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https://www.theedgesingapore.com/capital/results/aem-reports-higher-fy2025-earnings-fy2026-revenue-growth-come-new-customer
Hope AEM will secure the 3rd customer fast and continue to do even better.
Also good for Frencken too as it supplies AEM too.
Also good for Frencken too as it supplies AEM too.
I believe yes......
PQTPQK ( Date: 25-Feb-2026 20:26) Posted:
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AEM Reports 51.6% Increase in Profit Before Tax
Powered by Strong AI/HPC Growth & Resumes
Dividend Payments
? Revenue for FY2025 reached S$399.3 million, up 5% year-on-year, driven by the ramp
with its major Artificial Intelligence (?AI?)/High-Performance Computing (?HPC?)
customer and continued adoption of its advanced test solutions.
? Profit before tax increased 51.6% year-on-year to S$21.3 million. PBT margin improved
1.6 ppts to 5.3%, due to higher revenue and thus improved operating leverage.
? The Board of Directors have recommended a final dividend of 1.3 Singapore cents per
ordinary share for FY2025.
? AEM?s second AI/HPC customer contributed over 25% of Test Cell Solutions? segment
revenue in FY2025, and is expected to grow in FY2026 to become the Group?s top
customer by revenue.
? The Group is providing revenue guidance of S$460 million to S$510 million for FY2026,
driven by the AI/HPC ramp, with TCS expected to contribute approximately 70% of the
group?s overall revenue.
Powered by Strong AI/HPC Growth & Resumes
Dividend Payments
? Revenue for FY2025 reached S$399.3 million, up 5% year-on-year, driven by the ramp
with its major Artificial Intelligence (?AI?)/High-Performance Computing (?HPC?)
customer and continued adoption of its advanced test solutions.
? Profit before tax increased 51.6% year-on-year to S$21.3 million. PBT margin improved
1.6 ppts to 5.3%, due to higher revenue and thus improved operating leverage.
? The Board of Directors have recommended a final dividend of 1.3 Singapore cents per
ordinary share for FY2025.
? AEM?s second AI/HPC customer contributed over 25% of Test Cell Solutions? segment
revenue in FY2025, and is expected to grow in FY2026 to become the Group?s top
customer by revenue.
? The Group is providing revenue guidance of S$460 million to S$510 million for FY2026,
driven by the AI/HPC ramp, with TCS expected to contribute approximately 70% of the
group?s overall revenue.
Should gap up tomorrow?.
Trainner ( Date: 25-Feb-2026 20:24) Posted:
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Technology companies supporting AI and datacenters will be benefited big time for next few years. AEM share should be good on Thursday.
PQTPQK ( Date: 25-Feb-2026 19:53) Posted:
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sounds like a scam......:)
| spursfan ( Date: 25-Feb-2026 19:42) Posted: |
Good ?
| spursfan ( Date: 25-Feb-2026 19:42) Posted: |
For reference only:
AEM Holdings (AEM SP)
Trading buy range: S$2.01-2.02
Last price: S$2.05
Target price: S$2.25
Protective stop: S$1.93
Price rebounded from the base line
support, keeping the uptrend intact.
Conversion and base lines remain in a
bullish crossover. MACD is bullish. These
could increase chances of the stock price
moving higher.
The potential upside target is S$2.25. Stop
loss could be placed at S$1.93.
AEM Holdings (AEM SP)
Trading buy range: S$2.01-2.02
Last price: S$2.05
Target price: S$2.25
Protective stop: S$1.93
Price rebounded from the base line
support, keeping the uptrend intact.
Conversion and base lines remain in a
bullish crossover. MACD is bullish. These
could increase chances of the stock price
moving higher.
The potential upside target is S$2.25. Stop
loss could be placed at S$1.93.
UMS: $1.40 hit!!! Pity those petty shareholders who sold off their bonus shares at $1.20 plus..... as Ah Luong promises, it' s gonna be more painful for the shortists very soon.....
Venture should go over $17 EASILY this week, may be even today .... twenty is not a joke
As for AEM, $2.10 is chicken feed....as more huats await.... heard there' s some interesting news....... he are also it may feature in T' s restructuring..... some underground source even suggests that T may take additional stake in AEM , I not sure, but if true, it will be a super mega catalyst...... HUAT AH!!
Venture should go over $17 EASILY this week, may be even today .... twenty is not a joke
As for AEM, $2.10 is chicken feed....as more huats await.... heard there' s some interesting news....... he are also it may feature in T' s restructuring..... some underground source even suggests that T may take additional stake in AEM , I not sure, but if true, it will be a super mega catalyst...... HUAT AH!!
should test 2.10 today
aragosta ( Date: 24-Feb-2026 18:18) Posted:
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Since got interest, I shall post some guidance.....
FY2025 Financial Results release dates
1. Venture Corporation will officially announced on 26 February 2026, after trading hours
2. AEM Holdings is expected to announce on 26 February 2026 after trading hours.
3. UMS Integration: My very good friend Ah Loong personally told me, " Next week lah." . When I asked him, how' s the results will be, he replied, " You like barbecue?" ...... I replied, " Yes, yes! The barbecues at last year' s AGM were super good!" ..... He shouted back, " No, no, no, I mean we' re going to barbecue the shorties next week!" .....
seriously, most of the selling of the bonus shares by those petty shareholders are almost done......if the results are expectant good with the dividends maintained even with your increase of shareholding because of the bonus issue, you would expect a very good roasting next week.......
when is the result date ??
Trainner ( Date: 16-Feb-2026 12:18) Posted:
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AEM, UMS, Frencken and Innotek should be quite similar, sometimes one counter move faster than the others, after all, we will all Huat together. 恭 喜 发 大 财 ！ 发 啊 ！ 💪 💪 💪 💪 💪
Sharelad ( Date: 16-Feb-2026 12:11) Posted:
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Saw that Frencken owned Avimac is supplier to AEM. Good good if all huat together.
UMS today not up yet compared to AEM and Frenken!
Tmr hope still can buy at today closing price.
DYODD
Tmr hope still can buy at today closing price.
DYODD
Impressed by your knowledge on tech and AI stuff
If I were to invest given my limited funds, AEM would be my choice because of the Temasek factor.
If I were to invest given my limited funds, AEM would be my choice because of the Temasek factor.
aragosta ( Date: 12-Feb-2026 20:28) Posted:
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Juz walked past a Geylang coffee shop.... can hear the uncles shouting NO $8 NO SELL! Some even shouted ten!
Let' s see who stands to huat the most from the Budget 2026 developments.
1. UMS Holdings: The Most Direct Link
UMS has the highest " concentration," meaning most of its business comes from a single giant.
- Key Giant: Applied Materials (AMAT).
- Revenue Exposure: Historically, about 70% of UMS' s total revenue comes from Applied Materials.
- The Benefit: Because Applied Materials is launching its EPIC Advanced Packaging platform in Singapore, UMS is the front-row beneficiary. When Applied Materials wins, UMS wins almost immediately.
2. AEM Holdings: The AI Pivot Leader
AEM is currently shifting its business to focus more on AI and away from older computer technologies.
- Key Giants: Intel (traditional anchor) and a new Major AI/HPC (High-Performance Computing) Customer (widely believed to be Broadcom).
- Revenue Exposure: While Intel used to be the main driver, AEM' s revenue from its new AI customer is expected to more than double in 2026.
- The Benefit: AEM provides the Test Cells needed for Advanced Packaging. As PM Wong' s strategy brings more AI chip production to Singapore, AEM' s role as the " Gatekeeper" (testing every chip before it ships) becomes more valuable.
3. Venture Corp: The Diversified Partner
Venture is different because it doesn' t rely on just one or two giants it has over 100 key customers.
- Key Giants: Works with leaders in Life Sciences (e.g., Illumina), Networking, and Medical Tech.
- Revenue Exposure: No single customer usually accounts for more than 10&ndash 20% of its revenue, making it more stable and less risky than UMS or AEM.
- The Benefit: Venture benefits from the general " ecosystem" growth. As more tech giants set up R& D hubs in Singapore, they use Venture' s high-end factories to build their new inventions.
Who will have the MOST HUAT factor?
- For pure " Upside" potential: UMS and AEM have the most to gain because they are smaller companies tied directly to the specific " AI and Advanced Packaging" technologies PM Wong mentioned.
- For steady growth: Venture benefits from the overall increase in high-tech activity without being overly hurt if one single giant has a bad year.
- note: Frencken is not mentioned here because it is NOT a Singapore company
For weeks and weeks , I been talking about this and no body really bothered .... now I tell you the plot has changed, the stakes have increased, we are now talking about a " iFAST" type of stock.... how fast it can reach, depends on the speed AI is moving, and the government in turning words into actions... I DONT HAVE TO TELL U HOW FAST AI IS MOVING EVERY DAY......meanwhile, you can choose to ignore the unbelievable gangsters.... I tell you, in days to come, all the analysts will be copycat the gangsters and licking their.... errrrrr..... words...
==========
Budget 2026: Singapore to establish National AI Council chaired by PM Wong, launch national AI missions https://www.businesstimes.com.sg/singapore/budget-2026-singapore-establish-national-ai-council-chaired-pm-wong-launch-national-ai-missions
Singapore Budget 2026: The National AI Strategy
==========
Budget 2026: Singapore to establish National AI Council chaired by PM Wong, launch national AI missions https://www.businesstimes.com.sg/singapore/budget-2026-singapore-establish-national-ai-council-chaired-pm-wong-launch-national-ai-missions
Singapore Budget 2026: The National AI Strategy
Prime Minister Lawrence Wong has launched a multi-year plan to make Singapore a global leader in Artificial Intelligence (AI). To do this, the government is setting up a National AI Council and committing S$37 billion under the RIE 2030 plan.
The goal is simple: Move from just " using" AI to " building" AI technology right here in Singapore.
1. The Core Strategy: " Advanced Packaging"
The most important term for semiconductor investors is Advanced Packaging.
- What it is: In the past, we made single chips. Now, for AI to work, we need to " stack" many chips together into one package to make them super-fast and energy-efficient.
- The Benefit: PM Wong highlighted that Singapore is anchoring the world' s most complex chip-making steps here. This makes Singapore an " irreplaceable" part of the global AI supply chain.
2. Global Tech Giants Investing in Singapore
Several Big Tech and Big Chip companies are building massive new facilities in Singapore. These are the " customers" that will drive business to local firms:
- Micron: Building a S$31 billion facility for AI memory chips.
- Applied Materials: Launching an advanced packaging platform.
- Silicon Box: Opened a S$2.7 billion chiplet factory.
- GlobalFoundries: Expanding production for high-end AI and smartphone chips.
How AEM, UMS, and Venture Corp can Huat from this
While the news is good for many (including Keppel and Sembcorp), AEM, UMS, and Venture are the " Engine Room" of this strategy.
| Company | The HUAT Factor from Budget 2026 |
|---|---|
| AEM | The Test Leader. As chips become more complex (Advanced Packaging), they are much harder to test. AEM provides the high-tech machines needed to test these AI chips. They are the most direct play on the Advanced Packaging trend PM Wong mentioned. |
| UMS | The Component Provider. UMS is a key partner to Applied Materials. As Applied Materials expands its packaging platform in Singapore, UMS will get more orders for the high-precision metal parts and components used in those machines. |
| Venture Corp | The High-End Manufacturer. Venture doesn' t just make " parts" they assemble complex devices. As tech giants like Microsoft and Illumina bring more R& D to Singapore, Venture is the go-to partner to build their high-end medical and computing hardware. |
Key Financial & Support Incentives
The government isn' t just giving speeches they are providing heavy financial backing:
- 400% Tax Deduction: Companies like AEM, UMS, and Venture can claim massive tax breaks for any money they spend on AI research and development (R& D).
- S$1.5 billion EDB Top-up: This money is specifically used to attract more " Giant Customers" to Singapore, which creates more work for our local firms.
- National AI Missions: Sembcorp and other partners will help build " AI Engineering" hubs. This means local firms will have access to better AI tools and talent to improve their own factory efficiency.
What' s the beef?
The Budget 2026 moves Singapore away from basic manufacturing toward high-value AI hardware. Because AEM, UMS, and Venture are already deeply embedded with the global giants (Micron, Applied Materials) that are expanding here, they are the primary beneficiaries of this national shift.