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AEM SGD
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business turnaround ?
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rlong8288
Master |
17-Nov-2023 09:36
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There goes the bunch of ...... can it be trusted
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focusy
Senior |
17-Nov-2023 08:31
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AEM: Highest target price $4.05 (JP Morgan), lowest $3.00 (DBS)
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tongphlp
Supreme |
16-Nov-2023 12:01
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AEM SGD ($3.19, down $0.15): The Edge recently reported that AEM Hldgs posted a net profit of $3.5 million for the nine months ended September, a drop of 96.9% y-o-y compared to the same period in FY2022, as semiconductor device makers continued to reduce inventory in 3QFY2023, compounded by a slower recovery in Chinese demand. Revenue in the same nine-month period was down by nearly half, or 48.2%, to $387.0 million, as overall sluggishness in the semiconductor industry saw most of AEM&rsquo s customers pushing out their capital expenditure for testing equipment to next year. The company has kept its revenue guidance for the whole of FY2023 to be between $460 million and $490 million. As at Sept 30, AEM&rsquo s net asset value (NAV) per share stood at $1.54, while its cash and cash equivalents came to $106.1 million. &ldquo The test equipment market has been challenged this year,&rdquo says AEM&rsquo s CEO Chandran Nair. &ldquo We continue to invest in the technology pillars, which is resulting in a growing patent portfolio, that provides us with the technology differentiation that is highly sought after by our customers, and we firmly believe that we are well-positioned to take advantage of the market upswing expected in late 2024 and beyond.&rdquo AEM has observed signs of stabilisation in the smartphone and PC markets have begun to emerge, with experts forecasting 2024 to be a year of growth for PCs and smartphones. Inventory levels are reducing across the board, and the semiconductor industry appears to be passing through the trough of the cycle, says the company. The company says it is investing prudently in R& D that will extend its technology differentiation and capture new opportunities related to advanced logic testing requirements. At the same time, it is selectively pursuing adjacent business opportunities that complement its core business, as reported by The Edge. At $3.19, market cap of AEM Hldgs is S$1,031.7mln, trailing 12-mth P/E is 16.3x, P/B is 2.1x and dividend yield is 3.1%.
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wehuattogether88
Supreme |
16-Nov-2023 11:46
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I think or suspect this 2 major shareholders might be buying more AEM shares from the open this few days also. | ||||
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tongphlp
Supreme |
16-Nov-2023 11:45
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not too good news I feel as EPF will run once they r in the $$..who bother to be with a loser for the long term...forecast is one thing but AEM may just spring another surprise by dissapointing investors with their results yet again..nothing is for sure
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wehuattogether88
Supreme |
16-Nov-2023 11:41
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Some extracted details from The Edge Singapore: Malaysia&rsquo s Employment Provident Fund (EPF) increased its stake in AEM Holdings on Nov 10, acquiring 564,500 shares on the open market for $1.89 million or $3.35 each. This brings EPF&rsquo s total interest in the chip tester to just over 34.4 million shares, equivalent to a stake of 11.146%. Another substantial shareholder of AEM recently added to its stake too. On Oct 30, UK fund manager abrdn acquired 382,800 shares on the open market for $1.33 million or $3.48 each. This brings its total stake to 28.15 million shares, equivalent to 9.114% of AEM. Less than a fortnight earlier on Oct 18, abrdn had acquired 273,000 shares for $960,516.56 or $3.52 each. |
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tongphlp
Supreme |
16-Nov-2023 11:29
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EPF and abrdn buy more AEM shares recovery delayed till late 2024
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tongphlp
Supreme |
16-Nov-2023 11:10
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3 and below is attainable
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msksmsks
Supreme |
16-Nov-2023 10:04
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Waiting for the gap of $3.05 - 3 to be covered. | ||||
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tongphlp
Supreme |
14-Nov-2023 11:04
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simple. they raise so pple buy and they can say bye! run for your life! AEM is one of the most shorted stock in SGX. Hopeless! Remove the CEO!
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des_khor
Supreme |
19-Oct-2023 12:22
Yells: "Tell me who is God or Market Fortune Teller in this forum ??" |
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Those market fortune teller just any how pluck figures from the air . Price adjustment like nobody business !
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Klein_Yeoman
Senior |
19-Oct-2023 12:20
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CGS-CIMB?s new target price of S$4.11 for AEM, compared with S$2.92 previously, is based on a higher price-to-earnings (PE) multiple of 11.3 times. This is in line with AEM?s five-year average, and higher than its earlier 10.2 times multiple, which its previous price target was based on. The business times 19 Oct 2023. Huat Ah! | ||||
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L.FATT
Member |
19-Oct-2023 09:12
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Is it give chichen wing take all chichen... hopely not. Hope its steady bongpipi | ||||
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hokpin
Supreme |
19-Oct-2023 09:10
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Engine gear in different direction today!
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Sgvale
Supreme |
19-Oct-2023 09:08
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$4 coming? | ||||
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Klein_Yeoman
Senior |
12-Oct-2023 11:44
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Looks like short sellers covering back. LoL 😅
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FrancisLim
Elite |
12-Oct-2023 10:51
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Hits UOBKHs TP. CGS CIMB - looks outdated, DBS not in the league of TP, Maybank reduced but still TP 3.77 Looks like UOBKH is moving the market like in Frenken. |
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beng1102
Elite |
12-Oct-2023 10:51
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Wow! Why now so strong up 19Cents.
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Alignment
Elite |
27-Sep-2023 17:24
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Don' t think the anti-trust fine for intel has any relevance for AEM. | ||||
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Battle123
Elite |
27-Sep-2023 17:12
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Today tis counter up , i think the anti trust fines (for Intel) so far no effect on tis ... Shld buy today when price 335 Phew |
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