AEM Holdings: More Short-Term Pain; Highly Attractive Valuation for Long-Term Investors
AEM posted a very weak quarter. Business should improve dramatically by FY25. Long-term investors should accumulate aggressively on current weakness.
538 Views
AEM: Cautious Guidance, but AI Exposure Highlighted and Company Could Benefit from Trump Re-Election
AEM has had a horrific start to FY24. Inventory issues, CFO and COO departures, and a weak business outlook. FY24 guidance was weak and visibility...
405 Views
AEM: When Inventory Fell off the Truck On the Way to Penang...
AEM's credibility with investors took a blow when it reported that some of its inventory "fell off the truck" during transport from Singapore to...
668 Views
Overview of My Winners and Losers in 2021... And 5 High Conviction Ideas Going Into 2022
2021's vintage of 5 High Conviction Ideas did extremely well led by star performer Pc Partner. Our new selection for 2022 will hopefully have some...
1.3k Views
The Week That Was in ASEAN@Smartkarma - Prodia Ready, AEM, and Vinfast
The past week saw insights on Prodia (PRDA IJ) after a management call and AEM (AEM SP) post-management changes, with some economic commentary on...
149 Views