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。
老夫追涨杀跌
2021-10-22
老夫追涨杀跌
$AEM HOLDINGS LTD(AWX.SI)$ 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

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":853726492,"tweetId":"853726492","gmtCreate":1634852333781,"gmtModify":1634895898085,"author":{"id":4091593935307080,"idStr":"4091593935307080","authorId":4091593935307080,"authorIdStr":"4091593935307080","name":"嘛嘛财商FQ","avatar":"https://static.tigerbbs.com/cb8231e23f8778bfd36df1d18dd5457c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":578,"starInvestorFlag":false},"themes":[{"themeId":"5afcc0d8780a4b05acb3d56b26e7b1a9","categoryId":"bc7f9e79615545918dda2e7d7cfb9e15","name":"新加坡投资圈","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5afcc0d8780a4b05acb3d56b26e7b1a9}&rnconfig={\"headerBarHidden\": true}","description":"虎友们想了解的新加坡股市、基金等投资机会都在这里！","image":"https://static.tigerbbs.com/977210e5ffb1dd4d02a1ad243fb4fb66"}],"images":[],"coverImages":[],"title":"UMS FRENCKEN AEM GRANDVENTURE 浅谈新加坡科技股","extraTitle":"","html":"<html><head></head><body><p>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。</p><p><a href=\"https://laohu8.com/S/558.SI\">$UMS控股(558.SI)$</a>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，<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>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。</p><p>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<a href=\"https://laohu8.com/S/JLB.SI\">$杰纬特科技有限公司(JLB.SI)$</a>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。</p><p>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。</p></body></html>","htmlText":"<html><head></head><body><p>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。</p><p><a href=\"https://laohu8.com/S/558.SI\">$UMS控股(558.SI)$</a>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，<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>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。</p><p>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<a href=\"https://laohu8.com/S/JLB.SI\">$杰纬特科技有限公司(JLB.SI)$</a>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。</p><p>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。</p></body></html>","text":"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。","highlighted":2,"essential":2,"paper":2,"likeSize":599,"commentSize":80,"repostSize":23,"favoriteSize":0,"link":"https://laohu8.com/post/853726492","repostId":0,"isVote":1,"tweetType":1,"viewCount":30325,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["JLB.SI","AWX.SI","558.SI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":688,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6284418,"commentId":"6284418","gmtCreate":1634870550381,"gmtModify":1634870550381,"authorId":9000000000000314,"author":{"id":9000000000000314,"idStr":"9000000000000314","authorId":9000000000000314,"name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/8e51a63f0a1a13425ecd08fb8583607a","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":853726492,"objectIdStr":"853726492","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"15倍左右的pe\n放眼全球也算是很好的投资标的了。","text":"15倍左右的pe\n放眼全球也算是很好的投资标的了。","html":"15倍左右的pe\n放眼全球也算是很好的投资标的了。","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6284398,"commentId":"6284398","gmtCreate":1634870460892,"gmtModify":1634870460892,"authorId":3479274702625278,"author":{"id":3479274702625278,"idStr":"3479274702625278","authorId":3479274702625278,"name":"老夫追涨杀跌","avatar":"https://static.tigerbbs.com/53d8be38e6bbbfa27d16721be9a4e59b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":853726492,"objectIdStr":"853726492","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"$AEM HOLDINGS LTD(AWX.SI)$  看上去看不错，现在能不能买？","text":"$AEM HOLDINGS LTD(AWX.SI)$  看上去看不错，现在能不能买？","html":"$AEM HOLDINGS LTD(AWX.SI)$  看上去看不错，现在能不能买？","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6284445,"commentId":"6284445","gmtCreate":1634870632528,"gmtModify":1634870632528,"authorId":9000000000000316,"author":{"id":9000000000000316,"idStr":"9000000000000316","authorId":9000000000000316,"name":"丹尼尔加","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":853726492,"objectIdStr":"853726492","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"$UMS控股(558.SI)$ 我比较喜欢，准备合适的时候买一点点。","text":"$UMS控股(558.SI)$ 我比较喜欢，准备合适的时候买一点点。","html":"$UMS控股(558.SI)$ 我比较喜欢，准备合适的时候买一点点。","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6284410,"commentId":"6284410","gmtCreate":1634870503216,"gmtModify":1634870503216,"authorId":9000000000000159,"author":{"id":9000000000000159,"idStr":"9000000000000159","authorId":9000000000000159,"name":"宝宝金水_","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":853726492,"objectIdStr":"853726492","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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。","text":"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。","html":"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。","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6284390,"commentId":"6284390","gmtCreate":1634870432482,"gmtModify":1634870432482,"authorId":9000000000000309,"author":{"id":9000000000000309,"idStr":"9000000000000309","authorId":9000000000000309,"name":"豆腐王中王","avatar":"https://static.tigerbbs.com/28b54c3ff00aca78d815cf3ac82272b2","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":853726492,"objectIdStr":"853726492","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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。","text":"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。","html":"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。","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6299461,"commentId":"6299461","gmtCreate":1634977431373,"gmtModify":1634977431373,"authorId":50287609601096,"author":{"id":50287609601096,"idStr":"50287609601096","authorId":50287609601096,"name":"余客","avatar":"https://static.tigerbbs.com/8e54b5bdb7672b91cb2995e607301f0f","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":853726492,"objectIdStr":"853726492","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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","text":"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","html":"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","likeSize":0,"commentSize":1,"subComments":[{"id":6299467,"commentId":"6299467","gmtCreate":1634977573500,"gmtModify":1634977573500,"authorId":50287609601096,"author":{"id":50287609601096,"idStr":"50287609601096","authorId":50287609601096,"name":"余客","avatar":"https://static.tigerbbs.com/8e54b5bdb7672b91cb2995e607301f0f","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":853726492,"objectIdStr":"853726492","type":1,"supId":6299461,"supIdStr":"6299461","prevId":0,"prevIdStr":"0","content":"有没有可能是value trap呢","text":"有没有可能是value trap呢","html":"有没有可能是value trap呢"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/853726492"}