 is also important. I personally will soon take a position in this stock. I already missed the first short spike for this stock and I hope I don’t miss the second one!! Looking to enter around $0.97 – $1.
You can take a look at my portfolio updates to see my current positions !
As always, you can take a look at my portfolio updates to see my current positions! Also, use my referral code for an extended 3 months of premium access to StocksCafe! P.S. I’m running a telegram chat group for you guys to share and discuss investment-related topics so come on in! I’ll be there too! You can join the chat here: https://t.me/joinchat/D4iHeEVapnGC1lWcFEupVw
Are you new to the stock market and don’t know what you should do to avoid losing half your portfolio through bad picks? Or perhaps you are an experienced investor/trader looking for fantastic opportunities and picks in the market that you might have missed out on?
If so, look no further because I am running a Premium Subscription that offers services such as:
- Access to both my Singapore and US Tech Watchlist with Preferred Entry Prices
- Telegram Group Invitation Where I Share Market Updates and My Personal Views
- Monthly Tradable Opportunities with Trade Setups
- On-Demand In-Depth Fundamental and Technical Analysis on Any Stock of Your Choosing
For the ongoing promotional period (Nov 30th – Dec 31st), when you deposit (First Deposit) SGD 2,700 successfully into your account, you will be rewarded 1 Apple (AAPL) share worth around SGD 220 as well as an SGD40 Stock Cash Coupon Bundle. Stand a chance to win a brand new iPhone 13 (256GB ,~S$ 1,469), Airpods 3, $50 Grab vouchers as well as $40 Stock Cash Coupons during the Christmas limited time reward promotion that is ongoing between Dec 16th – Jan 1st.
If you have yet to sign up for a FUTU SG securities account with moomoo powered by FUTU you can use my referral link here. For opening an account, you will be given 180 days of unlimited commission-free trades across the US, HK, and SG markets (do not apply for Stock Options and Futures). You will also be given free real-time Level 2 US Market Data, Level 1 SG Market Data, and now Level 1 for China A shares too!