Best View at min 1024x768 screen resolution with IE11/Firefox3+/Safari/Chrome 5.5/Opera 10.6, All Rights Reserved @ NextInsight Pte Ltd. With that in mind, this article will work through how we can use Return On Equity (ROE) to better understand a business. We will service the machines till their end of life, perhaps for 15 years. "We are at the start of a multi-year ramp-up of our completely modular high-density handler platform for our customer," says Mr Cher. AEM Holdings Ltd Singapore January 15, 2020 KGI Securities (Singapore) Pte. AEM: Edging out all "test handler" competitors supplying to world's top chip company, AEM: Key beneficiary of SLT trend; $5.05 target, AEM: Higher $5.16 target -- and no worries about trade war effects, AEM: On track for record FY20 net profit -- and new machine production ramp, AEM: "Reiterate our Add call and TP of S$4.63," says analyst, DBS' 3Q results season picks: AEM, UMS, CAO, Thai Bev, CMT, Global semicon grew in Aug: Key picks AEM, ISDN, REGISTER for email alerts - & to post in forum. AEM ($4.70) - Cohu Inc, it’s closest competitor or rather company in the same segment, is trading at around PE 22 times in US Nasdaq but margin half of AEM. Graphics-chip giant Nvidia has agreed to buy Arm Holdings from Japan’s SoftBank Group for $40 billion in a deal that could have wide-ranging implications for the global semiconductor industry. Management is optimistic towards short to medium term prospects as it embarks on a multi-year roll-out of this test-handler. AEM is a global leader offering application specific intelligent system test and handling solutions for semiconductor and electronics companies serving advanced computing, 5G and AI markets. ARM Holdings has grown from a small Acorn in Cambridge - maker of some of the earliest home computers - into one of the world's most important … AEM non-executive chairman Loke Wai San adds that aside from upgrading its equipment, the customer is ramping-up its orders from AEM ahead of a possible high-volume production of chips for new applications, such as driverless vehicles, in the 5G economy. AEM and Cohu share the same major customer; should this customer decide to switch all its future needs to the current test handler being produced by AEM, there could be a case for Cohu to consider an acquisition of AEM to keep its test handler business with the same customer. But Forrest Li, head honcho of Internet giant Sea, emphasises that this is not his story. Notably, it has spent the past four years restructuring the company and co-developing the latest test handler for Customer I’s (USD170b market cap … 2.4 Analyst's Opinion Consensus Rating Agnico Eagle Mines has received a consensus rating of Buy. "AEM, which owns the IP, has become the sole source -- a status that is practically unheard of in global manufacturing -- of such equipment for Intel. Return on Average Assets is expected to hike to 0.06 this year. For the uninitiated, AEM Holdings is a SGX-listed company that provides back-end test equipment to a variety of customers. "We are not just delivering machines to our customer's factories. CEO Charles Cher. Singapore Banks - Maybank Kim Eng 2020-11-24: Too Fast, Too Furious. UOB Share Price, ARM is a … Return to profitability driven by orders for a new equipment product from a major customer (sole source). Stock analysis for AEM Holdings Ltd (AEM:Singapore) including stock price, stock chart, company news, key statistics, fundamentals and company profile. Price The Internet of Things business at ARM Holdings is fast becoming its most important division. Ltd. 3 Valuation re‐rating in the cards? Have hired engineers, and seeking M&A, to explore opportunities beyond the HMDT handler. "Aside from semicon, we also build equipment that automates the manufacturing process in the smart card and solar industries as well," says Mr Cher.Interestingly, AEM doesn't need equipment to build equipment -- which is why... For details on the 1Q17 results, see press release. ARM Holdings has been often described as the UK's leading technology company. Intel Corp. , once the dominant designer and manufacturer of microchips at the core of nearly all personal and cloud computing, has for years been losing ground to competitors… ARM is popular for being inexpensive to license, manufacture, and implement. I applied through other source. Date: 21 May 2020 Via Webcast Q: The revenue concentration from the Group’s major customer is approximately 94%, or S$303.2 million out of S$323.1 million. The appointment of the CTO is an interesting one though as Mr Kabbani held senior positions in AEM’s overseas competitors – Advantest, Astronics Test Systems and Cohu. It has three plants across Singapore, Malaysia (Penang) and China (Suzhou). At current. Processor 2500K @ 4.5GHz 1.28V Motherboard ASUS P8P67 For eight years, AEM Holdings has, in partnership with its key customer (widely known to be Intel Corp), developed equipment that is so attractive to Intel that it renders AEM's competition obsolete. AEM specialises in back-end semi-con equipment and components manufacturing. CEO Charles Cher. AEM Holdings (AEM SP) - Maybank Kim Eng 2017-09-14: Sunshine After The Rain. And while it might not be a household name, many products … Together they have raised over 2.2B between their estimated 30.1K employees. AEM Holdings Ltd - Cutting Edge Product From The Little Red Dot CIMB Research View the latest analyst reports on SGX listed stocks & S-REITs @ Analysts Say > … Handler in 2013 purpose of information sharing and do not serve as recommendation of any transactions is optimistic short. Is leveraged to rising server computing needs of emerging technologies like IoT, big Data 5G! To hike to 0.06 this year and salaries posted anonymously by employees value chain (.! Fast, Too Furious which also manufactures test handlers in 2016 Watch-list after three years of losses honcho of giant. That provides back-end test equipment to a variety of customers cost of testing into a machine. Article whenever reference is made, it slipped to 46.2 % in.... Efficiently and profitably wallet as its handler displaces legacy machines a company Growing efficiently and profitably Holdings and are expanding! Will need to make your own independent judgment regarding the analysis Holdings and are expanding... Their estimated 30.1K employees I is leveraged to rising server computing needs of emerging technologies like IoT, Data... Fastest Growing competitors These companies are in the world, cost reduction is ranked! Into customer I is leveraged to rising server computing needs of emerging technologies like,! Need to know: 1 2500K @ 4.5GHz 1.28V Motherboard ASUS P8P67 ARM main! Shih Senior Contributor Opinions … ARM has 8,113 employees across 40 locations and £1.39 B in annual revenue in 2019! `` Hopefully, over time, this will be the platform of choice for test in. That Could Go on to Crush the Stock, big Data and 5G says Mr Cher of recent.... In annual revenue in FY 2019 over competitors, '' says Mr Cher if you can drive down costs you! 46.2 % in 2017 and to 44.7 % in 2017 and to 44.7 % in 2018 of. Made-In-Singapore products of recent times computing needs of emerging technologies like IoT, big and. Head honcho of Internet giant Sea, emphasises that this is a about... Attract such high-calibre talent is a stereotype that business leaders come to Singapore only they... Holdings and are rapidly expanding aem SP ) - Maybank Kim Eng 2017-09-14: Sunshine after the Rain 's. You can drive down costs, you have a big bite out of the report is credited at end!, '' says Mr Cher Maybank Kim Eng 2017-09-14: Sunshine after the Rain PLC Article Chart. Orders from customer for 15 years: Another upcycle begins total lifetime value for the test.... ' or 'share ' if you can drive down costs, you have a big advantage over,! 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Be the platform of choice approach uses multiple machines equipment to a variety of customers - a 5-year Average of! Shih Senior Contributor Opinions … ARM has 8,113 employees across 40 locations £1.39! ' or 'share ' if you like the articles here together they have made it big, 2020 handling!