Core Insights - AEM Holdings and Venture Corporation represent two distinct approaches within the Singapore technology manufacturing sector, with AEM focusing on semiconductor testing solutions and Venture Corporation providing broader electronics manufacturing services [1] AEM Holdings - AEM is a provider of test solutions for semiconductors and electronics, achieving a compound annual growth rate (CAGR) of 23.4% in turnover from S$70.4 million in 2016 to S$380.4 million in 2024 [2] - Net income for AEM grew at a CAGR of approximately 12%, increasing from S$4.7 million to S$11.4 million during the same period [2] - Future growth for AEM is anticipated to be driven by rising demand for testing solutions due to AI advancements in semiconductors and potential new customer partnerships, positioning the company for a strong performance in 2026 [3] - AEM's revenue is highly cyclical, closely linked to the semiconductor capital expenditure cycle, with a significant decline in revenue and earnings observed between 2022 and 2024, dropping 56.2% and 91% respectively [4] - AEM's financials are heavily reliant on a single customer, Intel, which accounts for an estimated 60% to 70% of its revenue, creating a concentrated customer risk [5] Venture Corporation - Venture Corporation operates as an electronics manufacturing services (EMS) company with a diverse focus across various industries, including MedTech and Life Sciences, resulting in greater stability compared to AEM [6] - The company's revenue has ranged from S$2.6 billion to S$4 billion over the past decade, with net income growing at a steady CAGR of 5.2% to S$245 million by 2024 [7] - Venture Corporation has consistently distributed dividends to shareholders, increasing from S$0.50 in 2016 to S$0.75 in FY2024, and maintains a strong balance sheet with zero debt and over S$1 billion in cash [7] - The company is well-positioned to benefit from the ongoing trend of outsourcing manufacturing responsibilities to specialist EMS partners [8] Comparative Analysis - AEM offers higher growth potential linked to the semiconductor cycle but is subject to significant volatility, while Venture Corporation provides stability and consistent dividends with slower growth potential [10][11] - The choice between AEM and Venture Corporation depends on the investor's risk appetite, with AEM appealing to those seeking aggressive growth and Venture Corporation to those valuing stability [12][13]

Core Insights - The artificial intelligence sector is seeing renewed investor interest as the Nasdaq attempts to recover above its 50-day moving average heading into December [1] - Strong earnings growth and anticipated Federal Reserve interest rate cuts are supporting a bullish outlook for the stock market, encouraging investors to re-enter [2] - Investors are advised to focus on stocks that have demonstrated resilience in the current market environment rather than on beaten-down stocks [3] Stock Screening Methodology - A screening method using the Research Wizard identifies Zacks Rank 1 (Strong Buy) stocks, narrowing down to those with upward price momentum and trading within 20% of their 52-week highs [4][5] - The screening criteria include a PEG ratio of less than or equal to 1, a Price to Sales ratio of less than or equal to 3, and a percentage price change over the last 12 weeks [8] Featured Stock: Sanmina Corporation (SANM) - Sanmina Corporation is highlighted as a leading integrated manufacturing tech solutions firm, recently acquiring ZT Systems to enhance its capabilities in the Cloud and AI markets [6][7] - The company reported a 7% increase in sales and a 14% rise in adjusted earnings year-over-year for Q4 FY25, with projections indicating a 72% revenue increase in FY26 and a 60% boost in adjusted earnings [9][10] - SANM stock has appreciated 100% in 2025 and 560% over the past decade, outperforming the tech sector's 405% growth [11]

Core Insights - The 2025 ranking of Asia's most powerful women business leaders highlights the influence of executives from the finance and tech sectors, driven by the AI boom and evolving financial flows [1] Group 1: Top Executives - Tan Su Shan, CEO of DBS, is recognized as Asia's most powerful woman in business, leading Southeast Asia's largest bank through challenges like trade wars and the rise of cryptocurrencies [2] - Grace Wang, founder of Luxshare, ranks second, successfully acquiring new clients despite U.S.-China tensions, including OpenAI [3] - Meng Wanzhou, CFO of Huawei, is third, focusing on making China self-sufficient in advanced technology and increasing production of AI chips [4] - Bonnie Chan, CEO of HKEX, is fourth, as Hong Kong's stock exchange sees a resurgence with significant IPOs [5] - Kathy Yang, rotating CEO of Foxconn, rounds out the top five, shifting revenue focus from iPhones to server assembly for companies like Nvidia [6] Group 2: Regional Representation - Mainland China, Hong Kong, and Macau dominate the ranking with 34 executives, followed by Singapore with 15, and India and Thailand each contributing eight [7] Group 3: Broader Influence - Fortune's list also acknowledges women leaders outside of business, emphasizing their impact in sports, pop culture, and policymaking [8] - The rise of Asian pop culture, exemplified by K-pop group Blackpink, showcases the region's growing global profile [9] - In politics, female leaders like Singapore's Josephine Teo and Tokyo's Yuriko Koike are shaping their nations' ambitions in AI and finance [10] - Professional sports see influential figures like Naomi Osaka and Eileen Gu, who embrace their heritage while gaining international recognition [11]