ENTITY
AEM

AEM (AEM SP)

214
Analysis
Information TechnologySingapore
AEM Holdings Limited designs and manufactures semiconductor manufacturing equipment and related tooling parts and precision machining of components for semiconductor industry. The Company also manufactures and distributes electronics, engineering, chemical and related products. AEM provides engineering services.
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bullishAEM
09 May 2024 10:09

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.

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bullishAEM
29 Feb 2024 16:20

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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bullishAEM
25 Feb 2022 17:03

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...

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bullishAEM
17 Jan 2024 17:10

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...

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21 Dec 2023 19:23

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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