Brokers' take: DBS raises target price for AEM to S$6.04 on higher revenue estimates

businesstimes2021-11-25

DBS Group Research raised its target price for semiconductor equipment maker AEM Holdings to S$6.04 from S$4.98 previously, as it expects to see an upside in the company's revenue due to higher ...

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精彩评论

TMENG88
2021-12-14
TMENG88
Nice 👍
new investor
2021-11-29
new investor
Good! Shall grow more than expectation
Juliantotans
2021-11-26
Juliantotans
Yeah, go up and up
- Juliantotans:
  ok
GC1503
2021-11-26
GC1503
Holding my share since last year. It pays off holding this counter
Erikku
2021-11-25
Erikku
Shit I just sold it[开心]
Tiongwee
2021-11-25
Tiongwee
Ok

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href=https://www.businesstimes.com.sg/stocks/brokers-take-dbs-raises-target-price-for-aem-to-s604-on-higher-revenue-estimates><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DBS Group Research raised its target price for semiconductor equipment maker AEM Holdings to S$6.04 from S$4.98 previously, as it expects to see an upside in the company's revenue due to higher ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/brokers-take-dbs-raises-target-price-for-aem-to-s604-on-higher-revenue-estimates\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AWX.SI","symbol_name":"永科","start_time":0,"source_url":"https://www.businesstimes.com.sg/stocks/brokers-take-dbs-raises-target-price-for-aem-to-s604-on-higher-revenue-estimates","article_id":"1162805432","we_media_id":null,"thumbnails":[],"rights":{"source":"lsy1607307803821","url":"https://www.businesstimes.com.sg/stocks/brokers-take-dbs-raises-target-price-for-aem-to-s604-on-higher-revenue-estimates","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1162805432","pubTimestamp":1637817695,"sourceInfo":{"source_id":"lsy1607307803821","name":"The Business Times"},"weMediaInfo":null,"summary":"DBS Group Research raised its target price for semiconductor equipment maker AEM Holdings to S$6.04 ","collect":0,"end_time":0,"defaultTopTitle":"businesstimes.com.sg","property":[],"viewcount":null,"language":"en","relate_stocks":{"AWX.SI":"永科"},"translate_title":"券商观点：星展银行将AEM的目标价上调至6.04新元，原因是收入预期较高","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AWX.SI":0.9},"content_text":"DBS Group Research raised its target price for semiconductor equipment maker AEM Holdings to S$6.04 from S$4.98 previously, as it expects to see an upside in the company's revenue due to higher spending from its key customer and additional revenue streams from new customers.\nIn a research note on Thursday (Nov 25), analysts Chung Wei Le and Ling Lee Keng maintained \"buy\" on the stock, noting that the mainboard-listed company's share price has risen quickly, and has been consolidating near their previous target price of S$4.98 since it released its Q3 results on Nov 10.\nAEM posted a4.3 per cent fall in net profitto S$23.3 million for its third quarter ended Sep 30, from S$24.3 million a year ago.\nBut it also reported a higher sequential quarter-on-quarter revenue in Q3 FY2021 of S$146.2 million from S$112 million, on the back of ramped-up volume for its next-generation system level testing handlers and peripheral tools.\nThe analysts raised their estimates for AEM's earnings by 11 per cent for FY2022 and 16 per cent for FY2023 on expected higher spending by key customer, semiconductor manufacturer Intel, and additional revenue streams from new customers.\nNoting that Intel has projected a capital expenditure of US$25 billion to US$28 billion in 2022 with potential for further growth in subsequent years, the analysts are optimistic that this will translate into higher revenues for AEM in FY2022 and FY2023.\nThe research team is raising its revenue estimates for AEM by 9 per cent for both FY2022 and FY2023.\nAEM has also made \"significant progress\" on its technical engagements with 10 out of the top 20 semiconductor companies, said the analysts, adding that it expects to report meaningful revenue contributions from these tie-ups from the second half of FY2022.\nIn addition, DBS highlighted that AEM has been selected as the system level testing solution provider for one of the industry's leading memory integrated device manufacturers.\nTaken together, the research team estimated that these engagements will contribute 5 to 10 per cent of AEM's FY2022 revenue.\nTherefore, to reflect the semiconductor industry's strong momentum and positive developments, the analysts have raised their target price to S$6.04. This comes as they raised their price-to-earnings estimates for FY2022, which have been pegged at 15 times, up from 13.7 times previously.\nShares of AEM were trading S$0.11 or 2.2 per cent higher at S$5.06 as at the midday break on Nov 25.","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":607993336,"gmtCreate":1639468829317,"gmtModify":1639468829880,"author":{"id":"3568810226950152","authorId":"3568810226950152","name":"TMENG88","avatar":"https://static.tigerbbs.com/2bb3f8172672ef6aad545e2729ee93b4","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"Nice 👍&nbsp;","listText":"Nice 👍&nbsp;","text":"Nice 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607993336","repostId":1162805432,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":600280500,"gmtCreate":1638157158359,"gmtModify":1638157158359,"author":{"id":"3583981851963877","authorId":"3583981851963877","name":"new investor","avatar":"https://static.tigerbbs.com/ebee6214181bd2ec3136cb7f561c961e","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good! Shall grow more&nbsp;than expectation","listText":"Good! Shall grow more&nbsp;than expectation","text":"Good! Shall grow more than expectation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600280500","repostId":1162805432,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":877822852,"gmtCreate":1637916485728,"gmtModify":1637916518846,"author":{"id":"3579167848320394","authorId":"3579167848320394","name":"Juliantotans","avatar":"https://static.tigerbbs.com/8ef95ca83ff749e3e3273525996642c1","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"Yeah, go up and up","listText":"Yeah, go up and up","text":"Yeah, go up and up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877822852","repostId":1162805432,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6740892,"gmtCreate":1637976165443,"gmtModify":1637976165529,"authorId":3579167848320394,"author":{"id":3579167848320394,"authorId":3579167848320394,"name":"Juliantotans","avatar":"https://static.tigerbbs.com/8ef95ca83ff749e3e3273525996642c1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":877822852,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"CN"},{"id":877302787,"gmtCreate":1637884978557,"gmtModify":1637884978557,"author":{"id":"3582008281706493","authorId":"3582008281706493","name":"GC1503","avatar":"https://static.tigerbbs.com/fb9dc1f91f7f5700263d6be28d0d8589","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"Holding my share since last year. It pays off holding this counter","listText":"Holding my share since last year. It pays off holding this counter","text":"Holding my share since last year. It pays off holding this counter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877302787","repostId":1162805432,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":874476745,"gmtCreate":1637817887881,"gmtModify":1637817887881,"author":{"id":"3581305621743723","authorId":"3581305621743723","name":"Erikku","avatar":"https://static.tigerbbs.com/294b2fdf23d2efd60a7c0694ef8e548c","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Shit I just sold it[开心]&nbsp;","listText":"Shit I just sold it[开心]&nbsp;","text":"Shit I just sold it[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874476745","repostId":1162805432,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":874476552,"gmtCreate":1637817828343,"gmtModify":1637817828476,"author":{"id":"3573775111920367","authorId":"3573775111920367","name":"Tiongwee","avatar":"https://static.tigerbbs.com/e90910e406e67c77f42e225b16b69020","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874476552","repostId":1162805432,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":32,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1162805432"}