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AEM SGD
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business turnaround ?
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tongphlp
Supreme |
27-Jan-2023 13:21
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AEM share price collapsed following Intel' s revelation of tough first quarter in 2023 last night. The impetus to diversify revenue source has never been more critical than now for AEM. With its new flagship product, AMPS, AEM stands a good fighting chance but its competitors (Advantest and Tetradyne) had launched similar System Level Test equipment products in recent years. Question now is whether AEM has managed to snag Intel' s rival, AMD, as one of its new customers. Failure to do so could spell a death spiral for AEM in light of Intel' s chip inventory glut. Time is running out for AEM. Its now or never.
&zwnj https://sgwealthbuilder.com/2022/10/19/aem-share-price-sank-into-quick... |
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tongphlp
Supreme |
27-Jan-2023 11:51
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for comparison..." Temasek Holdings paid an average of $5.08 per share, which is significantly higher than the $3.85 per share it paid for in August 2021" AEM share price (SGX: AWX) in fairytale with Temasek Holdings - SG Wealth Builder AEM share price (SGX: AWX) in fairytale with Temasek Holdings - SG Wealth Builder
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tongphlp
Supreme |
27-Jan-2023 11:28
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Bear with it.......
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superstartup
Elite |
27-Jan-2023 10:14
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Intel share price dropped 9.7% in after-hours trading
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tongphlp
Supreme |
27-Jan-2023 09:49
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DYODD Given that Intel is AEM&rsquo s largest customer which accounts for the bulk of the laƩ er&rsquo s revenue, we thus opine that AEM&rsquo s fortunes will be closely Ɵ ed to how well Intel is faring. At $3.56, market cap of AEM Hldgs is S$1,099mln, FY22F P/E is 8.4x, current P/B is 2.4x and dividend yield is 3.8%. According to Bloomberg consensus, there are four buys, one sell and two hold recommendaƟ ons on the stock while the average of the various analysts&rsquo target price on AEM Hldgs is $4.27, representing a potential upside of 20%. |
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john_ric
Supreme |
27-Jan-2023 09:18
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Bull traps ......... | ||||
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FrancisLim
Master |
27-Jan-2023 09:03
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Intel slashed its full-year guidance and turned in worse-than expected quarterly results. | ||||
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sure.can.work
Senior |
20-Jan-2023 13:56
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CNY rally come early 
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tongphlp
Supreme |
20-Jan-2023 12:55
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lol...MAY the force be with US!
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wait4opp
Master |
20-Jan-2023 12:20
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May Bank said May be right......But not now.....May be right you all should know ya May be right only in May .... maybe. If so Jun then now Maybe May B should short sell then May maybe May B can cover their short Lol DYODD
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FrancisLim
Master |
20-Jan-2023 11:18
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All these fabs that are currently being built in USA, Europe, Japan...and China, they need testings. Demand for semicon will be there as there become so pervaisve in everything we use... |
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msksmsks
Master |
20-Jan-2023 11:18
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Nice reversal.... CNY rally..... |
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FrancisLim
Master |
20-Jan-2023 09:31
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AEM is in semiconductors which is currently facing weak demand after recent good past years. On the positive side, AEM has started to diversify its customer base in recent years. With more new customers onboarded, will diversify its customer base and cushion the decline in demand from its main customer. Semiconductor is the new Oil. Many fab plants are being built as part of the diversification of supply chains and also to cater for future demands. AEM with its expanded new plant in Penang, will stand in good stead to provide integrated testing solutions to such fabs. AEM is net cash and it also holds its own patents. Over the years, it has shown itself to be prudently managed and has grown itself mainly organically and recently through acquisitons. |
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tongphlp
Supreme |
18-Jan-2023 09:24
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super weak fr price movement....MayBank seems right...3.08 not far.
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tongphlp
Supreme |
17-Jan-2023 10:50
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what!! they MAY well be right....or wrong.....
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nott1965
Veteran |
17-Jan-2023 10:46
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I remembered not long ago, there was a Vietnamese lady who downgrade Valuetronics to $0.20 also from Maybank. Wonder if tis broking house is trustworthy
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tongphlp
Supreme |
17-Jan-2023 10:37
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recall once upon a time a household retailer advertise wrong price of a product in the media and cause quite some stir and unhappiness...they later acknowledged it was their fault and honoured the deal at the advertised price..can' t recall what product.. Can' t imagine for this case if price target is wrong....wonder what could have happened...
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tongphlp
Supreme |
17-Jan-2023 10:33
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and Jarrick of Maybank can jolly well take a back ' Seet' ...
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FrancisLim
Master |
17-Jan-2023 10:32
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The guru on tech analysis is William Tng of CGS CIMB. His track record for the last say 5 years, speak for itself. As for the rest, please do your own analysis.
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msksmsks
Master |
17-Jan-2023 10:03
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Tks for rectification. Thght this time can buy cheap cheap ....LOL
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