ENTITY
AEM

AEM (AEM SP)

217
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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21 Dec 2022 18:35

Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023

Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.

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bullishAEM
07 Nov 2022 16:14

AEM: Another Solid Earnings Report, but Mr. Market Remains Worried on Outlook

AEM reported solid results over the first 9 months. None of this seems to matter as the market has sold off the entire tech sector and investors do...

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bullishAEM
19 Aug 2022 21:43

Smartkarma Webinar | Singapore Investment Ideas

On 24 August, join our Webinar with Analyst Nicolas Van Broekhoven, who will go through his latest picks in the Singapore market.

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bullishAEM
15 Aug 2022 15:54

AEM: Stellar 1H22; Deeply Undervalued. Fair Value Remains at 8 SGD.

AEM reported a great set of 1H22 results and raised guidance. Long term thesis remains intact as stock trades at 10x FY22 EPS. Fair value remains...

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09 May 2022 21:30

The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement

The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...

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