Primer: Fincantieri SpA (FCT IM) - Nov 2025
Fincantieri is a global leader in shipbuilding, specializing in high-value-added segments such as cruise ships, defense vessels, and specialized...
253 Views
Samsung Heavy Industries (010140.KQ) – Offshore Momentum, LNG Tailwinds Justify Premium
SHI posts strong Q1 results, reaffirms FY2025 guidance with focus on offshore projects and LNG carrier demand driving earnings growth.
349 Views
Major Top for the U.S. Dollar (DXY) = Risk-On; Bullish Outlook Despite Near-Term Downside Risk
Major Top for the U.S. Dollar $DXY = Risk-On; Bullish Outlook Intact on $ACWI despite near-term downside risk. We remain bullish if $ACWI > $116,...
536 Views
HD Hyundai Marine Solutions IPO: Valuation Insights
We examine the syndicate's valuation methodology. Our analysis suggests that the HMS is, at best, fairly valued at the IPO price range. We would...
563 Views
VARD SP Privatisation: Sink or Swim?
On 13 November 2016, Fincantieri, the controlling shareholder of Vard Holdings (SGX:MS7), announced a privatization for the Company at SGD 0.24...
421 Views