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muifan Supreme	04-Apr-2018 17:59        muifan About Contact  Quote this Post!   Yells: "Take the leap of faith dont regret 20 years later!"
x 0   x 0  Alert Admin	lol... DOCTORlim      ( Date: 04-Apr-2018 12:12) Posted: So keep buying DOCTORlim      ( Date: 04-Apr-2018 12:11) Posted: menu Subscribe BROKER'S CALLS Why AEM Holdings' share price dip is more of a buying than selling opportunity By: Michelle Zhu 04/04/18, 11:49 am SINGAPORE (Apr 4): CIMB is keeping AEM Holdings at ?add? saying its recent share price decline is a buying opportunity for new investors. Indeed, shares in the semiconductor equipment manufacturer have fallen by more than 10% to a low of $5.99 on Tuesday after Bloomberg reported that Apple Inc. was planning to use its own chips to replace processors from Intel Corp as early as 2020. The shift is expected to be a blow to Intel which draws about 5% of its annual revenue from Apple and is a major customer of AEM. See: Apple plans to use its own chips in Macs from 2020, replacing Intel In a Tuesday report, analyst William Tng notes that while the news would represent lost sales for Intel, the computing market has nonetheless been facing unit shipment declines over the past six years ? which Intel has been responding to by building up its presence in other segments such as server chips. ?The greater worry is the possibility that other customers may also adopt an approach of designing their own chips. However, this threat is mitigated by the fact that not many companies have the resources to do so,? says Tng. ?The most important thing is for AEM?s major customer [Intel] is to continue to be at the forefront of processor technology and develop the ability to roll out its products quickly? There are also no changes to AEM?s FY18 guidance of a pre-tax profit of at least $42 million, which excludes the contribution from recent acquisitions,? he adds. As before, potential re-rating catalysts for AEM include stronger-than-expected customer orders, while order delays or cancellations remain downside risks. As at 10am, shares in AEM are trading 6 cents higher at $6.19. As a reference, AEM?s recent placement price was $6.10. CIMB has an unchanged target price of $8.19, or 10 times FY19 earnings
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Sgvale Supreme	04-Apr-2018 17:57        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	It's not ending yet. No entry for me yet. Sgvale      ( Date: 04-Apr-2018 08:10) Posted: Manufacturing stocks with China operations are expected to be affected by the looming US-China trade skirmish. Escalating into trade war involving many nations
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Autumnleaf Member	04-Apr-2018 17:10        Autumnleaf About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any one got out or most still waiting? Finally gave in and cut short my losses...
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Wind22i Supreme	04-Apr-2018 16:57        Wind22i About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seems like abnormal selling
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wehuattogether88 Supreme	04-Apr-2018 16:54        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will it go below $5.00?
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Sgvale Supreme	04-Apr-2018 16:27        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fall still not finished yet. Be careful
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alexchew Master	04-Apr-2018 16:22        alexchew About Contact  Quote this Post!
x 0   x 0  Alert Admin	all tech related shares are a sell...
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Stacyer Member	04-Apr-2018 16:02        Stacyer About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shout summore lor. Behave like a parasite. You are the curse of AEM.  DOCTORlim      ( Date: 04-Apr-2018 12:12) Posted: So keep buying DOCTORlim      ( Date: 04-Apr-2018 12:11) Posted: menu Subscribe BROKER'S CALLS Why AEM Holdings' share price dip is more of a buying than selling opportunity By: Michelle Zhu 04/04/18, 11:49 am SINGAPORE (Apr 4): CIMB is keeping AEM Holdings at ?add? saying its recent share price decline is a buying opportunity for new investors. Indeed, shares in the semiconductor equipment manufacturer have fallen by more than 10% to a low of $5.99 on Tuesday after Bloomberg reported that Apple Inc. was planning to use its own chips to replace processors from Intel Corp as early as 2020. The shift is expected to be a blow to Intel which draws about 5% of its annual revenue from Apple and is a major customer of AEM. See: Apple plans to use its own chips in Macs from 2020, replacing Intel In a Tuesday report, analyst William Tng notes that while the news would represent lost sales for Intel, the computing market has nonetheless been facing unit shipment declines over the past six years ? which Intel has been responding to by building up its presence in other segments such as server chips. ?The greater worry is the possibility that other customers may also adopt an approach of designing their own chips. However, this threat is mitigated by the fact that not many companies have the resources to do so,? says Tng. ?The most important thing is for AEM?s major customer [Intel] is to continue to be at the forefront of processor technology and develop the ability to roll out its products quickly? There are also no changes to AEM?s FY18 guidance of a pre-tax profit of at least $42 million, which excludes the contribution from recent acquisitions,? he adds. As before, potential re-rating catalysts for AEM include stronger-than-expected customer orders, while order delays or cancellations remain downside risks. As at 10am, shares in AEM are trading 6 cents higher at $6.19. As a reference, AEM?s recent placement price was $6.10. CIMB has an unchanged target price of $8.19, or 10 times FY19 earnings
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lohsenglte Member	04-Apr-2018 15:52        lohsenglte About Contact  Quote this Post!
x 0   x 0  Alert Admin	Around $5.80 already omg 🌚 wehuattogether88      ( Date: 04-Apr-2018 14:13) Posted: 6.00 & waiting to go lower
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wehuattogether88 Supreme	04-Apr-2018 14:13        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	6.00 & waiting to go lower
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Battle123 Elite	04-Apr-2018 14:07        Battle123 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	siao liao
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DOCTORlim Senior	04-Apr-2018 12:12        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	So keep buying DOCTORlim      ( Date: 04-Apr-2018 12:11) Posted: menu Subscribe BROKER'S CALLS Why AEM Holdings' share price dip is more of a buying than selling opportunity By: Michelle Zhu 04/04/18, 11:49 am SINGAPORE (Apr 4): CIMB is keeping AEM Holdings at ?add? saying its recent share price decline is a buying opportunity for new investors. Indeed, shares in the semiconductor equipment manufacturer have fallen by more than 10% to a low of $5.99 on Tuesday after Bloomberg reported that Apple Inc. was planning to use its own chips to replace processors from Intel Corp as early as 2020. The shift is expected to be a blow to Intel which draws about 5% of its annual revenue from Apple and is a major customer of AEM. See: Apple plans to use its own chips in Macs from 2020, replacing Intel In a Tuesday report, analyst William Tng notes that while the news would represent lost sales for Intel, the computing market has nonetheless been facing unit shipment declines over the past six years ? which Intel has been responding to by building up its presence in other segments such as server chips. ?The greater worry is the possibility that other customers may also adopt an approach of designing their own chips. However, this threat is mitigated by the fact that not many companies have the resources to do so,? says Tng. ?The most important thing is for AEM?s major customer [Intel] is to continue to be at the forefront of processor technology and develop the ability to roll out its products quickly? There are also no changes to AEM?s FY18 guidance of a pre-tax profit of at least $42 million, which excludes the contribution from recent acquisitions,? he adds. As before, potential re-rating catalysts for AEM include stronger-than-expected customer orders, while order delays or cancellations remain downside risks. As at 10am, shares in AEM are trading 6 cents higher at $6.19. As a reference, AEM?s recent placement price was $6.10. CIMB has an unchanged target price of $8.19, or 10 times FY19 earnings. DOCTORlim      ( Date: 04-Apr-2018 12:07) Posted: Dun worry...it will go up...stay cal
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DOCTORlim Senior	04-Apr-2018 12:11        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	menu Subscribe BROKER'S CALLS Why AEM Holdings' share price dip is more of a buying than selling opportunity By: Michelle Zhu 04/04/18, 11:49 am SINGAPORE (Apr 4): CIMB is keeping AEM Holdings at ?add? saying its recent share price decline is a buying opportunity for new investors. Indeed, shares in the semiconductor equipment manufacturer have fallen by more than 10% to a low of $5.99 on Tuesday after Bloomberg reported that Apple Inc. was planning to use its own chips to replace processors from Intel Corp as early as 2020. The shift is expected to be a blow to Intel which draws about 5% of its annual revenue from Apple and is a major customer of AEM. See: Apple plans to use its own chips in Macs from 2020, replacing Intel In a Tuesday report, analyst William Tng notes that while the news would represent lost sales for Intel, the computing market has nonetheless been facing unit shipment declines over the past six years ? which Intel has been responding to by building up its presence in other segments such as server chips. ?The greater worry is the possibility that other customers may also adopt an approach of designing their own chips. However, this threat is mitigated by the fact that not many companies have the resources to do so,? says Tng. ?The most important thing is for AEM?s major customer [Intel] is to continue to be at the forefront of processor technology and develop the ability to roll out its products quickly? There are also no changes to AEM?s FY18 guidance of a pre-tax profit of at least $42 million, which excludes the contribution from recent acquisitions,? he adds. As before, potential re-rating catalysts for AEM include stronger-than-expected customer orders, while order delays or cancellations remain downside risks. As at 10am, shares in AEM are trading 6 cents higher at $6.19. As a reference, AEM?s recent placement price was $6.10. CIMB has an unchanged target price of $8.19, or 10 times FY19 earnings. DOCTORlim      ( Date: 04-Apr-2018 12:07) Posted: Dun worry...it will go up...stay calm wehuattogether88      ( Date: 04-Apr-2018 11:50) Posted: Run Road liao, might go down below 6.00
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DOCTORlim Senior	04-Apr-2018 12:07        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dun worry...it will go up...stay calm wehuattogether88      ( Date: 04-Apr-2018 11:50) Posted: Run Road liao, might go down below 6.00
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wehuattogether88 Supreme	04-Apr-2018 11:50        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Run Road liao, might go down below 6.00
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DOCTORlim Senior	04-Apr-2018 11:38        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Opportunity here...faster
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DOCTORlim Senior	04-Apr-2018 11:18        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	6.20 breaking and will pump up .....it will not stay at 6.20
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DOCTORlim Senior	04-Apr-2018 10:18        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	That's another great news DOCTORlim      ( Date: 04-Apr-2018 10:16) Posted: WASHINGTON, April 2, 2018 /PRNewswire/ -- The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing, design, and research, today announced worldwide sales of semiconductors reached $36.8 billion for the month of February 2018, an increase of 21.0 percent compared to the February 2017 total of $30.4 billion. Global sales in February were 2.2 percent lower than the January 2018 total of $37.6 billion, reflecting typical seasonal market trends. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. "The global semiconductor market continued to demonstrate substantial and consistent growth in February, notching its 19th consecutive month of year-to-year sales increases and growing by double-digit percentages across all major regional markets," said John Neuffer, president and CEO, Semiconductor Industry Association. "The Americas stood out once again, with sales increasing nearly 40 percent compared to last year, and sales were up year-to-year across all major semiconductor product categories." Year-to-year sales increased significantly across all regions: the Americas (37.7 percent), Europe (21.7 percent), China (16.4 percent), Asia Pacific/All Other (16.2 percent), and Japan (15.5 percent). Month-to-month sales increased slightly in Europe (0.9 percent), but fell somewhat in Japan (-0.9 percent), Asia Pacific/All Other (-1.5 percent), China (-2.6 percent), and the Americas (-4.3 percent). For comprehensive monthly semiconductor sales data and detailed WSTS Forecasts, consider purchasing the WSTS Subscription Package. For detailed data on the global and U.S. semiconductor industry and market, consider purchasing the 2017 SIA
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DOCTORlim Senior	04-Apr-2018 10:16        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	WASHINGTON, April 2, 2018 /PRNewswire/ -- The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing, design, and research, today announced worldwide sales of semiconductors reached $36.8 billion for the month of February 2018, an increase of 21.0 percent compared to the February 2017 total of $30.4 billion. Global sales in February were 2.2 percent lower than the January 2018 total of $37.6 billion, reflecting typical seasonal market trends. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. "The global semiconductor market continued to demonstrate substantial and consistent growth in February, notching its 19th consecutive month of year-to-year sales increases and growing by double-digit percentages across all major regional markets," said John Neuffer, president and CEO, Semiconductor Industry Association. "The Americas stood out once again, with sales increasing nearly 40 percent compared to last year, and sales were up year-to-year across all major semiconductor product categories." Year-to-year sales increased significantly across all regions: the Americas (37.7 percent), Europe (21.7 percent), China (16.4 percent), Asia Pacific/All Other (16.2 percent), and Japan (15.5 percent). Month-to-month sales increased slightly in Europe (0.9 percent), but fell somewhat in Japan (-0.9 percent), Asia Pacific/All Other (-1.5 percent), China (-2.6 percent), and the Americas (-4.3 percent). For comprehensive monthly semiconductor sales data and detailed WSTS Forecasts, consider purchasing the WSTS Subscription Package. For detailed data on the global and U.S. semiconductor industry and market, consider purchasing the 2017 SIA
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DOCTORlim Senior	04-Apr-2018 09:45        DOCTORlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi all, we do get the msg, hope everybody does not do not let the opportunities fly away hckoh611      ( Date: 04-Apr-2018 09:26) Posted: haha, trust me it doesn' t matter. If you want to insists, then i' ll say 85% to 90% of the handler infrastructure remain the same (can be reused). the balance 10% to 15% need to change to cater for the different chip. Whether the chip in BGA/PGA/PAD package. BGA package is typically for laptop chip, PGA package is typically for desktop and LGA package is typically for server. Some hint, go goole Jedec standard. Semiconductor equipment/handler is designed based on Jedec standard. Not vested in AEM. kelvintan84      ( Date: 03-Apr-2018 10:57) Posted: It does matter. Not all equipment is suitable for all chips. When a specific chips becomes obsolete, the machine will have very limited use. That' s why AEM took so long to discuss and design  the machine for Intel. Apple only annonuce that their Ipad (and i think computers) will stop using intel chips. When they gain enough capabilities and technical know how, they will do their Iphone chips in-house too, it' s just normal vertical integration of business. But then again, thats a 3 years later problem, i think market over-reacted though..
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