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unclebond Master	07-Aug-2024 11:24        unclebond About Contact  Quote this Post!
x 0   x 0  Alert Admin	Their usual notice of 1H announcement is LAST WEEK of July.  czj111      ( Date: 06-Aug-2024 17:31) Posted: They will give a forecast for second half of the 2024 when they release their first half results. Date of results release hasn' t been announced yet. Rightstock      ( Date: 06-Aug-2024 10:39) Posted: The support is at $1.30 and if it breaks down it is possible for AEM to fall $1.04. Why is there no business forecast from AEM for second half despite the share price plunging down???
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czj111 Member	06-Aug-2024 17:31        czj111 About Contact  Quote this Post!
x 0   x 0  Alert Admin	They will give a forecast for second half of the 2024 when they release their first half results. Date of results release hasn' t been announced yet. Rightstock      ( Date: 06-Aug-2024 10:39) Posted: The support is at $1.30 and if it breaks down it is possible for AEM to fall $1.04. Why is there no business forecast from AEM for second half despite the share price plunging down???  Rightstock      ( Date: 03-Aug-2024 09:27) Posted: Intel fell 26% this morning. Can AEM rise or stay unchanged on Monday and the days ahead? In my opinion traders should have an exit strategy and know when to cut loss.  Will AEM fall to 2020 covid low at $1.30?
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SgYuan Supreme	06-Aug-2024 10:52        SgYuan About Contact  Quote this Post!
x 0   x 0  Alert Admin	SGX Penny Stocks (EW Charts by sgYuan): aem day wc ext or w3 dn w3 dn ext hit 214.6 133 px need to up 14.6 142 then got chance w3 next fib 130 126 very unlikely w5 will come. too far aem month wc 136 px hit 133 if hold new wave start if breakdn next fib 78.6
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Rightstock Senior	06-Aug-2024 10:39        Rightstock About Contact  Quote this Post!
x 0   x 0  Alert Admin	The support is at $1.30 and if it breaks down it is possible for AEM to fall $1.04. Why is there no business forecast from AEM for second half despite the share price plunging down???  Rightstock      ( Date: 03-Aug-2024 09:27) Posted: Intel fell 26% this morning. Can AEM rise or stay unchanged on Monday and the days ahead? In my opinion traders should have an exit strategy and know when to cut loss.  Will AEM fall to 2020 covid low at $1.30?
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unclebond Master	06-Aug-2024 09:21        unclebond About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oh No!!!! Selling continues???? $1.30 coming????  Sgvale      ( Date: 05-Aug-2024 15:18) Posted: Today close 1.3X. Come 1.28 tnr Sgvale      ( Date: 04-Aug-2024 21:20) Posted: 1.28 next.
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Sgvale Supreme	05-Aug-2024 15:18        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today close 1.3X. Come 1.28 tnr Sgvale      ( Date: 04-Aug-2024 21:20) Posted: 1.28 next.
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LoudShout Master	05-Aug-2024 15:04        LoudShout About Contact  Quote this Post!
x 0   x 0  Alert Admin	Management touted the AI burning, testing capability.  So what if no new orders so far other thant put on trial...    Otherwise, announce revenue guidance.  By the time the trial period is gone (anyway the previous CEO had left to pursue own interests), the hype over AI may be dissipated.
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tongphlp Supreme	05-Aug-2024 13:27        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	that is why Chandran is out - one of the worst perfoming ceo LoudShout      ( Date: 05-Aug-2024 12:57) Posted: Trust the new CEO is fully aware of the shits uncovered in the Co during last year:  inventory screwup, system migration screw up, arbitration settlement over acquisiton.. and no significant new orders..
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LoudShout Master	05-Aug-2024 12:57        LoudShout About Contact  Quote this Post!
x 0   x 0  Alert Admin	Trust the new CEO is fully aware of the shits uncovered in the Co during last year:  inventory screwup, system migration screw up, arbitration settlement over acquisiton.. and no significant new orders..
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unclebond Master	05-Aug-2024 12:46        unclebond About Contact  Quote this Post!
x 0   x 0  Alert Admin	Totoally agreed. This counter is controlled by BBs. Stay clear. I also cannot tahan already. Can' t imagine from $4 to 1.42 with 1 year!!!
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2egg4kosong Veteran	05-Aug-2024 12:38        2egg4kosong About Contact  Quote this Post! Style: Technical   Mood:
x 0   x 0  Alert Admin	AEM looks very tradable (long and short) with Temasek inside but market cap is too small, easy to manipulate. Stay clear!
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unclebond Master	05-Aug-2024 12:34        unclebond About Contact  Quote this Post!
x 0   x 0  Alert Admin	Provided they are are able to deliver a reasnable good set of result and 2H guidance. But still no notice of 2Q result announcement in SGX.  Battle123      ( Date: 05-Aug-2024 12:17) Posted: I still holding onz, no more bullets to add liao, currently market no good de   just check tis shld find a base by tis week and chiong bck up up
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CasualInvestor Member	05-Aug-2024 12:33        CasualInvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	Waiting to reach $1 to start buying.
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Battle123 Elite	05-Aug-2024 12:17        Battle123 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	I still holding onz, no more bullets to add liao, currently market no good de   just check tis shld find a base by tis week and chiong bck up up
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msksmsks Supreme	05-Aug-2024 12:14        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Severely oversold after recent domestically woes and poor performance by Intel. Opined to nibble slowly coz still a good Co
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LoudShout Master	05-Aug-2024 11:06        LoudShout About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any order wins for the recent new machineries or Test 2.0 etc?  Else, empty commentaries..
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unclebond Master	05-Aug-2024 10:30        unclebond About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks. Nothing mentioned about the 1H 24 Financial Report??? MambaFinancial89      ( Date: 05-Aug-2024 10:13) Posted: AEM expects AI supercycle to lift its fortunes  AS SHE entered AEM Holdings seven-storey office in Serangoon North for the first time, chief executive Amy Leong said she was impressed that it felt like that of a global company, rather than just a local outfit. We have so many engineering centres, not only in Singapore but also in the US and Europe. Being a global company really creates differentiation for us, and were very unique in this space, she said. Leong took over on Jul 1 this year from chief executive Chandran Nair, who left the company to pursue other interests. She has more than 20 years of experience in the semiconductor test equipment space. The leadership change comes at a delicate time for the company as it seeks to leverage an artificial intelligence (AI) tech upgrade cycle coming out of a deep semiconductor downturn. In 2023, the semiconductor testing solutions provider posted its first annual loss since 2014. It posted a loss of S$1.2 million as revenue declined 45 per cent to S$481.3 million for the year ended Dec 31, 2023. The company also recognised a shortfall in inventory in the fourth quarter of FY2023 as part of its year-end stock-taking exercise, which led to an adjustment of S$18 million to S$25 million to inventory value and profit before tax. It attributed this to human error as it migrated production to its Penang facility from Singapore. These issues have dented investor confidence in AEM as its share price has more than halved year-to-date as at Aug 2. Still, Leong believes that the company &ndash among the leading semiconductor players in Singapore &ndash still occupies a critical position in the global semiconductor supply chain and will benefit as the industry emerges from a cyclical slump. In particular, she believes that the ability of local engineers to quickly customise and adapt solutions to customers needs is something that AEM can leverage as it tries to broaden its client base beyond its major customer, Intel. In the area of system level testing, she said that solutions need to be customised because chips could be used for Internet-of-Things applications or compute-heavy computing devices. Chip testing Semiconductor chips typically see four stages of testing: wafer sort, burn-in, functional tests and system level tests. While functional tests tend to be done within seconds, system level tests take minutes to complete. AEM chairman Loke Wai San, who is the managing partner of private equity firm Novo Tellus Capital Partners, said that chips are being packaged in more complicated ways for applications such as AI, with different amounts of memory, central processing or graphics processing power being added to each package. As a result, he has observed that all chips now go through system level testing, whereas this was previously reserved for only a selected sample of chips. This has led to a bottleneck at the system level testing phase. Offering more efficient testing solutions To solve this, he said that the companys Test 2.0 strategy is meant to create solutions that integrate more tests in parallel, to make the testing process more efficient. Leong added that the company has done a lot of research and development into ensuring that its tests can be done under tightly-controlled conditions. For instance, the company has developed its solutions to be able to test chips at anywhere from minus 40 deg C to 150 deg C, and to ensure consistency in the desired temperature. If you dont test (chips) in the right test environment, you can potentially throw a good die away or mix a bad die into the good bin, she said. Binning is the process of sorting different silicon chip qualities to be sold at different performance levels. Loke added that the companys chief technology officer, Samer Kabbani, is based in the US, where he can engage with semiconductor companies on the technical side. You should not try to sell into something that&rsquo s been already delivered because youve got no chance of success. You try to intercept something two or three years from now, he said. Leveraging acquisitions to offer better solutions Loke noted that the company made acquisitions four to five years ago to prepare itself for moving beyond simply producing system level test machines to creating solutions as well. For instance, AEM announced in July 2020 that it would acquire DB Design, a supplier of automation fixtures, device kits and other test-related products. At the time, Loke said that the acquisition would allow the company to provide almost 24-hour research and development services to its customers in both the US and Asia. As the group integrates these acquisitions, it has also begun to reap the benefits of these investments. The company announced that it received a high volume manufacturing order win for its automated burn-in test solution by a major fabless provider of high-performance compute and artificial intelligence chips. In fact, Loke sees multiple tech upgrade cycles coinciding in the near term, which could lead to a supercycle that will trigger a large boom in chip demand. He noted that data centres, mobile phones and computers are being massively retooled to update them for AI use cases. If you are a trader&hellip (and) you require the best AI solution to be competitive as part of your business, you will upgrade all your laptops so that all your people will have the best (equipment), he said. unclebond      ( Date: 05-Aug-2024 09:56) Posted: Interesting article on AEM in today' s Business Time. Interview with Amy Leong and Chairman
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MambaFinancial89 Veteran	05-Aug-2024 10:13        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	AEM expects AI supercycle to lift its fortunes  AS SHE entered AEM Holdings seven-storey office in Serangoon North for the first time, chief executive Amy Leong said she was impressed that it felt like that of a global company, rather than just a local outfit. We have so many engineering centres, not only in Singapore but also in the US and Europe. Being a global company really creates differentiation for us, and were very unique in this space, she said. Leong took over on Jul 1 this year from chief executive Chandran Nair, who left the company to pursue other interests. She has more than 20 years of experience in the semiconductor test equipment space. The leadership change comes at a delicate time for the company as it seeks to leverage an artificial intelligence (AI) tech upgrade cycle coming out of a deep semiconductor downturn. In 2023, the semiconductor testing solutions provider posted its first annual loss since 2014. It posted a loss of S$1.2 million as revenue declined 45 per cent to S$481.3 million for the year ended Dec 31, 2023. The company also recognised a shortfall in inventory in the fourth quarter of FY2023 as part of its year-end stock-taking exercise, which led to an adjustment of S$18 million to S$25 million to inventory value and profit before tax. It attributed this to human error as it migrated production to its Penang facility from Singapore. These issues have dented investor confidence in AEM as its share price has more than halved year-to-date as at Aug 2. Still, Leong believes that the company &ndash among the leading semiconductor players in Singapore &ndash still occupies a critical position in the global semiconductor supply chain and will benefit as the industry emerges from a cyclical slump. In particular, she believes that the ability of local engineers to quickly customise and adapt solutions to customers needs is something that AEM can leverage as it tries to broaden its client base beyond its major customer, Intel. In the area of system level testing, she said that solutions need to be customised because chips could be used for Internet-of-Things applications or compute-heavy computing devices. Chip testing Semiconductor chips typically see four stages of testing: wafer sort, burn-in, functional tests and system level tests. While functional tests tend to be done within seconds, system level tests take minutes to complete. AEM chairman Loke Wai San, who is the managing partner of private equity firm Novo Tellus Capital Partners, said that chips are being packaged in more complicated ways for applications such as AI, with different amounts of memory, central processing or graphics processing power being added to each package. As a result, he has observed that all chips now go through system level testing, whereas this was previously reserved for only a selected sample of chips. This has led to a bottleneck at the system level testing phase. Offering more efficient testing solutions To solve this, he said that the companys Test 2.0 strategy is meant to create solutions that integrate more tests in parallel, to make the testing process more efficient. Leong added that the company has done a lot of research and development into ensuring that its tests can be done under tightly-controlled conditions. For instance, the company has developed its solutions to be able to test chips at anywhere from minus 40 deg C to 150 deg C, and to ensure consistency in the desired temperature. If you dont test (chips) in the right test environment, you can potentially throw a good die away or mix a bad die into the good bin, she said. Binning is the process of sorting different silicon chip qualities to be sold at different performance levels. Loke added that the companys chief technology officer, Samer Kabbani, is based in the US, where he can engage with semiconductor companies on the technical side. You should not try to sell into something that&rsquo s been already delivered because youve got no chance of success. You try to intercept something two or three years from now, he said. Leveraging acquisitions to offer better solutions Loke noted that the company made acquisitions four to five years ago to prepare itself for moving beyond simply producing system level test machines to creating solutions as well. For instance, AEM announced in July 2020 that it would acquire DB Design, a supplier of automation fixtures, device kits and other test-related products. At the time, Loke said that the acquisition would allow the company to provide almost 24-hour research and development services to its customers in both the US and Asia. As the group integrates these acquisitions, it has also begun to reap the benefits of these investments. The company announced that it received a high volume manufacturing order win for its automated burn-in test solution by a major fabless provider of high-performance compute and artificial intelligence chips. In fact, Loke sees multiple tech upgrade cycles coinciding in the near term, which could lead to a supercycle that will trigger a large boom in chip demand. He noted that data centres, mobile phones and computers are being massively retooled to update them for AI use cases. If you are a trader&hellip (and) you require the best AI solution to be competitive as part of your business, you will upgrade all your laptops so that all your people will have the best (equipment), he said. unclebond      ( Date: 05-Aug-2024 09:56) Posted: Interesting article on AEM in today' s Business Time. Interview with Amy Leong and Chairman
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unclebond Master	05-Aug-2024 09:56        unclebond About Contact  Quote this Post!
x 0   x 0  Alert Admin	Interesting article on AEM in today' s Business Time. Interview with Amy Leong and Chairman
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joe1991 Veteran	05-Aug-2024 09:25        joe1991 About Contact  Quote this Post!
x 0   x 0  Alert Admin	haha u are right...one of the bad bad day...start from CNA news...all terrible...mkt outlook no good.. only news nice to hear is olympic news...n coming to en end by wkend.
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