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Sembmarine
sgtrader18
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13-Aug-2017 21:53     
 
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 Alert Admin 		good to see repair side getting orders.

http://www.seatrade-cruise.com/news/refurb-interiors/restyled-pacific-eden-heads-for-new-homeport-of-cairns.html
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sgtrader18
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13-Aug-2017 21:46     
 
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 Alert Admin 		http://www.zaobao.com.sg/zfinance/invest/story20170807-785162
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sgtrader18
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07-Aug-2017 13:56     
 
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 Alert Admin 		2b is back to the normal level, but the market still have to digest the non delivery of the finish rig(s). until those pending finish the book wont look good. or at least have to suffer some lost before the numbers turn green again.
that will take year(s). just like how they gave forecast in all press release. the coming year(s) will be hard. good news is they wont close shop unlike ezra or even noble. with good management and sector diversification it will come back up.

good luck to those vested.

Demostation      ( Date: 07-Aug-2017 12:35) Posted:

Just look at what business they do? Surprised

Starship      ( Date: 07-Aug-2017 12:18) Posted:

Wonder why DBS keeps trumpeting this counter nonstop:
Sembcorp' s marine business orderbook to hit $2b



This would be a recovery from last year' s $320m.

Sembcorp' s marine business should overcome rough seas this year as it is expected to rebound from the dismal new orders it had last year.

According to DBS Group Research, the group managed to record only $320m worth of new orders last year. This year, the value of new orders is expected to hit around $2b.

http://sbr.com.sg/shipping-marine/news/sembcorps-marine-business-orderbook-hit-2b


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Demostation
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07-Aug-2017 12:35     
 
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 Alert Admin 		Just look at what business they do? Surprised

Starship      ( Date: 07-Aug-2017 12:18) Posted:

Wonder why DBS keeps trumpeting this counter nonstop:
Sembcorp' s marine business orderbook to hit $2b



This would be a recovery from last year' s $320m.

Sembcorp' s marine business should overcome rough seas this year as it is expected to rebound from the dismal new orders it had last year.

According to DBS Group Research, the group managed to record only $320m worth of new orders last year. This year, the value of new orders is expected to hit around $2b.

http://sbr.com.sg/shipping-marine/news/sembcorps-marine-business-orderbook-hit-2b

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Starship
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07-Aug-2017 12:18     
 
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 Alert Admin

Wonder why DBS keeps trumpeting this counter nonstop:
Sembcorp' s marine business orderbook to hit $2b



This would be a recovery from last year' s $320m.

Sembcorp' s marine business should overcome rough seas this year as it is expected to rebound from the dismal new orders it had last year.

According to DBS Group Research, the group managed to record only $320m worth of new orders last year. This year, the value of new orders is expected to hit around $2b.

http://sbr.com.sg/shipping-marine/news/sembcorps-marine-business-orderbook-hit-2b
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feedfrenzy
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07-Aug-2017 10:45     
 
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 Alert Admin 		let me see sembmarine below 1.6o

please dont talk through your arse!!!!

spore1      ( Date: 05-Aug-2017 15:06) Posted:

Likely to go under 1.60 soon

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sgtrader18
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05-Aug-2017 18:55     
 
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 Alert Admin 		zzzzzzzz

spore1      ( Date: 05-Aug-2017 15:06) Posted:

Likely to go under 1.60 soon

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spore1
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05-Aug-2017 15:06     
 
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 Alert Admin 		Likely to go under 1.60 soon
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Starship
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05-Aug-2017 12:05     
 
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 Alert Admin 		And over the past 2 years, DBS continues to broadcast " potential merger  between Keppel&rsquo s O& M arm and SMM" just like a broken record player that refuses to stop tuurning:

" Since Aug-2015, we have flagged the potential merger between Keppel&rsquo s O& M arm and SMM during the structural downturn. The spin-off of its marine arm could re-rate SCI&rsquo s undervalued utilities business that is currently overshadowed by the weak marine outlook. We believe in the long-term growth prospects of SCI&rsquo s utilities arm, which has expanded its global footprint and recently made forays into key emerging markets &ndash India, Bangladesh and Myanmar."

https://www.theedgesingapore.com/om-business-spinoff-could-lead-re-rating-sembcorp%E2%80%99s-undervalued-utilities-business
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sgtrader18
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04-Aug-2017 10:38     
 
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 Alert Admin 		given that the deal opec didnt work and nothing else has. its hard. see:

http://oilprice.com/Energy/Energy-General/US-Oil-Sanctions-Could-Push-Venezuela-To-The-Brink.html

http://oilprice.com/Energy/Oil-Prices/The-Two-OPEC-Members-Benefitting-From-The-Cut.html

https://www.cnbc.com/2017/08/01/oil-survey-sheikhs-versus-shale-to-keep-prices-capped-at-50-in-q3-experts-say.html

http://www.todayonline.com/business/us-shale-oil-producers-cannot-shake-impulse-keep-pumping

whatever opec cut someone will fill the gap. and if the opec deal dies oil will flood everywhere. so 70 80 seems a bit hard.

xtraderx      ( Date: 04-Aug-2017 10:26) Posted:

There is some stabilisation but they are stabilising at very low levels. God knows if oil will ever move back to $70-80 again.

sgtrader18      ( Date: 04-Aug-2017 10:24) Posted:

Global exploration and production spending is expected to increase. Offshore day rates appear to have stabilized and utilization levels have begun to improve. However, a more robust recovery will take longer.
We continue to make steady progress in the development and commercialisation of our Gravifloat technology for near-shore gas infrastructure solutions. However, it will take time for such efforts to translate into orders.

they said it themself, the whole industry also said the same things and its dragged by the low oil prices.   there wont be a record profit for a long time to come,I think that no lost is considered a good thing in this situation liao.

http://www.sembmarine.com/stock-exchange-announcements/results-2q1h-2017/
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xtraderx
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04-Aug-2017 10:26     
 
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 Alert Admin 		There is some stabilisation but they are stabilising at very low levels. God knows if oil will ever move back to $70-80 again.

sgtrader18      ( Date: 04-Aug-2017 10:24) Posted:

Global exploration and production spending is expected to increase. Offshore day rates appear to have stabilized and utilization levels have begun to improve. However, a more robust recovery will take longer.
We continue to make steady progress in the development and commercialisation of our Gravifloat technology for near-shore gas infrastructure solutions. However, it will take time for such efforts to translate into orders.

they said it themself, the whole industry also said the same things and its dragged by the low oil prices.   there wont be a record profit for a long time to come,I think that no lost is considered a good thing in this situation liao.

http://www.sembmarine.com/stock-exchange-announcements/results-2q1h-2017/
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sgtrader18
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04-Aug-2017 10:24     
 
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Yells: "dont buy if you cant lose - i'm no shortist, i'm a realist."
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 Alert Admin 		Global exploration and production spending is expected to increase. Offshore day rates appear to have stabilized and utilization levels have begun to improve. However, a more robust recovery will take longer.
We continue to make steady progress in the development and commercialisation of our Gravifloat technology for near-shore gas infrastructure solutions. However, it will take time for such efforts to translate into orders.

they said it themself, the whole industry also said the same things and its dragged by the low oil prices.   there wont be a record profit for a long time to come,I think that no lost is considered a good thing in this situation liao.

http://www.sembmarine.com/stock-exchange-announcements/results-2q1h-2017/
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sgtrader18
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04-Aug-2017 09:58     
 
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 Alert Admin 		in times like this already quite good performance liao. many already died. if oil can go up then got more future. but for the coming few years hard lah.

beginners      ( Date: 04-Aug-2017 09:52) Posted:

At least still got earnings. Not like SIA high oil price struggle and Low oil price at loss. Don't know how they managed lol 😂

sgtrader18      ( Date: 04-Aug-2017 09:27) Posted:

http://www.foxbusiness.com/features/2017/08/03/marine-business-drags-on-sembcorps-second-quarter-earnings.html
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beginners
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04-Aug-2017 09:52     
 
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 Alert Admin 		At least still got earnings. Not like SIA high oil price struggle and Low oil price at loss. Don't know how they managed lol 😂

sgtrader18      ( Date: 04-Aug-2017 09:27) Posted:

http://www.foxbusiness.com/features/2017/08/03/marine-business-drags-on-sembcorps-second-quarter-earnings.html
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sgtrader18
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04-Aug-2017 09:51     
 
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 Alert Admin 		less demend most likely will be less profit. the market is unforgiving when u make less $

beginners      ( Date: 04-Aug-2017 09:49) Posted:

I think they will try to take it. If not all these contracts will go to other aggressive & hungry yard or supplier

xtraderx      ( Date: 04-Aug-2017 08:45) Posted:

Obvioulsy offshore drilling will never go away but SMM' s core business is in deep sea and ultra deep sea drilling, those have extremely high breakevens
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beginners
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04-Aug-2017 09:49     
 
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 Alert Admin 		I think they will try to take it. If not all these contracts will go to other aggressive & hungry yard or supplier

xtraderx      ( Date: 04-Aug-2017 08:45) Posted:

Obvioulsy offshore drilling will never go away but SMM' s core business is in deep sea and ultra deep sea drilling, those have extremely high breakevens.

beginners      ( Date: 04-Aug-2017 08:39) Posted:

I am not sure how true that rigs in the world are over supply and how long is the life span of each rig. But I believe offshore drilling will never end.
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sgtrader18
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04-Aug-2017 09:27     
 
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 Alert Admin 		http://www.foxbusiness.com/features/2017/08/03/marine-business-drags-on-sembcorps-second-quarter-earnings.html
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xtraderx
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04-Aug-2017 08:45     
 
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 Alert Admin 		Obvioulsy offshore drilling will never go away but SMM' s core business is in deep sea and ultra deep sea drilling, those have extremely high breakevens.

beginners      ( Date: 04-Aug-2017 08:39) Posted:

I am not sure how true that rigs in the world are over supply and how long is the life span of each rig. But I believe offshore drilling will never end.

xtraderx      ( Date: 04-Aug-2017 07:16) Posted:

Above or below $50 basically no difference to SMM, deepsea offshore drilling only makes sense when prices rise to $70+. Shale has a lower breakeven than that and they can turn on production in just weeks, its superior to deepsea drilling in every way, might as well bet on shale..
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beginners
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04-Aug-2017 08:39     
 
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 Alert Admin 		I am not sure how true that rigs in the world are over supply and how long is the life span of each rig. But I believe offshore drilling will never end.

xtraderx      ( Date: 04-Aug-2017 07:16) Posted:

Above or below $50 basically no difference to SMM, deepsea offshore drilling only makes sense when prices rise to $70+. Shale has a lower breakeven than that and they can turn on production in just weeks, its superior to deepsea drilling in every way, might as well bet on shale...

sgtrader18      ( Date: 02-Aug-2017 12:57) Posted:

below $50 worst. but still better then ezion and noble lah, at least got ah gong tahan. on another note harvest combustable ice also use rigs right?
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xtraderx
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04-Aug-2017 07:16     
 
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 Alert Admin 		Above or below $50 basically no difference to SMM, deepsea offshore drilling only makes sense when prices rise to $70+. Shale has a lower breakeven than that and they can turn on production in just weeks, its superior to deepsea drilling in every way, might as well bet on shale...

sgtrader18      ( Date: 02-Aug-2017 12:57) Posted:

below $50 worst. but still better then ezion and noble lah, at least got ah gong tahan. on another note harvest combustable ice also use rigs right?
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