AEM Holdings May Have to Wait for Meaningful Earnings Recovery -- Market Talk

Dow Jones

Aug 21, 2025

0712 GMT - AEM Holdings may have to wait for a meaningful earnings recovery after reporting a loss in 2Q, says CGS International's William Tng in a note. He expects the semiconductor solutions company's earnings outlook to improve over 2026-2027, thanks to rising demand from new customers. However, their earnings contribution could be slow, leading Tng to reduce his 2026 net profit estimate by 30.8%. He also lowers his 2025 net profit forecast by 56.6% to reflect the company's guidance. "In our view, investors need to see earnings delivery from the new customers to further re-rate the stock," he says. CGS International resumes coverage on AEM, raising its rating to hold from reduce. The brokerage lifts its target price to S$1.44 from S$1.27. Shares gain 2.1% to S$1.44. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

August 21, 2025 03:12 ET (07:12 GMT)

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He expects the semiconductor solutions company's earnings outlook to improve over 2026-2027, thanks to rising demand from new customers. However, their earnings contribution could be slow, leading Tng to reduce his 2026 net profit estimate by 30.8%. He also lowers his 2025 net profit forecast by 56.6% to reflect the company's guidance. \"In our view, investors need to see earnings delivery from the new customers to further re-rate the stock,\" he says. CGS International resumes coverage on AEM, raising its rating to hold from reduce. The brokerage lifts its target price to S$1.44 from S$1.27. Shares gain 2.1% to S$1.44. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 21, 2025 03:12 ET (07:12 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":"AWX.SI","symbol_name":"永科","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2561515994","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2561515994","pubTimestamp":1755760320,"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":"0712 GMT - AEM Holdings may have to wait for a meaningful earnings recovery after reporting a loss in 2Q, says CGS International's William Tng in a note. He expects the semiconductor solutions company's earnings outlook to improve over 2026-2027, thanks to rising demand from new customers. However, their earnings contribution could be slow, leading Tng to reduce his 2026 net profit estimate by 30.8%. He also lowers his 2025 net profit forecast by 56.6% to reflect the company's guidance. \"In our view, investors need to see earnings delivery from the new customers to further re-rate the stock,\" he says. CGS International resumes coverage on AEM, raising its rating to hold from reduce. The brokerage lifts its target price to S$1.44 from S$1.27. Shares gain 2.1% to S$1.44. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"AWX.SI":"永科","AEM":"伊格尔矿业"},"translate_title":"AEM Holdings可能必须等待有意义的盈利复苏——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AWX.SI":1,"AEM":1},"content_text":"0712 GMT - AEM Holdings may have to wait for a meaningful earnings recovery after reporting a loss in 2Q, says CGS International's William Tng in a note. He expects the semiconductor solutions company's earnings outlook to improve over 2026-2027, thanks to rising demand from new customers. However, their earnings contribution could be slow, leading Tng to reduce his 2026 net profit estimate by 30.8%. He also lowers his 2025 net profit forecast by 56.6% to reflect the company's guidance. \"In our view, investors need to see earnings delivery from the new customers to further re-rate the stock,\" he says. CGS International resumes coverage on AEM, raising its rating to hold from reduce. The brokerage lifts its target price to S$1.44 from S$1.27. Shares gain 2.1% to S$1.44. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 21, 2025 03:12 ET (07:12 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":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}