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SG 财报作业、内存交易的第二幕、NVDA 倒计时,以及关于 SGX 新黄金与白银 DLC 的必读内容——本周最犀利的社区精选。
马可波罗海洋有限公司及其子公司在新加坡、印度尼西亚、中国台湾、泰国、马来西亚及国际市场上运营,作为一家综合海洋物流公司。该公司通过船舶租赁服务和船舶建造与维修服务两个部门开展业务。它从事租赁海上供应船舶,如锚泊拖船、拖船和驳船;作业船;船员转移船;以及为海上风电行业提供的调试服务作业船 MP wind archer。此...
DELL 收益率Nice spot like
SG 财报作业、内存交易的第二幕、NVDA 倒计时,以及关于 SGX 新黄金与白银 DLC 的必读内容——本周最犀利的社区精选。

SG 财报作业、内存交易的第二幕、NVDA 倒计时,以及关于 SGX 新黄金与白银 DLC 的必读内容——本周最犀利的社区精选。
英伟达 收益率
Go Beyond!Summary of $马可波罗海业(5LY.SG) 3QFY2026/9MFY2026 Update
* Financial Performance:
9MFY2026 revenue jumped 30% YoY to S109.7M, while 3QFY2026 revenue rose 13% YoY to S35.7M. Gross profit grew 30% YoY in 9MFY2026 to S$46.4M with gross margin holding steady at 42%.
* Ship Chartering:
Revenue grew 26% YoY to S68.3M in 9MFY2026 and 8% YoY to S24.0M in 3QFY2026, driven by fleet expansion including its first CSOV (MP Wind Archer) and 3 CTVs. 3QFY2026 fleet utilization reached ~72%.
* Shipyard Operations:
Revenue rose 37% YoY to S41.4M in 9MFY2026 and 23% YoY to S11.7M in 3QFY2026 due to higher ship repair volume following the commissioning of Drydock 4 in August 2025.
* Key Growth Drivers:
Subsidiary PKR Offshore signed a framework agreement with Siemens Gamesa in July 2026 to charter 2 CSOVs starting 2029. Construction of CSOV Plus is ongoing for 2Q2028 delivery. Proposed RTO of shipyard assets to Fuji Offset Plates for up to S$139.0M is underway.
