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Added to YB: 2025-10-29

Pitch date: 2025-09-28

E28.SI [bullish]

Frencken Group Limited

+124.4%

current return

Author Info

No bio for this author

Company Info

Frencken Group Limited, an investment holding company, provides original design, original equipment, and diversified integrated manufacturing solutions in Singapore, the Netherlands, People’s Republic of China, and Malaysia.

Market Cap

SGD 1.2B

Pitch Price

SGD 1.39

Price Target

N/A

Dividend

0.98%

EV/EBITDA

15.09

P/E

30.71

EV/Sales

1.31

Sector

Machinery

Category

value

Show full summary:
2025-09-05 [SGX: E28] Fong Zhi Heng

E28.SI: Diversified tech manufacturer w/ 89% mechatronics (46% semiconductor, 23% analytical/life sciences, 15% medical) & 11% automotive. Strong 1H25: +16% revenue, +10% profit on 38% semi growth from ASML ramp. Trading 13x forward P/E vs peers 14-27x. Risks: customer concentration, auto EV transition.

Read full article (25 min)