O&M

Time To Go Overweight On Offshore And Marine In 2018?

The offshore and marine (O&M) sector has been overlooked for most of 2017 as negative sentiments gripped the market owing to the low oil price. However, with oil prices recovering year-to-date, CIMB believes that it is time to review the sector. According to CIMB, the O&M sector is prime for a re-rating.
sg shipyard

Quick Update On Shipyard Sector/Rig Builders

Although UOB Kay Hian Research is pessimistic about the rig builders/shipyard sector, DBS Research begs to differ. DBS Research sees upside for Sembcorp Marine (SMM) after its announcement on 6 October 2017 ...
Keppel Corp, SembCorp

Rough Waves To Ride Out For The Shipyard Sector

The shipyard sector has been driven by bullish investors in recent time due to the spike in Brent crude prices. Furthermore, contract wins have instilled more confidence in investors for the shipyard industry;...
Singapore Banks

Investment Watchlist For China’s OBOR Initiative

In the first part of this two-part series, we took a deep dive into China’s One Belt One Road (OBOR) initiative to explore what it means to be part of China’s OBOR. In the second part of this series, we highli...
banks

CIMB & PC: Brace Up For Local Banks’ Earnings Following O&M Concerns

With the fall of Ezra, Emas Chiyoda Subsea and Rickmers Maritime, the spillover effect from the sector will be affecting the Singapore banks. Including the rising interest rates, there are many variables that will be in play. What can investors expect from the three local banks in the coming earnings season.