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AEM SGD
Last:9.3
-0.6
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business turnaround ?
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jlinus
Senior |
25-Jan-2022 14:58
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The financial guidance provided is on the uptrend.
Price weakness is due to the overall market sentiments.
No matter how super yr company is, bound to go down.
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Wind22i
Supreme |
25-Jan-2022 14:40
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All this while aem didnt deliver in financial results but it was base on hope that future profits is good..
So naturally now it drop. Previously it was at 3.30 to 3.70 ... Dyodd |
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Cadence88
Veteran |
25-Jan-2022 14:25
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More like $4.65 ?
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investlin78
Senior |
25-Jan-2022 14:21
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Next support level 4.75. May be broken? DYODD | ||||
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wehuattogether88
Supreme |
25-Jan-2022 12:20
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Everybody waiting for AEM to get cheaper before considering to buy. I think BBs also waiting to scoop up at their right price. | ||||
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easywin
Supreme |
25-Jan-2022 12:18
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From now till next week who ever short can make very good profit easily as not many are buying price would not be up easily but down only | ||||
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ayy002
Senior |
25-Jan-2022 11:59
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BB waiting patiently for Retailers to sell off before scooping up from bottom at sub $4. | ||||
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jlinus
Senior |
25-Jan-2022 10:16
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Confirmed TP = S$7.90
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tongphlp
Supreme |
25-Jan-2022 09:57
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typo? they mean 4.90, not 7.90? :)
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jlinus
Senior |
24-Jan-2022 16:21
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AEM: " Outlook has never been this positive"Excerpts from CGS-CIMB reportTarget price - S$7.90 |
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tongphlp
Supreme |
24-Jan-2022 15:16
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a wise sage' s view...DYODD All eyes should be on the upcoming FY2021 full-year financial result. Will it set AEM share price on fire like what it did in 2018? From January to March 2018, AEM share price rocketed 100% to reach $1.87. The supersonic run of AEM share price was attributed to two factors &ndash the award of patent for the technology used in its flagship product, High Density Modular Test (HDMT) equipment and also the ramp up of orders from its key customer, Intel. The ramp up of orders from Intel led to an increase of 216% and 560% in revenue and profit for FY2017. The release of the full-year FY2017 financial result in early 2018 saw AEM share price roaring to high heavens. Will history repeat itself for AEM share price? Fast forward four years, the ramping of HDMT by Intel is over. However, AEM is launching is its next blockbuster product test equipment product &ndash Asynchronous Massive Parallel (AMPS). This new capability allows high powered chip to be tested under thermal controlled environment without damaging the chip. In my research, I found out that AEM had obtained the patent used in its AMPS (patent number: 20210325452). The patent was granted only on 21 October 2021. Prior to this, Temasek Holdings took up a substantial stake in AEM in August 2021. My hypothesis is that Temasek Holdings might have anticipated the grant of this patent to AEM and this could have prompted the sovereign wealth fund to invest in the company. Then on 25 November 2021, Temasek Holdings purchased another 443,700 shares from the market. If you scan the landscape in Singapore, you would realize that there are very few listed home-grown technology companies who possess patents for their products. AEM belongs to this unique elite league. Its peers, Frencken and UMS do not hold any patents. Shortly after the grant of the patent, AEM management guided that the Group expects the volume ramp for the next generation SLT handlers to continue through 4Q2021 and into FY2022. The patents held by AEM are like giving wings to a tiger. They provide AEM competitive edge and allow the Group to gain market share. On 11 January 2022, the Group guided that FY2022 revenue is expected to be between $670 million to $720 million. For perspective, the highest full-year revenue recorded was $519 million in FY2020. |
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tongphlp
Supreme |
24-Jan-2022 15:15
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AEM: Advanced testing solutions for complex chips AEM' s system levels test allows millions of chips to be tested in parallel at high speeds, allowing customers to get maximum test coverage. BY CLAUDIA TAN INVESTORS are starting to realise that the semiconductor industry is a key driving force behind the pandemic-led tech boom and will continue to grow in an environment where manufacturers are turning to more complex chips amid the rapid adoption of technology. Mainboard-listed AEM Holdings is confident about " leading the charge in dealing with that complexity" , said non-executive chairman Loke Wai San in an interview with The Business Times. Shares of AEM were up nearly 50 per cent last year, reaching a high of S$5.35 in Dec 2021 on the back of a global chip shortage as chip buyers rushed to secure inventory to cope with the surge in demand for electronics. The stock closed at S$4.94 on Jan 21. In early January, AEM announced a revenue guidance of between S$670 million and S$720 million for FY2022, up from S$525 million to S$550 million for FY2021. " A year and a half ago, the semiconductor industry wasn' t that interesting - everything was software," said Loke, who also runs technology buyout fund Novo Tellus Capital. People were paying attention to tech companies like food delivery apps, for instance, rather than the chips they run on, he said. But the world is starting to realise that semiconductors lie at the heart of innovation and technology. After all, no matter how sophisticated a software is, it would not be able to run on a personal computer made in the 90s, Loke said. " Your metaverse isn' t going to happen if you have outdated chips. . ." he said. Chips are now more complex than they were before, as manufacturers seek more compact and powerful semiconductor devices for remote working, 5G, Internet of Things and electric vehicles, among others. Electronic devices today, for instance, are expected to handle multiple applications simultaneously, adding to the challenge of developing test patterns. " They (chips) are getting more complex because they are handling more advanced nodes, they' re handling more instruction sets, and they' re doing a lot more," said Loke. " All sorts of processing units are required so that you get artificial intelligence and you get some other machine learning capabilities or data analytics," he added. Industry giants are also starting to develop their own chips, which further complicates testing processes. " I think that' s where AEM is pushing the disruption in the market - that we actually know how to test better at lower costs," said Loke. " And it comes with doing a different type of systems level test," he said, explaining that this means testing the hardware with software. " It comes with incorporating machine learning and AI (artificial intelligence) into the test protocols. That' s where we think the world is going to be in the next 8 years. And we hope to be one of the leaders pioneering that change," he added. AEM' s system levels test allows millions of chips to be tested in parallel at high speeds, allowing customers to get maximum test coverage. It will essentially be able to capture faults that functional tests may not be able to, and at a lower cost. This is given that the old way of testing is simply to keep building bigger, better and more expensive testing platforms whenever testing requirements change. On the outlook for the semiconductor industry, Loke said that the cycle has been " elongated" thanks to the many demand curves across consumers and businesses. The demand curve for electric vehicles, for instance, is expected to increase. " The car we sell today versus the car we see in 8 years is going to have a lot more semiconductor chips in it," said Loke. " There' s going to be a lot more semiconductors being used, the semiconductors that are being used are going to be higher quality and more complex," he added. Last year, AEM was selected to be the system level test solutions supplier for one of the industry' s memory integrated device manufacturers. Several analysts had said that this signals AEM' s ability to diversify its customer base after years of relying on its key customer - which most research reports suggest is semiconductor giant Intel Corporation - as its main revenue contributor. " It shows that the market is coming towards us - where the big players and leaders of the industry are starting to recognise what we' re doing in system level tests and AEM can stand on its own and win against the best competitors in the world," said Loke.
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tongphlp
Supreme |
22-Jan-2022 19:55
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Agreed! Thing is what r the chance of AEM going down to 3.7? Can' t rule out the possibility, but chances are 0.01%?
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john_ric
Supreme |
22-Jan-2022 11:14
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Use th price as a guide.
3.70 then long
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tongphlp
Supreme |
22-Jan-2022 07:10
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As Big Tech stocks get slaughtered, Intel rises from the ashesUpdated 1703 GMT (0103 HKT) January 21, 2022 https://edition.cnn.com/2022/01/21/investing/intel-stock-nvidia-amd/index.html |
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tongphlp
Supreme |
21-Jan-2022 21:05
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or it could be lack of foresight as it went to a low of $4.9....
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tongphlp
Supreme |
21-Jan-2022 20:50
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that was the initial injection of funds. thereafter, they went in again at 5.07.
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Wind22i
Supreme |
21-Jan-2022 18:46
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Nonaense ..temasek bought at around 3.70
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jlinus
Senior |
21-Jan-2022 18:13
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company did a share buy-back today at S$4.99 Vote of Confidence. |
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tongphlp
Supreme |
21-Jan-2022 15:39
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If enter now, price is better than Temasek who bought at 5.07 in Dec...
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