Latest Forum Topics /
AEM SGD
Last:8.55
-0.11
|
|
|
Aem
|
|||||
|
baicho
Veteran |
25-Aug-2026 18:19
|
||||
|
x 0
x 0 Alert Admin |
As long as AEM can hold above and maintain  its Short Term Pivot Close of 8.98  for the next 2 days of trading sessions, even though it may have been violated hitting a morning low of 8.95 today,  its daily price action  may be the start of a technical rebound to consolidate and base out a carved out  Short Term Bottom.
 
Due diligence warranted.
 
|
||||
| Useful To Me Not Useful To Me | |||||
|
Newcomer19707016
Veteran |
25-Aug-2026 18:06
|
||||
|
x 0
x 0 Alert Admin |
Might be Nvidia out on 26/8/26 | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
wehuattogether88
Supreme |
25-Aug-2026 16:18
|
||||
|
x 0
x 0 Alert Admin |
Probably AEM waiting to whack shortists harder with a stronger share price closing today.
Watching. |
||||
| Useful To Me Not Useful To Me | |||||
|
Ramster
Master |
25-Aug-2026 14:55
|
||||
|
x 0
x 0 Alert Admin |
It' s dropping back down now DYODD | ||||
| Useful To Me Not Useful To Me | |||||
|
bishan22
Supreme |
25-Aug-2026 14:31
|
||||
|
x 0
x 0 Alert Admin |
Lelong closed. | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Ramster
Master |
25-Aug-2026 14:27
|
||||
|
x 0
x 0 Alert Admin |
Now $9.40c  | ||||
| Useful To Me Not Useful To Me | |||||
|
LexLut88
Member |
25-Aug-2026 14:03
|
||||
|
x 0
x 0 Alert Admin |
why the sudden surge ?  | ||||
| Useful To Me Not Useful To Me | |||||
|
muifan
Supreme |
25-Aug-2026 13:55
Yells: "Take the leap of faith dont regret 20 years later!" |
||||
|
x 0
x 0 Alert Admin |
No need $11.48
Today volume quite high at around $9 If push to $10 already shortist might panic
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Ramster
Master |
25-Aug-2026 13:39
|
||||
|
x 0
x 0 Alert Admin |
Be careful it' s at a high of $11.48 before dropping to about $8.86 today i bought at the high and holding BIG losses. DYODD |
||||
| Useful To Me Not Useful To Me | |||||
|
muifan
Supreme |
25-Aug-2026 13:30
Yells: "Take the leap of faith dont regret 20 years later!" |
||||
|
x 0
x 0 Alert Admin |
Morning shorts get caught Liao
Tonight Nvidia earnings |
||||
| Useful To Me Not Useful To Me | |||||
|
LexLut88
Member |
25-Aug-2026 12:12
|
||||
|
x 0
x 0 Alert Admin |
We have been hearing this for so many times.   Still no major correction ler . The current high keep becoming the previous low . Can someone please enlighten me .  | ||||
| Useful To Me Not Useful To Me | |||||
|
stockpicker
Master |
25-Aug-2026 12:11
|
||||
|
x 0
x 0 Alert Admin |
According to TradingView,   AEM' s current PE RATIO is 66x   and the 1H26 is 76x. https://www.tradingview.com/symbols/SGX-AWX/financials-statistics-and-ratios/?statistics-period=FH   |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
wehuattogether88
Supreme |
25-Aug-2026 12:11
|
||||
|
x 0
x 0 Alert Admin |
What goes down will rise up.
Corrected down quite substantially, maybe some actions in coming weeks.
|
||||
| Useful To Me Not Useful To Me | |||||
|
stockpicker
Master |
25-Aug-2026 12:03
|
||||
|
x 0
x 0 Alert Admin |
Many economists predicted that an AI market correction is coming becos of over valuation. Fitch warned about credit risk.  https://www.reuters.com/world/china/fitch-warns-ai-market-correction-emerging-major-global-credit-risk-2026-07-28/ |
||||
| Useful To Me Not Useful To Me | |||||
|
Ramster
Master |
25-Aug-2026 10:34
|
||||
|
x 0
x 0 Alert Admin |
Dropping knife careful going to $8.00 DYODD | ||||
| Useful To Me Not Useful To Me | |||||
|
piscesmonkey
Supreme |
25-Aug-2026 10:32
|
||||
|
x 0
x 1 Alert Admin |
$10 this week? | ||||
| Useful To Me Not Useful To Me | |||||
|
tongphlp
Supreme |
24-Aug-2026 16:53
|
||||
|
x 0
x 0 Alert Admin |
to the moon
|
||||
| Useful To Me Not Useful To Me | |||||
|
Joelton
Supreme |
24-Aug-2026 09:36
|
||||
|
x 0
x 0 Alert Admin |
&lsquo We wanted to assure investors of our trajectory&rsquo : AEM offers rare EPS guidance amid growing AI demand [SINGAPORE] Mainboard-listed AEM is riding a wave of artificial intelligence-driven demand for chip testing, giving it enough visibility to take an unusual step for a Singapore-listed company &ndash providing investors with earnings per share (EPS) guidance. The semiconductor test-equipment maker issued full-year 2026 EPS guidance of S$0.245 to S$0.275, alongside its half-year results, earlier this month. This was its first such forecast and marked a rare level of specificity among listed players here. &ldquo I was getting congratulated by some of our analysts because we were the first one to issue an EPS projection (as an absolute range) in the history of&rdquo the Singapore Exchange (SGX), AEM chief executive Samer Kabbani told The Business Times. &ldquo We wanted to assure investors of our trajectory, but we are also trying to appeal to both local and international investors.&rdquo Kabbani said international investors in particular expect companies to provide such projections, and that AEM hopes to continue offering forward guidance &ndash in line with SGX Regulation&rsquo s encouragement that issuers give shareholders greater visibility into their strategic direction and business targets. The company also raised its full-year 2026 revenue guidance to between S$630 million and S$680 million, from its previous range of S$550 million to S$600 million, following a robust H1. Kabbani said the improved visibility that gave AEM the confidence to issue its EPS guidance was driven largely by the central processing unit (CPU) market. The company is an incumbent test partner of leading manufacturers and has seen a sharp increase in demand in that market. &ldquo The biggest change for us is that demand (has) moved from early evaluations and discussions into firm orders,&rdquo he said. Bullish outlook Founded in 2000 and headquartered in Singapore, AEM operates in more than seven countries. It counts major CPU and graphics processing unit suppliers and hyperscalers among its customers. AEM posted a net profit of S$31 million for the half-year ended Jun 30, up from S$3.1 million in the previous corresponding period, as demand for its test equipment from AI chipmakers strengthened. AEM continues to see strong demand from its existing fabless AI and high-performance computing (HPC) customer. Although it has not disclosed the customer&rsquo s identity, most research reports identify it as semiconductor giant global semiconductor manufacturer AMD. This quarter, AEM also announced that a personal computer and foundry customer had adopted its flagship Asynchronous Modular Parallel Smart (AMPS) platform for future test requirements. Together, the two customers now account for more than S$400 million in AMPS backlog, Kabbani said. Launched in early 2018, the AMPS platform is designed to cater to a broad range of chipmakers and third-party testing companies. Against this backdrop, AEM&rsquo s test-cell solutions business remains the key driver of growth. Including this business, the group has three main revenue segments &ndash the other two are contract manufacturing and instrumentation. Revenue from test-cell solutions grew 52.5 per cent to S$180.9 million, accounting for 73.2 per cent of overall revenue. Meanwhile, the contract manufacturing segment continued to support the scale-up of the group&rsquo s flagship AMPS test-equipment platform. The instrumentation segment, by comparison, recorded revenue of S$3.1 million, down from S$4.6 million in the year before. AEM&rsquo s production and engineering base in South-east Asia is closely aligned with customers&rsquo technology road maps in the US, further strengthening its position, said Kabbani, who joined AEM as chief technology officer in 2020 and became CEO in July 2025. He expects the CPU sector to expand at a compound annual growth rate of roughly 50 per cent over the next four to five years, driven by customers investing heavily in new capacity. A veteran in the semiconductor capital equipment industry, Kabbani said the AI boom is benefiting AEM not only through higher chip volumes, but also because increasingly complex chips require more testing, with customers willing to spend more on this. For a US$10,000 chip, for instance, manufacturers are more inclined to invest in premium testing equipment to ensure the package performs reliably, he said. That growing complexity has also increased the importance of AEM&rsquo s proprietary thermal-control technology, which Kabbani said has become &ldquo much more essential&rdquo as chip power consumption rises and designs become more heterogeneous. Maintaining a constant temperature during testing is critical, as fluctuations can distort results or damage the device. AEM&rsquo s systems can also test around 80 devices in parallel, allowing customers to achieve higher test throughput per unit of factory floor space. &ldquo It&rsquo s been built for high volume, high complexity,&rdquo Kabbani said. &ldquo Razor blade&rdquo model Beyond its PC and foundry as well as HPC and fabless AI customers, AEM is targeting the memory, outsourced semiconductor assembly and test (Osat), and contract manufacturing segments. For now, Kabbani said the company remains focused on its first two verticals, although memory and Osat could become larger contributors over time. AEM is particularly bullish on Osat it has partnered Advanced Semiconductor Engineering (ASE), the world&rsquo s largest Osat provider. Kabbani noted that ASE&rsquo s selection of AEM after extensive due diligence is a strong endorsement of the company&rsquo s technology. He said: &ldquo If you think about it, (why would a Taiwanese Osat provider) come to Singapore and pick a supplier? It is a testament to what we do and what we offer in this market.&rdquo AEM&rsquo s business also has a recurring-revenue element, which Kabbani likened to a &ldquo razor blade&rdquo economic model. Equipment sales build an installed base, while device-specific consumables generate recurring revenue as customers move to new chip generations. &ldquo Even if AI growth stalls, every time they change the chip to a new-generation chip, that will trigger changes in the device-specific collaterals and generate a more sustained, more resilient floor that will continue to generate revenue for us,&rdquo he said. As for whether AEM could cross S$1 billion in annual revenue in the coming years, Kabbani declined to give a timeline, noting that the company has not provided guidance beyond 2026. But he pointed to AEM&rsquo s estimate that its serviceable addressable market will grow from about S$3 billion in 2026 to S$4.5 billion by 2028. Kabbani also sees AEM&rsquo s roots in Singapore and South-east Asia as a strategic advantage. Unlike many global semiconductor companies that have established operations in the region, AEM, he noted, &ldquo was born here&rdquo . Singapore provides a stable ecosystem and strong government support, while Malaysia is emerging as the company&rsquo s most promising near-term growth market. He described the latter as a &ldquo hotbed for attracting technology companies that are looking to diversify away from other locations&rdquo . Roughly 70 per cent of AEM&rsquo s production is based in Penang, where a growing concentration of PC and memory players are expanding their operations. Taiwan and, to a lesser extent, South Korea are other markets of interest, he added. AEM shares closed at S$9.36 on Friday (Aug 21), down 3 per cent or S$0.29.  |
||||
| Useful To Me Not Useful To Me | |||||
|
wehuattogether88
Supreme |
14-Aug-2026 16:39
|
||||
|
x 1
x 0 Alert Admin |
Just a temporary profit take.
|
||||
| Useful To Me Not Useful To Me | |||||
|
tongphlp
Supreme |
14-Aug-2026 16:19
|
||||
|
x 0
x 0 Alert Admin |
returning the gains yesterday..
|
||||
| Useful To Me Not Useful To Me | |||||

