Latest Forum Topics /
AEM SGD
Last:10.16
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business turnaround ?
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wehuattogether88
Supreme |
12-Nov-2025 21:34
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AEM Holdings has reported a net profit of $4.02 million for the 9MFY2025 ended Sept 30, a reversal from a net loss in the previous year.
Revenue for the nine months ended Sept came in 16% y-o-y higher at $287.5 million, and profit before tax surged 592.2% y-o-y to $6.2 million. PBT margin therefore came in at 2.2% up 1.8 percentage points y-o-y. The increase in revenue was driven primarily by the ramp into high-volume manufacturing at its major AI / HPC customer, along with the pull-in of orders related to its non-cancellable, long-dated purchase order program with one of the group?s customers in both 1HFY2025 and 3QFY2025. This enhanced profitability was primarily attributed to a more favorable product mix, reflecting higher contributions from advanced test solutions. By segment, the group?s test cell solutions segment delivered revenue of $182.2 million, accounting for 63.4% of the group?s total revenue, up 35.5% y-o-y. The increase was underpinned by the production deployment and customer acceptance of its highly parallel package test solutions, featuring its proprietary PiXLTM thermal technology, which delivers increased test coverage and high-throughput for power-dense AI devices. The group?s contract manufacturing segment contributed revenue of $99.5 million, or 34.6% of its total revenue. Revenue in this segment declined by 7.9% y-o-y, primarily due to softer end-customer demand amid the ongoing global trade uncertainties. As at Sept 30, AEM?s total equity amounted to $485.6 million, reflecting a 0.5% increase from the previous quarter. Inventories declined by 8.7% during the period, driven by the fulfilment of orders pulled in under a non-cancellable, long-dated purchase agreement with a key customer. Cash and cash equivalents decreased slightly to $59.3 million. The debt-to-equity ratio remained stable at a prudent 0.2x. AEM Holdings reaffirms its revenue guidance for the second half of 2025, with performance expected to reach the upper end of the guidance range ($170 million to $190 million). It says that demand from its major AI / HPC customer remains robust, and based on current visibility, its revenue contribution is anticipated to grow significantly in FY2026 as compared to FY2025. |
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PQTPQK
Supreme |
12-Nov-2025 20:33
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Good ?
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spursfan
Supreme |
12-Nov-2025 20:09
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https://links.sgx.com/1.0.0/corporate-announcements/O424072CLPLT9YV7/866838_AEM_9M2025_Press_Release.pdf |
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Professor001
Member |
10-Nov-2025 15:34
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The legal suit will drag out over 2 years.  The next possible update will be in late 2026.  Intel has ramped up its Core Ultra 300 series production using the 18A process, and therefore, I expect AEM to sell more of its test equipment to meet this demand, and therefore, we can expect better results from 2026 onwards.   
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LoudShout
Master |
10-Nov-2025 10:06
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Its third quarter update last year was 12 Nov.    This Co has the abaltross around its neck in the Lattice Acuisition. If it loses in the legal suit filed by Advantest, this counter will plunge to its lows.  Maybe, we could have an update of the case in the quarterly update. This appears to be a continuation of the earlier case where the Co settled US$20 million to Advantest Holdings.    |
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Lswoowoo
Senior |
29-Oct-2025 14:49
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Wow. Didn't monitor for few days, so high already 193 now | ||||
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elisa28
Master |
24-Oct-2025 17:00
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So fast . Good for you. Did you check who is the buyers?
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Sgvale
Supreme |
24-Oct-2025 15:58
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I sold off for small profit. Heng
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Battle123
Elite |
24-Oct-2025 08:27
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ya agreed , may chiong to resistance levels do share info if anyone wish to sell dyodd   |
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elisa28
Master |
23-Oct-2025 17:16
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No worries liao. Nice closing.
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tongphlp
Supreme |
22-Oct-2025 09:04
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zero sum game
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LoudShout
Master |
22-Oct-2025 08:32
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" Head I win, Tail you lose"
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tongphlp
Supreme |
21-Oct-2025 10:58
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yes, for those involved, should be made to payback the losses
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Battle123
Elite |
20-Oct-2025 16:41
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Last Fri dow and Nasdaq tecj up 0.5%, tonite add another %  Trade tension and bank issues cooling So tis shld be chionging  i think if can back to 185  will be veri good de, my wish dyodd   |
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Sgvale
Supreme |
20-Oct-2025 14:37
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Suddenly so many queries now? To catch low is it? | ||||
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investshare
Supreme |
20-Oct-2025 12:18
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Malaysia Boleh ?
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spore1
Supreme |
20-Oct-2025 11:12
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Is a mystery question!
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TA_Expert
Supreme |
19-Oct-2025 17:50
Yells: "The World has changed" |
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The share price rallied from $1.....  Be very careful on this counter. Does the profit justify the current share price? |
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investshare
Supreme |
19-Oct-2025 17:40
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If intel hq review this supplier, no surprise it may ditch it.
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Professor001
Member |
17-Oct-2025 20:38
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Careful.  There is a change in the overall market sentiment this week.  Stay on the sidelines. | ||||
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