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ST Engg

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wooncs8870
    13-Nov-2025 09:29  
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ST Engineering, which has a policy of paying 4 cents per share per quarter, will be sticking to this amount of dividend payout for the 3QFY2025.

However, for the final quarter, it plans to pay 6 cents per share. In addition, the company wants to pay a special dividend of another 5 cents, which will be partly drawn from cash proceeds of some $594 million in divestments made earlier this year.

This will bring its full-year FY2025 payout to 23 cents.

 

ST Engineering shares closed at $8.29 on Nov 12, up 0.61%, extending a year-to-date gain of 78.28%.

 
 
investshare
    13-Nov-2025 06:57  
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My average was below $4.
When it goes more than $8, yield drop below 2%, I was thinking to sell and put the money in Cpf for 2.5%.
Now no need to think.
 
 
JurongW
    12-Nov-2025 19:10  
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Yes, well explained. The exciting news is the special dividend proposed at 5 cents.  This was not communicated to investors earlier, a welcome surprise.

MrBear12      ( Date: 12-Nov-2025 18:38) Posted:

Friend, let me clarify further:

Today' s business update revealed a 3Q 2025 dividend of 4 cents to be paid on 5 Dec 2025.

Additionally, the company disclosed that the board is gonna propose a 4Q 2025 dividend of 6 cents plus a special dividend of 5 cents (total 11 cents) to be paid next year 2026 after the announcement of full year results for 2025.

So the FY 2025 total dividend payout is expected to be 23 cents. (18 cents ordinary plus 5 cents special)

As for the future dividends from FY 2026 onwards, the company clarified:
FY2026 total dividend will be determined by the sum of
i) 18 cents per share (FY2025 total ordinary dividend), and
ii) one-third of year-on-year incremental net profit.
The computation of the year-on-year incremental net profit shall exclude one-off effects of major divestments and impairments.
Such an approach aligns with sustainable operating performance and avoids fluctuations in ordinary dividends resulting from non-operating one-off effects of major divestments and impairments.

JurongW      ( Date: 12-Nov-2025 17:58) Posted:

Sorry, was too excited.  Q4 : 6 cents plus special dividends 5 cents.  Total 11 cents for Q


 

 
MrBear12
    12-Nov-2025 18:38  
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Friend, let me clarify further:

Today' s business update revealed a 3Q 2025 dividend of 4 cents to be paid on 5 Dec 2025.

Additionally, the company disclosed that the board is gonna propose a 4Q 2025 dividend of 6 cents plus a special dividend of 5 cents (total 11 cents) to be paid next year 2026 after the announcement of full year results for 2025.

So the FY 2025 total dividend payout is expected to be 23 cents. (18 cents ordinary plus 5 cents special)

As for the future dividends from FY 2026 onwards, the company clarified:
FY2026 total dividend will be determined by the sum of
i) 18 cents per share (FY2025 total ordinary dividend), and
ii) one-third of year-on-year incremental net profit.
The computation of the year-on-year incremental net profit shall exclude one-off effects of major divestments and impairments.
Such an approach aligns with sustainable operating performance and avoids fluctuations in ordinary dividends resulting from non-operating one-off effects of major divestments and impairments.

JurongW      ( Date: 12-Nov-2025 17:58) Posted:

Sorry, was too excited.  Q4 : 6 cents plus special dividends 5 cents.  Total 11 cents for Q4

JurongW      ( Date: 12-Nov-2025 17:56) Posted:

https://links.sgx.com/1.0.0/corporate-announcements/I71RT5LOBN20TDNM/866778_20251112_ST%20Engineering_3Q2025%20Market%20Updates_News%20Release.pdf

3Q business upate - Q4 dividend of 4 cents plus proposed special dividends of 6 cents.  Total for FY25 will be 23 cents.

I expect this stock to fly high tomorrow.
 


 
 
JurongW
    12-Nov-2025 17:58  
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Sorry, was too excited.  Q4 : 6 cents plus special dividends 5 cents.  Total 11 cents for Q4

JurongW      ( Date: 12-Nov-2025 17:56) Posted:

https://links.sgx.com/1.0.0/corporate-announcements/I71RT5LOBN20TDNM/866778_20251112_ST%20Engineering_3Q2025%20Market%20Updates_News%20Release.pdf

3Q business upate - Q4 dividend of 4 cents plus proposed special dividends of 6 cents.  Total for FY25 will be 23 cents.

I expect this stock to fly high tomorrow.
 

 
 
JurongW
    12-Nov-2025 17:56  
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https://links.sgx.com/1.0.0/corporate-announcements/I71RT5LOBN20TDNM/866778_20251112_ST%20Engineering_3Q2025%20Market%20Updates_News%20Release.pdf

3Q business upate - Q4 dividend of 4 cents plus proposed special dividends of 6 cents.  Total for FY25 will be 23 cents.

I expect this stock to fly high tomorrow.
 
 

 
MrBear12
    11-Nov-2025 16:38  
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You are very astute, JurongW Bear had a part in growing the defence industry in Singapore. So his long association with STEng Majullah, Singapore Technologies

JurongW      ( Date: 11-Nov-2025 16:08) Posted:

HI Bear, u must have bought STE many years go. Is your avg cost less than $2?

MrBear12      ( Date: 11-Nov-2025 08:25) Posted:

Buy while stocks last

STEng will not go out of contract

Singapore's defence industry relies on it.

A strategic stock

To pass down to next generation

Don't be miserly when it comes to defence

And we must defend ourselves. Nobody will defend us.


 
 
JurongW
    11-Nov-2025 16:08  
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HI Bear, u must have bought STE many years go. Is your avg cost less than $2?

MrBear12      ( Date: 11-Nov-2025 08:25) Posted:

Buy while stocks last

STEng will not go out of contract

Singapore's defence industry relies on it.

A strategic stock

To pass down to next generation

Don't be miserly when it comes to defence

And we must defend ourselves. Nobody will defend us.

 
 
wooncs8870
    11-Nov-2025 15:16  
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1. Earnings Report and Financials:



  • Upcoming Earnings: If ST Engineering reports strong earnings, especially driven by its contracts in aerospace and defense sectors, it could provide a positive catalyst for share price growth. Any surprises, whether positive or negative, could impact the stock in the short term.


  • Profitability: Investors will be keen to see if the company&rsquo s earnings growth remains consistent, especially given global economic uncertainties. If margins are squeezed due to rising input costs, that could cause a short-term pullback in the stock.

2. New Contracts and Announcements:



  • Any new contract wins or major updates related to their defense, aerospace, or urban solutions sectors could give the stock a boost. Given that the $4.9 billion contract win was recent, additional contract wins could maintain positive momentum for the stock.


  • However, if no significant updates come in the next month, ST Engineering may experience some sideways movement or slight downward pressure.

3. Geopolitical and Market Conditions:



  • Global Market Sentiment: If global markets face further headwinds from inflationary pressures or interest rate hikes, defensive stocks like ST Engineering could be more resilient, but they may still face some downward pressure in the short term.


  • Geopolitical Tensions: Since ST Engineering is heavily involved in defense, geopolitical events (e.g., tensions in the South China Sea or Middle East) could affect the stock. If there&rsquo s a sudden escalation, defense stocks could be impacted, but it could also lead to increased demand for defense products, depending on the circumstances.

4. Sector Trends:



  • Defense and Aerospace: If there are strong signs of continued investment in defense and aerospace industries (which is likely given global military expenditure), ST Engineering could benefit from this momentum.


  • Urban Solutions and Smart City Initiatives: If the focus on smart cities and sustainable urban solutions continues to grow, ST Engineering could see rising demand for its services and products in this sector.

Technical Indicators (Next Month Outlook):



  • Resistance Levels: The stock could face resistance around S$8.50 to S$8.60 in the near term. If it breaks past these levels, it could see further upside, potentially pushing toward S$9.00.


  • Support Levels: The stock may find support around S$8.00 or a bit lower around S$7.80. If it falls below these levels, it could signal a potential short-term pullback.

Potential Price Range:



Based on the current trends and factors above, I would expect the price of ST Engineering to trade between S$8.00 and S$8.60 over the next month, with potential for a breakout if the company secures additional contracts or the market shows signs of recovery.
 
 
MrBear12
    11-Nov-2025 08:25  
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Buy while stocks last

STEng will not go out of contract

Singapore's defence industry relies on it.

A strategic stock

To pass down to next generation

Don't be miserly when it comes to defence

And we must defend ourselves. Nobody will defend us.
 

 
kepoh88
    10-Nov-2025 22:59  
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afraid of UPS crash lawsuit, hopefully not, otherwise it will multi million and lost of contract.

papercut111      ( Date: 10-Nov-2025 09:37) Posted:

Guess it will only go up once ntsb indicate no issue with ups maintenance

MrBear12      ( Date: 09-Nov-2025 19:27) Posted:

Ignore the noise. It can go up or down daily and weekly.

Once thing is for sure, earnings of this company will increase. Our dividends will also increase along with the price.

So just hold to capture it's growth



 
 
JurongW
    10-Nov-2025 18:01  
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Let' s hope near term hold at around $8 level. Currently trading below 20 MA, 50 MA, 100 MA.    A good Q3 business update should reverse the downtrend.

hamcheong      ( Date: 10-Nov-2025 17:10) Posted:

already bought. loaded up more today

JurongW      ( Date: 09-Nov-2025 15:18) Posted:

Are u waiting for it to go lower to buy or already bought them at higher than current price


 
 
hamcheong
    10-Nov-2025 17:10  
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already bought. loaded up more today

JurongW      ( Date: 09-Nov-2025 15:18) Posted:

Are u waiting for it to go lower to buy or already bought them at higher than current price?

hamcheong      ( Date: 09-Nov-2025 15:03) Posted:

share price has been going downwards whole of last week.  its has been closing lower day by day,
last Monday 8.57 closed, last Wed 8.37 closed, last Friday 8.29 closed


 
 
papercut111
    10-Nov-2025 09:37  
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Guess it will only go up once ntsb indicate no issue with ups maintenance

MrBear12      ( Date: 09-Nov-2025 19:27) Posted:

Ignore the noise. It can go up or down daily and weekly.

Once thing is for sure, earnings of this company will increase. Our dividends will also increase along with the price.

So just hold to capture it's growth



hamcheong      ( Date: 09-Nov-2025 15:03) Posted:

share price has been going downwards whole of last week.  its has been closing lower day by day,
last Monday 8.57 closed, last Wed 8.37 closed, last Friday 8.29 closed


 
 
MrBear12
    09-Nov-2025 19:27  
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Ignore the noise. It can go up or down daily and weekly.

Once thing is for sure, earnings of this company will increase. Our dividends will also increase along with the price.

So just hold to capture it's growth



hamcheong      ( Date: 09-Nov-2025 15:03) Posted:

share price has been going downwards whole of last week.  its has been closing lower day by day,
last Monday 8.57 closed, last Wed 8.37 closed, last Friday 8.29 closed

 

 
JurongW
    09-Nov-2025 15:18  
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Are u waiting for it to go lower to buy or already bought them at higher than current price?

hamcheong      ( Date: 09-Nov-2025 15:03) Posted:

share price has been going downwards whole of last week.  its has been closing lower day by day,
last Monday 8.57 closed, last Wed 8.37 closed, last Friday 8.29 closed

 
 
hamcheong
    09-Nov-2025 15:03  
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share price has been going downwards whole of last week.  its has been closing lower day by day,
last Monday 8.57 closed, last Wed 8.37 closed, last Friday 8.29 closed
 
 
MrBear12
    09-Nov-2025 14:44  
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I thot it is getting higher. Earning more and more.

hamcheong      ( Date: 09-Nov-2025 13:27) Posted:

Will tomorrow be a repeat of Friday' s sell down again? the price seems to be going lower everyday

 
 
hamcheong
    09-Nov-2025 13:27  
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Will tomorrow be a repeat of Friday' s sell down again? the price seems to be going lower everyday
 
 
papercut111
    07-Nov-2025 11:43  
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what happened to the timeline?

sfw2124      ( Date: 23-Oct-2025 23:29) Posted:

ST ENGINEERING (S63) - PROFIT-TAKING PRICE TARGETS AFTER $4.9B Q3 CONTRACT WINS   



Current Close (Oct 23, 2025):  S$8.48
Latest Announcement:  S$4.9B Q3 contract wins (+S$14B YTD 9M total)
Implied Momentum:  Strong upside catalyst emerging

EXECUTIVE RECOMMENDATION: THREE-TIER PROFIT-TAKING STRATEGY

TIER 1: CONSERVATIVE EXIT (Risk-Averse )



Target Price:  S$8.80-8.90
Trigger:  Intraday rally within 1-3 trading sessions
Profit Taken:  4-5% gain (S$0.32-0.42)
Action:  Sell  30% of position  (trim profits early)

Rationale:


  • Lock in immediate gains from Q3 contract news


  • De-risk position before profit-taking by institutional holders


  • Allow 70% of position to continue riding longer-term momentum


Probability of Hitting:  75% (likely within 1 week)

TIER 2: MODERATE EXIT (Balanced Approach)



Target Price:  S$9.10-9.30
Trigger:  2-3 weeks post-announcement (analyst upgrades kick in)
Profit Taken:  7-10% gain (S$0.60-0.82)
Action:  Sell  50% of remaining position  (another 35% of original)

Rationale:


  • Allows momentum to develop as analysts digest contract wins


  • Q3 results (Nov 18) will trigger additional buying


  • Analyst price target upgrades typically follow good contract news


  • Still maintains core position for Nov-Feb upside


Probability of Hitting:  80% (likely by early Nov)

TIER 3: AGGRESSIVE EXIT (Hold for Max Gain)



Target Price:  S$9.50-9.80
Trigger:  After Q3 2025 results (Nov 18) if earnings exceed expectations
Profit Taken:  12-15% gain (S$1.00-1.32)
Action:  Sell  final 30% of position  (last quarter trimmed)

Rationale:


  • Maximum upside capture from full fundamental + technical re-rating


  • Q3 results will provide earnings visibility for 2026


  • Contract wins will be reflected in profit/EPS guidance


  • Nov 18 results catalyst typically drives strong institutional flows


Probability of Hitting:  65% (achievable but requires patience)

CONSOLIDATED EXIT STRATEGY SUMMARY

Exit Tier Price Target Timing % Sold Cumulative % Sold Gain Action
Tier 1 (Conservative) S$8.80-8.90 1-3 trading days 30% 30% +4-5% SELL 1/3
Tier 2 (Moderate) S$9.10-9.30 2-3 weeks 35% 65% +7-10% SELL 1/2
Tier 3 (Aggressive) S$9.50-9.80 After Nov 18 results 35% 100% +12-15% SELL FINAL 1/3
If holds above S$9.80 S$10.00+ Dec 2025+ &mdash &mdash +18%+ HOLD (New thesis)
 

WHY THESE PRICE TARGETS ARE REALISTIC

1. Contract Win Momentum ($4.9B Q3 + $14B YTD)



Order Book Dynamics:


  • Current backlog: S$31.2B


  • 9M 2025 wins: S$14B (annualize to S$18.7B if Q4 matches)


  • New order backlog trajectory:  S$33-35B by year-end


  • This translates to  3-year visibility  (vs current 2.6 years)


Market Valuation Impact:


  • S$14B new orders in 9 months = exceptional pace


  • Analyst consensus expected to raise 2026E EPS by 8-12%


  • Each 1% EPS upgrade typically adds 1-1.5% P/E multiple expansion


  • Conservative target:  Current 30.6x P/E &rarr 31.5x P/E by Nov results

2. Segment Breakdown Showing Broad-Based Strength



Defence & Public Security: S$2.4B (49% of Q3 wins)  🔴


  • First South America 155mm ammunition orders (new market)


  • AI/5G/cybersecurity digital solutions gaining traction


  • Satellite/data center contracts expanding


  • Implication:  High-margin defense digital mix improving


Commercial Aerospace: S$1.4B (29% of Q3 wins)  ✈ ️


  • Airbus A380 multi-year heavy maintenance = recurring revenue


  • Engine MRO " continued apace" = sustained demand


  • A330 freighter conversion orders (supply chain normalizing)


  • Implication:  MRO margin sustainability improving 2026


Urban Solutions: S$1.1B (22% of Q3 wins)  🏙 ️


  • Thomson-East Coast Line Extension (Singapore infrastructure)


  • U.S. tolling contracts expanding


  • Healthcare ICT solutions (Doctor-on-Call) winning


  • Implication:  Urban solutions stabilizing (previously 0% growth in H1)

3. Key Phrase from Announcement: Material Impact Caveat  ⚠ ️



Quote from Oct 23 announcement:


" These contracts are not expected to have any material impact on the consolidated net tangible assets per share and earnings per share of ST Engineering for the  current financial year."


Translation:


  • S$4.9B Q3 wins won' t impact FY2025 EPS materially


  • Most revenue recognition is FY2026+ (multi-year contracts)


  • But provides  evidence of demand strength  for forward guidance


  • Nov 18 results will likely  raise FY2026E guidance  by 10-15%


Market Reaction:  Positive, as forward visibility improves (even if current year unaffected) DYODD


JurongW      ( Date: 23-Oct-2025 18:31) Posted:

3Q contract win

https://links.sgx.com/1.0.0/corporate-announcements/R6WJJYKPEV8KXDPJ/864679_251023_SGX_ST%20Engineering%20Announces%20Strong%20Contract%20Wins%20of%20%244.9b%20for%203Q2025.pdf


 
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