AEM's Valuations Remain High as It Diversifies Customers -- Market Talk

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AEM's Valuations Remain High as It Diversifies Customers -- Market Talk

Dow Jones03-03

0343 GMT - It is still too early to buy AEM as valuations remain high, says Maybank Securities analyst Jarick Seet writes in a note. The semiconductor solutions provider is in the midst of diversifying away from its key customer, and revenue from new customers will likely exceed S$100 million in 2025, he says. The company's revenue from its key customers is expected to drop, as its already won in 2025 orders in 4Q for inventory management purposes, he adds. However, management remains optimistic for a stronger 2H as certain products for new customers are likely to ramp up in late 2025, he says. Maybank lowers the stock's target price to S$1.07 from S$1.10, while maintaining a sell rating. Shares are up 1.5% at S$1.34.(amanda.lee@wsj.com)

(END) Dow Jones Newswires

March 02, 2025 22:43 ET (03:43 GMT)

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BK99
·03-13
Rubbish report
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However, management remains optimistic for a stronger 2H as certain products for new customers are likely to ramp up in late 2025, he says. Maybank lowers the stock's target price to S$1.07 from S$1.10, while maintaining a sell rating. Shares are up 1.5% at S$1.34.(amanda.lee@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 02, 2025 22:43 ET (03:43 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AEM's Valuations Remain High as It Diversifies Customers -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAEM's Valuations Remain High as It Diversifies Customers -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-03 11:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0343 GMT - It is still too early to buy AEM as valuations remain high, says Maybank Securities analyst Jarick Seet writes in a note. The semiconductor solutions provider is in the midst of diversifying away from its key customer, and revenue from new customers will likely exceed S$100 million in 2025, he says. The company's revenue from its key customers is expected to drop, as its already won in 2025 orders in 4Q for inventory management purposes, he adds. However, management remains optimistic for a stronger 2H as certain products for new customers are likely to ramp up in late 2025, he says. Maybank lowers the stock's target price to S$1.07 from S$1.10, while maintaining a sell rating. Shares are up 1.5% at S$1.34.(amanda.lee@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 02, 2025 22:43 ET (03:43 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1169590202.USD","symbol_name":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2516576262","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2516576262","pubTimestamp":1740973380,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0343 GMT - It is still too early to buy AEM as valuations remain high, says Maybank Securities analyst Jarick Seet writes in a note. 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The semiconductor solutions provider is in the midst of diversifying away from its key customer, and revenue from new customers will likely exceed S$100 million in 2025, he says. The company's revenue from its key customers is expected to drop, as its already won in 2025 orders in 4Q for inventory management purposes, he adds. However, management remains optimistic for a stronger 2H as certain products for new customers are likely to ramp up in late 2025, he says. Maybank lowers the stock's target price to S$1.07 from S$1.10, while maintaining a sell rating. Shares are up 1.5% at S$1.34.(amanda.lee@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 02, 2025 22:43 ET (03:43 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"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,"code":"91000000","status":"200"},"commentList":[{"id":413166356377672,"gmtCreate":1741838248226,"gmtModify":1741844102337,"author":{"id":"3582154836923956","authorId":"3582154836923956","name":"BK99","avatar":"https://community-static.tradeup.com/news/135c1133415675c1298dfbb871606910","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3582154836923956","authorIdStr":"3582154836923956"},"htmlText":"Rubbish report","listText":"Rubbish report","text":"Rubbish report","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/413166356377672","repostId":2516576262,"repostType":2,"repost":{"id":"2516576262","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1740973380,"share":"https://ttm.financial/m/news/2516576262?lang=&edition=full_marsco","pubTime":"2025-03-03 11:43","market":"sh","language":"en","title":"AEM's Valuations Remain High as It Diversifies Customers -- Market Talk","url":"https://stock-news.laohu8.com/highlight/detail?id=2516576262","media":"Dow Jones","summary":"0343 GMT - It is still too early to buy AEM as valuations remain high, says Maybank Securities analyst Jarick Seet writes in a note. The semiconductor solutions provider is in the midst of diversifying away from its key customer, and revenue from new customers will likely exceed S$100 million in 2025, he says. The company's revenue from its key customers is expected to drop, as its already won in 2025 orders in 4Q for inventory management purposes, he adds. However, management remains optimistic for a stronger 2H as certain products for new customers are likely to ramp up in late 2025, he says. Maybank lowers the stock's target price to S$1.07 from S$1.10, while maintaining a sell rating. Shares are up 1.5% at S$1.34.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0343 GMT - It is still too early to buy AEM as valuations remain high, says Maybank Securities analyst Jarick Seet writes in a note. The semiconductor solutions provider is in the midst of diversifying away from its key customer, and revenue from new customers will likely exceed S$100 million in 2025, he says. The company's revenue from its key customers is expected to drop, as its already won in 2025 orders in 4Q for inventory management purposes, he adds. However, management remains optimistic for a stronger 2H as certain products for new customers are likely to ramp up in late 2025, he says. Maybank lowers the stock's target price to S$1.07 from S$1.10, while maintaining a sell rating. Shares are up 1.5% at S$1.34.(amanda.lee@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 02, 2025 22:43 ET (03:43 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AEM's Valuations Remain High as It Diversifies Customers -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAEM's Valuations Remain High as It Diversifies Customers -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-03-03 11:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0343 GMT - It is still too early to buy AEM as valuations remain high, says Maybank Securities analyst Jarick Seet writes in a note. The semiconductor solutions provider is in the midst of diversifying away from its key customer, and revenue from new customers will likely exceed S$100 million in 2025, he says. The company's revenue from its key customers is expected to drop, as its already won in 2025 orders in 4Q for inventory management purposes, he adds. However, management remains optimistic for a stronger 2H as certain products for new customers are likely to ramp up in late 2025, he says. Maybank lowers the stock's target price to S$1.07 from S$1.10, while maintaining a sell rating. Shares are up 1.5% at S$1.34.(amanda.lee@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 02, 2025 22:43 ET (03:43 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","SG9999001069.SGD":"UOB UNITED ASIA PACIFIC GROWTH (SGD) ACC","CUBI":"Customers Bancorp Inc.","BK6515":"技术设备股","LU1223083913.SGD":"Schroder ISF Global Gold A Acc SGD-H","BK4017":"黄金","LU0498741114.HKD":"FRANKLIN GOLD & PRECIOUS METALS \"A\" (HKD) ACC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK6063":"半导体设备","LU0496367417.USD":"富兰克林黄金和贵金属A（acc）","AWX.SI":"永科","LU1223082196.USD":"施罗德环球黄金A Acc","LU0498741890.SGD":"FTIF - Franklin Gold and Precious Metals A (acc) SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4211":"区域性银行","SG9999001143.SGD":"United Gold and General A Acc SGD","AEM":"伊格尔矿业"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2516576262","content_text":"0343 GMT - It is still too early to buy AEM as valuations remain high, says Maybank Securities analyst Jarick Seet writes in a note. The semiconductor solutions provider is in the midst of diversifying away from its key customer, and revenue from new customers will likely exceed S$100 million in 2025, he says. The company's revenue from its key customers is expected to drop, as its already won in 2025 orders in 4Q for inventory management purposes, he adds. However, management remains optimistic for a stronger 2H as certain products for new customers are likely to ramp up in late 2025, he says. Maybank lowers the stock's target price to S$1.07 from S$1.10, while maintaining a sell rating. Shares are up 1.5% at S$1.34.(amanda.lee@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 02, 2025 22:43 ET (03:43 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}