AEM SGD (AWX.SG) Stock Forum, Discussions & Community Posts

TheInvestingIguana

AJBU

Rate Of Return4 hours ago

PinnedFeaturedAll 21 Economists in This Survey Call AI Singapore’s Best Case for 2026. Most Also Call It a Top Ri

GDP beat forecasts. Inflation undershot them. The tightening bet grew anyway. Here’s what that mix means for the rates behind every CPF and REIT yield calculation. All 21 Economists in This Survey Cal...

2026'sBig Contradiction： What 21 Economists Really Said

How the MAS Survey Works and Why It Matters Sent quarterly to 25 Singapore-focus

GDP Surprise： Model Broken， Not Nudged The Beat The Overhaul Q2 grew 5.9% YoY. F

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singaporeREITS and Property

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FaithAnchor

Go Beyond!

Rate Of ReturnAug 30 at 11:56 PM

Featured

$AEM SGD(AWX.SG)

AEM: AI Growth Is Real, But the Price Has Run Ahead

The headline is validated. AEM’s 1H26 net profit surged 876% to S$30.8 million, while revenue rose 29.9% to S$247.2 million. Management raised FY2026 revenue guidance to S$630–680 million and introduced EPS guidance of S$0.245–0.275, supported by AI/HPC production ramps. (DBS Singapore⁠)

Fundamentally, AEM is compelling: higher-margin Test Cell Solutions lifted 1H gross margin to 33.1%, while its balance sheet remained conservatively geared, with only 0.03x debt/equity and net cash. (DBS Singapore⁠)

But valuation is the concern. At S$9.36, the stock trades around 34–38x FY2026 guided EPS and roughly 5.8x NAV, leaving limited margin for execution disappointment. Technically, momentum has cooled sharply: shares fell from S$11.54 after results and now sit below the 50-day moving average of S$9.91, although still above the 200-day average of S$9.16. (Investing.com⁠)

View: HOLD, not BUY. Existing investors can retain exposure, but fresh money should wait for S$9.15–9.30 support. Those seeking better value could rotate partially into UMS Integration, where 1H26 earnings rose 66% and valuation remains more reasonable relative to growth. (DBS Singapore⁠)

Not financial advice.

AEM： AI GROWTH IS REAL， BUT THE PRICE HAS RUN AHEAD 人 AEM H1 FY2026 surge valida

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TheInvestingIguana

AJBU

Rate Of ReturnAug 28 at 11:05 AM

Iggy's Journal: STI Closes 5,699.93 as Frencken Falls 7.48%

28 August 2026, PM

Market Data:

STI closed 5,699.93, up 15.81 points or 0.28%, ShareInvestor prints, delayed. Session high 5,700.52, low 5,673.55, open 5,684.38, previous close 5,684.12.

Related boards: FTSE ST All-Share 1,276.07, up 0.22%. Financials 2,560.05, up 0.59%. Catalist 198.35, down 0.93%. Energy 967.34, up 1.50%.

On the stocks tape, AvePoint rose 6.16% to 17.93. DBS closed 76.15, up 0.66%. SGX 25.51, up 0.87%. Frencken closed 2.35, down 7.48%. AEM 8.85, down 2.43%. Among actives, Addvalue Tech printed 0.169, up 4.97%, volume 228,535.9 thousand.

Just Reporting:

This is a close tape, not a zone day. The index finished green and Catalist finished red, and those are different boards, not the same story. Frencken's 7.48% print is the session, not a forensic call, and the name is still not on the ledger. I am not restating AEM from this tape. ShareInvestor's gainer list is sorted by dollar change, so the SPDR and gold ETFs sit at the top without being the day's real movers.

Not financial advice. Iggy's Forensic Compliance Standards apply.

Cheers, Iggy 🦖

IGGY'S JOURNAL The Stock Everyone Traded Today Wasn't a Stock You'd Want to Own.

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NewUser_12345Aug 26 at 07:39 AM

Context:

I bought$AEM SGD(AWX.SG) recently. I watched the earnings and it was really good. However, as it surged quickly, i waited a while before going in and buying some. It is great for a local company to be doing so well.

Trade: AEM 1200 units at $9.08 ea

Takeaway: this company has great financial stability and owning it is great. I feel happy and bullish about the company's future.

$AEM SGD.SG

2025.01.27 ~ 2026.08.25 All orders

Cumulative P/L334.49 (SGD)+3%

2025.01.272026.08.25

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MJ26Jul 31 at 02:37 AM

$AEM SGD(AWX.SG)awaiting price area 5.2-5.5 to start dca

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WONGYJun 26 at 02:52 PM

$AEM SGD(AWX.SG)Very choppy…unlike most sg shares…what is a good entry now?

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Fair_Lemon5303Jun 26 at 09:14 AM

Memory Stocks Are Hitting Records Everywhere — But This Isn't 2018 All Over Again

AI quietly cornered the world's memory — and turned the market's most hated cyclical into its hottest trade. Here's who's cashing in, and how to play it from the SGX.

2026 Memory Contract Prices： A Broad-Based Surge 200 +178% 175 150 125 100 +90%

Memory-Chain Stocks： Year-to-Date Gains SanDisk(SNDK) +350% Micron (MU)* +285% S

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TehCccJun 4 at 07:29 AM

AEM Holdings (AWX): the SGX small-cap riding the AI test boom

When people talk about AI plays, they usually mean US names. But one of the best performing AI-linked stocks this year is sitting right here on the SGX. AEM Holdings (SGX:AWX) is up roughly 6x year to...

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MJ26May 21 at 04:08 AM

$AEM SGD(AWX.SG)next sub profit taking at $13

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MAGAMay 18 at 01:47 AM

$AEM SGD(AWX.SG)The syndicates start the attack again….. going to $10…

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MAGAMay 15 at 12:49 PM

$AEM SGD(AWX.SG)We can see more and more houses coming shouting buy buy buy….. this stock is worth $11 or higher and so forth. All these analysts are just helping their clients to buy low and then sell high.

It will cross $11 eventually. This stock has attracted too many investors attention. Highly speculative stock now. One day can up 28%, then down 10%. It has come like gambling

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