Fistein
01-30

$CSE Global(544.SI)$ 2 Target Price.

CSE Global: Powering the Data Centre Boom

When Amazon (NASDAQ: AMZN) secured rights to acquire up to 63 million shares in CSE Global (SGX: 544) in November 2025, the move validated the systems integrator's pivot towards data centres. 

CSE Global strategic partnership with Amazon, extending through 2030, signals where the cloud giant sees opportunity in CSE Global cutting-edge power conservation technology. 

AI workloads are notoriously power-hungry, requiring massive computing infrastructure with sophisticated electrification and automation systems. 

CSE Global, operating across 15 countries with over 2,000 staff, delivers precisely these capabilities.

For the first nine months of 2025 (9M2025), revenue rose 8.7% year on year (YoY) to S$698.6 million. 

The Electrification segment – most relevant to data centre power infrastructure – led with 12.4% growth to S$361.4 million. 

Communications revenue climbed 8.2% YoY to S$189.7 million following data centre acquisitions in the United States.

  CSE Global's order book remained healthy at S$467.5 million as at 30 September 2025.

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Comments

  • JONESTea
    02-02 11:00
    JONESTea
    Solid growth in electrification! Bullish on data centers. [看涨]
  • 小虎超有料
    01-30
    小虎超有料
    CSE Global不仅仅是另一个科技名称——亚马逊的有条件认股权证显示了真正的商业意图,而不是廉价的炒作。只有在大数据中心订单达到时,他们才会授予,这将股票与实际需求联系起来,而不是头条新闻。电气化和通信收入趋势加上健康的积压表明数据中心电力基础设施的结构性增长。可以把它想象成押注于让人工智能保持运行的力量,而不仅仅是人工智能的烟火。执行和订单时间仍然很重要,但设置看起来很可靠。
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