View ValuationUMS Integration 将来の成長Future 基準チェック /46UMS Integration利益と収益がそれぞれ年間25.7%と16.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.3% 27%なると予測されています。主要情報25.7%収益成長率27.05%EPS成長率Semiconductor 収益成長27.2%収益成長率16.3%将来の株主資本利益率17.29%アナリストカバレッジGood最終更新日19 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesValuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM8.40, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 33x in the Semiconductor industry in Malaysia.Upcoming Dividend • Apr 30Upcoming dividend of S$0.02 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 22 May 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.3%. Lower than top quartile of Malaysian dividend payers (5.5%). Higher than average of industry peers (1.2%).New Risk • Apr 22New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 107% Dividend per share is over 42x cash flows per share. Dividend yield: 2.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM6.15, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 29x in the Semiconductor industry in Malaysia.Reported Earnings • Apr 17Full year 2025 earnings released: EPS: S$0.059 (vs S$0.057 in FY 2024)Full year 2025 results: EPS: S$0.059 (up from S$0.057 in FY 2024). Revenue: S$251.1m (up 3.7% from FY 2024). Net income: S$41.6m (up 2.4% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Malaysia.お知らせ • Apr 14UMS Integration Limited, Annual General Meeting, Apr 30, 2026UMS Integration Limited, Annual General Meeting, Apr 30, 2026, at 10:00 Singapore Standard Time. Location: 16 seletar aerospace crescent, 797567, Singaporeお知らせ • Mar 03UMS Integration Limited (SGX:558) acquired remaining 30% stake in Starke Singapore Pte Ltd. from Luah Kian Tiong and Yue Chee San for SGD 8.2 million.UMS Integration Limited (SGX:558) acquired remaining 30% stake in Starke Singapore Pte Ltd. from Luah Kian Tiong and Yue Chee San for SGD 8.2 million on March 2, 2026. A cash consideration of SGD 8.22 million will be paid by UMS Integration Limited. The Acquisition will be funded by the Group’s internal resources and/or external bank borrowings. In connection with the Acquisition, the Parties have agreed that Luah Kian Tiong shall cease to be the managing director of Starke with effect from February 28, 2026. Following completion of the Acquisition, Starke would become a wholly owned subsidiary of UMS Integration Limited. Xie Xingbei Pearlyn and Gwendolyn Gn of Shook Lin & Bok LLP acted as legal advisor for UMS Integration Limited. UMS Integration Limited (SGX:558) completed the acquisition of remaining 30% stake in Starke Singapore Pte Ltd. from Luah Kian Tiong and Yue Chee San on March 2, 2026.Reported Earnings • Mar 03Full year 2025 earnings released: EPS: S$0.059 (vs S$0.046 in FY 2024)Full year 2025 results: EPS: S$0.059 (up from S$0.046 in FY 2024). Revenue: S$251.1m (up 3.7% from FY 2024). Net income: S$41.6m (up 2.4% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Malaysia.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to RM3.56, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Semiconductor industry in Malaysia.Upcoming Dividend • Nov 24Upcoming dividend of S$0.01 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 17 December 2025. Payout ratio is on the higher end at 85% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of Malaysian dividend payers (5.5%). Higher than average of industry peers (1.5%).Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: S$0.015 (vs S$0.015 in 3Q 2024)Third quarter 2025 results: EPS: S$0.015 (in line with 3Q 2024). Revenue: S$59.3m (down 8.8% from 3Q 2024). Net income: S$10.5m (flat on 3Q 2024). Profit margin: 18% (up from 16% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Malaysia.New Risk • Oct 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (221% cash payout ratio). Share price has been volatile over the past 3 months (8.4% average weekly change). Significant insider selling over the past 3 months (RM143m sold).Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 29%After last week's 29% share price gain to RM5.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 32x in the Semiconductor industry in Malaysia.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: S$0.014 (vs S$0.013 in 2Q 2024)Second quarter 2025 results: EPS: S$0.014 (up from S$0.013 in 2Q 2024). Revenue: S$67.3m (up 20% from 2Q 2024). Net income: S$10.3m (up 10% from 2Q 2024). Profit margin: 15% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Malaysia.業績と収益の成長予測KLSE:UMSINT - アナリストの将来予測と過去の財務データ ( )SGD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028411946394512/31/2027357779080612/31/2026300581029463/31/202626346-823N/A12/31/202525142140N/A9/30/202525142-342N/A6/30/2025257421656N/A3/31/2025246412057N/A12/31/2024242412255N/A9/30/2024248453061N/A6/30/2024255501649N/A3/31/2024273523669N/A12/31/2023300605080N/A9/30/2023327603982N/A6/30/2023356884296N/A3/31/2023368963788N/A12/31/2022372983992N/A9/30/2022359884480N/A6/30/2022326606079N/A3/31/2022306576075N/A12/31/2021271535666N/A9/30/2021228495269N/A6/30/2021206465165N/A3/31/2021179415163N/A12/31/2020164364556N/A9/30/2020161444749N/A6/30/2020149414546N/A3/31/2020138374951N/A12/31/201913234N/A54N/A9/30/201911734N/A49N/A6/30/201911432N/A46N/A3/31/201911939N/A35N/A12/31/201812843N/A38N/A9/30/201814149N/A37N/A6/30/201815155N/A39N/A3/31/201815852N/A47N/A12/31/201716252N/A40N/A9/30/201715842N/A42N/A6/30/201714535N/A43N/A3/31/201712630N/A36N/A12/31/201610423N/A34N/A9/30/20169227N/A33N/A6/30/20169728N/A28N/A3/31/201610430N/A35N/A12/31/201511134N/A36N/A9/30/201511128N/A34N/A6/30/201510525N/A37N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: UMSINTの予測収益成長率 (年間25.7% ) は 貯蓄率 ( 3.8% ) を上回っています。収益対市場: UMSINTの収益 ( 25.7% ) はMY市場 ( 10.4% ) よりも速いペースで成長すると予測されています。高成長収益: UMSINTの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: UMSINTの収益 ( 16.3% ) MY市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: UMSINTの収益 ( 16.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: UMSINTの 自己資本利益率 は、3年後には低くなると予測されています ( 17.3 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 11:44終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋UMS Integration Limited 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Swati ChopraBofA Global ResearchBoon Chong TngCGS InternationalLee Keng LingDBS Bank Ltd7 その他のアナリストを表示
Valuation Update With 7 Day Price Move • May 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM8.40, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 33x in the Semiconductor industry in Malaysia.
Upcoming Dividend • Apr 30Upcoming dividend of S$0.02 per shareEligible shareholders must have bought the stock before 07 May 2026. Payment date: 22 May 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.3%. Lower than top quartile of Malaysian dividend payers (5.5%). Higher than average of industry peers (1.2%).
New Risk • Apr 22New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 107% Dividend per share is over 42x cash flows per share. Dividend yield: 2.5% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improves as stock rises 18%After last week's 18% share price gain to RM6.15, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 29x in the Semiconductor industry in Malaysia.
Reported Earnings • Apr 17Full year 2025 earnings released: EPS: S$0.059 (vs S$0.057 in FY 2024)Full year 2025 results: EPS: S$0.059 (up from S$0.057 in FY 2024). Revenue: S$251.1m (up 3.7% from FY 2024). Net income: S$41.6m (up 2.4% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Malaysia.
お知らせ • Apr 14UMS Integration Limited, Annual General Meeting, Apr 30, 2026UMS Integration Limited, Annual General Meeting, Apr 30, 2026, at 10:00 Singapore Standard Time. Location: 16 seletar aerospace crescent, 797567, Singapore
お知らせ • Mar 03UMS Integration Limited (SGX:558) acquired remaining 30% stake in Starke Singapore Pte Ltd. from Luah Kian Tiong and Yue Chee San for SGD 8.2 million.UMS Integration Limited (SGX:558) acquired remaining 30% stake in Starke Singapore Pte Ltd. from Luah Kian Tiong and Yue Chee San for SGD 8.2 million on March 2, 2026. A cash consideration of SGD 8.22 million will be paid by UMS Integration Limited. The Acquisition will be funded by the Group’s internal resources and/or external bank borrowings. In connection with the Acquisition, the Parties have agreed that Luah Kian Tiong shall cease to be the managing director of Starke with effect from February 28, 2026. Following completion of the Acquisition, Starke would become a wholly owned subsidiary of UMS Integration Limited. Xie Xingbei Pearlyn and Gwendolyn Gn of Shook Lin & Bok LLP acted as legal advisor for UMS Integration Limited. UMS Integration Limited (SGX:558) completed the acquisition of remaining 30% stake in Starke Singapore Pte Ltd. from Luah Kian Tiong and Yue Chee San on March 2, 2026.
Reported Earnings • Mar 03Full year 2025 earnings released: EPS: S$0.059 (vs S$0.046 in FY 2024)Full year 2025 results: EPS: S$0.059 (up from S$0.046 in FY 2024). Revenue: S$251.1m (up 3.7% from FY 2024). Net income: S$41.6m (up 2.4% from FY 2024). Profit margin: 17% (in line with FY 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Malaysia.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to RM3.56, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 24x in the Semiconductor industry in Malaysia.
Upcoming Dividend • Nov 24Upcoming dividend of S$0.01 per shareEligible shareholders must have bought the stock before 01 December 2025. Payment date: 17 December 2025. Payout ratio is on the higher end at 85% but the company is not cash flow positive. Trailing yield: 3.8%. Lower than top quartile of Malaysian dividend payers (5.5%). Higher than average of industry peers (1.5%).
Reported Earnings • Nov 09Third quarter 2025 earnings released: EPS: S$0.015 (vs S$0.015 in 3Q 2024)Third quarter 2025 results: EPS: S$0.015 (in line with 3Q 2024). Revenue: S$59.3m (down 8.8% from 3Q 2024). Net income: S$10.5m (flat on 3Q 2024). Profit margin: 18% (up from 16% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Semiconductor industry in Malaysia.
New Risk • Oct 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Malaysian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (221% cash payout ratio). Share price has been volatile over the past 3 months (8.4% average weekly change). Significant insider selling over the past 3 months (RM143m sold).
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improves as stock rises 29%After last week's 29% share price gain to RM5.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 32x in the Semiconductor industry in Malaysia.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: S$0.014 (vs S$0.013 in 2Q 2024)Second quarter 2025 results: EPS: S$0.014 (up from S$0.013 in 2Q 2024). Revenue: S$67.3m (up 20% from 2Q 2024). Net income: S$10.3m (up 10% from 2Q 2024). Profit margin: 15% (down from 17% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Semiconductor industry in Malaysia.