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Latest Forum Topics / AEM SGD Last:9.9

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business turnaround ?

jlong0005
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06-Aug-2025 10:04

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Intel is no longer their main customer. I noticed MICRON and AMD came on board,. you can go to the annual report to find out. In small print. If they successfully complete
research for DRAM, this will bring AEM to the next level.

dlim888 ( Date: 05-Aug-2025 15:48) Posted:

If Intel is still their major customer, think will be very tough to regain past glory
Intel itself is fighting to survive!

tongphlp ( Date: 05-Aug-2025 15:22) Posted:

it' s a gamble
what goes up will come down and vice versa
AEM is no longer about fundamentals as it has non

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tongphlp
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06-Aug-2025 09:08

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yes, that' s a given

dlim888 ( Date: 05-Aug-2025 15:48) Posted:

If Intel is still their major customer, think will be very tough to regain past glory
Intel itself is fighting to survive!

tongphlp ( Date: 05-Aug-2025 15:22) Posted:

it' s a gamble
what goes up will come down and vice versa
AEM is no longer about fundamentals as it has non

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dlim888
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05-Aug-2025 15:48

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If Intel is still their major customer, think will be very tough to regain past glory
Intel itself is fighting to survive!

tongphlp ( Date: 05-Aug-2025 15:22) Posted:

it' s a gamble
what goes up will come down and vice versa
AEM is no longer about fundamentals as it has none

Professor001 ( Date: 02-Aug-2025 20:42) Posted:

Are you saying that you expect AEM' s share price to plunge this coming week

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tongphlp
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05-Aug-2025 15:22

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it' s a gamble
what goes up will come down and vice versa
AEM is no longer about fundamentals as it has none

Professor001 ( Date: 02-Aug-2025 20:42) Posted:

Are you saying that you expect AEM' s share price to plunge this coming week?

spore1 ( Date: 02-Aug-2025 10:30) Posted:

2 CEO left within 2 years, you think is a small matter!!!

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Professor001
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02-Aug-2025 20:42

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Are you saying that you expect AEM' s share price to plunge this coming week?

spore1 ( Date: 02-Aug-2025 10:30) Posted:

2 CEO left within 2 years, you think is a small matter!!!

Professor001 ( Date: 02-Aug-2025 08:08) Posted:

Market sentiment turning bad. I expect AEM?s share price to drift downwards in the short term.

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spore1
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02-Aug-2025 10:30

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2 CEO left within 2 years, you think is a small matter!!!

Professor001 ( Date: 02-Aug-2025 08:08) Posted:

Market sentiment turning bad. I expect AEM?s share price to drift downwards in the short term.

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Professor001
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02-Aug-2025 08:08

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Market sentiment turning bad. I expect AEM?s share price to drift downwards in the short term.

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Cadence88
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01-Aug-2025 08:57

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Hate to disappoint you but I think it is more likely to stablize at ard 1.61 , at least for this week.

Jiyaji ( Date: 28-Jul-2025 08:55) Posted:

From previous history it should drop like a brick to $1.30-1.35 levels within this week.

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Professor001
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01-Aug-2025 08:29

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Will your prediction materalise today, being the last day of this week?

Jiyaji ( Date: 28-Jul-2025 08:55) Posted:

From previous history it should drop like a brick to $1.30-1.35 levels within this week.

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tongphlp
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29-Jul-2025 14:56

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AEM' s saga is more exciting then CDL....accounting error, lost shipment, CEO replaced...
Look at CDL..boardroom tussle and with Philip Yeo out of the picture, the share price has soared to the moon...
maybe AEM should follow suit....but CDL has $2b war chest to lose....AEM don' t even come close

cmengchan ( Date: 29-Jul-2025 14:20) Posted:

Anyway, other than the frequent CEO changes drama, I think AEM is still significantly impacted by ongoing Intel weakness. Not easy to replace the contribution of big customer revenue.

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tongphlp
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29-Jul-2025 14:53

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Exactly!

Newlearner ( Date: 29-Jul-2025 14:25) Posted:

I wonder? why the board nvr bring him back to lead if he?s so good?

tongphlp ( Date: 29-Jul-2025 14:04) Posted:

the Loke chap also not any better, imh

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Newlearner
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29-Jul-2025 14:25

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I wonder? why the board nvr bring him back to lead if he?s so good?

tongphlp ( Date: 29-Jul-2025 14:04) Posted:

the Loke chap also not any better, imho

LoudShout ( Date: 29-Jul-2025 10:18) Posted:

still sore over the US$20 million arbitration loss. and the share price tanked.

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cmengchan
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29-Jul-2025 14:20

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Anyway, other than the frequent CEO changes drama, I think AEM is still significantly impacted by ongoing Intel weakness. Not easy to replace the contribution of big customer revenue.

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tongphlp
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29-Jul-2025 14:04

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the Loke chap also not any better, imho

LoudShout ( Date: 29-Jul-2025 10:18) Posted:

still sore over the US$20 million arbitration loss. and the share price tanked.

tongphlp ( Date: 29-Jul-2025 09:21) Posted:

CTO - Chief Talking Officer - only know how to talk
R & D - run and duck - quic

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LoudShout
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29-Jul-2025 10:18

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still sore over the US$20 million arbitration loss. and the share price tanked.

tongphlp ( Date: 29-Jul-2025 09:21) Posted:

CTO - Chief Talking Officer - only know how to talk
R & D - run and duck - quick

MrSiao123 ( Date: 28-Jul-2025 17:00) Posted:

If this former CTO is really working and doing his work.... A remote CEO maybe ? leading R and D but there is no R and D agreement. simple thing like this is missing from your " Steve" ... Prephaps a taylor swift wannabe stay at capella hotel for meeting

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tongphlp
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29-Jul-2025 09:21

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CTO - Chief Talking Officer - only know how to talk
R & D - run and duck - quick

MrSiao123 ( Date: 28-Jul-2025 17:00) Posted:

Warrenz ( Date: 28-Jul-2025 08:30) Posted:

The existing CEO most probably was asked to go due to not performing and was replaced by CTO.
The CTO as mentioned his effort was recognized and thus promoted.
Look at IT guy such as Steve from Apple, Bill Gates and Jensen
all of them are IT guys and lead the company so well

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tongphlp
Supreme

29-Jul-2025 09:08

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all confidence is lost....jialat

n3wbie ( Date: 28-Jul-2025 21:17) Posted:

DBS had an updated note today -

AEM appoints new CEO following board review

Outgoing CEO, Amy Leong, departs after one year in role, following a strategic leadership realignment by the board
Internal successor Samer Kabbani brings continuity, technical depth, and industry experience
However the abrupt leadership change and relatively short tenure of the outgoing CEO may weigh on sentiment in the near term
We have a BUY call with TP SGD2.10

Announces CEO transition due to strategic leadership realignment by the board. The outgoing CEO, Amy Leong, who began her tenure on 1 July 2024, will step down on 27 July 2025, following a comprehensive leadership review by the Board of Directors. The transition is part of a board-led initiative to realign AEM&rsquo s leadership in support of its long-term growth strategy.

Current President and Chief Technology Officer, Samer Kabbani appointed as the CEO, effective 28 July 2025. He has joined AEM since September 2020 and has been instrumental in shaping the company&rsquo s next-generation test technology roadmap, particularly in advanced active thermal control and its product portfolio. He brings more than 20 years of industry experience, including roles at other semiconductor test companies, Advantest and Delta Design (Cohu). His academic background includes a Bachelor of Science in Mechanical Engineering from McGill University and executive programs at Northwestern University and University of California. While Kabbani&rsquo s appointment ensures continuity and deep technical leadership, the abrupt leadership change and relatively short tenure of the outgoing CEO may weigh on sentiment in the near term. We have a BUY call with TP SGD2.10

tongphlp ( Date: 28-Jul-2025 16:58) Posted:

run....spelling error - BYE, not bu

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123Sang
Senior

28-Jul-2025 21:37

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" buy call" a chance for house to " unload" .....

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n3wbie
Elite

28-Jul-2025 21:17

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DBS had an updated note today -

AEM appoints new CEO following board review

Outgoing CEO, Amy Leong, departs after one year in role, following a strategic leadership realignment by the board
Internal successor Samer Kabbani brings continuity, technical depth, and industry experience
However the abrupt leadership change and relatively short tenure of the outgoing CEO may weigh on sentiment in the near term
We have a BUY call with TP SGD2.10

tongphlp ( Date: 28-Jul-2025 16:58) Posted:

run....spelling error - BYE, not buy

MambaFinancial89 ( Date: 28-Jul-2025 15:35) Posted:

DBS raises target price on AEM to $2.10 on FY2026 turnaround story

Amanda Tan and Ling Lee Keng of DBS Group Research (DBS) have kept their BUY call on AEM Holdings at a raised target price of $2.10 from $1.50 previously on the groups turnaround story in FY2026.

Tan and Ling note that AEM is a pioneer in providing system-level test (SLT) solutions, placing it around one generation ahead of its competitors. The pair write in their July 24 report: Given its technological superiority, we believe AEM is well positioned to ride on the growing SLT market that has benefitted from the increased complexity of chips and higher test coverage requirements, alongside the need for advanced heterogeneous packaging. Overall, Tan and Ling see that the semiconductor industry is well-poised for growth, led by the push towards digitalisation. They note that global consulting firm, McKinsey, projects the industry to become a trillion-dollar industry by 2030. Tan and Ling see industry megatrends such as artificial intelligence (AI), 5G and Internet of Things (IoT) to pave the way for growth in test spend, due to higher test volumes and test times. Longer test times would also increase the requirement for AEM&rsquo s consumables due to wear and tear, write the analysts.

In the past few years, AEM has announced several customer wins. Notably, the groups asynchronous modular parallel smart (AMPS-BI) product won an additional project to test next-generation data centre devices in the 4QFY2024. Its PiXL thermal management solution has also been deployed for AI customers, while AEM also expanded its installed base for its memory customers to test the GDDR6 device. Tan and Ling write: We believe that AEM is near an inflection point and foresee its customer diversification strategy yielding more significant returns in the years ahead. The analysts target price is based on 25 times blended FY2026 earnings versus the previous peg of 20 times on FY2025/2026 earnings. Key risks noted by them include a lower ramp-up of new customers and key customer weakness.

On July 27, AEM announced in a SGX filing that chief executive officer (CEO), Amy Leong, had resigned after serving little over a year in her role, because of board-led leadership realignment for growth. Same Kabbani, president and chief technology officer of the group, has since taken over the role with effect from July 28. Leong took over from previous CEO Chandran Nair, who served as the CEO between July 2020 and June 2024.

Today marks my last day as CEO of AEM in Singapore, as I transition into an advisor role back to the US. It&rsquo s been a privilege to help shape AEM&rsquo s journey, writes Leong in a LinkedIn post on July 28. In June this year, Leong told The Edge Singapore that the group could see &ldquo incremental improvement&rdquo on its net margins over the next few years due to its more differentiated product. At the time, she also noted that the companys direct exposure to China and the US was limited, with less than 20% of shipments sent to the US. In the long run, the big impact for our industry is how tariffs will impact the macro environment, the economy and demand, as well as how tech leaders like Apple are redesigning the electronic world, the whole ecosystem, and pricing. For that, we don&rsquo t know what will happen, she said. Like many other semiconductor players, she says that AEM is adopting a wait and see approach, as the risk of shifting government policies across different jurisdictions leaves many strategies up in the air. We are excited about this and will continue focusing on what we are good at. And well, we will try to figure out how the tariff situation will land. We focus on what we can control, said Leong.

On June 26, AEM announced in a SGX filing that the group had revised its 1HFY2025 revenue guidance upwards from the previous range of between $155 million to $170 million, to the range of between $185 million and $195 million. This was due to an unexpected pull-in of orders into FY2025 from one of the AEMs customers under its non-cancellable, long-dated purchase order program for the customers inventory management purposes. AEM will report its earnings on Aug 13. AEMs chairman, since 2011, is Loke Wai San, whose investment firm Novos Tellus was a key investor in the group.

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tongphlp
Supreme

28-Jul-2025 17:01

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AEM will go down in history as one of the worst home grown companies with so many failures and mistakes...

MrSiao123 ( Date: 28-Jul-2025 16:58) Posted:

Agree, espeically there are so many C suite turnarond and accounting issue.

tongphlp ( Date: 28-Jul-2025 15:01) Posted:

the no confidence comes from Amy' s immediate resignation...something serious must have happened...
too many nonsense

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