Frencken - Maybank Research 2023-05-30: AI Hype Worth Watching

• Amid the recent AI craze following Nvidia’s forecast raise due to strong demand for its AI chips, semi-conductor related stocks have mostly rallied, even in Singapore. Our channel checks show that orders are yet to be positively impacted but inventory could be depleted faster if the trend persists.
• - Read this at SGinvestors.io -

Inventory level of key Singapore customers vital

• We believe that the inventory levels of key customers, especially in Singapore, will be vital to Frencken (SGX:E28)’s financial performance.
• - Read this at SGinvestors.io -

AI trend might hasten inventory depletion

• Read more at SGinvestors.io.

Above is an excerpt from a report by Maybank Research.
Clients of Maybank Securities may be the first to access the full PDF report @ https://www.maybanktrade.com.sg/.

Read also Maybank's most recent report:
2025-03-12 Frencken - Top Pick of Singapore Tech Stocks on Strong Semicon Sales.

Previous report by Maybank:
2025-03-02 Frencken - Growing Steadily.

Price targets by 3 other brokers at Frencken Target Prices.

Listing of research reports at Frencken Analyst Reports.

Relevant links:
Frencken Share Price History,
Frencken Announcements,
Frencken Dividend Payout Dates & Corporate Actions,
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