AEM holdings

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11 Feb 2018 12:24 #24264 by Poh
Replied by Poh on topic AEM holdings
AEM ($5.30 currently) what a run!


Compare AEM & Cohu in this table -->
www.nextinsight.net/story-archive-mainme...on-10x-fy19-earnings


Cohu Inc, is trading at around current year PE of 14 times in US
With margin half of AEM.

AEM is about 8 X current year PE. If AEM goes up to Cohu PE, the share price = $8.50

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02 Mar 2018 10:15 #24295 by pine
Replied by pine on topic AEM holdings
CIMB's man, William Tng, is a seasoned analyst. His views on AEM have been sharp and he has been proven right. AEM may be the best of the best coverage in his career.

William's new target price for AEM is $8.19.

www.nextinsight.net/story-archive-mainme...target-price-is-8-19

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03 Apr 2018 14:34 #24314 by Poh
Replied by Poh on topic AEM holdings
Stock is in bullish zone, with this year's expected earnings at 67 c per share, according to CIMB's recent report. AEM $6.00 = PE of 9X only.

Cheap for a world class company that supplies to Intel.!

Bunch of short-sellers probably at work today and the last few days. If AEM doesn't miss earnings target, this stock is going to zoom even higher than previous high of $7.60.

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04 Apr 2018 16:23 #24315 by Kapitan
Replied by Kapitan on topic AEM holdings
At some level, AEM will surely step in & buy back its shares. The company has a track record of buyback, for example:

02 Jan 2018 05:21:26 PM AEM HOLDINGS LTD. AEM HOLDINGS LTD
Buy Back - Daily Share Buy-Back Notice::Share Buy Back Announcement
29 Dec 2017 05:36:12 PM AEM HOLDINGS LTD. AEM HOLDINGS LTD Share Buy Back - Daily Share Buy-Back Notice::Share Buy Back Announcement
29 Dec 2017 12:43:33 AM AEM HOLDINGS LTD. AEM HOLDINGS LTD Share Buy Back - Daily Share Buy-Back Notice::Share Buy Back Announcement
27 Dec 2017 11:48:12 PM AEM HOLDINGS LTD. AEM HOLDINGS LTD Share Buy Back - Daily Share Buy-Back Notice::Share Buy Back Announcement
26 Dec 2017 07:11:25 PM AEM HOLDINGS LTD. AEM HOLDINGS LTD Share Buy Back - Daily Share Buy-Back Notice::Share Buy Back Announcement
22 Dec 2017 09:22:38 PM AEM HOLDINGS LTD. AEM HOLDINGS LTD Share Buy Back - Daily Share Buy-Back Notice::Share Buy Back Announcement
07 Dec 2017 05:08:45 PM AEM HOLDINGS LTD. AEM HOLDINGS LTD Share Buy Back - Daily Share Buy-Back Notice::Share Buy Back Announcement
06 Dec 2017 05:22:17 PM AEM HOLDINGS LTD. AEM HOLDINGS LTD Share Buy Back - Daily Share Buy-Back Notice::Share Buy Back Announcement
05 Dec 2017 05:27:58 PM AEM HOLDINGS LTD. AEM HOLDINGS LTD Share Buy Back - Daily Share Buy-Back Notice::Share Buy Back Announcement
01 Dec 2017 05:57:28 PM AEM HOLDINGS LTD. AEM HOLDINGS LTD Share Buy Back - Daily Share Buy-Back Notice::Share Buy Back Announceme

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05 Apr 2018 14:50 - 05 Apr 2018 14:53 #24317 by Poh
Replied by Poh on topic AEM holdings
21 Dec 2017: AEM announced that it had received sales orders worth
S$100 million for delivery in 1H FY2018.

Guided for FY2018 of at least S$255 million in sales revenue and S$42 million in operating profit

1 Feb 2018: AEM announced sales orders in excess of S$115 million for delivery in 1H FY2018.

5 April 2018: AEM announced sales order of S$192 m for delivery in 2018. This is about 30% higher compared to 1Apr2017 orderbook.

Maintained guidance for FY2018 of at least S$255 million in sales revenue and S$42 million in operating profit
Last edit: 05 Apr 2018 14:53 by Poh.

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12 Apr 2018 09:35 #24329 by Kapitan
Replied by Kapitan on topic AEM holdings
AEM has continued to move up from the $6.00 support level! Best buying op was when it hit $5.50 when investor anxieties erupted over US-China trade war.

Emotionally it may have been hard to buy. But take courage from an objective point -- prior to the turbulence, several long-only institutional and family funds bought 4 million AEM shares at $6.10 a share from Orion Phoenix on 2 March 2018.

Assume these are long-term investors. Assume the stated transaction price is genuine (ie, no rebate under the table as may happen with some dubious counters).

Then, assume that at $6.10, these investors saw the potential for AEM to reach ..., say, $9 or $10 in ...., say, 1 or 2 years time. Great return!

On that basis, U can decide if $6.40 now is worth the risk.

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