Seatrium's Gross Margin Uptrend Could Persist on Some Catalysts -- Market Talk

Dow Jones

2025/08/04

0133 GMT - Seatrium's gross margin uptrend is likely to persist on some catalysts, DBS Group Research's Pei Hwa Ho says, maintaining the stock's buy rating. Catalysts include execution of higher margin projects, cost rationalization, and efficiency gains, the analyst says. Also, the Singapore-listed company's legacy U.S. projects are nearing completion and scheduled for delivery by year-end, which should remove uncertainty for further provisions for onerous contracts, the analyst says in a research report. However, DBS lowers its 2025-2026 net profit forecasts for Seatrium by 16% to partly reflect lowered assumptions for associate/joint venture income and other income. DBS trims the stock's target to S$2.96 from S$3.00. Shares are 1.7% lower at S$2.26. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

August 03, 2025 21:33 ET (01:33 GMT)

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Catalysts include execution of higher margin projects, cost rationalization, and efficiency gains, the analyst says. Also, the Singapore-listed company's legacy U.S. projects are nearing completion and scheduled for delivery by year-end, which should remove uncertainty for further provisions for onerous contracts, the analyst says in a research report. However, DBS lowers its 2025-2026 net profit forecasts for Seatrium by 16% to partly reflect lowered assumptions for associate/joint venture income and other income. DBS trims the stock's target to S$2.96 from S$3.00. Shares are 1.7% lower at S$2.26. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 03, 2025 21:33 ET (01:33 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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's Gross Margin Uptrend Could Persist on Some Catalysts -- Market Talk</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: 12.5px; color: #7E829C; margin: 0;}\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's Gross Margin Uptrend Could Persist on Some Catalysts -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\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 smaller\">2025-08-04 09:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0133 GMT - <a href=\"https://laohu8.com/S/5E2.SI\">Seatrium</a>'s gross margin uptrend is likely to persist on some catalysts, <a href=\"https://laohu8.com/S/D05.SI\">DBS</a> Group Research's Pei Hwa Ho says, maintaining the stock's buy rating. Catalysts include execution of higher margin projects, cost rationalization, and efficiency gains, the analyst says. Also, the Singapore-listed company's legacy U.S. projects are nearing completion and scheduled for delivery by year-end, which should remove uncertainty for further provisions for onerous contracts, the analyst says in a research report. However, DBS lowers its 2025-2026 net profit forecasts for Seatrium by 16% to partly reflect lowered assumptions for associate/joint venture income and other income. DBS trims the stock's target to S$2.96 from S$3.00. Shares are 1.7% lower at S$2.26. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 03, 2025 21:33 ET (01:33 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0557290698.USD","symbol_name":"施羅德環球可持續增長基金","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2556752874","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2556752874","pubTimestamp":1754271180,"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":"0133 GMT - Seatrium's gross margin uptrend is likely to persist on some catalysts, DBS Group Research's Pei Hwa Ho says, maintaining the stock's buy rating. Catalysts include execution of higher margin projects, cost rationalization, and efficiency gains, the analyst says. Also, the Singapore-listed company's legacy U.S. projects are nearing completion and scheduled for delivery by year-end, which should remove uncertainty for further provisions for onerous contracts, the analyst says in a research report. However, DBS lowers its 2025-2026 net profit forecasts for Seatrium by 16% to partly reflect lowered assumptions for associate/joint venture income and other income. DBS trims the stock's target to S$2.96 from S$3.00. Shares are 1.7% lower at S$2.26. 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Catalysts include execution of higher margin projects, cost rationalization, and efficiency gains, the analyst says. Also, the Singapore-listed company's legacy U.S. projects are nearing completion and scheduled for delivery by year-end, which should remove uncertainty for further provisions for onerous contracts, the analyst says in a research report. However, DBS lowers its 2025-2026 net profit forecasts for Seatrium by 16% to partly reflect lowered assumptions for associate/joint venture income and other income. DBS trims the stock's target to S$2.96 from S$3.00. Shares are 1.7% lower at S$2.26. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 03, 2025 21:33 ET (01:33 GMT)\n\n\n  Copyright (c) 2025 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,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}