$UMS(558.SI)$ : Turning the Corner on the Semiconductor Down‑Cycle📉 Soft FY24 Print – Revenue slid 19 % YoY to S$242.1 million while net profit fell 32 % to S$41.6 million as integrated‑system sales normalized after the 2022–23 boom.That said, gross margins edged up to 51 %, reflecting disciplined cost management and a continued shift toward higher‑value modules.Management reiterated its view that FY24 marks the earnings trough, with order momentum improving into 1Q 2025.🏭 Penang Mega‑Plant Ramp‑Up – The new 300000 sq ft facility, built for roughly RM250 million, entered volume production in 4Q 2024 and already houses two anchor tool programmes.The site’s proximity to key North‑Asian customers shortens lead times and diversifies manufacturi

1.How do you measure whether a company is generating its revenue efficiently?One metric stand out - Revenue per employee.What is it?To put it broadly, it is the total revenue of a company divided by how many employees it has.For example, if company A has 100 employees and generated SG$10 million, then the revenue per employee is SG$100,000.How is it useful?It enables investors to determine whether a company is being productive and efficient at using its labour force to generate revenue.A low revenue per employee shows that the company might be hiring too many.A high revenue per employee shows that it is being efficient at doing so.However, this is just one way of looking at this.There are companies which have low revenue per employee but actually generate high profits. They could be food &

It’s good to be back.I had an awesome holiday in South Korea, getting my annual dose of Kpop and Korean food (I am all Kimchi-ed out now).This week, I am looking into the troubles in the Chinese electric vehicle (EV) industry as EV players have once again cut prices.Could $BYD Co., Ltd.(BYDDY)$ actually be building a nightmare?“Right this way, Mrs Chin. This is the newest EV model by Great Wall Motor. We have recently cut the price by 10%”Mrs Chin, like many Chinese consumers, just glances over. She then folds her arm and say, “Can you go cheaper? BYD’s one is 20% lower. If not, I will just go next door”The salesman holds his tongue, smiles and takes out a a list of prices, “Just for you, Madam, we are willing to cut by 25% for you.”China’s elect

Hello everyone! Today i want to share some techncial analysis with you!Food Empire Holdings: Riding Asia’s Coffee Boom📊 1Q25 Top-Line Surge Revenue climbed 16.3% year-on-year to US$136.6 million, a record first-quarter haul. Management pointed to stronger demand for instant coffee in Vietnam and Kazakhstan plus selective price hikes that offset higher green-bean costs.🌏 Southeast Asia Overtakes RussiaFor the first time, Southeast Asia became the group’s largest region, contributing US$40 million (+33.8 %) and edging past Russia’s US$39.4 million. The shift reduces rouble exposure and geopolitical risk while deepening ties to fast-growing ASEAN consumption trends.💰 Dividend Sweetener & FY24 EarningsFY2024 normalized net profit eased 11.4 % to roughly US$50 million after forex headwinds,

$CSE Global(544.SI)$ : Electrifying Growth Fueled by Acquisitions & Backlog Strength🚀 Record-High Revenue – FY 2024 turnover surged 18.8 % YoY to S$861.2 million, powered by robust Electrification and Automation demand across the Americas and Asia-Pacific. Gross margin held near 28 %, underscoring solid pricing discipline even amid cost inflation.💰 Profitability Jumps – Core net profit climbed 63.2 % to S$36.8 million, lifting net margin to 4.3%. EBITDA expanded 29 % to S$82.2 million, highlighting operating leverage as scale builds.📑 Backlog Visibility – The order book closed FY 2024 at S$672.6 million and, after securing S$155.3 million of new wins in 1Q 2025 (41 % communications, 23 % automation, 23 % electrification), still sit

📌 $Dezign Format(UZF.SI)$ : Riding the Wave of Experiential Growth Ahead of SGX IPO📈 Strong Revenue and Profit TrajectoryRevenue surged from S$18.3 million in FY2022 to S$33.4 million in FY2024, reflecting a 35.3% CAGR, while net profit more than tripled to S$5.0 million over the same period.Gross profit margins stayed resilient at 36–39%, with net margins climbing to 15%, showcasing strong cost discipline and operational efficiency.🌍 Diversification Through Immersive Experiences (LBE)The Group has moved beyond conventional design-and-build services, stepping into Location-Based Entertainment (LBE) with proprietary IP projects like DinoQuest and The Beethoven Experience.It is also targeting new revenue streams through ticket sales, licensing, an