Stratus Global:  Riding on Global Semiconductor Upcycle

Stratus Global Holdings (Stratus) is a well-established provider of cleanroom Automated Material Handling Systems (AMHS) with a 28-year operating track record.

The Group specialises in the design, fabrication, installation, and commissioning of advanced material handling systems, which are conveyor-based systems, Hybrid AMHS, and Automated Storage and Retrieval Systems (ASRS), complemented by its proprietary Transport Control Software (TCS).

Stratus Global

With an established customer base comprising leading front-end foundries, integrated device manufacturers (IDMs), and back-end OSAT players, the Group is well positioned to benefit from the structural expansion in global semiconductor manufacturing capacity.

“We initiate coverage with an Outperform call and a TP of RM1.72, based on 30x FY28F EPS. Our positive view is underpinned by the i) favourable global wafer fabrication equipment spending, ii) industry-leading profitability, and iii) expansion into key semiconductor manufacturing hubs,” says analysts at PIB.

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