Latest Posts By aragosta
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| 04-Jun-2026 01:43 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Eleven is way off target.... if this truly happens.... AEM: A Major Problem is Brewing, But It Could Brew a Major Price Catalyst This is not guess-work, mere speculation, or a scam. This is a very real situation developing right now behind the scenes at AEM Holdings. The company is potentially hitting a major trading problem ~ a real supply bottleneck. But if you understand how the stock market works, this exact crisis is the perfect recipe to send the stock price skyrocketing. Why AEM Holdings is Primed for a Liquidity Squeeze The core investment thesis for AEM Holdings rests on a classic supply-and-demand mismatch: exponentially rising AI demand colliding with a severely shrinking public float. Here is why a major price catalyst is brewing: The Register is Locked: Where to find the KEY? AEM has only 320 million shares outstanding. The vast majority are held in strong hands by long-term, high-conviction backers like Temasek Holdings (~12.3%), JPMorgan, Bank of America, Fidelity, abrdn, and strategic partners like ASE Technology. They are not selling anytime soon. And so are many serious long term retailers who strongly believe in its potential phenomenal growth story. So??! Well, the Float is Shrinking With institutional heavyweights locking away shares, the actual tradable public float is getting incredibly small. This creates a severe trading bottleneck. Where does this lead to? The Bonus Share " issue" lah! To solve this impending liquidity issue and reward long-term investors, black market insiders suggest management is considering issuing bonus shares (similar to the successful multi-year blueprint used by UMS Integration). Past vs. Present: We' ve been there before, so, what' s the diff? While a small bonus issue in 2024 failed due to the industry inventory downturn, the macro environment today is completely different: > 1Q2026 Turnaround: Revenue surged 36% YoY to S$116.9M, and net profits quadrupled. > AI Tailwinds: Advanced chiplets and High-Bandwidth Memory (HBM) are driving exponential testing demand. Don' t forget we are only at the beginning of the AI revolution/boom. The Bottom Line: What' s the beef? When new thematic AI funds rush to buy AEM, they will be forced to compete over a tiny pool of available shares. A strategic bonus share issue right now would lower the per-share entry price, unlock massive retail volume, and act as the ultimate price accelerator. #AEMHoldings #SGX #Semiconductors #AIBoom #StocksToWatch #Investing |
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| 03-Jun-2026 11:00 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Nvidia' s PC push carries downside risk for AEM, but DBS maintains BUY with S$11.80 target. AEM' s broader AI exposure, including data-centre GPU, should be less directly affected https://www.businesstimes.com.sg/companies-markets/nvidias-pc-push-carries-downside-risk-aem-dbs-maintains-buy-s11-80-target Well, the Market thinks different, a gangster' s subtle response The bullish take on AEM Holdings argues that DBS Research' s " downside risk" label on Nvidia' s RTX Spark PC chip is overly narrow. Looking past immediate client exposure reveals that Nvidia' s entry structurally expands the exact market AEM dominates. 1. Broadening the AI-PC Testing Market > Testing Complexity Skyrockets: Nvidia' s 3nm RTX Spark superchip integrates a Grace CPU, Blackwell GPU, and NVLink-C2C interconnect on advanced packaging. > Massive SLT Demand: This extreme architectural complexity requires thorough System-Level Testing (SLT). AEM' s proprietary technology is optimized precisely for these heterogeneous, multi-die chips > Extreme ATC Requirements: Combining a high-performance Blackwell GPU and CPU creates massive heat concentrated in small areas. This dynamic requires the millisecond-level precision of AEM,s Active Thermal Control (ATC) systems to test safely. DOESN' T DBS RESEARCH TEAM KNOW ALL THAT?! 2. Rising Tide Lifts All Boats > The Rub-on Foundry Effect: Intel and AMD are aggressively upgrading their own architectures to compete with Nvidia Spark. > Increased Order Volumes: As AEM' s legacy customers fight back with complex AI-PCs of their own, they will deploy more advanced chips. This shift drives higher test equipment intensity and consumables orders for AEM. > Ecosystem-Wide Expansion: Nvidia' s push validates a massive, high-margin market for premium AI-PCs, raising the industry' s baseline capital expenditure. IN SHORT, AEM IS FRIEND TO ALL, ENEMY TO NONE! DBS RESEARCH PLEASE NOTE. 3. AEM' s Structural Turnaround The market' s massive 2026 rally reflects a fundamentally transformed company that is no longer a " one-customer" proxy. > New Anchor Customer: AEM' s non-Intel fabless AI/HPC customer is scaling massively and is on track to become its largest revenue driver. > Earnings Explosion: First quarter net profits quadrupled on a 36% jump in revenue, confirming the start of a multi-year structural upcycle. > Expanding Addressable Market: Management raised revenue guidance and expects its Serviceable Available Market to reach US$4.5 billion. DBS RESEARCH SHOULD FORWARD THINK TOWARDS NEXT QUARTERLY RESULTS. SHOULD BE MIND BLOGGING. While DBS focuses on near-term customer friction, our view aligns with the market' s long-term realization: Nvidia' s entry validates the urgent global need for next-generation testing infrastructure. MARKET CONSENSUS HAS NOW AVERAGED ABOVE $14 PLUS. DIDN' T DBS RESEARCH TEAM KNOW THAT?
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| 03-Jun-2026 00:35 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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NVIDIA' s new RTX Spark (N1X) superchip, featuring a 20-core Grace Arm CPU and Blackwell GPU, will power the first personal agent-focused Windows PCs, enabling 120-billion-parameter models to run locally. This advancement directly benefits AEM Holdings by increasing demand for its System-Level Testing (SLT) and Active Thermal Control (ATC) technologies, which are essential for validating and cooling these high-power, heterogeneous AI chips.
Nvidia has capacity to supply robust AI growth despite constraints: CEO Jensen Huang. The firm on Jun 1 unveiled a new chip that brings AI capabilities directly to personal computers https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/nvidia-has-capacity-supply-robust-ai-growth-despite-constraints-ceo-jensen-huang NVIDIA and Microsoft Reinvent Windows PCs for the Age of Personal AI https://nvidianews.nvidia.com/news/nvidia-microsoft-windows-pcs-agents-rtx-spark GeForce @ COMPUTEX 2026: NVIDIA RTX Spark Unveiled, DLSS 4.5 Ray Reconstruction Announced, 1000+ RTX Games & Apps Available, And More https://www.nvidia.com/en-gb/geforce/news/computex-2026-nvidia-geforce-rtx-announcements/ Nvidia' s RTX Spark chip ' reinvents' laptops for agentic AI https://www.pcworld.com/article/3152460/nvidia-rtx-spark-chip-reinvents-laptops-for-agentic-ai.html ASUS Unveils Revolutionary ProArt PCs Powered by NVIDIA RTX Spark at COMPUTEX 2026 https://www.straitstimes.com/paid-press-releases/asus-unveils-revolutionary-proart-pcs-powered-by-nvidia-rtx-spark-at-computex-2026-20260601 Nvidia' s new RTX Spark PC chip moves chipmakers and tech stock https://au.finance.yahoo.com/news/nvidia-rtx-spark-pc-chip-105207405.html NVIDIA RTX Spark: A New Era for AI PCs NVIDIA RTX Spark powers the world' s first Windows PCs purpose-built for personal agents, signaling a massive shift from cloud-reliant AI to high-performance, on-device computing.
Crucial Impact and Benefits to AEM Holdings NVIDIA' s introduction of highly complex local AI hardware serves as a powerful secular growth catalyst for AEM Holdings due to three structural factors:
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| 02-Jun-2026 23:55 |
Addvalue Tech
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Adding New Value
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The SpaceX IPO Is Whipping Space Stocks Into a Frenzyhttps://www.barrons.com/articles/space-stock-spacex-ipo-rocketlab-ast-28e16929Sekali, AVT gets third party contract from SpaceX.... don' t laugh, stranger things do happen,
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| 01-Jun-2026 12:16 |
UMS
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Scaling new HEIGHTS with new catalysts
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A MUST WATCH VIDEO: I posted this on AEM thread, but I thought I posted it here too, the wisdom of words applies to here as well.
The Unstoppable AI Revolution: A Defining Moment This is the most powerful speech on Artificial Intelligence ever delivered! At the Class of 2026 Commencement, Jensen Huang ~ Founder and CEO of NVIDIA ~ delivered an inspiring keynote address at Carnegie Mellon University (CMU), widely recognized as the ultimate birthplace of AI (8:03). Huang, who received an honorary Doctor of Science and Technology degree, mapped out the definitive arrival of an unstoppable AI era that will reshape how everyone lives and works from here on.
A Historic Parallel: Jensen Huang meets Steve Jobs
This address is already being compared in the same light as Steve Jobs' s legendary June 12, 2005, Stanford commencement speech ~ widely considered one of the most- watched and deeply influential graduation addresses in history.
In 2005, Jobs famously declared:
" Your time is limited, so don' t waste it living someone else' s life. Don' t be trapped by dogma ~ which is living with the results of other people' s thinking. Don' t let the noise of others' opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition." The UMS INTEGRATION Connection: Shutting Out the Noise
Ironically, Jobs' s timeless advice applies perfectly to investors of UMS INTEGRATION today. The message is clear: if you believe in the strong fundamentals and phenomenal future growth of UMS, you must shut out the short- term market noises, follow your conviction, and stay firmly vested.
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Watch the Keynote Speech
Video Title: 2026 CMU Speaker Jensen Huang CMU Class of 2026 Commencement Speech (Chinese-English Bilingual Subtitles)
中 文 標 題 : 2026 cmu speaker jensen huang 黃 仁 勳 cmu 2026 屆 畢 業 典 禮 演 講 (中 英 雙 語 字 幕 ) Watch on YouTube: https://www.youtube.com/watch?v=mDDEWTZ9IZc Words of Wisdom for a New Industrial Era
In his address, Huang articulated critical lessons from his own journey and offered urgent advice to graduates entering a world of accelerating change:
" You are entering the world at an extraordinary moment. A new industry is being born. A new era of science and discovery is beginning. AI will accelerate the expansion of human knowledge and help solve problems once beyond our reach. No generation has entered the world with more powerful tools ~ or greater opportunities ~ than you. We are all standing at the same starting line. This is your moment to help shape what comes next. So run. Don' t walk." |
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| 01-Jun-2026 12:06 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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A MUST WATCH, MUST LISTEN TO, MUST FOLLOW ADVICE VIDEO!!!
The Unstoppable AI Revolution: A Defining Moment This is the most powerful speech on Artificial Intelligence ever delivered! At the Class of 2026 Commencement, Jensen Huang ~ Founder and CEO of NVIDIA ~ delivered an inspiring keynote address at Carnegie Mellon University (CMU), widely recognized as the ultimate birthplace of AI (8:03). Huang, who received an honorary Doctor of Science and Technology degree, mapped out the definitive arrival of an unstoppable AI era that will reshape how everyone lives and works from here on.
A Historic Parallel: Jensen Huang meets Steve Jobs
This address is already being compared in the same light as Steve Jobs' s legendary June 12, 2005, Stanford commencement speech ~ widely considered one of the most- watched and deeply influential graduation addresses in history.
In 2005, Jobs famously declared:
" Your time is limited, so don' t waste it living someone else' s life. Don' t be trapped by dogma ~ which is living with the results of other people' s thinking. Don' t let the noise of others' opinions drown out your own inner voice. And most important, have the courage to follow your heart and intuition." The AEM Holdings Connection: Shutting Out the Noise
Ironically, Jobs' s timeless advice applies perfectly to investors of AEM Holdings today. The message is clear: if you believe in the strong fundamentals and phenomenal future growth of AEM, you must shut out the short- term market noises, follow your conviction, and stay firmly vested.
___________________________________________________________________________
Watch the Keynote Speech
Video Title: 2026 CMU Speaker Jensen Huang CMU Class of 2026 Commencement Speech (Chinese-English Bilingual Subtitles)
中 文 標 題 : 2026 cmu speaker jensen huang 黃 仁 勳 cmu 2026 屆 畢 業 典 禮 演 講 (中 英 雙 語 字 幕 ) Watch on YouTube: https://www.youtube.com/watch?v=mDDEWTZ9IZc Words of Wisdom for a New Industrial Era
In his address, Huang articulated critical lessons from his own journey and offered urgent advice to graduates entering a world of accelerating change:
" You are entering the world at an extraordinary moment. A new industry is being born. A new era of science and discovery is beginning. AI will accelerate the expansion of human knowledge and help solve problems once beyond our reach. No generation has entered the world with more powerful tools ~ or greater opportunities ~ than you. We are all standing at the same starting line. This is your moment to help shape what comes next. So run. Don' t walk." |
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| 31-May-2026 23:52 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Wow... ah tong, you rather have durians from one durian tree, than from a whole plantation....? okay, let me put it in another simple way..... Six dollars is a world difference from ten fifty..... imagine a $4.50 difference and suppose you have 70 lots, that' s $315,000 more!.... convert to ringgits, that' s RM1 million .. for RM1 million, you can invest in a whole durian plantation! Like I did a few years ago in a durian plantation in Sungei Besi, Malaysia.... and I been having FREE durians every year since! As I said this is just the beginning of the AI revolution.... and AI boom..... so it' s like a long long way to enjoy more durians, I mean, fruits of the investment..... put it in another way, the train line is now only from Woodlands, to JB.... soon it will extend to North of Malaysia, then on to Thailand, then Vietnam, then China.... from there god knows where it will be extended to.... it seems endless... OK, maybe you may not believe in my words.... but listen to Lisa ! Enjoy!..... I mean watching her speak, and not your durians which are long gone..... Lisa Su: We' re Only in the 3RD INNING of AI! Demand Will Surge Through 2029! https://www.youtube.com/watch?v=sUQqgqd96eo |
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| 31-May-2026 00:18 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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" A power stock only holds power if you have the power to hold it." ah tong, I never advise anyone to enter at this stage, but I' ll make an exception to you...... you should get back in with based on all the positive stuffs I posted on AEM......as I said, this is only the start of the AI boom, things are developing at a super lightning speed, the next couple of developments, trust me, are going to be mindblogging......people don' t see the current fundamentals any more, soon, they will be closing their eyes and juz hoot, especially if THESE DEVELOPMENTS WILL COINCIDE WITH THE END OF THE CONFLICT....... then there' s the Nasdaq listing to consider, then there' s the 1H results to look forward to...... no end, no ending news..... for you, you would have make probably $2 or $3 from your ealier trades ..... so whatever price you enter now, you probably would be $2 or $3 ahead of any guy who is entering now.......anyway, it' s your call, don' t say I never jio....... And as I said, every single day, there' s a positive news or development relating to AI, and these are not AI generated news, they are real happenings.......even if you shut your eyes, you will see them in your dreams, no escape one!......that' s how scary it is....... This is what I posted in the UMS thread, which is applicable to AEM very much....... remember, it' s in your power to own them....... ================= Like my favourite quote says, " You can' t see the forest for the trees" ...... I am telling you, don' t every day, just keep looking for that one durian tree, and you miss the entire durian plantation altogether....... practically every single day, there are exciting positive news on AI and AI related developments but people just can' t see them......" We look for wealth afar, yet it sits on our doorstep" , the uneducated coffee shop uncles will mock you!......Which is why I keep saying, that this AI momentum is unstoppable......not only that, it will keep growing, and growing, and growing....... Here, for today, I shall entertain you with just a few tokkong developments, they are actually right before your eyes.......hidden in plain sight, so they said..... ============= AMAT CTO Targets Singapore Robotics Growth Applied Materials CTO sees potential to develop robotics ecosystem in Singapore. Embodied artificial intelligence is the next big inflection point in the AI evolution, and AMAT intends to be front and centre in developing it, said the semiconductor equipment manufacturer' s chief technology officer. https://www.businesstimes.com.sg/singapore/applied-materials-cto-sees-potential-develop-robotics-ecosystem-singaporehttps://www.businesstimes.com.sg/international/global/chinas-first-humanoid-robot-incubator-has-its-eyes-set-south-east-asia-starting-singapore-office Strategic Gains for UMS from AMAT' s Singapore Expansion. AMAT' s expansion into Singapore' s robotics and Embodied AI ecosystem directly strengthens UMS through several key benefits: > Revenue & Order Growth: AMAT is UMS' s primary customer. Anchoring high-growth AI and robotics tech in Singapore directly boosts UMS' s long-term order pipeline. > Value Chain Upgrades: This shift transitions UMS from basic manufacturing toward higher-margin, complex system integration and next-generation R& D capabilities. > Long-Term Security: Embedding high-value technology locally secures UMS' s position in AMAT' s supply chain and mitigates relocation or decoupling risks. ========= KYEC Opens First Overseas Plant in Singapore Taiwanese semiconductor testing leader King Yuan Electronics (KYEC) establishes first-ever manufacturing base outside Taiwan as global chipmakers actively look to diversify their supply chains. It has launched a S$100 million facility in Singapore, creating over 300 jobs to serve booming demand for automotive and high-performance AI products. https://www.edb.gov.sg/en/about-edb/media-releases-publications/kyec-opens-singapore-facility-marking-global-expansion.html KYEC' s Singapore Expansion: Key Benefits for AEM and UMS. KYEC' s S$100 million plant expands the local semiconductor ecosystem, validating Singapore as a key hub for global supply chain diversification and creating direct benefits for both AEM & UMS. > Global Supply Shift: The expansion proves international chip giants are moving testing to Southeast Asia, placing both AEM and UMS in the path of sustained structural spending. > AEM Holdings: Serves as a direct second-order beneficiary due to overlapping technology spaces in advanced semiconductor testing. > UMS Integration: Gains structural advantages from the increased demand for front-end infrastructure needed to feed these expanded back-end plants. ========= Sony & TSMC Form Japanese Joint Venture Sony and TSMC are launching a new joint venture in Japan to develop and manufacture next-generation image sensors for physical AI applications, including automotive and robotics. The partnership merges Sony' s design capabilities with TSMC' s advanced manufacturing, strengthening their existing long-term collaboration. https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/sony-tsmc-plan-new-japan-joint-venture-next-generation-image-sensors?ref=article-see-also Why the Sony-TSMC Venture Matters to AEM and UMS. The Sony-TSMC joint venture creates a major semiconductor supply chain expansion that acts as a powerful macro catalyst for both AEM & UMS. > AEM Holdings: The focus on next-generation edge-AI image sensors for automotive and robotics safety directly drives demand for AEM' s advanced testing technologies. > UMS Integration: Applied Materials (AMAT) heavily supplies both TSMC and Sony. As AMAT equips the new Japan facility, UMS will see a direct order boost for its precision components. ========= What makes Singapore a prime location for semiconductor companies driving innovation? With semiconductors powering the next wave of AI, global players ~ supported by a robust network of local suppliers and partners ~ are expanding operations here and deploying cutting-edge technologies to stay ahead. https://www.edb.gov.sg/en/business-insights/insights/what-makes-singapore-a-prime-location-for-semiconductor-companies-driving-innovation.html Growth Catalyst for AEM and UMS. Singapore' s massive S$30 billion chip expansion acts as a major structural catalyst for both non-named companies, lifting them as critical downstream supply chain partners: > UMS Integration: Massive front-end fab expansions by giants like UMC and VSMC heavily drive orders for manufacturing equipment, directly boosting the pipeline for UMS' s precision components. > AEM Holdings: Singapore' s explicit focus on funding advanced packaging and High Bandwidth Memory (HBM) clustering directly accelerates local demand for AEM' s specialized advanced testing technologies. ========= Foxconn has immense confidence in growth momentum due to AI Taiwan' s Foxconn, the world' s largest contract electronics manufacturer, has immense confidence in its growth momentum because of soaring AI demand. The traditional mid-year seasonal slump for tech suppliers no longer happens, Liu told an annual shareholders meeting in New Taipei, adding that he was very optimistic about the second half of the year. https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/foxconn-has-immense-confidence-growth-momentum-due-ai-chairman-says Foxconn' s AI Surge: Market Catalysts for AEM and UMS. Foxconn' s immense confidence and massive capital expenditure growth in AI servers signal strong downstream momentum, creating powerful ripple effects for both Singapore-listed semiconductor firms: > AEM Holdings: Foxconn' s massive production of Nvidia AI servers requires a high volume of advanced logic chips, directly expanding the addressable market for AEM' s specialized test handlers. > UMS integration: The projected trillion-dollar global spending on AI infrastructure by cloud service providers drives heavy demand for front-end manufacturing tools from UMS' s primary customer, Applied Materials. |
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| 30-May-2026 21:39 |
UMS
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Scaling new HEIGHTS with new catalysts
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Like my favourite quote says, " You can' t see the forest for the trees" ......I am telling you, don' t every day, just keep looking for that one durian tree, and you miss the entire durian plantation altogether.......practically every single day, there are exciting positive news on AI and AI related developments but people just can' t see them......" We look for wealth afar, yet it sits on our doorstep" the uneducated coffee shop uncles will mock you!......Which is why I keep saying, that this AI momentum is unstoppable.......not only that, it will keep growing, and growing, and growing.......Here, for today, I shall entertain with just a few tokkong developments, they are actually right before your eyes........hidden in plain sight, so they said....... ============= AMAT CTO Targets Singapore Robotics Growth Applied Materials CTO sees potential to develop robotics ecosystem in Singapore. Embodied artificial intelligence is the next big inflection point in the AI evolution, and AMAT intends to be front and centre in developing it, said the semiconductor equipment manufacturer' s chief technology officer. https://www.businesstimes.com.sg/singapore/applied-materials-cto-sees-potential-develop-robotics-ecosystem-singaporehttps://www.businesstimes.com.sg/international/global/chinas-first-humanoid-robot-incubator-has-its-eyes-set-south-east-asia-starting-singapore-office Strategic Gains for UMS from AMAT' s Singapore Expansion. AMAT' s expansion into Singapore' s robotics and Embodied AI ecosystem directly strengthens UMS through several key benefits: > Revenue & Order Growth: AMAT is UMS' s primary customer. Anchoring high-growth AI and robotics tech in Singapore directly boosts UMS' s long-term order pipeline. > Value Chain Upgrades: This shift transitions UMS from basic manufacturing toward higher-margin, complex system integration and next-generation R& D capabilities. > Long-Term Security: Embedding high-value technology locally secures UMS' s position in AMAT' s supply chain and mitigates relocation or decoupling risks. ========= KYEC Opens First Overseas Plant in Singapore Taiwanese semiconductor testing leader King Yuan Electronics (KYEC) establishes first-ever manufacturing base outside Taiwan as global chipmakers actively look to diversify their supply chains. It has launched a S$100 million facility in Singapore, creating over 300 jobs to serve booming demand for automotive and high-performance AI products. https://www.edb.gov.sg/en/about-edb/media-releases-publications/kyec-opens-singapore-facility-marking-global-expansion.html KYEC' s Singapore Expansion: Key Benefits for AEM and UMS. KYEC' s S$100 million plant expands the local semiconductor ecosystem, validating Singapore as a key hub for global supply chain diversification and creating direct benefits for both AEM & UMS. > Global Supply Shift: The expansion proves international chip giants are moving testing to Southeast Asia, placing both AEM and UMS in the path of sustained structural spending. > AEM Holdings: Serves as a direct second-order beneficiary due to overlapping technology spaces in advanced semiconductor testing. > UMS Integration: Gains structural advantages from the increased demand for front-end infrastructure needed to feed these expanded back-end plants. ========= Sony & TSMC Form Japanese Joint Venture Sony and TSMC are launching a new joint venture in Japan to develop and manufacture next-generation image sensors for physical AI applications, including automotive and robotics. The partnership merges Sony' s design capabilities with TSMC' s advanced manufacturing, strengthening their existing long-term collaboration. https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/sony-tsmc-plan-new-japan-joint-venture-next-generation-image-sensors?ref=article-see-also Why the Sony-TSMC Venture Matters to AEM and UMS. The Sony-TSMC joint venture creates a major semiconductor supply chain expansion that acts as a powerful macro catalyst for both AEM & UMS. > AEM Holdings: The focus on next-generation edge-AI image sensors for automotive and robotics safety directly drives demand for AEM' s advanced testing technologies. > UMS Integration: Applied Materials (AMAT) heavily supplies both TSMC and Sony. As AMAT equips the new Japan facility, UMS will see a direct order boost for its precision components. ========= What makes Singapore a prime location for semiconductor companies driving innovation? With semiconductors powering the next wave of AI, global players ~ supported by a robust network of local suppliers and partners ~ are expanding operations here and deploying cutting-edge technologies to stay ahead. https://www.edb.gov.sg/en/business-insights/insights/what-makes-singapore-a-prime-location-for-semiconductor-companies-driving-innovation.html Growth Catalyst for AEM and UMS. Singapore' s massive S$30 billion chip expansion acts as a major structural catalyst for both non-named companies, lifting them as critical downstream supply chain partners: > UMS Integration: Massive front-end fab expansions by giants like UMC and VSMC heavily drive orders for manufacturing equipment, directly boosting the pipeline for UMS' s precision components. > AEM Holdings: Singapore' s explicit focus on funding advanced packaging and High Bandwidth Memory (HBM) clustering directly accelerates local demand for AEM' s specialized advanced testing technologies. ========= Foxconn has immense confidence in growth momentum due to AI Taiwan' s Foxconn, the world' s largest contract electronics manufacturer, has immense confidence in its growth momentum because of soaring AI demand. The traditional mid-year seasonal slump for tech suppliers no longer happens, Liu told an annual shareholders meeting in New Taipei, adding that he was very optimistic about the second half of the year. https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/foxconn-has-immense-confidence-growth-momentum-due-ai-chairman-says Foxconn' s AI Surge: Market Catalysts for AEM and UMS. Foxconn' s immense confidence and massive capital expenditure growth in AI servers signal strong downstream momentum, creating powerful ripple effects for both Singapore-listed semiconductor firms: > AEM Holdings: Foxconn' s massive production of Nvidia AI servers requires a high volume of advanced logic chips, directly expanding the addressable market for AEM' s specialized test handlers. > UMS integration: The projected trillion-dollar global spending on AI infrastructure by cloud service providers drives heavy demand for front-end manufacturing tools from UMS' s primary customer, Applied Materials. |
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| 30-May-2026 21:02 |
UMS
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Scaling new HEIGHTS with new catalysts
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Like my favourite quote says, " You can' t see the forest for the trees" ......I am telling you, don' t every day, just keep looking for that one durian tree, and you miss the entire durian plantation altogether.......practically every single day, there are exciting positive news on AI and AI related developments but people just can' t see them......" We look for wealth afar, yet it sits on our doorstep" the uneducated coffee shop uncles will mock you!......Which is why I keep saying, that this AI momentum is unstoppable.......not only that, it will keep growing, and growing, and growing.......Here, for today, I shall entertain with just a few tokkong developments, they are actually right before your eyes........hidden in plain sight, so they said....... ============= AMAT CTO Targets Singapore Robotics Growth Applied Materials CTO sees potential to develop robotics ecosystem in Singapore. Embodied artificial intelligence is the next big inflection point in the AI evolution, and AMAT intends to be front and centre in developing it, said the semiconductor equipment manufacturer' s chief technology officer. https://www.businesstimes.com.sg/singapore/applied-materials-cto-sees-potential-develop-robotics-ecosystem-singaporehttps://www.businesstimes.com.sg/international/global/chinas-first-humanoid-robot-incubator-has-its-eyes-set-south-east-asia-starting-singapore-office Strategic Gains for UMS from AMAT' s Singapore Expansion. AMAT' s expansion into Singapore' s robotics and Embodied AI ecosystem directly strengthens UMS through several key benefits: > Revenue & Order Growth: AMAT is UMS' s primary customer. Anchoring high-growth AI and robotics tech in Singapore directly boosts UMS' s long-term order pipeline. > Value Chain Upgrades: This shift transitions UMS from basic manufacturing toward higher-margin, complex system integration and next-generation R& D capabilities. > Long-Term Security: Embedding high-value technology locally secures UMS' s position in AMAT' s supply chain and mitigates relocation or decoupling risks. ========= KYEC Opens First Overseas Plant in Singapore Taiwanese semiconductor testing leader King Yuan Electronics (KYEC) establishes first-ever manufacturing base outside Taiwan as global chipmakers actively look to diversify their supply chains. It has launched a S$100 million facility in Singapore, creating over 300 jobs to serve booming demand for automotive and high-performance AI products. https://www.edb.gov.sg/en/about-edb/media-releases-publications/kyec-opens-singapore-facility-marking-global-expansion.html KYEC' s Singapore Expansion: Key Benefits for AEM and UMS. KYEC' s S$100 million plant expands the local semiconductor ecosystem, validating Singapore as a key hub for global supply chain diversification and creating direct benefits for both AEM & UMS. > Global Supply Shift: The expansion proves international chip giants are moving testing to Southeast Asia, placing both AEM and UMS in the path of sustained structural spending. > AEM Holdings: Serves as a direct second-order beneficiary due to overlapping technology spaces in advanced semiconductor testing. > UMS Integration: Gains structural advantages from the increased demand for front-end infrastructure needed to feed these expanded back-end plants. ========= Sony & TSMC Form Japanese Joint Venture Sony and TSMC are launching a new joint venture in Japan to develop and manufacture next-generation image sensors for physical AI applications, including automotive and robotics. The partnership merges Sony' s design capabilities with TSMC' s advanced manufacturing, strengthening their existing long-term collaboration. https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/sony-tsmc-plan-new-japan-joint-venture-next-generation-image-sensors?ref=article-see-also Why the Sony-TSMC Venture Matters to AEM and UMS. The Sony-TSMC joint venture creates a major semiconductor supply chain expansion that acts as a powerful macro catalyst for both AEM & UMS. > AEM Holdings: The focus on next-generation edge-AI image sensors for automotive and robotics safety directly drives demand for AEM' s advanced testing technologies. > UMS Integration: Applied Materials (AMAT) heavily supplies both TSMC and Sony. As AMAT equips the new Japan facility, UMS will see a direct order boost for its precision components. ========= What makes Singapore a prime location for semiconductor companies driving innovation? With semiconductors powering the next wave of AI, global players ~ supported by a robust network of local suppliers and partners ~ are expanding operations here and deploying cutting-edge technologies to stay ahead. https://www.edb.gov.sg/en/business-insights/insights/what-makes-singapore-a-prime-location-for-semiconductor-companies-driving-innovation.html Growth Catalyst for AEM and UMS. Singapore' s massive S$30 billion chip expansion acts as a major structural catalyst for both non-named companies, lifting them as critical downstream supply chain partners: > UMS Integration: Massive front-end fab expansions by giants like UMC and VSMC heavily drive orders for manufacturing equipment, directly boosting the pipeline for UMS' s precision components. > AEM Holdings: Singapore' s explicit focus on funding advanced packaging and High Bandwidth Memory (HBM) clustering directly accelerates local demand for AEM' s specialized advanced testing technologies. ========= Foxconn has immense confidence in growth momentum due to AI Taiwan' s Foxconn, the world' s largest contract electronics manufacturer, has immense confidence in its growth momentum because of soaring AI demand. The traditional mid-year seasonal slump for tech suppliers no longer happens, Liu told an annual shareholders meeting in New Taipei, adding that he was very optimistic about the second half of the year. https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/foxconn-has-immense-confidence-growth-momentum-due-ai-chairman-says Foxconn' s AI Surge: Market Catalysts for AEM and UMS. Foxconn' s immense confidence and massive capital expenditure growth in AI servers signal strong downstream momentum, creating powerful ripple effects for both Singapore-listed semiconductor firms: > AEM Holdings: Foxconn' s massive production of Nvidia AI servers requires a high volume of advanced logic chips, directly expanding the addressable market for AEM' s specialized test handlers. > UMS integration: The projected trillion-dollar global spending on AI infrastructure by cloud service providers drives heavy demand for front-end manufacturing tools from UMS' s primary customer, Applied Materials. |
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| 30-May-2026 15:12 |
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Sibei cham.... snakes trying to spread fear again..... PANG SIM LAH! The correlation between U.S. space equities and Addvalue Technologies is asymmetrical. While a Blue Origin operational failure does not hurt Addvalue, a SpaceX public listing acts as a major positive catalyst. This is due to direct operational dependency, sector valuation benchmarks, and institutional fund flows. A bit cheep here but basically it means a KTMB train accident in JB does not mean it will affect our entire MRT system here mah.... 1. Why the Blue Origin Explosion Has No Impact > Zero Launch Dependency: Addvalue' s small-satellite clients rely on SpaceX Falcon 9 rockets, completely bypassing Blue Origin' s unproven New Glenn launcher. > Isolated Failure: Institutional investors view the launchpad explosion as an isolated execution error by one company, not a systemic failure of the satellite communications sector. 2. Why a SpaceX IPO is a Positive Catalyst > Operational Validation: SpaceX commands the primary launch infrastructure that deploys Addvalue' s hardware into orbit. A capital injection there secures Addvalue' s deployment pipeline. > Valuation Benchmarking: A mega-scale SpaceX listing re-rates the entire space sector. This sets a highly favorable valuation ceiling just as Addvalue prepares its own U.S. Nasdaq spin-of...... For those detractors who anyhow talk about Addvalue&rsquo s status, go figure out what a Nasdaq valuation means. > Institutional Capital Flows: The IPO will draw massive institutional liquidity to the sector. Fund managers seeking profitable, revenue-generating space targets will naturally screen for profitable counters like Addvalue. |
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| 30-May-2026 14:46 |
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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Been very busy with all my tech and AI-related stocks, that' s where my payments for my intended GCB will or can come from...... This was what I wrote in the AEM thread, but it was largely ignored, and not picked up, except by JurongWest...... https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock.......two days later, it ran, but people was still wondering, " What Happened ?" .... aragosta ( Date: 25-May-2026 15:13) Posted:
Now we have another confirmation via Seatrium' s .... one passage is very telling, go read and figure it out .... not going to spoonfeed you... Soon it will be this order: Sembcorp, Seatrium, Keppel, YZJSH, in that order, but I don' t know if it top to bottom , or bottom up.... or simultaneously........ Seatrium eyes S$28 billion in project opportunities amid global race for energy security. The company' s order book stands at S$15.5 billion as at end-March. https://www.businesstimes.com.sg/companies-markets/seatrium-eyes-s28-billion-project-opportunities-amid-global-race-energy-security?ref=pulse
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| 29-May-2026 11:34 |
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These are not AI generated info, but taken from media or financial blogs......if you are too busy, just read the passages here, no need to open the links, and if you are too lazy still, just read the highlights........remember, lazy never makes money....... always dyodddd........ ======= The 2 Segments Powering Addvalue Technologies FY2026 Growth. In this episode, we explore the annual performance of Addvalue Technologies during FY2026 as the group hits significant milestones. We look at the primary engines behind their current expansion and how a focused business transformation is paying off. &bull Discover how high demand for satellite terminals is fueling growth across the space industry &bull Learn about the advanced radio technology capturing interest in the anti drone and sensing markets &bull Hear about a proposed corporate spin off that aims to unlock further potential for their satellite communications business https://www.youtube.com/watch?v=HAnXYo6n9jY From Turnaround to Space Tech Powerhouse: Navigating the Multi-Billion Dollar Satellite Boom. If Addvalue successfully spins off its high-margin IDRS unit into US markets, it will secure the capital needed to transition from a small-cap turnaround into a mid-tier space tech powerhouse. Maintaining its projected 30% annualized revenue growth trajectory positions Addvalue perfectly to capture the fast-growing global satellite data relay market. By anchoring operations in the US, the firm gains a direct gateway to lucrative defense, aerospace, and commercial infrastructure contracts, transforming its long-term valuation potential. https://www.businesstimes.com.sg/companies-markets/addvalue-tech-ends-20-3-higher-h2-earnings-surge Maybank Raises Addvalue Target to 34 Cents on Earnings Beat Maybank Securities analyst Jarick Seet has raised his target price for Addvalue Technologies to 34 cents from 31 cents following full-year results that exceeded expectations. Driven by strong growth momentum, the company is also expanding infrastructure to double production capacity and planning a spin-off of its IDRS business in the United States. https://www.theedgesingapore.com/capital/brokers-calls/maybanks-seet-raises-target-price-addvalue-34-cents-following-better-expected FY Earnings Skyrocket 147% on Surge in Core Tech Revenues Addvalue Technologies delivered an exceptional financial performance for FY2026 ended March 31, with net earnings skyrocketing by 147.5% year-on-year to hit US$4.8 million. This massive bottom-line growth was supported by a powerful 59.9% year-on-year surge in total revenue, which reached US$24.8 million. The stellar top-line performance was primarily propelled by the unrelenting growth momentum within the company' s core space connectivity (SPC) and advanced digital radio (ADR) business segments throughout the financial year. https://www.theedgesingapore.com/capital/results/addvalue-technologies-fy2026-earnings-surge-1475-y-o-y-us48-mil US$23.1M Order Book Secures Powerful Revenue Visibility for FY2027 Addvalue Technologies has locked in a robust order book of US$23.1 million as of March 31, providing exceptionally strong revenue visibility for the upcoming year. This massive order backlog compares highly favorably to the company' s full-year FY2026 revenue of US$24.8 million. Management expects to substantially fulfill these orders within FY2027, guaranteeing a highly predictable and secure revenue stream that underpins its near-term financial growth. https://www.moomoo.com/community/feed/addvalue-technologies-fy2026-earnings-surge-by-147-5-y-o-116629049114630 Accelerating Core Businesses Drive Robust Order Book Expansion The company' s robust order book is primarily fueled by accelerating growth across its core business segments. In the Space Connectivity sector, momentum continues with steady orders for inter-satellite data relay system (IDRS) terminals and data connectivity services, driven mostly by high-demand markets in the US and Japan. Simultaneously, the Advanced Digital Radio (ADR) segment provides a reliable revenue stream by supplying reconfigurable embedded modules to a major local technology company. https://sg.finance.yahoo.com/news/addvalue-technologies-fy2026-earnings-surge-201821166.html Addvalue Significantly Undervalued Despite Stellar 147% Earnings Growth Addvalue Technologies demonstrates strong indicators of being undervalued relative to its fair value and future prospects. As of May 28, 2026, the stock trades at 20% below its estimated fair value and significantly below its future cash flow value. Looking ahead, analyst forecasts remain highly optimistic, projecting that earnings will continue to expand at an impressive rate of 40.41% per year, suggesting the market has not yet fully priced in the company' s high growth trajectory. https://simplywall.st/stocks/sg/tech/sgx-a31/addvalue-technologies-shares https://sg.finance.yahoo.com/news/asian-market-value-stocks-3-223446958.html Addvalue Targets US Expansion Explores Strategic Options Addvalue Technologies is taking aggressive steps to unlock the full market value of its Inter-Satellite Data Relay System (IDRS) business. To accelerate growth and capture the massive US market, the company has formed a dedicated working team alongside external professional advisors to explore the following capital market strategies: Partnering with key US aerospace and satellite players Pursuing mergers and acquisitions to scale rapidly Positioning: Restructuring or optimizing business value for global investors. https://sg.finance.yahoo.com/news/addvalue-exploring-strategic-options-grow-170124707.html |
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| 29-May-2026 08:49 |
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I posted this in the AEM thread, but the message is the same, the AI train is before you and it is here to stay ...... it is more scary than a bullet train, missed it, it will flash pass you completely..... but like a bullet train, it will stop at a station once in a while, it will require maintenance stop once in a while ..... that' s when you will have an opportunity to to get on board..... the unstoppable momentum of the AI train, once it starts again...
=========== Don' t Miss This Video: The Profound Message Behind the AI Boom https://www.youtube.com/watch?v=TNLSxtxyB2U There is an absolute, unstoppable AI capital train barreling ahead, and it will not stop for anyone (0:37). If you want to ride this wave and stay invested, you must ruthlessly shut out the noise. Block out the bitter detractors suffering from a deep " wealth-hating mentality" (仇 富 心 理 ). Driven entirely by financial regret, these people either completely missed the boat or sold out way too early. Unable to handle their own regret while watching forward-thinking investors (who stayed invested) win, they weaponise their bitterness. They aggressively plant seeds of doubt just to soothe their own egos and ensure you fail where they did. Their toxic mentality is simple: If I can' t have it, neither can you. Look past their sabotage, lock into the real capital flow, and secure your position (5:29).
Here is why the macro shifts discussed in this video matter to you: (As I said, it is a very simple video but the message is profound.......) Singapore Semiconductor Ambitions: AEM' s Strategic Expansion
The video uncovers how Singapore' s AEM Holdings is aggressively expanding into San Diego, California to secure a stronghold in the global AI boom (0:59). To survive a massive surge in AI chip demand, semiconductor ecosystem players must rapidly pivot from traditional backend testing to highly advanced, system-level engineering. (Note: The video is in Mandarin, but you can follow along easily with English subtitles).
Why AEM is the Key Actor
> The Unforgiving Speed of the AI Train: Development cycles have shrunk dramatically (1:33). Companies must now bypass traditional buffer periods and move straight from design to immediate mass production (4:20). > Assembling the Parachute While Falling: The pressure is immense. Testing firms must adopt a " solve on the go" approach, fixing design weaknesses mid-air to avoid halting global AI chip production (4:24). > Proximity to Innovation: Expanding to California taps directly into specialized US military-grade and aerospace engineering talent to solve extreme physical limits, ultimately driving a massive leap in global capacity (1:16). Crucial Lessons We Can Learn
> Agility Trumps Perfection: Waiting for a flawless product design before scaling is a dead business model (4:11). Success belongs to those who make rapid, real-time adjustments on the factory floor(4:24). > Move Up the Value Chain: Firms must abandon slow, legacy manufacturing. Surviving the AI wave requires an aggressive pivot to high-margin, advanced system testing. > Go Where the Talent Is: Staying competitive means looking beyond local borders (1:12). Companies must plant operations exactly where global technological breakthroughs and heavy capital collide. |
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| 29-May-2026 08:32 |
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Don' t Miss This Video: The Profound Message Behind the AI Boom
https://www.youtube.com/watch?v=TNLSxtxyB2U There is an absolute, unstoppable AI capital train barreling ahead, and it will not stop for anyone (0:37). If you want to ride this wave and stay invested, you must ruthlessly shut out the noise. Block out the bitter detractors suffering from a deep " wealth-hating mentality" (仇 富 心 理 ). Driven entirely by financial regret, these people either completely missed the boat or sold out way too early. Unable to handle their own regret while watching forward-thinking investors (who stayed invested) win, they weaponise their bitterness. They aggressively plant seeds of doubt just to soothe their own egos and ensure you fail where they did. Their toxic mentality is simple: If I can&rsquo t have it, neither can you. Look past their sabotage, lock into the real capital flow, and secure your position (5:29).
Here is why the macro shifts discussed in this video matter to you: (As I said, it is a very simple video but the message is profound.......) Singapore Semiconductor Ambitions: AEM' s Strategic Expansion
The video uncovers how Singapore' s AEM Holdings is aggressively expanding into San Diego, California to secure a stronghold in the global AI boom (0:59). To survive a massive surge in AI chip demand, semiconductor ecosystem players must rapidly pivot from traditional backend testing to highly advanced, system-level engineering. (Note: The video is in Mandarin, but you can follow along easily with English subtitles).
Why AEM is the Key Actor
> The Unforgiving Speed of the AI Train: Development cycles have shrunk dramatically (1:33). Companies must now bypass traditional buffer periods and move straight from design to immediate mass production (4:20). > Assembling the Parachute While Falling: The pressure is immense. Testing firms must adopt a " solve on the go" approach, fixing design weaknesses mid-air to avoid halting global AI chip production (4:24). > Proximity to Innovation: Expanding to California taps directly into specialized US military-grade and aerospace engineering talent to solve extreme physical limits, ultimately driving a massive leap in global capacity (1:16). Crucial Lessons We Can Learn
> Agility Trumps Perfection: Waiting for a flawless product design before scaling is a dead business model (4:11). Success belongs to those who make rapid, real-time adjustments on the factory floor(4:24). > Move Up the Value Chain: Firms must abandon slow, legacy manufacturing. Surviving the AI wave requires an aggressive pivot to high-margin, advanced system testing. > Go Where the Talent Is: Staying competitive means looking beyond local borders (1:12). Companies must plant operations exactly where global technological breakthroughs and heavy capital collide. |
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| 28-May-2026 03:53 |
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Please la! Haidelo Steamboat. McDonald delivery on a bicycle. No comparison la! Do you really know what is the business that AVT is going to list in Nasdaq? Like, really really know? If want to compare, at least use Creative Technology la, IPO US12 bucks, more than five times overscribed, eight years later reached as high as US$50. Do more research before hooting people la. Negative posts are welcome, but must be fair comment mah. You already make your money. Let the next guy who bought 0.19 from you, make his money please. Don' t keep on talking negative. and btw, of course I know what business Grab and SEA do, I m juz being sarcastic making a point.
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| 27-May-2026 16:35 |
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At the coffee shop last nite, the uncles also gave me a thick report on AVT, which they said was from the mafia chiefs i looked through, wow, full of revelations and informations...... but it was too much andI know people here don' t like to read such thick report So, I throw into an AI communication box, and asked it to summarise..... so I m posting this summary (with the heading of the report..... (please you ask Google e AI, they can' t or won' t be able to give you this heading), which already tells you a lot. I will post the important parts of the report, if there' s enough long term interests Otherwise really a waste of effort and time ========== Riding the SpaceX Wave: Addvalue' s NASDAQ Flight Path Addvalue is strategically positioning itself for significant growth as a high-conviction space sector proxy, primed to benefit from increasing investor interest in the industry. The upcoming SpaceX IPO is expected to lift its valuation as a space sector proxy. The company is spinning off its space unit (AVS) into a NASDAQ-listed subsidiary, leveraging its proprietary IDRS terminal technology and a partnership with Inmarsat to build a strong competitive advantage in satellite connectivity and defense drones. Financially, the firm has zero debt and high margins, with a focus on reinvesting cash into a substantial order book, particularly within the satellite connectivity and defense drone sectors. |
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| 27-May-2026 15:12 |
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WOW, wow.... mercenaries, whether contrarians or shortlists, gave me a " dislike" rating wor..... come on, I was just trying to give u a reality check, you can choose not to believe me mah, AS I ALWAYS ADVISE EVERYBODY.... but you can' t run away from something that is a truth happening..... you think when the gangsters open table and show their faces here, the stock suddenly ran from the Cha Cha Cha price of 0.13+ to 0.19+ in TWO DAYS is mere coincidence?..... whatever that floats your boat lor.... I don' t want to argue with anyone on that, very tired.... but I' ll let you interpret what the coffee shop uncles were shouting last nite, as they kept opening more and more beer bottles...... they spoke in Hokkien , and my hokkien is not very good, so you have to make out what they were trying to say..... " This time ho sey liao.. ....anyhow throw the line, sure got fish ah, one by one tio kee lai, boh fish, also got prawn, sotong, sometimes lobsters even..... wa, gonna have si bei many happenings! when EGM is called and shareholders passed Nasdaq listing resolution, price will bam bam bam! when AVT submits formal application to US regulatory authority, price will bam bam bam! when AVT meets Nasdaq market valuation and gets approval, price will bam bam bam! when AVT announces they have raise capital at a much higher premium in the US market, price will bam bam bam! when SpaceX IPO on June 12, next month wor, price will bam bam bam! when AVT becomes Tier1 supplier to major US defense primes and commercial space gaints, price will bam bam bam when T-linked company announces strategic commercial partnership (using AddValue' s IDRS hardware for its upcoming satellite constellations), price will bam bam bam! when garment says to AVT, come come, we want to give you contracts, price will bam bam bam! when AVT announces more than stellar first half and full year earnings, price will bam bam bam! when AVT starts giving dividend payout for the first time, price will bam bam bam!!!!!!!!!!" believe or unbelieve up to you lor..... but I tell you something, tomorrow 9.30 to 10.30 price may come down, then that time how you want to act, up to you lor...... I myself also don' t know..... but what I know is that you shouldn' t be saying, 20 is coming, or 20 is next, or going to reach 20 soon.....you should be shouting " 30 is inevitable" (if NO Iran bommbings or no nuclear war lah!).... but the coffee shop uncles are even more daring, they were shouting " No 60 No Sell!" last nite..... don' t know if they shouting " cents" or " sens" ! As you know, the coffee shop uncles are mostly uneducated and can' t read charts or balance sheets.... so dyodddd please!
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| 26-May-2026 17:26 |
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Shiok. The short squeeze juice was damned tasty.... shorties will never learn. They think they are smart, but all they look is the high price to short. I once wrote, they may win 5 times 6times 7 times, but all it needs is one time for them to lose every thing....... and for those who taste profits after selling, congrats but juz move on and don' t linger around.... For those shorties, please stay behind, we need you to help squeeze more juicy stuffs... | |||||
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| 26-May-2026 14:19 |
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Let me carry on with my coffee shop story....... as I said, the mafia people got no patience to wait for the stock to be listed in NASDAQ which take quite a long while........ so there must be another compelling reason for them to be involved lah, what it is up to u to believe.......but but BUT! ......for those who believe in the fundamentals, this Nasdaq listing is a very strong catalyst itself, and this is no kuching kurang or benda kecil matter .........so, you must be patient, but when it comes, at every stage, like the coffeeshop uncles said, the price will " bam bam bam!" ============ Addvalue' s Nasdaq Listing Roadmap Addvalue Technologies Ltd is executing a cross-border spin-off of its satellite communications arm, Addvalue Solutions (AVS), for a proposed listing on the Nasdaq Capital Market. The parent company intends to retain a controlling interest of at least 51%. Phase 1: Current Status & Local Clearances > SGX Consultation (April 2026): Addvalue applied for and successfully received clearance from the Singapore Exchange (SGX), confirming the transaction complies with local " chain-listing" rules. > U.S. Application Status: Addvalue has not yet submitted formal application papers to U.S. authorities. Therefore, U.S. regulatory approvals have not been granted, and the timeline countdown has not started. Phase 2: Next Steps & The EGM Timeline Before heading to Wall Street, Addvalue must finalize local shareholder approval: > Circular Issuance: The company is currently drafting a detailed restructuring circular. > EGM Notice: Once finalized, Addvalue will distribute the circular and issue a 14-day notice to call an EGM. > Shareholder Vote: Investors must pass a majority resolution at the EGM to authorize management to submit the formal U.S. regulatory applications. Phase 3: U.S. Regulatory Procedures & Timeline (6&ndash 8 Weeks) Once shareholders approve the mandate and official filings are submitted, the SEC and Nasdaq process takes 6 to 8 weeks to reach the final listing day: [ Weeks 1&ndash 3 ] Formal Application & SEC Form F-1 Pre-Filing -> Nasdaq reviews corporate governance and financial criteria. -> SEC reviews investor disclosure adequacy. [ Week 4 ] Regulatory Comment Letters -> Regulators issue formal feedback demanding clarifications. [ Weeks 5&ndash 6 ] Revisions & Amendments -> Addvalue submits amended F-1 filings to resolve comments. [ Week 7 ] Nasdaq Valuation Notice & SEC Effectiveness -> Nasdaq confirms the asset meets minimum market value thresholds. -> SEC declares the registration statement effective. [ Week 8 ] IPO Pricing & Official Nasdaq Bell Ringing -> Shares are priced, capital is raised, and trading begins |
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