Back

Latest Forum Topics / AEM SGD    Last:10.01    -0.08

Post Reply

AEM (+Venture, UMS) the most AI-relevant SGX stock Post Reply Rate topic
superstartup Supreme	28-Apr-2026 16:48        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	DBS said reviewing TP since last week following Intel' s result. I suppose it is still thinking what PE to use for AEM. Use a lower PE than market, later tio criticised by people. Use an exuberent PE also not DBS research house style. But I think end of the day, DBS had  done well for coverage of AEM. When all are issuing Sell / Hold rating, DBS is the only one to upgrade AEM to BUY when the price is at $1.20+ last year. So just stick to your analysis, ignoring market price as per last year.  Waiting for your updated report.
Useful To Me  Not Useful To Me
parcvista Member	28-Apr-2026 16:42        parcvista About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shooting sky high, but so quiet here in the forum, why no shouting ???
Useful To Me  Not Useful To Me
tongphlp Supreme	28-Apr-2026 16:36        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	AEM is like a rocket...up up and away.... aragosta      ( Date: 27-Apr-2026 14:52) Posted: Please lah, ah tong...... concentrate on money making,  don' t insinuate or instigate.......But I  hope you didn' t throw when this Monster hit six, as you have hoped for ...... Look, throughout all my threads, including this, i always insisted I never have " insiders information" , I always claim that the gangsters anyhow guess, and the coffee shop uncles anyhow talk.....but the problem is that, all these coffee shop stories somehow often come true.......so, what to do?  So, in case, I anyhow talk before the AGM and results, and the stories come true, how?  So,. better don' t talk much lah.....better be safe than sorry lah...... price is flying, talk is flooding.......people are exuberantly saying it will hit $10, $15, $20...... but the problem is --  this might be true, because if what I heard from the mafia chiefs is true , the next big technological business they are going in, will be bigger, more earnings, more revenues, more profits, higher dividends, higher price, than this AI/HPC thingy we been obsessed with.....if really really true, it may bring us to the next level of growth, and onto a " Nvidia" type of price surge......unbelievable, right? you are here in this thread, and convert from a disbeliever to a unbeliever believer and buy into  the stock, and now making tons..... so give some thought, and credit, to this lah..... but please remember this is gangsters talking dangerously, to excite people.......   tongphlp      ( Date: 27-Apr-2026 10:18) Posted: haha...no such thing as " early know" one lah and congrats to all who didnt run road...yet.. SGX may query soon....cause at this rate, up $1 a day, even $20 is not far from the horizon..
Useful To Me  Not Useful To Me
aragosta Supreme	28-Apr-2026 16:14        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	From a gangster' s WhatsApp message....... " This was easily the most riveting AGM presentation I' ve attended - not for the delivery, but for the sheer substance of the content. The CEO' s revelation regarding the partnership with ASE, which he referred to as the ' fourth anchor business partner,' was a major highlight. For those tracking AEM&rsquo s growth, it' s worth watching ASE' s quarterly results tomorrow. Unlike many blue chips that see price dips following their presentations at the AGMs, AEM' s share price rose steadily throughout the session, reflecting the market' s confidence in the new and valuable information."
Useful To Me  Not Useful To Me
aragosta Supreme	27-Apr-2026 20:33        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	There' s another classic golden saying in the Black Market, when positive news keep coming one after another........ " When the God of Fortune keeps coming, leave your door wide open." =============== The following news article is  highly positive  for semiconductor companies like AEM and UMS, as it confirms that the " AI-led electronics surge" is effectively insulating these firms from broader geopolitical risks for now.  Singapore' s manufacturing output beats forecasts in March. The electronics cluster was a standout performer, surging 30 per cent year on year in March ~ its fastest expansion since late 2024. The cluster' s performance was driven by the infocomms and consumer electronics segment, which jumped 72.1 per cent, and semiconductors, which rose 30.6 per cent.  https://www.businesstimes.com.sg/singapore/singapores-manufacturing-output-beats-forecasts-march-chemicals-decline-signals-emerging-iran-war Why this news development matters to both AEM and UMS Integration Singapore' s reported 30.6% surge in semiconductor output, driven by AI demand, indicates a sector-wide upcycle that directly benefits key industry players AEM Holdings and UMS Integration, validating their potential for strong FY 2026 performance, according to analysis in The Business Times. UMS is positioned as a front-end beneficiary due to its ties to major equipment makers, while AEM benefits from increased testing demands for high-performance AI chips.
Useful To Me  Not Useful To Me
aragosta Supreme	27-Apr-2026 14:52        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	Please lah, ah tong...... concentrate on money making,  don' t insinuate or instigate.......But I  hope you didn' t throw when this Monster hit six, as you have hoped for ...... Look, throughout all my threads, including this, i always insisted I never have " insiders information" , I always claim that the gangsters anyhow guess, and the coffee shop uncles anyhow talk.....but the problem is that, all these coffee shop stories somehow often come true.......so, what to do?  So, in case, I anyhow talk before the AGM and results, and the stories come true, how?  So,. better don' t talk much lah.....better be safe than sorry lah...... price is flying, talk is flooding.......people are exuberantly saying it will hit $10, $15, $20...... but the problem is --  this might be true, because if what I heard from the mafia chiefs is true , the next big technological business they are going in, will be bigger, more earnings, more revenues, more profits, higher dividends, higher price, than this AI/HPC thingy we been obsessed with.....if really really true, it may bring us to the next level of growth, and onto a " Nvidia" type of price surge......unbelievable, right? you are here in this thread, and convert from a disbeliever to a unbeliever believer and buy into  the stock, and now making tons..... so give some thought, and credit, to this lah..... but please remember this is gangsters talking dangerously, to excite people.......   tongphlp      ( Date: 27-Apr-2026 10:18) Posted: haha...no such thing as " early know" one lah and congrats to all who didnt run road...yet.. SGX may query soon....cause at this rate, up $1 a day, even $20 is not far from the horizon..   aragosta      ( Date: 27-Apr-2026 10:02) Posted: Monstrous opening! I decided not to post any more comment until after theAGM and 1Q business update this week..... Not to sound like as if I know everything, but the " feeling" from the coffee shops is super good........ Unbelievable as it seems, mafia short to mini mid term target could be breached this week, if no nuclear war those who sold Genting and bought into Keppel should have gotten into this Monster........  money would have double by now.......​
Useful To Me  Not Useful To Me
aragosta Supreme	27-Apr-2026 10:45        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	WOW! WOW!! This Monster no need 5 days, it takes ONE DAY to hit $6.84! Next target $7.84, close to mafia' s short term target of eight? The gangsters' belief that it is NOT a iFAST in the making, but a " Nvidia" type of bohbehchow run is no more a joke! aragosta      ( Date: 25-Apr-2026 00:53) Posted: Wow.... this monster really hit $5.84, and more, in 10 days! lets see it will hit 6.84 in five days.....  Right now, Nasdaq is on fire...... and may lend a helping hand.... or leg..... Remember, theres also two brewings to come.....  Nasdaq Climbs Back Near Record as Chip Stocks Rally.....The Nasdaq was back near its highest levels on record as chip stocks kept their win streak alive following Intel&rsquo s earnings report. https://uk.finance.yahoo.com/news/intel-set-spark-early-wall-131629602.html     aragosta      ( Date: 12-Apr-2026 15:18) Posted: This beauty didn' t hit $4.84 in 10 days....   But it was close enuf, it did it in 15 days......so in another 10 days, can we expect the same pattern? Maybe, if it coincides with the convincingly ending of the conflict......and that' s not all, if the gangsters are to be believed, besides the brewing development that has nothing to do with a contract win, and which I mentioned earlier, there is also another news of a possible incoming new customer, with the help of a partner........ there' s not much interest in here anyway, so I shouldn' t be talking too much on this,... in any case, write so much, also nobody read, also one-ime dissident ah tong has been doing an excellent job promoting and selling......don' t want to steal his thunder.... btw, I also asked you to look out for Sembcorp' s unusual movements, and as it happened, it is actually crying out to you, it could reach eight as early as this month (impossible, right?), if not, by latest next month.... don' t ask me why, I also don' t know why...... but you know the mafia .... they don' t play games.....
Useful To Me  Not Useful To Me
tongphlp Supreme	27-Apr-2026 10:18        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	haha...no such thing as " early know" one lah and congrats to all who didnt run road...yet.. SGX may query soon....cause at this rate, up $1 a day, even $20 is not far from the horizon..   aragosta      ( Date: 27-Apr-2026 10:02) Posted: Monstrous opening! I decided not to post any more comment until after theAGM and 1Q business update this week..... Not to sound like as if I know everything, but the " feeling" from the coffee shops is super good........ Unbelievable as it seems, mafia short to mini mid term target could be breached this week, if no nuclear war those who sold Genting and bought into Keppel should have gotten into this Monster........  money would have double by now.......​
Useful To Me  Not Useful To Me
aragosta Supreme	27-Apr-2026 10:02        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	Monstrous opening! I decided not to post any more comment until after theAGM and 1Q business update this week..... Not to sound like as if I know everything, but the " feeling" from the coffee shops is super good........ Unbelievable as it seems, mafia short to mini mid term target could be breached this week, if no nuclear war those who sold Genting and bought into Keppel should have gotten into this Monster........  money would have double by now.......​
Useful To Me  Not Useful To Me
Huataarrhh Senior	27-Apr-2026 09:59        Huataarrhh About Contact  Quote this Post!
x 0   x 0  Alert Admin	CGI report today AEM Holdings Ltd Re-rating is just starting ■ We revise our FY26-28F earnings expectations to reflect the start of a new earnings upcycle for AEM, driven by a more diversified customer base. ■ With a new 83.0% FY25-28F EPS CAGR expectation, we see AEM trading up to its sector peer average of 41x CY27F P/E we raise TP to S$10.15. ■ Reiterate Add on its new earnings upcycle.
Useful To Me  Not Useful To Me
tongphlp Supreme	27-Apr-2026 09:31        tongphlp About Contact  Quote this Post!
x 0   x 0  Alert Admin	logic don' t work... ruanlai      ( Date: 27-Apr-2026 09:21) Posted: How can this gem share price more than SIA? Over pricing and be careful guys! Dyodd
Useful To Me  Not Useful To Me
wehuattogether88 Supreme	27-Apr-2026 09:28        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SIA bad investment in Air India, not a good choice for the mid term. AEM potential superb hyper good results expected and very good potential business model (can say monopoly now) ruanlai      ( Date: 27-Apr-2026 09:21) Posted: How can this gem share price more than SIA? Over pricing and be careful guys! Dyodd
Useful To Me  Not Useful To Me
ruanlai Elite	27-Apr-2026 09:21        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	How can this gem share price more than SIA? Over pricing and be careful guys! Dyodd
Useful To Me  Not Useful To Me
SAINTE Member	27-Apr-2026 08:59        SAINTE About Contact  Quote this Post!
x 0   x 0  Alert Admin	CGSI rerated to $10.15 from $4.86
Useful To Me  Not Useful To Me
SmallSmall Supreme	27-Apr-2026 08:59        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Heard CGSI got new target ?
Useful To Me  Not Useful To Me
aragosta Supreme	26-Apr-2026 17:38        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	Wanted to post, since there' s some interests here, but was too fixated on the attempted assassination   on Trump......so many videos coming in real time...... ==================== Nasdaq Climbs Back Near Record as Chip Stocks Rally.  The Nasdaq was back near its highest levels on record as chip  stocks kept their win streak alive following Intel' s earnings report. https://uk.finance.yahoo.com/news/intel-set-spark-early-wall-131629602.html Intel stock soars 25% on Q1 earnings beat, strong outlook.  Earnings report that beat analysts' expectations on the top and  bottom lines and provided better-than-anticipated Q2 guidance on strong data center sales. (Note: The Trump Administration' s stake in the company is now up nearly +300%.) https://finance.yahoo.com/sectors/technology/article/intel-stock-soars-25-on-q1-earnings-beat-strong-outlook-191552507.html   Market watchers believe the recent rally in  AEM Holdings  and  UMS Integration  on 24 April 2026 was largely driven by  Intel' s massive  quarterly earnings beat.  This performance revitalised investor confidence in the semiconductor equipment sector, but several upcoming  catalysts could further  fuel this momentum. If you also believe the Intel' s results is a catalytic influence on AEM price surge, here are three critical earnings dates to monitor closely...... 1. AMD Q1 2026 Earnings = Tuesday, 5 May 2026 AMD is arguably the most important stock for AEM investors right now. Market consensus suggests AMD is the " top-tier AI customer" set to become AEM' s largest revenue source by the end of 2026. What to Watch:  Analysts expect revenue of  $9.85 billion  and an EPS of  $1.28  (a 33% year-over-year jump). The Impact:  Strong guidance from AMD regarding AI chip demand directly translates to potential order wins for                                                           AEM' s AEM next-generation testing handlers. 2. ASE Technology Q1 Conference = Wednesday, 29 April 2026 As a global leader in chip packaging and a strategic investor in AEM, ASE serves as a health check for the AI sector. What to Watch:  Expected EPS of  $0.169  on revenue of  US$5.28 billion. The Impact:  Look for updates on their Kaohsiung Mega-Fab and their partnership with AEM' s ISE Labs.  Progress here signals how quickly AEM' s advanced testing tools are being integrated into global supply chains. 3. AEM Holdings Q1 Business Update = Wednesday, 13 May 2026 This is the moment of truth for AEM' s internal recovery. Analysts are bracing for a massive turnaround following a challenging 2025. The Forecast:  CGSI Research, in its just released report, expects a blockbuster Q1, projecting revenue of  S$127.9m  (+49% YoY).                                       and net profit  of  S$12.7m  a staggering  286% increase compared  to last year. The Impact:  If AEM hits these numbers, it confirms that the company has successfully pivoted toward its new AI and HPC customers. Nvidia might also have an effect..... I don' t have the details of gangsters take on it right now ........ if there' s more interests, maybe I try to dig out more, and post them as I watch football, tonight....... remember, there' s also two brewings to come......this is not a stock to trade, if you get out , you will never get in again..... Also if you find AEM too pricey, u can consider UMS, truly yet to run..... a potential multi bagger
Useful To Me  Not Useful To Me
JurongW Elite	26-Apr-2026 13:48        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	JPM acquire 115,600 shares at $4.863 on Mon 20 Apr https://links.sgx.com/1.0.0/corporate-announcements/4TVAYOTEXGXQ0FTR/885845__eFORM3V2.pdf
Useful To Me  Not Useful To Me
aragosta Supreme	26-Apr-2026 02:21        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	Note: no analyst or industry expect has talked about this topic yet.... AEM Holdings: The Architect of Quantum-AI Convergence Explore the future of AEM Holdings, a strategic leader at the intersection of the AI revolution and the next frontier of quantum technology.  From pioneering cryogenic hardware to mission-critical system-level testing, AEM is shaping the global tech landscape with breakthroughs  in superconducting qubit validation and next-gen semiconductor infrastructure.   The Strategic Core: A Dual-Engine Growth Model AEM Holdings has evolved from a traditional equipment supplier into an  indispensable infrastructure partner. Its business model is now defined  by two distinct but interconnected technological super-cycles. 1. The AI Engine (Current Execution):  AEM is the primary provider of  System Level Testing (SLT)  for high-performance computing. As AI chips  become more complex (3D-stacked and heterogeneous), AEM' s " Test 2.0" solutions have become the mandatory final exam for the world' s  leading AI chipmakers. 2.  The Quantum Engine (Future Monopoly):  Through its subsidiary  Afore  Oy, AEM owns the world' s only commercially available  cryogenic  wafer prober. This technology allows for the testing of superconducting qubits at temperatures colder than outer space  - a fundamental  requirement  for the commercialisation of quantum computing. The Competitive Moat: The Gatekeeper Effect While global Goliaths focus on mass-market commodities, AEM has secured a " monopoly of the difficult." 1. Cryogenic Dominance:  By co-developing tools with  Intel' s   Quantum program, AEM has set the industry standard. Any manufacturer moving  toward high-volume quantum production must effectively pass through AEM' s proprietary hardware gate. 2. Deep Ecosystem Integration:  The  2026 ASE Technology partnership  embeds AEM into the global supply chain, making its tools a permanent  fixture in the assembly lines of the world' s largest Outsourced Semiconductor Assembly and Test (OSAT) provider. 3.  High Switching Costs:  Once AEM' s highly specialized, parallel test handlers are integrated into a billion-dollar fabrication facility, the cost and complexity  of replacing them create an immense barrier to entry for competitors.   Financial Transformation & Market Re-Rating The market has begun to recognize AEM' s transition from a cyclical manufacturer to a  high-growth tech titan. 1.  Revenue Diversification:  2026 marks the Inflection Point where AEM successfully diversified its client base, adding a second top-tier AI/HPC customer  that rivals its historical partnership with Intel. 2. Earnings Trajectory:  With a surge in net profit and record-high revenue guidance for 2026, the company is generating the cash flow necessary to fund  the R& D required to maintain its multi-generational lead in quantum research. 3. Institutional Smart Money:  The recent surge in share price to the  S$6.00 range  reflects a fundamental re-rating. Investors are no longer just buying  a chip stock they are buying the " Picks and Shovels" for the two most important technologies of the 21st century.   The Logical Verdict: A Goliath in the Making AEM Holdings is uniquely positioned as a  strategic bottleneck  in the global technology race. It possesses the rare combination of immediate AI-driven  profitability and long-term quantum-driven optionality. As the world moves from classical AI toward a quantum-integrated future, AEM' s role as an  indispensable architect of this transition positions it to become a global power in its own right.
Useful To Me  Not Useful To Me
JurongW Elite	26-Apr-2026 02:19        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	AEM share price just keeps running no breather, no pullback. One word: Possessed.
Useful To Me  Not Useful To Me
aragosta Supreme	26-Apr-2026 01:38        aragosta About Contact  Quote this Post!   Yells: "BBs never say why when they buy; never tell when they sell"
x 0   x 0  Alert Admin	■   We revise our FY26-28F earnings expectations to reflect the start of a new earnings  upcycle for AEM, driven by a more diversified customer base. ■   With a new 83.0% FY25-28F EPS CAGR expectation, we see AEM trading  up to its sector peer average of 41x CY27F P/E we raise TP to S$10.15. ■   Reiterate Add on its new earnings upcycle. https://rfs.cgsi.com/api/download?file=006bdc18-fbc5-4542-a355-5af157952165 WongKheeKai      ( Date: 25-Apr-2026 23:49) Posted: Anyone has any idea if CIMB or other brokerages have raised AEM's target price? If there is, and u have access to the report, can share it here? Thanks
Useful To Me  Not Useful To Me

                                                         First   < Newer   161-180 of 397   Older>   Last