| Latest Forum Topics / AEM SGD Last:9.9 -- |
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business turnaround ?
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bigbang10
Veteran |
11-Jan-2022 18:22
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huh..why drop? Last Q it provided forecast of FY revenue of 525-550mio..this time round..it guided for FY revenue to be 670-720mio!! not only has it met..it has increased by so much lo! u dont anyhow scare pple to fit yr narrative of gloom n doom la..lol
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jlinus
Senior |
11-Jan-2022 18:19
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The board of directors of AEM Holdings Ltd (the &ldquo Company&rdquo , and together with its subsidiaries, the &ldquo Group&rdquo ) wishes to announce that based on the current business outlook, the Group expects FY2022 revenue to be between S$670 million to S$720 million, and CAPEX to be around S$10 million. For FY2022, the Group expects some margin compression in view of higher supply chain costs and an increase in R& D spend as we engage customers on new projec
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jlinus
Senior |
11-Jan-2022 18:16
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i think it will push up.... the price
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ETLee8
Master |
11-Jan-2022 18:00
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Seow leow tomo dropping ... profit margin compressed ?????
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jlinus
Senior |
11-Jan-2022 17:53
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AEM just provided a revised UPWARDS guidance update | ||||
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PhillipTan
Supreme |
11-Jan-2022 16:53
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AEM hits 2-week high CGS-CIMB ups TP by 35% on Intel expansionShares of mainboard-listed AEM Holdings hit a near 2-week high on Tuesday (Jan 11), after CGS-CIMB raised its target price (TP) by 35 per cent on Intel' s expansion plans.The research team raised its TP by 35 per cent to S$7.90 from S$5.84, representing a potential upside of 50 per cent from AEM' s trading price of S$5.24. AEM, which provides advanced chip testing solutions, is a crucial partner of Intel, which announced plans in December to invest US$7.1 billion to expand its test and assembly operations in Malaysia. AEM' s shares reached a high of S$5.28 in the afternoon, up 5.8 per cent or S$0.29 as at 1.06pm. The last time the counter closed near this level was Dec 29, 2021. By 3.37 pm, AEM was trading 5 per cent or S$0.25 higher at S$5.24, with 5.1 million shares changing hands. No married deals were recorded, according to ShareInvestor data. In a report dated Jan 10, CGS-CIMB said AEM' s FY2023 profit could hit a new record. Its increase in TP is due to the increase of CGS-CIMB' s FY2022-23 earnings per share (EPS) forecasts and a higher target price-to-earnings multiple of 17.94 times - a 15 per cent discount to the sector average. The research team also raised its FY2022-23 revenue estimates by 12.6 per cent to 17.7 per cent, resulting in a 10.7 per cent to 12.2 per cent increase in its FY2022-23 EPS projections. This reflects the research team' s optimism that there is a chance for AEM to be " amongst the top 3 players globally" . To recap, Intel is looking to expand its production in Malaysia following a global shortage of semiconductors. The new advanced packaging facility in Malaysia is expected to begin production in 2024. The RM30 billion (S$9.7 billion) investment is expected to create over 4,000 Intel jobs and more than 5,000 construction jobs in the country, the Malaysian government said in December 2021. The global shortage of semiconductor chips - partly due to a pandemic-fuelled demand for electronics and supply chain disruptions - has seen car makers cut production and smartphone delivery delays at tech companies including Apple. |
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Ranieri
Senior |
11-Jan-2022 15:35
Yells: "Unlikely?!!! Yup, you better believe it!!!!" |
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While I agree that semicon industry is highly volatile, one should also look at company specific factors.
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Ranieri
Senior |
11-Jan-2022 15:29
Yells: "Unlikely?!!! Yup, you better believe it!!!!" |
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Just parted red sea. Let them people through. No BaBi and Monkeys allowed. Chill.
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jlinus
Senior |
11-Jan-2022 14:54
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Just go with flow.
U cannot beat the BB.
Enjoy the ride
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tongphlp
Supreme |
11-Jan-2022 13:19
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obvious play by the BBs and monkeys...stay cautious... why no interest when it was below $5 a couple of days back?... Sudden resurrection?
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Dannkh
Master |
11-Jan-2022 13:09
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Cleared $5.25 second time. If continue to be firmed, next target is $5.50 based ob Fib number. Dyodd. | ||||
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tongphlp
Supreme |
11-Jan-2022 11:56
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ok let it fall to 4.95
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jlinus
Senior |
11-Jan-2022 11:54
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Shoot up too fast also not very healthy
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tongphlp
Supreme |
11-Jan-2022 11:48
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will AEM hit $6 today....
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wehuattogether88
Supreme |
11-Jan-2022 11:48
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Spike in AEM shrae price after going below $5. | ||||
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tongphlp
Supreme |
11-Jan-2022 11:46
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Chips will still rule, in good times or bad...I mean potato chips!
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tongphlp
Supreme |
11-Jan-2022 11:44
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PC Slowdown Sets a New Battleground for Chip MakersAMD needs to keep taking market share, while Intel can&rsquo t afford to lose ithttps://www.wsj.com/articles/pc-slowdown-sets-a-new-battleground-for-chip-makers-11641740581 |
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jlinus
Senior |
11-Jan-2022 11:43
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TP - S$7.90 by CIMB | ||||
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DanielF
Member |
11-Jan-2022 11:24
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Thank you for sharing your thoughts on AEM and semiconductor industry as a whole. While I do agree that it is getting chilly holding tech stocks nowadays, we should not generalize them as all the same, even if I were to narrow down to just the internet business, there is a huge difference between Facebook and other growth stocks such as SEA. In terms of semicon industry, the landscape has changed a lot from 20 years ago, where the main use of semiconductors were only in computers. In the good old days it was easy to predict the semicon cylce-- a 2-3 years up trend followed by a down trend. Next came the rise of mobile and tablets, and this has fueled the amazing super cycle that we have seen in the past 8-10 year. What' s next for the industry? Cars and everything else like your washing machines. Did you know a car has more than 1000 chips in it now? Each and every of the sensors is made from silicon chip. Will there be a down trend for semicon? Yes, definitely, it will still be affected by the overall economy, other than that, it still has a very long runway to go.
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tongphlp
Supreme |
11-Jan-2022 11:22
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