reports
- John Cheong Ming Chern
Technology – Singapore: Expect Earnings Weakness From Industry Headwin...
We expect earnings weakness for tech manufacturing stocks in 2Q23, due to weaker global demand for electronic goods and inventory destocking. Pure semiconductor names (AEM, UMS) should deliver weaker earnings due to a slowdown in the semiconductor cycle. On the other hand, stocks with a diverse customer base will not be spared from the general economic slowdown (Venture, Frencken). Aztech is the only BUY under our coverage. We have a SELL rating on AEM and Nanofilm.
- John Cheong Ming Chern
AEM Holdings Ltd: 1 director
A director at AEM Holdings Ltd sold 495,400 shares at 3.497SGD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearl...
- Desmond Chong Chee Wai
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Kampon Akaravarinchai
- Ken Lee
- Kitpon Praipaisarnkit
- Kochakorn Sutaruksanon
- Limartha Adhiputra
- Llelleythan Tan Tan
- Malaysia Research Team
- Vincent Khoo Boo Aik
Regional Morning Notes - Monday, May 15, 2023
GREATER CHINA Update BYD Company (1211 HK/BUY/HK$260.10/Target: HK$590.00): Takeaways from investor conference; maintain BUY. INDONESIA Shariah Gems Conference Highlights Semen Indonesia (SMGR IJ/BUY/Rp5,900/Target: Rp9,200): On track for potential 30.9% yoy NPAT growth. MALAYSIA Shariah Gems Conference Highlights UMW Holdings (UMWH MK/HOLD/RM3.79/Target: RM3.80): While a base normalisation from the automobile segment could be in sight for 2H23, the group’s strong orderbook backlog alongside a...
CPF CHAROEN POKPHAND FOODS PUBLIC CO. LTD.
002594 BYD COMPANY LIMITED CLASS A
AWX AEM HOLDINGS
Y92 THAI BEVERAGE PUBLIC CO. LTD.
CENTEL CENTRAL PLAZA HOTEL
1211 BYD COMPANY LIMITED CLASS H
AOT AIRPORTS OF THAILAND PUBLIC CO. LTD.
UMWH UMW HOLDINGS BHD
FEH FOOD EMPIRE HOLDINGS LTD
AEM AEM HOLDINGS LTD
SFPTECH SFP TECH HOLDINGS BERHAD
SMGR SEMEN INDONESIA PERSERO TBK
- John Cheong Ming Chern
- Jonathan Koh
- Llelleythan Tan Tan
Singapore Daily - Tuesday, February 28, 2023
KEY HIGHLIGHTS Results AEM Holdings (AEM SP/HOLD/S$3.05/Target:S$2.78): 2022: Earnings miss expectations slightly; reveals conservative guidance. Raffles Medical Group (RFMD SP/BUY/S$1.50/Target:S$1.85): 2022: Exceptional year in Singapore, China next. United Hampshire US REIT (UHU SP/BUY/US$0.515/Target: US$0.71): 2H22: Strip centres at the forefront of retail recovery. TRADERS’ CORNER Best World International (BEST SP): Trading Buy Parkway Life REIT (PREIT SP): Trading Buy
AEM HOLDINGS receives a double requalification that leads to a downgra...
AEM HOLDINGS (SG), a company active in the Industrial Machinery industry, sees its general evaluation downgraded to Neutral on account of a double requalification. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour has also deteriorated and is evaluated as moderately risky. theScreener believes that the loss of a star(s) and the increased risk justifies the general evaluation downgrade, which passes to Neutral. A...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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