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Broker's Calls
CGS International upgrades ISDN on better demand seen
Tng is valuing ISDN at its 10-year average P/E of 11.0x, up from 9.5x previously
March 18, 2024
Tech
TSMC's 110% rally draws caution, even from the bulls
'You can't really spend several tens of billions on data centres every single year'
March 15, 2024
Tech
Hon Hai jumps by most in years after giving strong AI outlook
Still, with Apple making up more than half of Hon Hai revenue, challenges remain
March 15, 2024
Artificial Intelligence
Nvidia CEO Huang faces sky-high investor expectations at 'AI Woodstock'
Bank of America analysts have dubbed this conference the 'AI Woodstock'
March 14, 2024
Artificial Intelligence
Nvidia's moat is its software and ecosystem
Competition is coming and Nvidia will increasingly have a smaller piece of an expanding pie
March 07, 2024
Investing ideas
Analysts lower target prices for AEM with recovery uncertain for FY2024
Analysts remain upbeat about the long-term prospects of the company
March 07, 2024
Results
AEM reports $20.9 million in losses for 2HFY2023; CFO resigns, no bonus for management
AEM will not pay a dividend but plans a bonus share issue
February 28, 2024
Results
ISDN reports lower FY2023 earnings but sees recovery and steadier hydropower revenue
ISDN's hydropower business in Indonesia collected $8.8 million in tariffs
February 28, 2024
Results
UMS Holdings reports FY2023 earnings of $68.5 million, down 34%
UMS plans to pay a final dividend of 2.2 cents per share
February 28, 2024
Broker's Calls
DBS keeps 'buy' on Grand Venture but trims target price on muted near term margins
'We believe that Grand Venture remains prepared to deliver when orders come'
February 27, 2024