1PC
03-20 22:34
Nice Sharing 😁 @Shernice軒嬣 2000 @koolgal @JC888 @DiAngel @Aqa @Barcode //@Shyon:I’m picking O&M (Offshore & Marine) as the top-performing SGX sector. With oil holding above $110, the tailwind is just too strong — capex cycles are restarting, and capital is clearly rotating into energy-linked plays while rate-sensitive sectors like REITs remain under pressure.

One stock on my radar is $YZJ Shipbldg SGD(BS6.SI)$ . My thesis is simple: it’s sitting at the sweet spot of the cycle with a strong multi-year order book extending to 2028, and earnings visibility is extremely high. If oil stays elevated, offshore demand should accelerate, and that directly feeds into new orders and margin expansion.

I also like the asymmetric setup here — downside is supported by its solid balance sheet and existing contracts, while upside comes from a potential surge in newbuild demand as energy players ramp spending. In this environment, I prefer cyclical winners with earnings momentum over yield plays facing macro headwinds.

@SGX_Stars @TigerStars @Tiger_comments @TigerClub

@Shyon：I’m picking O&M (Offshore & Marine) as the top-performing SGX sector. With oil holding above $110, the tailwind is just too strong — capex cycles are restarting, and capital is clearly rotating into energy-linked plays while rate-sensitive sectors like REITs remain under pressure. One stock on my radar is $YZJ Shipbldg SGD(BS6.SI)$ . My thesis is simple: it’s sitting at the sweet spot of the cycle with a strong multi-year order book extending to 2028, and earnings visibility is extremely high. If oil stays elevated, offshore demand should accelerate, and that directly feeds into new orders and margin expansion. I also like the asymmetric setup here — downside is supported by its solid balance sheet and existing contracts, while upside comes from a potential surge in newbuild demand as energy players ramp spending. In this environment, I prefer cyclical winners with earnings momentum over yield plays facing macro headwinds. @SGX_Stars @TigerStars @Tiger_comments @TigerClub
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