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...
289 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...
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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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