The Contrarian Retort. Consider a Sembcorpian Bailout.
Oil-capex has continued its slide. Meanwhile, there is increasing global overcapacity for rigs. Brazil's orderbooks look risky. Could PBR's...
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Sembcorp Reported Dismayed Q3 2015 Result Given Profit Reversals and Impairment, FVE Lowered
Sembcorp reported a dismayed third-quarter 2015 result as net profit and revenue declined 17% and 36% year on year, respectively, to SGD 247...
284 Views
This quality rig builder has pricing power, but low-cost competitors are gaining traction.
We lower our earnings forecast and fair value estimate on Keppel Corp as we scale back our expectations on the company's offshore and marine, or...
288 Views
Digital disruption bifurcates traditional market segmentation
How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...
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