🟩 📉 **$689M Write-Down: Dividend Cut or Hidden Gem?** Dive into ST Engineering's latest financial shake-up as we unpack the $689M Satcom impairment loss, assess dividend stability, and uncover hidden strengths like a record $32.6B order book! Whether you're bracing for bad news or seeking an investment gem, this analysis is packed with insights tailored for Singapore investors.
💰 **What's Inside**: Shedding light on ST Engineering's revenue growth, strategic divestments, and the evolving aerospace and defense market, this video breaks down key trends impacting your CPF, SRS, and SGX portfolios. From dividend yields hitting 5% to a new payout policy tied to company growth, this story is far more complex than headlines suggest.
🚀 **Why It Matters**: This isn't just about numbers—it's about understanding the core of a Singapore blue-chip stock, from its defense fortress to its ambitious revenue goals. Whether you're a long-term investor or curious about ST Engineering's future, you'll gain actionable insights to navigate the market wisely.
✅ **Key Takeaways**:
- Massive order book at $32.6B ensures revenue stability.
- Aerospace growth and defense contracts offer resilience.
- Satcom impairment clears the path for strategic efficiency.
- Dividend policy shift rewards shareholders for growth.
🎉 **Join the Movement**: If you're ready to make smart investment decisions, hit that subscribe button, like the video, and share it with fellow investors. Remember, investing is a long-term game. Be patient, disciplined, and informed. Happy investing!
#stengineering #defensesector #hiddengems #dividendyield #marketanalysis
CHAPTERS:
-
00:00 - ST Engineering’s $689m Impairment
-
00:57 - Introduction to ST Engineering
-
01:46 - Group Highlights Overview
-
03:34 - Revenue by Segment Analysis
-
06:18 - Commercial Aerospace Insights
-
07:16 - Defence & Public Security Overview
-
08:12 - Urban Solutions & SATCOM Overview
-
08:54 - Order Book Status
-
09:50 - Capital Allocation Strategy
-
10:31 - Dividends Discussion
-
12:39 - About ST Engineering
-
15:16 - Support the Channel
🔔 Make sure to SUBSCRIBE and turn on notifications, so you never miss any of our videos: https://www.youtube.com/@InvestingIguana?sub_confirmation=1
❤️ Join as a member for just $3 per month to buy me a coffee for my efforts. You also benefit from full access to scheduled videos.
🅰️ Follow my Substack for In-depth Analysis and Deep-Dives at https://investingiguana.substack.com
Comments