MHh
07-31

I think the market seems to have overreacted as the fine has been accounted for and does not affect profit. However, investors will still lose confidence in such a company and will never know if more of such news will appear. It is fortunate to have escaped further penalty by Singapore.


I will not buy both.


At this point, we do not know the effect of the various tariffs on its business.


I view both seatrium and Sembcorp as vulnerable to the impact of tariffs though Sembcorp might be less vulnerable.


To me, it would be safer to watch what unfolds before deciding to invest in them.
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# S-REITs 52-Week Highs! Dividend Kings or Value Traps?

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