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AEM SGD
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Cruising with the ship ..Yangzijiang
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bryan2003
Member |
13-Aug-2022 14:48
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Yes, it required very much patience. Our patience will be rewarded.
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WongKheeKai
Member |
13-Aug-2022 14:37
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Hi Bryan, personally i have no doubt this company will flourish further in the tech sector. They are fortunate to have strong leadership and a market that values innovation. Yes, will need to have patience to wait out. |
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bryan2003
Member |
13-Aug-2022 14:09
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Some interesting thought on AEM. Personally think that it will not close the year with just SGD 800M. Even though the report mentioned that the 2nd half is softer than 1st half, but if 2nd half can make SGD 500M, it is pretty good while the fact that the 2nd half is still softer than 1st half (SGD 500M vs SGD 540M). Based on the past 3 years record, the management is always more conservative and deliver within or more than what they have committed. I suppose this is because they don&rsquo t want the market to punish them (in term of share price) when they can&rsquo t deliver what they have committed. I believe they learnt from the experience happened in year 2018 when Apple reduce the dependency on Intel&rsquo s chips and the share price slashed 50% within months. If we refer to the Q4 2021 financial report, the inventories was SGD 204M (Consist of 98M raw material, 91M WIP and 12M finished goods) and Q1 2022 AEM delivered SGD 261M revenue. Meanwhile, the inventories during Q1 2022 was SGD 256M and they delivered a revenue of SGD 271M in Q2 2022. So now if refer to inventories mentioned in Q2 2022 report, we will notice that the inventories increased compare to the 2 quarters mentioned earlier. The inventories in current quarter is SGD 279M (consist SGD 108M raw material, SGD 132M WIP and SGD 34M finished goods). Hence, based on these figures, I personally doubt AEM will only deliver SGD 260M as 2nd half revenue. I think SGD 400M-450M will be a good figure for 2nd half revenue. AEM likely to be the game changer for the testing industry. From recently JV project with UTAC and the latest 2 new customers win, AEM potential grow even bigger and the risk will be diversified to different sectors. This is cushion the slow down in an individual sector. UTAC is OSAT and one of the main customers is ON Semiconductor who focus in CMOS. ON Semiconductor consider one the best performing share in Nasdaq in recent months despite most of the technology / semiconductor company&rsquo s share price has depressed. It continues to break new high due to the fact that it awesome result and positive outlook for the year. If the solution that provided by AEM and UTAC is used to test ON Semi&rsquo s products, it will help AEM&rsquo s growth in near future regardless new machine or consumables. The 2 new customers win. Trying to guess who the 2 customers is. For HPC, could it be Apple or AMD? Apple might have a high chance due to the fact that previously Apple is using Intel&rsquo s chips on its Mac Book. Is there any possibility that Apple got to know AEM since few years back and now they are buying AEM&rsquo s machine to testing their M1 and M2 chips? This is my guessing. Processor for mobility customer. Even though there are few players in the market, but could it be possible that AEM&rsquo s new customer is referring to Qualcomm? My guess was based on the announcement few months back when Qualcomm announced that they will use Intel&rsquo s fab to produce chips. Is there any possibility that AEM engaged with Qualcomm from there? If the names mentioned above are AEM&rsquo s new customer, the future grow of AEM is scary. All these name are the leader in each individual sector. |
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wait4opp
Master |
13-Aug-2022 13:40
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Paying 0.067 cents dividends per share representing 25% is very generous act. Good management makes shareholders a good return. Next week share price will move back above $4.50 towards $5 soon. Congrats for those who bought on Friday at the Low price. | ||||
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bigbang10
Veteran |
12-Aug-2022 21:29
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hahaha i m all in since its 1bucks days bro! p
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sure.can.work
Senior |
12-Aug-2022 21:11
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Why not? With US approved the US$52.7B chip bill...Intel maybe the biggest winner....so AEM may have the opportunity to setup new production line in US so it make so much sense to shift their focus there, those venture capitalist may see the potential and make a deal....Temasek has already in....I am in too 
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bigbang10
Veteran |
12-Aug-2022 20:58
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hahaha i also wish bro! but u may need to manage yr expectations. it all depends on how the BBs wana play this! if they wana push this down, it may just go that direction! but if ur in for the long run.. shldnt be an issue la.
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L.FATT
Member |
12-Aug-2022 20:58
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According to sgx stock trend, may be sell down instead even when company has stellar results. However I think we should try to buck this irrational trend.. support the high potential and with proven results company especially when Temasek is in it too. AEM is not those penny stock companies....
But if those weak hands want to sell, maybe they go ahead so we can load more and more on the cheap.
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sure.can.work
Senior |
12-Aug-2022 20:01
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Monday cheong to the moon......next Creative Tech in the making......hopefully they look at Nasdaq listing and USD$60 is not a dream
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bigbang10
Veteran |
12-Aug-2022 20:00
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another positive thing to note is that profit margins were maintained without any compression!
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bigbang10
Veteran |
12-Aug-2022 19:47
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what a stellar set of results! looks like all the earlier acquisitions are paying dividends now. Acquiring new customers and revising revenue guidances upwards are great indicators! | ||||
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L.FATT
Member |
12-Aug-2022 19:34
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Wow just wow news | ||||
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spursfan
Supreme |
12-Aug-2022 19:30
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For Immediate Release
AEM is on track for a record year, revises FY2022 revenue guidance upwards, declares interim dividend - Delivered the highest half year revenue and profit before tax in the Group?s history - Revenue for 1H2022 increased by 181% y-o-y to S$540.5 million, while profit before tax for 1H2022 increased by 187% y-o-y to reach S$102.0 million -The Group reported earnings per share of 26.78 Singapore cents, representing a 152% y-o-y increase from 10.61 Singapore cents in 1H2021 - Proposed interim dividend of 6.7 Singapore cents per ordinary share (1H2021: 2.6 Singapore cents per ordinary share), representing a payout of about 25% -AEM acquired 53.3% of the outstanding share capital of Nestek Korea Co., Ltd. (?Nestek?), a South Korean company that specialises in the design and manufacture of pins and sockets -Two new customer wins in high-performance computing/artificial intelligence and application processors for mobility -AEM has revised FY2022 revenue guidance of the Group to be in the range between S$750 million to S$800 million and full year CAPEX to be around S$16 million... https://links.sgx.com/1.0.0/corporate-announcements/PCI1VQQWPJDC94XY/728443_AEM%201H2022%20Press%20Release.pdf |
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tongphlp
Supreme |
03-Aug-2022 14:22
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I' ve said DYODD. Don' t need 2 trust everything he said.. Everyone has his own agenda...
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rlong8288
Master |
03-Aug-2022 12:36
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bryan2003
Member |
03-Aug-2022 11:22
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his post can be believed? When AEM up, he praised it. When i down, he condem it....
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tongphlp
Supreme |
03-Aug-2022 08:02
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AEM share price to rocket with new patent? August 2, 2022 sgwealthbuilder
https://sgwealthbuilder.com/2022/08/02/aem-share-price-to-rocket-with-new-patent/ DYOD
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Tracer63
Elite |
01-Aug-2022 11:10
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Tgt 4.50 today
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Tracer63
Elite |
01-Aug-2022 10:26
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Finally exploded
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tongphlp
Supreme |
29-Jul-2022 13:50
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nothing new...
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