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law of gravity? what goes up must come down?
geographic ( Date: 20-Mar-2026 12:26) Posted:
| Why is there a sharp drop in the share price of Wilmar today? |
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You nailed it...
wehuattogether88 ( Date: 20-Mar-2026 11:20) Posted:
| AEM should be trading to above $4 and go towards its previous glory price with its new customers intact |
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heard some rkind of eshuffling going on...not sure what but hope for the best
tongphlp ( Date: 27-Feb-2026 10:08) Posted:
wong nl should take the rap for the poor results...time for a change! voters, let' s show them a change is necessary for a new team to lead and make ventutre great again..
Fiat500 ( Date: 26-Feb-2026 19:34) Posted:
| Will drop tomorrow I'm pretty sure.. |
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not sure if this would rocket the price to $4.3..
Intel Stock (NASDAQ:INTC) Surges With New Malaysian Advanced Packaging Plant
Story Highlights
- Intel ramps up its advanced packaging aspirations, bringing a new Malaysian plant online this year.
- New gaming chips, meanwhile, will come to certain gaming laptops first.
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Packaging at chip stock Intel INTC +2.55% ▲ is not simply a matter of putting processors in boxes. It is actually a much more complex operation, which requires entire plants to get up and running. Intel recently revealed it was stepping up plans to turn Malaysia into a hub for advanced packaging, and investors were quite on board. In fact, Intel shares surged up over 3.5% as a result in Wednesday afternoon&rsquo s trading.
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ok, Master
pnuklis ( Date: 20-Mar-2026 09:23) Posted:
| DBS has TP for AEM to S$4.30. Huat AHHHHHHHHHHHHHHHHHHH. Very good Hariraya gift |
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Major Shareholders of AEM Holdings Ltd. (2026):
- Temasek Holdings (Private) Limited: Remains the largest shareholder, with a holding of approximately 12.3% to 12.4% as of March 2026.
- Abrdn Asia Ltd. (formerly Aberdeen): A significant shareholder, holding around 5.8% to 5.9% of shares.
- Employees Provident Fund of Malaysia (EPF): Previously a substantial shareholder, EPF has been actively reducing its stake, with reports in March 2026 indicating it may no longer be a top substantial shareholder.
- The Vanguard Group, Inc.: Holds a notable institutional position, reported around 3.1% to 3.2% in early 2026.
- Dimensional Fund Advisors LP: Holds an institutional position of roughly 1.9%.
- Ban Leng Toh: A significant individual shareholder holding approximately 3.1% to 3.2%.
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one man' s meat is another' s man' s poison....EPF out, JP Morgan in...
ruanlai ( Date: 06-Mar-2026 09:23) Posted:
EPF drop this gem notices the prices overran.
They are now switching to the lagging UMS who listed in M.
Frencken is also catching up now.
Stay tune for the AI booming time. DYODD |
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at this rate, it looks like another iFast in the making?
wehuattogether88 ( Date: 19-Mar-2026 18:44) Posted:
JPMorgan Chase & Co. has become a substantial shareholder of AEM with an average purchase price of $3.35
JurongW ( Date: 19-Mar-2026 18:07) Posted:
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Master, what should be the new TP now?
pnuklis ( Date: 06-Mar-2026 11:33) Posted:
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war or no war it doesn' t matter now.....someone' s in control..
Sgvale ( Date: 06-Mar-2026 14:07) Posted:
AEM rises as if no war ... Very strong
Sgvale ( Date: 06-Mar-2026 14:05) Posted:
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Market Analysis
Consensus Share Price Target
Venture Corporation Limited share price target is $17.313, according to consensus estimates as of 18 Mar 2026. Based on Venture Corporation Limited&rsquo s current share price of $15.89, this represents an upside potential of 9%.
Price Target: $17.313
Source: SGX as of 18 Mar 2026
Alignment ( Date: 13-Mar-2026 17:25) Posted:
Trust not necessarily the right word. They may believe what they say but can get it wrong too.
To answer the question I think you are really asking, I would not put a lot of faith in their price targets alone. Look instead at their analysis and see if you agree with how they arrive at their numbers.
tongphlp ( Date: 12-Mar-2026 09:44) Posted:
DYODD. Analysts can or cannot be trusted?
Target Prices (as of early March 2026):
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question is will it get there? yes, no? eventually? when, how long?
Alignment ( Date: 17-Mar-2026 21:06) Posted:
Not quite there yet - still another 10% upside even before getting to the bottom of Temasek' s buying range.
Alignment ( Date: 22-Jan-2026 18:47) Posted:
| It does feel good buying at the current price knowing that the highly paid Temasek investment professionals bought in at $3.8-4.7 a share. Can more than double your money before Temasek breaks even. |
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DYODD. Analysts can or cannot be trusted?
Target Prices (as of early March 2026):
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From The Smart Investor (27/2/26)
Venture Corporation: Resilient Margins Amidst a Tech Transition
Venture Corporation faced a more turbulent environment in FY2025, yet managed to maintain its reputation for operational excellence.
Total revenue dipped by 7.4% YoY to S$2.53 billion, largely due to a slowdown in the Lifestyle Consumer segment and unfavorable currency fluctuations.
This top-line pressure trickled down to net profit, which also fell 7.4% to S$227.0 million.
However, the group&rsquo s focus on high-value design and life sciences paid off, allowing gross margins to improve and net margins to hold steady at a healthy 9.0%.
While free cash flow halved to S$223.5 million due to higher capital expenditures, the company&rsquo s &ldquo fortress&rdquo balance sheet remained intact, boasting a net cash position of S$1.28 billion with zero debt.
Confidence in this cash-rich position allowed the board to actually raise the total dividend to S$0.80 per share, up from S$0.75 in the prior year.
Looking toward 2026, Venture appears to be turning a corner.
The group is seeing renewed demand in semiconductor-related equipment and networking, driven by the global build-out of hyperscale data centers.
By co-developing next-generation products in the consumer space and deepening ties with life science leaders, Venture is positioning itself as a critical partner in an increasingly complex geopolitical landscape.
Its ability to raise dividends during a down year underscores the resilience of its capital-light, high-precision manufacturing model.
Get Smart: Resilience in a Rebounding Market
For the investors, these results highlight a crucial lesson: look past the headline noise.
Meanwhile, Venture&rsquo s slight earnings contraction is mitigated by its massive cash pile and rising dividends.
As long as they continue to prioritize shareholder returns alongside strategic reinvestment, they remain foundational picks for a balanced Singaporean portfolio.
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no war but got wall...
Sgvale ( Date: 06-Mar-2026 14:07) Posted:
AEM rises as if no war ... Very strong
Sgvale ( Date: 06-Mar-2026 14:05) Posted:
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There can only be one winner at the end of the day....the lawyers...laughing their way to the bank...spend on luxury cars, boats, wines...
Losers - both companies
aragosta ( Date: 11-Mar-2026 11:32) Posted:
Someone was asking, " your coffee shop story of the legal dispute on the copyright, and AEM CEO was the original inventor, true or not?....... HOW COULD YOU RIDICULOUSLY HINT IT COULD POTENTIALLY BE A CATALYST ?" ..... well, the gangsters' style has always been, to counter a doubt is bring in another unbelievable coffee shop story....... this one quite stylo, if I may boast abit.......
But please hor, as always with any unbelievable coffee shop story, dyodddddd.......
=========
This structured overview breaks down the conflict between AEM and Advantest, focusing on the leadership connection, the legal history, and the technology at the heart of the dispute.
1. The Leadership Connection
- The Key Figure: Samer Kabbani is the current CEO of AEM. He previously served as an Executive Vice President at Advantest.
- The Conflict: Kabbani is the original inventor named on the very Advantest patents AEM is now accused of infringing.
- The Allegation: Advantest claims Kabbani developed this technology using their resources, making it their intellectual property. AEM argues that their current products are new, independent evolutions led by Kabbani and his team.
2. History of Legal Disputes
- Past Settlement (2023): The two companies previously settled a dispute out of court. AEM paid Advantest US$20 million to resolve claims related to Kabbani' s transition
- New Lawsuit (Late 2025): Advantest has filed a fresh complaint in the U.S., claiming AEM' s newer wafer-level testing infringes on two specific patents.
- AEM' s Stance: AEM is " vigorously defending" itself, claiming the lawsuit lacks merit and that its products do not use the specific designs mentioned.
- Advantest views AEM' s tech as a derivative of their own, while AEM claims they have actually reinvented the product, and have innovated, modified, improved SO MUCH that it has moved a " generation ahead" , rendering the product in dispute obsolete and out of date and redundant.......
3. Financial & Strategic Outlook
- Market Position: Despite the lawsuit, AEM' s profits recently grew by 47.8%, driven by high demand for AI chip testing.
- Settlement Potential: While AEM is currently fighting the case, their 2023 history shows they are willing to settle out of court if the legal noise becomes a distraction to their business growth.
- AEM has also made provisions on their legal costs, so any fallout, if any , would be minimal
The situation is a classic " inventor vs. former employer" battle. AEM' s defense relies on proving that their CEO didn' t just take old ideas to a new company, but fundamentally re-invented and improved the technology to a level that Advantest' s original patents no longer cover.
aragosta ( Date: 09-Mar-2026 15:37) Posted:
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aim for the stars!
Joelton ( Date: 11-Mar-2026 10:36) Posted:
&lsquo Iran conflict impact mixed&rsquo : Maybank Securities upgrades Wilmar to &lsquo buy&rsquo on constructive outlook, despite headwinds
The brokerage lifts its target price by 23.4% to S$3.85
[SINGAPORE] Maybank Securities has upgraded its call on Wilmar International : F34 +4.25% to a &ldquo buy&rdquo , citing earnings tailwinds for the agribusiness, as its 2026 outlook remains constructive amid geopolitical and operating headwinds.
On Tuesday (Mar 10), the brokerage raised its target price for Wilmar by 23.4 per cent, from S$3.12 to S$3.85, S$0.32 or 9.1 per cent above its latest closing price of S$3.53 on Monday.
Highlighting that Wilmar delivered a &ldquo resilient&rdquo performance in FY2025 &ndash the group posted a 38.3 per cent rise in net profit to US$815.9 million for the second half of the financial year and a 20.6 per cent increase in full-year earnings to US$1.41 billion &ndash Maybank Securities analyst Hussaini Saifee said that the company&rsquo s earnings are &ldquo on an upward trajectory&rdquo .
&ldquo Forward momentum is intact, supported by mid-single-digit growth in food product volumes, stable pricing conditions, and continued product mix optimisation, underpinning a projected 9 per cent FY2025 to FY2028 earnings compound annual growth rate,&rdquo he said.
He noted that the &ldquo bulk of regulatory overhang&rdquo facing the company is largely behind, with adequate provisions having already been recognised.
Foreign-exchange movements may benefit the company, with the weakening of the greenback against the Chinese yuan, Australian dollar and euro providing &ldquo incremental earnings tailwinds&rdquo for Wilmar, which derives around 55 per cent of its revenues from these geographic locations.
&ldquo With earnings on an upward trajectory and leverage trending lower, balance-sheet flexibility is improving, creating scope for potential dividend enhancement,&rdquo added Saifee.
As Wilmar&rsquo s net debt to earnings before interest, taxes, depreciation and amortisation of 1.7 times remains &ldquo comfortable&rdquo , the analyst said that its earnings trajectory signals &ldquo potential for dividends to increase accordingly&rdquo .
However, he noted that the impact of the Iran war on Wilmar&rsquo s business could be &ldquo mixed&rdquo . While elevated crude oil prices could support biofuels, this could be offset by higher freight and insurance costs alongside potential demand softness, in the event that the conflict escalates. |
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u just nailed it
TraderBen ( Date: 10-Mar-2026 15:52) Posted:
Hildrics is helmed by UOB scicons right?
tongphlp ( Date: 10-Mar-2026 15:23) Posted:
| For a simple reason - UOB is being owed too much...look at mm2 debts....taking a gamble....all or nothing. |
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SBB yet again
| Section A |
| Maximum number of shares authorised for purchase |
14,384,008 |
| Purchase made by way of market acquisition |
Yes |
| |
| |
Singapore Exchange |
Overseas Exchange |
| Date of Purchase |
09/03/2026 |
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| Total Number of shares purchased |
20,000 |
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| Number of shares cancelled |
20,000 |
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| Number of shares held as treasury shares |
0 |
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| Price Paid per share |
| Price Paid per share |
SGD 15.15 |
| Total Consideration (including stamp duties, clearing changes etc) paid or payable for the shares |
SGD 303,406.35 |
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For a simple reason - UOB is being owed too much...look at mm2 debts....taking a gamble....all or nothing..
Joelton ( Date: 10-Mar-2026 10:51) Posted:
Hildrics Capital to support mm2 Asia' s restructuring with $15 mil placement $10 mil rights issue planned
Hildrics Asia Growth Fund VCC has entered into a term sheet to support beleaguered entertainment company mm2 Asia by investing $15 million via a placement.
Hildrics Capital is an existing investor in businesses related to mm2 Asia.
The VCC is under Hildrics Capital, whose CEO Choo Kee Siong is a former managing director with UOB' s commercial banking group. Wee Teng Chuen, a son of UOB CEO Wee Ee Cheong, is an executive director and COO of the firm.
According to mm2 Asia in its March 9 announcement, the funds are to be used to restructure the company and to beef up its working capital.
As part of this deal, mm2 Asia is to also call for a rights issue and raise $10 million from existing shareholders.
Additional terms of these deals are to be finalised.
mm2 Asia shares have been suspended since Nov 11, as it faces mounting demands from creditors all over.
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