| Latest Forum Topics / Seatrium Last:0.091 -- |
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SEMBMARINE - A NEW CHAPTER - DEMERGED
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Godwinlow
Elite |
28-Jan-2021 19:55
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To be honest O& M is a tough business. Keppel got other business to cover. But SCM is purely O& M. Although they got clean energy businesss but still is a Low Margin business including repair businesss , not much meat. Ah yo. 
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danger
Supreme |
28-Jan-2021 19:53
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How much impairment will scm take this upcoming result ?
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Godwinlow
Elite |
28-Jan-2021 19:47
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Inorganic  growth arises from mergers or takeovers rather than an increase in the company' s own business activity. Firms that choose to grow inorganically can gain access to new markets through successful mergers and acquisitions. still got chance for merger
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Godwinlow
Elite |
28-Jan-2021 19:46
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In the meantime, we are also exploring inorganic options for the O& M business, but there is no assurance that any transaction will materialise," said Mr Loh. " We believe that our organic restructuring of Keppel O& M will not only enhance its competitiveness, but also its attractiveness, if we were to undertake any inorganic action."
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pkli899
Supreme |
28-Jan-2021 19:45
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Windfarm involves many different aspects of technology. SMM is not into installation vessel, if I' m not wrong. They are into designing/constructing, some sort of a platform, whereby the actual wind capturing structure sits on. |
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Stocky901
Supreme |
28-Jan-2021 19:44
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Jialat, obviously he stucks at high hill even spartan also can't reach.. 😪
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DoomGloom
Member |
28-Jan-2021 19:43
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Seems to me like Keppel O &M is trying it's own backyard. Then after which filter to cleaner energy . Better not merge. S&M itself should be better off by itself seeing Keppel's loss impairment | ||||
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ICXGOLD
Master |
28-Jan-2021 19:42
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With regards to competition from china, its not a treat as long as the world still wants to isolate them. They will choose the alternative, danger said 1 thing right of the 24 farms 15 are built by china, of which 9 are local, i.e. only 6 international projects are done by chinese as opposed to 9 by others so a larger part of the  international pie is up for grabs for SCM. China will do many more local projects and SCM won' t even bother to go for those projects within china but just needs to focus on International tenders. For those than came in solely for a merger their road is long or ends here, those that are in for the future growth of SCM the road to recovery begins here |
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bystander1965
Supreme |
28-Jan-2021 19:39
Yells: "What I say is just my assessment. DYODD" |
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Why? You are going to lead the spartan forces? Haha.
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Godwinlow
Elite |
28-Jan-2021 19:39
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Why will go up?
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DLP123
Senior |
28-Jan-2021 19:35
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Three cheers for SINGAPORE!  hip hip hooray Tomorrow SM shares will go UP.    |
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Starship
Supreme |
28-Jan-2021 19:35
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bystander1965
Supreme |
28-Jan-2021 19:34
Yells: "What I say is just my assessment. DYODD" |
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There are many facets in wind farms. Installation vessel is just one part. And if I am not wrong they are mainly used in China. Another one I read was Viewnam I think.
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danger
Supreme |
28-Jan-2021 19:28
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For now i watch at sideline and occasionally talk cock I won' t ddefend 15c fort tomorrow already 
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bystander1965
Supreme |
28-Jan-2021 19:26
Yells: "What I say is just my assessment. DYODD" |
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Ok. I assume you would not enter this counter any more, now that everything is so sad and so bleak? Man, we are going to miss your shouts everyday. Or are you going to stick around? Haha. ![]()
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pkli899
Supreme |
28-Jan-2021 19:24
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Haha, right, China import most of their iron ore from Australia.
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danger
Supreme |
28-Jan-2021 19:24
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The one that pop out from bukit timah hill i won' t comment but oil lai liao and 2 weeks ago.. all hopes were pinned on kc strategic review to come out with something good Now hope dashed... keppel offshore even want to exit offshore business... oil up now also no use already Want to do shipbuilding but lose to chinese yards Want to do offshore windfarm also lose Like very bleak already 
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bystander1965
Supreme |
28-Jan-2021 19:21
Yells: "What I say is just my assessment. DYODD" |
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Anyway like what the " slaughtered king" or " paper trading king" commented, and I fully agree. What we say or do here won' t change SMM, and it won' t change those who have done their homework. Don' t know heads or tails about this counter, then better go to the casino to play. If not sure, go find a FA strong counter, buy when the market crashes and everybody is crying. Sell when your neighbout or uncles/aunties in the hawker centre also talk about share market. Very effective and simple.
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bystander1965
Supreme |
28-Jan-2021 19:16
Yells: "What I say is just my assessment. DYODD" |
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Do you know where their raw material come from?
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bystander1965
Supreme |
28-Jan-2021 19:15
Yells: "What I say is just my assessment. DYODD" |
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Very interesting. Why are you all even still talking about this counter then? One even everyday shouted lai liao, oil surged just maybe 2 weeks ago. And some don' t know come from here? Out of the stone in Bt Timah hill?
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