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

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treetops
    27-Feb-2026 10:00  
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Look at Aztech Global, next to run to $1. Now 0.735
 
 
melody88
    27-Feb-2026 09:54  
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Let' s see today can close at $3.... now only at 2.83
 
 
Rightstock
    27-Feb-2026 09:52  
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IMO, AEM if there are private placements between $3.00 to $5.00, it can still trade between $5 to $10 by the end of this year.

tongphlp      ( Date: 27-Feb-2026 09:44) Posted:

not $10? :)

treetops      ( Date: 26-Feb-2026 16:54) Posted:

Looking forward to hit $3


 

 
melody88
    27-Feb-2026 09:51  
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$10 a bit unrealistics, can hit $4 to $5 already good 
 
 
tongphlp
    27-Feb-2026 09:44  
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not $10? :)

treetops      ( Date: 26-Feb-2026 16:54) Posted:

Looking forward to hit $3

 
 
aragosta
    27-Feb-2026 09:36  
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Smashed thru 2.50, crushed 2.60, now attacking 2.80!!!!!! .....can almost smell the  Tea Brew Liao!!!!! 
​ Just read thru all my notes below..... the lobangs are alll there !!!!!

aragosta      ( Date: 08-Feb-2026 17:31) Posted:

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Rightstock
    27-Feb-2026 09:27  
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Looking at the way AEM goes up yesterday and today there may be a private placement to a big player and the placement price may be way higher than the current price of $2.76.
 
 
Trainner
    27-Feb-2026 09:25  
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Very strong...... 💪 💪 💪 💪

treetops      ( Date: 27-Feb-2026 09:16) Posted:

Hitting $3 real soon

treetops      ( Date: 26-Feb-2026 16:54) Posted:

Looking forward to hit $3


 
 
wehuattogether88
    27-Feb-2026 09:25  
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I think the new customer?s profit contribution will be very substantial in this FY2026
 
 
treetops
    27-Feb-2026 09:16  
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Hitting $3 real soon

treetops      ( Date: 26-Feb-2026 16:54) Posted:

Looking forward to hit $3

 

 
Trainner
    26-Feb-2026 17:30  
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Should look for Frencken, UMS and Innotek..... those will follow AEM trend......

tongphlp      ( Date: 26-Feb-2026 17:18) Posted:

institutions at play.

retailers unable to move the price.

JurongW      ( Date: 26-Feb-2026 16:26) Posted:

Surprising surge today despite the high valuation multiples. With EPS of 5.4 cents, the stock is trading at a P/E of 45× , which is rich by sector standards.
Net profit margin stands at 4.3%, well below its historical peak range of 15&ndash 19%. This margin compression highlights the gap between current fundamentals and past profitability levels.

I had considered buying shares after the results announcement to track how earning plays out. However, given the stretched multiples, I will wait for a price correction before entering.


 
 
tongphlp
    26-Feb-2026 17:18  
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institutions at play.

retailers unable to move the price.

JurongW      ( Date: 26-Feb-2026 16:26) Posted:

Surprising surge today despite the high valuation multiples. With EPS of 5.4 cents, the stock is trading at a P/E of 45× , which is rich by sector standards.
Net profit margin stands at 4.3%, well below its historical peak range of 15&ndash 19%. This margin compression highlights the gap between current fundamentals and past profitability levels.

I had considered buying shares after the results announcement to track how earning plays out. However, given the stretched multiples, I will wait for a price correction before entering.


aragosta      ( Date: 26-Feb-2026 14:36) Posted:

If u want to play AEM, go for long term, and ignore the current fundamental data and figures... they' re irrelevant.......I say again....FOUR is not a joke! And we are talking about short term to mini mid term only..... same as UMS, FOUR is not playing a fool, next week will be its turn to shine, pity those who throw away their bonus shares....  literally throw away!!!
 

AEM' s Turnaround Story

When investors buy a stock like  AEM Holdings  despite a high P/E, low yield, and low NAV (trading well above book value), they are not looking at what the company  is  today, but what it will become  tomorrow.  They are discounting the present to price in a  high-conviction growth story. They are trading current income for a structural turnaround centered on  AI integration  and the  semiconductor industry' s cyclical recovery.

Why Investors Are Buying AEM (The " Turnaround Story" )

1. Forward Earnings Pivot
Investors ignore the Trailing P/E (past performance) and focus on the much power  Forward P/EThey are betting that projected earnings for 2026/2027 will surge, making today' s " expensive" price a relative bargain.

2. Structural Turnaround
AEM is transitioning from a cyclical slump to a growth phase. The market rewards the inflection point ~ the moment a company proves the " worst is over" ~ more aggressively than the actual profit numbers themselves.

3. AI & HPC Revenue Ramp
AEM' s shift toward  High-Performance Computing (HPC)  and AI customers validates its technology. This provides a " pick and shovel" play for the AI boom, which carries a higher valuation premium than legacy business.  Investors are betting that demand for their advanced testing equipment will skyrocket.  (Please read below all my notes on AEM, which I took so much trouble to sneak out the middle of the night to steal from those coffee shops and mafia&rsquo s vaults)

4. Expansion into New Markets
The validation of AEM' s Memory Test capabilities opens a massive new revenue stream. Success in the  Memory Test  segment represents a massive expansion of  the company' s Total Addressable Market (TAM), which is not yet reflected in the current low NAV or Book Value. Investors are pricing in this future dominance before the revenue fully hits the balance sheet.

5. Signal of Confidence
Despite the low dividend yield, the  resumption of payouts  is a strategic signal. It confirms management' s confidence in cash flow stability and indicates that the worst of the cyclical downturn has passed, and  is confident enough in the 2026 outlook to return capital to shareholders.

6. Operating Leverage & Margins
As a high-tech manufacturer, AEM possesses significant  operating leverage. Once fixed costs are covered, a recovery in sales volume leads to an exponential increase in net profit margins.  Investors are buying in anticipation of this  margin expansion.

7.Intagible Value
A low NAV relative to price suggests the market is valuing  intellectual property  and " moats" over physical assets. Investors are paying for AEM' s proprietary testing technology, which is not easily captured on a traditional balance sheet


 
 
treetops
    26-Feb-2026 16:54  
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Looking forward to hit $3
 
 
superstartup
    26-Feb-2026 16:53  
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Well done, DBS.
The only one to recommend Buy with street high TP, while all the rest said Sell.
 
 
JurongW
    26-Feb-2026 16:26  
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Surprising surge today despite the high valuation multiples. With EPS of 5.4 cents, the stock is trading at a P/E of 45× , which is rich by sector standards.
Net profit margin stands at 4.3%, well below its historical peak range of 15&ndash 19%. This margin compression highlights the gap between current fundamentals and past profitability levels.

I had considered buying shares after the results announcement to track how earning plays out. However, given the stretched multiples, I will wait for a price correction before entering.


aragosta      ( Date: 26-Feb-2026 14:36) Posted:

If u want to play AEM, go for long term, and ignore the current fundamental data and figures... they' re irrelevant.......I say again....FOUR is not a joke! And we are talking about short term to mini mid term only..... same as UMS, FOUR is not playing a fool, next week will be its turn to shine, pity those who throw away their bonus shares....  literally throw away!!!
 

AEM' s Turnaround Story

When investors buy a stock like  AEM Holdings  despite a high P/E, low yield, and low NAV (trading well above book value), they are not looking at what the company  is  today, but what it will become  tomorrow.  They are discounting the present to price in a  high-conviction growth story. They are trading current income for a structural turnaround centered on  AI integration  and the  semiconductor industry' s cyclical recovery.

Why Investors Are Buying AEM (The " Turnaround Story" )

1. Forward Earnings Pivot
Investors ignore the Trailing P/E (past performance) and focus on the much power  Forward P/EThey are betting that projected earnings for 2026/2027 will surge, making today' s " expensive" price a relative bargain.

2. Structural Turnaround
AEM is transitioning from a cyclical slump to a growth phase. The market rewards the inflection point ~ the moment a company proves the " worst is over" ~ more aggressively than the actual profit numbers themselves.

3. AI & HPC Revenue Ramp
AEM' s shift toward  High-Performance Computing (HPC)  and AI customers validates its technology. This provides a " pick and shovel" play for the AI boom, which carries a higher valuation premium than legacy business.  Investors are betting that demand for their advanced testing equipment will skyrocket.  (Please read below all my notes on AEM, which I took so much trouble to sneak out the middle of the night to steal from those coffee shops and mafia&rsquo s vaults)

4. Expansion into New Markets
The validation of AEM' s Memory Test capabilities opens a massive new revenue stream. Success in the  Memory Test  segment represents a massive expansion of  the company' s Total Addressable Market (TAM), which is not yet reflected in the current low NAV or Book Value. Investors are pricing in this future dominance before the revenue fully hits the balance sheet.

5. Signal of Confidence
Despite the low dividend yield, the  resumption of payouts  is a strategic signal. It confirms management' s confidence in cash flow stability and indicates that the worst of the cyclical downturn has passed, and  is confident enough in the 2026 outlook to return capital to shareholders.

6. Operating Leverage & Margins
As a high-tech manufacturer, AEM possesses significant  operating leverage. Once fixed costs are covered, a recovery in sales volume leads to an exponential increase in net profit margins.  Investors are buying in anticipation of this  margin expansion.

7.Intagible Value
A low NAV relative to price suggests the market is valuing  intellectual property  and " moats" over physical assets. Investors are paying for AEM' s proprietary testing technology, which is not easily captured on a traditional balance sheet

Trainner      ( Date: 26-Feb-2026 09:05) Posted:

Well done AEM!!!' 💪 💪 💪 💪 💪 💪 💪
that will help to push up the price for Frencken, Innotex and UMS......
good luck to all investors!!!!!


 

 
melody88
    26-Feb-2026 14:50  
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ya i bought some at $4.17 last time.... 
 
 
aragosta
    26-Feb-2026 14:36  
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If u want to play AEM, go for long term, and ignore the current fundamental data and figures... they' re irrelevant.......I say again....FOUR is not a joke! And we are talking about short term to mini mid term only..... same as UMS, FOUR is not playing a fool, next week will be its turn to shine, pity those who throw away their bonus shares....  literally throw away!!!
 

AEM' s Turnaround Story

When investors buy a stock like  AEM Holdings  despite a high P/E, low yield, and low NAV (trading well above book value), they are not looking at what the company  is  today, but what it will become  tomorrow.  They are discounting the present to price in a  high-conviction growth story. They are trading current income for a structural turnaround centered on  AI integration  and the  semiconductor industry' s cyclical recovery.

Why Investors Are Buying AEM (The " Turnaround Story" )

1. Forward Earnings Pivot
Investors ignore the Trailing P/E (past performance) and focus on the much power  Forward P/EThey are betting that projected earnings for 2026/2027 will surge, making today' s " expensive" price a relative bargain.

2. Structural Turnaround
AEM is transitioning from a cyclical slump to a growth phase. The market rewards the inflection point ~ the moment a company proves the " worst is over" ~ more aggressively than the actual profit numbers themselves.

3. AI & HPC Revenue Ramp
AEM' s shift toward  High-Performance Computing (HPC)  and AI customers validates its technology. This provides a " pick and shovel" play for the AI boom, which carries a higher valuation premium than legacy business.  Investors are betting that demand for their advanced testing equipment will skyrocket.  (Please read below all my notes on AEM, which I took so much trouble to sneak out the middle of the night to steal from those coffee shops and mafia&rsquo s vaults)

4. Expansion into New Markets
The validation of AEM' s Memory Test capabilities opens a massive new revenue stream. Success in the  Memory Test  segment represents a massive expansion of  the company' s Total Addressable Market (TAM), which is not yet reflected in the current low NAV or Book Value. Investors are pricing in this future dominance before the revenue fully hits the balance sheet.

5. Signal of Confidence
Despite the low dividend yield, the  resumption of payouts  is a strategic signal. It confirms management' s confidence in cash flow stability and indicates that the worst of the cyclical downturn has passed, and  is confident enough in the 2026 outlook to return capital to shareholders.

6. Operating Leverage & Margins
As a high-tech manufacturer, AEM possesses significant  operating leverage. Once fixed costs are covered, a recovery in sales volume leads to an exponential increase in net profit margins.  Investors are buying in anticipation of this  margin expansion.

7.Intagible Value
A low NAV relative to price suggests the market is valuing  intellectual property  and " moats" over physical assets. Investors are paying for AEM' s proprietary testing technology, which is not easily captured on a traditional balance sheet

Trainner      ( Date: 26-Feb-2026 09:05) Posted:

Well done AEM!!!' 💪 💪 💪 💪 💪 💪 💪
that will help to push up the price for Frencken, Innotex and UMS......
good luck to all investors!!!!!

 
 
wehuattogether88
    26-Feb-2026 14:28  
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AEM can easily go over $ 2.50
It used to be trading above $3
 
 
melody88
    26-Feb-2026 14:25  
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can hit 2.5 today?
 
 
woody88
    26-Feb-2026 14:10  
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Wow 20% up
 
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