SEACOR Marine Holdings Inc.
Pembelian
Diupdate

Long $SMHI

170
I like long SMHI over $25pps. IPO open price has given overhead supply for several months now, once it gives it should allow a new trend to form. Earnings to navigate early August, but generally this looks like a great opportunity in a relatively new issue.

Bullish sector should provide a sales tailwind going into 2019. If they execute well, the sky's the limit.

Expectation of holding 2W-24W, depending on performance. Downside risk max 10%, contain to less where possible. Upside target starts at $30pps and will vary depending on performance.
Catatan
stopped out of this one

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