Riding The Year Of The Horse To Riches With ST Engineering & Boustead

koolgal
02-14 14:31

🧧🧧🧧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! πŸ₯°πŸ₯°πŸ₯°πŸ§§πŸ§§πŸ§§πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°πŸŽπŸŽπŸŽ


@Tiger_comments  @TigerStars  @Tiger_SG  @TigerClub  @CaptainTiger  

Riding to Riches in the Year ofγ€ŒHorse」& Win Tiger Merch!
As we usher in the Year of the Horse, it’s time to harness the spirit of speed, strength, and success! Our "Riding to Riches" campaign invites you to take the reins of your fortune. Whether you're chasing new milestones or seeking a fresh start, this is your season to lead the pack. Join us in this festive journey and prove your mettle. Not only will you kickstart a year of prosperity, but you'll also stand a chance to win exclusive Tiger Merchβ€”the perfect blend of "Horse-power" and "Tiger-spirit" to power up your 2026!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Subramanyan
    02-14 21:01
    Subramanyan
    So happy to see your success. Hearty congratulations 🎊
    • koolgalReplySubramanyan:Β 
      πŸ₯°πŸ₯°πŸ₯°
    • SubramanyanReplykoolgal:Β 
      Thanks & wish you the same! Happy Sunday 😊
    • koolgal:Β 
      Happy Valentine's Day πŸ’˜πŸ’˜πŸ’˜
    • koolgal:Β 
      May you have a winning week ahead πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
  • Subramanyan
    02-14 21:03
    Subramanyan
    Gong Xi Fa Cai 🎊 πŸ’
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      May you have a Bountiful and Blessed Year ahead too.πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°πŸ§§πŸ§§πŸ§§
    • koolgal:Β 
      I love holidays  πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      Thanks 😍😍😍
  • zuma
    02-15 07:16
    zuma
    thx
    • koolgal:Β 
      Gong Xi Fa Cai πŸ₯°πŸ˜πŸ₯°πŸ§§πŸ§§πŸ§§πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      May you have a Happy Sunday πŸ–οΈπŸ–οΈπŸ–οΈ
    • koolgal:Β 
      Appreciate your support πŸ₯°πŸ₯°πŸ₯°
    • koolgal:Β 
      My pleasure 😍😍😍
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