Back

Latest Forum Topics / AEM SGD    Last:9.57    -0.33

Post Reply

business turnaround ? Post Reply Rate topic
guiren Veteran	04-Apr-2024 16:07        guiren About Contact  Quote this Post!
x 0   x 0  Alert Admin	Enter AI era,, the sky is the limit ,,, LoudShout      ( Date: 04-Apr-2024 15:57) Posted: Any updated report from CGS?
Useful To Me  Not Useful To Me
LoudShout Master	04-Apr-2024 15:57        LoudShout About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any updated report from CGS?
Useful To Me  Not Useful To Me
MambaFinancial89 Veteran	04-Apr-2024 13:33        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	Analysts pleased with AEM Holdings new order win Maybank upgrades call to BUY at higher TP Following a company update, Maybank Securities has upgraded its call on AEM to BUY from HOLD, with an increased target price of $2.78 from $2.13 previously, while DBS Group Research has kept its HOLD call and target price of $2.26 unchanged. In his April 3 report, Maybanks Jarick Seet attributes his upgraded call to the companys high volume order by a major fabless provider of high-performance compute (HPC) and artificial intelligence (AI) semiconductor chips, which he expects to contribute to at least $24 million or 5% of FY2024 revenue. This will address the emerging test needs for the customers new device roadmap and will commence delivery in FY2024, with further deliveries expected in the following years, writes Seet. He adds: In addition, we expect its core customer to increase orders in 2HFY2024 based on our channel checks as other suppliers are getting encouraging forecasts for 2HFY2024. As a result, we think the worst is over for AEM and raise our FY2024 revenue and profit after tax and minority interests (patmi) by 24% and 50%, respectively. The analyst also notes that the new order lifts AEMs FY2024 and 2HFY2024 guidance significantly, which was previously downbeat with a 1HFY2024 revenue guidance of only $170 million to $200 million, due to uncertainties for new product ramps. Overall, Seet is encouraged by the update, adding that his latest channel checks has revealed AEMs main customer has provided a more bullish 2HFY2024 forecast to its suppliers, which he believed AEM could potentially benefit from. We believe that the worst should be over and while the upcoming 1QFY2024 should remain weak, we expect a better outlook could potentially rerate the stock upwards and most negative news would have been priced in, concludes the analyst. Upside factors noted by Seet include revenue expansion from securing new customers or increased orders from existing customers, synergistic and accretive acquisitions as well as positive customer-related news flow that could catalyse improved orders for AEM. Conversely, downside risks include order cancellations, delays and earnings misses, emerging technology from rivals that could erode AEMs competitive position with customers, and lastly, an erosion in competitive advantages of core customers as a result of company-specific or industry-related developments.  Meanwhile, although the team of analysts at DBS is similarly positive on the companys new order win, they await more updates before making any changes to their call or estimation. They write: Although the size of the order win is undisclosed, we believe that this is a step in the right direction in meeting its aim of growing revenue from new test insertion wins by more than five times from low double-digit millions in FY2023 to triple-digit millions in FY2025. The new order win offers some ground for optimism, but we prefer to stand on the sidelines for now as the limited details make it challenging to assess and quantify the opportunity from the new order wins, adds the team at DBS. Additionally, they note that the near-term remains cloudy due to the uncertainties in ramp timings and the pace of the semiconductor industrys recovery.
Useful To Me  Not Useful To Me
MambaFinancial89 Veteran	03-Apr-2024 15:19        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	Closed, bro. Have moved on.  rlong8288      ( Date: 03-Apr-2024 13:59) Posted: so lost inventores issue CLOSED or ....still pending MambaFinancial89      ( Date: 03-Apr-2024 13:26) Posted: Undisclosed but the announcement mentioned that it will be over multiple years with commencement in FY2024. Wait and see, maybe AEM will revise guidance upwards. Apologies, maybe AEM will give a 2H24 guidance. Reread the announcement they only guided 1H24.
Useful To Me  Not Useful To Me
unclebond Master	03-Apr-2024 15:03        unclebond About Contact  Quote this Post!
x 0   x 0  Alert Admin	i hope there will be more short covering from European fund later. Their markets open after 3pm?
Useful To Me  Not Useful To Me
tongphlp Supreme	03-Apr-2024 14:40        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	whatever Nair says, take it with a pinch of salt...learn from past experience.. MambaFinancial89      ( Date: 03-Apr-2024 11:40) Posted: Hot stock: AEM climbs as much as 13.4% following contract win SHARES of mainboard-listed AEM jumped as much as 13.4 per cent on Wednesday (Apr 3) after announcing a contract win for its automated burn-in (ABI) test system. The counter reached a high of S$2.45 at 9.53 am, up S$0.29. By 10.52 am, shares of AEM were trading 10.7 per cent or S$0.23 higher at S$2.39, with 6.7 million shares changing hands. On Wednesday, AEM, which provides advanced chip-testing solutions, announced a contract win from a major fabless provider of high-performance compute and artificial intelligence (AI) semiconductor chips. The companys ABI test system was selected by the customer as a plan-of-record solution to address the latter&rsquo s emerging test needs for a new device roadmap. This win further expands our industry leadership in advanced, high parallel burn-in solutions and proves that we provide value-added, full turnkey solutions to enable our customers to shift towards Test 2.0 in a cost-effective manner, said AEM chief executive Chandran Nair. The systems test products by subjecting them to extended periods of operation under stressful conditions, typically to detect potential defects or weaknesses before they reach the end consumer.
Useful To Me  Not Useful To Me
rlong8288 Master	03-Apr-2024 13:59        rlong8288 About Contact  Quote this Post!
x 0   x 0  Alert Admin	so lost inventores issue CLOSED or ....still pending MambaFinancial89      ( Date: 03-Apr-2024 13:26) Posted: Undisclosed but the announcement mentioned that it will be over multiple years with commencement in FY2024. Wait and see, maybe AEM will revise guidance upwards. Apologies, maybe AEM will give a 2H24 guidance. Reread the announcement they only guided 1H24.    112233      ( Date: 03-Apr-2024 12:13) Posted: how much is the contract worth?
Useful To Me  Not Useful To Me
MambaFinancial89 Veteran	03-Apr-2024 13:26        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	Undisclosed but the announcement mentioned that it will be over multiple years with commencement in FY2024. Wait and see, maybe AEM will revise guidance upwards. Apologies, maybe AEM will give a 2H24 guidance. Reread the announcement they only guided 1H24.    112233      ( Date: 03-Apr-2024 12:13) Posted: how much is the contract worth?  MambaFinancial89      ( Date: 03-Apr-2024 11:40) Posted: Hot stock: AEM climbs as much as 13.4% following contract win SHARES of mainboard-listed AEM jumped as much as 13.4 per cent on Wednesday (Apr 3) after announcing a contract win for its automated burn-in (ABI) test system. The counter reached a high of S$2.45 at 9.53 am, up S$0.29. By 10.52 am, shares of AEM were trading 10.7 per cent or S$0.23 higher at S$2.39, with 6.7 million shares changing hands. On Wednesday, AEM, which provides advanced chip-testing solutions, announced a contract win from a major fabless provider of high-performance compute and artificial intelligence (AI) semiconductor chips. The companys ABI test system was selected by the customer as a plan-of-record solution to address the latter&rsquo s emerging test needs for a new device roadmap. This win further expands our industry leadership in advanced, high parallel burn-in solutions and proves that we provide value-added, full turnkey solutions to enable our customers to shift towards Test 2.0 in a cost-effective manner, said AEM chief executive Chandran Nair. The systems test products by subjecting them to extended periods of operation under stressful conditions, typically to detect potential defects or weaknesses before they reach the end consumer.
Useful To Me  Not Useful To Me
112233 Master	03-Apr-2024 12:13        112233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	how much is the contract worth?  MambaFinancial89      ( Date: 03-Apr-2024 11:40) Posted: Hot stock: AEM climbs as much as 13.4% following contract win SHARES of mainboard-listed AEM jumped as much as 13.4 per cent on Wednesday (Apr 3) after announcing a contract win for its automated burn-in (ABI) test system. The counter reached a high of S$2.45 at 9.53 am, up S$0.29. By 10.52 am, shares of AEM were trading 10.7 per cent or S$0.23 higher at S$2.39, with 6.7 million shares changing hands. On Wednesday, AEM, which provides advanced chip-testing solutions, announced a contract win from a major fabless provider of high-performance compute and artificial intelligence (AI) semiconductor chips. The companys ABI test system was selected by the customer as a plan-of-record solution to address the latter&rsquo s emerging test needs for a new device roadmap. This win further expands our industry leadership in advanced, high parallel burn-in solutions and proves that we provide value-added, full turnkey solutions to enable our customers to shift towards Test 2.0 in a cost-effective manner, said AEM chief executive Chandran Nair. The systems test products by subjecting them to extended periods of operation under stressful conditions, typically to detect potential defects or weaknesses before they reach the end consumer.
Useful To Me  Not Useful To Me
MambaFinancial89 Veteran	03-Apr-2024 11:40        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	Hot stock: AEM climbs as much as 13.4% following contract win SHARES of mainboard-listed AEM jumped as much as 13.4 per cent on Wednesday (Apr 3) after announcing a contract win for its automated burn-in (ABI) test system. The counter reached a high of S$2.45 at 9.53 am, up S$0.29. By 10.52 am, shares of AEM were trading 10.7 per cent or S$0.23 higher at S$2.39, with 6.7 million shares changing hands. On Wednesday, AEM, which provides advanced chip-testing solutions, announced a contract win from a major fabless provider of high-performance compute and artificial intelligence (AI) semiconductor chips. The companys ABI test system was selected by the customer as a plan-of-record solution to address the latter&rsquo s emerging test needs for a new device roadmap. This win further expands our industry leadership in advanced, high parallel burn-in solutions and proves that we provide value-added, full turnkey solutions to enable our customers to shift towards Test 2.0 in a cost-effective manner, said AEM chief executive Chandran Nair. The systems test products by subjecting them to extended periods of operation under stressful conditions, typically to detect potential defects or weaknesses before they reach the end consumer.
Useful To Me  Not Useful To Me
tongphlp Supreme	03-Apr-2024 10:53        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	did they also have an issue of overstating their inventories too?.....hmmm....well, if he' s that good, why did he leave? sure for better $$ but if he' s doing a damn good job, they would have doubled the pay to keep him but chose to let him leave...   beng1102      ( Date: 03-Apr-2024 10:33) Posted: Current CEO was previous working in ST Eng, both ST Eng and AEM are sovereign wealth fund invested.    VERY GOOD NETWORK will get u where u want to go. tongphlp      ( Date: 03-Apr-2024 10:25) Posted: expected CEO fired yet
Useful To Me  Not Useful To Me
dontbetray Master	03-Apr-2024 10:42        dontbetray About Contact  Quote this Post!
x 0   x 0  Alert Admin	you have been in this counter since covid tongphlp      ( Date: 03-Apr-2024 10:25) Posted: expected CEO fired yet? rghleex1      ( Date: 01-Apr-2024 11:07) Posted: Hopeless! Intel gd news this counter drop further
Useful To Me  Not Useful To Me
beng1102 Elite	03-Apr-2024 10:33        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Current CEO was previous working in ST Eng, both ST Eng and AEM are sovereign wealth fund invested.    VERY GOOD NETWORK will get u where u want to go. tongphlp      ( Date: 03-Apr-2024 10:25) Posted: expected CEO fired yet? rghleex1      ( Date: 01-Apr-2024 11:07) Posted: Hopeless! Intel gd news this counter drop further
Useful To Me  Not Useful To Me
tongphlp Supreme	03-Apr-2024 10:25        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	expected CEO fired yet? rghleex1      ( Date: 01-Apr-2024 11:07) Posted: Hopeless! Intel gd news this counter drop further
Useful To Me  Not Useful To Me
tongphlp Supreme	03-Apr-2024 09:56        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	sure can trust? is it a scam? SmallSmall      ( Date: 03-Apr-2024 09:03) Posted: AEM Announces High Volume Manufacturing Order Win for its Automated Burn-In Test Solution Singapore, April 3, 2024 &ndash Today, AEM, a global leader in test and handling solutions, announced that its next-generation Automated Burn-In (ABI) test system has been selected as the Plan-of-Record solution by a major fabless provider of high-performance compute (HPC) and artificial intelligence (AI) semiconductor chips. The systems are intended for high-volume manufacturing (HVM) to address the emerging test needs for the customer' s new device roadmap and will commence delivery in FY 2024, with further deliveries expected in the following years. A key factor in what AEM' s ABI offers is the lower cost-of-test for HVM Burn-In. The fully automated operation and high parallelism allow efficient testing and stressing of high-power semiconductor devices such as AI processors, or other integrated circuits, which can significantly increase the throughput and efficiency of the testing process. These systems are designed to test products by subjecting them to extended periods of operation under stressful conditions, typically to detect potential defects or weaknesses before they reach the end consumer. AEM&rsquo s ABI test solution also offers: &bull Individual device control for test and thermal control, with advanced active thermal control at burn-in for devices requiring high power as seen in the latest generation roadmap HPC and AI devices &bull Large form factor device handling with world leading safety features &bull Powerful software to accelerate the process of bringing a device to HVM Chandran Nair, the Chief Executive Officer of AEM, said: " As we continue to push the boundaries of innovation, we' re thrilled to secure this order from a leading high-performance compute and AI semiconductor company. This win further expands our industry leadership in Page 2 of 2 AEM Holdings Ltd. 52 Serangoon North Ave 4 Singapore 555853 advanced, high parallel burn-in solutions and proves that we provide value-added, full turnkey solutions to enable our customers to shift towards Test 2.0 in a cost-effective manner. This program underscores our commitment to delivering advanced test and handling solutions that empower our customers to excel in the dynamic landscape of high-volume manufacturing and test quickly and efficiently for reliability and safety." AEM' s Test 2.0 paradigm is at the forefront of test solutions for next-generation advanced logic devices, including high-performance compute and AI. AEM leads the industry in Active Thermal Control, Advanced Factory Automation, and Test Instrumentation.
Useful To Me  Not Useful To Me
jlong0005 Senior	03-Apr-2024 09:53        jlong0005 About Contact  Quote this Post!
x 0   x 0  Alert Admin	One of the most heavy shorted counter . As at 15/03, the shorts about 15m/5%.
Useful To Me  Not Useful To Me
SmallSmall Supreme	03-Apr-2024 09:49        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will hit $2.50 today. This is a major contract SmallSmall      ( Date: 03-Apr-2024 09:03) Posted: AEM Announces High Volume Manufacturing Order Win for its Automated Burn-In Test Solution Singapore, April 3, 2024 &ndash Today, AEM, a global leader in test and handling solutions, announced that its next-generation Automated Burn-In (ABI) test system has been selected as the Plan-of-Record solution by a major fabless provider of high-performance compute (HPC) and artificial intelligence (AI) semiconductor chips. The systems are intended for high-volume manufacturing (HVM) to address the emerging test needs for the customer' s new device roadmap and will commence delivery in FY 2024, with further deliveries expected in the following years. A key factor in what AEM' s ABI offers is the lower cost-of-test for HVM Burn-In. The fully automated operation and high parallelism allow efficient testing and stressing of high-power semiconductor devices such as AI processors, or other integrated circuits, which can significantly increase the throughput and efficiency of the testing process. These systems are designed to test products by subjecting them to extended periods of operation under stressful conditions, typically to detect potential defects or weaknesses before they reach the end consumer. AEM&rsquo s ABI test solution also offers: &bull Individual device control for test and thermal control, with advanced active thermal control at burn-in for devices requiring high power as seen in the latest generation roadmap HPC and AI devices &bull Large form factor device handling with world leading safety features &bull Powerful software to accelerate the process of bringing a device to HVM Chandran Nair, the Chief Executive Officer of AEM, said: " As we continue to push the boundaries of innovation, we' re thrilled to secure this order from a leading high-performance compute and AI semiconductor company. This win further expands our industry leadership in Page 2 of 2 AEM Holdings Ltd. 52 Serangoon North Ave 4 Singapore 555853 advanced, high parallel burn-in solutions and proves that we provide value-added, full turnkey solutions to enable our customers to shift towards Test 2.0 in a cost-effective manner. This program underscores our commitment to delivering advanced test and handling solutions that empower our customers to excel in the dynamic landscape of high-volume manufacturing and test quickly and efficiently for reliability and safety." AEM' s Test 2.0 paradigm is at the forefront of test solutions for next-generation advanced logic devices, including high-performance compute and AI. AEM leads the industry in Active Thermal Control, Advanced Factory Automation, and Test Instrumentation.
Useful To Me  Not Useful To Me
SmallSmall Supreme	03-Apr-2024 09:03        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	AEM Announces High Volume Manufacturing Order Win for its Automated Burn-In Test Solution Singapore, April 3, 2024 &ndash Today, AEM, a global leader in test and handling solutions, announced that its next-generation Automated Burn-In (ABI) test system has been selected as the Plan-of-Record solution by a major fabless provider of high-performance compute (HPC) and artificial intelligence (AI) semiconductor chips. The systems are intended for high-volume manufacturing (HVM) to address the emerging test needs for the customer' s new device roadmap and will commence delivery in FY 2024, with further deliveries expected in the following years. A key factor in what AEM' s ABI offers is the lower cost-of-test for HVM Burn-In. The fully automated operation and high parallelism allow efficient testing and stressing of high-power semiconductor devices such as AI processors, or other integrated circuits, which can significantly increase the throughput and efficiency of the testing process. These systems are designed to test products by subjecting them to extended periods of operation under stressful conditions, typically to detect potential defects or weaknesses before they reach the end consumer. AEM&rsquo s ABI test solution also offers: &bull Individual device control for test and thermal control, with advanced active thermal control at burn-in for devices requiring high power as seen in the latest generation roadmap HPC and AI devices &bull Large form factor device handling with world leading safety features &bull Powerful software to accelerate the process of bringing a device to HVM Chandran Nair, the Chief Executive Officer of AEM, said: " As we continue to push the boundaries of innovation, we' re thrilled to secure this order from a leading high-performance compute and AI semiconductor company. This win further expands our industry leadership in Page 2 of 2 AEM Holdings Ltd. 52 Serangoon North Ave 4 Singapore 555853 advanced, high parallel burn-in solutions and proves that we provide value-added, full turnkey solutions to enable our customers to shift towards Test 2.0 in a cost-effective manner. This program underscores our commitment to delivering advanced test and handling solutions that empower our customers to excel in the dynamic landscape of high-volume manufacturing and test quickly and efficiently for reliability and safety." AEM' s Test 2.0 paradigm is at the forefront of test solutions for next-generation advanced logic devices, including high-performance compute and AI. AEM leads the industry in Active Thermal Control, Advanced Factory Automation, and Test Instrumentation.
Useful To Me  Not Useful To Me
rghleex1 Master	01-Apr-2024 11:15        rghleex1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If one day, lost Intel, then they kaput, no new business dev n diversification
Useful To Me  Not Useful To Me
rghleex1 Master	01-Apr-2024 11:07        rghleex1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopeless! Intel gd news this counter drop further
Useful To Me  Not Useful To Me

                                                         First   < Newer   1521-1540 of 19773   Older>   Last