AEM: Temporary Weakness Creates Buying Opportunity Going into New Product Cycle as of 3Q21
AEM had a weaker quarter but it is very confident that a new growth cycle will start in 3Q21 well into 2022. New customer wins in 2022 could start...
774 Views
Pentamaster International (1665:HK): An Undervalued Beneficiary of Long Term Growth Trends
Despite trading at a PE of 13, Pentamaster International is a beneficiary of the 3D sensor market. It parent and near-identical asset, Pentamaster...
522 Views
AEM Holdings: Optimistic on FY21; Fair Value Remains at 5 SGD (41% Upside)
AEM beat consensus for the 7th quarter in a row. An entirely new C-suite can now take the company to its next milestone: 1 billion USD market cap...
578 Views
AEM: Onwards to $1 Billion Market Cap; Now More Attractive as M&A Target with Biz Diversification
AEM Holdings (AEM SP) posted stellar 1H20 results and raised its 2020 guidance. The margin improvement was strong as NPM doubled from 14.8% to...
727 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
403 Views