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SGSGGKF

Singapore Technologies Engineering Ltd

$SGGKF·$24B·Aerospace & Defense·Industrials
$8.600.0%1Y+41.7%
Mentions · last 7 days
2026-08-26: 0 posts2026-08-27: 0 posts2026-08-28: 0 posts2026-08-29: 0 posts2026-08-30: 0 posts2026-08-31: 0 posts2026-09-01: 0 posts0
Price updated 1h ago·X counts updated 4h ago
SGSGGKF
$SGGKFSingapore Technologies Engineering Ltd
$8.600.00%0 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SGGKF, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

ST Engineering Q2 EPS beat by 96% and popped 11% today — Singapore's defense-and-aerospace champion compounding on backlog conversion.

Singapore Technologies Engineering is a diversified technology, defence, and engineering company with Commercial Aerospace (MRO, passenger-to-freighter conversions), Defence & Public Security, and Urban Solutions & Satcom segments. The setup is an Asian defence-plus-aerospace name executing on multi-year contract backlog.

  • Q2 EPS came in at $0.1269 versus $0.06483 consensus (96% beat) with revenue of $6.56B SGD up 19% year-on-year — the operational tell that all three major segments are converting backlog into revenue with margin expansion.
  • The pattern of the last four EPS surprises (+96%, +72%, +221%, +154%) shows sell-side chronically underestimating both defense-order flow and MRO cycle strength.
  • Trades at 73.5x trailing earnings, 2.8x sales, and 24x EV/EBITDA — premium multiples that reflect both the aerospace-defense cycle and the Singapore-blue-chip premium, though the 3.3% free-cash-flow yield supports the valuation.
  • Sits at the 80th percentile of the 52-week range, up 34% year-on-year with today's +11% single-day move — the equity has broken out on the Q2 print, and momentum is decisive.

What extends the move is Feb 2027 full-year confirming continued defense-order flow alongside a specific US commercial aerospace MRO contract announcement. What breaks it is a specific Singapore-defense-budget delay, a commercial-aerospace-cycle softening headline, or an urban-solutions execution issue; the multi-year backlog is real and ST Engineering is a diversified way to play Asian defense-and-aerospace.

What to watch: Feb 26 2027 full-year 2026 results — consensus $0.06483 EPS for the quarter. Watch Commercial Aerospace revenue growth, Defence & Public Security backlog, Urban Solutions & Satcom margins, and any specific US aerospace-MRO contract announcement.

On the calendar: 2027-02-26 — Full-year 2026 results

Read the AI verdict + X sentiment for $SGGKF

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Singapore defense and aerospace conglomerate serving commercial aviation MRO, defense systems, and urban transport markets globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $SGGKF.

Aerospace & Defense · Industrials

Defense budget tailwinds — NATO spending commitments and Pentagon procurement acceleration — support backlogs at prime contractors. Commercial space is a separate driver: launch cadence and satellite constellations are pulling RKLB and LUNR on their own momentum, independent of traditional defense spending.

What this means for $SGGKF

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Singapore defense and aerospace conglomerate serving commercial aviation MRO, defense systems, and urban transport marke.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+13.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
73.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
17.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$0.13$0.06+95.7%
Q4 2025Feb 27, 2026$0.11$0.06+72.2%
Q2 2025Aug 13, 2025$0.10$0.03+220.7%
Q4 2024Feb 26, 2025$0.09$0.03+154.2%
Next earningsFri, Feb 26·consensus EPS $0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$6.6B+18.9%19.5%11.7%$0.17$573.2M
Q4 FY25$6.4B+22.7%16.1%7.2%$0.02$606.2M
Q2 FY25$5.9B+21.6%19.0%9.5%$0.13$513.0M
Q4 FY24$5.8B+141.6%19.5%9.1%$0.12$335.1M

Forward consensus

4-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$13.6B$13.2B – $14.8B$0.33$0.31 – $0.3915
FY27$14.9B$14.2B – $17.4B$0.37$0.36 – $0.4415
FY28$16.1B$15.5B – $18.2B$0.42$0.40 – $0.496
FY29$16.7B$16.0B – $18.9B$0.00$0.00 – $0.0010

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.78%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.5B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

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Voices on X · last 7 days

No standout posts about $SGGKF on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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