Jason_LSE
05-12 01:02

$INTC 20260508 70.0 PUT$ Intel ran too fast & furious. Nevertheless I got a small tiny bite. Now switching my attention to it's Singapore proxy AEM (ticker AWX at SGX). 

I attended it's recent AGM and spoke with their senior management. I am impressed with their recent strategic  partnership with ASE- Taiwan. The deal is structured in two stages to align interests — AEM gets SGD12 million upfront, and ASE only gets more shares (at recent prices) if the partnership generates targeted revenues for AEM. Next , to receive another SDG117 Millions, with new business target met.

This potentially helps AEM move beyond a few big customers into the wider OSAT ecosystem, which serves many chip companies. Ì did some research and believe there is still room for upwards trajectories with the Chips bullrun and global Osat exposures, hopefully towards SDG10. See attached [Tongue]  

Modified in.05-12 11:29
Winning Trades
Share your positions with us! This is a column where you can find the winning trades of our fellow tigers. There probably are a few potential opportunities that you may have overlooked.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment