Friday, July 10, 2009

ST Engineering: Another LTA deal

ST Engineering’s wholly-owned subsidiary ST Synthesis sealed a five-year contract worth S$26.5m by Land Transport Authority (LTA), the second deal from the agency in three weeks.

The contract kicks off immediately, and involves the provision of comprehensive maintenance services on the electrical and mechanical systems of Kallang Paya Lebar Expressway (KPE), South-east Asia’s longest underground tunnel. ST Synthesis will also provide facilities management services for the KPE, a first for the Group.

ST Engineering has been active snagging contracts, winning over S$200m worth of deals in the past two months alone. The Group has record orders of over S$11b. We estimate earnings will contract 1.8% to S$465.2m in FY09 before growing 10.9% to S$516m in FY10. At S$2.41, it trades at 15.5x FY09 and 14x FY10 P/E, while yields remain attractive at over 6.4%. Our target price of S$2.83 is based on DDM.

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