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AEM SGD
Last:1.35
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business turnaround ?
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tongphlp
Supreme |
09-Dec-2024 09:54
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still remember the former CEO who caused the downfall of AEM? Same pattern...
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Charanko
Senior |
05-Dec-2024 10:29
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This is good news. Hope this week can end above 145
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Benkoo
Member |
04-Dec-2024 16:37
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If it is able to cross about 1.48, then it confirms that bottom is formed, then will be in uptrend. Let' s see. | ||||
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joe1991
Senior |
04-Dec-2024 09:19
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haha so funny u.....think sunset le
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limkt009
Master |
04-Dec-2024 09:15
Yells: "Watch your front, grab $$$$$$$$ at your own time" |
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LHY will take over.
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actan99
Master |
04-Dec-2024 07:44
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Intel keep sliding. CEO also kena booted out from board liao |
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tongphlp
Supreme |
29-Nov-2024 09:05
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typo..2052 u mean
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Battle123
Elite |
25-Nov-2024 22:28
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accumulating |
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jlinus
Senior |
25-Nov-2024 14:33
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Wait foe 2025 for uptrend
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PQTPQK
Supreme |
25-Nov-2024 14:32
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what they said ?
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LoudShout
Veteran |
25-Nov-2024 14:13
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I follow CGS analysis. | ||||
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focusy
Senior |
20-Nov-2024 10:50
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DBS sees this stock as a winner Maybank and UOB urge caution, say Sell. What gives?
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Charanko
Senior |
19-Nov-2024 14:32
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Come on.AEM let' s close above 145 | ||||
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Charanko
Senior |
15-Nov-2024 16:35
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nice let' s close above 140 today | ||||
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MambaFinancial89
Veteran |
15-Nov-2024 13:32
Yells: "Be greedy when others are fearful. " |
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DBS: Reaffirming our non-consensus BUY (15 November 2024) - 3Q24 revenue in line, while earnings took a hit due to exceptionals and lower operating leverage - FY24-FY25 earnings tweaked lower by 11%/7% to account for exceptionals/pull in of sales into FY24 - We see an improved 4Q24 performance with FY25 earnings growth intact despite revenue shifts - Maintain BUY with higher TP of SGD1.72 3Q24 revenue in line with our estimates, while earnings took a hit due to exceptionals and lower operating leverage. AEM reported 3Q24 revenue of SGD74.2mn (-6.5% q/q, -33.6% y/y), accounting for 21% of our full-year estimates, in line, as we are expecting a stronger fourth quarter. Test cell solutions (TCS), which makes up 46.7% of 3Q24 group revenue, declined 16.6% q/q owing to lower engineering services for the key customer, while contract manufacturing, which accounts for 50.8% of group revenue, grew 5.3% q/q on improving inventory conditions within the industrial market. While product mix within contract manufacturing was more favourable, 3Q24 revenue mix was weighted towards lower margin contract manufacturing, which now makes up 51% of revenue vs. 45% in 2Q24, which we believe could have exerted some pressure on gross margins. Despite the change in product mix and lower operating leverage, PBT excluding exceptionals stands at SGD0.9mn, implying PBT margin excluding exceptionals of 1.2%, up 0.1ppt q/q due to cost discipline. Regarding the balance sheet, cash declined by 40.4% q/q to SGD47mn to support new product ramp-up, likely for new customers. 2H24 revenue guidance revised upward by 18% due to a pull in of revenue under non-cancellable POs by key customer. AEM has revised its 2H24 revenue guidance from SGD160-180mn to SGD190-210mn (+18% based on midpoint) due to an earlier-than-expected drawdown of the long-dated POs. 4Q24 set for a strong finish to the year. Assuming AEM delivers around the midpoint of its 2H24 revenue guidance, revenue for the fourth quarter would be around SGD127mn (+35% y/y, +72%q/q). This exceptional performance would be due to a pull in system sales from FY25 to 4Q24 under the non-cancellable non-dated POs. Given our expectations of higher operating leverage, we believe that net margins will trend around the 3.4% that AEM delivered in 2Q23 given the similar top-line levels. FY25 earnings growth still on the horizon, despite revenue shifts between FY24-FY25. The SGD20mn order which was initially due for recognition in 4Q24 will now be booked in FY25, while there has been a pull forward of > SGD30mn in revenue from Intel into 4Q24 from FY25. |
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tongphlp
Supreme |
14-Nov-2024 12:19
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the end is near..
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Charanko
Senior |
13-Nov-2024 10:16
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ya hopefully today can close @140 ..... | ||||
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superstartup
Elite |
13-Nov-2024 09:04
Yells: "Enjoy doing Fundamental Research" |
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Company has removed guidance for new business revenue Think after Analysts briefing, then more clarity on the way forward |
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spursfan
Elite |
12-Nov-2024 21:14
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not vested . didn' t go thru it . just posting for those interested.
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jlinus
Senior |
12-Nov-2024 21:11
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good or no good?
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