$ST Engineering(S63.SG)
Context: I’ve been holding ST Engineering and continue to like the company’s steady mix of aerospace, defence and commercial businesses.
My trade: Held my position and took the opportunity to review it rather than chase the price. For me, the thesis remains intact, especially with its recurring revenue and diversified operations.
Takeaway: I’d rather stay patient with a quality holding than trade in and out unnecessarily.
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