Latest Posts By aragosta
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| 10-Mar-2026 16:53 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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THIS IS VERY SCARY 2.0..... I mean, the speed at which AI is evolving and revolving....... .Just to give you an example - by the time you finished reading this post, the information here would have been irrelevant and obsolete....... AI has not only become more sophisticated and faster, moving in micro-seconds, it has become more intelligent........AND PRODUCTS OR COMPANIES THAT ARE OF RELEVANCE OR " USEFUL" TO AI-CENTRIC DEVELOPMENT & ADVANCEMENT WILL BENEFIT IN THE WAYS YOU WOULD NEVER IMAGINE....... and Ah tong was laughing at the coffee shop uncles for suggesting that AEM could be a $8 stock.......very scary........ ====== As of today, reports indicate that the U.S. and Israel are indeed using sophisticated AI tools to track and target Iranian leadership, which has already led to the deaths of dozens of high-ranking officials. The Use of AI in Tracking Leaders
Are these AI tools really REALLY effective? The effectiveness of these AI tools has already been demonstrated during the first 10 days of the conflict:
US' s AI-assisted tools can process radar data and intercepts to map secret underground bunker networks. https://www.facebook.com/WIONews/posts/reports-suggest-the-us-could-use-ai-to-track-irans-supreme-leader-following-the-/1270694058503099/ Inside the Code: Cyber Assassins https://sundayguardianlive.com/world/inside-the-code-cyber-assassins-174680/#:~:text=There%2C%20Tehran' s%20streets%20became%20numbers,ease%20or%20scanned%20their%20surroundings. FPRI Experts React : Understanding the Third Gulf War https://www.fpri.org/article/2026/03/fpri-experts-react-understanding-the-third-gulf-war/#:~:text=On%20the%20morning%20of%20February,launch%20ballistic%20missiles%20at%20Israel. US intelligence agencies use AI' s tools to hack Tehran' s traffic cameras and mobile networks over the years to monitor Ayatollah Ali Khamenei before he was killed in a targeted strike. https://www.youtube.com/watch?v=IAJste3Qfig What is the PrSM missile that the US used for the first time in Iran https://www.aljazeera.com/news/2026/3/6/what-is-the-prsm-missile-that-the-us-used-for-the-first-time-in-iran THIS IS VERY SCARY 2.0...... I mean, the speed at which AI is evolving and revolving....... .Just to give you an example - by the time you finished reading this post, the information here would have been irrelevant and obsolete........ AI has not only become more sophisticated and faster, moving in micro-seconds, it has become more intelligent.... AND PRODUCTS OR COMPANIES THAT ARE OF RELEVANCE OR " USEFUL" TO AI-CENTRIC DEVELOPMENT & ADVANCEMENT WILL BENEFIT IN THE WAYS YOU WOULD NEVER IMAGINE....... and Ah tong was laughing at the coffee shop uncles for suggesting that AEM could be a $8 stock..... very scary.... ====== As of, reports indicate that the U.S. and Israel are indeed using sophisticated AI tools to track and target Iranian leadership, which has already led to the deaths of dozens of high-ranking officials. The Use of AI in Tracking Leaders
Are these AI tools really REALLY effective? The effectiveness of these AI tools has already been demonstrated during the first 10 days of the conflict:
While the leadership is extremely vulnerable, they are attempting to adapt by using decentralized command structures and moving into hardened underground bunkers that are resistant to standard strikes. US' s AI-assisted tools can process radar data and intercepts to map secret underground bunker networks. https://www.facebook.com/WIONews/posts/reports-suggest-the-us-could-use-ai-to-track-irans-supreme-leader-following-the-/1270694058503099/ Inside the Code: Cyber Assassins https://sundayguardianlive.com/world/inside-the-code-cyber-assassins-174680/#:~:text=There%2C%20Tehran' s%20streets%20became%20numbers,ease%20or%20scanned%20their%20surroundings. FPRI Experts React : Understanding the Third Gulf War https://www.fpri.org/article/2026/03/fpri-experts-react-understanding-the-third-gulf-war/#:~:text=On%20the%20morning%20of%20February,launch%20ballistic%20missiles%20at%20Israel. US intelligence agencies use AI' s tools to hack Tehran' s traffic cameras and mobile networks over the years to monitor Ayatollah Ali Khamenei before he was killed in a targeted strike. https://www.youtube.com/watch?v=IAJste3Qfig How did US find Ayatollah Ali Khamenei' s exact location in Iran?https://www.hindustantimes.com/world-news/us-news/how-did-us-find-ayatollah-ali-khamenei-s-exact-location-in-iran-101772368324347.html#google_vignette What is the PrSM missile that the US used for the first time in Iran https://www.aljazeera.com/news/2026/3/6/what-is-the-prsm-missile-that-the-us-used-for-the-first-time-in-iran |
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| 08-Mar-2026 20:20 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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THIS IS VERY SCARY.... This is not science friction or a Trump' s joke.... AI can now use facial recognition to track down a person. So all US military needs to do now is to feed a facial image and bio data into their servers and they can track where that person is, no need GPS or other tracking device. So every Iranian leader is a sitting duck.... this goes to show how fast AI has evolved just over the one week since the start of the conflict.. very scary, I mean, to know the potential of how AEM price can move eventually, when its service is so critically needed.... On a serious note, the market is beginning to recognise AI relevant stocks like AEM, UMS as generational stocks.../ meaning stocks that you buy and keep.... for your children and grandchildren because when the " time" comes, it' s price will be exponentially explosive... Trump raises prospect of killing all its potential leaders https://japantoday.com/category/world/israel-iran-trade-more-blows-iranian-president-draws-criticism-at-home-for-apologyhttps://www.marketscreener.com/news/trump-rejects-settling-iran-war-raises-prospect-of-killing-all-its-potential-leaders-ce7e5fd9db8df121 Transforming criminal investigations with AI-enabled facial recognition https://policinginsight.com/feature/transforming-criminal-investigations-with-ai-enabled-facial-recognition/ please note these are gangsters unbelievable views, dyoddd please |
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| 08-Mar-2026 18:13 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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I am dismayed by investors complaining about falling share prices and blaming President Trump, failing to see the necessary, bold action taken against a state sponsor of terrorism that harasses maritime trade. If you lack " iron hands" to hold through volatility and only possess " toilet paper hands," you should not be in the stock market as the saying goes, " if you cannot take the heat, get out of the kitchen." In this instance, you have to ask yourself would you want this FOREVER TERROR and FOREVER INSTABILITY created by Iran to go on FOREVER? We are lucky to have a man like Trump who is willing to take this bold step to end this period of instability by attacking Iran. The question you must ask yourself is, IF NOT TRUMP, THEN WHO? IF NOT NOW, THEN WHEN? Instead of cursing the US and its allies, one should support a decisive victory to eliminate the FOREVER TERROR and FOREVER INSTABILITY caused by Iran, which will ultimately stabilize the region and the markets. A failure to act risks a scenario worse than September 11, resulting in a severe, long-term market crash. With a secure post-conflict victory, the Middle East will be safer, allowing maritime companies like Yangzijiang Shipbuilding to operate without fear and uncertainty. Read this https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock And then read the following, and you will soon realise that the Middle East and its waterway network will be a safer place to travel and trade after all this is over, provided victory is secured by Trump and his allies. In SGX, it is safe to say that many maritime companies such as our Yangzijiang Shipbuilding will be operating with confidence and optimism&hellip ..and I will happily add Yangzijiang Maritime as well, potentially on its way to becoming a one dollar stock. ============ Since the 1979 Iranian Revolution, the world' s most critical waterways ~ the Strait of Hormuz, the Persian Gulf, and the Red Sea ~ have been held hostage by the Iranian regime and its proxies, like the Houthis. By launching Operation Epic Fury, President Trump is taking a bold, necessary stand to end this era of maritime terror and chronic instability once and for all. A decisive victory by the United States and Israel ~ one that effectively dismantles the regime and its cronies ~ would replace FOREVER WAR with a FOREVER PEACE. This mission represents the only viable path to permanently securing the world' s most vital shipping lanes. Under President Trump' s leadership, we have a historic and unique window to end these maritime nightmares, slash global shipping costs by crashing insurance premiums, and finally allow vessels to traverse these waters without fear. By neutralizing the primary sources of global disruption, this VICTORIOUS PEACE will transform the region into a stable global hub. For the first time in decades, the Persian Gulf, the Red Sea, the Straits of Hormuz and the Suez Canal will serve as safe, open arteries for world trade, free from the shadow of state-sponsored harassment. Here is how that optimistic vision could realistically unfold:
In this scenario, the total neutralization of hostile actors creates a security vacuum filled by stability, allowing the Suez Canal and the Gulf to function as the safe, efficient arteries of global trade they were meant to be. |
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| 08-Mar-2026 00:17 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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President Trump&rsquo s stern message to his country&rsquo s tech leaders, " We have to lead in AI. We have to win in AI, it&rsquo s critical for our economy, critical for our national defence, critical for our security. The nation that leads in AI will be the military super power. That has been and must remain the United States of America." https://www.youtube.com/watch?v=Ovd1neqpWfU The first AI War: the astonishing pace at which targets are generated, approved and carried out in the current war is " faster than the speed of thought." https://www.ynetnews.com/tech-and-digital/article/sjksd11ikbg#google_vignette ==================== If you haven' t realized by now, this conflict is very much an AI-driven fight, characterized by the unprecedented integration of artificial intelligence into every stage of the military attack chain ~ from intelligence gathering to target selection and strike execution. There is no guessing who holds superiority in this arena. When you consider the companies and businesses relevant to this AI phenomenal revolution, you can sense the immense opportunities that will arise once a victorious peace is achieved through this lightning technological advancement. In this regard pertaining to our Stock Market, I gonna to keep it as low key as possible and give you a simple structured summary that combines the tactical role of AI in modern conflict with the specific investment opportunities and recovery potential within the SGX. I. The Rise of AI-Driven Warfare AI has evolved from a back-end tool to the central engine of the military strategy chain, significantly compressing the time between target identification and engagement. ~ Smart Targeting: Systems like THE GOSPEL process use AI to scan through massive amounts of intelligence data - like phone records and satellite photos - to find and create lists of targets at a scale previously impossible for human analysts. ~ Self-Acting Weapons: Computer vision and AI-enhanced sights allow drones and precision weapons to track and strike with minimal human input, bypassing traditional jamming. ~ High-Speed Decisions: In the current AI DRIVEN WARFARE, things happen so fast that they outpace how quickly a human can think and react. Because of this, commanders use AI to help them understand the battlefield and make split-second choices in real time. ~ Supply Lines and Online War: AI is used behind the scenes to make sure troops get the supplies and ammo they need exactly when they need them. It is also used to power disinformation campaigns through deepfakes and automated bots. II. Critical SGX AI & Infrastructure Stocks For investors, the most significant opportunities lie in companies providing the physical and technical foundation for AI. 1)Semiconductor Supply Chain ~ AEM Holdings and UMS Integration stand to benefit from the U.S. military' s increasing reliance on AI-enabled warfare and high-performance computing, though they are primarily " second-order" beneficiaries. As key suppliers to U.S. semiconductor giants like Intel and Applied Materials, any surge in military demand for advanced chips directly drives their business opportunities. ~ AEM Holdings : a) AI Test Solutions: AEM provides high-performance testing for AI chips. b) Military Demand: Increased use of AI in missile strikes and autonomous drones creates a high-volume manufacturing need for the very chips AEM tests. c) Strategic Customers: AEM serves strategic Defence and Space customers and is a critical partner for Intel, which is expanding U.S.-based manufacturing for national security. d) It is important to note that even before the Epic Fury war, AEM has guided for over 50% year-on-year growth in AI semiconductor sales by 2026. ~ UMS Integration: a) Precision Engineering: UMS manufactures front-end components for semiconductor equipment. b) AI Tailwinds: Analysts have raised target prices for UMS, citing AI-driven tailwinds as the U.S. prioritizes AI-ready hardware. c) Aerospace Exposure: Beyond chips, UMS has an aerospace segment providing precision machining, which can pivot toward military aviation d) It is important to note that even before this Epic Fury war, UMS already benefits from record global spending on fabrication equipment, which is expected to reach US$400 billion by 2027. It is ramping up production for key AI-focused customers. 2) Data Centers & Power Infrastructure ~ Singtel: Its Nxera data center arm and the RE:AI GPU-as-a-service platform directly serve the scaling needs of AI clients. ~ Keppel DC REIT: Offers pure-play exposure to AI-ready data center facilities globally. ~ Sembcorp Industries: A vital utility provider, powering a significant portion of Singapore' s energy-intensive data centers. III. Post-Conflict Recovery Potential & Business Opportunities 1) Market Recovery and Sector Resilience ~ The Victorious Peace Snap-Back: Historically, financial markets exhibit significant resilience during geopolitical shifts the S& P 500 has trended higher one year after the onset of conflict in 70% of historical cases. A resolution in favor of the U.S. and its allies would likely trigger a sharp market recovery, particularly within the technology and defense sectors. ~ Counter-Cyclical Protection: The Pentagon' s mandate to transition into an AI-first fighting force ensures a sustained, high-budget demand for advanced semiconductors. This long-term military commitment provides AEM and UMS with a buffer against the typical boom-and-bust cycles of the consumer electronics market. 2) Regional Rebuilding and AI Infrastructure ~ Restoration of Digital Infrastructure: With critical data centers across the Middle East damaged or destroyed during recent hostilities, a post-conflict era will require a massive reconstruction effort. ~ The Middle East AI Zone: A U.S.-aligned victory would likely accelerate initiatives like Saudi Arabia' s AI Zone. This regional digital transformation will demand hundreds of thousands of advanced U.S. chips, directly benefiting the specialized testing and precision manufacturing services provided by UMS and AEM. 3) Strategic Dominance and Supply Chain Security ~ Cementing Western Alliances: A decisive technological lead in AI-enabled warfare would solidify the dominance of Western-aligned supply chains. This integrates SGX-listed firms deeper into the ecosystems of U.S. giants such as Intel, NVIDIA, AMD, Applied Materials, and Lam Research. ~ The Geopolitically Safe Alternative: As the U.S. secures its technology pipelines, AEM and UMS' s facilities in Singapore and Malaysia serve as vital, low-risk alternatives to China-based manufacturing. This positioning makes them preferred long-term partners in a restructured, secure global tech corridor. |
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| 27-Feb-2026 12:41 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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In mid January when I started this AI journey , price of AEM was only around 1.70..... some bro hope that it would reach 2 soon..../ this was the gangsters response.... I hope he didn' t throw when AEM hit the miserable 2....... as I wrote in one post, the coffee shops uncleshave been shouting no $8 no sell..... I wonder what they really meam......hope they were not drunk ......
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| 27-Feb-2026 09:36 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Smashed thru 2.50, crushed 2.60, now attacking 2.80!!!!!! .....can almost smell the Tea Brew Liao!!!!! Just read thru all my notes below..... the lobangs are alll there !!!!!
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| 26-Feb-2026 18:01 |
UMS
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Scaling new HEIGHTS with new catalysts
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To those serious investors of UMS, if you want to know more of the latest views and news developments or personal views of UMS, you can go this this thread..... I have written extensively on the fundamental shifts, the catalytic developments and the benefits that it will have from the AI boom, and potentially from the 2026 budget, plus black market views... it is very difficult for me to post, need a few hundred clicks, just to make a single post.... so that' s why I often combined various stocks into one thread if they share similar business profiles... https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& recordCount=40 |
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| 26-Feb-2026 14:36 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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If u want to play AEM, go for long term, and ignore the current fundamental data and figures... they' re irrelevant.......I say again....FOUR is not a joke! And we are talking about short term to mini mid term only..... same as UMS, FOUR is not playing a fool, next week will be its turn to shine, pity those who throw away their bonus shares.... literally throw away!!! AEM' s Turnaround Story When investors buy a stock like AEM Holdings despite a high P/E, low yield, and low NAV (trading well above book value), they are not looking at what the company is today, but what it will become tomorrow. They are discounting the present to price in a high-conviction growth story. They are trading current income for a structural turnaround centered on AI integration and the semiconductor industry' s cyclical recovery. Why Investors Are Buying AEM (The " Turnaround Story" ) 1. Forward Earnings Pivot Investors ignore the Trailing P/E (past performance) and focus on the much power Forward P/E. They are betting that projected earnings for 2026/2027 will surge, making today' s " expensive" price a relative bargain. 2. Structural Turnaround AEM is transitioning from a cyclical slump to a growth phase. The market rewards the inflection point ~ the moment a company proves the " worst is over" ~ more aggressively than the actual profit numbers themselves. 3. AI & HPC Revenue Ramp AEM' s shift toward High-Performance Computing (HPC) and AI customers validates its technology. This provides a " pick and shovel" play for the AI boom, which carries a higher valuation premium than legacy business. Investors are betting that demand for their advanced testing equipment will skyrocket. (Please read below all my notes on AEM, which I took so much trouble to sneak out the middle of the night to steal from those coffee shops and mafia&rsquo s vaults) 4. Expansion into New Markets The validation of AEM' s Memory Test capabilities opens a massive new revenue stream. Success in the Memory Test segment represents a massive expansion of the company' s Total Addressable Market (TAM), which is not yet reflected in the current low NAV or Book Value. Investors are pricing in this future dominance before the revenue fully hits the balance sheet. 5. Signal of Confidence Despite the low dividend yield, the resumption of payouts is a strategic signal. It confirms management' s confidence in cash flow stability and indicates that the worst of the cyclical downturn has passed, and is confident enough in the 2026 outlook to return capital to shareholders. 6. Operating Leverage & Margins As a high-tech manufacturer, AEM possesses significant operating leverage. Once fixed costs are covered, a recovery in sales volume leads to an exponential increase in net profit margins. Investors are buying in anticipation of this margin expansion. 7.Intagible Value A low NAV relative to price suggests the market is valuing intellectual property and " moats" over physical assets. Investors are paying for AEM' s proprietary testing technology, which is not easily captured on a traditional balance sheet
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| 26-Feb-2026 08:58 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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The gangsters are really unbelievable..... Five is no longer a dream,it was never a joke.... if u follow the legends of the Azure Dragon, you will be able to fullfill your destiny....... together HUAT AH!!!! more stories to come why it is getting more successful and powerful....... DONT keep on being so obsessed with just their order wins,,,,,. Every story is sending a powerful message....like the amazing Hongyuan Project....
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| 25-Feb-2026 14:53 |
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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Continuing the phenomenal journey of the mighty Azure Dragon......and if u are in this endless journey together, unlimited huats await you.......
The Strategic Might of the Azure Dragon of the Yangtze: The Yangzi Hongyuan Project (扬 子 弘 远 ) The Yangzi Hongyuan Project represents the most significant strategic leap in the history of Yangzijiang Shipbuilding. It is the primary engine designed to transition the group from a conventional shipbuilder into a global leader in high-tech, clean-energy maritime engineering. It is gonna be is the definitive catalyst for Yangzijiang Shipbuilding in the very near future. 1. Meaning of the Name: 扬 子 弘 远 The name combines the group' s heritage with a bold vision:
2. A Strategic " Game-Changer" Hongyuan is designed to break industry barriers:
3. Operational Excellence & Global Prominence Hongyuan provides the infrastructure to achieve world-class status:
The Potential Huat Impact The Yangzi Hongyuan Project is the bridge between Yangzijiang' s successful past and its high-tech future. By combining the scale of a Tier-1 Chinese yard with the sophistication of a green-technology innovator, YZJ is positioned to become the world&rsquo s most dominant and profitable shipbuilder.
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| 25-Feb-2026 10:48 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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UMS: $1.40 hit!!! Pity those petty shareholders who sold off their bonus shares at $1.20 plus..... as Ah Luong promises, it' s gonna be more painful for the shortists very soon..... Venture should go over $17 EASILY this week, may be even today .... twenty is not a joke As for AEM, $2.10 is chicken feed....as more huats await.... heard there' s some interesting news....... he are also it may feature in T' s restructuring..... some underground source even suggests that T may take additional stake in AEM , I not sure, but if true, it will be a super mega catalyst...... HUAT AH!! |
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| 24-Feb-2026 19:02 |
Genting Sing
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Genting SP Next Move
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Once again , I advise you to read the fine prints, if you want to talk.... I responded with a big " IF" ... don' t try to provoke if you want others to provide info.... I tried not to talk too much.... but I did mention of the company seeking approval for a serious corporate proposition, which at the moment is sensitive .... I wonder if the $3billion cash is held back, because of this development, which MAY be even be a bigger catalyst than the special cash distribution.... I would like to think that if this approval is not given and the proposed development did not go through, the company is at liberty to revile the " special" cash distribution.... so, Shortists don' t be too trigger free.... the game is not over yet...... UMS integration, for example, announced a special bonus share issue a month after the half year results, NOT as part of the interim dividends reward.....
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| 24-Feb-2026 18:18 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Since got interest, I shall post some guidance..... FY2025 Financial Results release dates 1. Venture Corporation will officially announced on 26 February 2026, after trading hours 2. AEM Holdings is expected to announce on 26 February 2026 after trading hours. 3. UMS Integration: My very good friend Ah Loong personally told me, " Next week lah." . When I asked him, how' s the results will be, he replied, " You like barbecue?" ...... I replied, " Yes, yes! The barbecues at last year' s AGM were super good!" ..... He shouted back, " No, no, no, I mean we' re going to barbecue the shorties next week!" ..... seriously, most of the selling of the bonus shares by those petty shareholders are almost done......if the results are expectant good with the dividends maintained even with your increase of shareholding because of the bonus issue, you would expect a very good roasting next week....... |
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| 21-Feb-2026 14:40 |
Genting Sing
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Genting SP Next Move
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I said I won' t talk about GENS any more until the happening happens.....But when people try to suan the gangsters views, bo bian, have to come out to hoot back...... Different viewpoints are good, but if you want to rebut a point, at least read the fine prints, slowly la........ Look, we are not comparing the fundamentals of two different classes of stocks. We are talking about the difference in the situation.
When one sold a stock, he would only hope that the price will go down, never up, for him to reenter....... I m not referring to anyone because it' s a universal sickness. Also you' ll feel more sick seeing the price keeps going up after u sold, just like that 5lots Dynamac BT auntie who sold DBS at $40, and keeps hallucinating that she still has it. And when a person doesn' t know how to read on why Genting Bhd needs to raid GENS for money to fund NY casino project (and needs me to explain like hell), and then suddenly can talk like as if he knows a lot about the expiry of casino license, and use it to cast fear, what does it tell you? FOR THIS CASINO LICENCE, I CAN MILLIONS PERCENT GUARANTEE IT WILL BE EXTENDED, THIS TIME TO THREE YEARS, AND THIS WILL BE ANOTHER CATALYST TO SPUR THE PRICE when it happens. Look, if you are a strong believer and long term investor in GENS, u will welcome all positive views, and u will never whisper any negative insinuation on the stock...... you will never try to suan the very people who is expressing good stuffs on the stock, using situational comparison or otherwise. $2? Not in your lifetime, unless GENS manages to get the approval of a serious corporate development. Meanwhile, $1.50 is very possible, especially if the company gives notice this is not going to a one-off special. Any talk is free, we' ll wait for the moment of truth on 24 Feb. End of discussion for me even if haters try to instigate me further. HUAT AH! |
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| 20-Feb-2026 16:22 |
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In REITS we TRUST
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this is it.... this is whats it' s all about..... hope my twin supporters, D & S have this one..... 40 no problem, 50 very likely..... 60 every possibility
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JurongW ( Date: 29-Jan-2026 14:27) Posted:
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A lot of analysts (and many guys here) are predicting a payout of 4 cents.... I don' t know if it' s a total dividends payout or a just a soecial payout..... let me say, if the total is just 4 cents, it is not meaningful for Mr Lim and his Genting Berhad because it will add up to only around $260 millions for him and the parent company.... I expect it to be a total payout of at least 6-8 cents although the gangsters are hoping for more, which I' m not going to say....
now here' s the juice.... assuming we take the lower end of 6 cents, and even if the share price is a dollar.... this will give you a yield of 6% JUST FOR 3 MONTHS! Now you understand why from the onset the mafia chiefs are calculating it willl be at least a dollar stock?.... and if it $1.50, its 4% yield for 3 months, more than DBS' s monster quarterly yield , and here , people thanking heavens for it (DBS DIV)...... this is a classic example of missing the entire durian plantation for just one tree.
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The situation with the Genting Group' s New Yorkcasino project is a balancing act between different companies in the group. Here' s a breakdown of why they tried to privatise GENM, why it didn' t work, and how they are now turning to Singapore for help.
1. Why Genting Group wanted to privatise Genting Malaysia (GENM)
The main goal wasn' t just to " take the cash" already in the bank, but to control the future cash flow.
- As a public company, GENM must pay dividends to thousands of outside shareholders. If it were private, 100% of its roughly RM3 billion annual profit could stay within the group to pay off New York' s massive loans.
- Freedom to Move Money: In a public company, moving big sums of money to a parent company for a project in another country requires shareholder votes and strict government rules. Privatising would have removed these red tape hurdles.
- Better Loan Terms: Banks are often more willing to lend large amounts- like the US$5.5 billion needed for New York&mdash if the corporate structure is simple and the parent company has total control.
2. Why privatise failed: In December 2025, the plan fell through because:
- Offer Too Low: Minority shareholders felt the offer price was unattractive and did not reflect how much the New York license was actually worth.
- Missing the Target: The group needed 75% of the shares to take the company private but only managed to get 73.13%.
- Adviser Warning: Independent financial experts told shareholders to reject the deal, pointing out that the price offered was a steep discount compared to the company' s real value.
3. Why they now need Genting Singapore (GENS)
Because they can' t fully raid the Malaysia cash, the group is looking at its Singapore subsidiary, which is in a much stronger position.
- The Cash Cow: Unlike the Malaysia branch, which has high debt, GENS has no debt and sits on a mountain of cash- roughly S$3.32 billion.
- Higher Dividends: Since they can' t just take the cash directly, the parent company (Genting Berhad) will likely ask Genting Singapore to pay much higher dividends. This moves the cash legally from Singapore to the parent, which can then use it for New York casino project.
- Still Not Enough: Even Singapore' s cash isn' t enough for a US$5.5 billion project. The group is still forced to use other instruments, such as: 1) New Bank Loans: They recently secured a US$750 million loan specifically for New York. 2) Bonds: They are selling bonds to investors to raise more billions. 3) Selling Land: They have explored selling valuable land in Miami for over US$1 billion to help cover the costs. 4) Number 4 is what you guys like to hear.... more special pay out or higher dividends from GENS ATM at least for the next two years!
Newbie2025 ( Date: 19-Feb-2026 14:50) Posted:
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DONT understand you guys, the gangsters already said at least one dollar, yet people here so happy with a eighty target?......come, I write in simple English of a brewing development for you to understand..... for another possible tokkong development, they are talking to our garment, to see if they can do " it" ....if can, will be more hosey than this following one......believer or unbeliever I not bothered ......the gangsters have been so unbelievable recently unlike that BT auntie who can only afford 5 lots DYNA Mac, and sold her few hundred shares of DBS at $40, and pretend to show people she still has it......
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The situation facing the Genting Group can be simplified into a HIGH STAKES BET. They have won a massive opportunity in New York, but because they failed to consolidate their cash in Malaysia, they must now rely on their ATM in Singapore to pay the bills.
1. The Big Prize: The New York Casino
Genting won a full casino license in New York City. This is a game changer because it allows their existing facility to offer live table games (like Blackjack and Roulette) for the first time.
- The Good News: They have a " fast-mover advantage" and can start operating within six months. Analysts call this striking JACKPOT because it could generate billions in new profit by 2030.
- The Cost: It requires a massive US$5.5 billion to US$7.5 billion investment for a new hotel, arena, and thousands of gaming machines.
2. The Failed Plan: Privatisation
In late 2025, the parent company (Genting Berhad) tried to privatise Genting Malaysia.
- The Goal: If they owned 100% of the Malaysia unit, they could easily sapu all its cash to fund the New York project.
- The attempt failed in December 2025 because minority shareholders not song that the offer price was so low. Genting Malaysia only reached a 73.13% stake, missing the 75% goal.
- So, since they don' t own the whole company, they cannot sapu its cash. They now kenna stuck with a " unbalance" sheet and high interest costs.
3. The Cai Sheng Ye Solution: Genting Singapore
With the privatisation failed and debt piling up, the group is turning to Genting Singapore as their primary source of cash.
- Genting Singapore is extremely healthy, holding S$3.3 billion (US$2.5 billion) in cash with zero debt.
- Genting Group faces a US$3.5 billion " wall of debt" due in 2026 and 2027, including a major US$1.5 billion bond. This one no bluff one and quite serious.
- The NO WAY OUT solution: Analysts believe a special or oversized dividend from Singapore is the most likely way to pay these debts and fund the New York construction.
4. What This Means for Shareholders
- For Singapore Investors: You are likely to see high dividends (potentially AT LEAST S$0.04 but AS HIGH AS S$0.08 - S$0.10) because the parent company needs the money.
- For the Group: The group' s credit rating is at risk (currently Baa3, near junk status). They are essentially using Singapore' s ATM to bridge the gap until the New York casino starts making money. THEY ARE THAT DESPARATE, it' s like the " Ah Longs" are going to splash red paint or hang pig' s head at their Genting Group HQ' s door if they don' t have the money .....The gangsters are too familiar with such scenario and now youk now they are sooooo confident of playing this out.
The moment of truth for this strategy will be the Full Year 2025 Results on 24 February 2026.
aragosta ( Date: 31-Jan-2026 17:52) Posted:
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And want to give " not useful" rating, learn how to cover your shit la.... the authorities confirms you gave not useful rating to my post at MASTER OF THE SEAS .../ hahah... why so cowardly? ....no wonder ownself call ownself idiot... but I would call you a seow char bor..... every where you think penny stock can pick up some hard up money , you must go and do road side ah qua show there .......
Stocky901 ( Date: 06-Feb-2026 21:25) Posted:
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Juz walked past a Geylang coffee shop.... can hear the uncles shouting NO $8 NO SELL! Some even shouted ten!
Let' s see who stands to huat the most from the Budget 2026 developments.
1. UMS Holdings: The Most Direct Link
UMS has the highest " concentration," meaning most of its business comes from a single giant.
- Key Giant: Applied Materials (AMAT).
- Revenue Exposure: Historically, about 70% of UMS' s total revenue comes from Applied Materials.
- The Benefit: Because Applied Materials is launching its EPIC Advanced Packaging platform in Singapore, UMS is the front-row beneficiary. When Applied Materials wins, UMS wins almost immediately.
2. AEM Holdings: The AI Pivot Leader
AEM is currently shifting its business to focus more on AI and away from older computer technologies.
- Key Giants: Intel (traditional anchor) and a new Major AI/HPC (High-Performance Computing) Customer (widely believed to be Broadcom).
- Revenue Exposure: While Intel used to be the main driver, AEM' s revenue from its new AI customer is expected to more than double in 2026.
- The Benefit: AEM provides the Test Cells needed for Advanced Packaging. As PM Wong' s strategy brings more AI chip production to Singapore, AEM' s role as the " Gatekeeper" (testing every chip before it ships) becomes more valuable.
3. Venture Corp: The Diversified Partner
Venture is different because it doesn' t rely on just one or two giants it has over 100 key customers.
- Key Giants: Works with leaders in Life Sciences (e.g., Illumina), Networking, and Medical Tech.
- Revenue Exposure: No single customer usually accounts for more than 10&ndash 20% of its revenue, making it more stable and less risky than UMS or AEM.
- The Benefit: Venture benefits from the general " ecosystem" growth. As more tech giants set up R& D hubs in Singapore, they use Venture' s high-end factories to build their new inventions.
Who will have the MOST HUAT factor?
- For pure " Upside" potential: UMS and AEM have the most to gain because they are smaller companies tied directly to the specific " AI and Advanced Packaging" technologies PM Wong mentioned.
- For steady growth: Venture benefits from the overall increase in high-tech activity without being overly hurt if one single giant has a bad year.
- note: Frencken is not mentioned here because it is NOT a Singapore company
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