Latest Posts By aragosta
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| 28-Aug-2026 06:00 |
Addvalue Tech
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The general consensus among the shareholders at the recent AGM is NO ONE DOLLAR NO SELL..... | ||||
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| 10-Jul-2026 14:27 |
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Of course if stocky chicken and her monkey boyfriend come to orchard belt, sure tu lan because the y sure cannot find any banglas..... as I said go to the two pasar malams nearby, sure can get or go Geylang , may be can get ah Bens chow ah quas there...... remember, these are your words, your own description, not mine..... enjoy.
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| 08-Jul-2026 15:30 |
DBS
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The Best of the Best Banks
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As per the gangsters' views, soon one by one, will come out with up grade versions, with target price above $70.... remember, the black market' s view has always been a long term $100 price target, so this is nothing.... dyodddd anyway..... Following the report released on Tuesday (Jul 7, 2026), Citi' s new target prices for Singapore' s three major banks are as follows: 1. DBS Group Holdings: S$73.50 (raised from S$65.00) 2. OCBC Bank: S$28.40 (raised from S$24.50) 3. United Overseas Bank (UOB): S$41.50 (raised from S$37.40) https://www.wsj.com/business/financial-services-roundup-market-talk-67b041dc Citi' s Ratings & Sector Outlook
The upgrades by Citi Research analyst Tan Yong Hong were driven by an expected 10% earnings growth for the sector in the 2027 and 2028 financial years. This is heavily supported by a recovery in loan growth and structural shifts in system liquidity that will boost net interest margins (NIMs).
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| 07-Jul-2026 22:21 |
DBS
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The Best of the Best Banks
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Seriously, please try not to blink again! The comprehensive projection profile for DBS Group Holdings Ltd has been structurally updated based on mid-2026 data. Multiple data sets have shifted following DBS' s recent historic push toward all-time intraday highs near S$67~S$69. This structural adjustment changes multiple 1-year algorithmic models to reflect elevated multi-year support baselines. It also factors in structural updates to the institutional consensus pricing matrix following recent analyst revisions. Algorithmic & Predictive Models (Data-Driven) (1) Traders Union Model: > 1-Year (Mid-2027): S$68.90 baseline tracking structural net interest margin (NIM) recoveries driven by stronger loan growth. > 3-Year (2029): S$75.40 pricing in regional wealth management digital inflows. and accelerated asset-under-management (AUM) growth from global safe-haven inflows. > 5-Year (2031): S$86.10 structural compounding tracking long-term ASEAN market expansion and reflecting deeper cross-border transaction scale. (2) Meyka AI Model: > 1-Year (Mid-2027): S$69.10 factoring in elevated transactional fee structures and automated institutional trading fee volume recoveries. > 3-Year (2029): S$77.80 modeling sustained global interest rate baselines keeping net interest income resilient. > 5-Year (2031): S$92.40 calculating localized operational efficiency savings via integrated corporate banking AI blocks. (3) Gov Capital Deep Learning: > 1-Year (Mid-2027): S$71.20 pushing through multi-year overhead technical boundaries after recent price breakouts. > 3-Year (2029): S$88.30 tracking a highly aggressive momentum-weighted mathematical curve. > 5-Year (2031): S$108.50 establishing an upper-bound mathematical growth terminal cap. (4) I Know First Predictive Model: > 1-Year (Mid-2027): S$67.90 strongly anchored by defensive tier-1 capital ratios and excellent liquidity profiles. > 3-Year (2029): S$76.50 driven by structural wealth management and institutional fee diversity expansions. > 5-Year (2031): S$89.20 targeting stable return on equity (ROE) retention trends. (5) WalletInvestor Forecast: > 1-Year (Mid-2027): S$66.20 capturing short-term automated technical and algorithmic moving average adjustments. > 3-Year & 5-Year (2029/2031): S$60.10 structural model correction algorithmic trend lines face tracking friction as historical code patterns struggle with structurally higher macroeconomic rate shifts. Fundamental & Ratio Valuations (6) StocksGuide Ratio Valuation: > 1-Year (Mid-2027): S$69.00 applying an updated 12.1x forward P/E multiple against elevated corporate earnings consensus. > 3-Year (2029): S$78.30 matching Peter Lynch Fair Value alignments using an upgraded ~16.5% earnings retention trajectory. > 5-Year (2031): S$85.90 pricing in long-term terminal P/E compressions offset by a major expansion in regional wealth assets. (7) StockInvest.us Technical Model: > 1-Year (Mid-2027): S$70.50 catching an uninhibited price channel breakout past previous psychological resistance. > 3-Year (2029): S$76.90 projecting standard multi-year trend extensions inside an elevated structural envelope. > 5-Year (2031): S$88.20 lifting long-term horizontal technical support walls incrementally higher to protect against market corrections. Market Consensus Aggregators (8) Seeking Alpha Platform Projections: > 1-Year (Mid-2027): S$66.50 average consensus tracking toward an optimistic peak target of S$72.50. > 3-Year (2029): S$74.80 implied valuation matching a solid mid-single-digit net income CAGR profile. > 5-Year (2031): S$83.50 bull-case target ceiling reliant on Singapore' s compounding regional safe-haven status. (9) TradingView Analyst Forecast Hub: > 1-Year (Mid-2027): S$66.00 median analyst consensus, pushing old historical support levels up entirely. > 3-Year (2029): S$72.20 extended multi-week trend-channel progression modeling. > 5-Year (2031): S$81.40 upper distribution boundary cap under standard normal variance rules. (10) TipRanks Analyst Consensus Hub: > 1-Year (Mid-2027): S$66.67 median consensus tracking between a defensive floor of S$60.00 and an optimistic peak of S$72.50. > 3-Year (2029): S$73.10 implied fair value modeling when projecting historical rolling institutional Buy-to-Hold ratios forward. > 5-Year (2031): S$80.20 long-term valuation target assuming stable dividend re-investment structures and steady asset under management (AUM) growth. Institutional Consensus Targets (11) MarketScreener Consensus Platform: > One-Year Horizon: Average S$64.08 Optimistic Upper-Bound S$72.50, reflecting a complete repricing of regional equity yields and capital management rules. (12) Highest Consensus Price Target: > One-Year Average Institutional Target: Stabilized around S$64.50 to S$67.00 as major research desks upgrade core numbers due to expanding system liquidity. > Peak Institutional Target: S$72.50 (held by UOB Kay Hian, marking the street-high outlier target), closely trailed by JPMorgan at S$70.00. > Other Key Regional Updates: $69.90 (CGSI), S$67.50 (Phillip Securities), S$66.10 (RHB Research), S$65.31 (Maybank Research), $65.00+ (Goldman Sachs) > Black Market Views: We have excluded the price targets of Morningstar, Macquarie, OCBC Research, CitiGroup, Jefferies because they are embarrassingly low. Based on the coffee shop uncles, we may be in for bonus treat. But because the views were expressed in the midst of a very noisy World Cup game, we don' t know if they were referring to DBS or OCBC.
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| 07-Jul-2026 01:30 |
Addvalue Tech
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I set up shop in this Orchard Road belt is for high class LONG TERM investors who believe that this is a potential generational stock.... not for people to monkey around, like bluffing that you bought few hundred lots at the lowest and sold at the highest , and then hoping for the price will drop for you to pick up again...... not tired meh?...... I bet you when today, when price shoot over to 0.15, you would blow that you bought yesterday at the lowest, when you were hoping for 0.132...... look, theres two pasar malams near by.... if you want to sell koyok or soliciit for your cheap business you and your stocky chicken can go there .... i assure, you can easily get many Banglas there, ...... meanwhile, while monkey and his stocky chicken is hoping for 0.132, if what I heard is true, looks like 0.24 may be too low even ......
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| 30-Jun-2026 20:50 |
Others
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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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Seatrium is involved in this engineering masterpiece!!! ==================== How American engineers unlocked the impossible beneath the Gulf of America. American drillships now operate at 20,000 psi, unlocking tens of billions of barrels once deemed unreachable https://www.foxnews.com/opinion/how-american-engineers-unlocked-impossible-beneath-gulf-america Seatrium is directly and extensively involved in the massive engineering breakthrough taking place in the Gulf of America. The Fox News article titled " How American engineers unlocked the impossible beneath the Gulf of America" specifically highlights two game-changing 20,000 psi (20K) eighth-generation drillships: the Deepwater Titan and the Deepwater Atlas Seatrium is the foundational builder of the world' s most advanced 20,000 psi (20K) ultra-deepwater drilling technology, enabling the unlocking of previously unreachable oil reserves in the Gulf of America. Through the construction of the Deepwater Titan and Deepwater Atlas, the company established the 8th-generation drillship benchmark for extreme high-pressure, high-temperature operations. Furthermore, Seatrium is driving the next phase of energy production in the region by constructing massive, high-pressure floating production units for major projects, including Shell' s Sparta and BP' s Kaskida and Tiber developments. |
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| 26-Jun-2026 16:05 |
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Before the " Seventh Month......" https://www.theedgesingapore.com/news/value-unlocked/defying-gravity-addvalue-pursues-further-growth-space-sector Tan also revealed there will be more analysts upgrade coming very soon, and the koyok could be even better than this Maybank' s outlook.........With the better-than-expected FY2026 earnings and prospects of the Nasdaq spin-off listing, Seet has applied 30 times FY2027 sales valuation to value the company at 34 cents, which is an upside of 148.2% to the June 24 closing price of 13.7 cents. Even at this valuation multiple, Addvalue would still be at a 65% discount to global peers, according to the analyst. " With US valuations far higher than in Singapore, we estimate a potential market cap in the US$180 million to US$250 million range and the potential to return some cash to shareholders if the IDRS division is successfully listed on the Nasdaq," writes Seet in his June 8 report. |
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| 24-Jun-2026 16:56 |
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More more ..... more news..... haha also chance to add more.... hope the whiner88 and his 888 clone is at bottom of the ocean, while we fly to space in time to come..... Singapore investors see SpaceX investment as a long-term bet on the future of the space economy. With its growth potential, the US company could become a key firm supporting a new layer of economic activity https://www.businesstimes.com.sg/companies-markets/singapore-investors-see-spacex-investment-long-term-bet-future-space-economy Lim Qing Ru, The founding partner at venture capital firm True Global Ventures 4 , " We truly believe that the space economy is just at the very beginning of its story." Investors believe that cheaper and more reliable access to orbit could pave the way for more space-enabled businesses, ranging from satellite broadband and Earth observation to data services, artificial intelligence and other commercial uses. With that long-term growth potential, SpaceX could become a key company supporting a new layer of economic activity. Singapore&rsquo s own push into the space sector has added a local dimension to the investment theme. A rocket may thrill, but do not forget the power of compounding. Alongside disciplined investing, it can drive long-term gains, as history consistently shows https://www.businesstimes.com.sg/wealth/wealth-investing/rocket-may-thrill-do-not-forget-power-compounding " However, history consistently shows that long-term gains are driven not by chasing the next big winner, but instead by disciplined investing and allowing compounding to do the heavy lifting." The Business Times article emphasizes that long-term wealth is generated through disciplined investing and the consistent reinvestment of high dividends, rather than chasing volatile market trends. It highlights that through compounding, a long-term, disciplined approach is far more effective at building capital than sporadic, high-risk investments.
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| 24-Jun-2026 16:40 |
Hiap Seng Ind
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HSI and Vibrant
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Haha.../ somebody jumped the gun at Vibrant...... but my lips are sealed.... don' t want that whiner88 and his other 888 clone to know anything |
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| 22-Jun-2026 23:17 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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As usual, in case you wondering what happened today, you need the uneducated coffee shop uncles to explain ......as always they' ll tell their stories in a very light hearted way..... but unfortunately, some clown been mocking them, so we will be posting less from now on...... very much less..... don' t want the clown to peep into here to look for tips and buy hundreds and hundreds of lots, more than the uncles' 1 or 2 lots!......by the time you get the news, the game is almost over....... shiok..... ============== Monday, 22 June 2026 marks the official index rebalancing day for the iEdge Singapore Next 50 indices, serving as a primary structural catalyst for today' s massive price spikes and heavy trading volumes in AEM Holdings, Frencken Group, and UMS Integration. The Index Rebalancing Catalyst The Singapore Exchange officially implemented its quarterly index review at the start of today' s trading session. This event created immediate, forced buying pressure from passive fund managers:
Market Impact & Institutional Buy Volumes
Concurring Macroeconomic Drivers While the index rebalancing triggered automated buy orders today, the sheer size of the rally was supercharged by broader fundamental tailwinds:
Meanwhile, AEM synergistic news never fall to amaze&hellip ..WATCH! Intel stock surges 494% since US government took stake in 2025 https://www.foxbusiness.com/video/6399079485112 |
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| 22-Jun-2026 21:17 |
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Heard, heard only ah, a related corporate development will be out this week.......no wonder coffee shop customers were shouting Huat Ah! Don' t know if they were shouting because of their World Cup winnings, or this news they just heard......... Meanwhile ...... Singapore investors see SpaceX investment as a long-term bet on the future of the space economy With its growth potential, the US company could become a key firm supporting a new layer of economic activity |
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| 22-Jun-2026 00:01 |
CSE Global
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Powering the AI-Driven Data Centre Expansion
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When I told the coffee shop uncles that one clown here was laughing at them for shouting No $4 No Sell and to " tan ku ku" , they immediately throw this joker under the bus with all kinds of Hokkien' s expletives : " Screw the b@stard lah..... of course $4, you have to tan ku ku mah, because this what the stock is worth long term mah......... what we trying to say is if got takeover and the offer is only a low ball $2 or $2 plus, they can go and fly kite, because the stock is worth much more! They think we don' t know what' s is going on behind the scenes! .... look at AEM, when it was running at $3 plus, we were shouting no $8 no sell, and one ah tong was insulting us if we were drunk..... look what happened!!!! Idiot! Really idiotic trouble maker.....our stocks is not for people to play around short term.... if he doesn' t understand what we are saying, better ask him to go and screw a rock, and not come and find trouble... like he did in getting the AEM thread locked!......" and so, the uncles double down by providing more insights of the stock, which I cut and paste a snippet here........ HUAT AH! FOLLOW THE COFFEE SHOP UNCLES AH!!! No accept of privatisation offer if it is only a low ball $2 offer! More to it than meet the eyes if " T" is in cohorts with the company to buy out minorities cheap cheap!! Now is only the start of the AI BOOM!!! ========================= Is CSE Global a Good Stock Play in the AI Boom? Data centers have transitioned from standard digital warehouses into the central physical engines powering global artificial intelligence. Because complex AI workloads require immense, highly volatile data processing, the constraint on AI growth has shifted heavily from software to physical data center infrastructure. Specifically, AI processing demands a vast amount of localized power and real-time connectivity to avoid system crashes. CSE Global has established itself as a premier, small-cap pick-and-shovel proxy for this expansion. It does not write AI software instead, it engineers the vital electrification and communication backbones that modern data centers need to function. Why Data Centers are Central to AI Infrastructure
Why CSE Global is Central to AI-Driven Data Centers
Market Verdict
The Smartest Way to Play the AI Boom in 2026 https://oilprice.com/Energy/Energy-General/The-Smartest-Way-to-Play-the-AI-Boom-in-2026.html How AI Is Transforming Data Centers and Ramping Up Power Demand https://www.goldmansachs.com/insights/articles/how-ai-is-transforming-data-centers-and-ramping-up-power-demand CSE: 1H26 Margin Pressure Before Data Centre Project Ramp-Up Powers Stronger 2H26 https://www.nextinsight.net/story-archive-mainmenu-60/949-2026/16728-cse-1h26-margin-pressure-before-data-centre-project-ramp-up-powers-stronger-2h26#google_vignette AI drives data centre power demand surge in Australia https://itbrief.com.au/story/ai-drives-data-centre-power-demand-surge-in-australia What AI' s Energy Demand Means for Lithium Supply Chains https://www.kbr.com/en/insights-news/stories/what-ais-energy-demand-means-lithium-supply-chains Why Data Centers Are the New Powerhouses of the AI Economy https://www.entrepreneur.com/growing-a-business/why-data-centers-are-the-new-powerhouses-of-the-ai-economy/485816 Why full-stack AI infrastructure matters https://submer.com/blog/why-full-stack-ai-infrastructure-matters/ CSE Global' s share slide over boardroom clash overblown: analysts https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/cse-globals-share-slide-over-boardroom-clash-overblown-analysts CSE Global new orders rise 74.6% in first quarter of 2026 https://www.itiger.com/news/1119609552 CSE Global: Earnings Growth Drivers remain intact https://sginvestors.io/analysts/research/2026/05/cse-global-rhb-research-2026-05-21#google_vignette AI is redefining data center infrastructure: Insights from Data Center Vision 2030 https://www.vertiv.com/en-us/insights/articles/blog-posts/ai-is-redefining-data-center-infrastructure-insights-from-data-center-vision-2030/ How veteran engineering firm left oil and gas for data centres and power grids https://www.straitstimes.com/business/veteran-engineering-firm-pivots-to-data-centres-and-power-grids-cse-global We Ran A Stock Scan For Earnings Growth And CSE Global Passed With Ease https://finance.yahoo.com/markets/stocks/articles/ran-stock-scan-earnings-growth-003834696.html Citing recent share price correction as an opportunity to board, Maybank' s Seet maintains BUY call on CSE Global https://sginvestors.io/analysts/research/2026/06/cse-global-maybank-research-2026-06-18 |
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| 20-Jun-2026 17:01 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Let me provide you a narrative why the gangsters are unbelievably good..... in late January this year, iFAST highest was $11.60 and AEM was almost $10 lower.......Before AEM were to overtake iFAST 4 months later, the black market people were no longer seeing AEM as a " iFAST" run type of stock but more as a " Nvidia" no-horse-run type of stock (read my posts on this in this thread). So what is a Nvidia boh-beh-chow? Well, you can listen to this ANG MOH coffee shop story to understand a little bit better...... AN ANG MOH COFFEE SHOP STORY There' s really no such thing as being " too late" to buy a supercharged growth stock when it' s riding a massive AI BOOM, especially when it' s only at the beginning of the cycle..... Check out this Ang Moh' s story about how he doubled his Nvidia investment in just over a year https://uk.finance.yahoo.com/news/good-gets-nvidia-shares-144103531.html?.tsrc=applewf But but but....... > He didn' t buy in 2020 when Nvidia was trading dirt cheap at a split-adjusted price of $5 to $13 pre share.....he monitored instead and he waited > He still didn' t buy in January 2023, when the stock bottomed out at a split-adjusted price of roughly $14.30 per share......again he hesitated, watched from the sidelines..... > Hell, he even missed the boat in January 2024 when it started the year at a split-adjusted $47.60 per share.....still he monitored and waited and waited, for the price to come down to his dream level of course..... Finally, he couldn' t take it any longer, and bit the bullet in January 2025 at $117 per share. Guess what? Today, the price is sitting past $212. He made almost double his investment in slightly over a year just by jumping in, even though he felt like he was " late to the party." So if you' re looking at AEM right now and worrying that the price is " too high," remember this Ang Moh NVIDIA story. When a company is sitting right in the sweet spot of secular, long-term AI infrastructure growth, what feels like a peak today could easily look like a bargain tomorrow.... also remember what the mafia chiefs have been reminding every one over and over again, " We are only at the beginning of the AI BOOM!" Nice story, right? Okay, as with every coffee shop story, remember to listen to it with a cold glass of beer and some fried chicken with a sprinkle of salt...... |
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| 19-Jun-2026 20:47 |
CSE Global
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Powering the AI-Driven Data Centre Expansion
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Late last month, I wrote somewhere (I think in the UMS thread) that CSE will hit " $2 soon" ... and some bros got excited..... this was based on what I heard from the coffeee shop uncles that there' s a possibility of a privatisation, and the offer price is at least two dollar....in the days that followed, the price was moving nicely up from $1.50 plus to over $1.90.... then came the boardroom fight, and the price took a beating.... the bleeding has since went into recess.... this week, for the past two days, price suddenly shot up from $1.20 plus to $1.52 today ... I what' sapp the mafia bosses analyst to find out what' s it' s all about.... he came back with a very intellectual reply.... too cheemp, so I asked him to simplify for me.... this is what he wrote.....
" A strategic review of CSE Global, prompted by a third-party offer and backed by Heliconia Capital, suggests a 75% probability of privatization, with an anticipated offer price range of S$1.90 to S$2.25 per share. This valuation range is derived by applying a 25% ~ 40% control premium to the share price, accounting for institutional broker targets, and factoring in premium valuation for the company' s $1.5 billion Amazon data center contract pipeline. " Now, that Mr Tan has sort of let the cat out of the bag, by suggesting that Mr Lai has intended to offer to the third party only, there is a likelihood that Mr Lai (in consultation with T) has to make a general offer to all the shareholders, otherwise, he will face backlash from the retail shareholders and may be forced to come out with a FULL explanation...... BUT FOR SOME, THERE IS MORE-THAN MEETS THE EYES, AND THE EYES CAN SEE THAT SOMETHING BIG MUST BE GOING ON BEHIND THE SCENE, FOR MR LAI (WITH FULL KNOWLEDGE FROM T) WANTING TO BUY OUT THE THIRD PARTY SHARES, KNOWING THAT IT IS A VERY ATTRACTIVE OFFER TO THEM...... No wonder coffee shop uncles have been shouting NO $4 NO SELL!!!!! |
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| 19-Jun-2026 12:24 |
UMS
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Scaling new HEIGHTS with new catalysts
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You are wrong, retailers buying and selling in UMS, is what moving the stock or making the stock active. Here' s what we know of the activity going in these three stocks... AEM: massive institutional buying, little retail buying because of the high prices and low shares float UMS: big retailer interest, less than moderate institutional interests Frencken: huge trading activity, especially " pushing up" by insiders and their proxies and cronies... little institutional interest...... the most manipulated stock among the three. each has its advantages and disadvantages.... the important thing to look out for is what may be moving the stock, like company announcements, corporate developments, business news...... AEM, by far, has the most positive news, with the earth shattering brewings yet to come.......of course market sentiments, and the AI boom has been adding to the positivity, especially to Frencken even if there' s hardly any news developments ......... dyodddd, anyway...... |
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| 19-Jun-2026 12:02 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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SPECIAL REQUEST TO AH TONG..... ' Please could you remove the image in your post below?.... it makes the posts in this thread bloated because of its massive size. thanks, Huat together ahhh.... |
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| 19-Jun-2026 11:55 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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You can try talking down the stock as much as you, but nothing will change the fact that there is one direction AEM is moving, and the best news is THE BEST IS YET TO COME!Juz to let you know, even at every World Cup football match at every coffee shop, the uncles will always bring this topic out... Now, every where at every coffee shop, there are posters, notice board, billboards in neon lights commenting on AEM... here is one I thought you may be interested to note.....AS THE SAYING NOW GOES: GO BIG ON AEM, OR GO HOME..... but please hor, invest with your OWN money, don' t borrow from ah tong, I mean ah longs, to buy...... and dyoddddd please! The gangsters are too unbelievable! ======== Apple will partner with Intel to design and manufacture chips in the US, according to President Donald Trump, as Washington pushes to strengthen domestic semiconductor production and supply chains.
https://www.cnbctv18.com/technology/apple-to-work-with-intel-on-us-made-chips-as-trump-backs-domestic-production-19927806.htm Big news! Intel stock just surged 10% after Trump announced that Apple is partnering with Intel to design and make chips right here in the US. The goal? Bring semiconductor production home and reduce reliance on Taiwan. Now, you might think: " Wait, if production moves to the US, is that bad news for our Singapore-listed AEM Holdings ?"
NOPE! It is actually a massive win and highly bullish for AEM' s valuation. Here is why you shouldn' t worry about the onshoring hype: AEM is a global infrastructure partner, not a local factory. When Intel wins, AEM wins ~ PERIOD!. It doesn' t matter where the chips are physically made. Here is why this deal is a huge catalyst for AEM:
Bottom line? Fire up those engines, because AEM is perfectly positioned to ride this wave!
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| 18-Jun-2026 17:23 |
OCBC Bank
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Mind boggling results
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As the coffee shop uncles have been screaming non-stop throughout here, mid twenties will be hit by mid year... now is exactly mid year, now is $25.08.... which is mid twenties.... if not for the screw-lose chartist who h as been spamming the whole thread with h is obscene OCBC threads, I would be able to bring in man y behind the scene views and news.... but any way, this bugger is so bloody strong, that even if the gangsters never hint any thing, it will still hit its targets... onwards to thirties now..... unstoppable! | ||||
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| 17-Jun-2026 23:40 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Welcome back, ah tong...... since you show such interest and keenness, and since you asked, while at the coffee shop just now to watch the World Cup replay, I asked the coffee shop uncles to help answer your question, and they were happy to share.......here is a rough translation of their Hokkien presentation, as well as other news reports of the recent week which may be useful to those holding long term interests..... ========== Intel begins production of most-advanced chip, inching closer to possible Apple deal https://www.cnbc.com/2026/06/16/intel-begins-production-of-18a-p-inches-closer-to-possible-apple-deal.html This news is highly beneficial and of great significance to AEM Holdings. Because Intel historically contributes over 60% of AEM' screvenue as its primary test handler supplier, any material advancement in Intel' s manufacturing scale or customer acquisition directly drives AEM' s long-term business pipeline. 1. Direct Benefits to AEM > Higher Testing Volume: Winning Apple fills Intel' s factories, maximizing the volume of chips requiring AEM handlers. > Longer Test Cycles: Advanced architectures require extended testing time, increasing demand for high-margin testing equipment. > Validation of Testing Lead: Intel' s complex packaging needs AEM' s market-leading System Level Testing (SLT). 2. Market Context > The " Intel Proxy" Effect: AEM stock trades in tandem with Intel' s success, often surging on Intel expansion news. > Turnaround Catalyst: Analysts link AEM' s valuation recovery directly to Intel' s foundry contract breakthroughs. ========== Do Tech Giant Updates Benefit AEM Holdings? Positive developments from foundry giants (Intel), hyperscalers (Microsoft, Meta, Amazon), and fabless chip designers (AMD, Nvidia) directly strengthen AEM' s long-term business pipeline. As a vital backend testing partner, AEM benefits whenever these giants win clients, advance manufacturing nodes, or announce aggressive capital expenditure for custom AI infrastructure. These actions route higher chip volumes through advanced packaging facilities, translating directly into increased sales for AEM' s customized SLT equipment. Key Institutional Developments to Watch Besides direct press releases issued by tech giants themselves that may have beneficial effects on AEM, there are other related developments to watch closely
Positive updates resulting in beneficial effects for AEM 1. AMD Growth Signals (AI Chip Expansion)
2. Nvidia Momentum (Agentic AI & Next-Gen R& D)
3. Hyperscaler Spending (The $380B Infrastructure Wave)
4. Macro Environment (Singapore' s Export Boom)
5. Enterprise Adoption (HSBC & Google AI Integration)
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| 16-Jun-2026 23:02 |
AEM SGD
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AEM (+Venture, UMS) the most AI-relevant SGX stock
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Chips still king of Singapore exports amid non-tech upswing in Asia. The Republic produces one in 10 chips globally and one in five pieces of semiconductor equipment https://www.businesstimes.com.sg/singapore/chips-still-king-singapore-exports-amid-non-tech-upswing-asia This publicised fact is super relevant, significant, and beneficial to both AEM Holdings and UMS Holdings, while being only moderately relevant to Venture Corporation.
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