Semiconductor Materials and Equipment

AEM SGD

JPMorgan Acquires 1.07 Million Shares of Yongke, Becoming a Significant Shareholder

AEM released FY2025 Q4 earnings on February 25, 2026 (SGT) with actual revenue of SGD 111.8 M and EPS of SGD 0.0412

AEM released FY2025 Annual Earnings on February 25, 2026 (SGT), actual revenue SGD 399.34 M (forecast SGD 387.61 M), actual EPS SGD 0.0535 (forecast SGD 0.025)

AEM released FY2025 9 Months Earnings on November 12, 2025 (SGT) with actual revenue of SGD 287.54M and EPS of SGD 0.0021

AEM released FY2025 Q3 earnings on November 12, 2025 (SGT) with actual revenue of SGD 97.28 M and EPS of SGD 0

AEM released FY2025 Q2 earnings on August 13 Pre-Market (SGT), actual revenue SGD 104.23 M, actual EPS SGD 0

AEM released FY2025 Semi-Annual earnings on August 13 Pre-Market (SGT), actual revenue SGD 190.26 M (forecast SGD 190 M), actual EPS SGD 0.0098

AEM to Release FY2025 Semi-Annual Earnings on August 13, 2025 (SGT), Forecast Revenue SGD 174 M

AEM released FY2025 Q1 earnings on May 13, 2025 (SGT) with actual revenue of SGD 86.03 M and EPS of SGD 0.0106

AEM released FY2024 Q4 earnings on February 27 (SGT) with actual revenue of 132.61 M SGD and EPS of 0.0368 SGD

AEM released FY2024 Annual Earnings on February 27 (SGT), actual revenue 380.41 M SGD (forecast 364.4 M SGD), actual EPS 0.0365 SGD (forecast 0.0294 SGD)

AEM released FY2024 Q3 earnings on November 12 (SGT) with actual revenue of 74,218,000 and EPS of -0.0029

AEM released FY2024 9 Months Earnings on November 12 (SGT) with actual revenue of 247,798,000 and EPS of 0

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William Tng from CGS International reaffirmed a Buy rating on AEM Holdings Ltd., raising the target price to S$14.79 due to strong 1Q26 results and upgraded guidance. The earnings recovery is accelerating, driven by solid revenue growth and confidence from management. Tng highlights a growing addressable market and demand from key clients, while also raising earnings forecasts. DBS also maintains a Buy rating with a S$11.80 target.

- Analyst William Tng of CGS International reiterates a buy rating for AEM Holdings Ltd., raising the target price to 14.79 SGD due to the company's better-than-expected Q1 2026 performance and upgraded guidance.  
- Tng cites strong revenue growth, robust profit margins, and confidence from management, highlighting a large and expanding addressable market driven by demand from key AI/HPC clients and recovering PC/ODM orders.  
- Additionally, DBS maintains a buy rating with a target price of 11.80 SGD for AEM Holdings Ltd. in a separate report.

Tip Ranks

Aztech Global

AEM: Buy Rating Reaffirmed as Earnings Recovery Accelerates and Target Price Raised to S$14.79

AEM has surpassed DBS as the top traded stock in Singapore, with S$47.3 million in shares traded compared to DBS's S$45.6 million. AEM's shares rose 7.8% to S$10.68 amid a tech stock rally. Analysts attribute the surge to high demand for AI-related chips and a partnership with ASE Technology. Other tech stocks like CSE Global also saw significant gains, reflecting a strong performance in the sector despite broader market challenges.

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

Maybank analyst maintained a Buy rating on AEM Holdings Ltd. today and set a price target of S$11.48.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Currently, the analyst consensus on AEM Holdings Ltd. is a Strong Buy with an average price target of S$9.53.

AEM Holdings Ltd. (AWX) Receives a Buy from Maybank

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Shares of AEM Holdings surged over 13% following a significant increase in Q1 net profit, which rose to S$14.3 million from S$3.3 million year-on-year. The company also raised its FY2026 revenue guidance by 20% to between S$550 million and S$600 million. Analyst Amanda Tan maintained a 'buy' rating and increased the target price to S$11.80. AEM's stock has soared over 400% year-to-date, driven by strong demand in the semiconductor testing market and expected earnings upgrades.

Direxion Semicon Bull 3X

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

On May 14, several companies reported significant developments affecting their stock trading. Keppel Infrastructure Trust (KIT) saw a 17.3% drop in Q1 distributable income to S$53.7 million. ComfortDelGro (CDG) reported a 16.1% decline in net profit to S$40.5 million, despite a 5% revenue increase. AEM's net profit surged over fourfold to S$14.3 million, prompting a 20% revenue guidance increase. Food Empire's revenue rose 16.9% to US$159.7 million, and Centurion's revenue increased by 29.5% to S$89.4 million. SingPost's net profit fell 81.5% to S$41.2 million, while CNMC Goldmine plans to appeal higher royalty rates.

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Stocks to watch: KIT, CDG, AEM, Food Empire Centurion, SingPost, CNMC

William Tng from CGS International has maintained a Buy rating on AEM Holdings Ltd. with a price target of S$10.15, while the shares currently close at S$7.42. Tng, a 5-star analyst, has an average return of 23.8% and a 73.02% success rate. The analyst consensus for AEM Holdings Ltd. is Strong Buy, with a price target consensus of S$7.92, indicating a 6.74% upside. DBS also supports a Buy rating with a price target of S$8.90.

- William Tng of CGS International maintained a "buy" rating for AEM Holdings Ltd. with a target price of 10.15 SGD, while the stock closed at 7.42 SGD.  
- Tng, a five-star analyst on TipRanks, has an average return of 23.8% and a success rate of 73.02%, focusing on stocks like AEM Holdings Ltd. and UMS Integration.  
- The analyst consensus for AEM Holdings Ltd. is a strong buy, with a target price consensus of 7.92 SGD, indicating a potential upside of 6.74% from current levels.

DBS Group

CGS International Remains a Buy on AEM Holdings Ltd. (AWX)

DBS analyst Amanda Tan has maintained a Buy rating on AEM Holdings Ltd. (AWX) with a price target of S$8.90. Tan, who focuses on the Technology sector, has an average return of 59.8% and a 73.33% success rate on her stock recommendations. Additionally, CGS International also reiterated a Buy rating for AEM Holdings with a higher price target of S$10.15 in a report released on April 25.

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AEM Holdings Ltd. (AWX) Gets a Buy from DBS

Analyst William Tng from CGS International has raised the price target for AEM Holdings Ltd. to S$10.15 from S$4.86, maintaining a Buy rating. This adjustment is based on a strong earnings upcycle and a diverse customer base, including partnerships with ASE Technology and new AI clients. Tng anticipates an 83% EPS CAGR from FY25-28, justifying the stock's re-rating. He notes potential risks such as order delays and macroeconomic challenges. DBS also maintains a Buy rating with a S$4.60 target.

William Tng Raises AEM Price Target to S$10.15 and Reiterates Buy on Strong Earnings Upcycle and AI-Driven Growth

AEM SGD(AWX.SG)