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AEM SGD
Last:9.9
-0.19
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Almost forget counter is brewing
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aragosta
Supreme |
20-Mar-2026 16:03
Yells: "BBs never say why when they buy; never tell when they sell" |
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Saw this picture..... someone was trying to make   a joke out of it.... except it may not be not a joke....... yesterday price hit $3.84 intraday high... so if you follow the logical money trail.... In  30 days, AEM' s price went from $1,84 to $2.84 In 20 days, AEM' s price went from $2.84 to $3.84 in 10 days? whatever it' s in mind, don' t bet against it, now is $4 plus..... takes another 70c plus ===== btw, I was trying to post my previous post BEFORE LUNCH' . ....and managed to go thru only a while ago, so the sting of the message was lost in the delay.....
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parcvista
Member |
20-Mar-2026 15:57
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Beautiful article
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aragosta
Supreme |
20-Mar-2026 15:06
Yells: "BBs never say why when they buy; never tell when they sell" |
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Whole day I was walking up and down 52 Serangoon North Avenue 4, hoping some one would recognise me and come up to me..... But alas there were none, it' s like some people just have a nice meal at a 5 star Michelin restaurant and leave with out paying, pretending nothing' s doing...... but it' s okay because I myself was pretending (very hard) too, trying to be humble and try not say a thing to sound like bragging....... but I tell you, it' s very very hard..... very very difficult to stay humble when the stuffs you anyhow talk, somehow turn up to be true!........btw, it hits four now in case you pretending not to notice  Any way, to those very shy believers, I got another coming great news for you, another tokkong development is likely on the way that will rocket this gem even further away from those unbelievers who brag they sold @$3, @$3.38......, this may come as early next month&hellip today,  the news seems to be on JPM, but I tell you, Temasek is working very hard not to be overshadowed......heard it is trying to get another big tech company, in which it has a big stake to join as a high value partner of AEM....this one in fact, the black market is 99% confident will happen soon&hellip .. On another note, THIS FOLLOWING PIECE IS DEDICATED TO JURONGWEST, one of the few black market believers ...... basically addressing his confusion and concern....... For those who are too lazy to read my lengthy statement below, you may just read the following summary which provide the gist of it...... A LAZY SUMMARY JPMorgan Chase & Co. became a substantial shareholder in AEM Holdings on March 19, 2026, increasing its stake to 5.19% (16,307,735 shares) following a market acquisition. A significant portion of this holding is managed under a Prime Brokerage Agreement, which allows clients to leverage and borrow shares for trading, yet requires institutional disclosure. JPMorgan' s increased investment indicates strong conviction in AEM' s AI-driven growth trajectory, with FY2026 revenue guidance of S$460M - S$510M and a forward P/E of ~29.4x, suggesting resilience against patent litigation with Advantest. Furthermore, AEM presents a value opportunity, trading at a 25~35% forward P/E discount to industry leaders Advantest and Teradyne. ========= Here is a structured breakdown of the latest developments regarding JPMorgan' s investment in  AEM Holdings  as of today, March 20, 2026. 1. The Transaction & Current Stake On March 19, 2026,  JPMorgan Chase & Co.  officially crossed the 5% Substantial Shareholder threshold. ~ The Buy:  Purchased  555,000 shares  in the open market. ~ The Price:  An average of  S$3.35 per share. ~ Pre-Transaction Stake:  15,629,935 shares (4.97%). ~ AFTER YESTERDAY' S TRANSACTION: Current Stake:  16,307,735 shares (5.19%). ~ Note on Accuracy:  The figures from the  March 19 SGX Filing  are the definitive legal record. Previous higher estimates likely included non-notifiable or " right-to-recall" shares that hadn' t yet triggered a formal disclosure. 2. Understanding the " Prime Brokerage Agreement" A large portion of JPMorgan' s stake is held under a  Prime Brokerage Agreement, simply means &hellip &hellip ~ The Banker' s Role:  JPMorgan acts as a " one-stop-shop" for hedge funds and large investors. ~ Deemed Interest:  Even if JPMorgan' s  clients  are the ones buying, Singapore law requires JPMorgan to disclose these shares as a  deemed interest  because they control the custody and lending of the stock. ~ The Signal:  When a Prime Broker' s holding increases, it usually means their most sophisticated, high-networth clients are aggressively " long" on the stock. ~ Newbies' often MISCONCEPTION:  So when you see an SGX' s filing by a big institutional fund (like BlackRock, JPM, Goldman Sachs) it DOES NOT necessarily means that that fund is buying for its own &ldquo trading accounts&rdquo . It could well mean it is executing the order on behalf of a high networth client. Got it? 3. The Confidence Factors in the Increase in Stake  JPMorgan' s move to buy at  S$3.35  ~ a price significantly higher than the S$2.00 range seen earlier this year ~ signals high conviction in two areas: ~ Growth Inflection:  AEM has issued FY2026 revenue guidance of S$460M &ndash S$510M. This is driven by a massive ramp-up from a new AI/High-Performance Computing (HPC) customer that is expected to become their largest revenue source. Multiple sources are persistently stating as of late, many top tech companies have been in need of AEM' s critical high value services. ~ Legal Resilience:  By increasing their stake, institutional investors are signaling that the  Advantest patent litigation  is likely manageable.  They likely view AEM' s new thermal testing technology as unique enough to either win in court or reach a settlement that won' t cripple the company' s finances. 4. Why AEM is STILL Undervalued vs. Peers Despite AEM' s recent price surge,  it remains " cheap" when compared to the global semiconductor testing duopoly:
~ The Opportunity:  AEM is trading at a  30% average discount  to its peers on a forward-earnings basis. ~ Small-Cap Alpha:  Because AEM is much smaller (market cap ~S$1.18B),  its earnings explosion  from new AI contracts has a much bigger impact on its stock price than similar wins would for a US$100B giant like Advantest. 5. The Final Word JPMorgan' s entry as a substantial shareholder marks a turning point for AEM. By paying  S$3.35 per share, the bank is validating AEM' s transition from a legacy Intel-dependent supplier to a diversified  AI infrastructure play.  While the Advantest lawsuit remains a risk,  the  Forward P/E discount of nearly 30%  compared to global peers suggests that the market has more than priced in the legal uncertainty, leaving significant room for catch-up growth as FY2026 revenue targets are met.
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JurongW
Elite |
20-Mar-2026 14:53
Yells: "Earnings give weight, Chart give wings" |
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You&rsquo re right to challenge whether EPS of 16&ndash 18 cents in FY2026 is realistic compared to FY2025&rsquo s ~5 cents. On the surface, that looks like a huge jump&mdash more than triple. Let&rsquo s break down why analysts think it&rsquo s possible, and where the risks lie. 📊 FY2025 vs FY2026 EPS
That&rsquo s a 3&ndash 4x increase in earnings year-on-year. ⚖ ️ Why Analysts See It as Plausible
📌 Risks to Watch
🔍 Calibration Table
🎯 Takeaway
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JurongW
Elite |
20-Mar-2026 14:02
Yells: "Earnings give weight, Chart give wings" |
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From $1 to $2 (less than 6 months), $2 to $4 (less than 2 months), this GEM is simply amazing (A.E.M. is a G.E.M) It will just be a matter of time to go from $4 to $8 (Arogosta tip will be proven correct) It will probably give a shoutout to Ifast - I' m FASTER than u. ![]()   |
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JurongW
Elite |
20-Mar-2026 00:17
Yells: "Earnings give weight, Chart give wings" |
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wehuattogether88
Supreme |
19-Mar-2026 18:46
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Huat Ah,
There will be More Ang Moh funds coming in to buy up AEM. |
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JurongW
Elite |
19-Mar-2026 18:05
Yells: "Earnings give weight, Chart give wings" |
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JP Morgan has become substantial shareholder of AEM ! https://links.sgx.com/1.0.0/corporate-announcements/HZJ0F1UBKUNIIT3D/878828__eFORM3V2.pdf |
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JurongW
Elite |
19-Mar-2026 14:11
Yells: "Earnings give weight, Chart give wings" |
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![]() Pehaps the analyst are waiting for the release of Q! results to get more clarity before adjusting the target prices. |
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aragosta
Supreme |
19-Mar-2026 12:37
Yells: "BBs never say why when they buy; never tell when they sell" |
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I wonder when the analysts are (going to copycat the black market analysis) and start crawling out one by one with new targets.... remember, current PE is irrelevant... work out the GROWTH EARNINGS & the new FORWARD PE, and confirms AMD, Micron, Broadcom as the new pillar and supporting partners, and Nvidia and Meta as indirect partners, and post on their recently phenomenal earnings. ============ AEM Holdings has transitioned from being a single-customer equipment supplier to a diversified AI infrastructure play. Its recent stock resilience is a direct result of being strategically positioned at the intersection of several massive global semiconductor partnerships and the ongoing AI boom. 1. The New Pillar & AMD-Meta Synergy The most significant catalyst for  AEM' s recent strength is its expansion into the AI/HPC (High-Performance Computing) segment with a pillar " major fabless customer," widely identified by analysts as AMD.
2. The Current Anchor & Intel-Nvidia Alliance While AEM is diversifying, its original anchor customer,  Intel, continues to play a vital role.
3. The New Supporting Partners & Micron-Broadcom Influence The AI boom requires not just processors (CPUs/GPUs), but also massive amounts of memory and networking hardware.
4. Strategic Support & Other Catalytic Partnerships
The AI Boom Effect The AI boom is spurring AEM by shifting the focus from " cheap testing" to " mission-critical testing." Because AI chips are extremely expensive and power-hungry, customers cannot afford failures.  This makes AEM' s high-precision thermal and system-level test solutions indispensable, allowing the company to command better margins and secure longer-term revenue visibility.
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JurongW
Elite |
17-Mar-2026 19:39
Yells: "Earnings give weight, Chart give wings" |
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If this tekong rally still got legs and continue to sprint like usain bolt, we could potentially see $4.00
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JurongW
Elite |
17-Mar-2026 14:53
Yells: "Earnings give weight, Chart give wings" |
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This bull is on a tear - flying like Usain Bolt!
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wehuattogether88
Supreme |
17-Mar-2026 10:18
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Looking at the buying momentum by funds and houses, AEM price looks set to recover to its past glory in the mid term. Just my thoughts and opinion. |
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JurongW
Elite |
16-Mar-2026 15:47
Yells: "Earnings give weight, Chart give wings" |
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Yes, Prudent not to be greedy if you are playing short-term. Long term can still hold if you bought below $2.
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Sgvale
Supreme |
16-Mar-2026 15:45
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Sold off 3.38. Wait for another opportunity
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JurongW
Elite |
16-Mar-2026 15:26
Yells: "Earnings give weight, Chart give wings" |
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This stock is simply amazing.  FY25 EPS is 4.35 cents. It trading at very high PE of 78 times based on $3.40 Market is pricing very strong earnings in FY26 into current share price. Even at EPS of 8.7 cents, prospective PE will be 39x, Justified?  (can trade at high PE due to strong earnings growth!) |
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Sgvale
Supreme |
16-Mar-2026 15:15
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I am Q-ing to sell 3.42.
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JurongW
Elite |
16-Mar-2026 14:16
Yells: "Earnings give weight, Chart give wings" |
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aragosta
Supreme |
16-Mar-2026 14:06
Yells: "BBs never say why when they buy; never tell when they sell" |
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Green! One of the few purple stocks to turn green ..... ' if this carries on for the whole week. could be some truth in the brewing rumors..... but the more stern warning is, true or not true, don' t try to,short this.... I' m not joking, that it could shoot up 20% to 30% in one day when the war ends .....  Also  April 1 is around the corner, another probable catalytic development.... anyway this are gangsters dangerous views, dyodddd always |
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JurongW
Elite |
15-Mar-2026 18:10
Yells: "Earnings give weight, Chart give wings" |
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![]() Good sharing again - Those who had boarded the AEM speedboat must be very happy to read your positive reviews.
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