AEM: Temasek Investment + New Customers = Pre-Cursor to Nasdaq Listing? Fair Value to 8 SGD
AEM remains a top pick as it digests the Temasek investment and gets ready to list on Nasdaq in 2022. Major new customer wins are likely as...
1.7k Views
Smartkarma Webinar | Singapore Investment Ideas
Join us on 11 August, 5pm SGT, when we talk to Nicolas Van Broekhoven about some of his favourite Singapore-based small- and mid-cap investment...
811 Views
The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
201 Views
AEM Holding: Aggressively Buying Their Own Stock; Historically Pre-Cursor to Strong Performance
AEM Holdings has been aggressively buying back stock in the last week. History teaches us this is a pre-cursor to strong share price performance...
908 Views
AEM: Temporary Weakness Creates Buying Opportunity Going into New Product Cycle as of 3Q21
AEM had a weaker quarter but it is very confident that a new growth cycle will start in 3Q21 well into 2022. New customer wins in 2022 could start...
658 Views