$Agnico Eagle Mines(AEM)$ Buckle up, investors! AEM Holdings is turning heads as Singapore's underrated semiconductor star, blasting off with a jaw-dropping 50%+ surge in just two weeks. 📈 With its Test Cell 2.0 tech locked and loaded for the AI explosion, this underdog is poised to dominate the chip testing arena. As Intel and other AI heavyweights crank up production of cutting-edge accelerators starting early 2026, AEM's solutions are hitting prime time. 😎 Let's dive deep into why AEM could reclaim its throne in semiconductors. Their latest FY2025 earnings smashed expectations—net profit jumped 48% to S$17 million, revenue up 5% to S$399 million. Better yet, dividends are back on the menu with a proposed S$0.013 payout, signaling confidence amid

🌟🌟🌟SGX and Keppel don't operate in the same universe.   $SGX(S68.SI)$  is the quiet heartbeat of our markets. $Keppel(BN4.SI)$  is reinventing itself for the AI infrastructure age.  But this earnings season, both reminded me why they are pillars of Singapore Inc.  As a Singaporean, I can't help feeling proud of how far our homegrown giants have come. SGX:  Record Results, A Pullback and Quiet Potential SGX delivered record revenue, stronger derivatives volumes and steady profit growth.  It is the kind of earnings that reflect resilience, discipline and a business model built on real recurring demand. 

🌟🌟🌟SGX $SGX(S68.SI)$  is the kind of stock the market loves to underestimate... right until it doesn't.  When the latest results dropped, the share price pulled back.  It is the classic "sell first, think later" behaviour.  Nothing was wrong with the business.  Nothing broke.  But in a market obsessed with shiny narratives, SGX's steady cash flow model doesn't always get instant applause. And then something shifted.  While the market  was busy chasing momentum trades, investors suddenly remembered what SGX actually is:  a monopoly like exchange, record revenues, disciplined cost control and a dividend stream that doesn't flinch even when global markets wobble.

$AEM SGD(AWX.SI)$    Aem - Finally, she is back in the black with FY net profit of 17.148m, declared Final dividend of 1.3 cents. At current price of 2.03, yield is merely 0.64%. Price seem trading at premium price level! Profit margin is 4.1%. PE 37.9x . Let's see how the market react! • Revenue for FY2025 reached S$399.3 million, up 5% year-on-year, driven by the ramp with its major Artificial Intelligence (“AI”)/High-Performance Computing (“HPC”) customer and continued adoption of its advanced test solutions. • Profit before tax increased 51.6% year-on-year to S$21.3 million. PBT margin improved 1.6 ppts to 5.3%, due to higher revenue and thus improved operating leverage. • The Board of Directors have recommended a final dividend of

$AEM SGD(AWX.SI)$  Thought that today might be a sell off after past 2 days huge gained of 50 % and also today overall market sell off, opened at low $2.75 but very fast it bounced up and even touched day high of $3.08 and closed the day at $2.98. Seems like the market want to further push up the price beyond $3.

AEM’s upgrade to “Buy” signals growing confidence in its AI and semiconductor testing outlook. While current analyst targets sit below S$4, improving demand and earnings potential could support further upside. I’m watching closely to see if stronger execution and industry momentum can realistically push the stock toward that level.

Despite the “Buy” upgrade, I remain cautious on AEM. Current target prices are still below S$4, and the company must prove consistent growth beyond its key customers. Until stronger earnings and diversification are clear, I see the S$4 narrative as optimistic rather than a near-term expectation.

With earnings season in full swing, Singapore Exchange (SGX) and Keppel Corporation are two stocks that have garnered significant attention from investors. Both companies have reported strong results, driven by improving market conditions and strategic initiatives. SGX: The exchange operator has benefited from increased trading activity, particularly in the derivatives segment. Its efforts to expand its product offerings and enhance its trading platform have yielded positive results. SGX's dividend yield remains attractive, making it a favorite among income-seeking investors. Keppel: The conglomerate has seen a significant turnaround in its offshore and marine business, driven by improving oil prices and a rebound in demand for rig-building services. Keppel's property and infrastructure se

$AEM SGD(AWX.SI)$ Managed to catch AI wave! Will keep her to see how high can she get.... $4?

AEM can hit $4 if the STI retouch 5,000 level as is it is now trading in line with STI, when STI goes up it goes up and vice versa. 

This week really highlights how market reactions can differ even when earnings are strong. $Keppel(BN4.SI)$ jumped 6%, driven by impressive H2 profit growth, solid full-year results, attractive dividends, and the high-profile appointment of Piyush Gupta as chairman-designate. All of this has investors speculating about Keppel’s potential to grow into a major asset-management player. On the other hand, $SGX(S68.SI)$ delivered record revenue and solid adjusted profit, yet the stock dipped slightly. This seems to reflect elevated expectations, moderate headline profit growth, and ongoing rotation of capital fro

SG earnings season: broadly resilient but lacking strong growth surprises. Results confirm stability rather than acceleration, with markets shifting from valuation rerating to earnings validation. Yield and cash flow remain the main drivers. Keppel: After a 12-year high, much of the transformation and leadership confidence appears priced in. The re-rating reflects its asset-light pivot and recurring income visibility. Upside now likely depends on execution and earnings delivery rather than further multiple expansion. Chasing momentum at current levels carries higher risk unless new catalysts emerge. SGX: Record revenue but share pullback looks macro-driven, mainly from falling rate expectations reducing interest income tailwinds. Core business remains strong with predictable cash flow and

Fundmentals are in place and the owners will make it shine...

Oracle @orcl stock beating earnings estimates 🔥

Okok aem should go back up to $5