AEM: Increased FY22 Revenue Guidance; Riding on Intel's Capex Binge into Multi-Year Ramp
AEM reported record 1Q22 results and in the conference call reiterated it is looking for a multi-year ramp. This ramp is driven by its key client...
833 Views
Rex: Show Me the Incentives and I Will Show You the Outcome
Rex share awards show clear incentives for the board to maximize value over the coming two years. Buying back 10% of shares outstanding would be...
785 Views
UMS Holdings: Excellent Results in 2021 & Valuation Has Become More Attractive After Recent Sell-Off
UMS Holdings' stock price has been oversold in the past several weeks. It posted excellent results in 4Q 2021 and its valuations have become more...
483 Views
The Week That Was in ASEAN@Smartkarma - XL Coverging, Kalbe Rebalancing, and SCB Refocusing
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
312 Views
AEM Holdings: 2H21 Revenue Acceleration to Continue into FY22. Fair Value Maintained at 8 SGD
AEM continues to deliver solid results. FY22 guidance points to another record year for the company. AEM remains major beneficiary of Intel Capex...
916 Views