Latest Posts By Lucky03
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| 06-Aug-2019 22:59 |
Seatrium
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Sembmarine
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Brave
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| 25-Jul-2019 23:00 |
Seatrium
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Sembmarine
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Q2 results to he released before trading next Tues. | ||||
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| 23-Jul-2019 13:18 |
Seatrium
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Sembmarine
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Moving ?
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| 19-Jul-2019 19:29 |
Seatrium
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http://aspire.sharesinv.com/61532/3-unique-sg-stocks-that-every-investors-should-take-notice/
DBS thinks that there are three unique stocks in the market that will still allow investors to make a decent return on their investment. Investors Takeaway: 3 Unique SG Stocks That Every Investors Should Take Notice Blue Chips + Growth: SembCorp Industries Among the blue chips, DBS has taken a liking for Sembcorp Industries. According to DBS, Sembcorp Industries offers a unique value proposition as a proxy to ride the cyclical O&M upturn. At the same time, it is supported by a defensive utilities business, especially with its India operations showing signs of turnaround with an improving spread. DBS believes that this should re-rate its Energy business which is undervalued at 0.6 times P/BV and six times PE against 6-7 percent ROE. Furthermore, DBS strongly believes in the long-term growth prospects of Sembcorp Industries Energy arm. DBS notes that the Energy arm has expanded its global footprint into key emerging markets like ? India, Bangladesh, Vietnam and Myanmar. Investors can also look forward to a potential merger between Keppel?s O&M arm and Sembcorp Marine in view of keener competition in the sector. BUY, TP $3.90 |
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| 19-Jul-2019 01:46 |
Seatrium
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Below is the O&M report for Keppel Corp result released earlier. Hope we will see better report.from Sembcorp Marine when they release their report on 30 Jul.
Offshore & Marine The Offshore & Marine (O&M) Division reported a net profit of S$10 million for 1H 2019, compared to a net loss of S$40 million a year ago, due mainly to higher investment income, lower net interest expense and a higher share of associated companies? profits. As at end-June 2019, the O&M Division won quality contracts worth about S$1.9 billion, higher than the total value of new orders secured in the whole of 2018. These include offshore wind projects worth about S$720m from established renewable energy customers, namely Tennet Offshore and Ørsted. As at end June 2019, the Division?s net orderbook stood at S$5.5 billion, the highest level since 2016, excluding projects for Sete Brasil. |
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| 17-Jul-2019 17:02 |
Seatrium
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Sembmarine
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Wave traders can also ride the wave up and burn the shortists.
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| 08-Jul-2019 23:19 |
Seatrium
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SMM just released an update of the ongoing investigation. Not much new info other than more detail on the activities for 2015 and 2017. It also revealed that it is conducting an internal investigation. BT also reported that SMM lodged a report with CAD.
SMM announced today too that it will release its Q2 report on 30 Jul. 10 days later than the Q2 report released on 20 Jul. Guess the delay may be due to waiting for some conclusion to the ongoing investigation ? Looking forward to a turnaround story for Q2. An extract of the report.from CIMB on 2 Jul.2019 may offer some light at the end of the tunnel for SMM ... https://research.sginvestors.io/2019/07/sembcorp-marine-cgs-cimb-research-2019-07-02.html?m=1 |
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| 26-Jun-2019 22:28 |
Seatrium
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Sembmarine
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Crude hitting US$60 soon. | ||||
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| 24-Jun-2019 09:20 |
Seatrium
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I believe it should challenge its last high of 1.80. | ||||
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| 19-Jun-2019 01:53 |
Seatrium
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SM is building a base at 1.47. | ||||
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| 07-Jun-2019 08:03 |
Seatrium
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Key highlights
For the first quarter of 2019: Group revenue of $811 million Group net profit of $2 million Net order book of $5.77 billion
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| 05-Jun-2019 14:16 |
Seatrium
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I thought it had been profitable last 2 quarters ?
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| 30-May-2019 13:44 |
Seatrium
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SM needs to win contracts. | ||||
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| 25-May-2019 22:43 |
Seatrium
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What is needed is announcement by Sembcorp Marine of a major win. The last one was 25 Feb of S$175m.
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| 03-May-2019 22:40 |
Seatrium
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No worry. The worst should be over.
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| 17-Apr-2019 11:43 |
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It has failed to stay above 1.71 a few rounds over last 2 weeks. Let's see.
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| 31-Mar-2019 17:19 |
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Factory activity in China unexpectedly grew for the first time in four months in March, an official survey showed on Sunday, suggesting government stimulus measures may be starting to take hold.
If sustained, the improvement in business conditions could suggest the ailing manufacturing sector is on a path to recovery, easing fears that China could slip into a sharper economic downturn. But many analysts remained cautious on the growth outlook, citing seasonal distortions caused by the long lunar New Year break in February. They argue that real investment and consumer demand remained soft and pushed up inventories at a sharper rate, potentially adding pressure to the sector. The official Purchasing Managers' Index (PMI) rose to 50.5 in March from February's three-year low of 49.2, marking the first expansion in four months, according to data released by the National Bureau of Statistics (NBS) on Sunday. The 50-mark separates growth from contraction on a monthly basis. Analysts surveyed by Reuters had forecast the manufacturing gauge would pick up slightly to 49.5, as factories ramped up production after the Lunar New Year holidays and rebuilt inventories ahead of a seasonal pickup in activity in spring. Factory output grew at its fastest pace in six months in March, reversing a brief contraction in the previous month. It rose to 52.7 from February's 49.5, the highest level seen since September 2018. Total new orders also grew at a quicker pace, driving up factory-gate prices to a five-month high of 51.4, ending four months of contraction. "The jump will likely give a big boost to stock markets and could delay a cut in the reserve requirement ratio (RRR)," said Ting Lu, chief China economist at Nomura. |
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| 16-Mar-2019 12:37 |
Seatrium
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Many reasons for oil price to continue up trend. Hope to see Sembcorp Marine win more contracts. .
Friday, March 15, 2019 Oil prices have surged to their highest level in months, with WTI rising above $58 per barrel and Brent trading north of $67. The instability in Venezuela and the growing evidence of a slowdown in U.S. shale have pushed prices up. U.S. production dips. Weekly figures show that U.S. oil production dipped to 12 mb/d last week, down from 12.1 mb/d the week before. The figures are just estimates, and are rounded off to the nearest 100,000 bpd, but they at least offer an indication that the explosive growth could be slowing down. Venezuela?s Guaido proposes liberalizing oil sector. Opposition leader and self-proclaimed president of Venezuela, Juan Guaido, is working on overhauling the country?s oil sector if he gains power. The proposal would include weakening PDVSA and allowing a vastly larger role for private sector companies. The reforms would resemble those of Mexico over the past few years and would amount to a historic change, although for now, Guiado is still struggling to gain power. OPEC lowered output in February. OPEC reduced production by 221,000 bpd in February, a more modest reduction than in prior months. Most of the reductions came from Venezuela, which saw output drop by 142,000 bpd. Meanwhile, OPEC estimated that OECD inventories rose by 22 million barrels in January, or 19 million barrels above the five-year average. IEA: OPEC?s spare capacity a ?cushion? for oil market. The IEA said that although the crisis in Venezuela is disrupting the oil market, the OPEC+ production cuts have rebuilt spare capacity, providing a ?supply cushion? that can offset the turmoil. ?Much of this spare capacity is composed of crude oil similar in quality to Venezuela?s exports,? the IEA said. ?Therefore, in the event of a major loss of supply from Venezuela, the potential means of avoiding serious disruption to the oil market is theoretically at hand.? U.S. hints at Iran waivers extension. The Trump administration?s lead envoy on Iran sanctions, Brian Hook, said that waivers granted to eight countries importing Iranian oil could be extended, as long as they demonstrate reductions in purchases. The U.S. is aiming to get Iran?s oil exports below 1 mb/d, a reduction of roughly 20 percent from current levels, but a far cry from ?zero.? Higher oil prices are constraining the Trump team. ?He has made it very clear that we need to have a campaign of maximum economic pressure ... but he also doesn't want to shock oil markets, he wants to ensure a well-supplied and stable oil market,? Hook said, referring to Trump. OPEC warns shale drillers. Earlier this week, a group of top OPEC officials warned U.S. shale executives in a meeting on the sidelines of the IHS CERAWeek Conference in Houston that the NOPEC legislation working its way through the U.S. Congress could result in much higher levels of production from OPEC, which would crash prices. They made clear that without the ability to coordinate, they would produce at maximum levels. Libya clash feared. Although Libya?s oil production is at multi-year highs and could rise even further, the division of the country between two governments could lead to a conflagration. The Libyan National Army (LNA) has piled up multiple victories on the battlefield, and analysts now fear it could turn its sights on the capital in Tripoli, where the internationally recognized government lacks the military might to fend off an invasion. Investors to shale: ?show me the money.? Investors continue to pressure the shale industry to demonstrate profits. Shareholders? expectation ?a couple years ago was ?drill, baby, drill,?? John Hess, CEO of Hess Corp. (NYSE: HES) said Tuesday in an interview with CNBC at the CERAWeek conference. ?Now it?s ?show me the money.?? But spending cuts could translate into much lower production growth, he said. Offshore decline rates top 10 percent. Decline rates at offshore oil fields worldwide grew significantly beginning in 2016 due to lower infill activity. Last year, decline rates reached nearly 10 percent, almost double the rate from 2015, according to Rystad Energy. Canadian oil sands could slow on pipeline delays. MEG Energy Corp. (TSE: MEG) and Imperial Oil (TSE: IMO) are reconsidering expansions of oil sands projects in Canada due to the inability for the region to build a new long distance pipeline, according to Bloomberg. MEG had planned to bring an expansion online later this year, but the most recent delay of the Line 3 pipeline means that the ?probability of that going ahead this year has decreased,? MEG said. ?We don?t want to be building capacity into a system where we don?t have the ability to move it,? MEG?s CEO Derek Evans said in a conference call last week. Exxon targets $15 breakevens for Permian. ExxonMobil (NYSE: XOM) plans on cutting the cost of production in the Permian to just $15 per barrel, putting it on par with some of the lowest cost oil fields in the world. The President of XTO Energy, a subsidiary of Exxon, said that the oil major?s scale could allow it to cut costs that low. He also said that the Permian?s total production, currently at 4 mb/d, could double by 2025. Exxon will deploy 55 rigs in the Permian this year, more than any other company. Unrest in Algeria threatens more disruptions. No oil and gas production has been affected yet, but political unrest in Algeria has raised the risk of more outages at a time when the oil market is already reeling from disruptions. Egypt to sell LNG in remarkable turnaround. Egypt?s state gas company EGAS tendered a sale for four LNG cargoes for April, only a few years after the country was forced to buy up LNG to plug a supply deficit. Egypt has lofty aspirations to build a gas hub in the Eastern Mediterranean. Thanks for reading and we?ll see you next week. Best Regards, Tom Kool Editor, Oilprice.com
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| 02-Feb-2019 11:27 |
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Asdew may be ready to take a controlling stake in Ezion with this conversion and if needed to mop up from the floor at rock bottom price. Maybe an M&A is on the table. That's Asdew's speciality.
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| 28-Oct-2017 20:43 |
KrisEnergy
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This is the last chance for O&M companies to carry out Consent Solicitation Exercise to get lenders to take a hair cut, lower interest rate or delay payments so that they can save on interest, have more cash to upgrade or expand and to pay less. Else once the whole industry recovers, it will not be possible anymore.
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