To The Moon

What financial metrics can indicate to us that a company is maturing or even in decline? Businesses in decline often...

What financial metrics can indicate to us that a company is maturing or even in decline? Businesses in decline often...

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.

The latest analyst coverage could presage a bad day for CapitaLand Investment Limited ( SGX:9CI ), with the analysts...

Last week's profit announcement from Seatrium Limited was underwhelming for investors, despite headline numbers being robust. We think that the market might be paying attention to some underlying factors that they find to be concerning.SGX:5E2 Earnings and Revenue History February 27th 2025. To properly understand Seatrium's profit results, we need to consider the S$79m gain attributed to unusual items. While it's always nice to have higher profit, a large contribution from unusual items sometimes dampens our enthusiasm. When we crunched the numbers on thousands of publicly listed companies, we found that a boost from unusual items in a given year is often not repeated the next year. And, after all, that's exactly what the accounting terminology implies. Seatrium had a rather significant contribution from unusual items relative to its profit to December 2024. As a result, we can surmise that the unusual items are making its statutory profit significantly stronger than it would otherwi