Latest Forum Topics /
AEM SGD
Last:10.01
-0.08
|
|
|
AEM (+Venture, UMS) the most AI-relevant SGX stock
|
|||||
|
Tracer63
Elite |
28-May-2026 12:33
|
||||
|
x 0
x 0 Alert Admin |
Better hold back your purchases and wait out for better time. Mkt seems to be in correction mode even when US indices are still trending higher. Too many negative factors such as uncertainties surrounding Iran and US peace negotiation, selling of US bonds and treasuries by many countries, private banking crisis, huge US debt and recurring interest on its debt, buying of gold by central banks. All signals an impending crash coming | ||||
| Useful To Me Not Useful To Me | |||||
|
JurongW
Elite |
25-May-2026 17:47
Yells: "Earnings give weight, Chart give wings" |
||||
|
x 0
x 0 Alert Admin |
Just need Sembcorp to push above 6.30 (200 EMA), and share price will revert to uptrend.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Winall88
Member |
25-May-2026 17:34
|
||||
|
x 0
x 1 Alert Admin |
The very best is yet yet to be 
|
||||
| Useful To Me Not Useful To Me | |||||
|
muifan
Supreme |
25-May-2026 16:38
Yells: "Take the leap of faith dont regret 20 years later!" |
||||
|
x 0
x 0 Alert Admin |
quite a quiet day here in this thread considering the massive move today. maybe many have taken profit which is a good sign for bb to do their stuff |
||||
| Useful To Me Not Useful To Me | |||||
|
aragosta
Supreme |
25-May-2026 15:13
Yells: "BBs never say why when they buy; never tell when they sell" |
||||
|
x 0
x 0 Alert Admin |
The only reason Sembcorp is not moving as much in spite of so many tokkong developments these few weeks, is because the big boys and syndicates are very busy playing AI driven stocks ..... but that will eventually shift in some way very soon, as institutions and funds are preparing to move into water and power play as well......why? Because AI Infrastructure and relevant facilities require power and water....AND PLENTY OF THAT.... Kabbani is not stating that for fun......  it may be an innocent and brilliant analogy, but there more to it than meets the eye...... Many months ago I advise you guys so many times, not to short AEM or UMS.... I m repeating that on Sembcorp stock now.... do not try shorting SCI.... although some gangsters may welcome it because, like AEM, the short squeeze can be very shiok and juicy....... HUAT AH! ======== THE " WATER AND POWER" IRONY Kabbani' s comparison of AI to " water and power" is a literal issue tracking across global asset management views. According to reports from  Morgan Stanley  and  Barron' s,    the next massive bottleneck for AI isn' ' t the chips themselves ~ it is the physical power grids and water infrastructure required to cool them. AI water use is projected to hit  1 trillion liters by 2028,  forcing a secondary market rally into utility and green-infrastructure stocks. Think Sembcorp Industries.......the black market people always have a long term and big interest in this....  
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
aragosta
Supreme |
25-May-2026 14:20
Yells: "BBs never say why when they buy; never tell when they sell" |
||||
|
x 0
x 0 Alert Admin |
I wonder why ah tong refuses to post this tokkong news here In this tokkong thread ..... Cannot be jealous until like that mah...... ======= AI becoming as vital as water, power: Chief of Singapore chip testing firm AEM with 450% share surge in 2026 https://www.straitstimes.com/business/ai-is-becoming-as-vital-as-water-and-power-says-chief-of-singapore-chip-stock-up-450-in-2026 This Straits Times report focuses on  AEM Holdings  , the Singapore-listed chip-testing giant whose stock skyrocketed more than  450% from under S$2 in January 2026 to S$10.46 today. The  " vital as water and power"   quote by CEO Abbas Kabbani underscores how customized AI chips require intensive, specialized testing infrastructure before deployment. An analytical market update by SGX  emphasizes that the 2026 tech rally has officially transitioned from a speculative narrative into physical financial delivery. https://www.sgx.com/research-education/market-updates/20260427-singapores-tech-rally-narrative-delivery And as I have said many times the institutions and the big funds, and high networth (mostly overseas) are the ones controlling the play, not the small retailers like us..... how you try to short up or down, is all no use one..... also.... Institutional Inflows:  High-tech sectors are seeing a heavy swing toward net institutional inflows. This is further validated by Singapore' s  15.3% year-on-year surge in Non-Oil Domestic Exports (NODX),  directly driven by AI semiconductor demand https://secure.fundsupermart.com/fsm/article/view/rcms369601/singapore-s-semiconductor-stocks-riding-the-ai-driven-upcycle |
||||
| Useful To Me Not Useful To Me | |||||
|
muifan
Supreme |
25-May-2026 11:05
Yells: "Take the leap of faith dont regret 20 years later!" |
||||
|
x 0
x 0 Alert Admin |
Don?t think will fall back below $10 anymore
Now should be tp to $20 Since AEM recovered $10 , ums should recover back to $3 and move towards kayhian tp of $4 |
||||
| Useful To Me Not Useful To Me | |||||
|
Trainner
Master |
23-May-2026 17:14
|
||||
|
x 0
x 0 Alert Admin |
I missed AEM.... 😢 I am not going to miss UMS and Frencken....
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
aragosta
Supreme |
23-May-2026 16:24
Yells: "BBs never say why when they buy; never tell when they sell" |
||||
|
x 0
x 1 Alert Admin |
Went to at the mafia chief' s office for a meeting last night.... he was not in the room when I arrived..... so I managed to peek into his computer which was on, saw this, quickly copied what was on the screen, but didn' t managed to copy the rest.....still, what I read was enthralling useful, with very far foresight..... don' t know he left it  purposely  for me to see..... so, I thought I share it with you guys, need to delete it later, in case it was not meant for public consumption..
======= The Coiled Spring:  Why a Strategic NASDAQ Listing Could Ignite AEM&rsquo s Next Massive Valuation Surge Market indications strongly suggest that a  NASDAQ dual-listing for AEM Holdings  is moving from a long-term possibility to  an imminent strategic reality  (a bit cheemp, but basically it means it could happen sooner than later.... like akan datang).  Driven by aggressive U.S. facility expansions to meet skyrocketing AI chip-testing demand, the company is actively positioning itself to scale without diluting the rewards of long-term shareholders.
  By leveraging its exceptionally tight share structure and deep ties to Singapore' s national AI agenda, AEM is primed for a structural re-rating that could send its valuation into a new orbit.
  1. The Core Catalyst: Capital Expansion Without Profit Dilution
AEM faces skyrocketing global demand for its System Level Testing (SLT) platforms, requiring rapid facility expansion in the United States. Funding this growth organically would require dipping heavily into earnings, which threatens dividend payouts and penalizes loyal shareholders. Instead, management is exploring alternative capital routes:
a)  Strategic Private Placements:  Rather than diluting retail capital, AEM can issue targeted blocks of shares to high-profile, high-value investors. This injects massive capital while securing powerful corporate allies. b)  The Blueprint:  This strategy is already in motion.  AEM recently completed a  S$12 million private placement with Taiwan' s ASE Technology  (the world' s largest OSAT provider) at S$3.591 per share, establishing a clear precedent for high-value institutional backing.  
2. The Temasek Factor and Singapore' s Strategic AI Agenda
As the Singapore government increasingly views semiconductor sovereignty and AI infrastructure as critical national security priorities, state investor  Temasek Holdings  is positioned to play a deeper role.
a)  Increased Stake:  Anticipation is building that Temasek may increase its current anchor stake in AEM through structured placements. b)  Sovereign Influence:  A larger stake allows the state to maintain indirect influence over a critical link in the global AI supply chain, ensuring AEM remains anchored to Singapore' s economic roadmap even as it expands aggressively in the West.  
3. The Supply Tightness: AEM' s Built-In Valuation Engine
One of AEM' s most powerful investment characteristics is its remarkably small share structure.
a)  AEM has only  around 320 million shares outstanding ~  an incredibly low volume for a global technology leader of its scale. b)  The Coiled Spring Effect:  As long-term investors increasingly hoard the stock to reap future rewards, the available circulating float dries up. This extreme scarcity means that even a minor influx of institutional buying force compels buyers to pay rapidly escalating premiums, creating vertical, explosive price action. c)  The Liquidity Solution:  A NASDAQ listing elegantly solves this liquidity paradox. It opens up a massive secondary pool of capital, allowing large global funds to trade high volumes without causing destructive, artificial price swings on the local exchange.  
4. Why a NASDAQ Move Unlocks True Global Value
A Wall Street listing is the most logical destination for AEM' s next evolutionary phase, aligning its corporate structure with its operational reality.
a)  Proximity to major customers:  AEM' s   revenue engine has shifted directly toward the U.S. tech ecosystem, driven by a massive, next-generation " fabless" AI giant. Listing on the NASDAQ bridges the geographic gap between AEM and its primary client base. b)  The Valuation Multiplier:  Tech stocks on the NASDAQ trade at vastly higher Price-to-Earnings (P/E) and Price-to-Sales (P/S) multiples than those on the SGX. Entering this market instantly eliminates the " Singapore discount," structurally driving up the value of existing SGX shares through global arbitrage. c)  Capital Efficiency:  Because U.S. markets command these premium valuations, AEM can raise vastly more expansion capital while issuing  significantly fewer total shares,  protecting existing Singaporean investors from destructive dilution. The black market believes if this is successful, could easily add another at least 30% to the valuation.... believe or unbelief , up to you..... but you can see, the gangsters have been phenomenally unbelievable nowadays........__ |
||||
| Useful To Me Not Useful To Me | |||||
|
tongphlp
Supreme |
23-May-2026 09:47
|
||||
|
x 0
x 0 Alert Admin |
morning hot, afternoon hotter, evening humid like crazy
|
||||
| Useful To Me Not Useful To Me | |||||
|
aragosta
Supreme |
22-May-2026 23:52
Yells: "BBs never say why when they buy; never tell when they sell" |
||||
|
x 0
x 0 Alert Admin |
Lisa Su on why AMD Invests US$10B in Taiwan
https://english.cw.com.tw/article/article.action?id=4791 AMD Announces Production Ramp of Next-Generation AMD EPYC Processor &ldquo Venice&rdquo on TSMC 2nm Process Technology https://www.amd.com/en/newsroom/press-releases/2026-5-20-amd-announces-production-ramp-of-next-generation-a.html AMD begins production ramp of 256-core EPYC Venice &mdash first 2nm HPC chip claims 70% performance leap https://www.tomshardware.com/tech-industry/semiconductors/amd-begins-production-ramp-of-256-core-epyc-venice-on-tsmcs-2nm-node Strategic Impact Analysis: AMD' s Taiwan Expansion & AEM Holdings AMD' s commitment to invest over US$10 billion in Taiwan' s AI infrastructure ~specifically to ramp its  2-nanometer (2nm)  " Venice" CPUs and mid-2026 " Helios" AI platforms ~  acts as a powerful catalyst for AEM Holdings.
  Because AMD has transitioned into AEM' s new anchor AI/HPC (High-Performance Computing) customer, this development secures a highly visible, multi-year pipeline of orders for AEM' s advanced testing equipment.
1. The ASE Connection: Converting AMD' s Capital into AEM Orders
AMD CEO Lisa Su specifically stated that a core focus of this investment is expanding advanced packaging capabilities through a collaborative investment with  ASE Technology Holding Co.
2.  The 2nm Transition: Skyrocketing Testing Complexity
The announcement confirms that AMD' s flagship " Venice" CPU has officially begun its production ramp using TSMC' s cutting-edge  2nm process technology.
3. Key Statements by Lisa Su & Their Relevance to AEM
Two specific quotes from Lisa Su highlight why this development guarantees a durable, high-volume growth runway for AEM:
" ......we are asking our partners to ramp faster  and we should absolutely share in that investment."
A Profound Conclusive Statement
While AEM Holdings is not mentioned by name, this announcement is a major fundamental win for the company. It proves that AMD' s volume requirements are exploding at the exact technological frontier  (2nm)  and with the exact strategic partner (ASE) where AEM holds its strongest competitive advantages. This effectively reduces AEM' s historic reliance on Intel and solidifies its position in the booming AI accelerator market.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Sgvale
Supreme |
22-May-2026 15:48
|
||||
|
x 0
x 0 Alert Admin |
Morning Up. Afternoon down . Same like yesterday | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
tofudidi
Supreme |
22-May-2026 11:35
|
||||
|
x 0
x 0 Alert Admin |
new high coming... unstoppable tech play  | ||||
| Useful To Me Not Useful To Me | |||||
|
tofudidi
Supreme |
22-May-2026 10:18
|
||||
|
x 0
x 0 Alert Admin |
$10 is coming.... tech stocks are rising back higher | ||||
| Useful To Me Not Useful To Me | |||||
|
aragosta
Supreme |
22-May-2026 10:12
Yells: "BBs never say why when they buy; never tell when they sell" |
||||
|
x 0
x 0 Alert Admin |
This blog is one of the better ones ~ far better than those self-righteous guys, like that " wealth builder" fellow.
One golden rule: never regret selling a stock, even if it keeps climbing (like If I had held onto iFast until the very end, I would have made another $250k! But no regrets)....I wasn' t joking when I advised those other guys to stay away after they sold .... You have the fella who bragged that he would sell the moment it crossed $3.00 because he never believed it would keep climbing then there is the mercenary who bought at $2.98 and announced " loud loud" that he sold at $3.38. And then, the guy who claimed to be highly satisfied selling at $8.00 after making four times his money....... My advice to them? Stay away unless you want to buy back in at a much higher price. The days of " cha-cha-ing" are over. You might get lucky once in a while, but the days of selling at your high and buying back lower are gone ~ unless you don' t mind taking on the unnecessary risks that now come with it.
And if you sold, and find hard of returning, I also advised, stay away from this counter, or anywhere that reminds you of AEM, because the pain of missing out could be excruciating. The growth stories and positive developments will keep rolling in, and there will be plenty to tell. In fact, I got one here....Heard, heard only, ah! Word is that the company is thinking of giving an interim in view of its good fortune. However, the black market people are trying to discourage it. Why? Because there are already enough positive developments brewing behind the scenes that have yet to be announced. (Remember I told you, one tokkong business related to come!)...... And It is a given that the 1H results are going to be exciting. And a lot of financial bloggers and analysts haven' t even factored that in yet. Leave it (the interim rewards) till the FY year-end for an eye-popping reward that will drive the share price into the stratosphere. Now, it' s kopi time. Time to relax and let the price do its thing. Huat ah!  i also going to post less, unless there' s game changing moments, and there' s interest of course..... |
||||
| Useful To Me Not Useful To Me | |||||
|
tongphlp
Supreme |
22-May-2026 07:16
|
||||
|
x 1
x 0 Alert Admin |
Portfolio Update: The SG Semiconductor Invasion (Time to Sell?) - The Fat Investor | ||||
| Useful To Me Not Useful To Me | |||||
|
desaw68
Member |
21-May-2026 14:55
|
||||
|
x 0
x 0 Alert Admin |
https://www.theedgesingapore.com/news/tech/amd-commits-more-us10-bil-taiwan-ai-investments   (May 21): Advanced Micro Devices Inc, the leading challenger to Nvidia Corp in AI computing chips, pledged to invest more than US$10 billion ($12.8 billion) in Taiwan to expand partnerships and add packaging capacity. The company is working with partners including ASE Technology Holding Co, Powertech Technology Inc, Sanmina Corp and Inventec Corp to bolster its capabilities in the region, it said Thursday in a statement. AMD is among chipmakers increasing their presence in Taiwan, a crucial technology and manufacturing hub for the global semiconductor industry, seeking to boost capacity as artificial intelligence demand rises. Though Nvidia remains the dominant provider of AI processors, data centre customers are increasingly seeking alternatives &mdash a trend that has helped AMD. &ldquo As AI adoption accelerates, our global customers are rapidly scaling AI infrastructure to meet growing compute demand,&rdquo chief executive officer Lisa Su said in the statement. She is currently visiting Taiwan and is set to join a fireside chat hosted by a local media outlet on Friday. |
||||
| Useful To Me Not Useful To Me | |||||
|
muifan
Supreme |
21-May-2026 13:25
Yells: "Take the leap of faith dont regret 20 years later!" |
||||
|
x 0
x 0 Alert Admin |
Technical chartist that worship waves  Always say the 3rd leg is the most Tua ki right ..... |
||||
| Useful To Me Not Useful To Me | |||||
|
Winall88
Member |
21-May-2026 11:31
|
||||
|
x 0
x 1 Alert Admin |
Contented but the best is yet to be.. | ||||
| Useful To Me Not Useful To Me | |||||
|
aragosta
Supreme |
21-May-2026 11:29
Yells: "BBs never say why when they buy; never tell when they sell" |
||||
|
x 0
x 0 Alert Admin |
Yes, AEM Holdings is poised to benefit significantly  from NVIDIA' s new AI research and testing hub in Singapore, as the lab' s push into complex AI and high-performance computing will significantly increase local demand for AEM' s specialized thermal-managed testing equipment and advanced chiplet tools. This regional AI expansion has triggered a massive wave of bullish sentiment from major brokerages following AEM' s stellar 1Q26 earnings. According to updated broker data, the 12-month consensus target price has jumped to  S$13.25.  Jefferies leads the street with a high target of S$15.20,  followed by CGS International at S$14.79 and UOB Kay Hian at S$12.99, reflecting overwhelming market confidence in AEM' s multi-year AI growth story In Summary, How and Why AEM Benefits: > More Complex Testing:  AI chips require advanced testing. AEM specializes in this. > Key Customer Ties:  AEM works with major chipmakers linked to NVIDIA. > Specialized Tech:  AEM makes tools that keep hot AI chips cool during tests. > Local Advantage:  Both companies are now expanding AI operations in Singapore. > AI Growth:  More local AI research creates higher demand for AEM' s services. Nvidia to launch Singapore research hub as city-state boosts AI plans https://www.cnbc.com/2026/05/20/nvidia-to-launch-singapore-research-hub-as-city-state-boosts-ai-plans.html Nvidia&rsquo s profit hits US$58.3 billion as AI boom gathers more steam https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/samsung-reaches-11th-hour-deal-union-avoid-potentially-crippling-strike |
||||
| Useful To Me Not Useful To Me | |||||

