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Latest Forum Topics / CSE Global    Last:1.45    -0.2  Post Reply
DYNA MAC : KEPPEL SSH & POSSIBLE 1500 percent ROCKET
kepoh88
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02-Sep-2025 00:52     
 
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 Alert Admin 		Mmmm!!  注 意 more electrification contracts 
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trader1970
Elite
29-Aug-2025 10:59     
 
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 Alert Admin 		It is forming a W bullish chart...


  • Given data:


    • Peak (resistance / breakout level) = 0.71


    • First bottom = 0.62


    • Second bottom = 0.66


  • Step 1: Confirm breakout (BO)


    • Breakout happens when price closes above 0.71.


  • Step 2: Measure pattern height


    • Lowest bottom = 0.62


    • Peak = 0.71


    • Height = 0.71 &minus 0.62 = 0.09


  • Step 3: Project upside target


    • Target = Breakout level + Height


    • Target = 0.71 + 0.09 = 0.80


✅ So if the breakout above 0.71 is confirmed, the estimated upside target is around 0.80.

mekong      ( Date: 25-Aug-2025 13:28) Posted:

TP?

trader1970      ( Date: 25-Aug-2025 09:28) Posted:

ATH 705, BO 71.. WATCH  angelenlightenedcool
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mekong
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25-Aug-2025 13:28     
 
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 Alert Admin 		TP?

trader1970      ( Date: 25-Aug-2025 09:28) Posted:

ATH 705, BO 71.. WATCH  angelenlightenedcool
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trader1970
Elite
25-Aug-2025 09:28     
 
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 Alert Admin 		ATH 705, BO 71.. WATCH  angelenlightenedcool
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Resurgam
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22-Aug-2025 16:47     
 
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 Alert Admin 		Scrip price 0.625

ayy002      ( Date: 20-Aug-2025 09:22) Posted:

Let' s c if can get an attractive scrip price.
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chinhm88
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20-Aug-2025 20:33     
 
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 Alert Admin 		Touch 70 cents again today. Rises despite ex-dividend is a very strong signal.
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ayy002
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20-Aug-2025 09:22     
 
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 Alert Admin 		Let' s c if can get an attractive scrip price.
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kepoh88
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19-Aug-2025 23:36     
 
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 Alert Admin 		This one looks promising!!

sfw2124      ( Date: 15-Aug-2025 10:07) Posted:

Executive Summary & Investment Recommendation



INSTITUTIONAL INVESTORS: BUY - Target Allocation 2-4%
RETAIL INVESTORS: STRONG BUY - Price Target S$0.85-0.95

CSE Global presents an exceptionally compelling investment opportunity positioned at the intersection of three powerful megatrends: electrification, data center expansion, and AI infrastructure development. Despite modest headline revenue growth, the company demonstrates strong operational leverage, expanding margins, and a strategically positioned order book that should drive accelerated growth through 2025-2027.

Key Financial Highlights - Solid Fundamentals with Strong Operational Leverage



CSE Global' s 1H 2025 results demonstrate  resilient operational performance  with revenue growing 2.8% to S$440.9 million despite challenging market conditions. More importantly, the company achieved  strong operational leverage  with:


  • EBITDA growth of 3.0%  to S$39.5 million, expanding margins to 9.0%


  • Net profit growth of 8.5%  to S$16.3 million, demonstrating excellent cost control


  • ROE improvement  from 11.8% to 13.0% (annualized)


  • Stable gross margins  at 27.9% despite inflationary pressures


The  temporary negative operating cash flow  of S$27.4 million reflects higher working capital tied up in large projects - a positive leading indicator of revenue acceleration in subsequent quarters.

Segment Analysis - Strategic Positioning Across Growth Markets

1. Electrification (48.8% of Revenue) - The Growth Engine



  • Revenue stable  at S$214.8 million despite USD weakness


  • EBITDA surged 14.4%  to S$24.8 million, including S$5.5 million one-off gain


  • Constant currency growth  of 0.5% demonstrates underlying strength


  • Data center focus  positions CSE perfectly for AI infrastructure boom


Investment Thesis: This segment benefits from the global electrification megatrend, particularly data center power infrastructure. With Singapore' s data center market growing at 5.08% CAGR to S$5.6 billion by 2030, CSE is ideally positioned.

2. Communications (29.0% of Revenue) - Acquisition-Driven Expansion



  • Strong revenue growth of 12.7%  to S$128.0 million


  • Acquisitions contributed S$17 million  - Chicago Communications integration proceeding well


  • EBITDA flat  due to lower-margin ANZ business, but improving mix expected


  • Order intake up 18.9%  indicating strong pipeline

3. Automation (22.2% of Revenue) - Transitional Phase



  • Revenue stable  at S$98.1 million


  • EBITDA impacted  by S$5.1 million write-off of water treatment assets


  • Underlying performance solid  with focus on infrastructure and cybersecurity

Order Book Analysis - Strong Visibility but Normalization



The order book of  S$573.8 million  (down from S$692.3 million) reflects normal project execution patterns rather than demand weakness:


  • Electrification order intake  of S$130.9 million shows selectivity in project choice


  • Communications order intake  up 18.9% to S$136.1 million demonstrates momentum


  • Flow business  (67% of revenue) provides stable recurring revenue base


Key Catalyst: The  S$90.7 million electrification contract  secured in November 2024 will boost FY25-26 performance significantly.

Strategic Positioning - Riding Multiple Megatrends

Data Center Boom



  • Singapore market: S$4.16 billion (2024) &rarr S$5.60 billion (2030)


  • Global market: Growing at 8% CAGR, with APAC leading at 12%


  • CSE' s role: Critical electrification and communications infrastructure provider

AI Infrastructure Demand



  • Power requirements: AI data centers require 3-5x more power than traditional centers


  • Cooling systems: Advanced liquid cooling drives demand for CSE' s solutions


  • Edge computing: 5G rollouts create demand for micro data centers

Electrification Megatrend



  • Global market: US$209 billion by 2034 (9% CAGR)


  • EV infrastructure: Growing demand for charging stations


  • Grid modernization: Smart grid investments across developed markets

Competitive Advantages - Sustainable Moats



  1. Technical Expertise: 35+ years of engineering excellence in mission-critical infrastructure


  2. Customer Stickiness: 90% repeat customers with 30+ year relationships


  3. Geographic Scale: 15 countries, 61 offices providing local presence with global reach


  4. End-to-End Solutions: From concept design to ongoing maintenance


  5. Regulatory Compliance: Deep expertise in safety-critical environments

Valuation Analysis - Significant Upside Potential

Current Valuation Metrics (Based on S$0.66 share price)



  • P/E Ratio: 10.6x (FY2024 basis) - substantial discount to growth prospects


  • P/B Ratio: 1.2x - reasonable for asset-light business model


  • EV/EBITDA: ~9.5x - attractive for quality industrial business


  • Dividend Yield: 3.5% with progressive policy

Sum-of-Parts Valuation



  • Electrification: S$380-420 million (12-13x EBITDA)


  • Communications: S$180-200 million (16-18x EBITDA, reflecting growth)


  • Automation: S$70-80 million (20-23x EBITDA, turnaround story)


  • Net Debt: (S$91 million)


Fair Value Range:  S$0.85 - S$0.95 per share  (29-44% upside)

DCF Analysis



  • Revenue CAGR: 8-10% (2025-2027) driven by data center expansion


  • EBITDA margins: Expanding to 10-11% through operational leverage


  • WACC: 8.5% reflecting Singapore base and stable cash flows


  • Terminal growth: 3% conservative assumption


DCF Fair Value:  S$0.90 per share

Investment Strategy Recommendations

For Institutional Investors



BUY - Target Allocation 2-4% of Asian/Singapore Equity Portfolio

Investment Rationale:


  • Pure-play exposure  to AI infrastructure and electrification megatrends


  • Defensive growth  characteristics with recurring revenue base


  • Strong management  with proven acquisition integration track record


  • ESG compliant  investment in sustainable infrastructure


Entry Strategy:


  • Primary accumulation: S$0.60-0.70 range


  • Core position sizing: 2-4% allocation with 24-36 month holding period


  • Catalyst-driven additions: Post-quarterly results or major contract wins

For Retail Investors



STRONG BUY - Price Target S$0.90

Investment Approach:


  1. Growth at reasonable price (GARP)  strategy - quality business at discount valuation


  2. Thematic exposure  to AI infrastructure without speculative risk


  3. Dividend income  component with 3.5% yield plus growth potential


  4. Dollar-cost averaging: Build position over 3-6 months


Portfolio Allocation:


  • Growth investors: 4-6% allocation


  • Income investors: 3-4% allocation for dividend growth


  • Thematic investors: 5-7% as pure-play on electrification trend

Trading Action Plan & Price Targets

IMMEDIATE ACTION (Next 2-4 Weeks)



  • Current price S$0.66  represents attractive entry point


  • Accumulation zone: S$0.60-0.70


  • Stop-loss: S$0.55 (17% downside protection)

KEY MONITORING POINTS



  1. Q3 2025 results  (November) - order intake trends and project execution


  2. Major contract announcements  - particularly in data center segment


  3. Acquisition pipeline  - geographic expansion or capability building


  4. Singapore data center policy  - government capacity allocation decisions

PRICE TARGETS & CATALYSTS



  • Near-term (6-12 months): S$0.75-0.80 on earnings momentum


  • Medium-term (12-24 months): S$0.85-0.95 on structural growth acceleration


  • Long-term upside: S$1.00+ if data center boom exceeds expectations

KEY CATALYSTS



  1. Data center contract wins  - each major win could add 5-10% to share price


  2. Margin expansion  - demonstration of operational leverage


  3. Dividend increase  - potential to 4%+ yield attracting income investors


  4. Strategic acquisition  - bolt-on capabilities or geographic expansion

Risk Assessment & Mitigation

Key Risks (Manageable)



  1. Economic slowdown  affecting capex spending


  2. Project execution delays  or cost overruns


  3. Competition  from larger global players


  4. Working capital intensity  during growth phases

Risk Mitigation Factors



  • Diversified end markets  across geography and sectors


  • Sticky customer relationships  with high switching costs


  • Experienced management  with 35+ years track record


  • Strong balance sheet  with moderate gearing of 0.36x

Conclusion & Final Recommendation



CSE Global represents a  rare combination of defensive characteristics and growth potential  in the rapidly expanding data infrastructure sector. The company is strategically positioned at the intersection of multiple powerful megatrends - AI infrastructure, electrification, and data center expansion - while trading at a significant discount to its growth prospects.

The investment thesis is compelling:


  • Proven business model  with 90% customer retention


  • Structural growth drivers  in data center and electrification markets


  • Strong competitive position  with technical expertise and geographic reach


  • Attractive valuation  at 10.6x P/E with 29-44% upside potential


  • Progressive dividend policy  providing income component


Both institutional and retail investors should consider CSE Global as a core holding  to capture the AI infrastructure boom while benefiting from the company' s defensive characteristics and strong operational track record. The current price offers an excellent risk-adjusted entry point for a multi-year growth story.

FINAL RATING: STRONG BUY with S$0.90 price target  THIS IS AS PER PERPLEXITY AI PRO BUT DYODD


Joelton      ( Date: 14-Aug-2025 11:21) Posted:

CSE Global H1 earnings up 8.5% to S$16.3 million, boosted by growth of communications business 
However, its order book for H1 fell by 17.1 per cent to S$573.8 million compared to a year ago.
 
[SINGAPORE] Technology solutions provider CSE Global : 544 -1.45% reported a profit of S$16.3 million for the first half of FY2025, up 8.5 per cent from the corresponding period in 2024.
 
Revenue for H1 was up 2.8 per cent to S$440.9 million, from S$428.9 million, led by the growth of its communication business segment in the Americas region.
 
The communication business segment grew 12.7 per cent to S$128 million in H1, from S$113.6 million a year ago.
 
However, its other two business segments saw a slight drop in revenue.
 
Revenue for its electrification business fell by 0.9 per cent to S$214.8 million, mostly due to the weakening of the US dollar.
 
Revenue for its automation business fell 0.5 per cent to S$98.1 million due to plant and equipment and technical know-how intangibles being written off amounting to S$5.1 million in H1.
 
In line with the overall higher revenue, the group&rsquo s gross profit increased to S$123 million, up 3.8 per cent from S$118.4 million.
 
However, its order book for H1 fell by 17.1 per cent to S$573.8 million.
 
Operating expenses for H1 rose by 6.2 per cent or S$5.9 million to S$101.4 million. This increase was mainly due to higher personnel costs of S$2.7 million, higher building and equipment expenses of S$2.1 million and increase in depreciation expenses of S$1 million. 
 
Interest expenses were 11 per cent lower year-on-year, decreasing from S$4.6 million in H1 FY2024 to S$4.1 million in H1 FY2025.
 
Lim Boon Kheng, the chief executive officer of CSE Global, said that the company will benefit from the growing data centre industry, which will fuel strong demand for its electrification and communications solutions. 
 
&ldquo With the recent acquisition of Chicago Communications, we have established a presence in four states for our communications business in the US, supporting our regional expansion strategy. In the coming months, we will further expand our capacity for the electrification and communications business,&rdquo he added.
 
CSE Global&rsquo s board of directors has recommended an interim dividend of S$0.0114 per share, lower than S$0.0125 from a year ago. The dividend will be paid out on Sep 26.
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sfw2124
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15-Aug-2025 10:07     
 
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 Alert Admin

Executive Summary & Investment Recommendation



INSTITUTIONAL INVESTORS: BUY - Target Allocation 2-4%
RETAIL INVESTORS: STRONG BUY - Price Target S$0.85-0.95

CSE Global presents an exceptionally compelling investment opportunity positioned at the intersection of three powerful megatrends: electrification, data center expansion, and AI infrastructure development. Despite modest headline revenue growth, the company demonstrates strong operational leverage, expanding margins, and a strategically positioned order book that should drive accelerated growth through 2025-2027.

Key Financial Highlights - Solid Fundamentals with Strong Operational Leverage



CSE Global' s 1H 2025 results demonstrate  resilient operational performance  with revenue growing 2.8% to S$440.9 million despite challenging market conditions. More importantly, the company achieved  strong operational leverage  with:


  • EBITDA growth of 3.0%  to S$39.5 million, expanding margins to 9.0%


  • Net profit growth of 8.5%  to S$16.3 million, demonstrating excellent cost control


  • ROE improvement  from 11.8% to 13.0% (annualized)


  • Stable gross margins  at 27.9% despite inflationary pressures


The  temporary negative operating cash flow  of S$27.4 million reflects higher working capital tied up in large projects - a positive leading indicator of revenue acceleration in subsequent quarters.

Segment Analysis - Strategic Positioning Across Growth Markets

1. Electrification (48.8% of Revenue) - The Growth Engine



  • Revenue stable  at S$214.8 million despite USD weakness


  • EBITDA surged 14.4%  to S$24.8 million, including S$5.5 million one-off gain


  • Constant currency growth  of 0.5% demonstrates underlying strength


  • Data center focus  positions CSE perfectly for AI infrastructure boom


Investment Thesis: This segment benefits from the global electrification megatrend, particularly data center power infrastructure. With Singapore' s data center market growing at 5.08% CAGR to S$5.6 billion by 2030, CSE is ideally positioned.

2. Communications (29.0% of Revenue) - Acquisition-Driven Expansion



  • Strong revenue growth of 12.7%  to S$128.0 million


  • Acquisitions contributed S$17 million  - Chicago Communications integration proceeding well


  • EBITDA flat  due to lower-margin ANZ business, but improving mix expected


  • Order intake up 18.9%  indicating strong pipeline

3. Automation (22.2% of Revenue) - Transitional Phase



  • Revenue stable  at S$98.1 million


  • EBITDA impacted  by S$5.1 million write-off of water treatment assets


  • Underlying performance solid  with focus on infrastructure and cybersecurity

Order Book Analysis - Strong Visibility but Normalization



The order book of  S$573.8 million  (down from S$692.3 million) reflects normal project execution patterns rather than demand weakness:


  • Electrification order intake  of S$130.9 million shows selectivity in project choice


  • Communications order intake  up 18.9% to S$136.1 million demonstrates momentum


  • Flow business  (67% of revenue) provides stable recurring revenue base


Key Catalyst: The  S$90.7 million electrification contract  secured in November 2024 will boost FY25-26 performance significantly.

Strategic Positioning - Riding Multiple Megatrends

Data Center Boom



  • Singapore market: S$4.16 billion (2024) &rarr S$5.60 billion (2030)


  • Global market: Growing at 8% CAGR, with APAC leading at 12%


  • CSE' s role: Critical electrification and communications infrastructure provider

AI Infrastructure Demand



  • Power requirements: AI data centers require 3-5x more power than traditional centers


  • Cooling systems: Advanced liquid cooling drives demand for CSE' s solutions


  • Edge computing: 5G rollouts create demand for micro data centers

Electrification Megatrend



  • Global market: US$209 billion by 2034 (9% CAGR)


  • EV infrastructure: Growing demand for charging stations


  • Grid modernization: Smart grid investments across developed markets

Competitive Advantages - Sustainable Moats



  1. Technical Expertise: 35+ years of engineering excellence in mission-critical infrastructure


  2. Customer Stickiness: 90% repeat customers with 30+ year relationships


  3. Geographic Scale: 15 countries, 61 offices providing local presence with global reach


  4. End-to-End Solutions: From concept design to ongoing maintenance


  5. Regulatory Compliance: Deep expertise in safety-critical environments

Valuation Analysis - Significant Upside Potential

Current Valuation Metrics (Based on S$0.66 share price)



  • P/E Ratio: 10.6x (FY2024 basis) - substantial discount to growth prospects


  • P/B Ratio: 1.2x - reasonable for asset-light business model


  • EV/EBITDA: ~9.5x - attractive for quality industrial business


  • Dividend Yield: 3.5% with progressive policy

Sum-of-Parts Valuation



  • Electrification: S$380-420 million (12-13x EBITDA)


  • Communications: S$180-200 million (16-18x EBITDA, reflecting growth)


  • Automation: S$70-80 million (20-23x EBITDA, turnaround story)


  • Net Debt: (S$91 million)


Fair Value Range:  S$0.85 - S$0.95 per share  (29-44% upside)

DCF Analysis



  • Revenue CAGR: 8-10% (2025-2027) driven by data center expansion


  • EBITDA margins: Expanding to 10-11% through operational leverage


  • WACC: 8.5% reflecting Singapore base and stable cash flows


  • Terminal growth: 3% conservative assumption


DCF Fair Value:  S$0.90 per share

Investment Strategy Recommendations

For Institutional Investors



BUY - Target Allocation 2-4% of Asian/Singapore Equity Portfolio

Investment Rationale:


  • Pure-play exposure  to AI infrastructure and electrification megatrends


  • Defensive growth  characteristics with recurring revenue base


  • Strong management  with proven acquisition integration track record


  • ESG compliant  investment in sustainable infrastructure


Entry Strategy:


  • Primary accumulation: S$0.60-0.70 range


  • Core position sizing: 2-4% allocation with 24-36 month holding period


  • Catalyst-driven additions: Post-quarterly results or major contract wins

For Retail Investors



STRONG BUY - Price Target S$0.90

Investment Approach:


  1. Growth at reasonable price (GARP)  strategy - quality business at discount valuation


  2. Thematic exposure  to AI infrastructure without speculative risk


  3. Dividend income  component with 3.5% yield plus growth potential


  4. Dollar-cost averaging: Build position over 3-6 months


Portfolio Allocation:


  • Growth investors: 4-6% allocation


  • Income investors: 3-4% allocation for dividend growth


  • Thematic investors: 5-7% as pure-play on electrification trend

Trading Action Plan & Price Targets

IMMEDIATE ACTION (Next 2-4 Weeks)



  • Current price S$0.66  represents attractive entry point


  • Accumulation zone: S$0.60-0.70


  • Stop-loss: S$0.55 (17% downside protection)

KEY MONITORING POINTS



  1. Q3 2025 results  (November) - order intake trends and project execution


  2. Major contract announcements  - particularly in data center segment


  3. Acquisition pipeline  - geographic expansion or capability building


  4. Singapore data center policy  - government capacity allocation decisions

PRICE TARGETS & CATALYSTS



  • Near-term (6-12 months): S$0.75-0.80 on earnings momentum


  • Medium-term (12-24 months): S$0.85-0.95 on structural growth acceleration


  • Long-term upside: S$1.00+ if data center boom exceeds expectations

KEY CATALYSTS



  1. Data center contract wins  - each major win could add 5-10% to share price


  2. Margin expansion  - demonstration of operational leverage


  3. Dividend increase  - potential to 4%+ yield attracting income investors


  4. Strategic acquisition  - bolt-on capabilities or geographic expansion

Risk Assessment & Mitigation

Key Risks (Manageable)



  1. Economic slowdown  affecting capex spending


  2. Project execution delays  or cost overruns


  3. Competition  from larger global players


  4. Working capital intensity  during growth phases

Risk Mitigation Factors



  • Diversified end markets  across geography and sectors


  • Sticky customer relationships  with high switching costs


  • Experienced management  with 35+ years track record


  • Strong balance sheet  with moderate gearing of 0.36x

Conclusion & Final Recommendation



CSE Global represents a  rare combination of defensive characteristics and growth potential  in the rapidly expanding data infrastructure sector. The company is strategically positioned at the intersection of multiple powerful megatrends - AI infrastructure, electrification, and data center expansion - while trading at a significant discount to its growth prospects.

The investment thesis is compelling:


  • Proven business model  with 90% customer retention


  • Structural growth drivers  in data center and electrification markets


  • Strong competitive position  with technical expertise and geographic reach


  • Attractive valuation  at 10.6x P/E with 29-44% upside potential


  • Progressive dividend policy  providing income component


Both institutional and retail investors should consider CSE Global as a core holding  to capture the AI infrastructure boom while benefiting from the company' s defensive characteristics and strong operational track record. The current price offers an excellent risk-adjusted entry point for a multi-year growth story.

FINAL RATING: STRONG BUY with S$0.90 price target  THIS IS AS PER PERPLEXITY AI PRO BUT DYODD


Joelton      ( Date: 14-Aug-2025 11:21) Posted:

CSE Global H1 earnings up 8.5% to S$16.3 million, boosted by growth of communications business 
However, its order book for H1 fell by 17.1 per cent to S$573.8 million compared to a year ago.
 
[SINGAPORE] Technology solutions provider CSE Global : 544 -1.45% reported a profit of S$16.3 million for the first half of FY2025, up 8.5 per cent from the corresponding period in 2024.
 
Revenue for H1 was up 2.8 per cent to S$440.9 million, from S$428.9 million, led by the growth of its communication business segment in the Americas region.
 
The communication business segment grew 12.7 per cent to S$128 million in H1, from S$113.6 million a year ago.
 
However, its other two business segments saw a slight drop in revenue.
 
Revenue for its electrification business fell by 0.9 per cent to S$214.8 million, mostly due to the weakening of the US dollar.
 
Revenue for its automation business fell 0.5 per cent to S$98.1 million due to plant and equipment and technical know-how intangibles being written off amounting to S$5.1 million in H1.
 
In line with the overall higher revenue, the group&rsquo s gross profit increased to S$123 million, up 3.8 per cent from S$118.4 million.
 
However, its order book for H1 fell by 17.1 per cent to S$573.8 million.
 
Operating expenses for H1 rose by 6.2 per cent or S$5.9 million to S$101.4 million. This increase was mainly due to higher personnel costs of S$2.7 million, higher building and equipment expenses of S$2.1 million and increase in depreciation expenses of S$1 million. 
 
Interest expenses were 11 per cent lower year-on-year, decreasing from S$4.6 million in H1 FY2024 to S$4.1 million in H1 FY2025.
 
Lim Boon Kheng, the chief executive officer of CSE Global, said that the company will benefit from the growing data centre industry, which will fuel strong demand for its electrification and communications solutions. 
 
&ldquo With the recent acquisition of Chicago Communications, we have established a presence in four states for our communications business in the US, supporting our regional expansion strategy. In the coming months, we will further expand our capacity for the electrification and communications business,&rdquo he added.
 
CSE Global&rsquo s board of directors has recommended an interim dividend of S$0.0114 per share, lower than S$0.0125 from a year ago. The dividend will be paid out on Sep 26.
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Joelton
Supreme
14-Aug-2025 11:21     
 
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CSE Global H1 earnings up 8.5% to S$16.3 million, boosted by growth of communications business 
However, its order book for H1 fell by 17.1 per cent to S$573.8 million compared to a year ago.
 
[SINGAPORE] Technology solutions provider CSE Global : 544 -1.45% reported a profit of S$16.3 million for the first half of FY2025, up 8.5 per cent from the corresponding period in 2024.
 
Revenue for H1 was up 2.8 per cent to S$440.9 million, from S$428.9 million, led by the growth of its communication business segment in the Americas region.
 
The communication business segment grew 12.7 per cent to S$128 million in H1, from S$113.6 million a year ago.
 
However, its other two business segments saw a slight drop in revenue.
 
Revenue for its electrification business fell by 0.9 per cent to S$214.8 million, mostly due to the weakening of the US dollar.
 
Revenue for its automation business fell 0.5 per cent to S$98.1 million due to plant and equipment and technical know-how intangibles being written off amounting to S$5.1 million in H1.
 
In line with the overall higher revenue, the group&rsquo s gross profit increased to S$123 million, up 3.8 per cent from S$118.4 million.
 
However, its order book for H1 fell by 17.1 per cent to S$573.8 million.
 
Operating expenses for H1 rose by 6.2 per cent or S$5.9 million to S$101.4 million. This increase was mainly due to higher personnel costs of S$2.7 million, higher building and equipment expenses of S$2.1 million and increase in depreciation expenses of S$1 million. 
 
Interest expenses were 11 per cent lower year-on-year, decreasing from S$4.6 million in H1 FY2024 to S$4.1 million in H1 FY2025.
 
Lim Boon Kheng, the chief executive officer of CSE Global, said that the company will benefit from the growing data centre industry, which will fuel strong demand for its electrification and communications solutions. 
 
&ldquo With the recent acquisition of Chicago Communications, we have established a presence in four states for our communications business in the US, supporting our regional expansion strategy. In the coming months, we will further expand our capacity for the electrification and communications business,&rdquo he added.
 
CSE Global&rsquo s board of directors has recommended an interim dividend of S$0.0114 per share, lower than S$0.0125 from a year ago. The dividend will be paid out on Sep 26.
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ayy002
Senior
14-Aug-2025 09:27     
 
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mindfully
Member
13-Aug-2025 18:40     
 
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 Alert Admin 		big currency translation loss means drop tmr? or look at core earnings?

spursfan      ( Date: 13-Aug-2025 17:56) Posted:


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spursfan
Supreme
13-Aug-2025 17:56     
 
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 Alert Admin 		https://links.sgx.com/1.0.0/corporate-announcements/2Z8WE630G0Q3VFBH/855445_CSE_1H2025%20Press%20Release.pdf
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Joelton
Supreme
11-Aug-2025 12:03     
 
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CSE Global
CSE Global booked S$16.5 million of net institutional inflow, which represented 3.3 per cent of its S$497 million market capitalisation as at Aug 7.
 
  At the same time, the stock rallied 23 per cent, while analysts at UOB Kay Hian Research and Maybank Investment Banking Group increased their target price on the stock. 
 
The 23 per cent gain extended the rally from the end of May to 64 per cent as at Aug 7. 
 
The gains since end-May have lifted the P/E ratio of the leading systems integrator and global provider of electrification, communications and automation solutions from 11x to 17x.
 
On Aug 6, CSE Global announced it had secured S$211.3 million in new orders for Q2 FY2025 (ended Jun 30), reflecting a 3.8 per cent increase from Q2 FY 2024 (or 7.8 per cent on a constant currency basis). 
 
The group highlighted that the electrification segment remained the largest contributor, mainly due to higher demand from the data centre market. 
 
This saw the group close H1 FY 2025 with an order book of S$573.8 million.
 
On May 14, CSE Global reported its Q1 FY2025 revenue increased 4 per cent from Q1 FY2024 to S$205.5 million, primarily driven by the communications and automation segments in the Americas region. 
 
This follows its FY 2024 revenue reaching a new high of S$861.2 million, which was up 18.8 per cent from FY 2023, and mainly driven by the electrification and automation segments.
 
CSE Global noted that electrification, communications and automation will remain its core business focus areas, while it continually expands its engineering capabilities and technology solutions to adapt to evolving market demands. 
 
The group also believes that the urbanisation, electrification, decarbonisation and artificial intelligence megatrends present significant growth opportunities. 
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wehuattogether88
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11-Aug-2025 11:39     
 
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 Alert Admin 		CSE might be going above 70 cents before their 1H results on 13 Aug
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chinhm88
Member
08-Aug-2025 22:35     
 
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 Alert Admin 		Today CSE hit $0 71, many years back it ever went up to 1.00+. It is going to break this previous high soon.
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Joelton
Supreme
08-Aug-2025 10:11     
 
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CSE Global Q2 new orders rise 3.8% to S$211.3 million
It secures US$46 million worth of major contract variations in the US data centre market from the extension of a current contract with an existing hyperscaler customer
 
[SINGAPORE] Systems integrator CSE Global : 544 +2.96% has secured S$211.3 million worth of new orders for its second quarter ended June, a 3.8 per cent rise from S$203.7 million in Q2 2024. 
 
This brought its ending order book for Q2 and H1 to S$573.8 million, 17.1 per cent down from S$692.3 million in the year-ago period, the group said on Wednesday (Aug 6).  
 
New order wins for Q2 were led by the electrification business segment, which represented around 44.9 per cent of total order intake for the quarter. Its new order wins grew year on year by 5.5 per cent to S$94.8 million from S$89.9 million, due to higher demand from the data centre market. 
 
This was followed by the communications business segment, which contributed around 34.3 per cent of total order intake for Q2. Its new orders grew 17.6 per cent to S$72.4 million from S$61.6 million. During the quarter, CSE Global secured a contract for engineering design, installation and maintenance works for advanced communications networks for a major data centre that is due for execution from 2025 to 2028.  
 
The automation business segment&rsquo s order intake, which made up 20.8 per cent of new orders for Q2, declined 15.6 per cent to S$44.1 million from S$52.2 million. 
 
On a half-year basis, the group&rsquo s H1 new orders fell to S$366.7 million, 3.2 per cent down from S$378.7 million in H1 2024. 
 
By segment, new orders for the electrification business fell 21 per cent for H1 to S$130.9 million from S$165.6 million, while that of the communications business rose 18.9 per cent to S$136.1 million from S$114.5 million. 
 
The automation business&rsquo order intake was largely unchanged, inching up 1.1 per cent to S$99.7 million from S$98.6 million. 
 
Lim Boon Kheng, group managing director and chief executive officer of CSE Global, said: &ldquo To optimise working capital efficiency, we are focused on strategically building our order book in the data centre and infrastructure sectors, and will reduce emphasis on water and wastewater sectors in the US.&rdquo
 
&ldquo We estimate about 10% of the equipment sourced from Europe, Mexico and South-east Asia is likely to be impacted by tariffs, which could reduce CSE Global&rsquo s margins slightly,&rdquo says Maybank Securities analyst Jarick Seet.
Maybank lowers target price of CSE Global to S$0.58 but remains &lsquo top pick&rsquo
On Tuesday, the group announced that it secured US$46 million worth of major contract variations in the US data centre market. These were from an extension to a current contract with its existing hyperscaler customer. 
 
Lim said that the contract variations are expected to contribute positively to CSE Global&rsquo s financial performance for the financial years 2025 and 2026. 
 
However, they are not expected to have a material impact on the group&rsquo s consolidated net tangible assets per share or earnings per share for the current financial year.
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wehuattogether88
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06-Aug-2025 11:11     
 
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 Alert Admin 		This is very good! Another US contract. Will be paving the way for a US listing of its subsidiary?

Joelton      ( Date: 06-Aug-2025 10:39) Posted:

CSE Global secures contracts worth US$46 mil for data centre projects in US
CSE Global has secured contract variations in the data centre market in the US worth US$46 mil, or about $59.3 million. This is an extension to a current contract with an existing hyperscaler customer, the group says.
 
The scope is for the design, engineering, fabrication, installation and integration of power management systems and solutions.
 
CEO of CSE Global Lim Book Kheng says these contract variations are expected to contribute positively to CSE Global&rsquo s financial performance for the financial years 2025 and 2026.
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Joelton
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06-Aug-2025 10:39     
 
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CSE Global secures contracts worth US$46 mil for data centre projects in US
CSE Global has secured contract variations in the data centre market in the US worth US$46 mil, or about $59.3 million. This is an extension to a current contract with an existing hyperscaler customer, the group says.
 
The scope is for the design, engineering, fabrication, installation and integration of power management systems and solutions.
 
CEO of CSE Global Lim Book Kheng says these contract variations are expected to contribute positively to CSE Global&rsquo s financial performance for the financial years 2025 and 2026.
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ayy002
Senior
08-Jul-2025 17:22     
 
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 Alert Admin 		let' s c the coming dividend.
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