$KEYFIELD (5321.MY)$ Strengths – Strong demand for OSV due to increased offshore oil & gas exploration. – High vessel utilization rates (80%+). – Stable recurring income from long-term charter contracts. – Asset-heavy model with a fleet of specialized vessels. Risks – Revenue depends heavily on oil prices and offshore E&P activity. – High operational costs and maintenance of vessels. – Potential overvaluation after sharp post-IPO rally.
Brace yourselves, oil investors! Goldman Sachs is warning that crude oil prices could crash below US$40 per barrel next year! Trade wars and increased OPEC+ production are creating a perfect storm. Here's the breakdown: 1. Bleak Outlook: Trade war escalation is raising recessionary risks and headwinds for energy consumption. 2. OPEC+ Factor: OPEC+ added more barrels back earlier than expected, exacerbating the supply glut. But...
The uncertainties surrounding the US’s tariff and trade war have dragged down certain sectors in Bursa Malaysia. But for investors, this could present a bargain-hunting opportunity. 1. Market Overview The FBM KLCI has had a rough start to the year, declining 7% year-to-date (YTD). However, incremental selling pressure is likely to subside due to: - High cash levels - Tightened margin financing criteria - No large-scale redemptions assumed 2. Technology...
Good morning mooers! Here are things you need to know about today's market: US market rose on Tuesday after Trump paused Mexico - Canada tariffs, while China retaliated with its own tariffs on the U.S. Malaysia Market atmosphere turned more positive. Investors snapped up undervalued assets, driving the market's upward momentum. Stocks to watch: ANNJOO, FAJAR, KEYFIELD - Moomoo News MY Wa...
KEYFIELD International Bhd said that its wholly-owned subsidiary, Keyfield Offshore Sdn Bhd (KOSB), has executed two separate contracts worth RM59.6 million for the charter of one anchor handling tug supply vessel (AHTS) and one dynamic positioning 2 accommodation work boat (DP2 AWB). The charter of the AHTS is scheduled to begin in the first week of April 2025 for a firm duration of 720 days, with an option to extend by 180 days, and will be d...
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KEYFIELD Stock Forum
Strengths
– Strong demand for OSV due to increased offshore oil & gas exploration.
– High vessel utilization rates (80%+).
– Stable recurring income from long-term charter contracts.
– Asset-heavy model with a fleet of specialized vessels.
Risks
– Revenue depends heavily on oil prices and offshore E&P activity.
– High operational costs and maintenance of vessels.
– Potential overvaluation after sharp post-IPO rally.
$FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$ $GAMUDA (5398.MY)$ $INARI (0166.MY)$ $SLVEST (0215.MY)$ $SIME (4197.MY)$ $YTLPOWR (6742.MY)$ $KERJAYA (7161.MY)$ $KEYFIELD (5321.MY)$ $HARTA (5168.MY)$ $USD/MYR (USDMYR.FX)$
Here's the breakdown:
1. Bleak Outlook: Trade war escalation is raising recessionary risks and headwinds for energy consumption.
2. OPEC+ Factor: OPEC+ added more barrels back earlier than expected, exacerbating the supply glut.
But...
1. Market Overview
The FBM KLCI has had a rough start to the year, declining 7% year-to-date (YTD). However, incremental selling pressure is likely to subside due to:
- High cash levels
- Tightened margin financing criteria
- No large-scale redemptions assumed
2. Technology...
US market rose on Tuesday after Trump paused Mexico - Canada tariffs, while China retaliated with its own tariffs on the U.S.
Malaysia Market atmosphere turned more positive. Investors snapped up undervalued assets, driving the market's upward momentum.
Stocks to watch: ANNJOO, FAJAR, KEYFIELD
- Moomoo News MY
Wa...
The charter of the AHTS is scheduled to begin in the first week of April 2025 for a firm duration of 720 days, with an option to extend by 180 days, and will be d...
No comment yet