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AEM SGD
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business turnaround ?
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Goodwill77
Supreme |
07-Apr-2024 15:01
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for Aem will watch it for now
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MrBear12
Supreme |
07-Apr-2024 12:17
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Mr bear just had steak for lunch. Courtesy of the garmen through vouchers, my first cdc spending on steak.
It was a free lunch. In bear language, some left over bull killed by earlier passing bears was leftover for me to scavenge. I think it was killed because it spent all its energy charging at nothing, and when it was a spent force, a bear family came and devoured it. That was how my diet today switched from the usual salmon to steak. I love steak, but salmon is healthier. I could not help but feel sorry for the bull. His is not the only sad story. Many bulls and the companies they chased after came to a sorry state because they chased after profits too quickly, over extended themselves and were killed by the bears. A vital lesson I learn from manufacturing companies is simply this, they are capital intensive, borrow extensively, sometimes over expand, and when what they manufacture becomes obsolete, go bankrupt if they do not scale down and transform. A highly cyclical industry. I hope this is not AEM. Trade manufacturing nimbly |
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MrBear12
Supreme |
07-Apr-2024 07:36
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Let's hope.
About same price as sicktel. Which is better? Aem or sicktel?? You choose Trade or invest
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Goodwill77
Supreme |
07-Apr-2024 07:24
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may change | ||||
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MrBear12
Supreme |
06-Apr-2024 22:29
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Past its prime. | ||||
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LoudShout
Master |
05-Apr-2024 14:38
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The Co should provide clarity on its recent announcement of High Volume Manufacturing win for its burn-in system. What is the impact if any on its 2024 1H guidance, if any? This win is not an overnight event, it could be years in the making to win new customers as highlighted by the Co in its past business updates. |
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dontbetray
Master |
04-Apr-2024 21:43
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Intel stock down 8% after disclosing $7B loss in foundry business |
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guiren
Veteran |
04-Apr-2024 16:07
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 Enter AI era,, the sky is the limit ,,,
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LoudShout
Master |
04-Apr-2024 15:57
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Any updated report from CGS? | ||||
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MambaFinancial89
Veteran |
04-Apr-2024 13:33
Yells: "Be greedy when others are fearful. " |
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Analysts pleased with AEM Holdings new order win Maybank upgrades call to BUY at higher TP Following a company update, Maybank Securities has upgraded its call on AEM to BUY from HOLD, with an increased target price of $2.78 from $2.13 previously, while DBS Group Research has kept its HOLD call and target price of $2.26 unchanged. In his April 3 report, Maybanks Jarick Seet attributes his upgraded call to the companys high volume order by a major fabless provider of high-performance compute (HPC) and artificial intelligence (AI) semiconductor chips, which he expects to contribute to at least $24 million or 5% of FY2024 revenue. This will address the emerging test needs for the customers new device roadmap and will commence delivery in FY2024, with further deliveries expected in the following years, writes Seet. He adds: In addition, we expect its core customer to increase orders in 2HFY2024 based on our channel checks as other suppliers are getting encouraging forecasts for 2HFY2024. As a result, we think the worst is over for AEM and raise our FY2024 revenue and profit after tax and minority interests (patmi) by 24% and 50%, respectively. The analyst also notes that the new order lifts AEMs FY2024 and 2HFY2024 guidance significantly, which was previously downbeat with a 1HFY2024 revenue guidance of only $170 million to $200 million, due to uncertainties for new product ramps. Overall, Seet is encouraged by the update, adding that his latest channel checks has revealed AEMs main customer has provided a more bullish 2HFY2024 forecast to its suppliers, which he believed AEM could potentially benefit from. We believe that the worst should be over and while the upcoming 1QFY2024 should remain weak, we expect a better outlook could potentially rerate the stock upwards and most negative news would have been priced in, concludes the analyst. Upside factors noted by Seet include revenue expansion from securing new customers or increased orders from existing customers, synergistic and accretive acquisitions as well as positive customer-related news flow that could catalyse improved orders for AEM. Conversely, downside risks include order cancellations, delays and earnings misses, emerging technology from rivals that could erode AEMs competitive position with customers, and lastly, an erosion in competitive advantages of core customers as a result of company-specific or industry-related developments. Meanwhile, although the team of analysts at DBS is similarly positive on the companys new order win, they await more updates before making any changes to their call or estimation. They write: Although the size of the order win is undisclosed, we believe that this is a step in the right direction in meeting its aim of growing revenue from new test insertion wins by more than five times from low double-digit millions in FY2023 to triple-digit millions in FY2025. The new order win offers some ground for optimism, but we prefer to stand on the sidelines for now as the limited details make it challenging to assess and quantify the opportunity from the new order wins, adds the team at DBS. Additionally, they note that the near-term remains cloudy due to the uncertainties in ramp timings and the pace of the semiconductor industrys recovery. |
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MambaFinancial89
Veteran |
03-Apr-2024 15:19
Yells: "Be greedy when others are fearful. " |
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Closed, bro. Have moved on.
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unclebond
Master |
03-Apr-2024 15:03
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i hope there will be more short covering from European fund later. Their markets open after 3pm? | ||||
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tongphlp
Supreme |
03-Apr-2024 14:40
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whatever Nair says, take it with a pinch of salt...learn from past experience..
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rlong8288
Master |
03-Apr-2024 13:59
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so lost inventores issue CLOSED or ....still pending
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MambaFinancial89
Veteran |
03-Apr-2024 13:26
Yells: "Be greedy when others are fearful. " |
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Undisclosed but the announcement mentioned that it will be over multiple years with commencement in FY2024. Wait and see, maybe AEM will revise guidance upwards. Apologies, maybe AEM will give a 2H24 guidance. Reread the announcement they only guided 1H24.
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112233
Master |
03-Apr-2024 12:13
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how much is the contract worth?
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MambaFinancial89
Veteran |
03-Apr-2024 11:40
Yells: "Be greedy when others are fearful. " |
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Hot stock: AEM climbs as much as 13.4% following contract win SHARES of mainboard-listed AEM jumped as much as 13.4 per cent on Wednesday (Apr 3) after announcing a contract win for its automated burn-in (ABI) test system. The counter reached a high of S$2.45 at 9.53 am, up S$0.29. By 10.52 am, shares of AEM were trading 10.7 per cent or S$0.23 higher at S$2.39, with 6.7 million shares changing hands. On Wednesday, AEM, which provides advanced chip-testing solutions, announced a contract win from a major fabless provider of high-performance compute and artificial intelligence (AI) semiconductor chips. The companys ABI test system was selected by the customer as a plan-of-record solution to address the latter&rsquo s emerging test needs for a new device roadmap. This win further expands our industry leadership in advanced, high parallel burn-in solutions and proves that we provide value-added, full turnkey solutions to enable our customers to shift towards Test 2.0 in a cost-effective manner, said AEM chief executive Chandran Nair. The systems test products by subjecting them to extended periods of operation under stressful conditions, typically to detect potential defects or weaknesses before they reach the end consumer. |
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tongphlp
Supreme |
03-Apr-2024 10:53
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did they also have an issue of overstating their inventories too?.....hmmm....well, if he' s that good, why did he leave? sure for better $$ but if he' s doing a damn good job, they would have doubled the pay to keep him but chose to let him leave...
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dontbetray
Master |
03-Apr-2024 10:42
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you have been in this counter since covid
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beng1102
Elite |
03-Apr-2024 10:33
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Current CEO was previous working in ST Eng, both ST Eng and AEM are sovereign wealth fund invested. VERY GOOD NETWORK will get u where u want to go.
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