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04:27
Aug 27
Shawn Darby Managing Director at Mizuho Securities Bloomberg Markets
Buy Asian E&C firms building LNG plants.
There is a long-term structural shift of LNG plants being built outside the Gulf region in places like the US, Indonesia, and Australia. The best way to play this long-duration theme is through engineering and construction companies in Japan like Chiyoda and MODEC, and in Korea like Daewoo E&C.
MODEC 1ST
HIGH

About MODEC Analyst Coverage

Buzzberg tracks MODEC across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade idea tracked. Past 7 days: 1 bullish. Latest voices: Shawn Darby.