Singapore Technologies Engineering Ltd

SGX:S63 株式レポート

時価総額：S$32.9b

Singapore Technologies Engineering 将来の成長

Future 基準チェック /56

Singapore Technologies Engineering利益と収益がそれぞれ年間21.8%と9.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に35.1% 22.3%なると予測されています。

主要情報

21.8%

収益成長率

22.29%

EPS成長率

Aerospace & Defense 収益成長28.2%
収益成長率9.3%
将来の株主資本利益率35.12%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Jun 26

S63: Future Contracts And Buybacks Will Struggle To Justify Rich P/E

The analyst price target for Singapore Technologies Engineering has been updated from SGD7.28 to SGD9.21, with analysts attributing this change to revised assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for Singapore Technologies Engineering Approved a special tax exempt one tier dividend of $0.05 per share for the financial year ended December 31, 2025, at the 29th AGM on April 23, 2026.
ナラティブの更新 • Jun 12

S63: Special Dividend And Robust New Contracts Will Support Steady Returns

Analysts have kept their SGD 11.58 price target for Singapore Technologies Engineering unchanged, as only minor tweaks to discount rate assumptions and long term P/E inputs currently leave their overall valuation view steady. What's in the News Shareholders approved a special tax exempt one tier dividend of $0.05 per share at the 29th AGM held on April 23, 2026 for the financial year ended December 31, 2025.
ナラティブの更新 • May 29

S63: Record Contracts And Special Dividend Will Support Measured Forward Returns

The analyst price target for Singapore Technologies Engineering has shifted from SGD$12.17 to SGD$11.58. Analysts attribute this change to updated assumptions around discount rates, revenue growth, profit margins and a slightly lower future P/E multiple, which are cited as the key drivers of this recalibration.
ナラティブの更新 • May 11

S63: Record Contract Wins And Special Dividend Will Support Forward Returns

Analysts have lifted their price target for Singapore Technologies Engineering from SGD 11.41 to SGD 12.17, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Secured about $4.8b in new contracts in Q1 2026 across Commercial Aerospace, Defence & Public Security, and Urban Solutions & Satcom segments, spread across MRO, systems, and infrastructure work (client announcement).
ナラティブの更新 • Apr 27

S63: Contract Wins And FY2025 Dividends Will Support Steady Forward Returns

Analysts have kept their SGD 11.41 price target for Singapore Technologies Engineering unchanged, pointing to relatively stable assumptions around discount rate, revenue growth, profit margin and future P/E as support for holding that line. What's in the News Proposed final and special tax exempt dividends of $0.06 and $0.05 per share for FY2025, with entitlement based on shareholders on record as of 5.00 p.m. on 29 April 2026, subject to approval at the AGM on 23 April 2026.
ナラティブの更新 • Apr 12

S63: Contract Wins And FY2025 Dividends Will Underpin Steady Returns

Analysts have nudged their price target for Singapore Technologies Engineering slightly higher from SGD11.26 to SGD11.41. This reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E multiples.
ナラティブの更新 • Mar 28

S63: Contract Momentum And Higher Dividends Will Support Steady Returns

Analysts have lifted their price target for Singapore Technologies Engineering from SGD 10.84 to SGD 11.26, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E multiples. What's in the News Proposed final and special tax exempt dividends of SGD 0.06 and SGD 0.05 per share for FY2025, subject to shareholder approval at the AGM scheduled for 23 April 2026.
ナラティブの更新 • Mar 12

S63: Contract Wins And Dividend Outlook Will Support Steady Returns

Analysts have adjusted their fair value estimate for Singapore Technologies Engineering from SGD 9.60 to SGD 10.84, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News Proposed final dividend of 6 cents per share and special tax exempt dividend of 5 cents per share for FY2025, subject to shareholder approval at the AGM scheduled for 23 April 2026 (company announcement).
新しいナラティブ • Mar 10

Record Order Book And Global Defense Demand Will Reshape Long Term Earnings Profile

Catalysts About Singapore Technologies Engineering Singapore Technologies Engineering is a global technology, defense and engineering group with businesses across commercial aerospace, defense and public security, and urban solutions and Satcom. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Feb 25

S63: Contract Wins And Digital Aerospace Partnership Will Support Steady Returns

Analysts have kept their price target on Singapore Technologies Engineering steady at SGD 9.60, with minimal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. These changes reflect only minor model refinements rather than a change in conviction.
ナラティブの更新 • Feb 10

S63: Contract Momentum And Special Dividends Will Support Steady Forward Returns

Analysts have lifted their price target for Singapore Technologies Engineering from $9.22 to $9.60 as they factor in updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E multiples. What's in the News ST Engineering reported about $4.7b of new contracts in 4Q 2025 across Commercial Aerospace, Defence & Public Security, and Urban Solutions & Satcom, bringing total contract wins for 2025 to $18.7b, compared with $12.6b in 2024 (company announcement).
新しいナラティブ • Jan 30

Rising Defense Spending And Satcom Shifts Will Pressure Margins And Future Earnings Potential

Catalysts About Singapore Technologies Engineering Singapore Technologies Engineering is a global technology, defense and engineering group with businesses across commercial aerospace, defense and public security, and urban solutions and satellite communications. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Jan 26

S63: Special Dividends And Solid Earnings Outlook Will Support Steady Returns

Analysts have nudged their price target for Singapore Technologies Engineering higher to $9.22 from $9.01. This reflects updated views on fair value, discount rate, profit margin and future P/E assumptions.
ナラティブの更新 • Jan 12

S63: Dividends And Strong Contract Wins Will Support Steady Outlook

Analysts have nudged their fair value estimate for Singapore Technologies Engineering higher to $9.01 from $8.83, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. What's in the News Company guided that it expects to report a positive net profit for the second half of 2025 after accounting for all one off effects in that period.
分析記事 • Dec 02

Singapore Technologies Engineering (SGX:S63) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Nov 14

Singapore Technologies Engineering (SGX:S63) Is Due To Pay A Dividend Of SGD0.04

Singapore Technologies Engineering Ltd ( SGX:S63 ) will pay a dividend of SGD0.04 on the 5th of December. This makes...
ナラティブの更新 • Nov 13

S63: Dividend Proposals And Contract Wins Will Support Steady Performance

Analysts have raised their price target for Singapore Technologies Engineering from $8.70 to $8.83, citing modest improvements in projected revenue growth and profit margins as reasons for the adjustment. What's in the News A special dividend of 5.0 cents per share has been proposed for the year 2025 (Key Developments).
分析記事 • Oct 18

Calculating The Fair Value Of Singapore Technologies Engineering Ltd (SGX:S63)

Key Insights The projected fair value for Singapore Technologies Engineering is S$9.26 based on 2 Stage Free Cash Flow...
分析記事 • Sep 17

With EPS Growth And More, Singapore Technologies Engineering (SGX:S63) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
ナラティブの更新 • Aug 30

Investments In MRO Capacities And International Expansion Will Strengthen Future Competitiveness

With the Future P/E and Discount Rate remaining effectively unchanged, analysts have made only a minimal downward revision to Singapore Technologies Engineering’s fair value, decreasing the consensus price target from SGD8.72 to SGD8.62. What's in the News ST Engineering secured approximately $4.7 billion in new contracts in Q2 2025 across Commercial Aerospace, Defence & Public Security, and Urban Solutions & Satcom segments.
分析記事 • Aug 18

Singapore Technologies Engineering (SGX:S63) Will Pay A Dividend Of SGD0.04

Singapore Technologies Engineering Ltd ( SGX:S63 ) will pay a dividend of SGD0.04 on the 5th of September. This makes...
ナラティブの更新 • Aug 16

Investments In MRO Capacities And International Expansion Will Strengthen Future Competitiveness

Despite a lower revenue growth forecast, an improved net profit margin has led to a higher analyst price target for Singapore Technologies Engineering, which has increased from SGD8.25 to SGD8.81. What's in the News Secured approximately $4.7 billion in new contracts in 2Q 2025: $1.5 billion from Commercial Aerospace (notable MRO deals and multi-aircraft passenger-to-freighter conversions), $1.5 billion from Defence & Public Security (including unmanned systems for Singapore Navy, digital/AI/cyber solutions, ammunition, and ship maintenance), and $1.7 billion from Urban Solutions & Satcom (major rail projects, tolling systems, and satellite network upgrades).
分析記事 • Jul 06

Calculating The Fair Value Of Singapore Technologies Engineering Ltd (SGX:S63)

Key Insights Singapore Technologies Engineering's estimated fair value is S$9.69 based on 2 Stage Free Cash Flow to...
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新しいナラティブ • Mar 23

Investments In MRO Capacities And International Expansion Will Strengthen Future Competitiveness

Strong order book and strategic investments enhance revenue visibility, operational capabilities, and margins, supporting long-term growth.

業績と収益の成長予測

SGX:S63 - アナリストの将来予測と過去の財務データ ( )SGD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202816,3871,3931,4712,06412
12/31/202715,0911,2311,3631,85215
12/31/202613,6441,0611,2671,62715
12/31/202512,3464631,1281,708N/A
9/30/202512,0096161,1311,689N/A
6/30/202511,6717691,1351,670N/A
3/31/202511,4737351,1541,694N/A
12/31/202411,2767021,1731,718N/A
9/30/202411,0176729291,425N/A
6/30/202410,7586426851,131N/A
3/31/202410,4306146841,155N/A
12/31/202310,1015866841,179N/A
9/30/20239,8655615341,194N/A
6/30/20239,6295363841,209N/A
3/31/20239,33253545941N/A
12/31/20229,035535-293673N/A
9/30/20228,673545-20841N/A
6/30/20228,3125542531,009N/A
3/31/20228,0025624691,062N/A
12/31/20217,6935716851,114N/A
9/30/20217,4655666651,028N/A
6/30/20217,237560644942N/A
3/31/20217,1985419451,237N/A
12/31/20207,1585221,2461,533N/A
9/30/20207,6535591,1011,448N/A
6/30/20207,9295668071,184N/A
3/31/20207,923576331729N/A
12/31/20197,868578195590N/A
9/30/20197,354533N/A618N/A
6/30/20196,912528N/A670N/A
3/31/20196,783508N/A578N/A
12/31/20186,698494N/A639N/A
9/30/20186,618538N/A742N/A
6/30/20186,601531N/A807N/A
3/31/20186,657520N/A795N/A
12/31/20176,521503N/A764N/A
9/30/20176,647505N/A743N/A
6/30/20176,651454N/A804N/A
3/31/20176,567474N/A1,038N/A
12/31/20166,684485N/A759N/A
9/30/20166,642455N/A592N/A
6/30/20166,529512N/A538N/A
3/31/20166,451509N/A282N/A
12/31/20156,335529N/A465N/A
9/30/20156,405528N/A536N/A

アナリストによる今後の成長予測

収入対貯蓄率: S63の予測収益成長率 (年間21.8% ) は 貯蓄率 ( 2.6% ) を上回っています。

収益対市場: S63の収益 ( 21.8% ) はSG市場 ( 7% ) よりも速いペースで成長すると予測されています。

高成長収益: S63の収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: S63の収益 ( 9.3% ) SG市場 ( 5.4% ) よりも速いペースで成長すると予測されています。

高い収益成長: S63の収益 ( 9.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: S63の 自己資本利益率 は、3年後には高くなると予測されています ( 35.1 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/01 23:34
終値2026/07/01 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Singapore Technologies Engineering Ltd 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24

アナリスト機関
Yu Jie LoBofA Global Research
Siew Khee LimCGS International
Thanapol JiratanakijCGS International