US Manufacturing Revival and Demand for Machine Tools
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation The ultimate objective of US tariff policies is to revive its manufacturing industries which has hollowed out from decades of offshoring to cheaper locations. The strongest push comes […]
SiC Power Semiconductors – Looking Beyond The Trough
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation Penetration of SiC in the power semiconductor space will accelerate in the coming decade, as power management ICs made on SiC (silicon carbide) substrates have lower current leakage […]
Specialty Chemical Niche
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation It was once said that a single drop of impurity in an Olympic-sized swimming pool would ruin a batch of photoresist used in semiconductor fabrication. That was 20 […]
Japan Industrial Renaissance – Heavy Engineering for Global Energy Transition
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation This article follows from our earlier note in Aug-23 on industrial renaissance of Japan. A recent survey by Nikkei News has confirmed that Japanese companies plan to increase […]
Biopharma – Current State of Gene Therapy
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation The pharmaceutical industry is undergoing an impressive transformation, driven by breakthroughs in new modalities, such as antibody drug conjugates (ADCs), RNA interference therapeutics, CAR T-cell therapies and gene […]
State of Biotech Innovations in Japan
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation Japan’s pharmaceutical industry was once a world leader in the 1980s, producing nearly 30% of the world’s new chemical drugs. Today, despite being the 3rd largest pharmaceutical market, […]
Japan Industrial Renaissance
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation According to a recent Nikkei survey, capital investment by Japanese companies is set to rise by 16.9% to a new record in the fiscal year ending Mar-2024. This […]
Engineering Solutions to Healthcare Skills Shortage
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation One sector facing the most acute shortage of skilled workers is in healthcare. Estimated shortfall of healthcare workers is 17+ million globally. Demand for healthcare workers has been […]
Evolving Dynamics in Energy Security, Semiconductor Technology and Pharmaceutical R&D
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation Our investment philosophy is focused on companies with deep science and engineering foundation, which play pivotal role in driving the productivity megatrends that improve our quality of life. […]
Dynamics in Biopharmaceutical CDMO
This article reflects the opinion and analysis as well as information collated by AE Research Management Sdn Bhd, and does not constitute an investment advice or recommendation Over the last decade, the biopharmaceutical industry has witnessed a growing trend towards outsourcing to contract development & manufacturing organisations (CDMOs). The market is expected to grow by […]