Hi guys and gals,
I also chanced upon a writeup on CSE Global on Ernest's blog. Rather informative. He cited the following investment merits and risks of CSE Global.
- Strong order books
- Optimistic on multiple fronts
- Strong mgmt capabilities
- Potential M&A target
- Cheap valuations
- Foreign currency risk
- Downturn in the oil & gas sector
Do take a look
for more details.
Last edit: 13 years 4 months ago by niadmin. Reason: Shorter title
I have passed by CSE Global's building in Ubi. Was surprised to see it -- hey, this is where these guys run a global business?
Only 5% of revenue comes from Singapore, rest from the world. Makes me wonder about the exposure to economic uncertainties and potential execution risks. Not a stock for you if you can't have 50% blind faith.
At the same time, CSE has a consistent track record. So far, the business model looks attractive.