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AEM closes 6.7% down after touching S$10 barrier, knocking DBS off pedestal as top value traded stock

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19-May-2026 05:23

Venture / 2022 Venture Corporation - A Year Of Recovery

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20260518_173558_V03_TQX9HL1NOXNVT0AK.1.pdf

Issue And Allotment Of Shares Pursuant To The Exercise Of Options Under The Venture Corporation Executives' Share Option Scheme 2015

May 18, 2026

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18-May-2026 11:04

Venture / 2022 Venture Corporation - A Year Of Recovery

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Venture to benefit with customer' s stellar results?

IBM, HP, Agilent Technologies, Themo Fischer. Not forgetting Philip Morris International too.

IBM reported its Q1 2026 earnings, posting revenue of $\$15.92$ billion (a 9% year-over-year increase) and an adjusted EPS of $\$1.91$. Both metrics beat Wall Street estimates, but the stock fell 6% because management maintained its full-year guidance instead of raising it. [1, 2]

Key Q1 2026 Financial Highlights

Revenue: $\$15.92$ billion, beating the consensus estimate of $\$15.62$ billion.
Earnings Per Share (EPS): $\$1.91$ adjusted, exceeding the expected $\$1.81$.
Segment Growth:
- Software: Increased 11% year-over-year.
- Consulting: Rose 4% year-over-year.
- Infrastructure: Grew 15% year-over-year.
Full-Year Guidance: IBM reiterated its projection of over 5% revenue growth at constant currency and a $\$1$ billion increase to free cash flow.

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In its fiscal 2026 first quarter, HP Inc. (HPQ) reported revenue of $\$14.4 \text{ billion}$ (a 6.9% year-over-year increase) and non-GAAP diluted net earnings per share (EPS) of $\$0.81$. Personal Systems revenue rose 11%, while Printing net revenue saw a 2% decline. [1, 2]

Financial Highlights (Q1 FY26)

Net Revenue: $\$14.4 \text{ billion}$, up 6.9% compared to $\$13.5 \text{ billion}$ in Q1 FY25.
Diluted EPS: GAAP EPS was $\$0.58$, while non-GAAP EPS was $\$0.81$.
Operating Margins: GAAP operating margin was 5.3% and non-GAAP was 6.9%.
Cash Flow: Net cash provided by operating activities was $\$383 \text{ million}$, with a free cash flow of $\$175 \text{ million}$

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Agilent Reports First-Quarter Fiscal Year 2026 Financial Results

Delivers solid Q1 results, raises FY26 reported revenue outlook and increases non-GAAP EPS(3) guidance while confirming core-revenue growth and margin expansion

First-quarter fiscal year 2026

Revenue of $1.80 billion for the first quarter ended Jan. 31, 2026, representing growth of 7.0% reported and up 4.4% on a core(1) basis compared with the first quarter of 2025.
GAAP net income of $305 million earnings per share (EPS) of $1.07, a decline of 4% from the first quarter of 2025.
Non-GAAP(2) net income of $386 million non-GAAP EPS(3) of $1.36, growing 4% from the first quarter of 2025.

Fiscal year 2026 and second-quarter outlook

Fiscal year 2026 revenue is expected in the range of $7.3 billion to $7.5 billion, representing a range of up 5.5% to 7.5% reported and up 4% to 6% core(1). Non-GAAP EPS(3) is expected in the range of $5.90 to $6.04.
Fiscal second-quarter 2026 revenue guidance is expected in the range of $1.79 billion to $1.82 billion, growth of approximately 7% to 9% reported and up 4% to 5.5% core(1). Non-GAAP EPS(3) is expected in the range of $1.39 to $1.42 per share.

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Thermo Fisher Scientific (NYSE:TMO) recently reported its fiscal Q1 2026 earnings, beating analyst expectations with revenues of $\$11.01$ billion (up 6% year-over-year) and adjusted EPS of $\$5.44$. Despite the top-line beat, shares dipped due to modest 1% organic growth and mixed segment performance.

Key Q1 2026 Results

Revenue: $\$11.01$ billion, surpassing the consensus estimates of $\$10.87$ billion.
Earnings Per Share (EPS): $\$5.44$ (adjusted), beating analyst predictions of $\$5.25$.
Organic Growth: 1%, with acquisitions driving the majority of the quarter' s 6% top-line growth.
Profitability: Adjusted operating income increased 6% to $\$2.4$ billion with a 21.8% adjusted operating margin.

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17-May-2026 10:21

IFAST / up and coming

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if it was a potential takeover target, interested parties would have done it long ago...

tangsookiam1947 ( Date: 17-May-2026 09:23) Posted:

iFAST Corporation could hypothetically become a very valuable takeover target because the company is no longer just a simple online investment platform. Over time, it has quietly built a much larger financial ecosystem covering wealth management, pensions, digital banking and investment infrastructure across several countries. Today, more than S$32.6 billion of customer assets sit on the platform, and new money flowing into the system continues to grow strongly. In simple terms, iFAST is starting to look less like a &ldquo shop selling investment products&rdquo and more like the underlying digital financial infrastructure connecting customers, advisers, pensions and investment products together. That kind of ecosystem can become extremely valuable once it reaches scale.

One especially interesting point is that iFAST&rsquo s 1Q2026 net inflows of about S$1.25 billion were reportedly even higher than the wealth net inflows achieved by much larger banks such as United Overseas Bank during the same period. That is quite remarkable considering UOB is many times larger than iFAST. It suggests that iFAST is increasingly attracting meaningful amounts of sticky long-term customer money despite being much smaller in size. In many ways, it is similar to how a smaller but fast-growing digital platform can sometimes grow faster than older traditional incumbents. Building such a platform from scratch today would likely take many years, huge investments, regulatory approvals and trusted relationships across multiple countries. This scarcity value is one reason why some investors believe iFAST could eventually attract strategic interest from larger financial players.

That said, a hypothetical takeover price of around S$15&ndash 20 per share would still be very ambitious and would require the buyer to believe that iFAST can become much bigger over time. At that kind of valuation, the buyer would not just be paying for current profits, but for the future potential of the ecosystem &mdash including much larger customer assets, stronger pension business growth and higher recurring fee income. Put simply, the buyer would be making a long-term bet that iFAST could eventually become one of Asia&rsquo s key digital wealth and pension platforms, rather than just another investment company.

Nippon72 ( Date: 16-May-2026 23:45) Posted:

Why not? Just wonder what is the offer price? Or take a substantial stake in IFAST also boleh! 😃 I feel both biz are complementary or REITs lingo accretive purchase

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17-May-2026 10:19

SIA / SIA

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more wars to come? who dares to fly?..

Cubans prepare for &lsquo invasion&rsquo as US escalates tensions with long-suffering island

JurongW ( Date: 16-May-2026 02:41) Posted:

A ' long game' : Singapore Airlines committed to Air India despite record US$2 billion loss, says CEO - CNA

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16-May-2026 13:06

Genting Sing / Genting SP Next Move

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it' s a dog eats dog world...i win and u lose or u win and I lose...
win win? u must be jokin...unless one party buys up the other

luckyguy3 ( Date: 16-May-2026 12:09) Posted:

I assuming u are betting Genting can outsmart MBS.. if u think Genting management
and location is better than MBS then go ahread keep DCA more. Sell house, borrow $$$
go load up on Genting. Good luck.

ETHunter ( Date: 16-May-2026 11:46) Posted:

Good. Please talk the price down more, investors can DCA more and get a bigger payout.
Thanks for your help..

Cheers

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16-May-2026 13:03

ComfortDelGro / COMFORT DELGRO - MOVING FORWARD

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sounds like the sky is falling

Guzman ( Date: 16-May-2026 12:38) Posted:

Upcoming quarters will be worst. SBST is to hand over the Tampines bus package, while defending its Serangoon package that is under tender. VICOM profits will fall from end of ERP OBU installation. Interest rates staying elevated will not help, given CDG' s borrowings to fund its acquisitions. The newly acquired businesses in UK and Australia will likely deliver subdue results. It is time to RUN..... never hold on to cold Comfort.

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16-May-2026 06:57

SIA / SIA

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which other SG companies have deep pockets like this with money to burn....CDL is the other company I can think of....what' s losing 2 billion dollars! chicken feet....ah gong' s and shareholders monies...

JurongW ( Date: 16-May-2026 02:41) Posted:

A ' long game' : Singapore Airlines committed to Air India despite record US$2 billion loss, says CEO - CNA

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15-May-2026 14:45

Seatrium Ltd / SEATRIUM LTD. - ROCKETING TO THE MOON BY 2028 !!!!

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DBS Group, Seatrium, Venture: Blue Chips Rewarding Investors Next Week

The Smart Investor

Fri, 15 May 2026 at 7:30 am SGT 5 min read

DBS Group, Seatrium, Venture: Blue Chips Rewarding Investors Next Week

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15-May-2026 14:44

DBS / DBS

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DBS Group, Seatrium, Venture: Blue Chips Rewarding Investors Next Week

The Smart Investor

Fri, 15 May 2026 at 7:30 am SGT 5 min read

DBS Group, Seatrium, Venture: Blue Chips Rewarding Investors Next Week

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15-May-2026 14:43

Venture / 2022 Venture Corporation - A Year Of Recovery

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DBS Group, Seatrium, Venture: Blue Chips Rewarding Investors Next Week

The Smart Investor

Fri, 15 May 2026 at 7:30 am SGT 5 min read

DBS Group, Seatrium, Venture: Blue Chips Rewarding Investors Next Week

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15-May-2026 10:10

Venture / 2022 Venture Corporation - A Year Of Recovery

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shorts always work

tongphlp ( Date: 14-May-2026 11:22) Posted:

short!

Alignment ( Date: 13-May-2026 19:59) Posted:

AI business already doing well. If life sciences also takes off then it will really be firing on all cylinders

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15-May-2026 06:44

ThaiBev / ThaiBev

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might as well throw in a ctn of free beer...

PiRPiR ( Date: 14-May-2026 21:34) Posted:

ExDiv 26May 0.15baht payable 12Jun

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15-May-2026 06:41

IFAST / up and coming

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I guess that is news...

Newcomer19707016 ( Date: 14-May-2026 16:57) Posted:

Any news. It is going down?

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15-May-2026 05:06

CityDev / CityDev

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son caused the loss of 2b in china

haizzz ( Date: 14-May-2026 17:31) Posted:

This counter everyday drop. Now below $8. No more what it once was...really lost confidence since son took over.

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14-May-2026 20:23

AEM SGD / business turnaround ?

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there' s always losers and winners..
some believe in opportunities. Others see danger.
That is why the market exists.

beng1102 ( Date: 14-May-2026 14:51) Posted:

The share price has become crazy. So please be very careful. In the best case scenario a offer to takeover is unlikely to pay this kind of price per share.

tongphlp ( Date: 14-May-2026 13:44) Posted:

TH' s investment finally is in the $$
more cdc vouchers comin

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14-May-2026 20:21

AEM SGD / AEM (+Venture, UMS) the most AI-relevant SGX stock

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Arigato. Don' t frame me, for I am just a nobody. My talk doesnt move markets unlike yours.

I am not vested anymore. Good luck. Cheers. Enjoy the ride, whether it is a BYD or BMW.

For me, Bus, Walk and MRT. :) Cheers!

aragosta ( Date: 14-May-2026 15:35) Posted:

AI boom: AEM quadruples Q1 profit to S$14.3 million, raises FY2026 revenue guidance by 20%
https://www.businesstimes.com.sg/companies-markets/ai-boom-aem-quadruples-q1-profit-s14-3-million-raises-fy2026-revenue-guidance-20

Let me excite you long term serious investors abit......this piece of tokkong info is already significant enough but it is more to it than meets the eye .... heard that the upside figure should be even higher, but I think the powers behind the company decided to lower abit, so that when the final figure comes out end of FY, it will play into the markets and analysts mind that the result is " well beyond expectation" and this will add to the positive view of the company' s performance .... and think also, this guidance earning does NOT include any contributions yet from the AEM partnership.... once again, these coffee shop uncles are superb in eavesdropping for information..... I hope ah tong no more mock the old uncles any more......like he did when he asked whether the coffee shop uncles were drunk, when they shouting, juz last month, that AEM will hit $8!

aragosta ( Date: 12-May-2026 15:13) Posted:

Heard... heard only, tomorrow during the results, the company may release some mind blogging information... could be another catalyst to spur the price EVEN further.... really headache for the analysts, need to rewrite their essays, as for the mercenary clowns, more and more difficult to get around thinking how to short...... So, how high can the prices go.? .. you read the following fun figures and figure yourself... AS I said, all these people are not going to ruin their reputation by anyhow talking numbers... And I always kind ly remind you, this is only the beginning, with no ceiling, no ending......

=========
As of May 2026, forecasts for AEM Holdings vary significantly across different algorithmic models and technical analysis platforms.
Algorithmic and Technical Forecasts

Traders Union (Technical Model) Recent analysis suggests the stock is in a strong uptrend, with a near-term trading range between S$7.10 and S$7.83 as of May 2026
Meyka AI (Predictive Modeling): Highlighted the stock' s massive surge in early 2026, noting heavy volume and suggesting follow-through targets of S$8.00 to S$10.00 are reachable in 2026, if AI-driven demand persists.
Gov Capital: Deep learning algorithms suggest a bullish trajectory, potentially reaching targets in the S$7.50 to S$10.00 range if the current recovery trend remains intact.
I Know First (Forecast Model): Their algorithmic models typically rank AEM in high-growth categories for the mid-term due to its turnaround story trajectory. Their estimated Algorithmic Range: S$7.50 to S$10.15.
Stockinvest.us (Technical Forecast): Predicts a potential rise of up to 162% rise over the next three months (by August 2026), targeting a price between S$14.61 and S$20.67 with 90% probability.
Stockopedia: Highlights a powerful momentum signal, noting the stock is trading 198.4% above its 200-day moving average. They report a consensus EPS forecast of S$0.13 for the next financial year.
Alpha Spread: Their Wall Street summary sets an average 1-year target of S$6.19, but emphasizes a High Case scenario reaching S$10.66, representing a 40% upside from current consolidation levels.

Valuation and Intrinsic Value

StocksGuide: AEM is currently trading at a high forward P/E of approximately 49x based on FY26 forecast earnings. Peer Target: Some analysts believe it can trade at 41x CY27F P/E, which would imply a target price of S$10.15
ValueInvesting.io (Intrinsic Value): Their models suggest a fair value significantly higher than previous years, potentially reaching S$7.49 to S$10.15 by late 2026
GuruFocus (Intrinsic Value): Currently rates the stock as having a high Fair Value upside, with some estimates reaching 523% above historical lows.
Simply Wall St (Optimistic Value) : Highlights a High Growth profile with earnings expected to grow by 32.7% annually, supporting an optimistic valuation near S$10.00 if margins recover.
Investing.com & TipRanks: Both platforms report a consensus high target of S$10.15. The average target is approximately S$7.49 to S$7.92
Seeking Alpha: aggregated analyst data for AEM aligns with a high target of S$10.15. The average price target is approximately S$7.49, reflecting a Strong Buy sentiment among five major analysts surveyed in the past three months.
FINTEL Reports an average one-year price target of S$6.19, with a high-end forecast of S$10.66.
Morningstar: Ratings as of May 1, 2026, Morningstar and other quantitative models suggest a fair value target near S$7.50, though high-end DCF scenarios reach S$10.66

High Target Forecasts Based on Forward P/E

CGS International: Currently holds the most optimistic outlook with a target price of S$10.15. This valuation is significantly driven by a " start of a multi-year earnings growth cycle" for FY26&ndash 28. Their May 4, 2026, report and identifies Intel' s expansion in test capacity as a primary driver.
DBS Group Research: Maintained a Buy rating with a price target of S$8.90 as of May 8, 2026. Analysts have specifically pegged their valuation to 32x FY27 earnings to capture the company' s improving visibility and customer diversification. cite AEM' s technological superiority, being roughly one generation ahead of competitors in system-level testing (SLT).
Jefferies: Maintains an upbeat view with a target price of S$8.88, supported by increasing customer diversification beyond Intel
TradingView & Moomoo: Both platforms report a consensus maximum estimate of S$10.15, aligning with high-end analyst reports that anticipate a massive EPS ramp-up through 2027.
Alpha Spread: While offering varying scenarios, its high-end forecast reaches S$10.66, based on optimistic growth projections that assume AEM maintains its premium valuation relative to the broader Asian semiconductor industry.

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14-May-2026 20:10

Trading Techniques / The Trading Floor

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Father and Son squabble?

sanvan ( Date: 14-May-2026 17:12) Posted:

CDL closed at day low on high volume. Down 25c.
Looks bad.
Dont know why it dropped suddenly.
Anyone got views?

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AEM closes 6.7% down after touching S$10 barrier, knocking DBS off pedestal as top value traded stock

Issue And Allotment Of Shares Pursuant To The Exercise Of Options Under The Venture Corporation Executives' Share Option Scheme 2015

Agilent Reports First-Quarter Fiscal Year 2026 Financial Results

Cubans prepare for &lsquo invasion&rsquo as US escalates tensions with long-suffering island

DBS Group, Seatrium, Venture: Blue Chips Rewarding Investors Next Week

DBS Group, Seatrium, Venture: Blue Chips Rewarding Investors Next Week

DBS Group, Seatrium, Venture: Blue Chips Rewarding Investors Next Week

AI boom: AEM quadruples Q1 profit to S$14.3 million, raises FY2026 revenue guidance by 20% https://www.businesstimes.com.sg/companies-markets/ai-boom-aem-quadruples-q1-profit-s14-3-million-raises-fy2026-revenue-guidance-20

AI boom: AEM quadruples Q1 profit to S$14.3 million, raises FY2026 revenue guidance by 20%
https://www.businesstimes.com.sg/companies-markets/ai-boom-aem-quadruples-q1-profit-s14-3-million-raises-fy2026-revenue-guidance-20