Added to YB: 2026-10-06
Pitch date: 2026-09-29
I07.SI [bullish]
ISDN Holdings Limited
-3.31%
current return
Author Info
No bio for this author
Company Info
ISDN Holdings Limited, together with its subsidiaries, provides motion control and industrial computing solutions in Singapore, China, Hong Kong, Malaysia, Indonesia, Vietnam, and internationally.
Market Cap
SGD 290.2M
Pitch Price
SGD 0.60
Price Target
0.92 (+55%)
Dividend
0.83%
EV/EBITDA
7.65
P/E
18.28
EV/Sales
0.75
Sector
Electrical Equipment
Category
value
Riding the industrial automation wave - ISDN Holdings Limited
I07.SI: ISDN offers high-beta exposure to an APAC factory-automation recovery, with industrial automation generating ~86% of revenue and demand supported by semiconductor capacity, labour-saving investment and China+1 expansion. At S$0.66, it trades at ~13x FY27E EPS; an 18x multiple implies S$0.92, or 39% upside. The case requires automation gross margin to rise from 24.4% to 30%; otherwise the earnings trajectory and target multiple are too aggressive.
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