The sell-off may present a buy

The sell-off may present a buying opportunity if the S$240M fine is a one-off and Seatrium Ltd's core business remains intact。。。

Seatrium Ltd (5E2) carries higher risk due to its exposure to the cyclical offshore and marine sector, while Sembcorp Industries Ltd (U96) offers more diversification and resilience. However, both are still exposed to tariff-related risks。。。

ComfortDelGro (C52) could be undervalued as public transport demand continues to recover。。。

Tag :@Huat99

@Tiger_SG：Costly Resolvement Haunts Seatrium: Dip Buying Chance?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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However, both are still exposed to tariff-related risks。。。 ComfortDelGro (C52) could be undervalued as public transport demand continues to recover。。。 Tag :@Huat99","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":7,"favoriteSize":0,"link":"https://ttm.financial/post/462948959621480","repostId":462587674275848,"repostType":1,"repost":{"magic":2,"id":462587674275848,"tweetId":"462587674275848","gmtCreate":1753955399030,"gmtModify":1754062802566,"author":{"id":4106547232749330,"idStr":"4106547232749330","authorId":4106547232749330,"authorIdStr":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","vip":4,"userType":4,"introduction":"[Tiger Broker Singapore Official] ","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":5897,"starInvestorFlag":false},"themes":[{"themeId":"bf4cacd03ac44ec7a2ae4dc9395f6bea","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"S-REITs 52-Week Highs! Dividend Kings or Value Traps?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":bf4cacd03ac44ec7a2ae4dc9395f6bea}&rnconfig={\"headerBarHidden\": true}","description":"In the first half of 2025, retail investors were net buyers of S-REITs, with total net inflows of approximately SGD 400 million as of June 26. In contrast, institutional investors were net sellers, with more than SGD 500 million in net outflows.\nWhich of these high-performing REITs do you believe still have room to grow in the second half of 2025?\n\nWith retail investors buying and institutions selling, whose side are you on and why?\nCompared to equities, do S-REITs lack growth potential?\nWhat percentage of your portfolio would you allocate to REITs?","image":"https://community-static.tradeup.com/news/fdbaeafcac670fafeda561f3655ea1cf"}],"images":[{"img":"https://community-static.tradeup.com/news/27c7bc2d60efc4163d9df727f5db93ff","width":"1000","height":"600"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/27c7bc2d60efc4163d9df727f5db93ff"}],"title":"Costly Resolvement Haunts Seatrium: Dip Buying Chance?","html":"<html><head></head><body> <a data-mention-id=\"5E2.SI\" class=\"teditor-mention\" data-mention-name=\"Seatrium Ltd\" href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> fell 5.42% today, closing at S$2.27, even after delivering a strong set of results for the first half of 2025.<ul style=\"\"><li>Net profit of S$144.4 million, up over 300% yoy, marking the second time it has achieved a first-half profit since its restructuring.</li><li>Revenue rose 33.7% to S$5.4 billion, and gross profit margin improved from 3.7% to 7.4%.</li><li>EBITDA climbed 31% to S$407 million.</li><li>EPS increased to S$0.0426</li><li>Maintained its policy of not declaring an interim dividend.</li></ul>As of end-June, Seatrium held a net order backlog of S$18.6 billion, with 34% of it tied to renewable energy and green projects.<img alt=\"Seatrium resolves fines linked to Brazilian corruption probe - Splash247\" title=\"Seatrium resolves fines linked to Brazilian corruption probe - Splash247\" src=\"https://community-static.tradeup.com/news/27c7bc2d60efc4163d9df727f5db93ff\" tg-width=\"1000\" tg-height=\"600\">Seatrium resolves fines linked to Brazilian corruption probe - Splash247<h2 id=\"id_3893081192\">Why did the stock drop despite strong earnings?</h2><blockquote>Market concerns linger over the massive fine. Seatrium recently settled a long-running corruption case with a fine exceeding S$240 million.</blockquote>On July 30, the stock was suspended pending an announcement. After resuming trading, the stock initially dropped but later recovered.The company disclosed that it had signed a Leniency Agreement with Brazilian prosecutors related to the “Operation Car Wash” corruption investigation.Seatrium stated that the settlement will not have a material impact on its FY2025 net profit or tangible net asset value per share, as provisions had already been made in previous financial reports.Furthermore, the Monetary Authority of Singapore (MAS) and the Commercial Affairs Department (CAD) have concluded their investigations into potential legal violations, and no further action will be taken against the company or its staff.Meanwhile, Citibank has issued a “Buy” rating on Seatrium with a target price of S$2.65.<hr>How do you view the massive fine?Would you consider <a data-mention-id=\"5E2.SI\" class=\"teditor-mention\" data-mention-name=\"Seatrium Ltd\" href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> or <a data-mention-id=\"U96.SI\" class=\"teditor-mention\" data-mention-name=\"SEMBCORP INDUSTRIES LTD\" href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$</a>?Which SG stock is oversold this earnings season?<h2 id=\"id_1875667250\" style=\"text-align: start;\">REWARDS</h2><ul style=\"\"><li>All valid comments will receive 5 Tiger Coins; Tag your friends to win another 5 Tiger Coins</li></ul>Join our topic and post directly or leave your comments to win tiger coins~Plus, you can stand a chance to get 100 tiger coins &amp; $5 stock vouchers. Event detail to click: <a href=\"https://ttm.financial/TW/461911693729888\" title=\"$5 Vouchers &amp; Coins Sent🔥 Join the Buzz with Prediction Games and Topic Posts!\" target=\"_blank\" class=\"\">$5 Vouchers &amp; Coins Sent🔥 Join the Buzz with Prediction Games and Topic Posts!</a><hr>Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.<blockquote>Other helpful links:</blockquote><ul style=\"\"><li><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></li><li><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" class=\"\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" class=\"\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" class=\"\">Other FAQs on CBA.</a></li><li><a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" class=\"\">Cash Boost Account Website.</a></li></ul></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"5E2.SI\" class=\"teditor-mention\" data-mention-name=\"Seatrium Ltd\" href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> fell 5.42% today, closing at S$2.27, even after delivering a strong set of results for the first half of 2025.<ul style=\"\"><li>Net profit of S$144.4 million, up over 300% yoy, marking the second time it has achieved a first-half profit since its restructuring.</li><li>Revenue rose 33.7% to S$5.4 billion, and gross profit margin improved from 3.7% to 7.4%.</li><li>EBITDA climbed 31% to S$407 million.</li><li>EPS increased to S$0.0426</li><li>Maintained its policy of not declaring an interim dividend.</li></ul>As of end-June, Seatrium held a net order backlog of S$18.6 billion, with 34% of it tied to renewable energy and green projects.<img alt=\"Seatrium resolves fines linked to Brazilian corruption probe - Splash247\" title=\"Seatrium resolves fines linked to Brazilian corruption probe - Splash247\" src=\"https://community-static.tradeup.com/news/27c7bc2d60efc4163d9df727f5db93ff\" tg-width=\"1000\" tg-height=\"600\">Seatrium resolves fines linked to Brazilian corruption probe - Splash247<h2 id=\"id_3893081192\">Why did the stock drop despite strong earnings?</h2><blockquote>Market concerns linger over the massive fine. Seatrium recently settled a long-running corruption case with a fine exceeding S$240 million.</blockquote>On July 30, the stock was suspended pending an announcement. After resuming trading, the stock initially dropped but later recovered.The company disclosed that it had signed a Leniency Agreement with Brazilian prosecutors related to the “Operation Car Wash” corruption investigation.Seatrium stated that the settlement will not have a material impact on its FY2025 net profit or tangible net asset value per share, as provisions had already been made in previous financial reports.Furthermore, the Monetary Authority of Singapore (MAS) and the Commercial Affairs Department (CAD) have concluded their investigations into potential legal violations, and no further action will be taken against the company or its staff.Meanwhile, Citibank has issued a “Buy” rating on Seatrium with a target price of S$2.65.<hr>How do you view the massive fine?Would you consider <a data-mention-id=\"5E2.SI\" class=\"teditor-mention\" data-mention-name=\"Seatrium Ltd\" href=\"https://ttm.financial/S/5E2.SI\">$Seatrium Ltd(5E2.SI)$</a> or <a data-mention-id=\"U96.SI\" class=\"teditor-mention\" data-mention-name=\"SEMBCORP INDUSTRIES LTD\" href=\"https://ttm.financial/S/U96.SI\">$SEMBCORP INDUSTRIES LTD(U96.SI)$</a>?Which SG stock is oversold this earnings season?<h2 id=\"id_1875667250\" style=\"text-align: start;\">REWARDS</h2><ul style=\"\"><li>All valid comments will receive 5 Tiger Coins; Tag your friends to win another 5 Tiger Coins</li></ul>Join our topic and post directly or leave your comments to win tiger coins~Plus, you can stand a chance to get 100 tiger coins &amp; $5 stock vouchers. Event detail to click: <a href=\"https://ttm.financial/TW/461911693729888\" title=\"$5 Vouchers &amp; Coins Sent🔥 Join the Buzz with Prediction Games and Topic Posts!\" target=\"_blank\" class=\"\">$5 Vouchers &amp; Coins Sent🔥 Join the Buzz with Prediction Games and Topic Posts!</a><hr>Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.<blockquote>Other helpful links:</blockquote><ul style=\"\"><li><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></li><li><a href=\"https://www.itiger.com/sg/help/detail/06324754?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to open a CBA.\" class=\"\">How to open a CBA.</a> <a href=\"https://www.itiger.com/sg/help/detail/how-to-link-CDP?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"How to link your CDP account.\" class=\"\">How to link your CDP account.</a> <a href=\"https://www.itiger.com/sg/help/detail/contra-faq?_sasdk=fNDE0MTg2NzAwNTE0OTk2Mg\" title=\"Other FAQs on CBA.\" class=\"\">Other FAQs on CBA.</a></li><li><a href=\"https://www.itiger.com/sg/invest/cash-boost\" title=\"Cash Boost Account Website.\" class=\"\">Cash Boost Account Website.</a></li></ul></body></html>","text":"$Seatrium Ltd(5E2.SI)$ fell 5.42% today, closing at S$2.27, even after delivering a strong set of results for the first half of 2025. Net profit of S$144.4 million, up over 300% yoy, marking the second time it has achieved a first-half profit since its restructuring. Revenue rose 33.7% to S$5.4 billion, and gross profit margin improved from 3.7% to 7.4%. EBITDA climbed 31% to S$407 million. EPS increased to S$0.0426 Maintained its policy of not declaring an interim dividend. As of end-June, Seatrium held a net order backlog of S$18.6 billion, with 34% of it tied to renewable energy and green projects. Seatrium resolves fines linked to Brazilian corruption probe - Splash247 Why did the stock drop despite strong earnings? Market concerns linger over the massive fine. Seatrium recently settled a long-running corruption case with a fine exceeding S$240 million. On July 30, the stock was suspended pending an announcement. After resuming trading, the stock initially dropped but later recovered. The company disclosed that it had signed a Leniency Agreement with Brazilian prosecutors related to the “Operation Car Wash” corruption investigation. Seatrium stated that the settlement will not have a material impact on its FY2025 net profit or tangible net asset value per share, as provisions had already been made in previous financial reports. Furthermore, the Monetary Authority of Singapore (MAS) and the Commercial Affairs Department (CAD) have concluded their investigations into potential legal violations, and no further action will be taken against the company or its staff. Meanwhile, Citibank has issued a “Buy” rating on Seatrium with a target price of S$2.65. How do you view the massive fine? Would you consider $Seatrium Ltd(5E2.SI)$ or $SEMBCORP INDUSTRIES LTD(U96.SI)$? Which SG stock is oversold this earnings season? REWARDS All valid comments will receive 5 Tiger Coins; Tag your friends to win another 5 Tiger Coins Join our topic and post directly or leave your comments to win tiger coins~ Plus, you can stand a chance to get 100 tiger coins & $5 stock vouchers. Event detail to click: $5 Vouchers & Coins Sent🔥 Join the Buzz with Prediction Games and Topic Posts! Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","highlighted":2,"essential":1,"paper":2,"link":"https://ttm.financial/post/462587674275848","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["5E2.SI","U96.SI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":2146,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":681,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["5E2.SI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":406,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/462948959621480"}