[New post] KE: AEM Holdings

alanyeo posted: " Temasek invests in AEM Look past 1H21 normalisation; BUY1H21 PATMI of SGD29.5m (-46.6% YoY) was in line with our estimate butfell short of consensus'. The weakness was due to high base effects as AEMhad new products in 1H20. Our P&L forecasts are " Respond to this post by replying above this line New post on Alpha Edge Investing KE: AEM Holdings by alanyeo Temasek invests in AEM Look past 1H21 normalisation; BUY1H21 PATMI of SGD29.5m (-46.6% YoY) was in line with our estimate butfell short of consensus'. The weakness was due to high base effects as AEMhad new products in 1H20. Our P&L forecasts are unchanged, but we trimFY21-23E EPS by 3-9% to account for dilution from the […] Read more of this post alanyeo | August 10, 2021 at 1:20 pm | Categories: Equities - Research Reports by Brokers/ Banks | URL: https://wp.me/p7fA1-2J2 Comment    See all comments    Like Unsubscribe to no longer receive posts from Alpha Edge Investing. Change your email settings at Manage Subscriptions. Trouble clicking? Copy and paste this URL into your browser: http://alphaedgeinvesting.com/2021/08/10/ke-aem-holdings/ Thanks for flying with WordPress.com