Added to YB: 2026-01-20
Pitch date: 2026-01-18
8637.HK [bullish]
Metasurface Technologies Holdings Limited
+9.29%
current return
Author Info
Unpacking Uncertainty is a fund manager at Fawkes Capital who seeks to make sense global markets and economies and identify high-returning investment ideas along the way. Sign up for the newsletter.
Company Info
Metasurface Technologies Holdings Limited provides precision engineering services in Singapore. It offers precision machining that uses computer numerical controls (CNC) machines and other machine tools to cut and shape materials and to produce parts; and precision welding, which uses welding methods and processes, such as laser and electron beam to join materials.
Market Cap
HKD 44.9M
Pitch Price
HKD 1.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.40
P/E
10.61
EV/Sales
1.21
Sector
Machinery
Category
value
Metasurface Technologies Holdings Limited - $8637.HK
8637.HK: Semiconductor equipment parts supplier, 90% revenue from semicap producers, heavily exposed to Applied Materials memory machines. Trading 6.5x historic earnings vs 35x+ for semicap peers. Positioned for AI-driven semicap cycle upturn as TSMC/memory makers boost capex. Est SGD 6-7M net income H2 2025.
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