Post Reply
41-46 of 46
aiya, it is mostly bullshit. Europe does not have 800b to spend. They are trying to bypass their own debt regulations and commit seppuku through inflation.
behonest ( Date: 05-Mar-2025 15:33) Posted:
|
it over hype . they think europe will mobilize 800 billion but trump just announced in congress that zelensky send him notice that he still want to talk to trump again for peace. peace mean dont need to spend extra 800 billion now so does europe still want to mobilise?
$1 move up in less 1 month is really 500% acceleration by their standard. afterall this anti peace stock which can minimun $0.30- $0.90 ranges per year base on historical chart.
$1 move up in less 1 month is really 500% acceleration by their standard. afterall this anti peace stock which can minimun $0.30- $0.90 ranges per year base on historical chart.
BinderyT ( Date: 05-Mar-2025 14:10) Posted:
|
No such thing as overpriced.
TURN ON THE PUMP!
TURN ON THE PUMP!
Answer to your title, no, it is not at this level. 25 times pe is fair for this company
New page new wishes ST engineering this time from charting point still uptrend pointing....
ST Engineering Price/Book Value is 5.7x versus SIA' s Price/Book Value of 0.8x?
More than 50% of ST Engineering' s revenue going forward is probably exposed to commercial airline business - their Aerospace division' s commercial airline business, their consolidated revenue from their investment in German based EFW and their recent acquisition of Middle River in the US are all focussed on commercial airline business. The company do not give breakdowns of revenue in the quarterly results. But from press releases during their investment announcements, the estimate is probably there as a ballpark estimate. This should be further ascertained if possible?
So going forward, is STE the same defensive stock which investors had figured is heavily dependent on Singapore government business and other military business?
Looking at their last quarterly, the company seems to be now very exposed to the global airline business cycles with more than 50% of its annual revenue dependent on airlines and air cargo operators.
Should it not be trading near the SIA Price/Book Value albeit maybe slightly better than 0.8x due to its military businesses component. But the current 5.7x P/BV versus SIA' s 0.8x do warrant some review and thinking by investors?
I think the various investment analyst recommending this stock should do some review and provide some more technical advice.
With the oncoming recession forecast, an airline business down cycle is going to significantly impact ST Engineering! The last down cycle was perhaps in 2008/09....quite some time ago.
We know the STE business would have some sensitivity to the strength of the USD. What if there is a significant depreciation of the USD? Is the parts of business in STE dependent on the USD rate continue to be viable?
Further can STEngineering with its current level of borrowings continue to maintain the dividend yields going forward in the event of an airline down cycle? This is an important question current investors needs to know!
A lot of questions. Hopefully some enlightened analyst or fellow investor can share their views? Thank you!
More than 50% of ST Engineering' s revenue going forward is probably exposed to commercial airline business - their Aerospace division' s commercial airline business, their consolidated revenue from their investment in German based EFW and their recent acquisition of Middle River in the US are all focussed on commercial airline business. The company do not give breakdowns of revenue in the quarterly results. But from press releases during their investment announcements, the estimate is probably there as a ballpark estimate. This should be further ascertained if possible?
So going forward, is STE the same defensive stock which investors had figured is heavily dependent on Singapore government business and other military business?
Looking at their last quarterly, the company seems to be now very exposed to the global airline business cycles with more than 50% of its annual revenue dependent on airlines and air cargo operators.
Should it not be trading near the SIA Price/Book Value albeit maybe slightly better than 0.8x due to its military businesses component. But the current 5.7x P/BV versus SIA' s 0.8x do warrant some review and thinking by investors?
I think the various investment analyst recommending this stock should do some review and provide some more technical advice.
With the oncoming recession forecast, an airline business down cycle is going to significantly impact ST Engineering! The last down cycle was perhaps in 2008/09....quite some time ago.
We know the STE business would have some sensitivity to the strength of the USD. What if there is a significant depreciation of the USD? Is the parts of business in STE dependent on the USD rate continue to be viable?
Further can STEngineering with its current level of borrowings continue to maintain the dividend yields going forward in the event of an airline down cycle? This is an important question current investors needs to know!
A lot of questions. Hopefully some enlightened analyst or fellow investor can share their views? Thank you!