• HondaToyota : same hahahaha take some profit first

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• Choc Gold : same same too

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• 104138295 : this stock us crazy. so sell some, hold some for higher profits.

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• 105504729 : can hold if u are not in need of money

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• 102702851 YPC : is it the right time to buy in now?

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• Captain Woon : Probably but the short term trend momentum overrides this thinking. I am selling small lot as it's go higher but certainly would keep most of it as it's a good stock.

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• Joz : A lot of companies involved in the defence industry have high PE due to the rising defence budgets in Europe and Asia because of war in Europe and the rising risk of war in Asia.
  Palantir: 459.74
  Rheinmetal: 108.31
  Elbit: 63.12
  RTX: 37.20
  Mitsubishi Heavy Industries: 36.54
  Thales: 36.28
  Airbus: 32.07
  ST Engin: 28.79
  Bae: 25.90
  Leonardo: 25.37
  Lockheed Martin: 20.96
  General Dynamics: 19.46
  Northrop Grumman: 17.31
  Boeing: Loss
  US defence companies' PE decrease due to (illogical) US defence budget cuts of 8% per annum over 5 years.
  Link: https://www.reuters.com/world/us/us-looks-8-defense-budget-cut-each-next-5-years-washington-post-reports-2025-02-19/
  European defence companies' PE are rising due to increasing European defence budgets in response to Russian aggression, past, present and potentially in the future.
  Not surprisingly, ST Engin's PE is also rising to price in Singapore's own increasing defence budget (12.4% increase) due to the rising risk of war in Asia (be that over Taiwan or other various disputed islands).
  Link:
  https://www.defensenews.com/global/asia-pacific/2025/03/07/singapore-raises-defense-budget-readies-new-military-acquisitions/
  ST Engin can definitely count on increasing defence sales to come from Singapore and can also compete for more European defence sales too in the next decade or two. The major world powers are already locked into an almost cold war state of competition. An arms race is inevitable. Perhaps after Trump leaves office, the US will also wake up and raise its own defence budget again.
  Defence companies are going to be more and more profitable for some time to come.

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• Edit Names : Last 2 years net income increasing at a good pace.
  Management just announce the company has already met its 2026 revenue target and strong five-year outlook.
  PE is high, but if EPS can go higher (looks like the case now) then PE will reduce.

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