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SembCorp Industries

LexLut88
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03-Mar-2026 13:54

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Congrats on all the winners.

I was looking for the update legal case ? is it removed or the other party has dropped the case that is why the share is surging ?

https://dockets.justia.com/docket/california/casdce/3:2025cv02604/829817

Found this link and not sure is it the latest news or not .

correct me if Im wrong. thanks.

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ayy002
Senior

03-Mar-2026 09:27

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long way to go

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tongphlp
Supreme

03-Mar-2026 09:04

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can see that the institutions want the price to go up...

wehuattogether88 ( Date: 02-Mar-2026 20:49) Posted:

I totally agreed

Sgvale ( Date: 02-Mar-2026 15:48) Posted:

There is strong hand behind supporting in time like this

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wehuattogether88
Supreme

02-Mar-2026 20:49

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I totally agreed

Sgvale ( Date: 02-Mar-2026 15:48) Posted:

There is strong hand behind supporting in time like this

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Sgvale
Supreme

02-Mar-2026 18:32

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Overall Market hold better than expected today.

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Sgvale
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02-Mar-2026 15:48

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There is strong hand behind supporting in time like this

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ayy002
Senior

02-Mar-2026 13:13

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TH got it at 3.84 back in 2021

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ruanlai
Elite

02-Mar-2026 12:10

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There is rumors TH scope up the low all the way to $3.08.

Today might close at $3.10

They will need to declare after market close for any purchase today!

dyodd

wehuattogether88 ( Date: 02-Mar-2026 09:07) Posted:

I think Temasek increasing their holdings in AEM.
Watching

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wehuattogether88
Supreme

02-Mar-2026 09:07

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I think Temasek increasing their holdings in AEM.
Watching

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Trainner
Master

02-Mar-2026 08:11

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Should compare AEM with Frencken, UMS and Innotek.

Alignment ( Date: 01-Mar-2026 18:22) Posted:

Not much point comparing the two. Hong Fok just pays the same dividend every year irrespective of results. Its share may just as well be seen as a perpetual bond.

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Alignment
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01-Mar-2026 18:22

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Not much point comparing the two. Hong Fok just pays the same dividend every year irrespective of results. Its share may just as well be seen as a perpetual bond.

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sfw2124
Senior

28-Feb-2026 23:03

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AEM Holdings (AWX) shares soared 20-40% post-FY2025 results (Feb 25-26, 2026) on AI-driven growth hype and upbeat FY2026 guidance (S$460-510M revenue), while Hong Fok (H30) saw muted reaction despite stronger % profit gains, as property stocks lag amid stable-but-unexciting rentals.

Why AEM Outshines Despite H30' s % Edge

AEM' s absolute scale (S$399M revenue, S$17M profit), AI/semiconductor tailwinds, and expansion visibility trump H30' s smaller base (S$98M revenue, S$28M profit) in a defensive property play&mdash investors chase growth over steady yields/dividends in risk-on markets. H30 trades at ~77% NAV discount (S$3.65 NAV, S$0.83 price) with low volume, muting pops AEM' s forward P/E ~15x reflects momentum.

Key Comparison

Metric	AEM (AWX) FY2025	Hong Fok (H30) FY2025	Notes
Revenue	S$399M (+5%)	S$98M (-6%)	AEM scaled big H30 condo sales dip offset by rents.
Net Profit	S$17M (+48%)	S$28M (+20%)	H30% solid but absolute smaller reval gain key.
EPS Growth	+47% (5.4¢ )	+20% (4.44¢ )	Both up, AEM ties to AI ramp.
Dividend	S$0.013 (resume)	S$0.01 (steady)	Similar yield ~1-3%, H30 NAV yield attractive long-term.
Outlook	+15-28% rev FY26 (AI/HPC)	Stable rents, resilient offices	AEM growth story wins trades.
Mkt Cap / P/B	~S$940M / ~1.9x	~S$680M / ~0.23x	H30 cheap but illiquid property discount.
Post-Rslt Move	+21% then +21% to S$2.97	Flat/muted	Volume + AI news fueled AEM.

AEM suits growth traders H30 fits value holds on NAV unlock.

JurongW ( Date: 28-Feb-2026 15:29) Posted:

It will be interesting to see if it can recover back to its high margins of 15% and sustain it. I guess the increased earning for FY26 had already been priced in.

Alignment ( Date: 28-Feb-2026 11:36) Posted:

I think the market is doing the maths you are suggesting but partly looking beyond FY26.

Margin expansion is a difficult one to predict. The company does not give much guidance as to the drivers. But I would note that the past few years have had some one-off restructuring costs. When you look at 2021 and 2022 when you did not have these costs net profit margins were at 15-16%

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JurongW
Elite

28-Feb-2026 15:29

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Yells: "Earnings give weight, Chart give wings"

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It will be interesting to see if it can recover back to its high margins of 15% and sustain it. I guess the increased earning for FY26 had already been priced in.

Alignment ( Date: 28-Feb-2026 11:36) Posted:

JurongW ( Date: 26-Feb-2026 15:45) Posted:

Management has guided revenue of $460 to $510M for FY26. Net profit margins in FY24 and FY25 were 3.1% and 4.3%, respectively. The profitability outlook will hinge on margin expansion.

1. Scenario: Assuming margins rise to 8.6% on the upper end of guidance ($510M revenue), net profit would be about $44M.

2. EPS Estimate: &asymp 13.9 cents.

3. Valuation: At a 20× P/E, the share price could reach around $2.78.

On the chart, a cup formation is emerging &mdash a bullish continuation pattern.

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JurongW
Elite

28-Feb-2026 14:40

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Yells: "Earnings give weight, Chart give wings"

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True, I was very surprised to see it surging 2 days in a row. This monday will be T+2 days for contra players.
What goes up fast may come down fast. May see it cheong again in the morning before profit taking sets in.

beng1102 ( Date: 27-Feb-2026 10:44) Posted:

Careful! I think it is surging too fast. Likely to see a lot of profit taking on coming days.

JurongW ( Date: 26-Feb-2026 15:45) Posted:

Management has guided revenue of $460 to $510M for FY26. Net profit margins in FY24 and FY25 were 3.1% and 4.3%, respectively. The profitability outlook will hinge on margin expansion.

1. Scenario: Assuming margins rise to 8.6% on the upper end of guidance ($510M revenue), net profit would be about $44M.

2. EPS Estimate: &asymp 13.9 cents.

3. Valuation: At a 20× P/E, the share price could reach around $2.78.

On the chart, a cup formation is emerging &mdash a bullish continuation pattern.

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Alignment
Elite

28-Feb-2026 11:36

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JurongW ( Date: 26-Feb-2026 15:45) Posted:

Management has guided revenue of $460 to $510M for FY26. Net profit margins in FY24 and FY25 were 3.1% and 4.3%, respectively. The profitability outlook will hinge on margin expansion.

1. Scenario: Assuming margins rise to 8.6% on the upper end of guidance ($510M revenue), net profit would be about $44M.

2. EPS Estimate: &asymp 13.9 cents.

3. Valuation: At a 20× P/E, the share price could reach around $2.78.

On the chart, a cup formation is emerging &mdash a bullish continuation pattern.

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Joelton
Supreme

27-Feb-2026 11:22

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AEM shares close over 21% higher following positive H2 results hit 1-year high of S$2.47
Its net profit is up 32% year on year at S$13.9 million
[SINGAPORE] Shares of semiconductor company AEM : AWX +21.67%jumped more than 21 per cent on Thursday (Feb 26), on the back of a significant year-on-year increase in its net profit to S$13.9 million for H2 FY2025.
The counter, which is trading cum dividend, hit S$2.22, up 9.4 per cent or S$0.19 as at 9.50 am. It pared gains soon after, easing to S$2.20, but still trading 8.4 per cent or S$0.17 higher. Subsequently, it rose to S$2.25 as at 10.09 am, up 10.8 per cent or S$0.22.
AEM gained more ground by the midday break, up 15.3 per cent or S$0.31 at S$2.34. It ended at S$2.47, up 21.7 per cent or S$0.44, after 22 million securities transacted.
The company&rsquo s net profit rose 32 per cent on the year from S$10.5 million previously. Revenue for its second half stood at S$209.1 million, up 1 per cent from S$206.8 million in H2 FY2024.
As for FY2025, revenue increased 5 per cent to S$399.3 million from S$380.4 million.
The group attributed its recent performance to the &ldquo successful ramp-up to high-volume manufacturing&rdquo for its second artificial intelligence/high-performance computing customer, which more than offset a decline in revenue from another customer.
The board of directors recommended a final dividend of S$0.013 per share for the financial year, resuming dividend payouts to shareholders.
They will be paid out on May 22.

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Joelton
Supreme

27-Feb-2026 11:15

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AEM shares rise over 10% following positive H2 results
Its net profit rose 32% year on year to S$13.9 million
[SINGAPORE] Shares of semiconductor company AEM : AWX +9.85%jumped more than 10 per cent on Thursday (Feb 26) morning, on the back of a significant year-on-year increase in its net profit to S$13.9 million for H2 FY2025.
The counter hit S$2.22, up 9.4 per cent or S$0.19 as at 9.50 am. It pared gains soon after, easing to S$2.20, but still trading 8.4 per cent or S$0.17 higher. Subsequently, it rose to S$2.25 as at 10.09 am, up 10.8 per cent or S$0.22, after 7.7 million securities changed hands.
AEM&rsquo s net profit rose 32 per cent on the year from S$10.5 million previously. Revenue for its second half stood at S$209.1 million, up 1 per cent from S$206.8 million in H2 FY2024.
As for FY2025, revenue increased 5 per cent to S$399.3 million from S$380.4 million.
The group attributed its recent performance to the &ldquo successful ramp-up to high-volume manufacturing&rdquo for its second artificial intelligence/high-performance computing customer, which more than offset a decline in revenue from another customer.
The board of directors recommended a final dividend of S$0.013 per share for the financial year, resuming dividend payouts to shareholders.
They will be paid out on May 22.

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beng1102
Elite

27-Feb-2026 10:44

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Careful! I think it is surging too fast. Likely to see a lot of profit taking on coming days.

JurongW ( Date: 26-Feb-2026 15:45) Posted:

Management has guided revenue of $460 to $510M for FY26. Net profit margins in FY24 and FY25 were 3.1% and 4.3%, respectively. The profitability outlook will hinge on margin expansion.

1. Scenario: Assuming margins rise to 8.6% on the upper end of guidance ($510M revenue), net profit would be about $44M.

2. EPS Estimate: &asymp 13.9 cents.

3. Valuation: At a 20× P/E, the share price could reach around $2.78.

On the chart, a cup formation is emerging &mdash a bullish continuation pattern.

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JurongW
Elite

26-Feb-2026 15:45

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Yells: "Earnings give weight, Chart give wings"

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Management has guided revenue of $460 to $510M for FY26. Net profit margins in FY24 and FY25 were 3.1% and 4.3%, respectively. The profitability outlook will hinge on margin expansion.

1. Scenario: Assuming margins rise to 8.6% on the upper end of guidance ($510M revenue), net profit would be about $44M.

2. EPS Estimate: &asymp 13.9 cents.

3. Valuation: At a 20× P/E, the share price could reach around $2.78.

On the chart, a cup formation is emerging &mdash a bullish continuation pattern.

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ayy002
Senior

26-Feb-2026 15:29

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used to be above 4 before the inventory screw up

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