Latest Forum Topics /
AEM SGD
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First Reit - brighter future for long term holders
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JurongW
Elite |
11-Jan-2026 15:40
Yells: "Earnings give weight, Chart give wings" |
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For reference, Temasek is the largest shareholder of AEM with a 12.46% stake. Bought into the plaement price of $3.8477 (26.8 mlllion shares) in August 2021 and subsequently raised its stake in the open market at higher price.  So, it has suffered a substantial loss in its invesment to date. Worth investing if it can turn more profitable in 2 year' s time.
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aragosta
Supreme |
11-Jan-2026 14:57
Yells: "BBs never say why when they buy; never tell when they sell" |
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The gangsters see Venture breaking $25, Ums and AEM breaking $4 within these two years..... unbelievable right?.... only because you think it' s impossible.... and because it looks impossible right now.... But then,   once upon a time, it seems impossible for DBS to break $50.... and we were the first to break that mindset ..... all the posts are still here in this forum, you can still read them for fun..... meanwhile....   According to 
The Business Times  and DBS Bank, AEM Holdings, UMS Holdings, and Venture Corporation are positioned to benefit from the AI-driven semiconductor market due to strong fundamentals and phenomenal  growth potential.  As key players in the semiconductor supply chain, these companies are strategically placed to capitalize on the increasing global and regional demand for AI components and equipment. 
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spore1
Supreme |
04-Nov-2025 21:03
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Aem main customer is Intel! AI testing not many customers yet! Intel is still not out of the wood! Price may likely Turn weaker. I have sold off my position
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Rightstock
Veteran |
04-Nov-2025 17:44
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Besides producing test equipment for AI chips used by Intel and maybe Micron, is AEM also developing equipment to test and integate data centres operations to enhance optimal performance and reliability? 
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aragosta
Supreme |
04-Nov-2025 13:33
Yells: "BBs never say why when they buy; never tell when they sell" |
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I been pestering the mafia people why they recommended me to AEM.... and what' s this Temasek obsession in AI, and their investment link into AEM.... I told them some market people not convinced..... so they got fed up and anyhow come out with this piece and sent to me...... believe or not believe, they not bothered , ..... ========== Temasek' s AI interest align with its investment in AEM Holdings, specifically  because AEM' s business is directly tied to the infrastructure supporting the AI revolution.  Temasek' s investment in AEM is driven by the following specific aspects, which relate to its broader AI strategy: (1)  Enabling the AI Ecosystem:  Temasek is interested in companies that enable the broader AI ecosystem, rather than just the application layer which can be riskier.  AEM fits this perfectly as a provider of semiconductor and electronics test solutions for the advanced computing, 5G, and AI markets. (2)  Long-Term Structural Trend:  Temasek views AI as a long-term tailwind (a 15-20 year boom) and  is positioning its portfolio to benefit from this trend. AEM' s business is poised to grow with the increasing demand for powerful AI chips which require advanced packaging and rigorous testing. {3)  Investing in Next-Generation Capabilities:  Temasek provided AEM with S$103.1 million in a private placement to help the company invest in " next-generation testing capabilities " and deepen its R& D efforts.  These advanced capabilities, such as AEM' s system-level test solutions and active thermal control technology, are crucial for testing the high-performance, heat-generating chips used in AI applications. (4)  Strong Fundamentals and Market Position:  Temasek prefers to invest in fundamentally strong market leaders that can reap the benefits of AI application. AEM is a pioneer in System Level Test (SLT) solutions and  is considered a generation ahead of competitors, positioning it well to benefit from the increased complexity of chips driven by AI demand. (5)  Value Creation through Partnerships:  Temasek works with its portfolio companies to enhance value. Temasek' s Head of Enterprise Development Group and Strategic Development was nominated to AEM' s board, allowing AEM to tap into his vast industry experience and global connections.  https://www.temasek.com.sg/content/dam/temasek-corporate/news-and-views/resources/reports/ai-meets-materials.pdf https://govinsider.asia/intl-en/article/how-singapores-temasek-is-investing-in-the-future-with-ai-and-blockchain-chia-song-hwee-temasek https://www.top1000funds.com/2023/07/temaseks-approach-to-ai-support-portfolio-companies-create-value/ https://www.temasek.com.sg/en/news-and-resources/stories/future/future-now/how-temasek-is-powering-ai-adoption-at-portfolio-companies https://www.businesstimes.com.sg/companies-markets/temasek-increase-exposure-ai-core-plus-infrastructure https://www.straitstimes.com/business/companies-markets/temasek-looking-for-opportunities-in-new-areas-like-ai https://sgwealthbuilder.com/2024/09/20/aem-share-price-in-new-chapter-with-temasek/ https://www.straitstimes.com/business/companies-markets/temasek-nvidia-part-of-group-buying-51-8-billion-ai-data-centre-operator-in-record-breaking-deal https://links.sgx.com/1.0.0/corporate-announcements/QRWWE74Y8VUZZFIG/81ab68117082929f18d5745e4f128c6c0efe3888a0be075f22c45104f850a6fa#:~:text=Additional%20Details,and%20contribute%20effectively%20to%20AEM.  
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tongphlp
Supreme |
04-Nov-2025 11:57
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haha....arigato.
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aragosta
Supreme |
04-Nov-2025 11:30
Yells: "BBs never say why when they buy; never tell when they sell" |
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IF Not getting bonus means won' t be there there very soon la........ new team will be in place Look at Venture, and UMS..... slowly but surely taking offf..... soon will be flying  100% Venture will go over twenty, UMS will hit two by early next year! AEM will have to follow on the upward trend..... no escape one!   Remember, Temasek wants its four back, and they got the black market' s support..... And the gangsters don' t waste their time, if no big gain to be made....... one to watch |
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tongphlp
Supreme |
04-Nov-2025 10:14
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someone' s not getting his/ner bonuses as KPIs not met...
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aragosta
Supreme |
03-Nov-2025 10:34
Yells: "BBs never say why when they buy; never tell when they sell" |
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Relax la... the change will come......   as I said, if the black market is involved, the price will not go to the cleaners....look at the price today, does it look like it' s going to die?.......  mind you, there' s a law suit to contend with some more....... Not only the market,...... the government. Temasek, PM Wong, even Gupta, suddenly took an interest in this company...... why? The key seems to be about AI, and PM WONG is so obsessed with it .../ and recently he made another speech on it at APEC...... Apec members should keep cross-border data flowing to unlock value of AI: PM Wong
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tongphlp
Supreme |
03-Nov-2025 08:35
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Yes, cant be correct all the time... Read this article on Fu Yu' s CEO...wonder why wasn' t AEM' s former CEO fired too for so commiting so many mistakes.....only god knows...AEM is one stock to stay clear until all the nonsense is cleared up....one fine day they will announce more worms under the carpet and investors go like...what?
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guiren
Veteran |
02-Nov-2025 14:04
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Talking about AI,, Creative have the IP to most of the 3D sounds and AI companies will be most keen to " eat it " like Nvidia inject AI into Intel .. OpenAI  inject AI into AMD .. ,, | |||||
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Professor001
Member |
02-Nov-2025 07:59
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Another exanple of  ill-timing by TH was its increased stake in Nanofilm at near $4 per share in 2021.  Now Nanofilm' s share price is $0.69.  This is a 82% share price drop.  Ouch! | |||||
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Professor001
Member |
02-Nov-2025 07:55
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TH does not get it right all the time.  On hindsight, TH' s investment in AEM in 2021 and 2022 was ill-timed. Subsequently, as its share price tanked, TH was smart not to throw good money after the bad for the past 3 years.  The semi-conductor sector is poised for a correction, and I see a pull-back overall.  AEM will be affected as well. |
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baicho
Veteran |
02-Nov-2025 00:35
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With INTC having closed above its end Oct monthly Pivot of 38.77 and Aem failing to follow through above its End October monthly break out point of 2.22, Nov month may see AEM break out above 2.22 instead. | |||||
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aragosta
Supreme |
01-Nov-2025 22:54
Yells: "BBs never say why when they buy; never tell when they sell" |
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It has to stop la, one way or the other, especially when it becomes a gangsters stock.....note, I started talking when it was under $1.70.... which means what? Means, we must have got in much lower la..... now is $1.90, so we' re well in the money..... but the black market' s people must have gotten some very " useful" info to want to go in inspite of the many challenges ... and the info must be damned good to make it worth their while....... and if they are in, the rule of thumb is that as long as they are in, you won' t see a melt down .... look at the recent times, in spite of the law suit thingy, it is holding pretty well.... let' s see how it goes ..... my guess is , if what the gangsters provided me goes according to plan, you' ll see it bouncing back to above $2.50 easily in the near future and should be hitting three if the Intel news and Nvidia news come true...... as I often said, the black market' s people don' t play a fool when it comes to money...... I believe they also got the " blessings" and acknowledgement from the T people, and maybe they are in it to bring the price to the four dollar target....... but please hor, this is juz gangsters talk..... dyodddd please.....  
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Rightstock
Veteran |
01-Nov-2025 16:53
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There are rumours that AEM has been shipping many test equipment to Intel recently and there is a possibility that their sales may exceed or meet the higher end of their 2H revenue guidance of $170 to $190.  Hope you guys can share more information.  |
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tongphlp
Supreme |
29-Oct-2025 11:43
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how on earth did he manage to get the job, after stirring up so many troubles with AEM, almost making it a dollar stock    
EWING, N.J.--(BUSINESS WIRE)--  Universal Display Corporation  (Nasdaq: OLED) (UDC), enabling energy-efficient displays and lighting with its  UniversalPHOLED®   technology and materials, today announced that Chandran Nair has been appointed Chief Executive Officer of our newly formed subsidiary, which will be headquartered in Singapore and responsible for UDC&rsquo s OVJP operations, effective December 2, 2024. Mr. Nair brings extensive leadership experience of more than 26 years, together with his established operational expertise in global technology and equipment companies across Asia, Europe and the United States, to lead the next phase for OVJP (organic vapor jet printing). Previously, Mr. Nair was President & Chief Executive Officer at AEM Holdings, a Singaporean multinational technology company. Prior to joining AEM, Mr. Nair was President of the Robotics and Autonomous Systems Business Unit at ST Engineering and before that, he was Managing Director and Vice President of Sales & Marketing for Asia Pacific (APAC) at National Instruments (NI). During his tenure at NI, Mr. Nair was responsible for the successful expansion of its business throughout the APAC region to customers in a variety of major industries. Mr. Nair holds Master&rsquo s degrees in Mathematics from Arizona State University and Bangalore University, and a Bachelor of Science in Physics, Chemistry, Mathematics from Christ College, Bangalore University.
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Battle123
Elite |
29-Oct-2025 08:54
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can chiong today ?   |
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tongphlp
Supreme |
28-Oct-2025 09:32
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yes, and TH has been bleeding....non stop...
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aragosta
Supreme |
07-Oct-2025 11:48
Yells: "BBs never say why when they buy; never tell when they sell" |
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As I said, Temasek holds the key to future of AEM, and there may be hidden agenda planned for them..... According to black market sources, PM Lawrence Wong amd PM Modi, made a special visit to AEM' s facilities late last year, and top executives from Temasek including the man with the Midas touch, Mr Gupta visited the company some time this year..... Is there something the black market knows, we yet to know? Why the sudden great interest in AEM?...... slowly, maybe I will get the pieces of the puzzle, and maybe I' ll post them here..... meanwhile this is what I received from the gangsters' whatschat.......   Temasek first decided to invest in AEM Holdings in August 2021. Specifically, AEM announced on 6 August 2021, that it had entered a subscription agreement with Temasek to raise S$103.1 million through a private placement.  Temasek became AEM' s largest shareholder through this initial private placement and subsequently increased its stake through open market purchases: https://sgwealthbuilder.com/2022/04/20/aem-share-price-in-holy-grail-with-temasek/ https://links.sgx.com/FileOpen/Press%20Release.ashx?App=Announcement& FileID=677616
          2.  Subsequent purchases: Open market acquisitions at varying prices
Some of the specific, publicly reported open market purchases made by Temasek 25 November 2021
29 November 2021
7 March 2022
14 March 2022
7 April 2022
12 April 2022
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