$Seatrium(5E2.SG)

Context:

I’ve been watching Seatrium because the offshore & marine sector looks like it’s entering a more interesting cycle. With energy demand and offshore projects picking up, I think there’s potential for the industry to recover further.

My trade:

I decided to buy Seatrium as a turnaround play. The company has gone through a major restructuring, and I’m betting that better execution, stronger orders and improving margins can translate into better results over time.

Takeaway:

Definitely not a low-risk stock, but that’s also why I’m interested. I’m taking a position for the potential upside if the turnaround continues to gain momentum.