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offshore & marine (O&M) business
Offshore & Marine
O&M stocks fly the flag following multibillion-dollar contract wins
Singapore-listed O&M stocks surged this past week, driven by strong orders for Seatrium and Yangzijiang Shipbuilding.
May 30, 2024
Offshore & Marine
UOB Kay Hian keeps ‘overweight’ call on offshore & marine sector, Seatrium and Yangzijiang sector picks
UOB Kay Hian's Adrian Loh has given Seatrium and YZJ both "buy" calls with respective TPs of 17 cents and $1.65.
July 13, 2023
Offshore & Marine
Crude awakening for O&M players
Memories of the 2015–1016 downturn linger but industry players and analysts believe the current upcycle still has legs.
June 01, 2023
Offshore & Marine
UOB Kay Hian expects a 'strong year ahead' for 'overweight' offshore & marine sector
SembMarine and Keppel Corp are UOB Kay Hian's top picks within the counters in the sector.
February 07, 2023
Offshore & Marine
SembMarine delivers world's first eighth-generation drillship
The completion of the drillship marks a key milestone in SembMarine’s offshore construction track record.
June 29, 2022
Broker's Calls
UOB Kay Hian keeps 'overweight' call on offshore & marine sector as industry fundamentals continue to firm up
Analyst Adrian Loh has recommended “buy” on Yangzijiang, Keppel and SembMarine with target prices of $1.95, $6.94 and 11 cents.
March 16, 2022
Offshore & Marine
Yangzijiang, Keppel Corp and SembMarine in UOB Kay Hian's top picks in 'overweight' O&M sector
The brokerage has rated Yangzijiang, Keppel Corp and SembMarine "buy" with TPs of $2, $6.74 and 11 cents respectively.
January 26, 2022
Offshore & Marine
UOB Kay Hian upgrades offshore & marine sector to 'overweight' as industry activity expected to pick up in 2022
The brokerage’s top picks are Yangzijiang, Keppel Corporation and SembMarine, with 'buy' calls for all three.
September 27, 2021
Broker's Calls
Keppel Corp and Yangzijiang are UOBKH's top picks for offshore marine sector
UOB Kay Hian analyst Adrian Loh says he sees "very small green shoots" emerging from the O&M industry.
March 19, 2021
Broker's Calls
Analysts divided on Keppel after exit announcement of rig building business
Not all analysts agree that the divestment path of Keppel’s offshore rig building business is clear.
February 01, 2021