The Net Cash Giant with 35% Profit Margins (18% Upside) |🦖EP1387

Описание: 🟩 Are you falling for the "Revenue Visibility Fallacy"? Many retail investors see a record-breaking order book and immediately assume it guarantees a big payday. But in the heavy engineering sector, a massive backlog isn't always a trophy—it can be a serious liability if inflation and rising costs eat away your margins. In this video, we debunk the myth that a "busy" company automatically equals a profitable one and explain why a high valuation without margin expansion is the ultimate trap for your portfolio.

We are diving deep into the financials of Singapore's engineering giants: ST Engineering (S63) versus Yangzijiang Shipbuilding (BS6). Using InvestingPro models and algorithmic fair value metrics, I analyze which of these blue chips is actually trading at a discount and which is dangerously overbought. We also break down critical concepts like "Net Gearing"—the backpack of bricks slowing down growth—and how the 2026 interest rate environment creates a clear split between companies carrying too much debt and those running light with net cash.

Don't guess with your SRS or CPF funds. Watch the full analysis to get my specific "Buy Zones" for Yangzijiang and my strict profit-taking levels for ST Engineering. We’ll cover three distinct scenarios for 2026—Bull, Base, and Bear—so you know exactly how to position yourself ahead of the smart money.

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