- With Trump pushing companies to set up US factories, and more data centres to be built, CSE Global will likely be a key beneficiary of these megatrends.
- Management is focused on expanding US capacity for these segments with a much larger facility being constructed. We believe CSE Global is gaining good traction with one of the largest data centre players in the US and is in the midst of qualifying for another 1-2 major customers.
- - Read this at SGinvestors.io -
Reserving capacity for data centre/utility projects.
- CSE Global’s 1Q25 orders fell 11.3% y-o-y to S$155.3m, partially due to a weaker US$ but also a strategic move to reserve capacity as management decided to focus on clients in the data centre and utilities spaces. Margins are expected to remain resilient as management has ensured back-back pricing orders with suppliers to avoid any tariff shocks down the road.
- - Read this at SGinvestors.io -
MAS S$5bn scheme beneficiary.
- Read more at SGinvestors.io.
