| Latest Forum Topics / Seatrium Last:0.091 -- |
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Sembmarine_Green is the new gold_a better future
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better
Elite |
02-Mar-2022 10:27
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Yes you are rigtht. That' s whyTemasek pulled out of the $4 billion dollars Keppel buyout at $7 awhile back. So the Keppel OM and SCM merger is Temasek vs KC on the negotiating table.  
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pocketoppo
Member |
02-Mar-2022 10:23
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actually, i don' t quite understand. in sph deal, wasn' t kep and another consortium belong to Temasek? why need another consortium then. it might only show that Temasek wasn' t happy with kep? if it is so, people keep saying kep is having the upper hand on sc-kep merging, is not valid then. that means sc will benefit from sc-kep merging deal. correct me if i am wrong. thank you   |
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better
Elite |
02-Mar-2022 10:12
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2021 Financial results Keppel OM- $414 mil net loss Sembmarine- $332 mil net loss Keppel OM is valued at below zero in KC'S book Ho figure. KC I'd bargaining with Temasek for the merger terms. SCM met could not be bothered. If I recall correctly, KC lost the SPH deal to Temasek led consortium. | ||||
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pocketoppo
Member |
02-Mar-2022 10:11
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In the merging, it is not up to sc or kep, i guess Temasek Holding is having the major say. see how   |
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aspasp
Senior |
02-Mar-2022 10:01
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Kep can survive without SCM but not the other way round
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ckmpd1
Supreme |
02-Mar-2022 09:58
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Imagine SCM mgmt facing Loh Chin Hua and KOM mgmt discussing terms and conditions for merger
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pocketoppo
Member |
02-Mar-2022 09:46
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I read a lot on the postings. Should I just ignore scm or, buy-sell for quick money? any advice? | ||||
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ckmpd1
Supreme |
02-Mar-2022 09:39
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weekaykee
Master |
02-Mar-2022 09:34
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Basically SCM has a lacklustre management. The longer it takes to replace it, the more damage to SCM, with likelihood of bankruptcy. Most projections have never been met. Would have been a warning signal to the savvy ones. The turning point for SCM and it becoming investible, would be triggered when the managment gets replaced. KOM' s management will do a much better job.
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PHInsider63
Veteran |
02-Mar-2022 09:32
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The three possibilities why SM is not moving are:
1. Pending contract announcement 2. BB has not collected enough 3. Flushing is still in the process Else, the price movement remains a modern day unsolved mystery. |
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ckmpd1
Supreme |
02-Mar-2022 09:30
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Many companies boomed last year.  KC, KOM boomed.  but where was SCM?   SCM, wong weng sun and his team cannot blame manpower problems, supply chain problems, covid, no contracts for their dismal performance. KOM experienced the same conditions as SCM but it won contracts and made money.    
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aspasp
Senior |
02-Mar-2022 09:28
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In house stockists are trading big time because they do not have to pay brokerage. Not easy for ordinary retail ers
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TigerPlay
Master |
02-Mar-2022 09:24
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Yes, can make alot too if you punt correctly and run. 0.5ct change translate to a huge profit if you buy millions of it.  
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ckmpd1
Supreme |
02-Mar-2022 09:22
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Facts are available for everyone to see.  Those who made wise decisions make good money.  Those who like to argue based on emotions and are stubborn lose big money
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ckmpd1
Supreme |
02-Mar-2022 09:20
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Many singapore companies were down in 2020.  Kep Corp, SCI, SCM, Singtel, SPH were all trading at very low prices.  Look at their prices now Sem Corp $1.18 in Sep 2020....now $2.68 Singtel        ,$2.03 in Oct 2020....now $2.55 Kep Corp.. $4.10. in Sep 2020..now $6.02 SPH...........$0.99 in Nov 2020    now $2.34 SCM..........$0.48 in Jun 2020...now 0.084c Facts dont lie.  Emotions alone are not good to make investment decisions  
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MANFREDTMK
Master |
02-Mar-2022 09:02
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No longer a problem soon
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aspasp
Senior |
02-Mar-2022 09:02
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It is a punting stock
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TigerPlay
Master |
02-Mar-2022 09:00
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The poor mgnt has been brought up a number of time, unfortunately SH cannot do anything. I read that some Malaysian cpy in this field are doing very well now too, so YES, cannot keep blaming market condition, even Keppel corp marine also in the black laiow if not mistaken. Anyway, is your take, got confident continue to invest in this fella, otherwise look elsewhere lor.  
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aspasp
Senior |
02-Mar-2022 08:56
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Others are winning jobs after jobs , but not scm
MGM is the problem not the market condition. |
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MANFREDTMK
Master |
02-Mar-2022 08:48
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SM changes it name to SuperMan | ||||
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