$Seatrium(5E2.SG)

Context:

Seatrium is definitely one of the more interesting positions I have. It’s a turnaround story, and I’m watching closely to see whether the stronger offshore cycle can translate into better business performance.

My trade:

I’m holding my Seatrium position and giving the trade some room. There’s definitely more volatility compared with some of my other stocks, but that comes with the potential upside I’m looking for.

Takeaway:

This is one I’m willing to be patient with. 🚢 The turnaround won’t happen overnight, so for now I’m watching the order book, execution and earnings to see if the story continues to play out. 📈