AEM SGD    Last:9.75    -0.34

AEM (+Venture, UMS) the most AI-relevant SGX stock

AEM is like a rocket...up up and away....

aragosta      ( Date: 27-Apr-2026 14:52) Posted: Please lah, ah tong...... concentrate on money making,  don' t insinuate or instigate.......But I  hope you didn' t throw when this Monster hit six, as you have hoped for ...... Look, throughout all my threads, including this, i always insisted I never have " insiders information" , I always claim that the gangsters anyhow guess, and the coffee shop uncles anyhow talk.....but the problem is that, all these coffee shop stories somehow often come true.......so, what to do?  So, in case, I anyhow talk before the AGM and results, and the stories come true, how?  So,. better don' t talk much lah.....better be safe than sorry lah...... price is flying, talk is flooding.......people are exuberantly saying it will hit $10, $15, $20...... but the problem is --  this might be true, because if what I heard from the mafia chiefs is true , the next big technological business they are going in, will be bigger, more earnings, more revenues, more profits, higher dividends, higher price, than this AI/HPC thingy we been obsessed with.....if really really true, it may bring us to the next level of growth, and onto a " Nvidia" type of price surge......unbelievable, right? you are here in this thread, and convert from a disbeliever to a unbeliever believer and buy into  the stock, and now making tons..... so give some thought, and credit, to this lah..... but please remember this is gangsters talking dangerously, to excite people.......   tongphlp      ( Date: 27-Apr-2026 10:18) Posted: haha...no such thing as " early know" one lah and congrats to all who didnt run road...yet.. SGX may query soon....cause at this rate, up $1 a day, even $20 is not far from the horizon..

 

From a gangster' s WhatsApp message.......

" This was easily the most riveting AGM presentation I' ve attended - not for the delivery, but for the sheer substance of the content. The CEO' s revelation regarding the partnership with ASE, which he referred to as the ' fourth anchor business partner,' was a major highlight. For those tracking AEM&rsquo s growth, it' s worth watching ASE' s quarterly results tomorrow. Unlike many blue chips that see price dips following their presentations at the AGMs, AEM' s share price rose steadily throughout the session, reflecting the market' s confidence in the new and valuable information."

 

There' s another classic golden saying in the Black Market, when positive news keep coming one after another........

" When the God of Fortune keeps coming, leave your door wide open."

===============

The following news article is  highly positive  for semiconductor companies like AEM and UMS, as it confirms that the " AI-led electronics surge" is effectively insulating these firms from broader geopolitical risks for now. 

Singapore' s manufacturing output beats forecasts in March. The electronics cluster was a standout performer, surging 30 per cent year on year in March ~ its fastest expansion since late 2024. The cluster' s performance was driven by the infocomms and consumer electronics segment, which jumped 72.1 per cent, and semiconductors, which rose 30.6 per cent. 
https://www.businesstimes.com.sg/singapore/singapores-manufacturing-output-beats-forecasts-march-chemicals-decline-signals-emerging-iran-war

Why this news development matters to both AEM and UMS Integration
Singapore' s reported 30.6% surge in semiconductor output, driven by AI demand, indicates a sector-wide upcycle that directly benefits key industry players AEM Holdings and UMS Integration, validating their potential for strong FY 2026 performance, according to analysis in The Business Times. UMS is positioned as a front-end beneficiary due to its ties to major equipment makers, while AEM benefits from increased testing demands for high-performance AI chips.

 

Please lah, ah tong...... concentrate on money making,  don' t insinuate or instigate.......But I  hope you didn' t throw when this Monster hit six, as you have hoped for ......

Look, throughout all my threads, including this, i always insisted I never have " insiders information" , I always claim that the gangsters anyhow guess, and the coffee shop uncles anyhow talk.....but the problem is that, all these coffee shop stories somehow often come true.......so, what to do? 

So, in case, I anyhow talk before the AGM and results, and the stories come true, how? 

So,. better don' t talk much lah.....better be safe than sorry lah......

price is flying, talk is flooding.......people are exuberantly saying it will hit $10, $15, $20......

but the problem is --  this might be true, because if what I heard from the mafia chiefs is true , the next big technological business they are going in, will be bigger, more earnings, more revenues, more profits, higher dividends, higher price, than this AI/HPC thingy we been obsessed with.....if really really true, it may bring us to the next level of growth, and onto a " Nvidia" type of price surge......unbelievable, right?

you are here in this thread, and convert from a disbeliever to a unbeliever believer and buy into  the stock, and now making tons..... so give some thought, and credit, to this lah.....

but please remember this is gangsters talking dangerously, to excite people.......

tongphlp      ( Date: 27-Apr-2026 10:18) Posted: haha...no such thing as " early know" one lah and congrats to all who didnt run road...yet.. SGX may query soon....cause at this rate, up $1 a day, even $20 is not far from the horizon..   aragosta      ( Date: 27-Apr-2026 10:02) Posted: Monstrous opening! I decided not to post any more comment until after theAGM and 1Q business update this week..... Not to sound like as if I know everything, but the " feeling" from the coffee shops is super good........ Unbelievable as it seems, mafia short to mini mid term target could be breached this week, if no nuclear war those who sold Genting and bought into Keppel should have gotten into this Monster........  money would have double by now.......​

 

WOW! WOW!!
This Monster no need 5 days, it takes ONE DAY to hit $6.84!
Next target $7.84, close to mafia' s short term target of eight?
The gangsters' belief that it is NOT a iFAST in the making, but a " Nvidia" type of bohbehchow run is no more a joke!

aragosta      ( Date: 25-Apr-2026 00:53) Posted: Wow.... this monster really hit $5.84, and more, in 10 days! lets see it will hit 6.84 in five days.....  Right now, Nasdaq is on fire...... and may lend a helping hand.... or leg..... Remember, theres also two brewings to come.....  Nasdaq Climbs Back Near Record as Chip Stocks Rally.....The Nasdaq was back near its highest levels on record as chip stocks kept their win streak alive following Intel&rsquo s earnings report. https://uk.finance.yahoo.com/news/intel-set-spark-early-wall-131629602.html     aragosta      ( Date: 12-Apr-2026 15:18) Posted: This beauty didn' t hit $4.84 in 10 days....   But it was close enuf, it did it in 15 days......so in another 10 days, can we expect the same pattern? Maybe, if it coincides with the convincingly ending of the conflict......and that' s not all, if the gangsters are to be believed, besides the brewing development that has nothing to do with a contract win, and which I mentioned earlier, there is also another news of a possible incoming new customer, with the help of a partner........ there' s not much interest in here anyway, so I shouldn' t be talking too much on this,... in any case, write so much, also nobody read, also one-ime dissident ah tong has been doing an excellent job promoting and selling......don' t want to steal his thunder.... btw, I also asked you to look out for Sembcorp' s unusual movements, and as it happened, it is actually crying out to you, it could reach eight as early as this month (impossible, right?), if not, by latest next month.... don' t ask me why, I also don' t know why...... but you know the mafia .... they don' t play games.....

 

haha...no such thing as " early know" one lah and congrats to all who didnt run road...yet..

SGX may query soon....cause at this rate, up $1 a day, even $20 is not far from the horizon..
 

aragosta      ( Date: 27-Apr-2026 10:02) Posted: Monstrous opening! I decided not to post any more comment until after theAGM and 1Q business update this week..... Not to sound like as if I know everything, but the " feeling" from the coffee shops is super good........ Unbelievable as it seems, mafia short to mini mid term target could be breached this week, if no nuclear war those who sold Genting and bought into Keppel should have gotten into this Monster........  money would have double by now.......​

 

Monstrous opening!

I decided not to post any more comment until after theAGM and 1Q business update this week.....

Not to sound like as if I know everything, but the " feeling" from the coffee shops is super good........

Unbelievable as it seems, mafia short to mini mid term target could be breached this week, if no nuclear war

those who sold Genting and bought into Keppel should have gotten into this Monster........  money would have double by now.......​

 

CGI report today

AEM Holdings Ltd Re-rating is just starting ■ We revise our FY26-28F earnings expectations to reflect the start of a new earnings upcycle for AEM, driven by a more diversified customer base. ■ With a new 83.0% FY25-28F EPS CAGR expectation, we see AEM trading up to its sector peer average of 41x CY27F P/E we raise TP to S$10.15. ■ Reiterate Add on its new earnings upcycle.

 

logic don' t work...

ruanlai      ( Date: 27-Apr-2026 09:21) Posted: How can this gem share price more than SIA? Over pricing and be careful guys! Dyodd

 

SIA bad investment in Air India, not a good choice for the mid term.
AEM potential superb hyper good results expected and very good potential business model (can say monopoly now)

ruanlai      ( Date: 27-Apr-2026 09:21) Posted: How can this gem share price more than SIA? Over pricing and be careful guys! Dyodd

 

How can this gem share price more than SIA?

Over pricing and be careful guys!

Dyodd

 

CGSI rerated to $10.15 from $4.86

 

Heard CGSI got new target ?

 

Wanted to post, since there' s some interests here, but was too fixated on the attempted assassination  

on Trump......so many videos coming in real time......

====================

Nasdaq Climbs Back Near Record as Chip Stocks Rally.  The Nasdaq was back near its highest levels on record as chip 
stocks kept their win streak alive following Intel' s earnings report.
https://uk.finance.yahoo.com/news/intel-set-spark-early-wall-131629602.html

Intel stock soars 25% on Q1 earnings beat, strong outlook.  Earnings report that beat analysts' expectations on the top and 
bottom lines and provided better-than-anticipated Q2 guidance on strong data center sales. (Note: The Trump Administration' s
stake in the company is now up nearly +300%.)
https://finance.yahoo.com/sectors/technology/article/intel-stock-soars-25-on-q1-earnings-beat-strong-outlook-191552507.html
 

Market watchers believe the recent rally in  AEM Holdings  and  UMS Integration  on 24 April 2026 was largely driven by  Intel' s massive 
quarterly earnings beat.  This performance revitalised investor confidence in the semiconductor equipment sector, but several upcoming 
catalysts could further  fuel this momentum.

If you also believe the Intel' s results is a catalytic influence on AEM price surge, here are three critical earnings dates to monitor closely......

1. AMD Q1 2026 Earnings = Tuesday, 5 May 2026
AMD is arguably the most important stock for AEM investors right now. Market consensus suggests AMD is the " top-tier AI customer"
set to become AEM' s largest revenue source by the end of 2026.

• What to Watch:  Analysts expect revenue of  $9.85 billion  and an EPS of  $1.28  (a 33% year-over-year jump).
• The Impact:  Strong guidance from AMD regarding AI chip demand directly translates to potential order wins for                                                           AEM' s AEM next-generation testing handlers.

2. ASE Technology Q1 Conference = Wednesday, 29 April 2026
As a global leader in chip packaging and a strategic investor in AEM, ASE serves as a health check for the AI sector.

• What to Watch:  Expected EPS of  $0.169  on revenue of  US$5.28 billion.
• The Impact:  Look for updates on their Kaohsiung Mega-Fab and their partnership with AEM' s ISE Labs. 
  Progress here signals how quickly AEM' s advanced testing tools are being integrated into global supply chains.

3. AEM Holdings Q1 Business Update = Wednesday, 13 May 2026
This is the moment of truth for AEM' s internal recovery. Analysts are bracing for a massive turnaround following a challenging 2025.

• The Forecast:  CGSI Research, in its just released report, expects a blockbuster Q1, projecting revenue of  S$127.9m  (+49% YoY).                                       and net profit  of  S$12.7m  a staggering  286% increase compared  to last year.
• The Impact:  If AEM hits these numbers, it confirms that the company has successfully pivoted toward its new AI and HPC customers.

Nvidia might also have an effect..... I don' t have the details of gangsters take on it right now ........

if there' s more interests, maybe I try to dig out more, and post them as I watch football, tonight.......
remember, there' s also two brewings to come......this is not a stock to trade, if you get out , you will never get in again.....
Also if you find AEM too pricey, u can consider UMS, truly yet to run..... a potential multi bagger 

 

JPM acquire 115,600 shares at $4.863 on Mon 20 Apr

https://links.sgx.com/1.0.0/corporate-announcements/4TVAYOTEXGXQ0FTR/885845__eFORM3V2.pdf
 

 

1. The AI Engine (Current Execution):  AEM is the primary provider of  System Level Testing (SLT)  for high-performance computing. As AI chips 
become more complex (3D-stacked and heterogeneous), AEM' s " Test 2.0" solutions have become the mandatory final exam for the world' s 
leading AI chipmakers.
2.  The Quantum Engine (Future Monopoly):  Through its subsidiary  Afore  Oy, AEM owns the world' s only commercially available  cryogenic 
wafer prober. This technology allows for the testing of superconducting qubits at temperatures colder than outer space  - a fundamental 
requirement  for the commercialisation of quantum computing. 1. Cryogenic Dominance:  By co-developing tools with  Intel' s   Quantum program, AEM has set the industry standard. Any manufacturer moving 
toward high-volume quantum production must effectively pass through AEM' s proprietary hardware gate.
2. Deep Ecosystem Integration:  The  2026 ASE Technology partnership  embeds AEM into the global supply chain, making its tools a permanent 
fixture in the assembly lines of the world' s largest Outsourced Semiconductor Assembly and Test (OSAT) provider.
3.  High Switching Costs:  Once AEM' s highly specialized, parallel test handlers are integrated into a billion-dollar fabrication facility, the cost and complexity 
of replacing them create an immense barrier to entry for competitors. 2. Earnings Trajectory:  With a surge in net profit and record-high revenue guidance for 2026, the company is generating the cash flow necessary to fund 
the R& D required to maintain its multi-generational lead in quantum research.
3. Institutional Smart Money:  The recent surge in share price to the  S$6.00 range  reflects a fundamental re-rating. Investors are no longer just buying 
a chip stock they are buying the " Picks and Shovels" for the two most important technologies of the 21st century.

 

AEM share price just keeps running no breather, no pullback.
One word: Possessed.

 

■   We revise our FY26-28F earnings expectations to reflect the start of a new earnings  upcycle for AEM, driven by a more diversified customer base.
■   With a new 83.0% FY25-28F EPS CAGR expectation, we see AEM trading  up to its sector peer average of 41x CY27F P/E we raise TP to S$10.15.
■   Reiterate Add on its new earnings upcycle. https://rfs.cgsi.com/api/download?file=006bdc18-fbc5-4542-a355-5af157952165

WongKheeKai      ( Date: 25-Apr-2026 23:49) Posted: Anyone has any idea if CIMB or other brokerages have raised AEM's target price? If there is, and u have access to the report, can share it here? Thanks

 

Wow! Coincidence or confluences... there seems to be consensus on the price confidence....
Let me say this, even though I said charts have no effect on this Monster, I welcome any technical charts, algorithmic forecast, fengshui readings etc that reinforce the black market' s price target on AEM.....

and let me say this.... I had warned those mercenary shortists, not once, not twice, not thrice, but four times NOT to play short on this stock..... in fact, I begged them not to do so..... highlighting that the stock could SUDDENLY surge 10, 15% or 20% in one day .... look what happened last Friday!....And according to thecoffeee shop uncles, the boh beh chow show has not truly started yet! I may have deleted some posts because they may have tied with some sensitive info , but most of my warnings are still here... go read them!!

Has this Monster still got the legs?.... I ' ll try to post some comments these few days, including some NEW info, never posted or talked by others, including analysts, before.... but if there are no interest, then I will discontinue talking, and may delete them, because some posts are juz tooo zhun, even though we may anyhow think of such coffee shop stories ....and please hor, AI didn' t write what we wrote, because AI can never think what the gangsters are thinking!

one more thing.... SGX did not query the trading activity of AEM during the recent surge, because there is wide publicity and positive market sentiment on the stock, and there is wide media coverage on the positive news that are related to the industry and the company itself.... if a stock has seen very little interest and trading, and then price surge suddenly, then SGX will ask questions lah...... ...... please hor.....I did not ask AI   for this answer....., this is common knowledge on such situation....​

 

Anyone has any idea if CIMB or other brokerages have raised AEM's target price? If there is, and u have access to the report, can share it here? Thanks