Core Insights - Rising geopolitical tensions, such as the US-Iran conflict, lead to increased market volatility and higher oil prices, impacting global growth through supply chain disruptions and inflation [1] - Investors are advised to focus on high-quality, defensive stocks that can withstand market uncertainties [2] Company Summaries - **Parkway Life REIT (SGX: C2PU)**: A healthcare REIT with a stable demand for services, it has consistently grown distributions to unit holders since 2007, supported by inflation-linked leases and a low gearing ratio of 33.4% as of December 31, 2025 [3][4] - **Singapore Telecommunications Limited (SGX: Z74)**: As a provider of essential connectivity, Singtel's core operations contribute nearly 80% of revenue and 90% of EBITDA, ensuring stability during macroeconomic shifts [5][6] - **Nam Cheong Limited (SGX: 1MZ)**: Positioned in the offshore energy supply chain, Nam Cheong benefits from elevated oil prices, as oil majors increase capital expenditures, leading to higher day rates and fleet utilization [7][8] - **China Sunsine Chemical Holdings Limited (SGX: QES)**: With a strong balance sheet featuring RMB 2.3 billion in cash and no debt as of December 31, 2025, China Sunsine has maintained regular annual dividends since 2007, allowing it to navigate industry cycles effectively [9][10] - **CSE Global Limited (SGX: 544)**: A growth leader in critical infrastructure, CSE Global operates across 14 countries, benefiting from the expansion of AI and data centers, providing a buffer against regional volatility [11][12]

Exhibit 99.2 SEACOR Marine Holdings Inc. Investor Presentation 25 February 2026 SMHI LISTED NYSE Forward-Looking Statements Forward-Lookino Statements discussed in this release as vell as in other reports, materials and oral statements that SE4COR Marine Holdings Inc. ("SEACOR Marine" or the "C from time to time to time to the public constitute "forward-looking statements" within the measing of the Private Securities Litication Act of 1995. Generally worlds such a "expent" "nonient" "intend" "theileye" "phl ...

Core Viewpoint - HD Hyundai and Edison Chouest Offshore are initiating joint shipbuilding operations in the United States, marking a significant collaboration in the shipbuilding sector between Korea and the U.S. [1][10] Group 1: Joint Shipbuilding Initiatives - A delegation from Edison Chouest Offshore visited HD Hyundai in Korea to discuss detailed plans for the joint construction of container vessels [1][2] - An exclusive Memorandum of Understanding (MOU) was signed in June, committing both companies to jointly build medium-sized container vessels at ECO's shipyard by 2028 [3] - The partnership will also expand to include port cranes, addressing heightened security considerations [3] Group 2: Technological Exchange and Collaboration - The ECO delegation toured HD Hyundai's Global R&D Center and shipyards to observe advanced shipbuilding technologies and capabilities [5][8] - Discussions included the application of automation solutions and robotic welding technologies to enhance production capabilities [6][7] - Engineers from ECO will remain in Korea for a week to learn advanced shipbuilding techniques and participate in a technical exchange workshop [9] Group 3: Strategic Importance - Chung Kisun, Executive Vice Chairman of HD Hyundai, emphasized the initiative's role in revitalizing the U.S. shipbuilding industry and fostering Korea-U.S. cooperation [8][10] - The collaboration is seen as a milestone in enhancing the competitiveness of both companies in the global shipbuilding market [10][11]