- Dyna-Mac (SGX:NO4) is a beneficiary of the ongoing and anticipated super cycle in the O&G industry. With focused expertise in topside module fabrication for FPSOs, Dyna-Mac has not only clinched substantial orders but has also expanded its operational capacity to fulfil its record high $438mln order book.
- - Read this at SGinvestors.io -
Underinvestment in O&G leading to supply/demand imbalance.
- Amidst the 2014 oil crash and COVID-19 pandemic, the offshore O&G sector experienced a severe slowdown in new investment and witnessed both the aging and decommissioning of vessels through 2024. However, with economies reopening and oil prices rebounding, there’s a notable resurgence in capital expenditure (CapEx) by oil majors. This “revenge” investment marks a pivotal moment for the industry.
- - Read this at SGinvestors.io -
Increasing Yard Capacity for margin expansion.
- Read more at SGinvestors.io.
