I am particularly optimistic about the O&G sector.
On the local front, the ones to watch (Maybank) for are:
Ezion (TP:2.70): strong liftboat opportunities in Asia-Pac and Middle East
Mermaid (0.59): emerging oilfield services player
Nam Cheong (0.45): key beneficiary of recvering OSV market
Vard (1.27): improving order win momentum
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