The Week That Was in ASEAN@Smartkarma - LREIT's Focussed, Berli Jucker, and AEM's Inventory Loss
The Past Week saw insights on Lendlease Global Commercial REIT, Berli Jucker (BJC TB), AEM (AEM SP), Airports of Thailand (AOT TB), and the...
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Preview AEM Holdings: Loss-Making Quarter Ahead For First Time in 10 Years
AEM will report its first loss-making quarter in 10 years. FY24 could bring back EPS to 0.40 SGD meaning the stock could appreciate 75% to reach 6...
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AEM Holding: Weak 1Q23 Not a Surprise, Hoping for Better FY24
AEM reported a weak 1Q23 which was not unexpected given earlier FY23 guidance of 500M revenues. Management remains steadfast in its long-term...
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AEM: 2023 Is a Transition Year, Back to 0.40 EPS in 2024
AEM reported record revenues and profits in FY22. The outlook for FY23 is weak as management thinks of it as a transition year.
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Overview of My Winners and Losers in 2022...And 5 High Conviction Ideas Going into 2023
Our FY22 vintage of High Conviction Ideas had its weakest performance since FY17. We hope for better returns for our commodity-focused FY23 selection.
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