On 17 September 2015, Khazanah Nasional Berhad (via its fully own
subsidiary, Bombalai Hill Ventures Sdn Bhd) acquired a 15% stake into
Aemulus, thus becoming the second largest shareholder of Aemulus:
This news sparkled many investors and propelled its share price up.
Many do not know that Khazanah has investment in a semiconductor company by the name of SilTerra. SilTerra is involved in design and development of Foundry, COMS Logic, Mixed Signal RF, Analog Technology, MEMS and NEMS.
SilTerra has been generating revenue in excess of RM1 billion per annum with EBITDA of RM450 million and profit for the year of RM220 million, which is comparable to Inari Amertron Berhad (0166).
Recently, Aemulus share price has experienced upward momentum with high volume. Based on channel checks, Khazanah has potential plans to inject 50% of SilTerra by share acquisition by Aemulus. Aemulus core business will then form the research and development arm of the enlarged SilTerra Group.
The enlarged listed Aemulus (renamed to SilTerra Group) will then be the main forefront of the listed arm.
This would bring Aemulus market capitalisation to possibly RM2 billion at average semiconductor companies PE of 15. This would mean Aemulus share price would be worth a whopping RM7.5, from a mere RM0.51 currently. Implying an upside of 1300%.
AEMULUS (0181) - Injection of SilTerra into Aemulus by Khazanah (Upside of 1300%)
http://klse.i3investor.com/blogs/DannyTanSiongKee/89817.jsp
Aemulus, AEMULUS (0181), 0181, EN0181, KLSE:AEMULUS, Investing, DannyTanSiongKee
This news sparkled many investors and propelled its share price up.
Many do not know that Khazanah has investment in a semiconductor company by the name of SilTerra. SilTerra is involved in design and development of Foundry, COMS Logic, Mixed Signal RF, Analog Technology, MEMS and NEMS.
SilTerra has been generating revenue in excess of RM1 billion per annum with EBITDA of RM450 million and profit for the year of RM220 million, which is comparable to Inari Amertron Berhad (0166).
Recently, Aemulus share price has experienced upward momentum with high volume. Based on channel checks, Khazanah has potential plans to inject 50% of SilTerra by share acquisition by Aemulus. Aemulus core business will then form the research and development arm of the enlarged SilTerra Group.
The enlarged listed Aemulus (renamed to SilTerra Group) will then be the main forefront of the listed arm.
This would bring Aemulus market capitalisation to possibly RM2 billion at average semiconductor companies PE of 15. This would mean Aemulus share price would be worth a whopping RM7.5, from a mere RM0.51 currently. Implying an upside of 1300%.
AEMULUS (0181) - Injection of SilTerra into Aemulus by Khazanah (Upside of 1300%)
http://klse.i3investor.com/blogs/DannyTanSiongKee/89817.jsp
Aemulus, AEMULUS (0181), 0181, EN0181, KLSE:AEMULUS, Investing, DannyTanSiongKee
