- Trump announced a US$70bn investment in AI and energy, including new data centres, power generation expansion and grid infrastructure upgrades, which benefit CSE Global directly.
- - Read this at SGinvestors.io -
Data centre/utility projects likely to pick up in 3Q25.
- CSE Global did a strategic move to reserve capacity as management decided to focus on clients in the data centre and utilities space.
- Margins are expected to remain resilient as management has ensured back-to-back pricing orders with suppliers to avoid any tariff shocks down the road.
- - Read this at SGinvestors.io -
MAS S$5bn scheme beneficiary.
- With the Monetary Authority of Singapore (MAS) S$5bn scheme set to be launched by year-end to boost liquidity and valuations of the Singapore market, we believe CSE Global will likely be one of the key beneficiaries, along with the Singapore SMIDs space. As a result, we believe CSE Global’s valuations will likely increase. This should be supported by the data centre space in the US, especially if it can win large-size orders in 2H.
Plans to triple capacity by 2027/28.
- Read more at SGinvestors.io.
