Singapore Equity Strategy: May 2026
As the market welcomes prospects of a US-Iran peace deal and possibly a reopening of the Strait of Hormuz, global stocks extend their strong...
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Primer: Seatrium (STM SP) - Apr 2026
Seatrium is a global leader in offshore and marine engineering, strategically positioned to capitalize on the energy transition and growing...
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Singapore Code of Conduct for ESG Ratings Is Less Risk and More Reward
Singapore's Code of Conduct for ESG ratings is more light-handed than other regulation-based approaches, but therein lies the "less risk and more...
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Seatrium – Overhang Remains but Huge Option Value
​Despite historical issues, the company's core business is strong with a growing order backlog, offering potential upside once overhang clears.
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Seatrium – Offshore Ahoy!
An old economy sector poised for a comeback with long-term growth potential due to industry dynamics. Index deletion and corporate restructuring...
685 Views