Seatrium, Sembcorp Industries Might Offer Best Exposure to Higher Oil -- Market Talk

Dow Jones

03/30

0514 GMT - Sembcorp Industries and Seatrium offer the best balanced exposure to higher-for-longer oil prices among Singapore industrial companies, says Citi analyst Luis Hilado in a note. Energy and urban solutions provider Sembcorp Industries likely faces limited risk from higher energy prices as its long-term gas contracts are intact until at least 2028. It could also pass on higher costs to its customers while also benefiting from the growth in its renewable-energy portfolio, he adds. Meanwhile, offshore and marine company Seatrium's order wins might improve, as higher oil prices tend to drive oil and renewable energy producers to accelerate or add to projects. "By nature of their respective businesses, Seatrium is relatively 'higher risk, higher return' versus Sembcorp Industries," he adds.(megan.cheah@wsj.com)

(END) Dow Jones Newswires

March 30, 2026 01:14 ET (05:14 GMT)

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Energy and urban solutions provider Sembcorp Industries likely faces limited risk from higher energy prices as its long-term gas contracts are intact until at least 2028. It could also pass on higher costs to its customers while also benefiting from the growth in its renewable-energy portfolio, he adds. Meanwhile, offshore and marine company Seatrium's order wins might improve, as higher oil prices tend to drive oil and renewable energy producers to accelerate or add to projects. \"By nature of their respective businesses, Seatrium is relatively 'higher risk, higher return' versus Sembcorp Industries,\" he adds.(megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 30, 2026 01:14 ET (05:14 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SGXZ27511609.SGD","symbol_name":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2623395846","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2623395846","pubTimestamp":1774847640,"columns":[],"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":"0514 GMT - Sembcorp Industries and Seatrium offer the best balanced exposure to higher-for-longer oil prices among Singapore industrial companies, says Citi analyst Luis Hilado in a note. 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Energy and urban solutions provider Sembcorp Industries likely faces limited risk from higher energy prices as its long-term gas contracts are intact until at least 2028. It could also pass on higher costs to its customers while also benefiting from the growth in its renewable-energy portfolio, he adds. Meanwhile, offshore and marine company Seatrium's order wins might improve, as higher oil prices tend to drive oil and renewable energy producers to accelerate or add to projects. \"By nature of their respective businesses, Seatrium is relatively 'higher risk, higher return' versus Sembcorp Industries,\" he adds.(megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 30, 2026 01:14 ET (05:14 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}