[%tYYy%] Therefore the potential beneficiaries of current period are [%Hkto%], [%CSIi%], [%hzcV%], Sapura Energy, Carimin, MHB … ?

@terence775 Therefore the potential beneficiaries of current period are $KLSE-DELEUM, $KLSE-T7GLOBAL, $KLSE-PENERGY, Sapura Energy, Carimin, MHB … ?

@realalvinang Thanks for sharing! I read many of the broker reports on the PAO, and believe that the main beneficiaries of this period are MCM, HUC, and plant maintenance players in the field.
Another potential winner are pipe layers and coaters. Meanwhile, OSV owners are expected to still enjoy high charter rates, in spite of the supply-demand equation balancing out compared to previous years.