$SGX-AWX AEM - Another quarter another record another upgrade in revenue guidance. Still cheap!

The company is at SGD83m PAT for 1H2022. They again, up their revenue guidance from 700-750m to 750-800m SGD, not surprised!

A simple annualisation gives SGD165m FY profit. At SGD1.45b market cap, the company is trading sub 10x earnings for a leading semiconductor player.

There's a briefing later. Will update more!

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