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PQTPQK Supreme	14-Jul-2025 12:00        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	should test the previous high again ....?
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Professor001 Member	12-Jul-2025 08:37        Professor001 About Contact  Quote this Post!
x 0   x 0  Alert Admin	With the US tariff deadline looming on 1 Aug, I reckon that near term price increases will be very unlikely. Personally I will slowly accumulate whenever there is a price dip.
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PQTPQK Supreme	10-Jul-2025 16:39        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	upgrade from houses? Sgvale      ( Date: 10-Jul-2025 16:31) Posted: This is like going up. $1.70 Next ?
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Sgvale Supreme	10-Jul-2025 16:31        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is like going up. $1.70 Next ?
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Lswoowoo Senior	10-Jul-2025 14:10        Lswoowoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	BB started buying today. Going to chiong liao.
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PQTPQK Supreme	09-Jul-2025 08:50        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	intel up more than 7%..... Professor001      ( Date: 07-Jul-2025 11:05) Posted: Temporary rebound is faltering. With Intel ramping up its Panther Lake CPU production using 18A processor node in 2H2025, AEM will pick up more business and return to its glory days in a year' s time.  For now, wait for share price dips to slowly accumulate.
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Professor001 Member	07-Jul-2025 11:05        Professor001 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temporary rebound is faltering. With Intel ramping up its Panther Lake CPU production using 18A processor node in 2H2025, AEM will pick up more business and return to its glory days in a year' s time.  For now, wait for share price dips to slowly accumulate.
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kt3152 Supreme	27-Jun-2025 11:20        kt3152 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Let's see if it can hit 164... Charanko      ( Date: 27-Jun-2025 11:03) Posted: No. AEM more  potential. Somemore with the support from the PM  easywin      ( Date: 27-Jun-2025 10:29) Posted: Already more than the targeted price who' s still buying? more safe buy UMS
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Charanko Senior	27-Jun-2025 11:17        Charanko About Contact  Quote this Post!
x 0   x 0  Alert Admin	They are still cleaning the shit from the ex-CEO. Once cleared, I believe it will go above $2. s100125      ( Date: 27-Jun-2025 11:12) Posted: But AEM already up so much , chances of UMS catching up is high once listed in Malaysia Charanko      ( Date: 27-Jun-2025 11:03) Posted: No. AEM more  potential. Somemore with the support from the PM
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s100125 Elite	27-Jun-2025 11:12        s100125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	But AEM already up so much , chances of UMS catching up is high once listed in Malaysia Charanko      ( Date: 27-Jun-2025 11:03) Posted: No. AEM more  potential. Somemore with the support from the PM  easywin      ( Date: 27-Jun-2025 10:29) Posted: Already more than the targeted price who' s still buying? more safe buy UMS
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wehuattogether88 Supreme	27-Jun-2025 11:04        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	TP by houses are just reference, remember that AEM was a $2.50 or maybe a $3.00 stock not long back than. So anything can happen to the stock price with a even better guidance comes 2H25. easywin      ( Date: 27-Jun-2025 10:29) Posted: Already more than the targeted price who' s still buying? more safe buy UMS
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Charanko Senior	27-Jun-2025 11:03        Charanko About Contact  Quote this Post!
x 0   x 0  Alert Admin	No. AEM more  potential. Somemore with the support from the PM  easywin      ( Date: 27-Jun-2025 10:29) Posted: Already more than the targeted price who' s still buying? more safe buy UMS
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focusy Senior	27-Jun-2025 10:58        focusy About Contact  Quote this Post!
x 0   x 0  Alert Admin	2024 was a year of many achievements in the background. Now, 2025, from 2H onwards, the fruits will become bigger and ready for harvest! https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16117-aems-journey-from-r-d-to-reality-big-leaps-in-chip-testing-as-told-at-2024-agm#google_vignette Article with insights into the business.
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easywin Supreme	27-Jun-2025 10:29        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Already more than the targeted price who' s still buying? more safe buy UMS
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s100125 Elite	27-Jun-2025 10:26        s100125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can jump ship to UMS , also very hot today! easywin      ( Date: 27-Jun-2025 09:59) Posted: TP price reaching soon no more meat to buy now MambaFinancial89      ( Date: 26-Jun-2025 10:49) Posted: AEM: Lifts 1H25 guidance on order pull ins, reaffirming customer commitment (DBS Vickers 26 June 2025) 1H25 revenue guidance raised by 17%, driven by pull-ins under a non-cancellable long-term purchase order from its key customer, suggesting no reversal of intent despite ongoing challenges at Intel Pull-in reflects inventory management rather than a structural demand shift  Stronger near-term earnings de-risk FY25 but eyes are on the FY26 runway, particularly in new customers traction Reiterate BUY with TP SGD1.50 as AEM remains supported by new customer ramps and non-cancellable orders from its key customer AEM raises 1H25 revenue forecast by 17% due to pull-ins by the key customer. The mid-point of the new 1H2025 guidance range of SGD185-190mn represents a 17% increase over the mid-point of prior guidance of SGD155-170mn. The pull-in under a non-cancellable, long-dated purchase program reinforces the customer&rsquo s commitment to AEMs solutions, suggesting no reversal of intent despite ongoing challenges at Intel. While management has not changed its view of the broader business environment and the pull-ins are not indicative of a structural demand inflection, we believe the timing shift reflects proactive inventory planning by the key customer, likely in anticipation of upcoming product launches and recovery.  Pull-in reinforces near-term strength while highlighting the importance of broader customer momentum for sustained growth. The order acceleration is a clear positive for 1H25, boosting operating leverage and de-risking full-year earnings. It reinforces our thesis that Intel-related revenue remains anchored by noncancellable purchase commitments, providing near-term stability despite the customer&rsquo s internal challenges. At the same time, new customer programs are ramping, which is critical for longer term diversification. However, the front-loading of demand could moderate FY26 earnings unless offset by higher-than-expected order flow from new accounts. Our current assumptions have baked in a c.30% growth in new customer revenue from SGD125mn in FY25 to SGD163mn in FY26.  We also flag that revenue lumpiness may persist given Intels uneven ordering cadence, as seen in the strong 4Q24 and now the revised 1H25 outlook.  Nonetheless, we maintain our BUY with TP SGD1.50, as AEM remains supported by new customer ramps and non-cancellable orders from its key customer and is also well-positioned to benefit from growing test demand while deepening wallet share across AI-related platforms.
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easywin Supreme	27-Jun-2025 09:59        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	TP price reaching soon no more meat to buy now MambaFinancial89      ( Date: 26-Jun-2025 10:49) Posted: AEM: Lifts 1H25 guidance on order pull ins, reaffirming customer commitment (DBS Vickers 26 June 2025) 1H25 revenue guidance raised by 17%, driven by pull-ins under a non-cancellable long-term purchase order from its key customer, suggesting no reversal of intent despite ongoing challenges at Intel Pull-in reflects inventory management rather than a structural demand shift  Stronger near-term earnings de-risk FY25 but eyes are on the FY26 runway, particularly in new customers traction Reiterate BUY with TP SGD1.50 as AEM remains supported by new customer ramps and non-cancellable orders from its key customer AEM raises 1H25 revenue forecast by 17% due to pull-ins by the key customer. The mid-point of the new 1H2025 guidance range of SGD185-190mn represents a 17% increase over the mid-point of prior guidance of SGD155-170mn. The pull-in under a non-cancellable, long-dated purchase program reinforces the customer&rsquo s commitment to AEMs solutions, suggesting no reversal of intent despite ongoing challenges at Intel. While management has not changed its view of the broader business environment and the pull-ins are not indicative of a structural demand inflection, we believe the timing shift reflects proactive inventory planning by the key customer, likely in anticipation of upcoming product launches and recovery.  Pull-in reinforces near-term strength while highlighting the importance of broader customer momentum for sustained growth. The order acceleration is a clear positive for 1H25, boosting operating leverage and de-risking full-year earnings. It reinforces our thesis that Intel-related revenue remains anchored by noncancellable purchase commitments, providing near-term stability despite the customer&rsquo s internal challenges. At the same time, new customer programs are ramping, which is critical for longer term diversification. However, the front-loading of demand could moderate FY26 earnings unless offset by higher-than-expected order flow from new accounts. Our current assumptions have baked in a c.30% growth in new customer revenue from SGD125mn in FY25 to SGD163mn in FY26.  We also flag that revenue lumpiness may persist given Intels uneven ordering cadence, as seen in the strong 4Q24 and now the revised 1H25 outlook.  Nonetheless, we maintain our BUY with TP SGD1.50, as AEM remains supported by new customer ramps and non-cancellable orders from its key customer and is also well-positioned to benefit from growing test demand while deepening wallet share across AI-related platforms.
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Battle123 Elite	27-Jun-2025 08:14        Battle123 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	i stuck on 1.8 for very long time leh Hope an reach by Aug25
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wehuattogether88 Supreme	26-Jun-2025 15:39        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	AEM going ballistic up because of good guidance, expect another round of Ups when all the fund houses upgrade on their TPs
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MambaFinancial89 Veteran	26-Jun-2025 10:49        MambaFinancial89 About Contact  Quote this Post! Style: Fundamental   Yells: "Be greedy when others are fearful. "
x 0   x 0  Alert Admin	AEM: Lifts 1H25 guidance on order pull ins, reaffirming customer commitment (DBS Vickers 26 June 2025) 1H25 revenue guidance raised by 17%, driven by pull-ins under a non-cancellable long-term purchase order from its key customer, suggesting no reversal of intent despite ongoing challenges at Intel Pull-in reflects inventory management rather than a structural demand shift  Stronger near-term earnings de-risk FY25 but eyes are on the FY26 runway, particularly in new customers traction Reiterate BUY with TP SGD1.50 as AEM remains supported by new customer ramps and non-cancellable orders from its key customer AEM raises 1H25 revenue forecast by 17% due to pull-ins by the key customer. The mid-point of the new 1H2025 guidance range of SGD185-190mn represents a 17% increase over the mid-point of prior guidance of SGD155-170mn. The pull-in under a non-cancellable, long-dated purchase program reinforces the customer&rsquo s commitment to AEMs solutions, suggesting no reversal of intent despite ongoing challenges at Intel. While management has not changed its view of the broader business environment and the pull-ins are not indicative of a structural demand inflection, we believe the timing shift reflects proactive inventory planning by the key customer, likely in anticipation of upcoming product launches and recovery.  Pull-in reinforces near-term strength while highlighting the importance of broader customer momentum for sustained growth. The order acceleration is a clear positive for 1H25, boosting operating leverage and de-risking full-year earnings. It reinforces our thesis that Intel-related revenue remains anchored by noncancellable purchase commitments, providing near-term stability despite the customer&rsquo s internal challenges. At the same time, new customer programs are ramping, which is critical for longer term diversification. However, the front-loading of demand could moderate FY26 earnings unless offset by higher-than-expected order flow from new accounts. Our current assumptions have baked in a c.30% growth in new customer revenue from SGD125mn in FY25 to SGD163mn in FY26.  We also flag that revenue lumpiness may persist given Intels uneven ordering cadence, as seen in the strong 4Q24 and now the revised 1H25 outlook.  Nonetheless, we maintain our BUY with TP SGD1.50, as AEM remains supported by new customer ramps and non-cancellable orders from its key customer and is also well-positioned to benefit from growing test demand while deepening wallet share across AI-related platforms.
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s100125 Elite	26-Jun-2025 10:23        s100125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopefully analysis will upgrade on the shares price on this positive news.
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