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SembCorp Marine- The new Frontier.
chart_expert123
Master
29-Oct-2021 09:26     
 
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Yells: "Only buy stock with revenue or net cash flow growth!!!!"
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 Alert Admin 		As a subcontractor committed to bringing foreign workers hundred up to thousands, all with minimum 2 years duration to pay for basic pay and living expenses to them, at the same time, to expect more OT works can be assigned to these foreign workers for them to earn more, at the same time taking more margin from their OT pay.

Who can provide them the constant volume of work, who they will follow. Keppel O& M and Sembmar all have own inhouse sub-contractor who offer fair labour supply rates to them. You cut the 96% workforce equal to asking them to die of bankrupt.

This is unusual for Sembmar owned 1600 china workers outside their dormitory. 1 is china, 2 is outside their dormitory. why not by subcontractor. no subcontractor not able to supply and also not willing to work with anymore.

Anyway, buy wall is thinner and get ready for next week MGO lifted movement. Keppel already given their 3Q performance guidance as below

Keppel O& M&rsquo s orderbook remains strong at S$5.5 billion, and it continues to focus on execution, delivering five major projects in this quarter. Significantly, Keppel O& M was profitable for 9M 2021, reversing the net loss it had sustained in the same period a year ago. Keppel O& M has been proactively rightsizing its operations and reducing overheads since 2015. In the year to date, Keppel O& M has achieved a reduction in overheads of over S$90 million and the running total is about S$525m in overheads savings since 2015. We will continue to streamline the operations for Keppel O& M. 

https://www.kepcorp.com/en/file/media/media-releases-sgx/2021/Oct/29-oct-kcl/trscr-keppel-corporation-3q-and-9m-2021-business-update-transcript.pdf
 

ckmpd1      ( Date: 29-Oct-2021 07:13) Posted:

yes, sub con looks for reliable main cons.  Good sub con doesnt have to work with weak main con

chart_expert123      ( Date: 28-Oct-2021 21:38) Posted:

Even sembmar willing to pay higher, subcontractors scared to take the job ended up with late payment and affect their cash flow, eventually gg. Sembmar famous lah
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ckmpd1
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29-Oct-2021 07:13     
 
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 Alert Admin 		yes, sub con looks for reliable main cons.  Good sub con doesnt have to work with weak main con

chart_expert123      ( Date: 28-Oct-2021 21:38) Posted:

Even sembmar willing to pay higher, subcontractors scared to take the job ended up with late payment and affect their cash flow, eventually gg. Sembmar famous lah.

chart_expert123      ( Date: 28-Oct-2021 21:31) Posted:

Always. As a subcontractor, of course work for main con who is having better cash flow to pay payment.



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ckmpd1
Supreme
29-Oct-2021 07:11     
 
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 Alert Admin 		yes

Good to be diversified, naoshingo.  KC, Singtel, SCI are solid blue chips. 

naoshingo      ( Date: 28-Oct-2021 21:27) Posted:

Maybe KC poached SM worker...
Btw....I own KC shares too..

chart_expert123      ( Date: 28-Oct-2021 20:51) Posted:

SCM was the 1st shipyard reported with covid 19 cases. Also the first one to announce axe 96% workforce when CB announced. When gov allowed essential industry to be excluded from CB, sembmar was not able to convince them back and majority stay with keppel o&m or construction.

Eventually, beg gov to grant special permission to issue alternative source from expensive China, few thousand workers from China Eventually suffering endless covid19 at dormitory now.

Keppel o&m like nothing happen and deliver their project continuously.

TH only need sembmar as a shell to be listed in sgx and those assets assigned to sembmar to transfer to keppel o&m to manage. This is the only way to turn the industry healthy and bring in jobs, revenues, taxes and etc to Singapore.
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ckmpd1
Supreme
29-Oct-2021 07:08     
 
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 Alert Admin 		As usual, insightful post.    yes

chart_expert123      ( Date: 28-Oct-2021 20:51) Posted:

SCM was the 1st shipyard reported with covid 19 cases. Also the first one to announce axe 96% workforce when CB announced. When gov allowed essential industry to be excluded from CB, sembmar was not able to convince them back and majority stay with keppel o&m or construction.

Eventually, beg gov to grant special permission to issue alternative source from expensive China, few thousand workers from China Eventually suffering endless covid19 at dormitory now.

Keppel o&m like nothing happen and deliver their project continuously.

TH only need sembmar as a shell to be listed in sgx and those assets assigned to sembmar to transfer to keppel o&m to manage. This is the only way to turn the industry healthy and bring in jobs, revenues, taxes and etc to Singapore.

ckmpd1      ( Date: 28-Oct-2021 20:24) Posted:

when speaking in isolation, WWS can mask and hide SMM' s bad performance.  But when placed beside a similar company, WWS and SMM cant hise anymore

One reports a profit and the other warned of abt $1,3B los
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ttbanthony
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28-Oct-2021 22:40     
 
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 Alert Admin 		What you said here does carry weight.
You seem more knowledgeable.
As for me I rely two things:

1. TERP 0.124. Track record of them crossing TERP in the first rights. This time, they have to do so as well.

2. IFA report that fair value is 0.124 to 0.14 something. IFA means INDEPENDENT financial advisors.

I am confident it will hit 0.124 soon.

better      ( Date: 28-Oct-2021 22:29) Posted:

Keppel did not say very much in its Q3 biz update.


There are different definition of profitable. Keppel' s definition of profitability for Keppel OM seems to be EBITDA (Earnings before Interest, Tax, Depreciation and Amortisation) positive.


In other words, they are saying Keppel OM is making money before you account for interest paid on debt (I), Taxation (T), Depreciation of equipments(D) and Amortisation of yard value (A) etc.  As mentioned before, Keppel CEO Loh Chin Hwa is the best snake oil salesman around.
 

ttbanthony      ( Date: 28-Oct-2021 21:08) Posted:

Mark this.
SCM will tear down all sell walls after mid November en route to 0.124.

Good news after results announcement (which have already factored in the anticipated huge losses).



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better
Elite
28-Oct-2021 22:29     
 
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 Alert Admin 		Keppel did not say very much in its Q3 biz update.


There are different definition of profitable. Keppel' s definition of profitability for Keppel OM seems to be EBITDA (Earnings before Interest, Tax, Depreciation and Amortisation) positive.


In other words, they are saying Keppel OM is making money before you account for interest paid on debt (I), Taxation (T), Depreciation of equipments(D) and Amortisation of yard value (A) etc.  As mentioned before, Keppel CEO Loh Chin Hwa is the best snake oil salesman around.
 

ttbanthony      ( Date: 28-Oct-2021 21:08) Posted:

Mark this.
SCM will tear down all sell walls after mid November en route to 0.124.

Good news after results announcement (which have already factored in the anticipated huge losses).


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chart_expert123
Master
28-Oct-2021 21:38     
 
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Yells: "Only buy stock with revenue or net cash flow growth!!!!"
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 Alert Admin 		Even sembmar willing to pay higher, subcontractors scared to take the job ended up with late payment and affect their cash flow, eventually gg. Sembmar famous lah.

chart_expert123      ( Date: 28-Oct-2021 21:31) Posted:

Always. As a subcontractor, of course work for main con who is having better cash flow to pay payment.



naoshingo      ( Date: 28-Oct-2021 21:27) Posted:

Maybe KC poached SM worker...
Btw....I own KC shares too.
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chart_expert123
Master
28-Oct-2021 21:31     
 
chart_expert123 About Contact  Quote this Post!  
Yells: "Only buy stock with revenue or net cash flow growth!!!!"
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 Alert Admin 		Always. As a subcontractor, of course work for main con who is having better cash flow to pay payment.



naoshingo      ( Date: 28-Oct-2021 21:27) Posted:

Maybe KC poached SM worker...
Btw....I own KC shares too..

chart_expert123      ( Date: 28-Oct-2021 20:51) Posted:

SCM was the 1st shipyard reported with covid 19 cases. Also the first one to announce axe 96% workforce when CB announced. When gov allowed essential industry to be excluded from CB, sembmar was not able to convince them back and majority stay with keppel o&m or construction.

Eventually, beg gov to grant special permission to issue alternative source from expensive China, few thousand workers from China Eventually suffering endless covid19 at dormitory now.

Keppel o&m like nothing happen and deliver their project continuously.

TH only need sembmar as a shell to be listed in sgx and those assets assigned to sembmar to transfer to keppel o&m to manage. This is the only way to turn the industry healthy and bring in jobs, revenues, taxes and etc to Singapore.
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naoshingo
Elite
28-Oct-2021 21:27     
 
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 Alert Admin 		Maybe KC poached SM worker...
Btw....I own KC shares too..

chart_expert123      ( Date: 28-Oct-2021 20:51) Posted:

SCM was the 1st shipyard reported with covid 19 cases. Also the first one to announce axe 96% workforce when CB announced. When gov allowed essential industry to be excluded from CB, sembmar was not able to convince them back and majority stay with keppel o&m or construction.

Eventually, beg gov to grant special permission to issue alternative source from expensive China, few thousand workers from China Eventually suffering endless covid19 at dormitory now.

Keppel o&m like nothing happen and deliver their project continuously.

TH only need sembmar as a shell to be listed in sgx and those assets assigned to sembmar to transfer to keppel o&m to manage. This is the only way to turn the industry healthy and bring in jobs, revenues, taxes and etc to Singapore.

ckmpd1      ( Date: 28-Oct-2021 20:24) Posted:

when speaking in isolation, WWS can mask and hide SMM' s bad performance.  But when placed beside a similar company, WWS and SMM cant hise anymore

One reports a profit and the other warned of abt $1,3B los
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ttbanthony
Veteran
28-Oct-2021 21:08     
 
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 Alert Admin 		Mark this.
SCM will tear down all sell walls after mid November en route to 0.124.

Good news after results announcement (which have already factored in the anticipated huge losses).

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chart_expert123
Master
28-Oct-2021 20:51     
 
chart_expert123 About Contact  Quote this Post!  
Yells: "Only buy stock with revenue or net cash flow growth!!!!"
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  x 0

 Alert Admin 		SCM was the 1st shipyard reported with covid 19 cases. Also the first one to announce axe 96% workforce when CB announced. When gov allowed essential industry to be excluded from CB, sembmar was not able to convince them back and majority stay with keppel o&m or construction.

Eventually, beg gov to grant special permission to issue alternative source from expensive China, few thousand workers from China Eventually suffering endless covid19 at dormitory now.

Keppel o&m like nothing happen and deliver their project continuously.

TH only need sembmar as a shell to be listed in sgx and those assets assigned to sembmar to transfer to keppel o&m to manage. This is the only way to turn the industry healthy and bring in jobs, revenues, taxes and etc to Singapore.

ckmpd1      ( Date: 28-Oct-2021 20:24) Posted:

when speaking in isolation, WWS can mask and hide SMM' s bad performance.  But when placed beside a similar company, WWS and SMM cant hise anymore

One reports a profit and the other warned of abt $1,3B loss

ksangks      ( Date: 28-Oct-2021 20:11) Posted:

SM = Sure Mati .
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ttbanthony
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28-Oct-2021 20:32     
 
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 Alert Admin 		KC to offer cash/shares to SCM for the merger of KOM in lieu of KOM ongoing litigation.

This is a possibility that may shock everyone.

Every dog has it s day, as the saying goes.
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ckmpd1
Supreme
28-Oct-2021 20:27     
 
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 Alert Admin
KOM delivered 5 major projects on time and without loss time incidents in 3Q 2021 and received project incentives from various customers.

 
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ckmpd1
Supreme
28-Oct-2021 20:24     
 
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 Alert Admin 		when speaking in isolation, WWS can mask and hide SMM' s bad performance.  But when placed beside a similar company, WWS and SMM cant hise anymore

One reports a profit and the other warned of abt $1,3B loss

ksangks      ( Date: 28-Oct-2021 20:11) Posted:

SM = Sure Mati .

ckmpd1      ( Date: 28-Oct-2021 19:57) Posted:

Keppel O& M was profitable for 9M 2021, reversing the net loss of 9M 2020 EBITDA for 9M 2021 was positive 
 
  Keppel O& M&rsquo s revenue was S$1.2b for 9M 2021, compared to S$1.1b for 9M 2020 
 
  Achieved overheads reduction of over S$90m in 2021 and will continue to streamline operations 
 
  O& M net orderbooki stood at S$5.5b at end-Sep 2021, up 67% from S$3.3b at end-2020
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ttbanthony
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28-Oct-2021 20:18     
 
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 Alert Admin 		I have read extreme negativity from leftists in this thread

I am offering extreme positivity from this scenario.

SCM:

Surely
Churn
Money!!!!

ttbanthony      ( Date: 28-Oct-2021 20:13) Posted:

Most likely, SCM-KOM merger will be at conditions to SCM advantage in lieu of ongoing litigation and KC desperation to decouple KOM.

Possibility that SCM will receive cash or free shares from KC. This is something out of box. Who dare say 100% not possible?

Tide should turn.


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ttbanthony
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28-Oct-2021 20:13     
 
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 Alert Admin 		Most likely, SCM-KOM merger will be at conditions to SCM advantage in lieu of ongoing litigation and KC desperation to decouple KOM.

Possibility that SCM will receive cash or free shares from KC. This is something out of box. Who dare say 100% not possible?

Tide should turn.

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ksangks
Senior
28-Oct-2021 20:11     
 
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 Alert Admin 		SM = Sure Mati .

ckmpd1      ( Date: 28-Oct-2021 19:57) Posted:

Keppel O& M was profitable for 9M 2021, reversing the net loss of 9M 2020 EBITDA for 9M 2021 was positive 
 
  Keppel O& M&rsquo s revenue was S$1.2b for 9M 2021, compared to S$1.1b for 9M 2020 
 
  Achieved overheads reduction of over S$90m in 2021 and will continue to streamline operations 
 
  O& M net orderbooki stood at S$5.5b at end-Sep 2021, up 67% from S$3.3b at end-2020
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ckmpd1
Supreme
28-Oct-2021 20:08     
 
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 Alert Admin 		Pandemic continues to pose manpower and supply chain challenges, but Keppel O& M continues to work closely with customers and focus on execution 
 
Delivered 5 major projects on time and without loss time incidents in 3Q 2021 and received project incentives from various customers


ckmpd1      ( Date: 28-Oct-2021 19:57) Posted:

Keppel O& M was profitable for 9M 2021, reversing the net loss of 9M 2020 EBITDA for 9M 2021 was positive 
 
  Keppel O& M&rsquo s revenue was S$1.2b for 9M 2021, compared to S$1.1b for 9M 2020 
 
  Achieved overheads reduction of over S$90m in 2021 and will continue to streamline operations 
 
  O& M net orderbooki stood at S$5.5b at end-Sep 2021, up 67% from S$3.3b at end-2020
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ckmpd1
Supreme
28-Oct-2021 19:57     
 
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 Alert Admin 		Keppel O& M was profitable for 9M 2021, reversing the net loss of 9M 2020 EBITDA for 9M 2021 was positive 
 
  Keppel O& M&rsquo s revenue was S$1.2b for 9M 2021, compared to S$1.1b for 9M 2020 
 
  Achieved overheads reduction of over S$90m in 2021 and will continue to streamline operations 
 
  O& M net orderbooki stood at S$5.5b at end-Sep 2021, up 67% from S$3.3b at end-2020
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ckmpd1
Supreme
28-Oct-2021 19:54     
 
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 Alert Admin 		What a contrast!  KOM is expected to make profits in FY 2021 whereas SMM is likely to lose at least $1,3B FY 2021

chart_expert123      ( Date: 28-Oct-2021 19:50) Posted:

https://www.google.com/amp/s/www.theedgesingapore.com/amp/capital/results/keppel-corp-announces-sharp-reversal-9m2021-net-profit-14-growth-revenue-y-o-y

Compared to sembmar making loss of 1.3bil in 2021.

Begging keppel Corp shareholders to approve merge deal and let keppel Corp to teach sembmar how to manage contracts and shipbuilding operations.

Keppel 80, sembmar 20. Next week free falling till no position to negotiate but only can accept whatever proposed by keppel Corp.

Buy keppel Corp save heaven!!!!
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