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Boustead
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Boustead on the move now
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HVRRVH
Elite |
26-May-2025 11:39
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Full year results should be out this evening or within next couple of days. Unlikely to declare more than 4 cents dividend but let' s see whether shareholders would be surprised. | ||||
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tangsookiam1947
Master |
24-May-2025 11:03
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Boustead Singapore: A Deep Value Gem? Boustead ($F9D) remains a highly undervalued counter, trading below book with strong net cash position, high dividend yield, and a track record of steady earnings across its engineering, real estate, and geospatial segments. With its defensive fundamentals and limited downside, it is a name worth watching as Singapore equities attract renewed interest. More market insights here: 👉 Morgan Stanley raises Singapore equities target by 13% with reforms underway Disclaimer: This post is for informational purposes only and does not constitute investment advice. Please do your own due diligence. |
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tangsookiam1947
Master |
17-Apr-2025 15:37
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someone is DUMPING Boustead today........... | ||||
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dontbetray
Master |
14-Apr-2025 20:18
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Singapore&rsquo s financial and maritime sectors should expect the Trump administration to ramp up pressure on Iran&rsquo s oil industry and on Chinese buyers of the country&rsquo s crude, US Treasury officials told bankers and shipping executives during a visit to the city-state late last week. In the meetings with company executives and banks, Treasury officials emphasized that Washington would not be easing sanctions on Tehran, according to people present at the discussions or directly briefed by their companies. They asked not to be named as the exchanges are private. Instead, officials highlighted growing US attention on smaller, privately run refiners in China&rsquo s eastern Shandong province, key purchasers of Iran&rsquo s oil. They warned more penalties could be added, the people said. Enforcement remains a major challenge for Washington in a region where few countries recognize unilateral US sanctions &mdash but large financial institutions and any major shipping player will be eager to avoid getting tangled in secondary US sanctions. Last week&rsquo s discussions come after a cascade of US sanctions on vessels and trading companies working with Tehran. Last month saw the first move to sanction a Chinese private refiner. Shandong Shouguang Luqing Petrochemical Co bought Iranian oil valued at about US$500 million, the Treasury Department said in a statement at the time. They also come just as the US and Iran restart negotiations over Tehran&rsquo s nuclear program. White House and Iranian officials have said the indirect talks at the weekend were &ldquo constructive&rdquo , though the US side has also described the issues at stake as &ldquo very complicated.&rdquo US officials have previously visited Singapore, Asia&rsquo s oil trading hub, and neighbor Malaysia in an effort to bolster US sanctions on Iran and its curbs on Russia&rsquo s ability to keep funding its war in Ukraine. This latest visit also included a stop in Hong Kong, the people said. The US Embassy in Singapore did not immediately respond to an email seeking comment. The Trump administration has repeatedly said it wants to exert &ldquo maximum pressure&rdquo on Iran and to tighten up enforcement, seeking to force Tehran&rsquo s government to abandon uranium enrichment and cut off aid for proxy militias. Boustead Singapore:
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tangsookiam1947
Master |
01-Apr-2025 21:39
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we are still very far away from results release date...
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HVRRVH
Elite |
01-Apr-2025 15:16
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$1.11 now which coud be today' s closing price.
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HVRRVH
Elite |
01-Apr-2025 14:54
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New 52-week high at $1.1 with heavier volume. Good sign. Let' s see if the trend can continue till results release date.
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tangsookiam1947
Master |
31-Mar-2025 10:02
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Boustead Singapore Limited' s engineering order backlog, which represents the total value of uncompleted projects, has experienced notable fluctuations from 2023 to March 2025. Here' s a chronological overview: March 31, 2024:
November 12, 2024:
November 21, 2024:
March 28, 2025:
In summary, Boustead' s engineering order backlog experienced a decline in 2024 but saw a significant rebound in late 2024 and early 2025 due to securing major contracts in Malaysia and Singapore.
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Joelton
Supreme |
29-Mar-2025 13:35
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Boustead bags design-and-build contract for new pharmaceutical facility in Tuas
Coupled with RM300 million data centre project secured last November, the group&rsquo s engineering order backlog is now worth S$428 million
[SINGAPORE] Boustead Singapore : F9D +2.86%&rsquo s engineering and construction business unit, under its real estate solutions division Boustead Projects, has clinched a design-and-build contract for a new pharmaceutical facility in Tuas.
While the value of the contract was undisclosed, the group said that the latest contract, coupled with its RM300 million (S$90.7 million) data centre project, brings Boustead Projects&rsquo order backlog to SS$249 million. The data centre project was announced last November, and involves the building of a four-storey centre, an adjacent two-storey substation and pump house. It is expected to be completed by the end of the 2026 financial year.
The two contracts also bring Boustead Group&rsquo s engineering order backlog to S$428 million. This comprises unrecognised project revenue remaining at the end of the first half of FY2025 and the total value of new orders secured since then.
In a bourse filing on Friday (Mar 28), Boustead said the integrated pharmaceutical manufacturing and research and development facility will play an important role in enhancing clients&rsquo global network.
The facility, which will be located within Tuas Biomedical Park, will also allow it to &ldquo better meet growing demand from customers in advancing drug discoveries and treatments to patients in need&rdquo , said the infrastructure-related engineering and technology group.
Thomas Chu, managing director of Boustead Projects&rsquo engineering and construction business, added that the design-and-build process will fast-track the development process more efficiently.
&ldquo Managing the entire project from start to end also allows us to focus on delivering a specialised end-product that caters to our clients&rsquo specific operational and high-specification manufacturing needs,&rdquo he said.
The facility is expected to be completed by the third quarter of 2026.
Boustead does not expect the contract to have any material impact on its profitability, earnings per share and tangible net asset value per share in the financial years ending March 2025 and March 2026.
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Rightstock
Senior |
28-Mar-2025 20:48
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BOUSTEAD REAL ESTATE SOLUTIONS DIVISION SECURES SIZEABLE DESIGN-AND-BUILD CONTRACT FOR PHARMACEUTICAL FACILITY Singapore, 28 March 2025 SGX Mainboard-listed Boustead Singapore Limited (SGX:F9D) (&ldquo Boustead&rdquo ), a progressive global infrastructure-related engineering and technology group, is pleased to announce that its Engineering & Construction (&ldquo E& C&rdquo ) business under the Real Estate Solutions Division (Boustead Projects Limited (&ldquo BPL&rdquo )), has secured a notable design-and-build contract for an integrated pharmaceutical manufacturing and R& D facility. The new facility, which will be situated within Tuas Biomedical Park, will play an important role in enhancing the client&rsquo s global network and allow them to better meet growing demand from customers in advancing drug discoveries and treatments to patients in need. The facility is expected to be completed by the third quarter of calendar year 2026. Mr Thomas Chu, Managing Director of BPL&rsquo s E& C business, said, &ldquo With our deep experience and knowledge in the pharmaceutical sector, we are appreciative of our client&rsquo s trust in selecting us as the design-and-build partner in their expansion plans. Our client values the design-and-build process, which fast tracks the entire development process in a more efficient manner. Managing the entire project from start to end also allows us to focus on delivering a specialised end-product that caters to our clients&rsquo specific operational and high specification manufacturing needs.&rdquo The latest contract, coupled with BPL&rsquo s MYR300 million (~S$90 million) data centre project secured in Malaysia in November 2024, has boosted the Real Estate Solutions Division&rsquo s order backlog to S$249 million and the Boustead Group&rsquo s engineering order backlog to S$428 million (unrecognised project revenue remaining at the end of 1H FY2025 plus the total value of new orders secured since then). The above contract is not expected to have material impact on the Boustead Group&rsquo s profitability and earnings per share as well as tangible net asset value per share collectively in the financial year ending 31 March 2025 (&ldquo FY2025&rdquo ) and 31 March 2026 (&ldquo FY2026&rdquo ). |
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finjungle
Veteran |
15-Mar-2025 15:35
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Thank you for the masterpiece. With that buying and holding is a no brainer. Just buy and buy. See the results of the share price, UP or DOWN.
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tangsookiam1947
Master |
14-Mar-2025 17:22
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🚀 Boustead is Hugely Undervalued &ndash A Deep Value Play at Just $1.07! 🔥At $1.07, Boustead Singapore is trading at just one-third of its estimated sum-of-parts value, which easily exceeds $3 per share! The market is severely mispricing this asset-rich, cash-generating company with strong recurring income and high-growth potential. 📈 Earnings Power vs. Dividend Payout &ndash A Clear Mismatch
💰 Strong Net Cash Position &ndash A Fortress Balance Sheet
💎 Hidden Value: COMO Hotel at 30 Bideford RoadBoustead owns the ultra-luxurious COMO Metropolitan Hotel in Orchard, sitting on prime freehold land at 30 Bideford Road.
🌍 Geospatial Division &ndash A High-Growth, Recurring Revenue PowerhouseBoustead&rsquo s Geospatial division (which distributes Esri ArcGIS, the world' s leading geographic information system) is a fast-growing, cash-generating business with strong government and enterprise contracts.
📢 Key Growth Catalysts &ndash Why Boustead Won&rsquo t Stay Cheap for Long✅ Strategic restructuring into a Pan-Asian logistics platform via its stake in UI Holdings (UIH) ✅ Strong recurring income from fund management and logistics real estate ✅ Exposure to high-growth industrial, logistics, and geospatial tech sectors ✅ Record-high deferred orders in the geospatial division, ensuring robust future earnings ✅ Massive net cash position of S$274.1 million &ndash financial strength for future growth 🚀 The Market is Sleeping &ndash Smart Investors Won&rsquo tAt just $1.07, Boustead remains one of the most undervalued stocks on SGX, with multiple high-quality assets, strong earnings, and significant upside potential. 📢 This deep value play won&rsquo t stay hidden forever! 🚀 💎 ⚠ ️ Caveat: DYODD (Do Your Own Due Diligence) This post is not financial advice. Always do your own research and assess risk factors before investing. Markets can be unpredictable, and past performance is not always indicative of future results. Invest wisely! 💡 📊 |
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HVRRVH
Elite |
13-Mar-2025 13:16
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New 52-week high. More to come, FF Wong never fail to deliver. | ||||
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Joelton
Supreme |
13-Mar-2025 12:02
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Boustead Singapore to hive off real estate business subsidiary to take 24.1% stake in Unified Industrial
Singapore-listed company says proposed transaction will facilitate future capital-raising opportunities
[SINGAPORE] Boustead Singapore&rsquo s subsidiaries have entered into a master share subscription agreement with Hong Kong-based real estate company Unified Industrial and will form a new logistics platform called UIB.
The Singapore-listed company has agreed to transfer its fund and property-management businesses to Unified Industrial.
As part of the agreement, Boustead Singapore&rsquo s subsidiary BP-Unity will take a 24.1 per cent stake in Unified Industrial. The 35,505,812 new ordinary shares which will be issued will have a total subscription value of US$78.6 million.
Boustead Singapore said on Wednesday (Mar 12): &ldquo For over 20 years, the group has worked closely with government agencies to provide local and foreign end-users with industrial real estate solutions in Singapore. During this time, with Singapore&rsquo s evolving industrial scene, project costs have risen significantly in tandem with increasingly complex and sophisticated real estate solutions, particularly in high-value segments that require specialised fit-outs.
&ldquo In providing such real estate solutions to industrial end-users, (the group) has had to invest substantial capital from its balance sheet to comply with regulatory and commercial requirements for the company to own majority stakes in certain industrial projects.&rdquo
Boustead Singapore said it is of the view that the proposed transaction will be in the best interest of the group as it will facilitate future capital-raising opportunities.
The group may no longer need to commit substantial co-investment positions for funding future development projects in Singapore and Vietnam, which allows for the allocation of capital to other investments that may generate potentially higher returns for the shareholders of the company, added Boustead Singapore.
&ldquo The proposed transaction will result in geographic diversification into the Japan and China markets and potentially to other identified growth markets.&rdquo
Subject to the successful execution of business plans in the next five years, the transaction could potentially create value for the group given its stake in a regional Pan-Asian logistics and industrial platform.
On a pro forma basis, the proposed acquisition is expected to lift Boustead Singapore&rsquo s net tangible assets attributable to owners of the company to S$524.2 million from S$502.5 million, assuming the transaction had taken place on Mar 31, 2024, at the end of the company&rsquo s last financial year.
Earnings per share would have risen to 16.8 Singapore cents from 13.4 Singapore cents.
The new platform, UIB, will target real estate opportunities in high-growth sectors, particularly in logistics and data centres, both of which are experiencing growing demand driven by e-commerce, digitisation and regional supply chain realignment in the Pan-Asia region.
UIB will have US$3.5 billion of assets under management across Japan, China, Singapore and Vietnam.
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HVRRVH
Elite |
13-Mar-2025 01:09
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Indeed the real estate segment got hive off but no reit listing, instead it was exchange for 24.1% stake in a HK company called UIH. The 24.1% stake is valued at US$78.6m.
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tangsookiam1947
Master |
11-Mar-2025 21:53
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it is a FREEHOLD HOTEL in the prime Orchard Area!.... Even if they dont sell it, the market value will increase over time! boustead is really so undervalued. Sum of parts valuation probably more than $3 easily... Market price is only about $1...Soon, Mr market will realize it... DYDD...
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MrBear12
Supreme |
11-Mar-2025 19:02
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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If they want to sell soon
Lower the price to 600 to 650k
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tangsookiam1947
Master |
11-Mar-2025 18:56
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if Boustead can pull this Como Orchard Deal off, i think it will be a BIG HUAT!!.... Boustead' s market cap is barely $500mil. The Como hotel can be sold at $680mil!! DYDD... |
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tangsookiam1947
Master |
10-Mar-2025 22:45
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Boustead bought during crisis ... Now that interest rate is trending down, it is best time to fetch a SUPER GOOD PRICE!!... Best if they can sell for $700mil!!... $680mil is too cheap!
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MrBear12
Supreme |
10-Mar-2025 07:14
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Boss Tang, not heard anything yet on the street. Mrbear thinks if they lower their asking price to 600 million they may find a genuine buyer sooner. maybe cdl wants to acquire? Or hotel properties?? Or far east hospitality??? or just knock it down and develop residential cum commercial???? trade with possibilities
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