tags:

• thesis/undervalued
• analyst/ed-fin
• sector/shipping ...

SEACOR Marine (SMHI) is an Offshore Support Vessel (OSV) play, and considered an alternative to Tidewater (TDW) for investors who prefer US listings. It is illiquid and has corrected a lot since the past earnings report... and in contrast to its ‘big brother’ $TDW the valuation has not recovered much.

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