For me, AEM is the most interesting but also the most speculative. The AI/HPC shift and cash flow recovery are real positives, but the sharp rally already prices in a lot, so I’d be cautious chasing here.
ST Engineering (S63.SI) and Keppel Corporation (BN4.SI) feel more stable. ST Engineering has strong order visibility but looks fully valued, while Keppel’s data center and asset management story makes it a longer-term play — I’d lean toward gradual accumulation rather than chasing.
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