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Tradeview observes that early signs of recovery are emerging for the group, after subdued activity levels in FY2025 stemming from macroeconomic uncertainties and conservative capital expenditure. Its key risks include high exposure to the O&G capital spending cycle, slower-than-expected order book replenishment, as well as regulatory and certification risks
ya agree, i don't think the us will want to make a deal with iran until the nuclear/uranium is disposed. so i thinks oil n gas sector will be high 2- 4 years in future. this company really will get the benefits of it.
