I
2 days ago, 01:31 AM
$Seatrium(5E2.SG)
Context:
Seatrium is definitely one of the more interesting names in my portfolio. The offshore and marine sector has been through a pretty rough cycle, but I think the recovery story is getting more interesting.
My trade:
I’m holding Seatrium and giving the turnaround some time to play out. This isn’t a stock I’m expecting to move perfectly every day — I’m more interested in whether the company can improve its execution and convert its order book into better earnings.
Takeaway:
Higher risk, but potentially higher reward. I’m willing to be patient with this one and see if the turnaround story actually delivers.
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