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Alignment
Elite |
23-Apr-2026 19:56
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Lots more deals to come in the current environment. The company is positioned in a sweet spot with spending in this space. | ||||
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Joelton
Supreme |
23-Apr-2026 11:09
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GDS Achieves Dual Milestones to Supply Defence and Safety-Related Shutters in the Philippines and Malaysia Underscore the Growing Demand for Defence and Safety-Related Features in Critical Infrastructure Assets
The Philippines
&bull Marks the Group&rsquo s first-ever contract sales of its Storm Shutters to the Philippines, penetrating a new geographic market with its premium defence and safety-related systems.
&bull The Group&rsquo s patented Storm Shutters are designed to withstand severe storms such as Category 3 Hurricanes, protecting assets, and people from external threats and optimising protection for critical infrastructure.
&bull The contract is for Storm Shutters that will be expected to be delivered by July 2026 and installed at a high-end MNC manufacturing facility in the Philippines.
&bull The contract is placed through Prime Sales Inc., a highly reputable distributor in the Philippines that was established in 1976 with 50 years of industry experience in delivering world-class intralogistics and supply chain solutions.
Malaysia
&bull Secured maiden sales of the Group&rsquo s Blast Mitigating Shutters (&ldquo BMS&rdquo ), which is part of its premium defence and safety-related systems, that are engineered to prevent catastrophic component failure during blast events (caused by explosions), thereby significantly reducing the risk of debris-related injuries and damage to critical assets.
&bull Conventional roller shutters can pose significant hazards during blast events, particularly in conflict-prone environments. To address this risk and enhance defensive capabilities for asset owners, the Group has developed the world&rsquo s first BMS, which was independently tested in the United States to be effective as designed.
&bull The contract is for BMS and Insulated Fire Shutter (&ldquo IFS&rdquo ) that will be expected to be delivered by May 2026 and installed at a data centre project in Malaysia.
&bull The contract is placed through the Group&rsquo s distributor, Star Rolling Shutter Sdn Bhd (&ldquo Star Rolling&rdquo ), which was founded in 1978 and is one of the leading roller shutter manufacturers both in Malaysia and Southeast Asia. However, Star Rolling does not manufacture BMS, Storm Shutter and IFS, which form part of the Group&rsquo s premium, patented product range.
Mr Tang Hee Sung, Non-Executive Non-Independent Chairman, commented: &ldquo These milestones represent a pivotal step in our regional growth strategy for our premium range of defence and safety-related shutters.
Entering the Philippines market to serve a high-end multinational manufacturing facility, together with securing our first BMS export to a mission-critical data centre in Malaysia, underscores and validates the technical superiority of our premium product range.
Our premium range of defence and safety-related systems are becoming increasingly important in defence applications as they provide critical protection against explosions, and enhance safety for personnel, infrastructure, and mission-critical facilities in high-risk environments.
As defence requirements and climate volatility intensify, GDS remains at the forefront of providing engineering-led shutter solutions to protect high-value industrial and digital assets globally.&rdquo
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stlimst
Master |
23-Apr-2026 09:31
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Disappointed again?
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stlimst
Master |
23-Apr-2026 08:57
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OK, BBs might.just act. Go interest. Good luck.
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Sunraku
Member |
23-Apr-2026 07:42
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GDS Achieves Dual Milestones to Supply Defence and Safety-Related Shutters in the Philippines and Malaysia Underscore the Growing Demand for Defence and Safety-Related Features in Critical Infrastructure Assets GDS_PhilipinesMalaysia_PR_22Apr2026.pdf |
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stlimst
Master |
21-Apr-2026 16:20
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Still the same comment - it is not the selling finishing or not. It is whether the BBs want this to go up.
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superstartup
Supreme |
21-Apr-2026 16:00
Yells: "Enjoy doing Fundamental Research" |
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Finished selling ?
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Iceycoke
Senior |
15-Apr-2026 17:17
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Patience is a virtue.
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superstartup
Supreme |
15-Apr-2026 10:29
Yells: "Enjoy doing Fundamental Research" |
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When all give up, I bought a bit over here. Slowly add. |
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For_The_Next_Leg
Master |
06-Apr-2026 09:28
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Management recently confirmed a positive outlook for the next 2-3 years due to a buoyant construction industry. Notably, the company is pursuing an acquisition in the metal business. This is an " inference" win: by vertically integrating metal inputs (which are essential for their shutter doors), the company aims to significantly improve profit margins and procurement efficiency.
https://www.minichart.com.sg/2026/02/13/gds-global-limited-2026-agm-minutes-resolutions-poll-results-and-shareholder-qa/
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LowLow12
Elite |
30-Mar-2026 16:23
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Er..Mr Alex Tan? You sell plaster every stocks you covered over here? Lol
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For_The_Next_Leg
Master |
30-Mar-2026 15:59
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The company is doing really well - (1) currently executing a robust turnaround strategy marked by a 70% revenue surge and a return to positive operating cash flow in FY2025. (2) The company distinguishes itself through a significant " technological moat," boasting in-house R& D that produced the world&rsquo s first blast-mitigating roller shutter and high-value, fire-insulated systems that align with Singapore&rsquo s stringent Infrastructure Protection Act. (3) Beyond its domestic dominance, GDS is aggressively scaling its international footprint through strategic partnerships in Qatar, New Zealand, and the US. (4) With a healthy balance sheet characterized by zero borrowings and a growing stream of recurring maintenance income, the group is well-positioned to capitalize on the increasing global demand for specialized, high-performance infrastructure safety.
https://www.theedgesingapore.com/news/kopi-c-company-brew/gds-global-enhancing-infrastructure-protection-and-safety-advanced-shutter
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Iceycoke
Senior |
29-Mar-2026 11:09
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Agree?
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Alignment
Elite |
28-Mar-2026 12:36
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Looks like there will be increasingly strong demand for this type of product in the world we live today | ||||
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Joelton
Supreme |
28-Mar-2026 10:49
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GDS Global: Enhancing infrastructure protection and safety with advanced shutter systems With over 40 years in the shutter industry, GDS Global is embarking on a new phase of growth, bolstered by organic expansion and M& A strategies. Chairman Tang Hee Sung, appointed in 2023, reveals his approach to streamlining operations, scaling efficiently, and why he believes this overlooked Catalist stock is worth revisiting. Despite its long-standing presence since 1982, GDS Global remains under the radar. No analyst coverage. Minimal media mentions. Yet if you&rsquo ve walked through Marina Bay Sands, Resorts World Sentosa or Seletar Aerospace Park, you&rsquo ve probably walked past GDS Global&rsquo s work without noticing it. Listed in April 2013, GDS Global is a leading specialist provider of commercial and industrial door and shutter solutions in Singapore and Southeast Asia, where some of its major customers have been with them since the 1990s. Operating under the brand name &ldquo Gliderol&rdquo , GDS Global runs one of the largest manufacturing facilities in Singapore (approximately 7,800 sqm). The facility is capable of producing between 2,000 and 4,000 doors and shutters annually, depending on the product type. With over 40 years of operating history, the company has built a technology-driven edge through its in-house engineering capabilities. It is the first manufacturer in Singapore to offer steel-insulated fire shutters with an insulation value of up to 240 minutes. GDS Global is also the developer of the world&rsquo s first blast-mitigating roller shutter door, which minimises hazardous debris during explosions, and a storm-resistant shutter capable of withstanding wind speeds exceeding 200km/h, comparable to Category 3 hurricanes. These premium engineered solutions set GDS Global apart from standard shutter manufacturers. Such premium shutter solutions are designed not just as access systems, but as protective infrastructure solutions. In many countries, this distinction matters. Under Singapore&rsquo s Infrastructure Protection Act, owners of designated critical infrastructure, including energy facilities, transport nodes, data centres and certain industrial installations, must ensure that their property assets are resilient against security threats and physical hazards. This has raised compliance standards across various sectors, particularly for fire-rated systems. GDS Global&rsquo s patented insulated fire shutters and blast-mitigating shutters are engineered to meet such stringent performance and safety requirements. In many ways, these access systems are invisible but essential infrastructures, quietly ensuring that buildings remain compliant, operational, and safe during emergencies. Most recently, there has been a positive shift in momentum. The company&rsquo s revenue increased 70%, and its net cash from operating activities turned positive in its most recent financial year ended Sept 30, 2025. Organically, the group is gaining traction in its domestic and international expansion efforts. As part of a wider growth strategy, it is now pursuing M& A acquisitions that will enhance financial performance and unlock opportunities to significantly increase revenue potential and order book. After taking a strategic stake in GDS Global, Tang joined as Non-Executive Chairman in November 2023 and comes from the property and construction world, where he has spent over 16 years as CEO of Teambuild Land group of companies. What drew him most to GDS Global was understanding the customer side: when contractors or consultants are specifying doors and shutters for a project, they care about reliability, compliance, and cost efficiency &mdash areas where he knew GDS Global could improve. In the 14 months since he took the chair, the work has been unglamorous but deliberate: redefining pricing strategy for different markets, improving operational efficiency, renegotiating supplier terms, consolidating procurement to get better pricing, and partnering with overseas manufacturers to handle larger projects without ballooning fixed costs. &ldquo GDS Global has over 40 years of operating history, strong engineering capabilities, and patented premium shutter products that have established the group as a recognised specialist in the industry. However, its business performance has been affected by challenges in recent years, and thankfully, our improved results show that our efforts and strategy are on the right track to creating more positive momentum ahead,&rdquo he says. Technology edge Distinct from its peers, GDS Global has a dedicated, in-house R& D team focusing on the innovation of industrial doors and shutters that caters to evolving demand trends. &ldquo We compete on product differentiation and compliance,&rdquo adds Tang. This creates a barrier to entry competitors cannot just undercut on price if they do not meet the compliance standards. Data centres, logistic hubs, aerospace facilities and coastal industrial installations increasingly require certified high-performance shutters rather than generic rolling doors. &ldquo These are not discretionary upgrades,&rdquo says Tang. &ldquo They are becoming compliance and risk management requirements.&rdquo Strategic alliances In addition to its domestic growth strategy, GDS Global is pursuing strategic alliances with world-class partners, leveraging global distribution networks to expand its international reach. In October 2024, the group signed a partnership with Blast Resource Group to distribute GDS&rsquo s blast-mitigating shutters in the US. In February, the group recently signed an exclusive two-year distributorship agreement with ARA Manufacture Metalbilt, New Zealand&rsquo s leading industrial and commercial door system designer and manufacturer, to distribute Gliderol&rsquo s premium product range, including insulated fire shutters. The maiden export of Gliderol Storm Shutters to Qatar Master Group W.L.L. in March. This marks the group&rsquo s first deployment of its high wind pressure-resistant storm shutters in the Middle East. These were installed at a semi-government shipyard in Qatar. These partnerships underscore GDS Global&rsquo s strategy of collaborating with established local market leaders, rather than building overseas infrastructure from scratch. &ldquo International expansion requires the right distribution partner and ensuring compliance with local standards,&rdquo says Tang. &ldquo As demand for premium shutters continues to grow globally, we believe that the group is well-positioned to work with our global partners to serve our targeted customers&rsquo needs.&rdquo Maintaining positive momentum Despite its long history, consistent profitability has remained a challenge. For investors, it is the elephant in the room. Tang does not shy away from discussing it. He points to strong revenue growth of 70% and positive operating cash flow of $0.85 million in FY2025, calling it &ldquo a turnaround in progress.&rdquo But he also acknowledges that achieving positive cash flow is different from maintaining consistent profitability. He points to specific targets: &ldquo Coupled with our organic business initiatives, with targeted acquisitions bringing defined profit targets of $3.16 million in FY2026 and $4.55 million in FY2027, we believe that the group&rsquo s business performance has strong potential to strengthen meaningfully over the next two years.&rdquo With more than 40 years of relationships with contractors and blue-chip customers, Tang notes that approximately 15% of revenue comes from maintenance and servicing, providing recurring engagement rather than one-off project sales. Acceleration of growth via M& A GDS is also targeting two acquisitions &mdash Integrated Aluminium and Asiabuild Metal Engineering &mdash for $30 million. The goal: to transform GDS from a specialist shutter maker into a full-fledged solutions provider within Singapore&rsquo s construction sector. Integrated Aluminium specialises in architectural aluminium products such as faç ade works, curtain walls and cladding systems, while Asiabuild focuses on structural steel and metal works products. Tang sees this as the structural pivot. This is about building a more resilient business model rather than remaining a niche manufacturer. GDS Global aims to embed itself deeper into project value chains. Rather than relying on a single product category, the company is integrating capabilities across adjacent engineering disciplines. This approach brings immediate earnings growth through defined profit targets, cross-selling opportunities, and enhanced economies of scale. The investor pitch Tang&rsquo s pitch is straightforward. &ldquo If you look at GDS Global today, you are not looking at a start-up story,&rdquo he says. &ldquo You are looking at a specialised 40-year-old business with innovative products that has turned around and is firmly back to profitability with a healthy balance sheet and zero borrowings.&rdquo Tang continues to emphasise tighter cost discipline, refined pricing strategy, and a more scalable operating model. He says: &ldquo A long-established business, stronger operational discipline, scalable growth model organically, differentiated products, with inorganic growth initiatives to accelerate growth trajectory.&rdquo &ldquo The focus now is disciplined execution: improving operations, scaling sustainably, and strengthening earnings quality over time.&rdquo From his view, the next chapter of GDS Global is not about reinvention, but about smart, disciplined growth driven by engineering expertise, regulatory insight and seamless integration. |
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Joelton
Supreme |
02-Mar-2026 11:47
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GDS Global Secures Maiden Export of Gliderol Storm Shutter to Qatar Master, a market leader in specialised door solutions in Qatar
&bull Highlights the growth ambitions of the Group to expand global presence with innovative access systems and solutions &bull Reflects the rising trend for engineered shutter systems capable of withstanding extreme weather and hazardous conditions Singapore, 2 March 2026 &ndash GDS Global Limited (&ldquo GDS&rdquo or the &ldquo Company&rdquo , and together with its subsidiaries, the &ldquo Group&rdquo ), a leading specialist provider of commercial and industrial door and shutter solutions in Singapore and the South East Asia region, is pleased to announce the first export of its Gliderol Storm Shutter (&ldquo Storm Shutter&rdquo ) to Qatar Master Group W.L.L. (&ldquo Qatar Master&rdquo ), the authorised dealer in Qatar, marking the Group&rsquo s inaugural Storm Shutter deployment in the Middle East. Established in 2007, Qatar Master is a market leader in automatic doors and integrated access solutions in Qatar. The company is recognised for delivering advanced automation systems across industrial and commercial environments, supported by strong technical expertise and local market execution. The Storm Shutter will be installed within the production facility workshop of a reputable shipyard in Qatar, supporting operational continuity and safeguarding critical infrastructure against severe weather events. This shipyard is a semi-government entity, underscoring the importance of reliability, safety, and performance in mission critical and hazardous environments. The Storm Shutter supplied to Qatar Master measures at 9 metres in width and 6 metres in height. Developed in response to the increasing frequency and intensity of extreme weather conditions, the Storm Shutter incorporates a patented horizontal lattice design that allows the shutter curtain to cushion, absorb, and deflect wind forces. The system has been tested to withstand pressures from wind speeds in excess of 200km per hour, comparable to those experienced during Category 3 hurricanes, ensuring robust protection for large industrial openings and critical assets. Unlike conventional wind-resistant shutters that rely heavily on door jamb integrity, the Storm Shutter features a self-supporting lattice mechanism, enabling it to maintain structural performance even under sustained wind pressure. This engineered design ensures maximum protection for critical infrastructure, particularly in high risk coastal and industrial environments. The successful export reflects the Group&rsquo s continued focus on expanding the international footprint of its proprietary Gliderol product range, as well as growing global demand for climate resilient and performance driven industrial shutter solutions. Mr Tang Hee Sung, Non-Executive Non-Independent Chairman, said: &ldquo This maiden export of our Gliderol Storm Shutter to Qatar marks an important milestone for the Group as we extend our engineered product offerings into new international markets. As extreme weather events become more frequent and severe, the need for reliable, high performance protective solutions has become increasingly critical, particularly for infrastructure intensive industries. We see strong long-term opportunities for specialised, performance driven shutter systems such as the Storm Shutter, and this project reinforces our strategy of delivering engineered solutions that address evolving environmental and operational risks.&rdquo |
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stlimst
Master |
02-Mar-2026 10:15
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No use trying to talk up this counter. It is dead until BBs decide to move it. Super good news also no use. This is SGX!!
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For_The_Next_Leg
Master |
02-Mar-2026 10:03
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Expansion of business into the middle east. Customers segment widening. Innovation products continue to create demand.
https://links.sgx.com/1.0.0/corporate-announcements/6YOF68G45APLCGYB/dba25ccfa6cc50d7081595b1fd05c93e6f07514c77dbbc4f1fd8ca816aa71fa3
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For_The_Next_Leg
Master |
23-Feb-2026 09:52
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Since their rights issue in 2024, there are still over 200 million outstanding warrants sitting out there. At an exercise price of S$0.06, this represents a potential S$13 million+ in fresh capital waiting to hit the balance sheet.
https://investor.gdsglobal.com.sg/newsroom.html/cat/7697
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For_The_Next_Leg
Master |
16-Feb-2026 10:13
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GDS Global recently signed an exclusive partnership with ARA Manufacture Metalbilt, New Zealand&rsquo s leading industrial door designer. This move marks a significant geographical expansion for GDS, allowing them to export their specialist door systems into the Australasian market, building on their recent return to profitability.
https://investor.gdsglobal.com.sg/news.html/id/2596944
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