View ValuationUMS Integration 향후 성장Future 기준 점검 4/6UMS Integration (는) 각각 연간 25.7% 및 16.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 27% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 17.3% 로 예상됩니다.핵심 정보25.7%이익 성장률27.05%EPS 성장률Semiconductor 이익 성장28.5%매출 성장률16.3%향후 자기자본이익률17.29%애널리스트 커버리지Good마지막 업데이트19 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent 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.공시 • 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, Singapore공시 • 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.이익 및 매출 성장 예측KLSE:UMSINT - 애널리스트 향후 추정치 및 과거 재무 데이터 (SGD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028411946394512/31/2027357779080612/31/2026300581029463/31/202626346-823N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: UMSINT 의 연간 예상 수익 증가율(25.7%)이 saving rate(3.8%)보다 높습니다.수익 vs 시장: UMSINT 의 연간 수익(25.7%)이 MY 시장(10.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: UMSINT 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: UMSINT 의 수익(연간 16.3%)이 MY 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: UMSINT 의 수익(연간 16.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: UMSINT의 자본 수익률은 3년 후 17.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 18:35종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스UMS Integration Limited는 10명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Swati ChopraBofA Global ResearchBoon Chong TngCGS InternationalLee Keng LingDBS Bank Ltd7명의 분석가 더 보기
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.
공시 • 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
공시 • 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.