Multi-Year Growth, Data Centre Upside & Dividend Yield Explained – Minichart
Broker: Maybank Research Pte Ltd
Date of Report: June 27, 2025
Overview: Strategic Positioning for Global Megatrends
CSE Global (CSE SP) is emerging as a key beneficiary of global trends in data centre infrastructure and US manufacturing reshoring, with a robust strategy focused on expanding its US capacity and securing significant new contracts. Management’s strategic shift towards high-growth sectors, coupled with resilient margins and strong dividend guidance, make CSE Global a compelling investment opportunity with multi-year growth potential.
Target Price Upgrade and Investment Thesis
– Target Price Raised: Maybank Research has upgraded its target price to SGD0.70 (from SGD0.58), reflecting a more optimistic…
