Riding The Year Of The Horse To Riches With ST Engineering & Boustead
@koolgal：
🧧🧧🧧In Chinese culture, the Year of the Horse stands for Speed, Strength and Unbridled Spirit. It is a zodiac defined by Ma Dao Cheng Gong - the idea that success arrives instantly the moment the horse reaches its destination. As we gallop into 2026, two of Singapore' s engineering titans ST Engineering and Boustead Singapore are personifying this tireless energy by hitting historic all time highs. The catalyst? A perfect alignment between corporate horsepower and Prime Minister Lawrence Wong's Budget 2026, which has officially integrated AI into Singapore's industrial DNA through the new National AI Council. ST Engineering: The Speed of Innovation $ST Engineering(S63.SI)$ represents the Speed of the Stallion. With a record breaking order book of SGD 32.6 billion, the group has shown incredible velocity in pivoting toward Physical AI. By investing SGD 250 million into Physical AI , they are setting the pace for automating global ports and airports. ST Engineering recently hit its all time high at SGD 10.20. ST Engineering is up 19 % year todate and in 2025, it has skyrocketed by 102%. Latest rating: OCBC Research recently raised ST Engineering price target to SGD 10.90 while DBS Research maintains a target of SGD 10.20. Current Dividend yield : 1.70%. A total FY2025 payout of 23 cents, including a 5 cents special dividend. Boustead Singapore : The Strength of Strategy If ST Engineering is about speed, Boustead $Boustead(F9D.SI)$ represents the enduring strength of a well run stable. Their Geospatial Division has become a powerhouse, providing the data "brain" for Singapore's urban planning. The recent approval by SGX for the UI Boustead REIT is a masterstroke of financial strength, unlocking significant value for shareholders. Performance wise, Boustead is up 28% year todate and in 2025, it has skyrocketed by 121%. OCBC Research has a Buy rating for Boustead with a Price Target of SGD 2.45 following the REIT listing news. Boustead's current dividend yield is 2.4%. Total FY2025 is 7.5 cents, bolstered by a 2 cents special dividend. The Success of Synergy While Budget 2026's National AI Missions provide the track, both ST Engineering and Boustead provide the horsepower. From 400% tax deductions on AI innovation to the focus on advanced manufacturing, the Singapore government is essentially betting on the nation's most resilient players. This isn't just a temporary sprint but a sustained gallop toward a high tech future for Singapore. A high tech future is no longer just a vision. It is the official next phase for Singapore beyond just being a "Smart Nation" to becoming a leading AI Nation. Wishing All My Dear Tiger Friends A Magnificent Year of the Horse May your investments display the speed of a stallion and the strength of a thoroughbred. May the Year of the Horse be filled with Long Ma Jing Shen - the vigorous spirit of the dragon and horse. May your portfolio reach new heights of success and abundance. Gong Xi Fa Cai! 🥰🥰🥰🧧🧧🧧🌈🌈🌈💰💰💰🐎🐎🐎 @Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
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