Analyst Sentiment And Valuation OpportunityAnalyst maintains a Buy recommendation and views the recent stock de-rating as an opportunity, implying potential upside if additional contract news materializes.
Large Contract Booking MomentumA newly secured large contract represents a meaningful shift in booking pace after difficulty winning very large projects, increasing the chance of further big-ticket awards.
Order Intake RecoverySale of a large Admiral-brand yacht signals a rebound in the group's order intake, indicating renewed commercial traction that can improve future revenue visibility.