UMS FRENCKEN AEM GRANDVENTURE 浅谈新加坡科技股

新加坡科技股普遍上在估值上比其他国家来的更低，看看一桥之隔的马来西亚科技股估值普遍都在40PE以上，而新加坡的一般都在15左右，而在过去半导体领域周期低迷时更是低至10pe而已。

$UMS控股(558.SI)$目前ttm pe只有18.38，要是扣除一次性减值折损，估值会来得更低，$AEM HOLDINGS LTD(AWX.SI)$ttm pe15.99, 最大客户是intel，也在今天刚刚出了新的财报，盘后更大跌9%,显然市场并不满意intel的财报表现。不过aem在intel的积极资本开销与新客户的帮助下下半年可能会重返成长的步伐。

Frencken的业务较多元化，ttm pe只有17.33，在接下来稳健成长后估值更会进一步降下来。最后的$杰纬特科技有限公司(JLB.SI)$虽然估值较高，可是成长数值也更高，属于较年轻与增长潜力较大的标的。

整体上新加坡科技股并没有到过于高估的地步，相信未来有机会得到市场重估并享有更高的估值。

新加坡投资圈

虎友们想了解的新加坡股市、基金等投资机会都在这里！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

刀哥拉丝
2021-10-22
刀哥拉丝
15倍左右的pe 放眼全球也算是很好的投资标的了。
老夫的少女心_
2021-10-22
老夫的少女心_
$AEM HOLDINGS LTD(AWX.SI)$ 看上去看不错，现在能不能买？
丹尼尔加
2021-10-22
丹尼尔加
$UMS控股(558.SI)$ 我比较喜欢，准备合适的时候买一点点。
宝宝金水_
2021-10-22
宝宝金水_
成熟的经济体一般都不会暴涨暴跌，贵在稳健，现在就是这种走势。
豆腐王中王
2021-10-22
豆腐王中王
很喜欢你的这个结论，新加坡是个成熟发达的经济体，没有理由比不上隔壁的。
余客
2021-10-23
余客
为啥不提。。扎根本土市场就那么大呢。。扎根东南亚的sea的估值可不低吧
- 余客:
  有没有可能是value trap呢

发表看法

80

599

23

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