Aem: Hoping for Better 2025
AEM increased guidance for FY24 signals a shift towards revenue from non-Intel customers, setting the stage for growth in FY25.
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AEM Holdings: New CEO = One Final Kitchen Sink in 2Q24?
AEM Holdings announced new CEO Amy Leong, who will start on July 1, 2024. She is likely to kitchen sink results and the outlook as she takes control.
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Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
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Overview of My Winners and Losers in 2024...and 5 High Conviction Ideas Going Into 2025
2024's "5 High Conviction Ideas" had mixed results, with Plover Bay Technologies soaring 157% while AEM Holdings plummeted over 60%. 2025's focus...
509 Views
The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
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