Velesto’s long-term value depends on better utilization rates to offset high depreciation costs, even if current contracts provide some stability. While the secure income is a plus, the market is likely waiting for sustained margin expansion before rerating this stock.

Oil prices probably will rise again

https://www.orientaldaily.com.my/news/business/2026/07/17/833711?fbclid=IwY2xjawTGqNJleHRuA2FlbQIxMABicmlkETFVbEM3UDVoZng0ZU5vVWNCc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHn78Q_8a__iKLuc9RVTI_qPr7EFj8y_cwjaC0IP8-Np0xpUhgArieJ86jrlB_aem_GDPT8RfNeFxDYgrImFHK1w

The reason people still keep for the 3sen dividend is no longer there.
Quarter profit dropped to below 25m
What’s the reason to continue holding? Don’t let loss aversion from not sellling at above 35sen to keep holding back down to below 20c.

卖船的 2.58 亿令吉泡汤了，短期内“特别大红包（特派股息）”的期待值要稍微降低。但公司常规的业务派息和基本面依然在。
Velesto 完全可以把它留在船队里继续出租，在当前油价因地缘政治暴涨（原油飙升 9%）的背景下，租金收益依然可以源源不断地转化成公司的营业额。

随着油价因中东和伊朗局势维持高位，油气板块的整体热度不会轻易散去。只要大盘稍微企稳，利空出尽后，股价很可能会展开技术性抽头反弹。

我分析的。