Seacore Marine (stocks/SMHI), Seacore Marine

· Steve's Investing Blog


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.

More ... latest change: 2026-02-28


Last updated: 2026-03-07 by automated standardization process

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