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Latest Forum Topics / Seatrium Ltd    Last:2.01    -0.01  Post Reply
Seatrium - Sea of Hopes & Atrium of Surprises (II)
Joelton
Supreme
17-Jan-2026 13:28     
 
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Seatrium end-customer gets reprieve after judge rejects Trump&rsquo s wind farm ban
Empire Wind developer Equinor says it would lose over US$1 billion in contracts if the project does not restart soon
 
[WASHINGTON] US President Donald Trump&rsquo s attempts to torpedo offshore wind farms suffered a second blow this week, when a federal judge ruled on Friday (Jan 16) that construction for the US$5 billion Empire Wind project off Long Island in New York could resume.
 
In December, a US federal agency issued stop-work orders to five major wind projects, including the Empire Wind 1 project, on the grounds of &ldquo national security concerns&rdquo .
 
Singapore&rsquo s Seatrium is expected to deliver to Maersk a US$475 million wind vessel, which is ultimately headed for the Empire Wind project.
 
When news broke of the ban, Seatrium told The Business Times in December that it was monitoring the situation. The vessel contract was in the centre of an earlier dispute between Seatrium and Maersk, which has since been resolved. The company added that the settlement is on track.
 
In response to BT, Seatrium on Friday said there are no changes to the terms of the resolution as announced on Dec 22 last year.
 
&ldquo The group remains focused on delivering the vessel to the customer by Feb 28,&rdquo added a spokesperson.
 
In the latest development, Judge Carl Nichols of the US District Court in Washington, DC said that the Interior Department&rsquo s order to stop work on Empire Wind would likely cause irreparable harm. The government last month halted construction on that project and four others along the East Coast, citing unspecified national security concerns.
 
Attorneys for Empire Wind told the court that the project, which is about 60 per cent complete, would face &ldquo existential risk&rdquo if it was further delayed. 
 
Equinor, the Norwegian energy giant developing the wind farm, said that if construction did not restart in the coming days, it would lose more than US$1 billion in contracts and that a specialised ship needed for construction would set sail for another project.
 
&ldquo Empire Wind has demonstrated that it will suffer irreparable harm,&rdquo said Nichols, who was nominated to the bench by Trump.
 
He said that the company was likely to succeed in some of its arguments, including the assertion that the Trump administration did not follow the law when it halted work on the wind farm. 
 
The Justice Department offered &ldquo no substantive proof&rdquo that it gave Empire Wind any notice or opportunity to be heard before it stopped work on the project, as the law requires, Nichols said.
 
It was the second time this week that a judge has thwarted the Trump administration&rsquo s effort to stop the five projects being built by different companies along the East Coast. On Monday, Judge Royce Lamberth ruled in the same court that Revolution Wind, a 65-turbine project off Rhode Island and Connecticut, could continue construction while legal proceedings move forward.
 
The Interior Department did not immediately respond to a request for comment.
 
Equinor said the company would &ldquo now focus on safely restarting construction activities&rdquo on Empire Wind. It also said it would try to work with the Trump administration &ldquo to ensure the safe, secure and responsible execution&rdquo of its operations.
 
Groups opposed to offshore wind urged the Interior Department to appeal the decision.
 
Days before Christmas, the Trump administration ordered companies to halt work on Empire Wind and Revolution Wind, as well as Sunrise Wind off the coast of New York, Vineyard Wind 1 off Massachusetts and Coastal Virginia Offshore Wind off Virginia.
 
The Bureau of Ocean Energy Management, part of the Interior Department, said at the time that construction must stop for at least 90 days while the administration reviewed classified security issues.
 
The wind farms are collectively worth US$25 billion and are expected to power more than 2.5 million buildings and create thousands of jobs, said Turn Forward, an offshore wind advocacy group. 
 
In addition to the developers of the projects, several states have sued to block the administration order and restart construction.
 
Trump has repeatedly said that he would block new wind projects, saying without evidence that &ldquo they ruin the environment they kill the birds, they kill the whales&rdquo .
 
During his first month in office, Trump issued an executive order temporarily halting all leases and permits for wind energy on federal land and in US waters, which he said &ldquo may lead to grave harm&rdquo . In December, a federal judge struck down that order, calling it &ldquo arbitrary and capricious&rdquo .
 
In April, the Trump administration broadened its focus beyond new offshore wind projects and turned its attention to wind farms that had already been granted permits by the Biden administration and were in various stages of construction. 
 
The Interior Department issued a stop-work order for Empire Wind, but it was reversed after weeks of negotiations with Governor Kathy Hochul of New York, a Democrat. Then in August, the agency ordered Revolution Wind to halt construction. In September, Judge Lamberth reversed that decision.
 
&ldquo I am sick and tired of having to go to court time and time again to stop these decisions,&rdquo Hochul said on Thursday. &ldquo They are designed to do nothing other than hurt workers, hurt our economy and hurt our energy future.&rdquo
 
All five wind projects had gone through years of environmental reviews before getting permits, which allowed the developers to secure financing, sign contracts to sell electricity to states and utilities, hire workers, lease equipment and begin construction. 
 
The five wind farms were pioneers in what president Joe Biden had hoped would be a new era of offshore wind power in the United States to phase out fossil fuels and tackle climate change.
 
Supporters of wind power said that they believed the Trump administration&rsquo s current claims of national security concerns were a pretext for stopping an energy source that Trump dislikes.
 
Hochul on Monday said that her response to the Trump administration&rsquo s order was: &ldquo I am the governor of New York. If there is a national security threat off the coast of New York, you need to tell me what it is, and I need a briefing right now.&rdquo She added: &ldquo Lo and behold, they had no answer.&rdquo
 
On Wednesday, Ann Navaro, an attorney for Empire Wind, told Nichols that the Trump administration had not shared any details about why it now considers offshore wind a security threat. 
 
Equinor and two other developers, Orsted and Dominion, have asked the Trump administration to give classified briefings to representatives who hold national security clearances. But to date, the Pentagon has not granted these requests, the companies said in legal filings.
 
Vineyard Wind announced on Thursday that it, too, is seeking a temporary restraining order and a preliminary injunction challenging the Trump administration. A hearing date has not yet been set by the US District Court for the District of Massachusetts.
 
Sunrise Wind and the Coastal Virginia Offshore Wind project also have similar cases pending against the Trump administration. The US District Court for the Eastern District of Virginia will hear the Virginia case on Friday.
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eugesun
Elite
17-Jan-2026 12:21     
 
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 Alert Admin 		3 dollar, then 5 dollar, then 10 dollar 💰 💰 💰 💰 💰 huat ahhh

sfw2124      ( Date: 17-Jan-2026 12:17) Posted:

Seatrium (5E2): Empire Wind Court Victory - What It Means For Your Investment

The 60-Second Version



Good news: A U.S. court just ruled that the Empire Wind offshore wind project can resume work despite Trump' s freeze order. This is the project that Seatrium' s US$475 million vessel is being built for.

Better news: Seatrium gets paid when the vessel is delivered in late February 2026&mdash regardless of whether the project actually proceeds. The court ruling just removed a huge risk.

Current stock price: SGD $2.24
Analyst target: SGD $2.67 (19% upside)
Should you buy?  Yes, if you' re comfortable with short-term volatility over the next 6 weeks.

What Actually Happened (In Plain English)



Seatrium is building a specialized ship (WTIV&mdash Wind Turbine Installation Vessel) for a Danish company (Maersk), which will use it to install giant offshore wind turbines for Equinor off New York' s coast.

The Timeline:


  • October 2025: Maersk tries to cancel the contract (problems with delays)


  • December 21: Seatrium and Maersk settle the dispute.  Seatrium will get US$360 million when the ship is delivered. Payment is guaranteed, not dependent on the project working.


  • December 22: Trump orders a freeze on all offshore wind projects, including this one


  • January 12-16: Three U.S. judges rule that the wind projects can proceed (they found Trump' s " national security" reason was bogus)


  • February 28: Seatrium' s ship gets delivered, Seatrium gets paid ✅

Why The Stock Dropped 2.18% On Good News?



You might be confused&mdash the court ruled in favor of the wind project, so why did Seatrium' s stock go DOWN on January 16?

Answer: The market is still nervous. Here' s why:


  1. Trump might appeal  &ndash The court rulings are temporary (" preliminary injunctions" ), not final. The administration could try again.


  2. Uncertainty is expensive  &ndash Investors hate uncertainty. Even though Seatrium' s payment is mostly protected, they' re worried about future orders and the broader U.S. wind market.


  3. People took profits  &ndash The stock had already rallied 2.9% the day before. Some traders sold to lock in gains.


But here' s the thing: The court ruling is actually  very positive  for Seatrium. The market just hasn' t fully priced it in yet.

What Happens Next Week?



Next 1-2 weeks: Expect the stock to bounce around (up and down 2-3% at a time). Watch for:


  • Any news about Trump appealing the court decision


  • Rulings on the other two wind projects still halted (Sunrise Wind, Vineyard Wind)


  • Any official Seatrium announcements


Late February: Ship delivery. This is the KEY date. When Seatrium receives the US$360 million payment, the stock should rally toward SGD $2.45-2.55.

March-April onwards: If the ship is successfully utilized and future offshore wind projects get greenlit, Seatrium could hit SGD $2.80-3.00 as the company returns to profitability.

Should You Buy Now?

Entry Level Reason Risk Level
SGD $2.15-2.20 Good buy&mdash prices in worst-case scenario Low
SGD $2.24 (current) Fair value&mdash reasonable risk/reward Medium
SGD $2.30-2.35 Still okay&mdash you get the rally upside Medium
Above SGD $2.40 Wait for pullback&mdash too much upside already priced in Higher


Stop-loss: If the stock falls below SGD $2.10, something has materially changed (e.g., Trump' s appeal succeeded). Exit.

The Three Key Risks (What Could Go Wrong?)



  1. Trump appeals and wins  &rarr Stock drops to SGD $1.85-1.90 (but Seatrium still gets paid in Feb, so company fundamentals unchanged)


  2. Ship doesn' t deliver on time  &rarr Delay of 1-3 months (unlikely but possible in shipbuilding)


  3. Broader offshore wind market collapses  &rarr If U.S. offshore wind becomes politically impossible, future Seatrium orders disappear (but Feb delivery still happens)


Bottom line on risks: The February payment is protected. Risks are mostly about future business and market sentiment, not this immediate contract.

Why Seatrium Gets Paid Regardless



This is critical to understand:

Seatrium doesn' t get paid by Equinor or Maersk for using the ship. Instead:


  • Maersk owes Seatrium US$360 million for building the ship


  • Seatrium holds a legal lien (mortgage) on the ship worth " well above US$250 million"


  • Seatrium finances US$250 million to Maersk with the ship as collateral


Translation: Even if the Empire Wind project completely falls apart, Seatrium can sell the ship to another company for ~US$250M+ and cover its costs. The cash is protected.

Analyst Views (From Major Banks)



  • DBS Bank: BUY | Target SGD $3.00


  • UOB Kay Hian: BUY | Target SGD $2.96


  • OCBC Investment: BUY | Target SGD $2.82


  • CIMB: ADD | Target SGD $2.80


Translation: All the major Singapore banks think this stock is undervalued right now. The court ruling validates their bullishness.

Bottom Line For ShareJunction Members



✅   Buy now?  Yes, if you can hold for 6+ weeks without panic-selling
✅   Size: Consider 50-75% of intended position add more if stock drops to SGD $2.15
✅   Target: SGD $2.45-2.55 in late Feb (small win), SGD $2.80-3.00 in 6 months (bigger win)
✅   Timeframe: Don' t expect immediate gains Feb 28 delivery is the catalyst
✅   Watch out for: Any Trump appeal news (bearish) or new offshore wind court victories (bullish)

Disclaimer: Not financial advice. Do your own due diligence. Past performance &ne future results.


.

MrBear12      ( Date: 17-Jan-2026 10:00) Posted:

Bear bold prediction

Seatrium will be star performer for next three years 

2028 moon landing

between 5 to 10 dollars

trade with bold intuition
 Useful To Me  Not Useful To Me


sfw2124
Senior
17-Jan-2026 12:17     
 
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Seatrium (5E2): Empire Wind Court Victory - What It Means For Your Investment

The 60-Second Version



Good news: A U.S. court just ruled that the Empire Wind offshore wind project can resume work despite Trump' s freeze order. This is the project that Seatrium' s US$475 million vessel is being built for.

Better news: Seatrium gets paid when the vessel is delivered in late February 2026&mdash regardless of whether the project actually proceeds. The court ruling just removed a huge risk.

Current stock price: SGD $2.24
Analyst target: SGD $2.67 (19% upside)
Should you buy?  Yes, if you' re comfortable with short-term volatility over the next 6 weeks.

What Actually Happened (In Plain English)



Seatrium is building a specialized ship (WTIV&mdash Wind Turbine Installation Vessel) for a Danish company (Maersk), which will use it to install giant offshore wind turbines for Equinor off New York' s coast.

The Timeline:


  • October 2025: Maersk tries to cancel the contract (problems with delays)


  • December 21: Seatrium and Maersk settle the dispute.  Seatrium will get US$360 million when the ship is delivered. Payment is guaranteed, not dependent on the project working.


  • December 22: Trump orders a freeze on all offshore wind projects, including this one


  • January 12-16: Three U.S. judges rule that the wind projects can proceed (they found Trump' s " national security" reason was bogus)


  • February 28: Seatrium' s ship gets delivered, Seatrium gets paid ✅

Why The Stock Dropped 2.18% On Good News?



You might be confused&mdash the court ruled in favor of the wind project, so why did Seatrium' s stock go DOWN on January 16?

Answer: The market is still nervous. Here' s why:


  1. Trump might appeal  &ndash The court rulings are temporary (" preliminary injunctions" ), not final. The administration could try again.


  2. Uncertainty is expensive  &ndash Investors hate uncertainty. Even though Seatrium' s payment is mostly protected, they' re worried about future orders and the broader U.S. wind market.


  3. People took profits  &ndash The stock had already rallied 2.9% the day before. Some traders sold to lock in gains.


But here' s the thing: The court ruling is actually  very positive  for Seatrium. The market just hasn' t fully priced it in yet.

What Happens Next Week?



Next 1-2 weeks: Expect the stock to bounce around (up and down 2-3% at a time). Watch for:


  • Any news about Trump appealing the court decision


  • Rulings on the other two wind projects still halted (Sunrise Wind, Vineyard Wind)


  • Any official Seatrium announcements


Late February: Ship delivery. This is the KEY date. When Seatrium receives the US$360 million payment, the stock should rally toward SGD $2.45-2.55.

March-April onwards: If the ship is successfully utilized and future offshore wind projects get greenlit, Seatrium could hit SGD $2.80-3.00 as the company returns to profitability.

Should You Buy Now?

Entry Level Reason Risk Level
SGD $2.15-2.20 Good buy&mdash prices in worst-case scenario Low
SGD $2.24 (current) Fair value&mdash reasonable risk/reward Medium
SGD $2.30-2.35 Still okay&mdash you get the rally upside Medium
Above SGD $2.40 Wait for pullback&mdash too much upside already priced in Higher


Stop-loss: If the stock falls below SGD $2.10, something has materially changed (e.g., Trump' s appeal succeeded). Exit.

The Three Key Risks (What Could Go Wrong?)



  1. Trump appeals and wins  &rarr Stock drops to SGD $1.85-1.90 (but Seatrium still gets paid in Feb, so company fundamentals unchanged)


  2. Ship doesn' t deliver on time  &rarr Delay of 1-3 months (unlikely but possible in shipbuilding)


  3. Broader offshore wind market collapses  &rarr If U.S. offshore wind becomes politically impossible, future Seatrium orders disappear (but Feb delivery still happens)


Bottom line on risks: The February payment is protected. Risks are mostly about future business and market sentiment, not this immediate contract.

Why Seatrium Gets Paid Regardless



This is critical to understand:

Seatrium doesn' t get paid by Equinor or Maersk for using the ship. Instead:


  • Maersk owes Seatrium US$360 million for building the ship


  • Seatrium holds a legal lien (mortgage) on the ship worth " well above US$250 million"


  • Seatrium finances US$250 million to Maersk with the ship as collateral


Translation: Even if the Empire Wind project completely falls apart, Seatrium can sell the ship to another company for ~US$250M+ and cover its costs. The cash is protected.

Analyst Views (From Major Banks)



  • DBS Bank: BUY | Target SGD $3.00


  • UOB Kay Hian: BUY | Target SGD $2.96


  • OCBC Investment: BUY | Target SGD $2.82


  • CIMB: ADD | Target SGD $2.80


Translation: All the major Singapore banks think this stock is undervalued right now. The court ruling validates their bullishness.

Bottom Line For ShareJunction Members



✅   Buy now?  Yes, if you can hold for 6+ weeks without panic-selling
✅   Size: Consider 50-75% of intended position add more if stock drops to SGD $2.15
✅   Target: SGD $2.45-2.55 in late Feb (small win), SGD $2.80-3.00 in 6 months (bigger win)
✅   Timeframe: Don' t expect immediate gains Feb 28 delivery is the catalyst
✅   Watch out for: Any Trump appeal news (bearish) or new offshore wind court victories (bullish)

Disclaimer: Not financial advice. Do your own due diligence. Past performance &ne future results.


.

MrBear12      ( Date: 17-Jan-2026 10:00) Posted:

Bear bold prediction

Seatrium will be star performer for next three years 

2028 moon landing

between 5 to 10 dollars

trade with bold intuition
 Useful To Me  Not Useful To Me
Tob231
Elite
17-Jan-2026 12:08     
 
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 Alert Admin 		if what you said is correct, last friday should be the right moment to buy 2.24 is fair  value ... let' s see how it performance next week 
Current stock price: SGD $2.24
Analyst target: SGD $2.67 (19% upside)
Should you buy?  Yes, if you' re comfortable with short-term volatility over the next 6 weeks.
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sfw2124
Senior
17-Jan-2026 11:43     
 
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Seatrium (5E2): Empire Wind Court Victory - What It Means For Your Investment

The 60-Second Version



Good news: A U.S. court just ruled that the Empire Wind offshore wind project can resume work despite Trump' s freeze order. This is the project that Seatrium' s US$475 million vessel is being built for.

Better news: Seatrium gets paid when the vessel is delivered in late February 2026&mdash regardless of whether the project actually proceeds. The court ruling just removed a huge risk.

Current stock price: SGD $2.24
Analyst target: SGD $2.67 (19% upside)
Should you buy?  Yes, if you' re comfortable with short-term volatility over the next 6 weeks.

What Actually Happened (In Plain English)



Seatrium is building a specialized ship (WTIV&mdash Wind Turbine Installation Vessel) for a Danish company (Maersk), which will use it to install giant offshore wind turbines for Equinor off New York' s coast.

The Timeline:


  • October 2025: Maersk tries to cancel the contract (problems with delays)


  • December 21: Seatrium and Maersk settle the dispute.  Seatrium will get US$360 million when the ship is delivered. Payment is guaranteed, not dependent on the project working.


  • December 22: Trump orders a freeze on all offshore wind projects, including this one


  • January 12-16: Three U.S. judges rule that the wind projects can proceed (they found Trump' s " national security" reason was bogus)


  • February 28: Seatrium' s ship gets delivered, Seatrium gets paid ✅

Why The Stock Dropped 2.18% On Good News?



You might be confused&mdash the court ruled in favor of the wind project, so why did Seatrium' s stock go DOWN on January 16?

Answer: The market is still nervous. Here' s why:


  1. Trump might appeal  &ndash The court rulings are temporary (" preliminary injunctions" ), not final. The administration could try again.


  2. Uncertainty is expensive  &ndash Investors hate uncertainty. Even though Seatrium' s payment is mostly protected, they' re worried about future orders and the broader U.S. wind market.


  3. People took profits  &ndash The stock had already rallied 2.9% the day before. Some traders sold to lock in gains.


But here' s the thing: The court ruling is actually  very positive  for Seatrium. The market just hasn' t fully priced it in yet.

What Happens Next Week?



Next 1-2 weeks: Expect the stock to bounce around (up and down 2-3% at a time). Watch for:


  • Any news about Trump appealing the court decision


  • Rulings on the other two wind projects still halted (Sunrise Wind, Vineyard Wind)


  • Any official Seatrium announcements


Late February: Ship delivery. This is the KEY date. When Seatrium receives the US$360 million payment, the stock should rally toward SGD $2.45-2.55.

March-April onwards: If the ship is successfully utilized and future offshore wind projects get greenlit, Seatrium could hit SGD $2.80-3.00 as the company returns to profitability.

Should You Buy Now?

Entry Level Reason Risk Level
SGD $2.15-2.20 Good buy&mdash prices in worst-case scenario Low
SGD $2.24 (current) Fair value&mdash reasonable risk/reward Medium
SGD $2.30-2.35 Still okay&mdash you get the rally upside Medium
Above SGD $2.40 Wait for pullback&mdash too much upside already priced in Higher


Stop-loss: If the stock falls below SGD $2.10, something has materially changed (e.g., Trump' s appeal succeeded). Exit.

The Three Key Risks (What Could Go Wrong?)



  1. Trump appeals and wins  &rarr Stock drops to SGD $1.85-1.90 (but Seatrium still gets paid in Feb, so company fundamentals unchanged)


  2. Ship doesn' t deliver on time  &rarr Delay of 1-3 months (unlikely but possible in shipbuilding)


  3. Broader offshore wind market collapses  &rarr If U.S. offshore wind becomes politically impossible, future Seatrium orders disappear (but Feb delivery still happens)


Bottom line on risks: The February payment is protected. Risks are mostly about future business and market sentiment, not this immediate contract.

Why Seatrium Gets Paid Regardless



This is critical to understand:

Seatrium doesn' t get paid by Equinor or Maersk for using the ship. Instead:


  • Maersk owes Seatrium US$360 million for building the ship


  • Seatrium holds a legal lien (mortgage) on the ship worth " well above US$250 million"


  • Seatrium finances US$250 million to Maersk with the ship as collateral


Translation: Even if the Empire Wind project completely falls apart, Seatrium can sell the ship to another company for ~US$250M+ and cover its costs. The cash is protected.

Analyst Views (From Major Banks)



  • DBS Bank: BUY | Target SGD $3.00


  • UOB Kay Hian: BUY | Target SGD $2.96


  • OCBC Investment: BUY | Target SGD $2.82


  • CIMB: ADD | Target SGD $2.80


Translation: All the major Singapore banks think this stock is undervalued right now. The court ruling validates their bullishness.

Bottom Line For ShareJunction Members



✅   Buy now?  Yes, if you can hold for 6+ weeks without panic-selling
✅   Size: Consider 50-75% of intended position add more if stock drops to SGD $2.15
✅   Target: SGD $2.45-2.55 in late Feb (small win), SGD $2.80-3.00 in 6 months (bigger win)
✅   Timeframe: Don' t expect immediate gains Feb 28 delivery is the catalyst
✅   Watch out for: Any Trump appeal news (bearish) or new offshore wind court victories (bullish)

Disclaimer: Not financial advice. Do your own due diligence. Past performance &ne future results.


.

MrBear12      ( Date: 17-Jan-2026 10:00) Posted:

Bear bold prediction

Seatrium will be star performer for next three years 

2028 moon landing

between 5 to 10 dollars

trade with bold intuition
 Useful To Me  Not Useful To Me


MrBear12
Supreme
17-Jan-2026 10:00     
 
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Yells: "Cast all our anxieties on Jesus for He cares for us"
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 Alert Admin 		Bear bold prediction

Seatrium will be star performer for next three years 

2028 moon landing

between 5 to 10 dollars

trade with bold intuition
 Useful To Me  Not Useful To Me
Tob231
Elite
17-Jan-2026 09:55     
 
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 Alert Admin 		Sfw2124, thanks for your analysis and Workaholic saying " investor with mid to long term view" arhhh I am not sure ... those who hold  好 像 死 得 很 难 看
what to do .... this sloth ate too much of KOM legacy rigs .... all having hiccups. hope all have been digested and shitted out 
if any new low, I might consider collecting some
so fast, CNY music is in the air .... kong si kong si ni
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sfw2124
Senior
16-Jan-2026 23:12     
 
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 Alert Admin

✅ Morgan Stanley' s Claims Are VALIDATED &ndash But Premature



What MS Got Right:


  • Oil majors ARE cutting capex: Petrobras trimmed 2026-2030 capex by $5B (4.5% cut) due to $63-65/barrel oil vs. $83/barrel budget​


  • New projects ARE being delayed: Albacora FPSO proposal deadline pushed from Feb 2026 &rarr May 25, 2026 (3+ month slip)​


  • Orderbook growth will face pressure: New order wins in Q3 2025 were < S$300M vs. historical S$500M+ &mdash the slowdown is REAL​


  • 2026-2027 guidance at risk: Seatrium needs S$6-10B annual order wins to hit 2028 targets at current pace, this is challenged​


What MS Got WRONG:


  • Timing: MS is pricing 2026-2027 macro headwinds into TODAY' s valuation (S$1.85 target = -17% downside)


  • Ignoring near-term catalysts: P-78 first oil (Dec 31, proved delivery), Maersk settlement (Jan 15, $360M payment by Feb 28), legacy project completions (Q1 2026)


  • Analyst outlier: 6/9 analysts are Strong Buy MS is 2-sigma bearish outlier pricing maximum pessimism

✅ Bullish Catalyst Claims Are 100% VALIDATED

Catalyst Status Significance
P-78 First Oil Feb-Mar 2026 ✅   ALREADY DELIVERED Dec 31, 2025​ Proves FPSO execution validates margin expansion to 7.4%+
Maersk WTIV Delivery Feb 2026 ✅   SETTLEMENT CONFIRMED JAN 15, 2026​ $360M final payment by Feb 28 removes legal overhang
Margin Expansion 7.4% (from 3.7%) ✅   AUDITED H1 2025 RESULTS​ Not estimated&mdash actual financial statements show 100% margin doubling
Analyst Support (JPM S$3.05, DBS S$3.00) ✅   ALL CONFIRMED​ Consensus S$2.76-S$2.83 (26% upside) vs. MS S$1.85 (17% downside)
 
 

 



Workaholic      ( Date: 16-Jan-2026 18:16) Posted:

Depending on how you treat stock trading, you will have a different conclusion on the drop today. If you take it as MBS casino, then it is a loss to the short term holder.
However, if you are truly an investor with mid to long term view, then this is just a blip and an opportunity to accumulate for gains in the near future.

There is really no loss to anyone as this is part and parcel of being in the stock market and doing regular trades.

eugesun      ( Date: 16-Jan-2026 13:08) Posted:

don't worry, sell and buy volume 50/50, strong support...3 dollar huat ah
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Workaholic
Member
16-Jan-2026 18:16     
 
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 Alert Admin 		Depending on how you treat stock trading, you will have a different conclusion on the drop today. If you take it as MBS casino, then it is a loss to the short term holder.
However, if you are truly an investor with mid to long term view, then this is just a blip and an opportunity to accumulate for gains in the near future.

There is really no loss to anyone as this is part and parcel of being in the stock market and doing regular trades.

eugesun      ( Date: 16-Jan-2026 13:08) Posted:

don't worry, sell and buy volume 50/50, strong support...3 dollar huat ahh

Joyoftheworld      ( Date: 16-Jan-2026 09:58) Posted:

Lao Sai today
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eugesun
Elite
16-Jan-2026 13:08     
 
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 Alert Admin 		don't worry, sell and buy volume 50/50, strong support...3 dollar huat ahh

Joyoftheworld      ( Date: 16-Jan-2026 09:58) Posted:

Lao Sai today.

eugesun      ( Date: 16-Jan-2026 09:47) Posted:

diamond hand hold long, squeeze..
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Louistan
Senior
16-Jan-2026 11:08     
 
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 Alert Admin 		The sell down will only be for one day usually when analysts make such calls. By Monday it will start going up again.

n3wbie      ( Date: 16-Jan-2026 10:38) Posted:

Take analyst call with a pinch of salt, probably having hedge funds shorting the stock. It never got to $2.57 when they are promoting the stock so why $1.85. Some other bullish brokers are calling $2.9 - $3.05 but the stock is also not trading at those levels. Ultimately, lets see the upcoming earnings and guidance for 2026.
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MrBear12
Supreme
16-Jan-2026 11:01     
 
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Yells: "Cast all our anxieties on Jesus for He cares for us"
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 Alert Admin 		Buy now Seatrium won't wait

Joyoftheworld      ( Date: 16-Jan-2026 10:26) Posted:

Waiting at 185 to buy some.

Huataarrhh      ( Date: 16-Jan-2026 10:13) Posted:

By Gabrielle Ng
01/15/2026 20:41:42  [BFW]
(Bloomberg) --  Seatrium Ltd.  shares fall as much as 3.5%, the largest loss since Oct. 14, after Morgan Stanley lowered its rating on the offshore engineering company amid a global oil downcycle.
  • &ldquo Seatrium faces rising challenges in 2026 as oil majors tighten capital allocation, while weaker returns in offshore renewables may drive a faster-than-expected orderbook decline,&rdquo analysts led by  Mayank Maheshwari  write in a note
    • Capex this year will be &ldquo much below investor expectations&rdquo for global oil majors, including Seatrium&rsquo s large customer Petrobas, as global energy investments stagnate
    • Cuts earnings forecast by 10%-15%
    • Downgrades to underweight from overweight, cuts PT to S$1.85 from S$2.57
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superstartup
Supreme
16-Jan-2026 10:44     
 
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 Alert Admin 		I think also related to yesterday news on  Maersk returning to Red sea.
Hence affecting world-wide ship building, repair and shipping companies.
Maersk share price itself dropped 5%  on their retrun to Red sea.
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n3wbie
Elite
16-Jan-2026 10:38     
 
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 Alert Admin 		Take analyst call with a pinch of salt, probably having hedge funds shorting the stock. It never got to $2.57 when they are promoting the stock so why $1.85. Some other bullish brokers are calling $2.9 - $3.05 but the stock is also not trading at those levels. Ultimately, lets see the upcoming earnings and guidance for 2026.
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Joyoftheworld
Master
16-Jan-2026 10:26     
 
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 Alert Admin 		Waiting at 185 to buy some.

Huataarrhh      ( Date: 16-Jan-2026 10:13) Posted:

By Gabrielle Ng
01/15/2026 20:41:42  [BFW]
(Bloomberg) --  Seatrium Ltd.  shares fall as much as 3.5%, the largest loss since Oct. 14, after Morgan Stanley lowered its rating on the offshore engineering company amid a global oil downcycle.
  • &ldquo Seatrium faces rising challenges in 2026 as oil majors tighten capital allocation, while weaker returns in offshore renewables may drive a faster-than-expected orderbook decline,&rdquo analysts led by  Mayank Maheshwari  write in a note
    • Capex this year will be &ldquo much below investor expectations&rdquo for global oil majors, including Seatrium&rsquo s large customer Petrobas, as global energy investments stagnate
    • Cuts earnings forecast by 10%-15%
    • Downgrades to underweight from overweight, cuts PT to S$1.85 from S$2.57
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Huataarrhh
Senior
16-Jan-2026 10:13     
 
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 Alert Admin
By Gabrielle Ng
01/15/2026 20:41:42  [BFW]
(Bloomberg) --  Seatrium Ltd.  shares fall as much as 3.5%, the largest loss since Oct. 14, after Morgan Stanley lowered its rating on the offshore engineering company amid a global oil downcycle.
  • &ldquo Seatrium faces rising challenges in 2026 as oil majors tighten capital allocation, while weaker returns in offshore renewables may drive a faster-than-expected orderbook decline,&rdquo analysts led by  Mayank Maheshwari  write in a note
    • Capex this year will be &ldquo much below investor expectations&rdquo for global oil majors, including Seatrium&rsquo s large customer Petrobas, as global energy investments stagnate
    • Cuts earnings forecast by 10%-15%
    • Downgrades to underweight from overweight, cuts PT to S$1.85 from S$2.57
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Joyoftheworld
Master
16-Jan-2026 09:58     
 
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 Alert Admin 		Lao Sai today.

eugesun      ( Date: 16-Jan-2026 09:47) Posted:

diamond hand hold long, squeeze...

MrBear12      ( Date: 16-Jan-2026 09:15) Posted:

https://www.businesstimes.com.sg/companies-markets/seatrium-end-customer-gets-reprieve-after-judge-rejects-trumps-wind-farm-ban


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eugesun
Elite
16-Jan-2026 09:47     
 
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 Alert Admin 		diamond hand hold long, squeeze...

MrBear12      ( Date: 16-Jan-2026 09:15) Posted:

https://www.businesstimes.com.sg/companies-markets/seatrium-end-customer-gets-reprieve-after-judge-rejects-trumps-wind-farm-ban

MrBear12      ( Date: 16-Jan-2026 09:14) Posted:

Time to bu
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MrBear12
Supreme
16-Jan-2026 09:15     
 
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 Alert Admin 		https://www.businesstimes.com.sg/companies-markets/seatrium-end-customer-gets-reprieve-after-judge-rejects-trumps-wind-farm-ban

MrBear12      ( Date: 16-Jan-2026 09:14) Posted:

Time to buy

gosharej      ( Date: 16-Jan-2026 09:05) Posted:

why today drop,?   


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MrBear12
Supreme
16-Jan-2026 09:14     
 
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Yells: "Cast all our anxieties on Jesus for He cares for us"
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 Alert Admin 		Time to buy

gosharej      ( Date: 16-Jan-2026 09:05) Posted:

why today drop,?   

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