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

The Investing Iguana

🟩 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.

Read the full in-depth article with video at

YOUTUBE ➡️ https://youtu.be/3looPf8fYfM

SUBSTACK ➡️ https://open.substack.com/pub/investingiguana/p/the-net-cash-giant-with-35-profit?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

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