"We believe the units are likely semi-subs that belong to Keppel and SembMarine which are largely completed," says analyst Lim Siew Khee in a Friday report.
SINGAPORE (Mar 5): CIMB is maintaining its "overweight" on the Offshore & Marine sector on expectations of $3 billion in order wins each for Keppel and Sembcorp Marine this year.
Upstream reported that Petrobras and local rig-chartering entity Sete Brasil have reached a key agreement that calls for the construction and delivery of four drilling units, likely to be those in advanced stages.
