AEM SGD    Last:9.27    -0.3

AEM (+Venture, UMS) the most AI-relevant SGX stock

not $10? :)

treetops      ( Date: 26-Feb-2026 16:54) Posted: Looking forward to hit $3

 

Smashed thru 2.50, crushed 2.60, now attacking 2.80!!!!!! .....can almost smell the  Tea Brew Liao!!!!! 
​ Just read thru all my notes below..... the lobangs are alll there !!!!!

aragosta      ( Date: 08-Feb-2026 17:31) Posted: --- Post Removed by User ---

 

Looking at the way AEM goes up yesterday and today there may be a private placement to a big player and the placement price may be way higher than the current price of $2.76.

 

Very strong...... 💪 💪 💪 💪

treetops      ( Date: 27-Feb-2026 09:16) Posted: Hitting $3 real soon treetops      ( Date: 26-Feb-2026 16:54) Posted: Looking forward to hit $3

 

I think the new customer?s profit contribution will be very substantial in this FY2026

 

Hitting $3 real soon

treetops      ( Date: 26-Feb-2026 16:54) Posted: Looking forward to hit $3

 

Should look for Frencken, UMS and Innotek..... those will follow AEM trend......

tongphlp      ( Date: 26-Feb-2026 17:18) Posted: institutions at play. retailers unable to move the price. JurongW      ( Date: 26-Feb-2026 16:26) Posted: Surprising surge today despite the high valuation multiples. With EPS of 5.4 cents, the stock is trading at a P/E of 45× , which is rich by sector standards. Net profit margin stands at 4.3%, well below its historical peak range of 15&ndash 19%. This margin compression highlights the gap between current fundamentals and past profitability levels. I had considered buying shares after the results announcement to track how earning plays out. However, given the stretched multiples, I will wait for a price correction before entering.

 

institutions at play.

retailers unable to move the price.

JurongW      ( Date: 26-Feb-2026 16:26) Posted: Surprising surge today despite the high valuation multiples. With EPS of 5.4 cents, the stock is trading at a P/E of 45× , which is rich by sector standards. Net profit margin stands at 4.3%, well below its historical peak range of 15&ndash 19%. This margin compression highlights the gap between current fundamentals and past profitability levels. I had considered buying shares after the results announcement to track how earning plays out. However, given the stretched multiples, I will wait for a price correction before entering. aragosta      ( Date: 26-Feb-2026 14:36) Posted: If u want to play AEM, go for long term, and ignore the current fundamental data and figures... they' re irrelevant.......I say again....FOUR is not a joke! And we are talking about short term to mini mid term only..... same as UMS, FOUR is not playing a fool, next week will be its turn to shine, pity those who throw away their bonus shares....  literally throw away!!!   AEM' s Turnaround Story When investors buy a stock like  AEM Holdings  despite a high P/E, low yield, and low NAV (trading well above book value), they are not looking at what the company  is  today, but what it will become  tomorrow.  They are discounting the present to price in a  high-conviction growth story. They are trading current income for a structural turnaround centered on  AI integration  and the  semiconductor industry' s cyclical recovery. Why Investors Are Buying AEM (The " Turnaround Story" ) 1. Forward Earnings Pivot Investors ignore the Trailing P/E (past performance) and focus on the much power  Forward P/E.  They are betting that projected earnings for 2026/2027 will surge, making today' s " expensive" price a relative bargain. 2. Structural Turnaround AEM is transitioning from a cyclical slump to a growth phase. The market rewards the inflection point ~ the moment a company proves the " worst is over" ~ more aggressively than the actual profit numbers themselves. 3. AI & HPC Revenue Ramp AEM' s shift toward  High-Performance Computing (HPC)  and AI customers validates its technology. This provides a " pick and shovel" play for the AI boom, which carries a higher valuation premium than legacy business.  Investors are betting that demand for their advanced testing equipment will skyrocket.  (Please read below all my notes on AEM, which I took so much trouble to sneak out the middle of the night to steal from those coffee shops and mafia&rsquo s vaults) 4. Expansion into New Markets The validation of AEM' s Memory Test capabilities opens a massive new revenue stream. Success in the  Memory Test  segment represents a massive expansion of  the company' s Total Addressable Market (TAM), which is not yet reflected in the current low NAV or Book Value. Investors are pricing in this future dominance before the revenue fully hits the balance sheet. 5. Signal of Confidence Despite the low dividend yield, the  resumption of payouts  is a strategic signal. It confirms management' s confidence in cash flow stability and indicates that the worst of the cyclical downturn has passed, and  is confident enough in the 2026 outlook to return capital to shareholders. 6. Operating Leverage & Margins As a high-tech manufacturer, AEM possesses significant  operating leverage. Once fixed costs are covered, a recovery in sales volume leads to an exponential increase in net profit margins.  Investors are buying in anticipation of this  margin expansion. 7.Intagible Value A low NAV relative to price suggests the market is valuing  intellectual property  and " moats" over physical assets. Investors are paying for AEM' s proprietary testing technology, which is not easily captured on a traditional balance sheet

 

Looking forward to hit $3

 

Well done, DBS.
The only one to recommend Buy with street high TP, while all the rest said Sell.

 

Surprising surge today despite the high valuation multiples. With EPS of 5.4 cents, the stock is trading at a P/E of 45× , which is rich by sector standards.
Net profit margin stands at 4.3%, well below its historical peak range of 15&ndash 19%. This margin compression highlights the gap between current fundamentals and past profitability levels.

I had considered buying shares after the results announcement to track how earning plays out. However, given the stretched multiples, I will wait for a price correction before entering.

aragosta      ( Date: 26-Feb-2026 14:36) Posted: If u want to play AEM, go for long term, and ignore the current fundamental data and figures... they' re irrelevant.......I say again....FOUR is not a joke! And we are talking about short term to mini mid term only..... same as UMS, FOUR is not playing a fool, next week will be its turn to shine, pity those who throw away their bonus shares....  literally throw away!!!   AEM' s Turnaround Story When investors buy a stock like  AEM Holdings  despite a high P/E, low yield, and low NAV (trading well above book value), they are not looking at what the company  is  today, but what it will become  tomorrow.  They are discounting the present to price in a  high-conviction growth story. They are trading current income for a structural turnaround centered on  AI integration  and the  semiconductor industry' s cyclical recovery. Why Investors Are Buying AEM (The " Turnaround Story" ) 1. Forward Earnings Pivot Investors ignore the Trailing P/E (past performance) and focus on the much power  Forward P/E.  They are betting that projected earnings for 2026/2027 will surge, making today' s " expensive" price a relative bargain. 2. Structural Turnaround AEM is transitioning from a cyclical slump to a growth phase. The market rewards the inflection point ~ the moment a company proves the " worst is over" ~ more aggressively than the actual profit numbers themselves. 3. AI & HPC Revenue Ramp AEM' s shift toward  High-Performance Computing (HPC)  and AI customers validates its technology. This provides a " pick and shovel" play for the AI boom, which carries a higher valuation premium than legacy business.  Investors are betting that demand for their advanced testing equipment will skyrocket.  (Please read below all my notes on AEM, which I took so much trouble to sneak out the middle of the night to steal from those coffee shops and mafia&rsquo s vaults) 4. Expansion into New Markets The validation of AEM' s Memory Test capabilities opens a massive new revenue stream. Success in the  Memory Test  segment represents a massive expansion of  the company' s Total Addressable Market (TAM), which is not yet reflected in the current low NAV or Book Value. Investors are pricing in this future dominance before the revenue fully hits the balance sheet. 5. Signal of Confidence Despite the low dividend yield, the  resumption of payouts  is a strategic signal. It confirms management' s confidence in cash flow stability and indicates that the worst of the cyclical downturn has passed, and  is confident enough in the 2026 outlook to return capital to shareholders. 6. Operating Leverage & Margins As a high-tech manufacturer, AEM possesses significant  operating leverage. Once fixed costs are covered, a recovery in sales volume leads to an exponential increase in net profit margins.  Investors are buying in anticipation of this  margin expansion. 7.Intagible Value A low NAV relative to price suggests the market is valuing  intellectual property  and " moats" over physical assets. Investors are paying for AEM' s proprietary testing technology, which is not easily captured on a traditional balance sheet Trainner      ( Date: 26-Feb-2026 09:05) Posted: Well done AEM!!!' 💪 💪 💪 💪 💪 💪 💪 that will help to push up the price for Frencken, Innotex and UMS...... good luck to all investors!!!!!

 

ya i bought some at $4.17 last time.... 

 

If u want to play AEM, go for long term, and ignore the current fundamental data and figures... they' re irrelevant.......I say again....FOUR is not a joke! And we are talking about short term to mini mid term only..... same as UMS, FOUR is not playing a fool, next week will be its turn to shine, pity those who throw away their bonus shares....  literally throw away!!!
 

AEM' s Turnaround Story

When investors buy a stock like  AEM Holdings  despite a high P/E, low yield, and low NAV (trading well above book value), they are not looking at what the company  is  today, but what it will become  tomorrow.  They are discounting the present to price in a  high-conviction growth story. They are trading current income for a structural turnaround centered on  AI integration  and the  semiconductor industry' s cyclical recovery.

Why Investors Are Buying AEM (The " Turnaround Story" )

1. Forward Earnings Pivot
Investors ignore the Trailing P/E (past performance) and focus on the much power  Forward P/E.  They are betting that projected earnings for 2026/2027 will surge, making today' s " expensive" price a relative bargain.

2. Structural Turnaround
AEM is transitioning from a cyclical slump to a growth phase. The market rewards the inflection point ~ the moment a company proves the " worst is over" ~ more aggressively than the actual profit numbers themselves.

3. AI & HPC Revenue Ramp
AEM' s shift toward  High-Performance Computing (HPC)  and AI customers validates its technology. This provides a " pick and shovel" play for the AI boom, which carries a higher valuation premium than legacy business.  Investors are betting that demand for their advanced testing equipment will skyrocket.  (Please read below all my notes on AEM, which I took so much trouble to sneak out the middle of the night to steal from those coffee shops and mafia&rsquo s vaults)

4. Expansion into New Markets
The validation of AEM' s Memory Test capabilities opens a massive new revenue stream. Success in the  Memory Test  segment represents a massive expansion of  the company' s Total Addressable Market (TAM), which is not yet reflected in the current low NAV or Book Value. Investors are pricing in this future dominance before the revenue fully hits the balance sheet.

5. Signal of Confidence
Despite the low dividend yield, the  resumption of payouts  is a strategic signal. It confirms management' s confidence in cash flow stability and indicates that the worst of the cyclical downturn has passed, and  is confident enough in the 2026 outlook to return capital to shareholders.

6. Operating Leverage & Margins
As a high-tech manufacturer, AEM possesses significant  operating leverage. Once fixed costs are covered, a recovery in sales volume leads to an exponential increase in net profit margins.  Investors are buying in anticipation of this  margin expansion.

7.Intagible Value
A low NAV relative to price suggests the market is valuing  intellectual property  and " moats" over physical assets. Investors are paying for AEM' s proprietary testing technology, which is not easily captured on a traditional balance sheet

Trainner      ( Date: 26-Feb-2026 09:05) Posted: Well done AEM!!!' 💪 💪 💪 💪 💪 💪 💪 that will help to push up the price for Frencken, Innotex and UMS...... good luck to all investors!!!!!

 

AEM can easily go over $ 2.50
It used to be trading above $3

 

can hit 2.5 today?

 

Wow 20% up

 

AEM&rsquo s net profit rises 32% to S$13.9 million for H2 FY2025 proposes resuming dividend at S$0.013

The board of directors recommended a final dividend of S$0.013 per share for the year

[SINGAPORE] Semiconductor equipment maker AEM Holdings on Wednesday (Feb 25) reported a net profit of S$13.9 million for H2 FY2025, up 32 per cent from S$10.5 million a year prior.

Revenue for the second half of 2025 rose just 1 per cent to S$209.1 million from S$206.8 million in H2 FY2024.

AEM reported FY2025 earnings of S$17.1 million for the full year ended Dec 31, 2025, up 47.8 per cent from S$11.6 million in the previous year.

The results translate into an earnings per share of S$0.054 in FY2025 as compared to S$0.037 in FY2024.

Revenue for FY2025 rose 5 per cent to S$399.3 million from S$380.4 million.

The group attributed the improved performance to the &ldquo successful ramp-up to high-volume manufacturing&rdquo for its second artificial intelligence/high performance computing (AI/HPC) customer, which more than offset a decline in revenue from another of the group&rsquo s customers.

The board of directors recommended a final dividend of S$0.013 per share for FY2025, resuming dividend payouts to shareholders, which will be paid out on May 22. The board will continue to review dividend distributions, taking into account AEM&rsquo s earnings, cash position and capital requirements.

Looking ahead, the company is guiding for FY2026 revenue of S$460 million to S$510 million, underpinned by the continued ramp of its anchor AI/HPC customer and increased orders from another HPC customer to alleviate capacity constraints from surging CPU demand.

AEM is also diversifying beyond logic test into the memory test segment, with validation activities with a tier-one memory customer progressing in line with expectations. Production shipments are expected to commence in late FY2026, with revenue contributions scaling meaningfully through FY2027 and beyond.

Samer Kabbani, AEM&rsquo s chief executive, said: &ldquo The rapid ramp of our strategic AI/HPC customer&rsquo s business over the past year validates our leadership in advanced logic test and positions AEM at the forefront of structural semiconductor growth.&rdquo

He added that the group is well positioned to take advantage of the AI boom by addressing test demand for next-generation chips, while also extending its momentum into the memory test segment with production expected in late FY2026.

Shares of AEM closed down 1 per cent or S$0.02 to S$2.03 on Wednesday.

 

Rocket to the sky 

 

Well done AEM!!!' 💪 💪 💪 💪 💪 💪 💪
that will help to push up the price for Frencken, Innotex and UMS......
good luck to all investors!!!!!