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Latest Forum Topics / CSE Global    Last:1.16    -0.02  Post Reply
UMS
SmallSmall
Supreme
17-Jun-2026 13:09     
 
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 Alert Admin 		Don' t see how to have a lawsuit in the first place.
ID himself quit over disagreement.
So what is there to sue?

The current price also could have discounted all these already pal.
The price have corrected quite a fair bit when the news came out.
So need to be ahead of the curve lah.

ayy002      ( Date: 17-Jun-2026 11:48) Posted:

damage already done. next expect to see lawsuits
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tongphlp
Supreme
17-Jun-2026 12:01     
 
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 Alert Admin 		that' s why lawyers can earn a lot...

ayy002      ( Date: 17-Jun-2026 11:48) Posted:

damage already done. next expect to see lawsuits
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ayy002
Senior
17-Jun-2026 11:48     
 
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 Alert Admin 		damage already done. next expect to see lawsuits
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tongphlp
Supreme
17-Jun-2026 11:13     
 
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 Alert Admin 		BT: 

CSE Global independent director quits after clashes with chairman Eugene Lai over board refresh



Tan Chian Khong says Lai, who is also Heliconia chairman, requested his resignation from board, committee roles
 
Lai Lai Lai, see who' s right who' s wrong..
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tongphlp
Supreme
17-Jun-2026 11:06     
 
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 Alert Admin 		another CDL in the making....
boardroom politics at its best...
stay clear..

Login20      ( Date: 17-Jun-2026 09:07) Posted:

It was seem that on 19 May 26 the LD was asked to step down for a more experience LD on M& A, by telecommunication on such a important and sensitive matter to a person involved.
LD was not happy on being asked to step down too.
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tongphlp
Supreme
17-Jun-2026 11:02     
 
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 Alert Admin 		over 600k lots q to sell at 1.36...
do they know something which we don' t?

tongphlp      ( Date: 17-Jun-2026 10:35) Posted:

best to stay clear. Not v clear how things will pan out..

SmallSmall      ( Date: 17-Jun-2026 10:28) Posted:

Self explanatory :
When the company disclosed to SGX...that are the facts (whether it is true is another matter)
Rumours - Is what people think before any official annoucements.
 
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tongphlp
Supreme
17-Jun-2026 10:35     
 
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 Alert Admin 		best to stay clear. Not v clear how things will pan out..

SmallSmall      ( Date: 17-Jun-2026 10:28) Posted:

Self explanatory :
When the company disclosed to SGX...that are the facts (whether it is true is another matter)
Rumours - Is what people think before any official annoucements.
 

tongphlp      ( Date: 17-Jun-2026 09:13) Posted:

what rumours? what facts
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SmallSmall
Supreme
17-Jun-2026 10:28     
 
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 Alert Admin 		Self explanatory :
When the company disclosed to SGX...that are the facts (whether it is true is another matter)
Rumours - Is what people think before any official annoucements.
 

tongphlp      ( Date: 17-Jun-2026 09:13) Posted:

what rumours? what facts?

SmallSmall      ( Date: 17-Jun-2026 09:08) Posted:

Sell on rumours buy on facts ?
$1.36 +$0.03
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tongphlp
Supreme
17-Jun-2026 09:13     
 
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 Alert Admin 		what rumours? what facts?

SmallSmall      ( Date: 17-Jun-2026 09:08) Posted:

Sell on rumours buy on facts ?
$1.36 +$0.03
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tongphlp
Supreme
17-Jun-2026 09:08     
 
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 Alert Admin 		so they could parachute out first before the rest?

LoudShout      ( Date: 17-Jun-2026 08:53) Posted:

Why not disclosed all these in the first announcement?  After a week and 20 per cent drop in share price, and after SGX query, then it responded.

Those who are in the know of the unresolved differences, benefit from the the share price volatitliy.  So much for governance and transparency.
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SmallSmall
Supreme
17-Jun-2026 09:08     
 
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 Alert Admin 		Sell on rumours buy on facts ?
$1.36 +$0.03
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Login20
Master
17-Jun-2026 09:07     
 
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 Alert Admin 		It was seem that on 19 May 26 the LD was asked to step down for a more experience LD on M& A, by telecommunication on such a important and sensitive matter to a person involved.
LD was not happy on being asked to step down too.
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LoudShout
Master
17-Jun-2026 08:53     
 
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 Alert Admin 		Why not disclosed all these in the first announcement?  After a week and 20 per cent drop in share price, and after SGX query, then it responded.

Those who are in the know of the unresolved differences, benefit from the the share price volatitliy.  So much for governance and transparency.
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tongphlp
Supreme
17-Jun-2026 07:42     
 
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 Alert Admin 		Boardroom politics

LoudShout      ( Date: 11-Jun-2026 11:22) Posted:

Nothing is unwarranted.
  Instead of maintaining TP, it should be cited for poor governance and lack of transparency.

The timely replacement of the resigned ILD is not the solution, more important is whether the resignation relates to his role as ILD, Chairman Audit and Risk and Chairman of Nominating Commitee.  The resigned ID held and is holding directorships in other esteemed public cos and institutions.

Just that the controlling shareholders got along for decade is irrelevant.  The resigned director had been with the Co for 7 years.  We are not sure whether the management of the controlling shareholders are the same 7 years ago.

Asked a divorced couple who had decades of married life and the sudden irreconcialiable differences.  In this instant minority shareholders have an interest in knowing the differences in opinions do not relate to the roles held by the resigned ILD.

Joelton      ( Date: 10-Jun-2026 09:41) Posted:



&lsquo Selldown unwarranted fundamentals intact&rsquo : UOBKH maintains &lsquo buy&rsquo on CSE Global following ID&rsquo s resignation

John Cheong and Heidi Mo from UOB Kay Hian are maintaining their &ldquo buy&rdquo call on CSE Global (SGX:544) despite the recent resignation of the company&rsquo s lead independent director, Tan Chian Khong.

In their June 9 report, both analysts pointed out that the stated reason for the resignation was due to &ldquo unresolved differences of views with regards to working with controlling shareholders&rdquo . No further details have been provided by the company or the departing director.

Tan was also chairman of the company&rsquo s audit and risk committee, and also the nominating committee. Since Tan&rsquo s resignation, the share price has dropped by around 20% to $1.33 as of June 9.

Cheong and Mo note that the key point that remained unanswered at CSE Global, which has been conducting a strategic review since February, was whether the differences relate to a specific transaction, strategic direction or engagement with major shareholders.

While they acknowledge the &ldquo governance gap&rdquo , Cheong and Mo are maintaining their investment thesis on CSE Global. &ldquo There are currently no operational or strategic changes being disclosed and 1QFY2026&rsquo s revenue grew 29% y-o-y to $265 million and order intake surged 75% y-o-y, suggesting business operational growth,&rdquo they add.

At the same time, Temasek subsidiary Helicionia Capital, which has been CSE Global&rsquo s major shareholder since 2015, has co-existed with the board for over a decade without any operational incident.

Having said so, the analysts point out that CSE Global is obligated to appoint a replacement lead independent director in a timely manner.

&ldquo A swift, high-calibre appointment would itself be a governance positive, and the reconstitution of the ARC and NC under new leadership would restore independent oversight,&rdquo the team explains.

Despite the resignation, there has been no change thus far to the overall capital allocation policy to CSE Global, which further reaffirms the analysts&rsquo investment thesis on the company.

That being said, they are keeping a close watch on any potential developments such as the pace and calibre of the lead independent director replacement, further board-level changes or any shift in capital allocation, which might signal a change in the intent of CSE Global&rsquo s controlling shareholder.

&ldquo In the absence of any such developments, we view the selldown as pricing in risks that are unsupported by current available facts,&rdquo the analysts state.

On the business front, 1HFY2026 will likely be a softer period y-o-y for CSE Global due to rising material costs, start-up costs for its new 241,000 sq ft electrification facility and closeouts of municipal projects in the renewables sector.

&ldquo 2HFY2026 should see a recovery as the new facility reaches steady-state, start-up costs normalise and the $716 million orderbook converts into revenue,&rdquo the team predicts.

As such, Cheong and Mo are keeping their &ldquo buy&rdquo call along with the same $1.79 target price, which is based on 29 times FY2027 P/E ratio, which is 2 standard deviations above its mean.

&ldquo This reflects CSE&rsquo s re-rating from its historical 15 times mean of its P/E ratio, driven by the data centre electrification narrative and strong order intake. We believe the premium is justified by the Amazon warrant relationship and its robust $716 million orderbook,&rdquo state the analysts.

&ldquo At $1.33, the stock trades at around 21 times FY2027 P/E ratio, a meaningful discount to our multiple and in our view, a level that underprices the data centre growth story. While governance continues to be an overhang, it is resolvable and the business fundamentals have not changed,&rdquo the team concludes.

As at 10.20am, shares of CSE Global are trading 1 cent lower, or down 0.75% at $1.32.


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tongphlp
Supreme
17-Jun-2026 07:25     
 
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 Alert Admin 		doesnt bode well for CSE

chinhm88      ( Date: 16-Jun-2026 22:29) Posted:


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chinhm88
Member
16-Jun-2026 22:29     
 
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 Alert Admin 		Microsoft Word - CSE - Responses to SGX Regco queries (12 June 2026)(cln)(sent).docx

Any Guru can analyse
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LoudShout
Master
11-Jun-2026 11:22     
 
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 Alert Admin 		Nothing is unwarranted.
  Instead of maintaining TP, it should be cited for poor governance and lack of transparency.

The timely replacement of the resigned ILD is not the solution, more important is whether the resignation relates to his role as ILD, Chairman Audit and Risk and Chairman of Nominating Commitee.  The resigned ID held and is holding directorships in other esteemed public cos and institutions.

Just that the controlling shareholders got along for decade is irrelevant.  The resigned director had been with the Co for 7 years.  We are not sure whether the management of the controlling shareholders are the same 7 years ago.

Asked a divorced couple who had decades of married life and the sudden irreconcialiable differences.  In this instant minority shareholders have an interest in knowing the differences in opinions do not relate to the roles held by the resigned ILD.

Joelton      ( Date: 10-Jun-2026 09:41) Posted:



&lsquo Selldown unwarranted fundamentals intact&rsquo : UOBKH maintains &lsquo buy&rsquo on CSE Global following ID&rsquo s resignation

John Cheong and Heidi Mo from UOB Kay Hian are maintaining their &ldquo buy&rdquo call on CSE Global (SGX:544) despite the recent resignation of the company&rsquo s lead independent director, Tan Chian Khong.

In their June 9 report, both analysts pointed out that the stated reason for the resignation was due to &ldquo unresolved differences of views with regards to working with controlling shareholders&rdquo . No further details have been provided by the company or the departing director.

Tan was also chairman of the company&rsquo s audit and risk committee, and also the nominating committee. Since Tan&rsquo s resignation, the share price has dropped by around 20% to $1.33 as of June 9.

Cheong and Mo note that the key point that remained unanswered at CSE Global, which has been conducting a strategic review since February, was whether the differences relate to a specific transaction, strategic direction or engagement with major shareholders.

While they acknowledge the &ldquo governance gap&rdquo , Cheong and Mo are maintaining their investment thesis on CSE Global. &ldquo There are currently no operational or strategic changes being disclosed and 1QFY2026&rsquo s revenue grew 29% y-o-y to $265 million and order intake surged 75% y-o-y, suggesting business operational growth,&rdquo they add.

At the same time, Temasek subsidiary Helicionia Capital, which has been CSE Global&rsquo s major shareholder since 2015, has co-existed with the board for over a decade without any operational incident.

Having said so, the analysts point out that CSE Global is obligated to appoint a replacement lead independent director in a timely manner.

&ldquo A swift, high-calibre appointment would itself be a governance positive, and the reconstitution of the ARC and NC under new leadership would restore independent oversight,&rdquo the team explains.

Despite the resignation, there has been no change thus far to the overall capital allocation policy to CSE Global, which further reaffirms the analysts&rsquo investment thesis on the company.

That being said, they are keeping a close watch on any potential developments such as the pace and calibre of the lead independent director replacement, further board-level changes or any shift in capital allocation, which might signal a change in the intent of CSE Global&rsquo s controlling shareholder.

&ldquo In the absence of any such developments, we view the selldown as pricing in risks that are unsupported by current available facts,&rdquo the analysts state.

On the business front, 1HFY2026 will likely be a softer period y-o-y for CSE Global due to rising material costs, start-up costs for its new 241,000 sq ft electrification facility and closeouts of municipal projects in the renewables sector.

&ldquo 2HFY2026 should see a recovery as the new facility reaches steady-state, start-up costs normalise and the $716 million orderbook converts into revenue,&rdquo the team predicts.

As such, Cheong and Mo are keeping their &ldquo buy&rdquo call along with the same $1.79 target price, which is based on 29 times FY2027 P/E ratio, which is 2 standard deviations above its mean.

&ldquo This reflects CSE&rsquo s re-rating from its historical 15 times mean of its P/E ratio, driven by the data centre electrification narrative and strong order intake. We believe the premium is justified by the Amazon warrant relationship and its robust $716 million orderbook,&rdquo state the analysts.

&ldquo At $1.33, the stock trades at around 21 times FY2027 P/E ratio, a meaningful discount to our multiple and in our view, a level that underprices the data centre growth story. While governance continues to be an overhang, it is resolvable and the business fundamentals have not changed,&rdquo the team concludes.

As at 10.20am, shares of CSE Global are trading 1 cent lower, or down 0.75% at $1.32.

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chinhm88
Member
10-Jun-2026 17:28     
 
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 Alert Admin 		Today there were some strong buying up until the closing, seems the report do have some effect on the counter. 
Green against all the other Tech that were red. 
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trader1970
Elite
10-Jun-2026 15:09     
 
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 Alert Admin 		If Temasek and management can sort out their differences, it could be the catalyst the market has been waiting for. After a merciless sell-down over the past week, sentiment looks washed out. Perhaps it' s time for some good news to be out to entice the longists ?  enlightened
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ayy002
Senior
10-Jun-2026 10:15     
 
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 Alert Admin 		with the inflation monster on the horizon, it wont be surprise to dig furthur until the next resistance level.
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