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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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aragosta
Supreme |
30-May-2026 14:46
Yells: "BBs never say why when they buy; never tell when they sell" |
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x 0 Alert Admin |
Been very busy with all my tech and AI-related stocks, that' s where my payments for my intended GCB will or can come from...... This was what I wrote in the AEM thread, but it was largely ignored, and not picked up, except by JurongWest...... https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=22090& searchString=& msgbdName=AEM%20SGD& topicTitle=AEM%20(+Venture,%20UMS)%20the%20most%20AI-relevant%20SGX%20stock.......two days later, it ran, but people was still wondering, " What Happened ?" .... aragosta ( Date: 25-May-2026 15:13) Posted:
Now we have another confirmation via Seatrium' s .... one passage is very telling, go read and figure it out .... not going to spoonfeed you... Soon it will be this order: Sembcorp, Seatrium, Keppel, YZJSH, in that order, but I don' t know if it top to bottom , or bottom up.... or simultaneously........ Seatrium eyes S$28 billion in project opportunities amid global race for energy security. The company' s order book stands at S$15.5 billion as at end-March. https://www.businesstimes.com.sg/companies-markets/seatrium-eyes-s28-billion-project-opportunities-amid-global-race-energy-security?ref=pulse
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JurongW
Elite |
22-Apr-2026 00:13
Yells: "Earnings give weight, Chart give wings" |
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x 0 Alert Admin |
Appreciate the time and effort you have put in to keep the community updated
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aragosta
Supreme |
21-Apr-2026 23:47
Yells: "BBs never say why when they buy; never tell when they sell" |
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KEPPEL AGM ACTUALLY, the highlight of the AGM came at the very end (when many impatient shareholders already left) ~ the official handover from Danny Teoh to Piyush Gupta. In his brief address, Gupta shared his vision for Keppel' s transformation from a conglomerate into a global asset manager and operator, centered on the following:
1. The Two Core Competencies
a) Mental Agility and Strategic Muscle: The flexibility to pivot from a siloed conglomerate to an integrated, asset-light operator. b) Engineering and Project Excellence: Which Keppel has plus the technical expertise from 1,000+ engineers ensures Keppel understands the physical assets it manages, not just the finances. c) So these two core competencies allows us to be a really good operator. 2. The Hybrid Operator-Manager Model a) Operating Capability: Keppel' s ability to run physical assets drives current income and sets it apart from pure financial firms. b) Strategic Shift: The goal is to move assets off the balance sheet and earn growing revenue from management fees. c) Measured Transition: This shift is gradual Keppel will rely on its operational skills while scaling its fee-based income.. 3. Vision and Commitment to Shareholders a) Market Opportunity: Gupta feels the timing is right (for him to join) and he thinks the opportunity is ideal (for the transition) b) Collaborative Leadership: Gupta aims to work closely with the Board and management to drive high performance. c) Shareholder Value: The focus is on delivering strong corporate results and continue to ensure consistent investment returns. Separately, Gupta did explain during his casual interaction with shareholders before the AGM started, why he didn' t buy any Keppel shares. He has a simple explanation.... quarterly result is around the corner, and although SGX does not have mandatory prohibitions for insiders to buy, usually one month before the results, it is customary for directors to refrain from buying (or selling) to ensure good governance and corporate transparency. Most of Danny' s and Loh' s shares are performance shares btw......We also tried to get hints of the results, but Gupta gave nothing away, but from what we heard from underground sources, there could be a big surprise ...... |
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JurongW
Elite |
18-Apr-2026 22:58
Yells: "Earnings give weight, Chart give wings" |
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x 0 Alert Admin |
Amazing, Arogosta - How did u manage to record the whole correpondence in such detail ? Using voice recorder function on mobile phone?
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newbie19
Supreme |
18-Apr-2026 07:31
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x 0 Alert Admin |
Well done bro.👍 🏻
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JurongW
Elite |
18-Apr-2026 01:31
Yells: "Earnings give weight, Chart give wings" |
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x 0 Alert Admin |
Looking forward to your next update.
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JurongW
Elite |
16-Apr-2026 14:56
Yells: "Earnings give weight, Chart give wings" |
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x 0
x 0 Alert Admin |
Agree with you with on the strong reasoning given. I dont have AEM, but have Sembcorp. If it can reach $10, I' ll be super super happy. Patience is a Virtue. |
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aragosta
Supreme |
16-Apr-2026 11:13
Yells: "BBs never say why when they buy; never tell when they sell" |
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No no no.... u read wrongly or misunderstood.... I only don' t believe in half last six chartists.... charts are fine for certain stocks like Reits which don' t have much surprise catalytic developments every now and then ..... for stocks like AEM, where forward acceleration trends are ongoing, and the AI business they are in, is moving at a supersonic pace, and there' s a surprise catalytic development every other month, the charts certainly have no effects, because charts only tell you what already happened, they tell you only what you feed into them........ in short, they tell the past.... they can' t tell you the movements and moments of the future....... they can' t tell you when and how the BBs and syndicates are going to move the stock based on their insiders info or tacit coordinated attacks ........ for high tempo, high octane stock of the moment, like AEM, and very soon Semby, the charts can never be accurate..... you should be thinking of every thing going forward, and not the current fundamentals or figure even...... Sembcorp' s forward trends are aggressively brewing.... the authorities know it and are placing a lot of weight on it, for example, according to the black market, their top guys were in the meeting with the PM delegation when they met the Aussie PM recently to discuss about renewables strategy and cooperation, that' s high regards for you to think.... because of the Iran war conflict, their renewable expertise will be in GREAT demand and in the acceleration pace ...Semby already has a high profile presence in UAE and Oman,,,,,, regardless of the outcome of the Iran conflict, and whether they will be involved in the Iran reconstruction or not, Semby could and should be EXPANDING ITS FOOTPRINT AND FOOTHOLD IN RENEWABLE ENERGY AND WATER INFRASTRUCTURE ACROSS THE ENTIRE MIDDLE EAST REGION.....not only their foot, but their entire body and face will be noticed and recognisable........The mafia' s financial experts have been observing and studying this, and I have made several comments on it.....by the time the market (and the highly paid analysts) and YOU GUYS realise and start talking about it, the black market people are already a quantum step ahead.... whether believe or unbeliever, IT IS IMPORTANT IF YOU WANT TO READ THIS COMMENT, YOU SHOULD READ EVERY WORD OF IT! |
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JurongW
Elite |
15-Apr-2026 23:12
Yells: "Earnings give weight, Chart give wings" |
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x 0 Alert Admin |
Arogosta - I know u dont believe in charts. Anyway, I' ve indicted the potential targets based on your inputs, just to make myself happy. Am I hallucinating? 
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JurongW
Elite |
15-Apr-2026 22:56
Yells: "Earnings give weight, Chart give wings" |
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x 1 Alert Admin |
Semby could potentially hit $10.00. I have been highlighting this whenever possible YES, i CAN FEEL IT, AROGOSTA - U R THE G.O.A.T.  |
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aragosta
Supreme |
15-Apr-2026 22:26
Yells: "BBs never say why when they buy; never tell when they sell" |
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As of March 2026, the following " Unmagnificent Seven" brokerage firms (often grouped by market observers as those with the most bullish outlooks) have assigned Sembcorp Industries a price target of at least $7.00:
With the black market now setting a short-term target of $8.00 ~ driven by ongoing corporate movements and business developments expected to come to fruition, which only they know ~ you would expect these brokerages to copycat that $8.00 target based on the gangsters insiders insights.
UOBKH was the first to blink, raising its target price to $8.06 per share juz this week. Soon, one by one, the others will likely start calling for a more than $8.00 target......you can' t make this up! ...... before the mafia' s bold prediction, nobody, no analyst, NO ONE was targeting eight......
In fact, if the market suddenly realizes that what the black market has been weighing, is right all along, you can expect many to start to toss aside current fundamentals and technicals to chase the forward acceleration trends of the company. They' ll start writing beautiful songs about it, even though these business developments are already happening.......juz that they are afraid to say it......
From the onset, the gangs have been saying, or selling to me, Semby could potentially hit $10.00. I have been highlighting this whenever possible (go read them, the posts are still here).......It looks like the forest we are seeing from afar is actually a plantation of durian trees....... maybe if I' m in a good mood, and nobody disturb, I may post the internal insights why the black market people were thinking what the y were or are think ing, even before the market even know it' s possible ........ dyodddd anyway, gangsters are always good in story telling..
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beetlejuice
Master |
19-Mar-2026 14:46
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The big money is always in the waiting. The stock mkt is a device for transferring money from the impatient to the patient. 💰
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JurongW
Elite |
19-Mar-2026 14:26
Yells: "Earnings give weight, Chart give wings" |
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A bullish candlestick on the weekly time frame plus it rebounded from the 61.8% fib retracment. Move past the previous resistance at 6.65 (around 38.2% fib), then all the way to $8??  
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aragosta
Supreme |
19-Mar-2026 09:43
Yells: "BBs never say why when they buy; never tell when they sell" |
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Sembcorp only blue chip green, ...... should hit at least eightby soon ........ one of gangsters speculation/remarks made last year could come true....../ go read.... Believe or unbeliever we not bothered But AEM is truly unbelievable, and I did put up a billboard notice in neon lights, giving a stern warning (twice) not to short! Yet got one kwai lan, minutes later, saying he queuing to sell, and then sold... |
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aragosta
Supreme |
15-Mar-2026 23:05
Yells: "BBs never say why when they buy; never tell when they sell" |
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YANGZIJIANG SHIPBUILDING
Why The Azure Dragon is viewed as the " Middle Kingdom' s Apple of the Eye" Yangzijiang Shipbuilding (YZJSB) is widely considered the premier private shipbuilder in China and a primary showcase for the country' s private maritime success. However, this " Apple of the Eye" favour status is more about strategic alignment than exclusive state protection. YZJSB as the Showcase of the Middle Kingdom' s Private Enterprise YZJSB serves as the leading example of how a private Chinese company can compete globally against top-tier South Korean and Japanese rivals. 1) Performance Benchmark: It is often cited as the best-managed private yard in China, maintaining a cost advantage of at least 5 percentage points over its peers through superior yard optimisation. 2) Technological Pioneer: It was the first private yard to break into the high-barrier LNG carrier market, a sector previously reserved for massive state-owned enterprises. 3) Transparency: Its listing on the SGX makes it a highly visible, transparent representative of Chinese industrial strength to international investors. How the Middle Kingdom Favours YZJSB The government' s -support for YZJSB is less about direct subsidies and more about strategic facilitation: 1) Approvals for Expansion: YZJSB received critical local and national approvals for its massive RMB 3 billion (US$415M) Hongyuan Project. In a country where the state strictly monitors overcapacity, this permission is a clear sign of high-level trust. The Hongyuan Project will be the company' s primary engine for increasing output over the next five years. 2) White List Legacy: YZJSB was a primary beneficiary of the former " White List" policy, which funneled credit and orders to top-tier yards to consolidate the industry and eliminate weaker private competitors. 3) Military-Civil Fusion: Like its state-owned counterparts, YZJSB' s advanced manufacturing capabilities align with China' s broader strategy to integrate civilian and defense-related industrial power. Why the Middle Kingdom is so damned proud of the Azure Dragon YZJSB' s forte lies in its exceptional cost efficiency and its rapid pivot into high-value green vessels, maintaining a dominant position as China' s largest and most profitable private shipbuilder. 1) Green Shipping Specialist: Approximately 74% of its current US$22.8 billion orderbook consists of eco-friendly or clean-energy vessels, including LNG and methanol dual-fuel ships. 2) Technical Edge: It is the first private Chinese yard licensed for GTT Mark III membrane technology, essential for large LNG carriers. 3) Vessel Specialization: YZJSB' s technical expertise is concentrated in three primary high-margin segments: Large Containerships, Gas Carriers (LNG carrier market, which has high technical barriers to entry), Bulk Carriers & Tankers. The Middle Kingdom' s confidence in YZJSB' s Market Positioning YZJSB is growing " bigger" through investment and integration rather than traditional mergers.It is currently positioning itself as a dominant private-sector leader in clean-energy vessel construction while pursuing aggressive vertical integration. 1) Vertical Integration: In March 2026, YZJSB announced plans to acquire a 10% stake in Poseidon Corp, the parent of its major customer Seaspan, providing YZJSB with direct market intelligence from the world' s largest containership lessor and aligning yard production with long-term vessel demand. 2) Partnership Consolidation: YZJSB completed a capital injection for a 34% equity stake in Tsuneishi Group (Zhoushan) Shipbuilding in March 2025 . This move consolidates its relationship with a key Japanese shipbuilder, allowing for shared technology and production synergies. 3) Private Independence: Unlike state-owned giants (like the merged CSSC-CSIC), YZJSB remains a private leader, favoured by the government' s " White List" for its efficiency and tech-forward approach. 4) Financial Strength: Maintains a record US$22.8 billion orderbook, providing revenue visibility through 2030. 5) Financial Health: Its record RMB 9.8 billion gross profit in 2025 is viewed as a stabilizing force for the manufacturing sector, especially as YZJSB reduces its exposure to risky domestic debt investments The Middle Kingdom treasures YZJSB' s National Performance Contributions The government monitors YZJSB' s performance as a key contributor to three major national indicators where China led the world in 2025: 1) Output: China accounted for 56.1% of global shipbuilding output (53.69 million DWT) 2) New Orders: Chinese yards secured 69% of all new global orders 3) Order Backlog: China held 66.8% of the global order book by year-end. In essence, if the merged CSSC is the government' s " heavy armor" for global dominance, YZJSB is its " specialized strike force" ~ a highly efficient, high-tech private model that proves China can excel beyond the state-owned sector. |
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aragosta
Supreme |
15-Mar-2026 20:34
Yells: "BBs never say why when they buy; never tell when they sell" |
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Before the gangsters came out with this unbelievable Kharg Island coffee shop story, no body even heard of it or know the importance of it.../ now the US has attacked it, suddenly the world takes notice...... soon we will see many analysts and many more media will write about it..... one thing for sure, if the US marines, on their way from Japan, and the green berets and navy seals, coming from US, attack and capture the Kharg Island, and protect and preserve the oil facilities, the war is as good as over..../ whether Seatrium (and Sembcorp) gets to help in the reconstruction of Kharg Island, it' s strategic importance and expertise will be noticed.... and it' s share price will soar, but it will soar like as if there' s no sky above if it trulyable to play a strategic role in the reconstruction, here in Kharg island or elsewhere in the Midfle East... Sometimes, a war is not a platform for you to make money shorting .... in this case, it is an opportunity for you to take position....... and wait..... this one has to be over sooner than later.... it has to....... Trump threatens more strikes on Iran&rsquo s Kharg Island, pushes allies on Strait of Hormuz. He says US strikes have &lsquo totally demolished&rsquo most of the island and warns that more could follow https://www.reuters.com/world/middle-east/trump-calls-allies-help-secure-strait-hormuz-iran-vows-step-up-retaliation-2026-03-15/ Iran' s Economy Would Collapse If It Lost Kharg Island: Energy Analyst https://www.youtube.com/watch?v=yik_ZK4bs_k Xinhua News | U.S. strikes over 90 military targets on Iran' s Kharg Island: CENTCOM https://english.news.cn/20260315/b3e969564c80444194dceae1de1786e4/c.html " Orphan Pearl" On Fire: The Critical Oil Island Struck By US In Iran. US Strikes Iran: Though Trump called Kharg island Iran' s crown jewel, it was dubbed many years ago as the orphan pearl of the Persian Gulf by celebrated Iranian writer Jalal Al-e-Ahmad. https://www.ndtv.com/world-news/middle-east-war-why-kharg-island-irans-crown-jewel-is-key-in-us-israel-war-11213688
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JurongW
Elite |
15-Mar-2026 18:33
Yells: "Earnings give weight, Chart give wings" |
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x 0 Alert Admin |
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aragosta
Supreme |
15-Mar-2026 18:25
Yells: "BBs never say why when they buy; never tell when they sell" |
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Wa lau..../ see me no up..... no need la.... bascially this fella is indirectly thanking the gangsters from turning SEAtrium from being fighting for survival , now well into the recovery stage, ready to cheong like no other..... He advices retailers who believe in the fundamentals as him and optimistic of the future to hang on to their shares if possible .... |
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JurongW
Elite |
15-Mar-2026 18:21
Yells: "Earnings give weight, Chart give wings" |
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The title is apt - The tide is definitely turning in Seatrium' s favour. Seatrium: From Dark Times to the Road of Redemption Seatrium (formerly Sembcorp Marine) has in past years experienced extremely difficult times. The impact of the pandemic caused orders to shrink sharply, financial conditions to deteriorate rapidly, and the company had to carry out multiple restructurings. The long‑ term downturn made many retail investors leave in disappointment. With consolidation and adjustments advancing, Seatrium& rsquo s fundamentals gradually improved. Technical trends began to strengthen, and market prospects gradually became clearer. Market capitalization tended toward stability, and investors re‑ examined its potential. It is expected that by 2025, with technological progress, the company& rsquo s outlook will become clearer. Although challenges still exist, its development trajectory has already revealed a road to redemption, bringing cautious optimism to investors who have persisted until now. |
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MrBear12
Supreme |
15-Mar-2026 16:19
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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x 0 Alert Admin |
You probably have to translate it for him...
The idea that captures me is the rescue and redemption of Seatrium. All else is Greek to many of us English educated ...
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