Home
Login Register
AEM SGD    Last:9.46    +0.19

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

 Post Reply 81-100 of 411
 
Joelton     17-May-2026 22:37  
Contact    Quote!


AEM knocks DBS off pedestal as top value traded stock after crossing S$10 barrier

CSE Global also climbs as much as 7.9% to all-time high as tech stock rally continues

[SINGAPORE] Advanced semiconductor and electronics test solutions provider AEM : AWX +0.71% overtook DBS in terms of total value of securities traded on Friday (May 15) as tech stocks continued their rally.

About S$47.3 million worth of AEM shares changed hands as at 9.40 am, compared with S$45.6 million for DBS, Singapore&rsquo s largest company by market capitalisation. South-east Asia&rsquo s biggest bank dominates the top spot because of its hefty S$60 price tag and active daily positions by global institutions and investors.

Shares of AEM rose as much as 7.8 per cent to S$10.68 in the first four minutes of trading on Friday.

AEM and smaller tech stocks such as Asti Holdings : 575 -3.31% and Avi-Tech : 1R6 -3.33% have been beating the Straits Times Index : *STI -0.32% this year. The benchmark has lagged, falling just shy of 1 per cent in April while gaining only about 6.5 per cent year to date.

Analysts said that many semiconductor and precision-engineering firms listed on the Singapore Exchange (SGX) supply major US-listed technology companies, causing their share prices to move in tandem with those of global peers and customers.

Major tailwinds include the explosion in demand for artificial intelligence-linked chips and related test services. AEM stands out on investors&rsquo radar after it announced a partnership with ASE Technology, the world&rsquo s largest provider of independent semiconductor manufacturing services in assembly and test.

The Singapore companies&rsquo strong earnings have flowed through to Singapore&rsquo s macro performance. Despite the geopolitical concerns triggered by the Middle East war, Singapore&rsquo s exports in March grew 15.3 per cent year on year, due to an AI-related electronics surge.

Analysts believe the tech rally still has legs, with Phillip Securities&rsquo Chong Yik Ban expecting the gains to persist through the end of this year.

Systems integration specialist CSE Global&rsquo s : 544 0% shares hit an all-time high on Friday after reporting a 29.1 per cent rise in first quarter revenue the previous day.

The counter climbed as much as S$0.14 to a peak of S$1.91 within the first 15 minutes of trading on Friday. It has been on a tear this year, having gained about 80 per cent since Dec 31. It has also been hitting new record highs since mid-April.

CSE&rsquo s S$265.2 million revenue was boosted by fresh demand from the data centre industry. Its first quarter order intake rose 74.6 per cent to S$271.2 million.

Alongside AEM and CSE&rsquo s gains on Friday, Frencken : E28 -1.47% also added as much as 3.2 per cent and UMS Integration : 558 0% rose as much as 6.8 per cent.

Venture Corp : V03 -1.37% was a notable outlier, rising about 0.2 per cent in the first few minutes of trading before reversing into a decline of as much as 0.7 per cent.
 
 
aragosta     17-May-2026 01:53  
Contact    Quote!
Following AEM Holdings' monumental 1Q2026 earnings blowout (net profit up 329% YoY to S$14.35M) and a 20% upward revision of its FY2026 revenue guidance to S$550M~S$600M, quantitative, algorithmic, and fundamental models have aggressively re-baselined their numbers.

As of May 2026, with the share price recently breaching the S$10.00 threshold to touch an all-time high of S$10.68, the market is divided into two distinct camps:
  • The BEAR  Case: Investors focusing solely on trailing metrics and immediate fair value may view the stock as heavily overstretched at current levels and choose to pass.
  • The BULL  Case: Assessing AEM through a short-term lens misses the bigger picture. True long-term growth is anchored in a massive structural transformation, driven by AEM' s expanding footprint in the high-growth AI and High-Performance Computing (HPC) sectors.
As next-generation AI chips grow increasingly complex, advanced System Level Testing (SLT) becomes mission-critical for global semiconductor giants. AEM' s recent high-profile private placements, strategic partnerships, and accelerating client pipeline signal that its multi-year operational turnaround is already underway. For forward-looking investors who recognize how this structural shift justifies a trajectory toward S$13.00+ over the next year, the following list reflects the market' s deep excitement and powerful trend momentum.

Here is the completely updated and recalibrated forecast list structured by 1-Year (Mid-2027), 3-Year (2029), and 5-Year (2031) horizons.

Please hor, these are fun facts, believe or unbelief, it' s your call......as always dyodddd........

Algorithmic & Predictive Models (Data-Driven)
(1) Traders Union Model
~ 1-Year Time (Mid-2027):    S$12.80. Projects a baseline consolidation above the S$10 handle, tracking the continuous production ramp of fabless AI/HPC customers.
~ 3-Year Time (2029):    S$14.90. Driven by technical channel mapping and sustained multi-stage accumulation by institutional desks.
~ 5-Year Time (2031):    S$18.20. Extrapolates a long-term compound trajectory, assuming AEM captures a major slice of the expanding US$4.5 billion Serviceable Available Market (SAM) by 2028.

(2) Meyka AI Model
~ 1-Year Time (Mid-2027):    S$13.40. Incorporates alternative data points including proprietary supply-chain tracking and accelerating System-Level Testing (SLT) adoption.
~ 3-Year Time (2029):    S$16.10. Prices in structural industry changes, particularly high-power test cell deliveries for generative AI hyperscalers.
~ 5-Year Time (2031):    S$21.50. Models exponential compounding from the ASE global manufacturing channel activation.

(3) Gov Capital Deep Learning
~ 1-Year Time (Mid-2027):    S$14.10. The deep learning neural network shifts highly bullish, responding dynamically to the early-2026 breakout velocity.
~ 3-Year Time (2029):    S$22.60. Projects an extended hockey-stick growth profile as AI packaging and test elongation peaks.
~ 5-Year Time (2031):    S$32.80. A highly aggressive, purely momentum-based mathematical extrapolation of the current upcycle.   

(4) I Know First Predictive Model
~ 1-Year Time (Mid-2027):    S$12.95. Generates a strong positive systemic trend indicator, highly supported by AEM' s strong flip back into a    S$56.5M net cash position.
~3-Year Time (2029):    S$16.80. Relies on structural test-coverage expansions to protect margins over a rolling 36-month timeline.
~ 5-Year Time (2031):    S$22.00. Projects a sustained long-term valuation lift based on high structural return on capital employed (ROCE).   

(5) WalletInvestor Forecast
~ 1-Year Time (Mid-2027):    S$11.45. The short-term momentum engine captures the revised revenue guidance, projecting that positive sentiment will hold through the initial ASE strategic partnership deployments.
~ 3-Year Time (2029) &   5-Year Time (2031): While WalletInvestor can be a useful tool for short-term technical trend prediction, its long-term algorithmic model should be completely ignored for AEM Holdings because it relies entirely on blind, historical chart math. The software cannot " feel" the real-time business pulse, meaning it is fundamentally incapable of reading AEM' s explosive 1Q earnings reports, its upgraded revenue guidance, or its massive structural transformation within the booming AI testing market

Fundamental & Ratio Valuations
(6) StocksGuide Ratio Valuation
~ 1-Year Time (Mid-2027):    S$11.60. Applies a peer-group forward P/E multiple of  43x  to the sharply upgraded consensus FY2026 EPS of    S$0.21.
~ 3-Year Time (2029):    S$13.50. Utilizes a standardized Price-to-Sales (P/S) multiple of  6.5x  mapped onto expanded revenues as memory segment testing goes live.
~ 5-Year Time (2031):    S$16.20. Assumes compressed structural multiples (e.g., P/E pulling back to 25x) balanced out by much larger revenue scale.   

(7) StockInvest.us Technical Model
~ 1-Year Time (Mid-2027):    S$14.50. Points to an uninhibited, wide bullish price channel following the violation of old multi-year resistances.
~ 3-Year Time (2029):    S$18.20. Assumes standard continuation lines within its long-range technical envelope.
~ 5-Year Time (2031):    S$23.00. Models a structural upward shift in long-term support bands.

Market Consensus Aggregators   
These platforms pool together real-time institutional estimates, forward broker targets, and live chart indicators.   
(8) Seeking Alpha Platform Projections
~    1-Year Time (Mid-2027):  Due to the massive institutional re-rating, Seeking Alpha' s aggregated sell-side target has shifted to an average consensus of    $13.25, with an optimistic high-case target sitting at    $15.20.
~    3-Year Time (2029):  Translating their Quant Growth and Momentum metrics over a 36-month timeline projects an implied growth target of    $16.50, tracking a    67% projected net income CAGR.
~    5-Year Time (2031):    If AEM successfully captures its projected $4.5B Serviceable Available Market (SAM), structural sector translation models point to a bull-case valuation ceiling near    $22.00.

(9) TradingView Analyst Forecast Hub
~    1-Year Time (Mid-2027):  Aggregates a  Strong Buy  consensus from on-the-ground analysts, listing a maximum technical target of S$10.15  to S$10.66 (which the stock has just dynamically broken through).
~    3-Year Time (2029):  Standard trend-channel extensions on the weekly chart project a mid-term technical trajectory toward S$14.50.
~    5-Year Time (2031):  Multi-year trendline projections position the upper resistance boundary at   S$19.80, assuming the company maintains its current 47% annualized revenue growth pace

Institutional Consensus Targets
(10) MarketScreener Consensus Platform
~ One-Year Horizon:    Average Target:  S$13.25 Most Optimistic Upper-Bound Target:  S$15.20.  Aggregating live data from a broader base of regional analysts, the consensus engine targets a highly updated baseline.

(11) Highest Consensus Price Target
~    One-year Average Target Price:  Following the 1Q update, the institutional 12-month average target price skyrocketed to    S$12.77. Analysts state that  AEM is in the  early stages  of a " multi-year earnings growth story" driven by its technological advantage in heterogenous packaging
~    Peak Institutional Target:  CGSI holds the peak professional consensus price target at  S$14.79.
~    Other Updated Institutional Target Adjustments: S$12.99  (UOB Kay Hian)   S$11.80  (DBS Research)   S$11.48  (MayBank Research).  
 
 
Winall88     17-May-2026 00:45  
Contact    Quote!
Survey showed that 65% of people surveyed says AI use improve their performance, of which 47.61% say it has somewhat improved their performance. A $1 gain can be considered as ' improve' ..

65% of people versus 64% of time.. hmm...

sfw2124      ( Date: 16-May-2026 23:10) Posted:

To put all that academic research into plain English, think of a financial analyst like a weather forecaster who is also a bit of a fan of the team they are covering. They have great tools, but they tend to predict " sunny skies" a lot more than they should.
Here is the layman' s breakdown of why those S$13.25 targets for AEM need to be taken with a pinch of salt:
1. The " Touch and Go" Rule (The Bradshaw Study)
Imagine an archer aiming at a target.
  • The " Hit" : In the 12 months after a prediction, the stock price usually " touches" the target price about 64% of the time.
  • The " Stay" : However, by the end of the year, only 38% of stocks are actually still at that high price.
  • Layman&rsquo s Lesson: If AEM hits S$13.00, it might only stay there for a few minutes or days. If you don' t sell when it " touches," you might miss your chance, as the " Stay" rate is much lower.
2. The " Strategic" Price (Asquith et al.)
The study found that nearly half (46%) of targets are never met.
  • The Twist: Analysts don' t always pick a number because they think it' s 100% true. They sometimes pick a high number just to justify telling you to " BUY."
  • Layman&rsquo s Lesson: The target price is often an advertisement for the recommendation, not a scientific certainty.
3. The " Optimism Trap" (Bonini et al. & Dreman)
The research shows that the more " excited" (bullish) an analyst is, the more likely they are to be wrong.
  • Why? Analysts need to stay on good terms with companies like AEM   to get interviews and info. If they issue a " Sell" or a low target, the company might stop talking to them.
  • Layman&rsquo s Lesson: " Herd Behavior" means analysts often copy each other' s homework. If everyone says S$13, they all feel safe being wrong together.
Summary Table: Reality vs. The Screen
What you see on Moomoo/Tiger What the Research says is actually happening
" Consensus Target: S$13.25" There&rsquo s a roughly 50/50 chance this number is never reached.
" Strong Buy" The analyst might just be trying to stay " friends" with the company.
Average Forecast Error: 45% If they predict S$10, the real price could easily be S$5.50 or S$14.50.
Small/Mid-Cap Targets These   are much less accurate than big stocks like DBS.
 
The Bottom Line for Your Roadmap
Academic research basically tells you: Don' t treat a " Target Price" as a destination treat it as a " Possible Peak."
For   AEM   positions:
  1. Don' t wait for the exact cent: If the target is S$13.25 and the stock hits S$12.90, the " Bradshaw" research suggests that might be your only chance to exit before it falls back down.
  2. Watch the EMAs, not the Analysts: Since analysts are often wrong by 45%, your Yellow and Blue EMA lines are much more " honest" because they react to what the price is actually doing right now, not what someone hopes it will do in a year.
Does this summary make those big " S$30" AI predictions feel a bit more like " marketing" and less like " math" ?
DYODD. Gemini is AI and can make mistakes.

sfw2124      ( Date: 16-May-2026 22:54) Posted:

What Gemini AI validated and commented as follows:
The narrative you&rsquo ve provided is a high-octane blend of real financial data, current market sentiment, and speculative algorithmic forecasting. It accurately captures the " AI mania" currently surrounding AEM Holdings, but it&rsquo s important to separate the solid facts from the mathematical " what-ifs."
Here is the breakdown, summary, and validation of that narrative.
1. Executive Summary & Validation
The core " anchor" of this narrative is 100% Validated. AEM has indeed undergone a massive operational turnaround in early 2026.
  • The " Blowout" Results: AEM&rsquo s 1Q2026 net profit did jump by 329% YoY to S$14.3 million.
  • Guidance Hike: Management officially raised FY2026 revenue guidance to S$550M&ndash S$600M (a ~20% increase).
  • The S$10.68 Peak: On Friday, May 15, 2026, AEM shares did hit an intraday high of S$10.68 before pulling back to close at S$9.25.
  • The " Structural Shift" : The narrative is correct that AEM has pivoted from being " just an Intel supplier" to a major player in AI/HPC testing, particularly through its new strategic partnership with ASE Technology.
2. The " Two Camps" Analysis
The narrative&rsquo s description of the Kiasi vs. Boh Kia camps is a very accurate reflection of the current " tension" on the SGX.
Camp Perspective Validation
Kiasi (惊 死 ) " The stock is up 476% YTD. It&rsquo s a bubble." Valid. At S$10.68, the P/E ratio is technically stretched compared to historical norms.
Boh Kia (无 惊 ) " We are at the start of a multi-year AI cycle." Valid. The CEO stated 1Q2026 is just the start of an upcycle driven by complex AI chip testing.
3. Algorithmic Models: Fact vs. Forecast
This is where the narrative moves from Fact into Extrapolation. While the models (Gov Capital, WalletInvestor, etc.) exist, their multi-year " targets" (like S$32.80) are mathematical projections, not guarantees.
  • The " Cash" Reality: The narrative mentions a S$56.5M net cash position. This is True and a massive improvement from the net debt position in 2024.
  • The " SAM" Reality: The US$4.5 billion Serviceable Available Market (SAM) is a real figure management uses to describe the growth opportunity in System Level Testing (SLT).
4. Institutional Target Validation
The narrative&rsquo s list of broker targets is largely consistent with the " post-1Q" re-rating by analysts:
  • CGSI (CGS International): They did raise their target to S$10.15 recently, and their " bull case" scenarios often align with the S$14+ range mentioned.
  • UOB Kay Hian & DBS: Analysts have been aggressively raising targets toward the S$11.50&ndash S$13.00 range following the guidance upgrade.
Final Verdict & Advice
The narrative is a strongly bullish interpretation of a very real fundamental turnaround.
The Reality Check:
  • The Momentum is Real: AEM is currently the highest-traded stock on the SGX, even beating DBS in daily value traded.
  • The 1-Year Targets (S$12-$14): These are considered " aggressive but plausible" by institutional analysts if the AI ramp continues at this pace.
  • The 5-Year Targets (S$20-$32): These are purely speculative. They assume the AI boom continues uninterrupted for 60 months and that AEM maintains a dominant market share in SLT.
  Advice by(Gemini AI&rsquo s):
The narrative correctly identifies that AEM has " broken out" of its old S$3&ndash S$5 range. However, as seen in the drop from S$10.68 to S$9.25 in a single day, the volatility is extreme. Use your EMA lines (Yellow and Blue) to manage your entries rather than chasing the " Meyka AI" or " Gov Capital" hyper-growth numbers blindly.
Do you feel the S$10 handle is a psychological " floor" you want to watch, or are you looking for a deeper retracement before believing the S$13+ targets


 

 
sfw2124     16-May-2026 23:10  
Contact    Quote!
To put all that academic research into plain English, think of a financial analyst like a weather forecaster who is also a bit of a fan of the team they are covering. They have great tools, but they tend to predict " sunny skies" a lot more than they should.
Here is the layman' s breakdown of why those S$13.25 targets for AEM need to be taken with a pinch of salt:
1. The " Touch and Go" Rule (The Bradshaw Study)
Imagine an archer aiming at a target.
  • The " Hit" : In the 12 months after a prediction, the stock price usually " touches" the target price about 64% of the time.
  • The " Stay" : However, by the end of the year, only 38% of stocks are actually still at that high price.
  • Layman&rsquo s Lesson: If AEM hits S$13.00, it might only stay there for a few minutes or days. If you don' t sell when it " touches," you might miss your chance, as the " Stay" rate is much lower.
2. The " Strategic" Price (Asquith et al.)
The study found that nearly half (46%) of targets are never met.
  • The Twist: Analysts don' t always pick a number because they think it' s 100% true. They sometimes pick a high number just to justify telling you to " BUY."
  • Layman&rsquo s Lesson: The target price is often an advertisement for the recommendation, not a scientific certainty.
3. The " Optimism Trap" (Bonini et al. & Dreman)
The research shows that the more " excited" (bullish) an analyst is, the more likely they are to be wrong.
  • Why? Analysts need to stay on good terms with companies like AEM   to get interviews and info. If they issue a " Sell" or a low target, the company might stop talking to them.
  • Layman&rsquo s Lesson: " Herd Behavior" means analysts often copy each other' s homework. If everyone says S$13, they all feel safe being wrong together.
Summary Table: Reality vs. The Screen
What you see on Moomoo/Tiger What the Research says is actually happening
" Consensus Target: S$13.25" There&rsquo s a roughly 50/50 chance this number is never reached.
" Strong Buy" The analyst might just be trying to stay " friends" with the company.
Average Forecast Error: 45% If they predict S$10, the real price could easily be S$5.50 or S$14.50.
Small/Mid-Cap Targets These   are much less accurate than big stocks like DBS.
 
The Bottom Line for Your Roadmap
Academic research basically tells you: Don' t treat a " Target Price" as a destination treat it as a " Possible Peak."
For   AEM   positions:
  1. Don' t wait for the exact cent: If the target is S$13.25 and the stock hits S$12.90, the " Bradshaw" research suggests that might be your only chance to exit before it falls back down.
  2. Watch the EMAs, not the Analysts: Since analysts are often wrong by 45%, your Yellow and Blue EMA lines are much more " honest" because they react to what the price is actually doing right now, not what someone hopes it will do in a year.
Does this summary make those big " S$30" AI predictions feel a bit more like " marketing" and less like " math" ?
DYODD. Gemini is AI and can make mistakes.

sfw2124      ( Date: 16-May-2026 22:54) Posted:

What Gemini AI validated and commented as follows:
The narrative you&rsquo ve provided is a high-octane blend of real financial data, current market sentiment, and speculative algorithmic forecasting. It accurately captures the " AI mania" currently surrounding AEM Holdings, but it&rsquo s important to separate the solid facts from the mathematical " what-ifs."
Here is the breakdown, summary, and validation of that narrative.
1. Executive Summary & Validation
The core " anchor" of this narrative is 100% Validated. AEM has indeed undergone a massive operational turnaround in early 2026.
  • The " Blowout" Results: AEM&rsquo s 1Q2026 net profit did jump by 329% YoY to S$14.3 million.
  • Guidance Hike: Management officially raised FY2026 revenue guidance to S$550M&ndash S$600M (a ~20% increase).
  • The S$10.68 Peak: On Friday, May 15, 2026, AEM shares did hit an intraday high of S$10.68 before pulling back to close at S$9.25.
  • The " Structural Shift" : The narrative is correct that AEM has pivoted from being " just an Intel supplier" to a major player in AI/HPC testing, particularly through its new strategic partnership with ASE Technology.
2. The " Two Camps" Analysis
The narrative&rsquo s description of the Kiasi vs. Boh Kia camps is a very accurate reflection of the current " tension" on the SGX.
Camp Perspective Validation
Kiasi (惊 死 ) " The stock is up 476% YTD. It&rsquo s a bubble." Valid. At S$10.68, the P/E ratio is technically stretched compared to historical norms.
Boh Kia (无 惊 ) " We are at the start of a multi-year AI cycle." Valid. The CEO stated 1Q2026 is just the start of an upcycle driven by complex AI chip testing.
3. Algorithmic Models: Fact vs. Forecast
This is where the narrative moves from Fact into Extrapolation. While the models (Gov Capital, WalletInvestor, etc.) exist, their multi-year " targets" (like S$32.80) are mathematical projections, not guarantees.
  • The " Cash" Reality: The narrative mentions a S$56.5M net cash position. This is True and a massive improvement from the net debt position in 2024.
  • The " SAM" Reality: The US$4.5 billion Serviceable Available Market (SAM) is a real figure management uses to describe the growth opportunity in System Level Testing (SLT).
4. Institutional Target Validation
The narrative&rsquo s list of broker targets is largely consistent with the " post-1Q" re-rating by analysts:
  • CGSI (CGS International): They did raise their target to S$10.15 recently, and their " bull case" scenarios often align with the S$14+ range mentioned.
  • UOB Kay Hian & DBS: Analysts have been aggressively raising targets toward the S$11.50&ndash S$13.00 range following the guidance upgrade.
Final Verdict & Advice
The narrative is a strongly bullish interpretation of a very real fundamental turnaround.
The Reality Check:
  • The Momentum is Real: AEM is currently the highest-traded stock on the SGX, even beating DBS in daily value traded.
  • The 1-Year Targets (S$12-$14): These are considered " aggressive but plausible" by institutional analysts if the AI ramp continues at this pace.
  • The 5-Year Targets (S$20-$32): These are purely speculative. They assume the AI boom continues uninterrupted for 60 months and that AEM maintains a dominant market share in SLT.
  Advice by(Gemini AI&rsquo s):
The narrative correctly identifies that AEM has " broken out" of its old S$3&ndash S$5 range. However, as seen in the drop from S$10.68 to S$9.25 in a single day, the volatility is extreme. Use your EMA lines (Yellow and Blue) to manage your entries rather than chasing the " Meyka AI" or " Gov Capital" hyper-growth numbers blindly.
Do you feel the S$10 handle is a psychological " floor" you want to watch, or are you looking for a deeper retracement before believing the S$13+ targets?

aragosta      ( Date: 16-May-2026 22:20) Posted:

--- Post Removed by User ---


 
 
sfw2124     16-May-2026 22:54  
Contact    Quote!
What Gemini AI validated and commented as follows:
The narrative you&rsquo ve provided is a high-octane blend of real financial data, current market sentiment, and speculative algorithmic forecasting. It accurately captures the " AI mania" currently surrounding AEM Holdings, but it&rsquo s important to separate the solid facts from the mathematical " what-ifs."
Here is the breakdown, summary, and validation of that narrative.
1. Executive Summary & Validation
The core " anchor" of this narrative is 100% Validated. AEM has indeed undergone a massive operational turnaround in early 2026.
  • The " Blowout" Results: AEM&rsquo s 1Q2026 net profit did jump by 329% YoY to S$14.3 million.
  • Guidance Hike: Management officially raised FY2026 revenue guidance to S$550M&ndash S$600M (a ~20% increase).
  • The S$10.68 Peak: On Friday, May 15, 2026, AEM shares did hit an intraday high of S$10.68 before pulling back to close at S$9.25.
  • The " Structural Shift" : The narrative is correct that AEM has pivoted from being " just an Intel supplier" to a major player in AI/HPC testing, particularly through its new strategic partnership with ASE Technology.
2. The " Two Camps" Analysis
The narrative&rsquo s description of the Kiasi vs. Boh Kia camps is a very accurate reflection of the current " tension" on the SGX.
Camp Perspective Validation
Kiasi (惊 死 ) " The stock is up 476% YTD. It&rsquo s a bubble." Valid. At S$10.68, the P/E ratio is technically stretched compared to historical norms.
Boh Kia (无 惊 ) " We are at the start of a multi-year AI cycle." Valid. The CEO stated 1Q2026 is just the start of an upcycle driven by complex AI chip testing.
3. Algorithmic Models: Fact vs. Forecast
This is where the narrative moves from Fact into Extrapolation. While the models (Gov Capital, WalletInvestor, etc.) exist, their multi-year " targets" (like S$32.80) are mathematical projections, not guarantees.
  • The " Cash" Reality: The narrative mentions a S$56.5M net cash position. This is True and a massive improvement from the net debt position in 2024.
  • The " SAM" Reality: The US$4.5 billion Serviceable Available Market (SAM) is a real figure management uses to describe the growth opportunity in System Level Testing (SLT).
4. Institutional Target Validation
The narrative&rsquo s list of broker targets is largely consistent with the " post-1Q" re-rating by analysts:
  • CGSI (CGS International): They did raise their target to S$10.15 recently, and their " bull case" scenarios often align with the S$14+ range mentioned.
  • UOB Kay Hian & DBS: Analysts have been aggressively raising targets toward the S$11.50&ndash S$13.00 range following the guidance upgrade.
Final Verdict & Advice
The narrative is a strongly bullish interpretation of a very real fundamental turnaround.
The Reality Check:
  • The Momentum is Real: AEM is currently the highest-traded stock on the SGX, even beating DBS in daily value traded.
  • The 1-Year Targets (S$12-$14): These are considered " aggressive but plausible" by institutional analysts if the AI ramp continues at this pace.
  • The 5-Year Targets (S$20-$32): These are purely speculative. They assume the AI boom continues uninterrupted for 60 months and that AEM maintains a dominant market share in SLT.
  Advice by(Gemini AI&rsquo s):
The narrative correctly identifies that AEM has " broken out" of its old S$3&ndash S$5 range. However, as seen in the drop from S$10.68 to S$9.25 in a single day, the volatility is extreme. Use your EMA lines (Yellow and Blue) to manage your entries rather than chasing the " Meyka AI" or " Gov Capital" hyper-growth numbers blindly.
Do you feel the S$10 handle is a psychological " floor" you want to watch, or are you looking for a deeper retracement before believing the S$13+ targets?

aragosta      ( Date: 16-May-2026 22:20) Posted:

--- Post Removed by User ---

 
 
Winall88     16-May-2026 18:32  
Contact    Quote!
Very well said.... I was being sarcastic and you are mocking:) haha 

aragosta      ( Date: 16-May-2026 18:26) Posted:

Haha.... he sure can' t!.....this scum2124 is no different from a beggar waiting outside a temple, rationalising his own lack of wealth by murmuring insults at every richly dressed lady who enters. To protect his bruised ego, he convinces himself that her wealth must be fake or unholy.
 
The Chinese-educated coffee shop uncles have a perfect way of describing this type of bitter behaviour:  仇 富 心 理 (chó ufù xī nlǐ ) .....a " wealth-hating mentality" born entirely of financial regret.
Unable to deal with his own missed opportunities, he deeply envies the forward-thinking investors who bought the stock when it was dirt-cheap and watched it skyrocket by as much as 700%.....to mask his own failure and soothe his ego, he now weaponises his bitterness...... He aggressively plants seeds of doubt, discouraging potential buyers from entering the market just to ensure they don' t succeed where he failed. Like that temple beggar, he cannot force the stock price down, so he chooses to drag (down) everyone else into the mud with him......
 
The coffee shop uncles always sum up this toxic attitude with the classic fable of the sour grapes  (吃 不 到 葡 萄 说 葡 萄 酸 ):
A hungry fox spots a bunch of juicy, ripe grapes hanging high from a vine. He leaps repeatedly but cannot reach them. Realising he has failed, he walks away with his nose in the air, muttering, " They were probably sour anyway, I wouldn' t want them."
He is exactly like that foxy scum ~ despising the very fortune he is desperate to taste.


Winall88      ( Date: 15-May-2026 17:22) Posted:

Show us your wealth..


 

 
aragosta     16-May-2026 18:26  
Contact    Quote!
Haha.... he sure can' t!.....this scum2124 is no different from a beggar waiting outside a temple, rationalising his own lack of wealth by murmuring insults at every richly dressed lady who enters. To protect his bruised ego, he convinces himself that her wealth must be fake or unholy.
 
The Chinese-educated coffee shop uncles have a perfect way of describing this type of bitter behaviour:  仇 富 心 理 (chó ufù xī nlǐ ) .....a " wealth-hating mentality" born entirely of financial regret.
Unable to deal with his own missed opportunities, he deeply envies the forward-thinking investors who bought the stock when it was dirt-cheap and watched it skyrocket by as much as 700%.....to mask his own failure and soothe his ego, he now weaponises his bitterness...... He aggressively plants seeds of doubt, discouraging potential buyers from entering the market just to ensure they don' t succeed where he failed. Like that temple beggar, he cannot force the stock price down, so he chooses to drag (down) everyone else into the mud with him......
 
The coffee shop uncles always sum up this toxic attitude with the classic fable of the sour grapes  (吃 不 到 葡 萄 说 葡 萄 酸 ):
A hungry fox spots a bunch of juicy, ripe grapes hanging high from a vine. He leaps repeatedly but cannot reach them. Realising he has failed, he walks away with his nose in the air, muttering, " They were probably sour anyway, I wouldn' t want them."
He is exactly like that foxy scum ~ despising the very fortune he is desperate to taste.


Winall88      ( Date: 15-May-2026 17:22) Posted:

Show us your wealth..

 
 
Winall88     15-May-2026 17:22  
Contact    Quote!
Show us your wealth..
 
 
sfw2124     15-May-2026 14:27  
Contact    Quote!
To make sense of the current market " blood bath" without getting lost in technical jargon, here is an executive summary of what is happening and how to protect yourself:
1. Why the " Blood Bath" is Happening
  • The " Machine" Effect: In 2026, the SGX is dominated by computers (algorithms) that trade in milliseconds. When they see a sector like Semiconductors (AEM, Frencken, UMS) start to dip, they all " exit the building" at the same time, turning a small drop into a big one.
  • The " Shortist" Field Day: Professional speculators (Short Sellers) look for stocks that have gone up too fast. When AEM hit 10.68, it was like a rubber band stretched to its limit short sellers simply pulled the trigger to snap it back down.
  • The " Dividend Illusion" in PCT: PC Partner&rsquo s 9.95% drop is the scariest on my watchlist, but half of that (S$0.10) is just the dividend being moved from the share price into your pocket. The " machines" use this natural gap to create panic selling among retail investors.
2. How to Detect the Trap (Layman&rsquo s Method)
You don' t need to be a technical expert. Just use these three " Visual Rules" on your charts and screener:
  • The " Yellow Line" Rule: Look at the EMA1 (Yellow line) on your chart. If the stock price is floating high above that line, it is " unsupported." Do not buy there wait for the price to come down and touch the line.
  • The " Crowd" Check: In your screener, look at Rel vol 1W. If this number is very high (like 24.39), it means the " party" is too crowded. Usually, when everyone has already bought, the only thing left for the price to do is fall.
  • The " Leader" Watch: Treat AEM as the leader of the pack. If you see AEM dropping sharply, assume that Frencken, CSE Global, and HLA will follow soon after, even if they haven' t started dropping yet.
3. Strategic Advice for Your Peace of Mind
  • Don' t Catch Falling Knives: When a " blood bath" starts, the first drop is rarely the last. Wait for the price to stop falling and " sideways crawl" for a few 15-minute candles before thinking about an entry.
  • Trust the Floor: Stocks like PCT have massive cash reserves (HKD 2.5B) and institutional support from players like LC Capital. This " cash floor" means the stock won' t drop forever the machines are just testing how many retail investors they can shake out today.
Summary: You are seeing a temporary " panic" choreographed by algorithms. By focusing on your EMA lines rather than the flashing red numbers, you can stay grounded while the " shortists" play their games.
 

sfw2124      ( Date: 15-May-2026 11:45) Posted:

Navigating the " Machine" Era: Understanding HFT and Algorithmic Trading on the SGX
In the current 2026 SGX environment, it is nearly impossible to ignore the influence of algorithmic and High-Frequency Trading (HFT). As of February 2026, the Securities Daily Average Value (SDAV) on the SGX reached a six-year high of S$2.1 billion, a surge driven heavily by institutional flows and automated execution systems.
High-volume counters&mdash particularly the local banks (DBS, UOB, OCBC) and semiconductor leaders (AEM, UMS, Frencken)&mdash serve as the primary playgrounds for these " machines." These stocks provide the deep liquidity algorithms require to enter and exit large positions without significant slippage.
1. How Algorithms Influence Price Action
The " footprints" of automated trading are visible on intraday charts every day. Key tactics include:
  • Momentum Ignition: Algorithms often trigger a series of aggressive buy orders to " ignite" a price move. The goal is to trip retail " buy stops" and create a vertical price spike, allowing the system to sell into the resulting momentum for a quick profit.
  • Institutional Concentration: Heavy institutional " stacking" is frequently seen in the tech sector. For example, during high-volume periods, net institutional inflows can exceed S$20 million in a single week for a single counter, creating the massive daily volumes observed in popular watchlists.
  • Arbitrage & Hedging: Automated systems constantly scan for price discrepancies between Straits Times Index (STI) heavyweights and their corresponding futures contracts, profiting from tiny, fleeting price gaps.
2. Strategic Defense for Retail Investors
While retail investors cannot compete with the microsecond speed of HFT, it is possible to navigate their " wiles" by utilizing the same data to build a defensive strategy.
Strategy A: The " RVOL Safety Zone" Relative Volume (RVOL) is a critical filter for identifying healthy interest versus exhaustion.
  • The Trap: Avoid stocks with an RVOL over 5.0 or 10.0. These are often " exhaustion spikes" where algorithms are completing a sell-off to late-coming buyers.
  • The Win: Target an RVOL range between 1.5 and 2.0. This typically indicates steady institutional accumulation that has not yet turned into a vertical, high-risk spike.
Strategy B: The " 15-Minute Rule" HFT systems often dominate the first 15 minutes of the SGX open (09:00&ndash 09:15) to shake out " weak hands."
  • Defense: Avoid placing market orders during this initial volatility. Waiting until 09:30 often allows the " wash" to settle and reveals the true directional trend for the day.
Strategy C: Trading with the " Anchor" (VWAP) The Volume Weighted Average Price (VWAP) is the benchmark for institutional " fair value."
  • Defense: If a price is significantly over-extended above the VWAP, mean-reversion algorithms are likely to pull it back.
  • Entry: High-probability entries often occur when the price re-tests the VWAP from above, as this is where buy algorithms frequently re-engage to defend their average price.
Strategy D: Identifying " Dividend Chasing" Traps Buying a stock solely because it is Cum-Dividend (CD) is a predictable behavior that algorithms exploit. Prices are often driven up into the Last Day to Cum (LUM) and then " gapped down" aggressively on the Ex-Dividend (XD) date.
  • Defense: For those focused on long-term fundamentals, it is often more strategic to enter after the XD drop once the initial noise has cleared and the price is at a technical discount.
Bottom Line
By utilizing technical tools&mdash such as EMA crossovers, MFI exhaustion signals, and RVOL filters&mdash investors can better distinguish between genuine market trends and automated " smoke and mirrors." In a high-volume 2026 market, identifying which sectors are providing clear technical signals versus algorithmic noise is the key to maintaining a competitive edge.
DYODD (Do Your Own Due Diligence)
 

Joelton      ( Date: 15-May-2026 11:07) Posted:



Shares of AEM up 13% after Q1 net profit jumps over four times to S$14.3 million

The company is also raising FY2026 revenue guidance by 20%

[SINGAPORE] Semiconductor test solutions provider AEM Holdings : AWX +14.85%jumped by over 13 per cent on Thursday (May 14) morning on the back of a sizeable year-on-year surge in net profit for Q1.

As at 9.04 am, the counter was trading 13.2 per cent or S$1.10 higher at S$9.45.

It eased slightly to S$9.43 by 9.09 am, still up 12.9 per cent after three million securities changed hands. By 9.57 am, AEM shares were trading 11.9 per cent up at S$9.34.

The company on Wednesday posted a S$14.3 million in net profit for the first quarter ended Mar 31, more than quadruple the S$3.3 million in the year-ago period.

In a business update, the company raised its FY2026 revenue guidance by 20 per cent to between S$550 million and S$600 million.

Near an &ldquo inflection point&rdquo

DBS Group Research analyst Amanda Tan kept a &ldquo buy&rdquo rating on the stock, and raised its target price to S$11.80 from S$8.90. Year to date, the chip testing company has soared over four times.

In her report on Thursday, she increased DBS&rsquo revenue forecast for AEM by 15 per cent and earnings forecast by 25 per cent for FY2026, to reflect stronger demand from the fabless AI/high-performance computing customer, improving order momentum from the PC/foundry customer, and margin expansion.

She also noted that there is scope for consensus earnings upgrades, to drive a positive share price reaction.

Jefferies analysts Joanna Cheah and Ang Wei Han have also reiterated their &ldquo buy&rdquo call on AEM, with the company&rsquo s Q1 net profit forming 33 per cent of their consenus estimates.

Sales guidance was also revised up from between S$460 million and S$510 million, to S$550 million and S$600 million for FY2026, they added. This was is almost entirely driven by their fabless customers.

Ang and Cheah added that such guidance is higher than the consensus estimate by 10 to 20 per cent.

DBS&rsquo Tan believes that AEM is a pioneer in providing system level test (SLT) solutions and is currently around one generation ahead of its competitors.

&ldquo Given its technological superiority, we believe AEM is well positioned to ride on the growing SLT market that has benefited from increased complexity of chips and increased test coverage requirements, alongside the need for advanced heterogeneous packaging,&rdquo she added.

The analyst said the company is near an &ldquo inflection point,&rdquo and foresees its customer diversification strategy yielding more significant returns in the years ahead, with the first deployment of its solutions to the outsourced semiconductor assembly and test customer expected in late-2026.


 
 
Winall88     15-May-2026 13:16  
Contact    Quote!
Wah, didn' t know here also got free training course... do you accept cdc voucher? Or skills future credits?
 

 
sfw2124     15-May-2026 11:45  
Contact    Quote!
Navigating the " Machine" Era: Understanding HFT and Algorithmic Trading on the SGX
In the current 2026 SGX environment, it is nearly impossible to ignore the influence of algorithmic and High-Frequency Trading (HFT). As of February 2026, the Securities Daily Average Value (SDAV) on the SGX reached a six-year high of S$2.1 billion, a surge driven heavily by institutional flows and automated execution systems.
High-volume counters&mdash particularly the local banks (DBS, UOB, OCBC) and semiconductor leaders (AEM, UMS, Frencken)&mdash serve as the primary playgrounds for these " machines." These stocks provide the deep liquidity algorithms require to enter and exit large positions without significant slippage.
1. How Algorithms Influence Price Action
The " footprints" of automated trading are visible on intraday charts every day. Key tactics include:
  • Momentum Ignition: Algorithms often trigger a series of aggressive buy orders to " ignite" a price move. The goal is to trip retail " buy stops" and create a vertical price spike, allowing the system to sell into the resulting momentum for a quick profit.
  • Institutional Concentration: Heavy institutional " stacking" is frequently seen in the tech sector. For example, during high-volume periods, net institutional inflows can exceed S$20 million in a single week for a single counter, creating the massive daily volumes observed in popular watchlists.
  • Arbitrage & Hedging: Automated systems constantly scan for price discrepancies between Straits Times Index (STI) heavyweights and their corresponding futures contracts, profiting from tiny, fleeting price gaps.
2. Strategic Defense for Retail Investors
While retail investors cannot compete with the microsecond speed of HFT, it is possible to navigate their " wiles" by utilizing the same data to build a defensive strategy.
Strategy A: The " RVOL Safety Zone" Relative Volume (RVOL) is a critical filter for identifying healthy interest versus exhaustion.
  • The Trap: Avoid stocks with an RVOL over 5.0 or 10.0. These are often " exhaustion spikes" where algorithms are completing a sell-off to late-coming buyers.
  • The Win: Target an RVOL range between 1.5 and 2.0. This typically indicates steady institutional accumulation that has not yet turned into a vertical, high-risk spike.
Strategy B: The " 15-Minute Rule" HFT systems often dominate the first 15 minutes of the SGX open (09:00&ndash 09:15) to shake out " weak hands."
  • Defense: Avoid placing market orders during this initial volatility. Waiting until 09:30 often allows the " wash" to settle and reveals the true directional trend for the day.
Strategy C: Trading with the " Anchor" (VWAP) The Volume Weighted Average Price (VWAP) is the benchmark for institutional " fair value."
  • Defense: If a price is significantly over-extended above the VWAP, mean-reversion algorithms are likely to pull it back.
  • Entry: High-probability entries often occur when the price re-tests the VWAP from above, as this is where buy algorithms frequently re-engage to defend their average price.
Strategy D: Identifying " Dividend Chasing" Traps Buying a stock solely because it is Cum-Dividend (CD) is a predictable behavior that algorithms exploit. Prices are often driven up into the Last Day to Cum (LUM) and then " gapped down" aggressively on the Ex-Dividend (XD) date.
  • Defense: For those focused on long-term fundamentals, it is often more strategic to enter after the XD drop once the initial noise has cleared and the price is at a technical discount.
Bottom Line
By utilizing technical tools&mdash such as EMA crossovers, MFI exhaustion signals, and RVOL filters&mdash investors can better distinguish between genuine market trends and automated " smoke and mirrors." In a high-volume 2026 market, identifying which sectors are providing clear technical signals versus algorithmic noise is the key to maintaining a competitive edge.
DYODD (Do Your Own Due Diligence)
 

Joelton      ( Date: 15-May-2026 11:07) Posted:



Shares of AEM up 13% after Q1 net profit jumps over four times to S$14.3 million

The company is also raising FY2026 revenue guidance by 20%

[SINGAPORE] Semiconductor test solutions provider AEM Holdings : AWX +14.85%jumped by over 13 per cent on Thursday (May 14) morning on the back of a sizeable year-on-year surge in net profit for Q1.

As at 9.04 am, the counter was trading 13.2 per cent or S$1.10 higher at S$9.45.

It eased slightly to S$9.43 by 9.09 am, still up 12.9 per cent after three million securities changed hands. By 9.57 am, AEM shares were trading 11.9 per cent up at S$9.34.

The company on Wednesday posted a S$14.3 million in net profit for the first quarter ended Mar 31, more than quadruple the S$3.3 million in the year-ago period.

In a business update, the company raised its FY2026 revenue guidance by 20 per cent to between S$550 million and S$600 million.

Near an &ldquo inflection point&rdquo

DBS Group Research analyst Amanda Tan kept a &ldquo buy&rdquo rating on the stock, and raised its target price to S$11.80 from S$8.90. Year to date, the chip testing company has soared over four times.

In her report on Thursday, she increased DBS&rsquo revenue forecast for AEM by 15 per cent and earnings forecast by 25 per cent for FY2026, to reflect stronger demand from the fabless AI/high-performance computing customer, improving order momentum from the PC/foundry customer, and margin expansion.

She also noted that there is scope for consensus earnings upgrades, to drive a positive share price reaction.

Jefferies analysts Joanna Cheah and Ang Wei Han have also reiterated their &ldquo buy&rdquo call on AEM, with the company&rsquo s Q1 net profit forming 33 per cent of their consenus estimates.

Sales guidance was also revised up from between S$460 million and S$510 million, to S$550 million and S$600 million for FY2026, they added. This was is almost entirely driven by their fabless customers.

Ang and Cheah added that such guidance is higher than the consensus estimate by 10 to 20 per cent.

DBS&rsquo Tan believes that AEM is a pioneer in providing system level test (SLT) solutions and is currently around one generation ahead of its competitors.

&ldquo Given its technological superiority, we believe AEM is well positioned to ride on the growing SLT market that has benefited from increased complexity of chips and increased test coverage requirements, alongside the need for advanced heterogeneous packaging,&rdquo she added.

The analyst said the company is near an &ldquo inflection point,&rdquo and foresees its customer diversification strategy yielding more significant returns in the years ahead, with the first deployment of its solutions to the outsourced semiconductor assembly and test customer expected in late-2026.

 
 
Joelton     15-May-2026 11:07  
Contact    Quote!


Shares of AEM up 13% after Q1 net profit jumps over four times to S$14.3 million

The company is also raising FY2026 revenue guidance by 20%

[SINGAPORE] Semiconductor test solutions provider AEM Holdings : AWX +14.85%jumped by over 13 per cent on Thursday (May 14) morning on the back of a sizeable year-on-year surge in net profit for Q1.

As at 9.04 am, the counter was trading 13.2 per cent or S$1.10 higher at S$9.45.

It eased slightly to S$9.43 by 9.09 am, still up 12.9 per cent after three million securities changed hands. By 9.57 am, AEM shares were trading 11.9 per cent up at S$9.34.

The company on Wednesday posted a S$14.3 million in net profit for the first quarter ended Mar 31, more than quadruple the S$3.3 million in the year-ago period.

In a business update, the company raised its FY2026 revenue guidance by 20 per cent to between S$550 million and S$600 million.

Near an &ldquo inflection point&rdquo

DBS Group Research analyst Amanda Tan kept a &ldquo buy&rdquo rating on the stock, and raised its target price to S$11.80 from S$8.90. Year to date, the chip testing company has soared over four times.

In her report on Thursday, she increased DBS&rsquo revenue forecast for AEM by 15 per cent and earnings forecast by 25 per cent for FY2026, to reflect stronger demand from the fabless AI/high-performance computing customer, improving order momentum from the PC/foundry customer, and margin expansion.

She also noted that there is scope for consensus earnings upgrades, to drive a positive share price reaction.

Jefferies analysts Joanna Cheah and Ang Wei Han have also reiterated their &ldquo buy&rdquo call on AEM, with the company&rsquo s Q1 net profit forming 33 per cent of their consenus estimates.

Sales guidance was also revised up from between S$460 million and S$510 million, to S$550 million and S$600 million for FY2026, they added. This was is almost entirely driven by their fabless customers.

Ang and Cheah added that such guidance is higher than the consensus estimate by 10 to 20 per cent.

DBS&rsquo Tan believes that AEM is a pioneer in providing system level test (SLT) solutions and is currently around one generation ahead of its competitors.

&ldquo Given its technological superiority, we believe AEM is well positioned to ride on the growing SLT market that has benefited from increased complexity of chips and increased test coverage requirements, alongside the need for advanced heterogeneous packaging,&rdquo she added.

The analyst said the company is near an &ldquo inflection point,&rdquo and foresees its customer diversification strategy yielding more significant returns in the years ahead, with the first deployment of its solutions to the outsourced semiconductor assembly and test customer expected in late-2026.
 
 
aragosta     15-May-2026 11:03  
Contact    Quote!
Keep your eyes on this, and any announcement that follows... could be a mind blogging game changer with positive impact if the trip comes out with successful positive developments.... There' s a black market analysis on this but I' ll keep it simple here, because it' s a noticeable fact that there are few long term interests HERE on the monstrous gem now.... remember, the funds smart money and the big boys are running the show now, and at the look of things it seems a long play.... and I haven' t talk about the next game changing frontier that AEM will be attacking next...... this is not a play for the faint hearted now, but as I said, this is a once in a generation stock, never to be repeated, so if you are holding any, do what you need to do, hold longer is great, but if you sell, nobody will mock you.......
 
Trump&rsquo s Trip (which includes a delegation of tech giants) to China: Impact on Singapore, Nvidia, and AEM Holdings
 
1. Core Premise
  • The Connection:  A successful diplomatic trip stabilizes US-China tech trade, directly boosting Singapore' s semiconductor ecosystem.
  • The Beneficiary:  Increased Nvidia production for China drives demand for advanced testing equipment.
  • The Role:  AEM Holdings leverages its Southeast Asian hubs to test, package, and ship these components to China.
2. Growth Drivers
  • Volume Surge:  Higher Nvidia chip sales require more automated test cells, directly increasing AEM' s order book.
  • Regional Logistics:  Singapore and Malaysia facilities act as compliant, secure intermediate points for regional distribution.
  • Market Sentiment:  Easing geopolitical tensions lifts valuations across the entire Asian semiconductor supply chain.
3. Key Risks
  • Customer Balance:  AEM' s financial performance remains heavily tied to Intel, AMD and Micron, meaning Nvidia growth is only one part of its revenue mix 
  • Legal Compliance:  Shipping from Singapore does not bypass US trade laws if the underlying chip technology faces strict export bans 
 
 
bxylqwan     14-May-2026 22:12  
Contact    Quote!
whats up everyone? just two weeks ago we were at $6. 

$10 is too ez!

bxylqwan      ( Date: 29-Apr-2026 12:45) Posted:

power la guys. cant believe its been 5-6 years since AEM' s last high of $5ish during covid and then crashing to $1+. 

congrats to everyone who held on/bought at low! 

huat ah $10 is no longer a dream!

 
 
tongphlp     14-May-2026 20:21  
Contact    Quote!
Arigato. Don' t frame me, for I am just a nobody. My talk doesnt move markets unlike yours. 

I am not vested anymore. Good luck. Cheers. Enjoy the ride, whether it is a BYD or BMW. 

For me, Bus, Walk and MRT. :) Cheers!

aragosta      ( Date: 14-May-2026 15:35) Posted:

AI boom: AEM quadruples Q1 profit to S$14.3 million,  raises FY2026 revenue guidance by 20%
https://www.businesstimes.com.sg/companies-markets/ai-boom-aem-quadruples-q1-profit-s14-3-million-raises-fy2026-revenue-guidance-20

Let me excite you long term serious investors abit......this piece of tokkong info is already significant enough but it is more to it than meets the eye .... heard that the upside figure should be even higher, but I think the powers behind the company decided to lower abit, so that when the final figure comes out end of FY, it will play into the markets and analysts mind that the result is " well beyond expectation" and this will add to the positive view of the company' s performance .... and think also, this guidance earning   does NOT include any contributions yet from the AEM partnership.... once again, these coffee shop uncles are superb in eavesdropping for information..... I hope ah tong no more mock the old uncles any more......like he did when he asked whether the coffee shop uncles were drunk, when they shouting, juz last month, that AEM will hit $8!

aragosta      ( Date: 12-May-2026 15:13) Posted:



Heard... heard only, tomorrow during the results, the company may release some mind blogging information... could be another catalyst to spur the price EVEN further.... really headache for the analysts, need to rewrite their essays, as for the mercenary clowns, more and more difficult to get around thinking how to short...... So, how high can the prices go.? .. you read the following fun figures and figure yourself... AS I said, all these people are not going to ruin their reputation by anyhow talking numbers... And I always kind ly remind you, this is only the beginning, with no ceiling, no ending......

=========
As of May 2026, forecasts for AEM Holdings vary significantly across different algorithmic models and technical analysis platforms.
Algorithmic and Technical Forecasts 
  1. Traders Union  (Technical Model) Recent analysis suggests the stock is in a strong uptrend, with a near-term trading range between  S$7.10 and S$7.83  as of May 2026
  2. Meyka AI  (Predictive Modeling): Highlighted the stock' s massive surge in early 2026, noting heavy volume and suggesting follow-through targets of  S$8.00 to S$10.00  are reachable in 2026, if AI-driven demand persists.
  3. Gov Capital: Deep learning algorithms suggest a bullish trajectory, potentially reaching targets in the  S$7.50 to S$10.00  range if the current recovery trend remains intact.
  4. I Know First  (Forecast Model): Their algorithmic models typically rank AEM in high-growth categories for the mid-term due to its turnaround story trajectory.  Their estimated Algorithmic Range:  S$7.50 to S$10.15. 
  5. Stockinvest.us  (Technical Forecast): Predicts a potential rise of up to  162% rise  over the next three months (by August 2026), targeting a price between  S$14.61 and S$20.67  with 90% probability.
  6. Stockopedia:  Highlights a powerful  momentum signal, noting the stock is trading  198.4% above its 200-day moving average. They report a consensus EPS forecast of  S$0.13  for the next financial year.
  7. Alpha Spread: Their Wall Street summary sets an average 1-year target of  S$6.19, but emphasizes a High Case scenario reaching  S$10.66,  representing a  40% upside  from current consolidation levels.


Valuation and Intrinsic Value
  1. StocksGuide: AEM is currently trading at a high forward P/E of approximately  49x  based on FY26 forecast earnings.  Peer Target: Some analysts believe it can trade at  41x CY27F P/E, which would imply a target price of  S$10.15
  2. ValueInvesting.io  (Intrinsic Value): Their models suggest a fair value significantly higher than previous years, potentially reaching  S$7.49 to S$10.15  by late 2026
  3. GuruFocus  (Intrinsic Value): Currently rates the stock as having a high Fair Value upside, with some estimates reaching  523% above  historical lows.
  4. Simply Wall St  (Optimistic Value)  : Highlights a High Growth profile with earnings expected to grow by  32.7%  annually, supporting an optimistic valuation near  S$10.00  if margins recover.
  5. Investing.com & TipRanks: Both platforms report a consensus high target of  S$10.15. The average target is approximately  S$7.49 to S$7.92
  6. Seeking Alpha: aggregated analyst data for AEM aligns with a  high target of  S$10.15. The average price target is approximately  S$7.49,  reflecting a Strong Buy sentiment among five major analysts surveyed in the past three months.
  7. FINTEL Reports  an average one-year price target of  S$6.19, with a high-end forecast of  S$10.66.
  8. Morningstar: Ratings as of May 1, 2026, Morningstar and other quantitative models suggest a fair value target near  S$7.50,  though high-end DCF scenarios reach  S$10.66


High  Target Forecasts Based on Forward P/E 
  1. CGS International: Currently holds the most optimistic outlook with a target price of  S$10.15. This valuation is significantly driven by a " start of a multi-year earnings growth cycle" for FY26&ndash 28. Their May 4, 2026, report and identifies Intel' s expansion in test capacity as a primary driver. 
  2. DBS Group Research: Maintained a  Buy  rating with a price target of  S$8.90  as of May 8, 2026. Analysts have specifically pegged their valuation to  32x FY27 earnings  to capture the company' s improving visibility and customer diversification. cite AEM' s technological superiority, being roughly one generation ahead of competitors in system-level testing (SLT).
  3. Jefferies: Maintains an upbeat view with a target price of  S$8.88, supported by increasing customer diversification beyond Intel
  4. TradingView & Moomoo: Both platforms report a consensus  maximum estimate of  S$10.15, aligning with high-end analyst reports that anticipate a massive EPS ramp-up through 2027.
  5. Alpha Spread: While offering varying scenarios, its high-end forecast reaches  S$10.66, based on optimistic growth projections that assume AEM maintains its premium valuation relative to the broader Asian semiconductor industry.


 

 
muifan     14-May-2026 15:56  
Contact    Quote!
Thank you for Tok Kong update
Already got pple calling for AEM to go $100
Never say never !

aragosta      ( Date: 14-May-2026 15:35) Posted:

AI boom: AEM quadruples Q1 profit to S$14.3 million,  raises FY2026 revenue guidance by 20%
https://www.businesstimes.com.sg/companies-markets/ai-boom-aem-quadruples-q1-profit-s14-3-million-raises-fy2026-revenue-guidance-20

Let me excite you long term serious investors abit......this piece of tokkong info is already significant enough but it is more to it than meets the eye .... heard that the upside figure should be even higher, but I think the powers behind the company decided to lower abit, so that when the final figure comes out end of FY, it will play into the markets and analysts mind that the result is " well beyond expectation" and this will add to the positive view of the company' s performance .... and think also, this guidance earning   does NOT include any contributions yet from the AEM partnership.... once again, these coffee shop uncles are superb in eavesdropping for information..... I hope ah tong no more mock the old uncles any more......like he did when he asked whether the coffee shop uncles were drunk, when they shouting, juz last month, that AEM will hit $8!

aragosta      ( Date: 12-May-2026 15:13) Posted:



Heard... heard only, tomorrow during the results, the company may release some mind blogging information... could be another catalyst to spur the price EVEN further.... really headache for the analysts, need to rewrite their essays, as for the mercenary clowns, more and more difficult to get around thinking how to short...... So, how high can the prices go.? .. you read the following fun figures and figure yourself... AS I said, all these people are not going to ruin their reputation by anyhow talking numbers... And I always kind ly remind you, this is only the beginning, with no ceiling, no ending......

=========
As of May 2026, forecasts for AEM Holdings vary significantly across different algorithmic models and technical analysis platforms.
Algorithmic and Technical Forecasts 
  1. Traders Union  (Technical Model) Recent analysis suggests the stock is in a strong uptrend, with a near-term trading range between  S$7.10 and S$7.83  as of May 2026
  2. Meyka AI  (Predictive Modeling): Highlighted the stock' s massive surge in early 2026, noting heavy volume and suggesting follow-through targets of  S$8.00 to S$10.00  are reachable in 2026, if AI-driven demand persists.
  3. Gov Capital: Deep learning algorithms suggest a bullish trajectory, potentially reaching targets in the  S$7.50 to S$10.00  range if the current recovery trend remains intact.
  4. I Know First  (Forecast Model): Their algorithmic models typically rank AEM in high-growth categories for the mid-term due to its turnaround story trajectory.  Their estimated Algorithmic Range:  S$7.50 to S$10.15. 
  5. Stockinvest.us  (Technical Forecast): Predicts a potential rise of up to  162% rise  over the next three months (by August 2026), targeting a price between  S$14.61 and S$20.67  with 90% probability.
  6. Stockopedia:  Highlights a powerful  momentum signal, noting the stock is trading  198.4% above its 200-day moving average. They report a consensus EPS forecast of  S$0.13  for the next financial year.
  7. Alpha Spread: Their Wall Street summary sets an average 1-year target of  S$6.19, but emphasizes a High Case scenario reaching  S$10.66,  representing a  40% upside  from current consolidation levels.


Valuation and Intrinsic Value
  1. StocksGuide: AEM is currently trading at a high forward P/E of approximately  49x  based on FY26 forecast earnings.  Peer Target: Some analysts believe it can trade at  41x CY27F P/E, which would imply a target price of  S$10.15
  2. ValueInvesting.io  (Intrinsic Value): Their models suggest a fair value significantly higher than previous years, potentially reaching  S$7.49 to S$10.15  by late 2026
  3. GuruFocus  (Intrinsic Value): Currently rates the stock as having a high Fair Value upside, with some estimates reaching  523% above  historical lows.
  4. Simply Wall St  (Optimistic Value)  : Highlights a High Growth profile with earnings expected to grow by  32.7%  annually, supporting an optimistic valuation near  S$10.00  if margins recover.
  5. Investing.com & TipRanks: Both platforms report a consensus high target of  S$10.15. The average target is approximately  S$7.49 to S$7.92
  6. Seeking Alpha: aggregated analyst data for AEM aligns with a  high target of  S$10.15. The average price target is approximately  S$7.49,  reflecting a Strong Buy sentiment among five major analysts surveyed in the past three months.
  7. FINTEL Reports  an average one-year price target of  S$6.19, with a high-end forecast of  S$10.66.
  8. Morningstar: Ratings as of May 1, 2026, Morningstar and other quantitative models suggest a fair value target near  S$7.50,  though high-end DCF scenarios reach  S$10.66


High  Target Forecasts Based on Forward P/E 
  1. CGS International: Currently holds the most optimistic outlook with a target price of  S$10.15. This valuation is significantly driven by a " start of a multi-year earnings growth cycle" for FY26&ndash 28. Their May 4, 2026, report and identifies Intel' s expansion in test capacity as a primary driver. 
  2. DBS Group Research: Maintained a  Buy  rating with a price target of  S$8.90  as of May 8, 2026. Analysts have specifically pegged their valuation to  32x FY27 earnings  to capture the company' s improving visibility and customer diversification. cite AEM' s technological superiority, being roughly one generation ahead of competitors in system-level testing (SLT).
  3. Jefferies: Maintains an upbeat view with a target price of  S$8.88, supported by increasing customer diversification beyond Intel
  4. TradingView & Moomoo: Both platforms report a consensus  maximum estimate of  S$10.15, aligning with high-end analyst reports that anticipate a massive EPS ramp-up through 2027.
  5. Alpha Spread: While offering varying scenarios, its high-end forecast reaches  S$10.66, based on optimistic growth projections that assume AEM maintains its premium valuation relative to the broader Asian semiconductor industry.


 
 
aragosta     14-May-2026 15:35  
Contact    Quote!

AI boom: AEM quadruples Q1 profit to S$14.3 million,  raises FY2026 revenue guidance by 20%
https://www.businesstimes.com.sg/companies-markets/ai-boom-aem-quadruples-q1-profit-s14-3-million-raises-fy2026-revenue-guidance-20

Let me excite you long term serious investors abit......this piece of tokkong info is already significant enough but it is more to it than meets the eye .... heard that the upside figure should be even higher, but I think the powers behind the company decided to lower abit, so that when the final figure comes out end of FY, it will play into the markets and analysts mind that the result is " well beyond expectation" and this will add to the positive view of the company' s performance .... and think also, this guidance earning   does NOT include any contributions yet from the AEM partnership.... once again, these coffee shop uncles are superb in eavesdropping for information..... I hope ah tong no more mock the old uncles any more......like he did when he asked whether the coffee shop uncles were drunk, when they shouting, juz last month, that AEM will hit $8!

aragosta      ( Date: 12-May-2026 15:13) Posted:



Heard... heard only, tomorrow during the results, the company may release some mind blogging information... could be another catalyst to spur the price EVEN further.... really headache for the analysts, need to rewrite their essays, as for the mercenary clowns, more and more difficult to get around thinking how to short...... So, how high can the prices go.? .. you read the following fun figures and figure yourself... AS I said, all these people are not going to ruin their reputation by anyhow talking numbers... And I always kind ly remind you, this is only the beginning, with no ceiling, no ending......

=========
As of May 2026, forecasts for AEM Holdings vary significantly across different algorithmic models and technical analysis platforms.
Algorithmic and Technical Forecasts 
  1. Traders Union  (Technical Model) Recent analysis suggests the stock is in a strong uptrend, with a near-term trading range between  S$7.10 and S$7.83  as of May 2026
  2. Meyka AI  (Predictive Modeling): Highlighted the stock' s massive surge in early 2026, noting heavy volume and suggesting follow-through targets of  S$8.00 to S$10.00  are reachable in 2026, if AI-driven demand persists.
  3. Gov Capital: Deep learning algorithms suggest a bullish trajectory, potentially reaching targets in the  S$7.50 to S$10.00  range if the current recovery trend remains intact.
  4. I Know First  (Forecast Model): Their algorithmic models typically rank AEM in high-growth categories for the mid-term due to its turnaround story trajectory.  Their estimated Algorithmic Range:  S$7.50 to S$10.15. 
  5. Stockinvest.us  (Technical Forecast): Predicts a potential rise of up to  162% rise  over the next three months (by August 2026), targeting a price between  S$14.61 and S$20.67  with 90% probability.
  6. Stockopedia:  Highlights a powerful  momentum signal, noting the stock is trading  198.4% above its 200-day moving average. They report a consensus EPS forecast of  S$0.13  for the next financial year.
  7. Alpha Spread: Their Wall Street summary sets an average 1-year target of  S$6.19, but emphasizes a High Case scenario reaching  S$10.66,  representing a  40% upside  from current consolidation levels.


Valuation and Intrinsic Value
  1. StocksGuide: AEM is currently trading at a high forward P/E of approximately  49x  based on FY26 forecast earnings.  Peer Target: Some analysts believe it can trade at  41x CY27F P/E, which would imply a target price of  S$10.15
  2. ValueInvesting.io  (Intrinsic Value): Their models suggest a fair value significantly higher than previous years, potentially reaching  S$7.49 to S$10.15  by late 2026
  3. GuruFocus  (Intrinsic Value): Currently rates the stock as having a high Fair Value upside, with some estimates reaching  523% above  historical lows.
  4. Simply Wall St  (Optimistic Value)  : Highlights a High Growth profile with earnings expected to grow by  32.7%  annually, supporting an optimistic valuation near  S$10.00  if margins recover.
  5. Investing.com & TipRanks: Both platforms report a consensus high target of  S$10.15. The average target is approximately  S$7.49 to S$7.92
  6. Seeking Alpha: aggregated analyst data for AEM aligns with a  high target of  S$10.15. The average price target is approximately  S$7.49,  reflecting a Strong Buy sentiment among five major analysts surveyed in the past three months.
  7. FINTEL Reports  an average one-year price target of  S$6.19, with a high-end forecast of  S$10.66.
  8. Morningstar: Ratings as of May 1, 2026, Morningstar and other quantitative models suggest a fair value target near  S$7.50,  though high-end DCF scenarios reach  S$10.66


High  Target Forecasts Based on Forward P/E 
  1. CGS International: Currently holds the most optimistic outlook with a target price of  S$10.15. This valuation is significantly driven by a " start of a multi-year earnings growth cycle" for FY26&ndash 28. Their May 4, 2026, report and identifies Intel' s expansion in test capacity as a primary driver. 
  2. DBS Group Research: Maintained a  Buy  rating with a price target of  S$8.90  as of May 8, 2026. Analysts have specifically pegged their valuation to  32x FY27 earnings  to capture the company' s improving visibility and customer diversification. cite AEM' s technological superiority, being roughly one generation ahead of competitors in system-level testing (SLT).
  3. Jefferies: Maintains an upbeat view with a target price of  S$8.88, supported by increasing customer diversification beyond Intel
  4. TradingView & Moomoo: Both platforms report a consensus  maximum estimate of  S$10.15, aligning with high-end analyst reports that anticipate a massive EPS ramp-up through 2027.
  5. Alpha Spread: While offering varying scenarios, its high-end forecast reaches  S$10.66, based on optimistic growth projections that assume AEM maintains its premium valuation relative to the broader Asian semiconductor industry.

 
 
muifan     14-May-2026 15:17  
Contact    Quote!
lol not much effort from your thank you though
5 words lol

parcvista      ( Date: 14-May-2026 15:05) Posted:

Thank for your post and effort

aragosta      ( Date: 14-May-2026 15:01) Posted:

--- Post Removed by User ---


 
 
parcvista     14-May-2026 15:05  
Contact    Quote!
Thank for your post and effort

aragosta      ( Date: 14-May-2026 15:01) Posted:

--- Post Removed by User ---

 
 
tongphlp     14-May-2026 13:42  
Contact    Quote!
no prob. u can buy a lorry of glasses...

Sgvale      ( Date: 14-May-2026 13:34) Posted:

If past $10. My glass will shattered.

 
Important: Please read our Terms and Conditions and Privacy Policy .