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...
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Silchester takes ComfortDelGro stake above 7%
CapitaLand Investment again led the buyback consideration tally, buying back 5 million shares at an average price of S$2.92 per share on Jan...
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Managing director of Swensen’s ABR Holdings adds to his stake
Managing director of Swensen’s ABR Holdings adds to his stake CapitaLand Investment again led the buyback consideration tally, buying back...
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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...
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Taking Stock of Singapore’s Trade Contraction in 2023
While Singapore's exports have lagged behind Taiwan and Korea in Nov-Dec 2023, they have showed signs of recovery after a year of steep...
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