CSE Global isn’t just another

CSE Global isn’t just another tech name — Amazon’s conditional warrants show real commercial intent, not cheap hype. They’ll only vest if big data-centre orders hit, which ties the stock to actual demand, not headlines. Electrification and comms revenue trends plus a healthy backlog point to structural growth in data centre power infrastructure. Think of it as betting on the power that keeps AI running, not just the AI fireworks. Execution and order timing still matter — but the setup looks solid.

@Fistein：$CSE Global(544.SI)$ 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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What news/movements are worth noting in the market today? Any stocks to watch? \n2. What trading opportunities are there? 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