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AEM Holdings
Semiconductor
Intel plunges after bleak forecast casts doubt on comeback bid
Intel CEO Pat Gelsinger expects the rest of 2024 to improve quarter by quarter
January 26, 2024
Insider moves
Temasek, EPF and abrdn's respective stakes in AEM Holdings almost equalised
Analysts are divided in how they interpret the inventory shortfall episode
January 25, 2024
Investing ideas
Inventory shortfall at AEM complicates analysts' views on chip tester’s anticipated recovery
Some analysts see no operational impact now but others fret negative market sentiment
January 18, 2024
Broker's Calls
Maybank and UOB Kay Hian downgrade AEM following inventory shortfall episode; CGS-CIMB, Citi stay positive
Tng of CGS-CIMB believes AEM will still pay a token dividend of one cent even though it is likely to report a loss for FY2023
January 17, 2024
Company in the news
AEM shares drop following inventory shortfall
DBS: We reiterate our long-term positive view on AEM for its technological superiority in system level test
January 15, 2024
Company in the news
AEM discovers inventory shortfall, will hurt FY2023
AEM has estimated a shortfall of between 5 and 7% of the level reported for Sept 30 2023
January 14, 2024
Insider moves
EPF and abrdn buy more AEM shares; recovery delayed till late 2024
EPF bought the shares a day after AEM's 3QFY2023 business update
November 16, 2023
Billion Dollar Club 2023
AEM and UMS on an upswing; Azeus gives best returns
AEM Holdings, a regular winner at these awards, is back again, with its overall sector win
November 09, 2023
Insider moves
abrdn buys more AEM following earlier sale; YFH increases buybacks with CEO’s resignation
CGS-CIMB analyst William Tng upgraded AEM on expectations of earnings recovery in FY2025
October 25, 2023
Broker's Calls
AEM's lower FY2023 revenue guidance prompts target price changes
Ling's new target price remains pegged to 10xFY2024 earnings
August 14, 2023