CSE, 90 cents.
Turnaround story, according to OCBC report.

Singapore (1 October 2012) - CSE Global Limited (CSE) today announced the securing of an order to engineer, procure and construct a Telecommunications Systems for a LNG Onshore Facility in Darwin, Australia. This order is one of a number of large orders that CSE have been tracking over recent months.

The order further entrenches CSE as the leading Telecommunications Systems Integration partner of choice for customers in the resources sector.

Although the uncertainty around UK health market continues CSE is pleased to announce that the Group has recently been awarded two Mental Health projects in the UK which have been secured outside of the National Programme in what is known as the Northern Clusters.

Total Value of these projects is approximately S$33m.

The management team continues to pursue other opportunities that have been previously highlighted in our quarterly presentations.

These projects will have a positive impact on CSE's profit for the 2012 and 2013 financial years. None of the directors or substantial shareholders of CSE has any interest, direct or indirect, in the contracts.


By Order Of The Board

Tan San-Ju
Company Secretary
1 October 2012

Hit 89.5 cents. Have a party!

Just realised there was a correction yesterday, presenting an opportunity to buy at as low as 83.5 cents. Wished I had seen it... the stock closed at 85.5 cents. This stock is held by Aberdeen, etc. Value funds.

CSE + 2 cents = 87.5 cents.

Similar to an uptick of orders in 2H11, we expect a surge in order momentum with
significant contracts from a telecoms job in West Africa, deepwater
contracts from the US, and furnace jobs from China. We expect S$550m
in orders for FY12.

On track for 7% yield (est by DBS V) for the full year.....

Interim dividend is 1.5 cents a share.

The Edge this week has an article on CSE, and raised the high possibility of a special dividend of 4 cents this FY

Market is expecting a v positive set of 2Q result, hence stock is moving.... now 86.5 cents

Liquidity is pretty low but the price (84c) is attractive compared to nearly $1 early part of the year

Fund manager Amundi Group has been increasing stake  and has hit  31,073,000 shares (6.02%) a few days ago

It's gone up to 83.5 cents.

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.

Anyone hot on CSE? After disappointing 2011, things improved in 1Q.
82.5 cents -- am not confident if it's a strong buy now. Wished I had picked it up at 75 cents during the selldown a few months ago. 

Hi CSE global seem stuck & going lower each dy since it attracts no buying interest. Any view?

need to wait till it announces result 11 Nov, result better be gd to push up px...

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.

Reasons:
- Strong order books
- Optimistic on multiple fronts
- Strong mgmt capabilities
- Potential M&A target
- Cheap valuations

Risks:
- Foreign currency risk
- Downturn in the oil & gas sector

Do take a look http://ernestlim15.blogspot.com/2010/10/cse-global-record-results-underpinned.html for more details.