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Latest Forum Topics / AEM SGD    Last:9.9    -0.19  Post Reply
business turnaround ?
tongphlp
Supreme
13-Jan-2022 10:26     
 
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 Alert Admin 		U must be loving Temasek a lot :)

jlinus      ( Date: 13-Jan-2022 10:18) Posted:

I thot i read as GIC 🤣

tongphlp      ( Date: 13-Jan-2022 05:15) Posted:

GRC and Intel to research liquid cooling



The two have been working together for nearly ten years
January 12, 2022 
By  Peter Judge 

https://www.datacenterdynamics.com/en/news/grc-and-intel-to-research-liquid-cooling/
 


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jlinus
Senior
13-Jan-2022 10:18     
 
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 Alert Admin 		I thot i read as GIC 🤣

tongphlp      ( Date: 13-Jan-2022 05:15) Posted:

GRC and Intel to research liquid cooling



The two have been working together for nearly ten years
January 12, 2022 
By  Peter Judge 

https://www.datacenterdynamics.com/en/news/grc-and-intel-to-research-liquid-cooling/
 

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Sgvale
Supreme
13-Jan-2022 09:24     
 
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 Alert Admin 		Chiong Again !!
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tongphlp
Supreme
13-Jan-2022 08:33     
 
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Intel Is Having a Happy New Year So Far

https://www.bloomberg.com/news/newsletters/2022-01-12/intel-is-having-a-happy-new-year-so-far
 
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tongphlp
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13-Jan-2022 05:15     
 
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 Alert Admin

GRC and Intel to research liquid cooling



The two have been working together for nearly ten years
January 12, 2022 
By  Peter Judge 

https://www.datacenterdynamics.com/en/news/grc-and-intel-to-research-liquid-cooling/
 
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jlinus
Senior
12-Jan-2022 17:20     
 
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 Alert Admin 		By mid or end of the year?

bxylqwan      ( Date: 12-Jan-2022 15:49) Posted:

noise inbetween is irrelevant. end game is still $10
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tongphlp
Supreme
12-Jan-2022 16:12     
 
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 Alert Admin 		Price movement is proof that analysts are just as good as you and me..:)
 

rlong8288      ( Date: 12-Jan-2022 13:31) Posted:

January 11, 2022 Technology Singapore THIS REPORT HAS BEEN PREPARED BY MAYBANK KIM ENG RESEARCH SEE PAGE 7 FOR IMPORTANT DISCLOSURES AND ANALYST CERTIFICATIONS Co. Reg No: 198700034E MICA (P) : 099/03/2012 Tear Sheet Insert Gene Lih Lai, CFA [email protected] (65) 6231 5832 AEM Holdings (AEM SP) Keep the faith Opportunity to BUY the dip AEM&rsquo s FY22 revenue guidance of SGD670-720m (c&rsquo sus: SGD728m, ours: SGD753m) and expectations of margin compression may be perceived negatively. Given the stock&rsquo s 32% rally in the past 3 months, profit taking may ensue. As fundamentals are intact and as we see potential for further positive guidance revisions as FY22 progresses, our forecasts and TP are unchanged. We see corrections, if any, as opportunities to BUY the dip. We see room for positive guidance revisions in FY22 AEM has historically been conservative in guidance &ndash especially at the start of the year. We expect positive guidance revisions throughout the year. For FY22, we expect demand for the AEM&rsquo s new generation equipment to be underpinned by Sapphire Rapids and Alder Lake &ndash Intel&rsquo s new generation data centre and client products &ndash which are Intel&rsquo s first mass produced heterogeneously packaged chips (which we believe require greater reliance on system level test). In our view, Intel&rsquo s planned USD7b spending in Penang over 10 years is positive, and not factored in the guidance as the new facility only broke-ground in Dec&rsquo 21. Mitigating measures for margin risks If AEM was conservative on revenue guidance &ndash we believe this may be due to wariness towards supply chain uncertainties. On cost-driven margin pressure, we highlighted such risks in Nov&rsquo 21 and cut our FY22E net margin assumption from 16.7% to 16.1% in Dec&rsquo 21. As the latter is still higher than the 15.2% that we are forecasting for FY21E, the remaining risk is if we underestimate margin compression. On the flip side, mitigating measures to this are: i) margin pressures offset by operating leverage gains if FY22 revenue turns out stronger than we expect, and/or ii) FY21A margins pan out better than our FY21E. Next catalyst We believe positive commentary from AEM surrounding capacity expansion may be a catalyst for the stock to re-rate higher, as this will likely further confirm demand strength. Other risks to our view include i) worsening of supply chain challenges, and/ or ii) weak demand for Sapphire Rapids/ Alder Lake chips. Share Price SGD 5.22 12m Price Target SGD 6.23 (+21%) Previous Price Target SGD 6.23 BUY Company Description Statistics 52w high/low (SGD) 3m avg turnover (USDm) Free float (%) Issued shares (m) Market capitalisation Major shareholders: 8.9% 6.0% 5.0% 312 8.7 AEM manufactures equipment used in the semiconductor back-end process Temasek Holdings Pte Ltd. (Investment Ma Aberdeen Standard Investments (Asia) Ltd Employees Provident Fund 5.35/3.38 86.4 SGD1.6B USD1.2B Price Performance 80 100 120 140 160 180 200 220 240 260 1.00 1.50 2.00 2.50 3.00 3.50 4.00 4.50 5.00 5.50 Jan-20 Apr-20 Jul-20 Oct-20 Jan-21 Apr-21 Jul-21 Oct-21 AEM Holdings - (LHS, SGD) AEM Holdings / Straits Times Index - (RHS, %) -1M -
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tongphlp
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12-Jan-2022 15:51     
 
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 Alert Admin 		Agreed!

bxylqwan      ( Date: 12-Jan-2022 15:49) Posted:

noise inbetween is irrelevant. end game is still $10
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bxylqwan
Master
12-Jan-2022 15:49     
 
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 Alert Admin 		noise inbetween is irrelevant. end game is still $10
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tongphlp
Supreme
12-Jan-2022 15:47     
 
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 Alert Admin 		Lovin this game....when they announce a lousy set of results, price go the other way and vice-versa :)

investlin78      ( Date: 12-Jan-2022 14:55) Posted:

Those sold on news are lucky.

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tongphlp
Supreme
12-Jan-2022 14:57     
 
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 Alert Admin 		https://links.sgx.com/FileOpen/AEM%20-%20Response%20to%20SGX%20queries%20regarding%20ID%20redesignation.ashx?App=Announcement& FileID=697043
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investlin78
Senior
12-Jan-2022 14:55     
 
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 Alert Admin 		Those sold on news are lucky.
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tongphlp
Supreme
12-Jan-2022 14:51     
 
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 Alert Admin 		Yup. Lucky for AEM, Temasek and Novos are watching :)

ayy002      ( Date: 12-Jan-2022 13:27) Posted:

what a big bull trap today.
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tongphlp
Supreme
12-Jan-2022 14:30     
 
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Analysts optimistic on AEM as it expands to take advantage of industry uptrend

Lim Hui Jie  Published on Wed, Jan 12, 2022 / 11:41 AM GMT+8 / Updated 2 hours ago

Ah Loke say in him we trust!
https://www.theedgesingapore.com/capital/brokers-calls/analysts-optimistic-aem-it-expands-take-advantage-industry-uptrend
 


 
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rlong8288
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12-Jan-2022 13:31     
 
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 Alert Admin 		January 11, 2022 Technology Singapore THIS REPORT HAS BEEN PREPARED BY MAYBANK KIM ENG RESEARCH SEE PAGE 7 FOR IMPORTANT DISCLOSURES AND ANALYST CERTIFICATIONS Co. Reg No: 198700034E MICA (P) : 099/03/2012 Tear Sheet Insert Gene Lih Lai, CFA [email protected] (65) 6231 5832 AEM Holdings (AEM SP) Keep the faith Opportunity to BUY the dip AEM&rsquo s FY22 revenue guidance of SGD670-720m (c&rsquo sus: SGD728m, ours: SGD753m) and expectations of margin compression may be perceived negatively. Given the stock&rsquo s 32% rally in the past 3 months, profit taking may ensue. As fundamentals are intact and as we see potential for further positive guidance revisions as FY22 progresses, our forecasts and TP are unchanged. We see corrections, if any, as opportunities to BUY the dip. We see room for positive guidance revisions in FY22 AEM has historically been conservative in guidance &ndash especially at the start of the year. We expect positive guidance revisions throughout the year. For FY22, we expect demand for the AEM&rsquo s new generation equipment to be underpinned by Sapphire Rapids and Alder Lake &ndash Intel&rsquo s new generation data centre and client products &ndash which are Intel&rsquo s first mass produced heterogeneously packaged chips (which we believe require greater reliance on system level test). In our view, Intel&rsquo s planned USD7b spending in Penang over 10 years is positive, and not factored in the guidance as the new facility only broke-ground in Dec&rsquo 21. Mitigating measures for margin risks If AEM was conservative on revenue guidance &ndash we believe this may be due to wariness towards supply chain uncertainties. On cost-driven margin pressure, we highlighted such risks in Nov&rsquo 21 and cut our FY22E net margin assumption from 16.7% to 16.1% in Dec&rsquo 21. As the latter is still higher than the 15.2% that we are forecasting for FY21E, the remaining risk is if we underestimate margin compression. On the flip side, mitigating measures to this are: i) margin pressures offset by operating leverage gains if FY22 revenue turns out stronger than we expect, and/or ii) FY21A margins pan out better than our FY21E. Next catalyst We believe positive commentary from AEM surrounding capacity expansion may be a catalyst for the stock to re-rate higher, as this will likely further confirm demand strength. Other risks to our view include i) worsening of supply chain challenges, and/ or ii) weak demand for Sapphire Rapids/ Alder Lake chips. Share Price SGD 5.22 12m Price Target SGD 6.23 (+21%) Previous Price Target SGD 6.23 BUY Company Description Statistics 52w high/low (SGD) 3m avg turnover (USDm) Free float (%) Issued shares (m) Market capitalisation Major shareholders: 8.9% 6.0% 5.0% 312 8.7 AEM manufactures equipment used in the semiconductor back-end process Temasek Holdings Pte Ltd. (Investment Ma Aberdeen Standard Investments (Asia) Ltd Employees Provident Fund 5.35/3.38 86.4 SGD1.6B USD1.2B Price Performance 80 100 120 140 160 180 200 220 240 260 1.00 1.50 2.00 2.50 3.00 3.50 4.00 4.50 5.00 5.50 Jan-20 Apr-20 Jul-20 Oct-20 Jan-21 Apr-21 Jul-21 Oct-21 AEM Holdings - (LHS, SGD) AEM Holdings / Straits Times Index - (RHS, %) -1M -
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ayy002
Senior
12-Jan-2022 13:27     
 
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 Alert Admin 		what a big bull trap today.
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tongphlp
Supreme
12-Jan-2022 12:24     
 
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 Alert Admin 		up my friend! DYODD

jlinus      ( Date: 12-Jan-2022 12:19) Posted:

Means whats?

tongphlp      ( Date: 12-Jan-2022 12:14) Posted:



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jlinus
Senior
12-Jan-2022 12:19     
 
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 Alert Admin 		Means whats?

tongphlp      ( Date: 12-Jan-2022 12:14) Posted:


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tongphlp
Supreme
12-Jan-2022 12:14     
 
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 Alert Admin
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bishan22
Supreme
12-Jan-2022 11:53     
 
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 Alert Admin 		Bb trying to be funny ..🙃
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