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Latest Forum Topics / CSE Global    Last:1.38    -0.06  Post Reply
CSE Global
ayy002
Senior
23-Jun-2025 17:11     
 
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 Alert Admin 		holding up very well.
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trader1970
Elite
22-Jun-2025 14:36     
 
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 Alert Admin 		The U.S. missile strike on Iran?s nuclear facilities and the resulting market shifts could impact CSE Global (SGX:  544) in several ways?some indirectly negative (via market volatility) and others potentially positive, depending on how the situation evolves.

⸻

🧭 CSE Global ? Key Exposure Points

CSE Global is a Singapore-based engineering services firm focused on:
? Electrification (power systems for utilities, data centers, oil & gas)
? Automation & Control Systems (especially for oil & gas, mining, infrastructure)
? Communications Infrastructure (defense, critical networks)

Its business is globally diversified but has significant operations in North America, Australia, and Asia-Pacific.

⸻

🔄 Impact Analysis from Iran Tensions

🔻 1. Short-Term Market Volatility
? If global equity markets fall sharply on Monday due to geopolitical fears, CSE?s stock price could dip in sympathy, especially since it?s listed in Singapore and may see risk-off selling from global investors.
? However, CSE has relatively low beta, meaning it doesn?t move sharply with broad market swings?so the pullback may be muted.

Investor sentiment impact: Modestly negative short-term

⸻

⛽ 2. Oil Price Spike ? Potential Tailwind
? CSE has legacy exposure to the oil & gas sector, particularly in Australia and the U.S., providing control systems and field infrastructure.
? Higher oil prices often stimulate capex in upstream and midstream energy segments, potentially leading to more project wins for CSE?s automation business.

Oil price impact: Moderately positive

⸻

💡 3. Energy Security & Grid Resilience Demand
? If Middle East tensions threaten global oil supply or electricity reliability (especially in energy-importing countries), governments and private clients could accelerate electrification and grid hardening projects.
? This trend directly benefits CSE?s Electrification business, which is already seeing strong growth.

Energy infrastructure demand: Positive medium-term

⸻

💱 4. Currency and Cost Risks
? A sharply stronger USD or commodity-related inflation could impact CSE?s project costs and margins, especially if contracts are fixed-price or require imported components.

Cost pressure risk: Slightly negative

⸻

🧾 Summary Table

Factor Effect on CSE Global
Global market sell-off Short-term downside (mild)
Spike in oil prices Positive for energy projects
Rising demand for electrification & resilience Positive for long-term revenue
Inflation & cost pressures Slight negative on margins


⸻

📌 Final View

While CSE?s stock may face some near-term weakness due to global market jitters, the underlying developments?particularly higher oil prices and increased focus on energy security and grid investment?could support CSE?s medium- to long-term revenue growth, especially in its Electrification and Automation segments.

Can consider to collect on dip :):)
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trader1970
Elite
21-Jun-2025 20:42     
 
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 Alert Admin

https://www.cnbc.com/2025/06/21/why-electricity-prices-are-surging-for-us-households.html
Here&rsquo s a breakdown:

 

 

 

 

🔍 Key Insights from the CNBC article

 

 

The CNBC piece explains why U.S. residential electricity prices are climbing:

 
  1. Higher wholesale costs &ndash driven by rising natural gas prices, supply chain bottlenecks, difficulty hedging future energy, and infrastructure shortfalls.
  2. Climate and weather extremes &ndash heatwaves and storms are straining grid capacity and increasing demand.
  3. Aging infrastructure &ndash many utilities are investing in upgrading systems, which drives costs for consumers.


 

 

Bottom line: U.S. households are shouldering higher rates due to a combination of fuel, infrastructure, and market volatility pressures.

 

 

 

 

🏭 Why this matters for CSE Global (CSE Ltd)

 

 

CSE Global (SGX:  544) is a Singapore-listed systems integrator specializing in three segments: Electrification, Communications, and Automation. Their highest-growth area is Electrification &ndash specifically engineering and building power distribution and management systems for data centers, utilities, renewables, EV charging, etc. Here&rsquo s why the U.S. electricity price surge could boost their revenue:

 
  • Infrastructure upgrades: utilities and operators are investing heavily to rebuild and modernize grids to cope with stressed demand and extreme weather. CSE designs and implements power distribution centers and medium/high-voltage systems&mdash core to this spending  .
  • Client urgency: with rising electricity rates and unstable supply, customers (especially data centers, utilities, renewables) are pressing ahead with electrification and resilience projects&mdash exactly CSE&rsquo s sweet spot .
  • Geographic tailwinds: CSE has been winning major electrification contracts in the U.S.&mdash including transporting power systems for data centers and grids . As utilities invest to stabilize and upgrade, demand in North America is likely to remain strong.
  • Financial momentum: their electrification segment grew ~30% YoY in FY  2024, now accounts for > 50% of revenue and is backed by a healthy order-book of ~S$673  million  .


 

 

 

 

 

📈 Verdict: Tailwinds Support Future Revenue Growth

 

 

Yes, the current U.S. electricity price surge should benefit CSE&rsquo s future revenue, particularly its Electrification arm in North America:

 
  1. Utilities need upgraded power systems to ensure reliability and absorb cost pressures.
  2. Corporate and data center clients are accelerating infrastructure investments to cope with higher rates.
  3. CSE is already scaling in that market, with a strong backlog and proven execution.


 

 

Analyst reports and CSE&rsquo s FY2024 results point to sustained, multi-year growth driven by this electrification demand  .

 

 

 

 

✅ Summary

 

Key Factor

Impact on CSE Global



U.S. electricity price hikes

Fuel ongoing infrastructure upgrades


Rising demand for resilient power systems

CSE&rsquo s core capabilities


Strong U.S. electrification pipeline

Backed by healthy order-book


Financial traction

30% segment growth in FY2024


Bottom line: With electricity pricing and grid strain fueling urgent infrastructure needs, CSE is well-positioned for continued revenue growth, especially in the U.S. electrification space.

 

 
 
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ayy002
Senior
19-Jun-2025 14:54     
 
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 Alert Admin 		catching attention of these BB becos it is attractive PE and under valuation.
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trader1970
Elite
19-Jun-2025 14:27     
 
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 Alert Admin 		Reminds me of Fraser Hospitality .. once broke up 52 week high higher by 10 per cent plus announced good tidings.. 

wehuattogether88      ( Date: 19-Jun-2025 14:17) Posted:

The Ang Mo still buying aggressively on CSE.

trader1970      ( Date: 19-Jun-2025 14:15) Posted:

Just tested some sell.. JPM, MS and ML are buying .. am buying back? :):)
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wehuattogether88
Supreme
19-Jun-2025 14:17     
 
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 Alert Admin 		The Ang Mo still buying aggressively on CSE.

trader1970      ( Date: 19-Jun-2025 14:15) Posted:

Just tested some sell.. JPM, MS and ML are buying .. am buying back? :):)
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trader1970
Elite
19-Jun-2025 14:15     
 
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 Alert Admin 		Just tested some sell.. JPM, MS and ML are buying .. am buying back? :):)
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trader1970
Elite
19-Jun-2025 12:12     
 
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 Alert Admin 		M& A new investors delisting to list in US etc are probable positive news to be releasd soon.  From the married deal this morning at ~51, appears to bring us auspicious tidings..... ll be happy to collect more at 51/51.5...  For those take profits at high this morning, can consider buying back some ....angel
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wehuattogether88
Supreme
19-Jun-2025 10:36     
 
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 Alert Admin 		That  lawsuit  one got to wait, the listing is the more important factor

ayy002      ( Date: 19-Jun-2025 10:30) Posted:

law suit still wip
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ayy002
Senior
19-Jun-2025 10:30     
 
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 Alert Admin 		law suit still wip
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wehuattogether88
Supreme
19-Jun-2025 09:48     
 
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 Alert Admin 		Interesting happenings in CSE, might be the possible listing factors in US. 
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trader1970
Elite
19-Jun-2025 09:36     
 
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 Alert Admin 		51 married deal meaning this could be the support level..?

easywin      ( Date: 19-Jun-2025 09:30) Posted:

Gostan very fast, profits taking?
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easywin
Supreme
19-Jun-2025 09:30     
 
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 Alert Admin 		Gostan very fast, profits taking?
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trader1970
Elite
19-Jun-2025 09:01     
 
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 Alert Admin 		Married deal at pre opeing at 0.509 976100 lots.. Brewing and brewing lol....enlightenedWATCH :) Last chance

ayy002      ( Date: 18-Jun-2025 17:21) Posted:

Cat will come out of the bag soon
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ayy002
Senior
18-Jun-2025 17:21     
 
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 Alert Admin 		Cat will come out of the bag soon
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antifragile
Senior
18-Jun-2025 16:44     
 
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 Alert Admin 		Yesss!, only just started brewing....

wehuattogether88      ( Date: 18-Jun-2025 16:14) Posted:

The brewing is getting hotter and hotter today compared to yesterday.
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wehuattogether88
Supreme
18-Jun-2025 16:14     
 
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 Alert Admin 		The brewing is getting hotter and hotter today compared to yesterday.
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wehuattogether88
Supreme
17-Jun-2025 15:48     
 
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 Alert Admin 		The brewing is heating up slowly but surely something in the air.

trader1970      ( Date: 17-Jun-2025 15:34) Posted:

One mouthful BB buy up to strike back at shortist suppression...  There is no smoke without fire...  Yes brewing indeed... WATCH for the next one mouthful buy up at 505 and 51......devil

antifragile      ( Date: 17-Jun-2025 14:00) Posted:

Brewing....
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trader1970
Elite
17-Jun-2025 15:34     
 
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 Alert Admin 		One mouthful BB buy up to strike back at shortist suppression...  There is no smoke without fire...  Yes brewing indeed... WATCH for the next one mouthful buy up at 505 and 51......devil

antifragile      ( Date: 17-Jun-2025 14:00) Posted:

Brewing....
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Cadence88
Veteran
17-Jun-2025 14:40     
 
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 Alert Admin 		I know AECOM .. they are more construction consulting services. Not really comparable. 

Not sure about Quanta but it looks like in a totally different league - it' s revenue is > 10X that of Surbana-Jurong.

trader1970      ( Date: 17-Jun-2025 14:13) Posted:

Per Chatgbt:-
 

CSE Global Ltd (SGX: 544) is a Singapore-based technology solutions provider that specializes in systems integration, particularly in infrastructure, energy, and mining sectors, with strong engineering expertise in telecommunications, automation, and environmental solutions.

To identify US-listed peers, we should focus on companies that operate in similar domains, particularly:


  • Industrial automation & systems integration


  • Smart infrastructure and utilities solutions


  • Engineering and technical services for energy and infrastructure

🏭 Closest US-listed Peers to CSE Global



Here are the top 3 relevant and comparable US peers:

1. Jacobs Solutions Inc. (NYSE: J)



  • Business: Engineering, consulting, and systems integration for infrastructure, utilities, and energy.


  • Market Cap: ~$18B


  • 2025F PE: ~18&ndash 20x


  • Note: Large cap, but directly comparable in technical and infrastructure project scope.

2. AECOM (NYSE: ACM)



  • Business: Engineering and infrastructure design, also involved in telecom and systems integration work.


  • Market Cap: ~$12B


  • 2025F PE: ~17&ndash 19x


  • Note: Focused on public infrastructure and smart city development&mdash similar end markets.

3. Quanta Services Inc. (NYSE: PWR)



  • Business: Infrastructure services for energy (electric power, renewables, telecom).


  • Market Cap: ~$35B


  • 2025F PE: ~23&ndash 25x


  • Note: More focused on field services, but significant overlap in energy infrastructure and automation systems.

Bonus Comparable (Small-Mid Cap):



  • OSI Systems Inc. (NASDAQ: OSIS)


    • PE: ~20&ndash 22x


    • Focuses on electronic systems and software for critical infrastructure and security&mdash closer in scale and tech integration angle.

📊 CSE Global (SGX: 544) Valuation



  • Market Cap: ~S$330M


  • PE (TTM): ~10&ndash 12x


  • Forward PE (Estimate): ~9&ndash 11x

📌 Summary Comparison

Company Sector Focus Market Cap Forward PE (2025F)
CSE Global Infra, Energy, Automation ~S$330M ~10x
Jacobs (J) Infra & Consulting ~$18B ~18&ndash 20x
AECOM (ACM) Engineering & Infra ~$12B ~17&ndash 19x
Quanta (PWR) Energy & Infrastructure ~$35B ~23&ndash 25x
OSI Systems (OSIS) Systems Integration/Security ~$2B ~20&ndash 22x

✅ Takeaway



CSE Global trades at a significant valuation discount to its US peers. While it is a small-cap, its business model in critical infrastructure systems and engineering support is quite aligned. If CSE grows or expands US presence, a potential US listing or rerating closer to peer PE range (15&ndash 20x) could unlock substantial value.

 

Cadence88      ( Date: 17-Jun-2025 14:10) Posted:

Who are their US peers


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