Most Capital Goods Companies Poised for Double-digit Earnings Growth in FY25F
Most Capital Goods Companies Poised for Double-digit Earnings Growth in FY25F
Additionally, it said the market has underestimated SCI's core earnings growth, which could potentially reach around 10% due to annual contributions of S$50-60 million from Senoko Power.Most defensive growth is expected from STE, which is projected to deliver approximately 15% growth.
預計大多數防禦性增長將來自STE，預計將帶來約15％的增長。
Several large-cap capital goods companies, except YZJSB, is expected to achieve double-digit YoY earnings growth in FY25F.
除 yzjSB 之外的幾家大型資本貨物公司預計將在 FY25F 中實現兩位數的同比收益增長。
In its report, CGS International (CGSI) said the most defensive growth is expected from STE, which is projected to deliver approximately 15% growth, driven by the execution of defense and urban solutions projects.
CGS International（CGSI）在其報告中表示，在國防和城市解決方案項目的執行的推動下，預計STE將實現約15％的增長。
Additionally, it said the market has underestimated SCI's core earnings growth, which could potentially reach around 10% due to annual contributions of S$50-60 million from Senoko Power.
此外，該公司表示，市場低估了SCI的核心收益增長，由於Senoko Power每年出資5000-6000萬新元，該增長可能達到10％左右。
It anticipates the largest earnings growth from STM, with a projected increase of 50%, as revenue rises by 26% in FY25F.
它預計，隨着 FY25F 收入增長26％，stM的收益增長最大，預計增長50％。
Amng the capital goods companies under its coverage, CGSI said Keppel Corporation (KEP) will need to accelerate its efforts in FY25F to meet its cumulative asset monetisation target of $10b to12b by 2026F.
CGSI表示，在其涵蓋的資本貨物公司中，吉寶公司（KEP）將需要加緊在 FY25F 方面的努力，以實現其到2026財年100億美元至120億美元的累計資產貨幣化目標。
For STM, the resolution of ongoing investigations by the Monetary Authority of Singapore (MAS) and Commercial Affairs Department (CAD) is a critical re-rating catalyst.
對於StM而言，解決新加坡金融管理局（MAS）和商業事務部（CAD）正在進行的調查是重估的關鍵催化劑。
CGSI said additional drivers include the delivery of legacy projects and achieving the target FY25F EBITDA margin of 8%.
CGSI表示，其他驅動因素包括傳統項目的交付和實現 FY25F 息稅折舊攤銷前利潤率8％的目標。
譯文內容由第三人軟體翻譯。