{"id":85100,"date":"2026-02-04T09:58:41","date_gmt":"2026-02-04T01:58:41","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=85100"},"modified":"2026-02-04T09:58:41","modified_gmt":"2026-02-04T01:58:41","slug":"our-top-picks-today-stocks-4-february-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/our-top-picks-today-stocks-4-february-2026\/","title":{"rendered":"Our Top Picks Today: Stocks | 4 February 2026"},"content":{"rendered":"\n<p class=\"has-background wp-block-paragraph\" style=\"background-color:#c6d9f1\"><strong><a href=\"#sp\">Sector Performance<\/a> | <a href=\"#sg\">Singapore<\/a> | <a href=\"#hk\">Hong Kong<\/a> | <a href=\"#us\">United States<\/a> | <a href=\"#td\">Trading Dashboard<\/a><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\" id=\"sp\"><img fetchpriority=\"high\" decoding=\"async\" width=\"972\" height=\"207\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-285.png\" alt=\"\" class=\"wp-image-84274\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-285.png 972w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-285-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-285-768x164.png 768w\" sizes=\"(max-width: 972px) 100vw, 972px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:25px\"><strong>United States<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1016\" height=\"565\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-70.png\" alt=\"\" class=\"wp-image-85126\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-70.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-70-300x167.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-70-768x427.png 768w\" sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1016\" height=\"313\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-71.png\" alt=\"\" class=\"wp-image-85127\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-71.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-71-300x92.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-71-768x237.png 768w\" sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1016\" height=\"260\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-72.png\" alt=\"\" class=\"wp-image-85128\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-72.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-72-300x77.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-72-768x197.png 768w\" sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"134\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-286.png\" alt=\"\" class=\"wp-image-84275\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-286.png 650w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-286-300x62.png 300w\" sizes=\"(max-width: 650px) 100vw, 650px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:25px\"><a id=\"post-83167-_qqv3rtx8nazp\"><\/a><strong>Hong Kong<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1016\" height=\"565\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-61.png\" alt=\"\" class=\"wp-image-85106\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-61.png 1016w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-61-300x167.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-61-768x427.png 768w\" sizes=\"(max-width: 1016px) 100vw, 1016px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"644\" height=\"124\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-288.png\" alt=\"\" class=\"wp-image-84277\" style=\"aspect-ratio:5.194076874606175;width:840px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-288.png 644w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-288-300x58.png 300w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\" id=\"sg\"><img loading=\"lazy\" decoding=\"async\" width=\"976\" height=\"207\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289.png\" alt=\"\" class=\"wp-image-84278\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289.png 976w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-289-768x163.png 768w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-link-color wp-elements-50dcbb19739796f6fae814eca3cc19e2 wp-block-paragraph\"><strong><strong>BUY<\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">UMS Integration Ltd (UMSH SP)<\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"202\" height=\"202\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-62.png\" alt=\"\" class=\"wp-image-85107\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-62.png 202w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-62-150x150.png 150w\" sizes=\"(max-width: 202px) 100vw, 202px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong><strong>\u00a0<\/strong><\/strong><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-luminous-vivid-amber-background-color has-text-color has-background has-link-color wp-elements-b0ec8bf780a7fdfc09c54d578f68f865 wp-block-paragraph\"><strong><strong><strong>RE-ITERATE BUY<\/strong><\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">Addvalue Technologies (ADDV SP)<\/h3>\n\n\n\n<div style=\"height:14px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"482\" height=\"134\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-521.png\" alt=\"\" class=\"wp-image-84926\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-521.png 482w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-521-300x83.png 300w\" sizes=\"(max-width: 482px) 100vw, 482px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 1.30<br>Target: 1.45<br>Stop Loss: 1.24<\/strong><\/td><\/tr><tr><td><strong><strong>AMAT-linked beta, Bursa dual-listing liquidity, and a 2026 WFE upturn<\/strong><\/strong><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI buildout is pulling forward WFE orders into 2026.<\/strong> SEMI\u2019s year-end outlook lifts 2025 total semiconductor equipment to $125\u2013133B and projects $138B+ in 2026, with WFE up on HBM memory and leading-edge logic adds. Tool leaders like ASML are guiding for stronger 2026 sales on record orders. UMS\u2019s core is chamber and precision assemblies for AMAT\u2019s Endura deposition line, which should benefit as foundry and memory capex normalises upward into 2026.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Prints show resilience; dividends intact while mix improves. <\/strong>1H FY2025 revenue S$125.0M (+14% YoY) with a 1.0-cent interim DPS. 3Q FY2025 revenue S$59.3M (\u22129% YoY) as some semiconductor and aerospace lines softened, yet YTD EPS improved and NAV per share rose to 60.25 cents by Sep-2025, underscoring balance-sheet strength into the upcycle.\u00a0<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 0.068<br>Target: 0.100<br>Stop Loss: 0.060<\/strong>\u00a0<\/td><\/tr><tr><td><strong>IDRS lead, turnaround momentum, and contract pipeline support 2026 carry<\/strong><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Real-time LEO ops are moving from nice-to-have to must-have.<\/strong> Earth observation, asset monitoring and responsive space missions increasingly need continuous command, telemetry and payload data outside ground-station passes. Addvalue\u2019s IDRS is advertised as the only space-proven commercial option delivering always-on IP sessions over GEO L-band with session continuity across spot-beam handovers. As more smallsat operators prioritize latency and uptime, attach rates for relay terminals and airtime can rise, supporting recurring service revenue on top of hardware.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Installed base and airtime scale can compound. <\/strong>AGM disclosures indicate a growing on-orbit terminal base with additional units awaiting launch, which should translate into higher airtime adoption as fleets scale. The combination of new terminals shipped and rising in-service units expands recurring revenue and improves working-capital turns as the model shifts toward services.\u00a0<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"644\" height=\"124\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292.png\" alt=\"\" class=\"wp-image-84281\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292.png 644w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292-300x58.png 300w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\" id=\"hk\"><img loading=\"lazy\" decoding=\"async\" width=\"957\" height=\"204\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-293.png\" alt=\"\" class=\"wp-image-84282\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-293.png 957w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-293-300x64.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-293-768x164.png 768w\" sizes=\"(max-width: 957px) 100vw, 957px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-link-color wp-elements-e01665ec53bd0283eb794eae69770e9e wp-block-paragraph\"><strong>BUY<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">ASMPT Ltd (522 HK)<\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"159\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-64.png\" alt=\"\" class=\"wp-image-85109\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-luminous-vivid-amber-background-color has-text-color has-background has-link-color wp-elements-f12c24c2030f7f517d08c3c4c9ac247f wp-block-paragraph\"><strong>RE-ITERATE BUY<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\">CITIC Securities Co Ltd (6030 HK)<\/h3>\n\n\n\n<div style=\"height:8px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"431\" height=\"124\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-13.png\" alt=\"\" class=\"wp-image-84988\" style=\"aspect-ratio:3.476078431372549;width:337px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-13.png 431w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-13-300x86.png 300w\" sizes=\"(max-width: 431px) 100vw, 431px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 100<\/strong><br><strong>Target: 120<\/strong><br><strong>Stop Loss: 90<\/strong><\/td><\/tr><tr><td><strong>Advanced packaging upcycle, SMT options, and AI orders momentum<\/strong><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI packaging tide. <\/strong>AI spend is lifting advanced packaging demand into 2026. Industry work points to rising HBM4, hybrid bonding, and panel or glass transitions, all supportive for SEMI where ASMPT cites TCB leadership in logic and memory. Bookings have shown six straight quarters of YoY growth on AI exposure and gross margin ran above 40% in 1H25, indicating pricing power returning as mix improves.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>SMT strategic options can unlock value.<\/strong> On 21 Jan 2026 management began assessing options for the SMT Solutions segment including divestiture, JV, spin-off or listing. A decision that sharpens focus on SEMI or crystallises value in SMT could raise group ROIC and reduce earnings cyclicality.\u00a0<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 27.5<\/strong><br><strong>Target: 32.5<\/strong><br><strong>Stop Loss: 25.0<\/strong><\/td><\/tr><tr><td><strong><strong>China deal engine with policy tailwinds and fee leadership<\/strong><\/strong><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Policy push and market plumbing support activity. <\/strong>The CSRC\u2019s 2026 work plan prioritises market stability, deeper long-term capital and wider two way opening including QFII optimisation and broader futures access. Recent fine tuning to curb leverage while keeping the rally durable indicates a preference for steady turnover and higher quality issuance rather than boom bust swings. That backdrop is constructive for a scaled franchise that earns across brokerage, underwriting and FICC.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Fee leadership with diversified engines.<\/strong> CITIC Securities ranked number one in APAC ex Japan investment banking fees in 2025, supported by bond and equity underwriting depth. Scale in asset management and market making augments earnings when primary markets pause and positions the group to capture any revival in IPOs and refinancings.\u00a0<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"644\" height=\"124\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292.png\" alt=\"\" class=\"wp-image-84281\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292.png 644w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-292-300x58.png 300w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\" id=\"us\"><img loading=\"lazy\" decoding=\"async\" width=\"648\" height=\"138\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-296.png\" alt=\"\" class=\"wp-image-84285\" style=\"aspect-ratio:4.696070660174386;width:840px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-296.png 648w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-296-300x64.png 300w\" sizes=\"(max-width: 648px) 100vw, 648px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-luminous-vivid-amber-background-color has-text-color has-background has-link-color wp-elements-8cc3a5bb37e908756e92bf35347a8c64 wp-block-paragraph\"><strong><strong>RE-ITERATE BUY<\/strong><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\"><strong><strong><strong><strong><strong><strong>Coherent Corp. (COHR US)<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h3>\n\n\n\n<div style=\"height:16px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"416\" height=\"155\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-14.png\" alt=\"\" class=\"wp-image-84989\" style=\"aspect-ratio:2.6838918046023417;width:372px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-14.png 416w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-14-300x112.png 300w\" sizes=\"(max-width: 416px) 100vw, 416px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center has-white-color has-luminous-vivid-amber-background-color has-text-color has-background has-link-color wp-elements-f12c24c2030f7f517d08c3c4c9ac247f wp-block-paragraph\"><strong>RE-ITERATE BUY<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\" style=\"font-size:25px\"><strong><strong><strong><strong><strong>Lumentum Holdings Inc. (LITE US)<\/strong><\/strong><\/strong><\/strong><\/strong><\/h3>\n\n\n\n<div style=\"height:22px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"408\" height=\"84\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-523.png\" alt=\"\" class=\"wp-image-84928\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-523.png 408w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-523-300x62.png 300w\" sizes=\"(max-width: 408px) 100vw, 408px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 200<\/strong><br><strong>Target: 230<\/strong><br><strong>Stop Loss: 185<\/strong><\/td><\/tr><tr><td><strong><strong><strong><strong>Embedded winner in the AI optics supply chain<\/strong><\/strong><\/strong><\/strong><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Component-level leverage to expanding datacentre optics demand. <\/strong>AI workloads are expected to drive a surge in optical interconnect and sensing needs. Coherent\u2019s position as a leading supplier of critical laser chips, EMLs, VCSEL arrays, and advanced photonic materials makes it a direct beneficiary regardless of which module vendors gain share. With datacentre & communications revenue up 26% YoY in Q1, Coherent captures demand at the component level where substitution risk is lowest, and pricing power is highest during shortages.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Strategic focus and technology leadership align with optical expansion trends. <\/strong>The divestment of the Aerospace & Defense business has sharpened Coherent\u2019s focus on high-growth AI datacentre and communications markets, lifting margins and EPS. Combined with new award-winning 400G\/1.6T optical technologies and expanded production capacity, Coherent is well positioned to monetise the projected AI infrastructure supercycle as hyperscalers deploy nearly 100GW of new datacentre capacity through 2030.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Entry: 450 (buy stop)<\/strong><br><strong>Target: 500<\/strong><br><strong>Stop Loss: 425<\/strong><\/td><\/tr><tr><td><strong><strong><strong>Leveraging the AI interconnect bottleneck<\/strong><\/strong><\/strong><\/td><\/tr><tr><td><strong>Key Insights<\/strong>\u00a0<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Optics bottleneck and hyperscale network buildouts to drive demand growth. <\/strong>With JLL forecasting nearly 100 GW of new data-centre capacity from 2026-2030 and a 14% CAGR for the global data-centre sector through 2030, optics are becoming the next infrastructure constraint after compute, particularly in AI scale-up and inference workloads. Meta\u2019s multi-year US$6bn fibre deal with Corning reinforces the trend toward massive fibre and transceiver deployment, positioning Lumentum\u2019s high-speed 1.6T transceivers, EML lasers, and optical switching technology for both volume growth and upward pricing as hyperscalers race to interconnect tens of thousands of AI nodes with high-bandwidth optics.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Strong execution and next-generation optics inflect revenue and margin. <\/strong>Lumentum\u2019s first quarter revenue growth of 58% YoY and more than 1,500bps non-GAAP margin expansion, highlight early success in data-centre optics, with guidance indicating more than 20% sequential revenue growth ahead of broader ramps of optical circuit switches and co-packaged optics. As data-centre capacity grows, its broad optical portfolio will enable Lumentum to capture both near-term demand and long-term growth tied to the global AI infrastructure supercycle.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><a href=\"#top\" title=\"\">^ Back To Top<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"650\" height=\"154\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-301.png\" alt=\"\" class=\"wp-image-84290\" style=\"aspect-ratio:4.2212075088787415;width:840px;height:auto\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-301.png 650w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-301-300x71.png 300w\" sizes=\"(max-width: 650px) 100vw, 650px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\" id=\"td\"><img loading=\"lazy\" decoding=\"async\" width=\"966\" height=\"204\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-299.png\" alt=\"\" class=\"wp-image-84288\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-299.png 966w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-299-300x63.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/01\/image-299-768x162.png 768w\" sizes=\"(max-width: 966px) 100vw, 966px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Trading Dashboard Update:\u00a0 <\/strong>Add SATS Limited (SATS SP) at S$3.75, Semiconductor Manufacturing International Corp (981 HK) at HK$70 and Jl Mag Rare-Earth Co Ltd (6680 HK) at HK$21. Cut Horizon Robotics (9660 HK) at HK$8.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"992\" height=\"853\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-66.png\" alt=\"\" class=\"wp-image-85112\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-66.png 992w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-66-300x258.png 300w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2026\/02\/image-66-768x660.png 768w\" sizes=\"(max-width: 992px) 100vw, 992px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00a0<\/p>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-ed4e1152\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-075e5b76\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-0ad8dd24\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-buttons uagb-buttons__outer-wrap uagb-btn__default-btn uagb-btn-tablet__default-btn uagb-btn-mobile__default-btn uagb-block-dc1bd65c\"><div class=\"uagb-buttons__wrap uagb-buttons-layout-wrap \">\n<div class=\"wp-block-uagb-buttons-child uagb-buttons__outer-wrap uagb-block-2f4e392f wp-block-button\"><div class=\"uagb-button__wrapper\"><a class=\"uagb-buttons-repeater wp-block-button__link\" aria-label=\"\" href=\"https:\/\/www.kgieworld.sg\/securities\/contact-us\" rel=\"follow noopener\" target=\"_self\" role=\"button\"><div class=\"uagb-button__link\">Contact us to find out more<\/div><\/a><\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-fdd2c8c4\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">\u00a0<\/h3>\n\n\n\n<div class=\"wp-block-uagb-separator uagb-block-27ad8851\"><div class=\"wp-block-uagb-separator__inner\" style=\"--my-background-image:\"><\/div><\/div>\n\n\n\n<div class=\"wp-block-uagb-image uagb-block-62b24b08 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\"><figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/www.whatsapp.com\/channel\/0029VayhkxMChq6JN6qO8x0B\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/1-1.png\" alt=\"\" class=\"uag-image-69995\" width=\"760\" height=\"208\" title=\"1\" loading=\"lazy\" role=\"img\"\/><\/a><\/figure><\/div>\n\n\n\n<div class=\"wp-block-uagb-image uagb-block-82e9f322 wp-block-uagb-image--layout-default wp-block-uagb-image--effect-static wp-block-uagb-image--align-none\"><figure class=\"wp-block-uagb-image__figure\"><a class=\"\" href=\"https:\/\/t.me\/kgisg\" target=\"\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png ,https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 780w, https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png 360w\" sizes=\"auto, (max-width: 480px) 150px\" src=\"https:\/\/www.kgieworld.sg\/research\/wp-content\/uploads\/2025\/06\/2.png\" alt=\"\" class=\"uag-image-69996\" width=\"760\" height=\"208\" title=\"2\" loading=\"lazy\" role=\"img\"\/><\/a><\/figure><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Sector Performance | Singapore | Hong Kong | United States | Trading Dashboard United States Hong Kong ^ Back To Top BUY UMS Integration Ltd (UMSH SP) \u00a0 RE-ITERATE BUY Addvalue Technologies (ADDV SP) Entry: 1.30Target: 1.45Stop Loss: 1.24 AMAT-linked beta, Bursa dual-listing liquidity, and a 2026 WFE upturn Key Insights\u00a0 Entry: 0.068Target: 0.100Stop Loss: [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","_uag_custom_page_level_css":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-85100","post","type-post","status-publish","format-standard","hentry","category-kgi-daily-trading-ideas"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.8 - 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