bullish

AEM

AEM Holdings: More Short-Term Pain; Highly Attractive Valuation for Long-Term Investors

540 Views09 May 2024 10:09
AEM posted a very weak quarter. Business should improve dramatically by FY25. Long-term investors should accumulate aggressively on current weakness.
What is covered in the Full Insight:
  • AEM (AEM SP) published 1Q24 results and guidance for 1H24.
  • Assessment of the conference call with analysts.
  • Anticipated customer wins and revenue growth in FY25.
  • Discussion of AEM's exposure to AI implementations.
  • Potential impact of Intel's new products in 2H24 and into 2025.
SUMMARY
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Nicolas Van Broekhoven
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