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...
825 Views
Advantest (6857 JP): 5G Keeps the Ball Rolling
Orders, sales and profits turned up in 2Q of FY Mar-21 and the outlook is positive as smartphone complexity, 5G and other factors drive IC test...
480 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...
623 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...
777 Views
Advantest (6857 JP): Strong 4Q Orders, Weak 1Q Guidance, No Further Visibility
Advantest reported a 24% QoQ increase in new orders received in 4Q of FY Mar-20 led by memory test systems, test services and M&A. Orders for...
355 Views