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)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","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":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","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/hant/news/2623395846"},"companyName":"老虎證券"},"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:\"2623395846\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2623395846?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-03-30 13:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2623395846","market":"fut","top_or_hot":-1,"title":"Seatrium, Sembcorp Industries Might Offer Best Exposure to Higher Oil -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0514 GMT - <a href=\"https://laohu8.com/S/U96.SI\">Sembcorp Industries</a> and <a href=\"https://laohu8.com/S/5E2.SI\">Seatrium</a> 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) \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>","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, Sembcorp Industries Might Offer Best Exposure to Higher Oil -- 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, Sembcorp Industries Might Offer Best Exposure to Higher Oil -- 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\">2026-03-30 13:14</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0514 GMT - <a href=\"https://laohu8.com/S/U96.SI\">Sembcorp Industries</a> and <a href=\"https://laohu8.com/S/5E2.SI\">Seatrium</a> 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) \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</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. 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.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","SG9999003826.SGD":"日兴资管新加坡股息基金 SGD","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","LU2238330802.EUR":"AZ EQUITY - ASEAN COUNTRIES \"AAZ\" (EUR) ACC","BK6065":"建筑机械与重型卡车","BK4585":"ETF&股票定投概念","BK6500":"公用股","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","SGXZ43160589.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) ACC","BK6113":"复合型公用事业","SGXZ24219693.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC","U96.SI":"胜科工业","VDE":"Vanguard Energy ETF","SG9999016042.SGD":"Schroder Singapore Trust A Acc SGD","SG9999001135.SGD":"United ASEAN Fund SGD","BK4588":"碎股","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","BK4007":"制药","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","5E2.SI":"海庭","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC"},"translate_title":"Seatrium和胜科工业可能提供油价上涨的最佳机会——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"5E2.SI":1.92,"U96.SI":1.94,"VDE":0.71},"content_text":"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) \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"}}}