AEM Holdings: More Short-Term Pain; Highly Attractive Valuation for Long-Term Investors
AEM posted a very weak quarter. Business should improve dramatically by FY25. Long-term investors should accumulate aggressively on current weakness.
675 Views
AEM: Cautious Guidance, but AI Exposure Highlighted and Company Could Benefit from Trump Re-Election
AEM has had a horrific start to FY24. Inventory issues, CFO and COO departures, and a weak business outlook. FY24 guidance was weak and visibility...
493 Views
The Week That Was in ASEAN@Smartkarma - LREIT's Focussed, Berli Jucker, and AEM's Inventory Loss
The Past Week saw insights on Lendlease Global Commercial REIT, Berli Jucker (BJC TB), AEM (AEM SP), Airports of Thailand (AOT TB), and the...
395 Views
AEM: When Inventory Fell off the Truck On the Way to Penang...
AEM's credibility with investors took a blow when it reported that some of its inventory "fell off the truck" during transport from Singapore to...
763 Views
Preview AEM Holdings: Loss-Making Quarter Ahead For First Time in 10 Years
AEM will report its first loss-making quarter in 10 years. FY24 could bring back EPS to 0.40 SGD meaning the stock could appreciate 75% to reach 6...
537 Views