koolgal
02-24 18:16
🌟🌟🌟The market is in mayhem  due to the latest Supreme Court ruling on Trump Tariffs and his response with another 15% tariff across the board.

There is 1 Singapore stock which is largely "tariff proof" compared to consumer retail stocks.  This stock is none other than $ST Engineering(S63.SI)$ as Defence and Public Security accounted for 45% of its 1H2025 revenue.

ST Engineering has been on a tear this year as it is up 21% year todate.   It has skyrocketed 100% in 2025.

ST Engineering has secured a record SGD 18.7 billion in new contracts for FY2025, a massive 49% surge over the previous year.  This has lifted its total order book to a historic high of SGD32.6 billion, providing clear revenue visibility well into 2027.

I will be watching ST Engineering closely  on Friday 27 February as it is set to release its full year financial results for FY25.

I have a vested interest in ST Engineering as I am a shareholder.

@Daily_Discussion @TigerStars @Tiger_comments @Tiger_SG

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