AEM SGD    Last:9.57    -0.33

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

can chiong today ?


 

 

yes, and TH has been bleeding....non stop...

aragosta      ( Date: 07-Oct-2025 11:48) Posted: As I said, Temasek holds the key to future of AEM, and there may be hidden agenda planned for them..... According to black market sources, PM Lawrence Wong amd PM Modi, made a special visit to AEM' s facilities late last year, and top executives from Temasek including the man with the Midas touch, Mr Gupta visited the company some time this year..... Is there something the black market knows, we yet to know? Why the sudden great interest in AEM?...... slowly, maybe I will get the pieces of the puzzle, and maybe I' ll post them here..... meanwhile this is what I received from the gangsters' whatschat.......   Temasek first decided to invest in AEM Holdings in August 2021. Specifically, AEM announced on 6 August 2021, that it had entered a subscription agreement with Temasek to raise S$103.1 million through a private placement.  Temasek became AEM' s largest shareholder through this initial private placement and subsequently increased its stake through open market purchases: https://sgwealthbuilder.com/2022/04/20/aem-share-price-in-holy-grail-with-temasek/ https://links.sgx.com/FileOpen/Press%20Release.ashx?App=Announcement& FileID=677616 The initial investment: Private placement at $3.8477 In August 2021, Temasek' s indirect subsidiary, Venezio Investments, first became AEM' s shareholder by participating in a private placement. Temasek paid S$103.1 million for 26.8 million new shares at an issue price of S$3.8477per share.  This was a negotiated price, representing  a discount to the market price at the time  (imagine the market price of AEM at that time!), to reflect the large volume of shares being purchased directly from the company.  This initial stake represented 9.5% of AEM' s total issued shares at that time, making Temasek the largest shareholder. (Is you go through AEM' s website, or SGX' s subsequent announcements, and wonder, how come Temasek' s stake in terms of percentage thereafter dropped? It' s because of the increase in issued shares)           2.  Subsequent purchases: Open market acquisitions at varying prices After the initial private placement, Temasek continued to buy additional shares directly from the market through its subsidiary, Venezio Investments to steadily increase its stake. These market purchases happened at the prevailing market price on the day of the transaction.  By 7 March 2022, its stake had risen to 10.29%, and by 14 April 2022, it was reported as 12.08%. According to reported media data, as at 31 March 2025, Temasek  holds  12.40%  of AEM' s shares, or approximately 39,012, 500 shares. Black market gangsters believe that in time to come, Temasek will resume increasing in its stake in AEM. As I noted, the AI connection is going to be a big issue.   Forget the legal problems. It' s not as if the people in Temasek under Pillay and Gupta did not do due diligence. Small matter according to the confident mafia.   Some of the specific, publicly reported open market purchases made by Temasek 25 November 2021 Total shares purchased: 443,700 Average price: S$5.067 per share. Total outlay: S$2,248,316.00 29 November 2021 Total shares purchased: 130,000 Average price: S$5.038. per share. Total outlay: S$654,979.00 7 March 2022 Total shares purchased: 1,416,900 Average price: $3.9858 per share. Total outlay: S$5,647,480.00 Change in interest in AEM: Temasek' s total stake increased to 10.29%. 14 March 2022 Total shares purchased: 293,600  Average price: S$4.172 per share. Total outlay: S$1,224,928.00 Change in interest in AEM: Temasek' s total stake increased to 11.08%. 7 April 2022 Total shares purchased: 344,100. Average price: S$4.74 per share. Total outlay: S$1,631,206.00 Change in interest in AEM:  Temasek' s total stake increased to 12.03%.  12 April 2022 Total shares purchased: 403,100 Average price: S$4.7883 per share. Total outlay: S$$1,930,163.00 Change in interest in AEM: Temasek' s total stake increased to 12.08%.

 

As I said, Temasek holds the key to future of AEM, and there may be hidden agenda planned for them..... According to black market sources, PM Lawrence Wong amd PM Modi, made a special visit to AEM' s facilities late last year, and top executives from Temasek including the man with the Midas touch, Mr Gupta visited the company some time this year..... Is there something the black market knows, we yet to know? Why the sudden great interest in AEM?...... slowly, maybe I will get the pieces of the puzzle, and maybe I' ll post them here..... meanwhile this is what I received from the gangsters' whatschat.......
 

Temasek first decided to invest in AEM Holdings in August 2021. Specifically, AEM announced on 6 August 2021, that it had entered a subscription agreement with Temasek to raise S$103.1 million through a private placement.  Temasek became AEM' s largest shareholder through this initial private placement and subsequently increased its stake through open market purchases:
https://sgwealthbuilder.com/2022/04/20/aem-share-price-in-holy-grail-with-temasek/
https://links.sgx.com/FileOpen/Press%20Release.ashx?App=Announcement& FileID=677616

1. The initial investment: Private placement at $3.8477

• In August 2021, Temasek' s indirect subsidiary, Venezio Investments, first became AEM' s shareholder by participating in a private placement.
• Temasek paid S$103.1 million for 26.8 million new shares at an issue price of S$3.8477per share. 
• This was a negotiated price, representing  a discount to the market price at the time  (imagine the market price of AEM at that time!), to reflect the large volume of shares being purchased directly from the company. 
• This initial stake represented 9.5% of AEM' s total issued shares at that time, making Temasek the largest shareholder. (Is you go through AEM' s website, or SGX' s subsequent announcements, and wonder, how come Temasek' s stake in terms of percentage thereafter dropped? It' s because of the increase in issued shares)

          2.  Subsequent purchases: Open market acquisitions at varying prices

• After the initial private placement, Temasek continued to buy additional shares directly from the market through its subsidiary, Venezio Investments to steadily increase its stake.
• These market purchases happened at the prevailing market price on the day of the transaction. 
• By 7 March 2022, its stake had risen to 10.29%, and by 14 April 2022, it was reported as 12.08%. According to reported media data, as at 31 March 2025, Temasek  holds  12.40%  of AEM' s shares, or approximately 39,012, 500 shares.
• Black market gangsters believe that in time to come, Temasek will resume increasing in its stake in AEM. As I noted, the AI connection is going to be a big issue.   Forget the legal problems. It' s not as if the people in Temasek under Pillay and Gupta did not do due diligence. Small matter according to the confident mafia.
   

Some of the specific, publicly reported open market purchases made by Temasek

25 November 2021

• Total shares purchased: 443,700
• Average price: S$5.067 per share.
• Total outlay: S$2,248,316.00

29 November 2021

• Total shares purchased: 130,000
• Average price: S$5.038. per share.
• Total outlay: S$654,979.00

7 March 2022

• Total shares purchased: 1,416,900
• Average price: $3.9858 per share.
• Total outlay: S$5,647,480.00
• Change in interest in AEM: Temasek' s total stake increased to 10.29%.

14 March 2022

• Total shares purchased: 293,600 
• Average price: S$4.172 per share.
• Total outlay: S$1,224,928.00
• Change in interest in AEM: Temasek' s total stake increased to 11.08%.

7 April 2022

• Total shares purchased: 344,100.
• Average price: S$4.74 per share.
• Total outlay: S$1,631,206.00
• Change in interest in AEM:  Temasek' s total stake increased to 12.03%. 

12 April 2022

• Total shares purchased: 403,100
• Average price: S$4.7883 per share.
• Total outlay: S$$1,930,163.00
• Change in interest in AEM: Temasek' s total stake increased to 12.08%. 

 

It is micron

Rightstock      ( Date: 05-Oct-2025 21:10) Posted: AEM is currently in engagement with a big memory manufacturer. Could it be Micron?

 

https://www.channelnewsasia.com/business/amd-signs-ai-chip-supply-deal-openai-gives-it-option-take-10-stake-5386646

Good news for AEM

 

This is what I got in reply via gangsters whatschat.......: likely via Komodo or Gemini 
1)  Micron is an industry leader in memory solutions, producing high-performance DRAM, NAND, and NOR memory, and is significantly involved in AI and compute-intensive applications.
2)  Micron recently invested  US$7 billion  in an advanced packaging facility in Singapore for its high-bandwidth memory (HBM) semiconductor chips, with operations slated to begin in 2026. 
Considering its proximity to AEM' s bases of operation, Micron seems to be the MOST LIKELY partner......
 

 

AEM is currently in engagement with a big memory manufacturer. Could it be Micron?

 

AEM will continue to trend Up tomorrow. Watching

 

Wow! This Ang Moh global financial house places AEM in the same category as SEA and Nvidia wor...... by naming it as one of the AI relevant stocks to watch wor ..... heard Temasek has a lot to do with the lately happening and dealing inside AEM.... hope Temasek truly takes a serious view of the mess inside the management and do something about it..... after all Temasek has a big stake in this stock .... some more, some bought at around $4.74 ps wor (https://sg.finance.yahoo.com/news/temasek-increases-stake-aem-holdings-045019833.html).......

Top 5 AI stocks to watch in Singapore
https://www.ig.com/sg/trading-strategies/top-ai-stocks-to-watch-in-singapore-250728#:~:text=Singapore%2Dbased%20AI%2Dcentric%20companies,infrastructure%20and%20cloud%20computing%20providers.

1. Nvidia Corp (NASDAQ: NVDA)

2. Sea Limited (NYSE: SE)

3. Taiwan Semiconductor Manufacturing Company (NYSE: TSM)

4. Alphabet Inc (NYSE: GOOG)

5. AEM Holdings (SGX: AWX)

Key highlights:

•             Local Singaporean technology champion
•             Strong semiconductor testing technology
•             Consistent financial performance
•             Strategic position in AI hardware ecosystem

AEM Holdings  represents a unique local investment opportunity in the rapidly expanding AI and semiconductor testing infrastructure. As a Singaporean-headquartered technology company, AEM specialises in advanced semiconductor test and handling equipment, positioning itself critically within the global AI hardware supply chain.

The company has demonstrated remarkable adaptability in high-tech manufacturing segments, particularly in developing sophisticated testing solutions for artificial intelligence and machine learning semiconductor chips.

With significant research and development investments, AEM has consistently expanded its technological capabilities and international market presence.

 

 

Top AI stocks on the SGX to watch. 

Singapore offers a variety of investment opportunities related to the Artificial Intelligence (AI) sector, ranging from companies with direct AI exposure to those benefiting from the broader AI trend. 

Here are some of the top AI stocks on the SGX to watch:

• AEM Holdings (SGX: AWX): A Singaporean technology company specializing in advanced semiconductor test and handling equipment. Its products are crucial for testing the complex chips required for AI and machine learning applications.
• Venture Corporation (SGX: V03): A leading provider of technology products, services, and solutions, actively developing AI capabilities for enhanced manufacturing efficiency and productivity.
• Valuetronics (SGX: BN2): An electronics manufacturing services provider actively exploring the AI era through a joint venture to acquire and lease GPU chips and servers.
• Sea Limited (NYSE: SE): A leading Southeast Asian digital ecosystem company that leverages AI across its gaming (Garena), e-commerce (Shopee), and digital financial services (SeaMoney) platforms.
• CapitaLand Ascendas REIT (SGX: A17U): Singapore' s largest industrial REIT, owning and managing a diverse portfolio of high-tech industrial spaces and data centers, which are essential infrastructure for AI technologies.
• Keppel DC REIT (SGX: AJBU): Asia' s first pure-play data center REIT, directly benefiting from the increasing demand for data storage and cloud services driven by AI adoption.
• Digital Core REIT (SGX: DCRU): Backed by a global data center provider, this REIT offers exposure to strategically placed data centers essential for AI infrastructure.
• Mapletree Industrial Trust (SGX: ME8U): Possesses a significant focus on data centers within its diverse portfolio, positioning it to benefit from the growing demand for digital infrastructure supporting AI and cloud computing.
• Sembcorp Industries (SGX: U96): A prominent player in renewable energy, well-positioned to meet the escalating power demands of data centers and AI technologies through clean energy solutions.
• Singtel (SGX: Z74): A major telecommunications company expanding into digital infrastructure and data center management, leveraging its network capabilities to support AI-driven solutions.
• Keppel Limited (SGX: BN4): A diversified conglomerate with a focus on energy, including renewable energy solutions that power data centers and infrastructure crucial for AI development. 

Important considerations

• Singapore' s thriving AI Ecosystem: Singapore is a regional leader in AI development, benefiting from substantial government investments in AI research (over S$500 million), world-class research institutions, supportive regulatory frameworks, and strong tech talent development programs.
• Focus on AI-Driven Demand: Many of these companies benefit from the increasing demand for data centers and the underlying infrastructure that supports the development and deployment of AI technologies.

 

Why invest in AI driven stocks or stocks associated with AI? 

Remember the dot.com boom, the tech stocks boom, the oil and gas boom?  Well, now is clearly the AI generational era, and stocks that associated or related to AI will likely to do well...... but then we also remember the dot com crash, the downturn of oil and gas and the cyclical behavior of the tech sector....... but the big difference NOW is that this AI nature is a generational change and will expect to last much much longer....... In fact, as called out by Morningstar, " Artificial intelligence technology, for all the people talking about it, is still in its early stages. " ..........Amazon founder Jeff Bezos said that the technology is ' real' and will bring big benefits to society. He stressed that AI will " change every industry," calling it a once-in-a-generation technological shift......... so study carefully, why AI theme stocks will continue to be in focus for quite some time to come....... U will know why AEM is in focus and why it is most quoted by analysts and funds managers as the most AI relevant stock listed here.....,,not now but in time to come, it will show why the gangsters are also taking an interest in it......,

You can' t control the market. But you can control how you invest.
- Seeking Alpha

========

Stocks associated with artificial intelligence (AI) are important and perceived to have great growth prospects due to AI' s transformative potential across all industries. This perception is driven by genuine technological innovation and unprecedented levels of capital spending, which promise new efficiencies, products, and competitive advantages. However, investors should be mindful of risks, as high valuations are often based on future expectations rather than current earnings. 

Key drivers for AI stock growth

1. Massive economic disruption and productivity gains:  AI is expected to revolutionize business operations on a scale comparable to the Industrial Revolution, impacting nearly every sector of the economy. This can lead to unprecedented efficiency gains, cost reductions, and significantly higher corporate earnings.
2. Infrastructure buildout:  The demand for the computational power required by AI models is driving a massive capital expenditure boom. Companies involved in the underlying AI infrastructure- including manufacturers of AI chips (GPUs), cloud computing providers,  semiconductor and electronics manufacturing companies, and data center operators&mdash are seeing immense growth.  (this is where we&rsquo ll talk about AEM, Venture, UMS, and the data centres REITS la!)
3. Proprietary data and models:  AI-driven companies that can build a " data moat" by effectively collecting and leveraging proprietary data have a significant competitive advantage. As their algorithms improve with more data, these companies can strengthen their market position and protect against competition.
4. Expansion into all sectors:  AI' s applicability is not confined to the technology sector. It is being integrated into diverse industries like healthcare, finance  (this is where DBS, OCBC, Keppel come in la!), automotive, and retail to optimize workflows and create new revenue streams. This broad adoption creates a vast market opportunity for companies developing specialized AI solutions.
5. Accelerated innovation and market cycles:  As AI matures, successful implementations of new AI technologies, such as generative AI, further fuel market expansion and drive reinvestment into research and development. This creates a rapid cycle of innovation and adoption that can lead to explosive growth for companies that stay ahead of the curve.  (Stocks like YZJ and HLA /CYI is so unnoticed, or people don' t even know it' s AI related!)
6. Automated and enhanced decision-making:  In the financial markets, AI systems can process massive datasets and identify patterns much faster than humans, enabling more informed and strategic investment decisions.  (Now you can believe I' m not joking when I said DBS could be a $100 ps stock, and Keppel, a $15 ps stock!).  AI is also used to automate portfolio management, analyze market sentiment, and enhance risk management.   
7. Power suppliers and other auxiliary services:  Companies that provide auxiliary services to the AI sector, such as suppliers of power, energy, and cooling for data centers, are poised to benefit significantly from the AI boom. This is primarily due to the massive, and rapidly growing, energy demands of AI-specific hardware and infrastructure.  (Walau, now u know why I talk so much on Sembcorp, Seatrium and Keppel!)

Key investment areas within the AI theme

The AI ecosystem offers diverse investment opportunities across different layers: 

1. Hardware:  Companies that design and manufacture the essential hardware, such as advanced chips and memory for AI data centers.
2. Cloud infrastructure:  Providers of cloud computing services that host and run AI models and applications.
3. AI-native software:  Firms built around proprietary AI technologies that offer verticalized AI platforms for specific industries like healthcare and finance.
4. Enterprise AI solutions:  Businesses that use AI to optimize their own operations and offer AI-powered features within their existing products.
5. ETFs and thematic funds:  For diversified exposure to the broader AI adoption trend without betting on a single company. 

Believe  or not believe, the gangsters couldn' t be bothered even one minute , but for those believers, wait for the real stuffs to come..... the shows have only juz started to brew......