Seatrium May Get Tailwind From Trump's Focus on U.S. Energy Dominance

Dow Jones

2025/02/18

Seatrium's order book faces upside risks from President Trump's focus on U.S. energy dominance, OCBC Investment Research's Ada Lim says in a research report.

Trump has laid out a plan to unleash U.S. oil and gas production and boost output, which includes promoting oil and gas development in Alaska, the analyst notes.

Such policy developments could prompt global oil companies to increase oil and gas capital expenditures, potentially enabling Seatrium's order book to surprise on the upside, the analyst says.

OCBC raises the stock's fair value estimate to S$2.82 from S$2.64 to reflect a valuation roll-forward, with an unchanged buy rating. Shares are 0.4% higher at S$2.58.

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2512909009"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2512909009\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2512909009?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-02-18 10:29","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2512909009","market":"sh","top_or_hot":-1,"title":"Seatrium May Get Tailwind From Trump's Focus on U.S. Energy Dominance","media":"Dow Jones","content":"<html><head></head><body><p>Seatrium&#39;s order book faces upside risks from President Trump&#39;s focus on U.S. energy dominance, OCBC Investment Research&#39;s Ada Lim says in a research report. </p><p>Trump has laid out a plan to unleash U.S. oil and gas production and boost output, which includes promoting oil and gas development in Alaska, the analyst notes. </p><p>Such policy developments could prompt global oil companies to increase oil and gas capital expenditures, potentially enabling Seatrium&#39;s order book to surprise on the upside, the analyst says. </p><p>OCBC raises the stock&#39;s fair value estimate to S$2.82 from S$2.64 to reflect a valuation roll-forward, with an unchanged buy rating. Shares are 0.4% higher at S$2.58.</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Seatrium May Get Tailwind From Trump's Focus on U.S. Energy Dominance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSeatrium May Get Tailwind From Trump's Focus on U.S. Energy Dominance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-18 10:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Seatrium&#39;s order book faces upside risks from President Trump&#39;s focus on U.S. energy dominance, OCBC Investment Research&#39;s Ada Lim says in a research report. </p><p>Trump has laid out a plan to unleash U.S. oil and gas production and boost output, which includes promoting oil and gas development in Alaska, the analyst notes. </p><p>Such policy developments could prompt global oil companies to increase oil and gas capital expenditures, potentially enabling Seatrium&#39;s order book to surprise on the upside, the analyst says. </p><p>OCBC raises the stock&#39;s fair value estimate to S$2.82 from S$2.64 to reflect a valuation roll-forward, with an unchanged buy rating. Shares are 0.4% higher at S$2.58.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0031814969.USD","symbol_name":"FSSA ASEAN ALL CAP FUND \"I\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2512909009","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512909009","pubTimestamp":1739845740,"columns":[{"name":"大行评级","id":27,"label_key":"rating"},{"name":"政策监管","id":32,"label_key":"policyRegulatory"}],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0229 GMT - Seatrium's order book faces upside risks from President Trump's focus on U.S. energy dominance, OCBC Investment Research's Ada Lim says in a research report. Trump has laid out a plan to unleash U.S. oil and gas production and boost output, which includes promoting oil and gas development in Alaska, the analyst notes. Such policy developments could prompt global oil companies to increase oil and gas capital expenditures, potentially enabling Seatrium's order book to surprise on the upside, the analyst says. OCBC raises the stock's fair value estimate to S$2.82 from S$2.64 to reflect a valuation roll-forward, with an unchanged buy rating. Shares are 0.4% higher at S$2.58. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE0031814969.USD":"FSSA ASEAN ALL CAP FUND \"I\" (USD) ACC","LU1634259557.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund AS SGD-H","IE00B067MR52.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) ACC","SG9999013478.USD":"利安新加坡股息基金","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","LU0106259558.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" ACC","SGXZ43160589.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) ACC","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","BK6516":"银行与投资服务概念","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","O39.SI":"华侨银行","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU0737861269.HKD":"FIDELITY ASEAN \"A \" (HKD) ACC","IE0009570106.USD":"FSSA ASIA OPPORTUNITIES \"I\" (USD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","SGXZ24219693.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC","LU0048388663.USD":"SCHRODER ISF ASIAN OPPORTUNITIES \"A\" (USD) INC AV","LU0261945553.USD":"FIDELITY ASEAN \"A\" ACC","BK6112":"综合性银行","BK6523":"ESG概念","LU1497734951.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","LU1497733557.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) INC A","SG9999001135.SGD":"United ASEAN Fund SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","LU0251143029.SGD":"Fidelity ASEAN A-SGD","SG9999001127.SGD":"United Singapore Growth Fund SGD","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","5E2.SI":"海庭","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","SG9999001689.USD":"施罗德亚洲成长股票","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","IE0008368411.USD":"FSSA ASIAN GROWTH \"I\" (USD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU0955648018.USD":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) INC MF","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","IE00B0169L03.USD":"FSSA ASIA FOCUS FUND \"I\" (USD) ACC","IE00B031HW06.USD":"FSSA ASIAN GROWTH \"I\" (USD) INC","SG9999014302.SGD":"RHB Singapore Income Fund SGD","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD"},"translate_title":"Seatrium可能会从特朗普对美国能源主导地位的关注中受益","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"O39.SI":0.74,"5E2.SI":1},"content_text":"Seatrium's order book faces upside risks from President Trump's focus on U.S. energy dominance, OCBC Investment Research's Ada Lim says in a research report. Trump has laid out a plan to unleash U.S. oil and gas production and boost output, which includes promoting oil and gas development in Alaska, the analyst notes. Such policy developments could prompt global oil companies to increase oil and gas capital expenditures, potentially enabling Seatrium's order book to surprise on the upside, the analyst says. OCBC raises the stock's fair value estimate to S$2.82 from S$2.64 to reflect a valuation roll-forward, with an unchanged buy rating. Shares are 0.4% higher at S$2.58.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory,rating","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}