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Robust outlook, limited Covid-19 disruptions for semiconductor stocks: Maybank

Uma Devi
Uma Devi5/19/2020 12:25 PM GMT+08  • 3 min read
Robust outlook, limited Covid-19 disruptions for semiconductor stocks: Maybank
Maybank Kim Eng Research analyst Lai Gene Lih says that stocks such as UMS Holdings and AEM Holdings are not only unlikely to face disruptions from the Covid-19 pandemic, but are also poised to thrive on strong outlooks from their key customers.
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SINGAPORE (May 19): Amid the Covid-19 pandemic, semiconductor and equipment companies have been deemed “critical” in many countries.

Maybank Kim Eng Research analyst Lai Gene Lih says that this means the odds of further virus-induced disruptions to stocks such as UMS Holdings and AEM Holdings are unlikely.

In fact, the industry’s demand remains intact with supply reverting back to normal levels.

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