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BreadPitt Member	15-Jul-2015 22:08        BreadPitt About Contact  Quote this Post!
x 0   x 0  Alert Admin	This contract for Sembmarine is timely and 'Bo laksa' !
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rotiprata Member	15-Jul-2015 16:02        rotiprata About Contact  Quote this Post!
x 0   x 0  Alert Admin	world' s largest sub rig....
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FATABA Supreme	15-Jul-2015 10:48        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	" " " " " Singapore: Having put pen to paper on an LOI in March, Sembcorp Marine has confirmed the $1bn contract with Heerema Offshore Services to build a DP3 semisubmersible crane vessel at Jurong shipyard. The &ldquo world&rsquo s biggest&rdquo semi-submersible crane vessel, designed by Netherlands-based Huisman Equipment, is scheduled for delivery in the last quarter of 2018." " " Looking at the oil prices which shld still stay low for this year....Semb Corp might be a better options....   granto      ( Date: 15-Jul-2015 10:40) Posted: Heerema semi-submersible crane vessel order at Jurong Shipyard confirmed:  http://splash247.com/heerema-semi-submersible-crane-vessel-order-at-jurong-shipyard-confirmed/
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ozone2002 Supreme	15-Jul-2015 10:47        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Iran deal pressuring prices lower  could overshadow  the $1bn contract win   Sembcorp Marine (SMM SP)         HOLD Price/Tgt: S$2.81 / S$2.92         Mkt Cap: US$4,312m         52-wk avg daily value: US$8.7m         1-Yr Hi/Lo: S$4.15/S$2.76 Announces US$1b contract win with Heerema Analysts: Nancy Wei / Foo Zhiwei         Tel: (65) 6590 6628/6626 What&rsquo s New? - Sembcorp Marine just announced a US$1b (S$1.36b) contract win with Heerema - Contract is for a DP3 semi-submersible crane vessel (NSCV) - Contract win follows an earlier letter-of-intent announced earlier in the year - Delivery will be in 4Q18 Our Take - We had already factored this into our S$2.5b contract win assumption for 2015. Management had earlier guided that the contract would materialize this year. - Total contract win for the year is now S$1.42b. Previously, contract win had been very low at S$56m. - No change to our earnings forecast Valuation/ Recommendation Our recommendation remains a HOLD, with target price of S$2.92
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granto Master	15-Jul-2015 10:40        granto About Contact  Quote this Post!
x 0   x 0  Alert Admin	Heerema semi-submersible crane vessel order at Jurong Shipyard confirmed:  http://splash247.com/heerema-semi-submersible-crane-vessel-order-at-jurong-shipyard-confirmed/
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buysellbuysell Master	30-Jun-2015 20:34        buysellbuysell About Contact  Quote this Post! Style: Flexible   Mood: Yells: "someone please sell down low so that others can buy low"
x 0   x 0  Alert Admin	finding out which is the rotten apples and throw them away. effiency in the making. bad for short term but good for medium term.
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zhike10 Member	30-Jun-2015 20:06        zhike10 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Re-organisation? SEMBCORP MARINE TRANSFORMS INTO A GLOBAL INTEGRATED COMPANY Singapore, 30 June 2015: Sembcorp Marine has reorganised its business as part of an ongoing &lsquo Transformation for Growth&rsquo strategy. From tomorrow, Sembcorp Marine will be one brand focusing on four key capabilities, namely, Rigs & Floaters Repairs & Upgrades Offshore Platforms and Specialised Shipbuilding. The company is also pleased to announce the following senior operations and commercial appointments:    Mr Ong Poh Kwee as Chief Operating Officer    Mr Wang Zijian as Head of Singapore Yard Operations    Mr Ho Nee Sin as Head of Offshore Platforms    Ms Wong Lee Lin as Head of Repairs & Upgrades    Mr William Gu as Head of Rigs & Floaters    Mr Freddie Woo as Head of Specialised Shipbuilding In addition, Sembcorp Marine&rsquo s shipyards in Singapore will be known as:    Sembcorp Marine Admiralty Yard    Sembcorp Marine Benoi Yard    Sembcorp Marine Pandan Yard    Sembcorp Marine Tanjong Kling Yard    Sembcorp Marine Tuas Boulevard Yard    Sembcorp Marine Tuas Crescent Yard    Sembcorp Marine Tuas Road Yard &ldquo An exciting era of growth awaits us,&rdquo said Sembcorp Marine Chairman Tan Sri Mohd Hassan Marican, who has been leading the company&rsquo s transformation efforts since 2013. &ldquo As an integrated Sembcorp Marine, we can further optimise our capabilities and capacities, as well as increase our efficiency and productivity to better serve our partners and customers.&rdquo
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buysellbuysell Master	24-Jun-2015 22:40        buysellbuysell About Contact  Quote this Post! Style: Flexible   Mood: Yells: "someone please sell down low so that others can buy low"
x 0   x 0  Alert Admin	Sell tp 2.5x
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lyn_lyn Supreme	24-Jun-2015 09:58        lyn_lyn About Contact  Quote this Post!   Yells: "THUMBS DOWN...NO MONEY?..HUNGRY...need food..beg me!.."
x 0   x 0  Alert Admin	CIMB.......lyn lyn need you here!!.... lyn_lyn      ( Date: 24-Jun-2015 09:46) Posted: as you can see both Kepcorp & SMM......shorted down by many people......because of this old story.... i am sure you remember the last round strong share back from the companies......previously when the share hit low..... this is going to happen very soon......shortists will be punished!....
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lyn_lyn Supreme	24-Jun-2015 09:46        lyn_lyn About Contact  Quote this Post!   Yells: "THUMBS DOWN...NO MONEY?..HUNGRY...need food..beg me!.."
x 0   x 0  Alert Admin	as you can see both Kepcorp & SMM......shorted down by many people......because of this old story.... i am sure you remember the last round strong share back from the companies......previously when the share hit low..... this is going to happen very soon......shortists will be punished!....
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ysh2006 Supreme	24-Jun-2015 09:37        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	FIFA president also at first refuted the allegations but later after police investigation gave up and step down...who would say they ' have done so' untill proven  by   investigation lah...common sense .' no wind no waves' .. granto      ( Date: 23-Jun-2015 23:04) Posted: Bit of bad news for Sembcorp Marine here... Transocean wins $190m in new contracts, delays drillships at Jurong Shipyard:  http://splash247.com/transocean-wins-190m-in-new-contracts-delays-drillships-at-jurong-shipyard/
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granto Master	23-Jun-2015 23:04        granto About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bit of bad news for Sembcorp Marine here... Transocean wins $190m in new contracts, delays drillships at Jurong Shipyard:  http://splash247.com/transocean-wins-190m-in-new-contracts-delays-drillships-at-jurong-shipyard/
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WanSiTong Supreme	23-Jun-2015 22:22        WanSiTong About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Update Sembcorp Marine, Keppel stand by denial of bribery in Brazil June 23, 2015: 3:18 PM Keppel Corp  strongly refuted allegations of its involvement in a scheme that paid bribes to secure multi-million dollar rig-building contracts from a company linked to Brazilian national oil company Petrobras. " We strongly refute allegations made regarding Keppel FELS ' involvement in the payment of bribes relating to the ongoing investigations surrounding Petrobras in Brazil," Keppel Corp said in a statement to theedgemarkets.com. A Bloomberg report today cited testimony released by a Brazilian court alleging that Estaleiro Jurong Aracruz, a unit of Sembcorp Marine , and Keppel FELS were among several companies that paid bribes through intermediaries to win 21 rig building contracts worth $ 800 million each from Sete Brazil. The report said the allegations were made by Pedro Barusco, a former Petrobras and Sete Brazil director who has agreed to return to authorities about $ 97 million that he said he earned from bribes, including payments from shipyards to win work with Sete Brazil. Keppel Corp said it has a Code of Conduct which prohibits, among others, bribery and corruption. " Our employees are required to conduct themselves with integrity, in an ethical and proper manner, and in compliance with the applicable laws and regulations of the countries in which we operate, including anti-bribery laws, " he said. Sembcorp Marine is also standing by its denial of the allegations. A company spokesman referred theedgemarkets.com to two statements it released earlier this year when the allegations first arose. In its Feb 8 statement, the company said it did not make any illegal payment and that its policies and contracts prohibit bribery and unethical behavior. In its March 30 statement, the company reiterated its anti-bribery policy and said it was conducting internal investigations. As at 3.10 pm, shares of Keppel Corp are unchanged at $ 8.41 while shares of Sembcorp Marine are trading 2 cents lower at $ 2.86. Last: KepCorp: $ 8.40 Sembcorp Marine: $ 2.88
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ysh2006 Supreme	23-Jun-2015 22:03        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If your logic works   than why FIFA president need to step down ?... KAMAL0883      ( Date: 23-Jun-2015 18:11) Posted: if shipyard deals can settle in under table money then the police there also can settle in under table money........ relax brother..... ysh2006      ( Date: 23-Jun-2015 16:11) Posted: My broker emailed me a Bloomberg report saying Keppel FELS and Sembmarine Jurong yard involved in a case of " under table money" with Brazil yards ...this time also   police get in to investigate ?
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KAMAL0883 Supreme	23-Jun-2015 18:11        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	if shipyard deals can settle in under table money then the police there also can settle in under table money........ relax brother..... ysh2006      ( Date: 23-Jun-2015 16:11) Posted: My broker emailed me a Bloomberg report saying Keppel FELS and Sembmarine Jurong yard involved in a case of " under table money" with Brazil yards ...this time also   police get in to investigate ? Octavia      ( Date: 23-Jun-2015 12:04) Posted: Transocean has deferred the delivery of two ultra-deepwater drillships to be constructed by Sembcorp Marine Jurong Shipyard by 24 months.  The contracts are worth US$540m per unit and were originally scheduled to be delivered in 2Q17 and 1Q18. The revised delivery dates are 2Q19 and 1Q20.  While Maybank-KE has previously expected delays, the 24-month deferment is longer than expected. This comes after Transocean delayed five jackup rigs contracted to Keppel FELS by 18 months.  Other rig contractors like Atwood and Ensco have also delayed their drillship orders with the Korean yards. These reflects the severe rig supply glut over the next two years, and underscores Maybank-KE negative view on rigbuilders. Maybank-KE is cutting its FY15-17e earnings estimates by 3%/7%/1% to factor the delay, and maintains its Sell rating on SMM with an unchanged TP of $2.45. The house does not rule out further earnings revisions on further surprise delivery deferments. Best to avoid KepCorp too for time being.
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KAMAL0883 Supreme	23-Jun-2015 18:07        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	yes or their Senior staff hire in Bra FATABA      ( Date: 23-Jun-2015 16:21) Posted: Its unlikely they are involved as blue chip spore company ..but maybe affected by some middle man or otherwise in Brazil . Whatever , share prices will be affected somewhat. ysh2006      ( Date: 23-Jun-2015 16:11) Posted: My broker emailed me a Bloomberg report saying Keppel FELS and Sembmarine Jurong yard involved in a case of " under table money" with Brazil yards ...this time also   police get in to investigate ?
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ysh2006 Supreme	23-Jun-2015 18:02        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This news is emaied by broker latest news....the title from Bloomberg dated yesterday...Ask CIMB or AMfraser. .... GuavaXF30      ( Date: 23-Jun-2015 17:15) Posted: My gosh. This news is so old. Why are you only just noting this ? It was even reported in the ST and BT months ago. ysh2006      ( Date: 23-Jun-2015 16:11) Posted: My broker emailed me a Bloomberg report saying Keppel FELS and Sembmarine Jurong yard involved in a case of " under table money" with Brazil yards ...this time also   police get in to investigate ?
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lyn_lyn Supreme	23-Jun-2015 17:29        lyn_lyn About Contact  Quote this Post!   Yells: "THUMBS DOWN...NO MONEY?..HUNGRY...need food..beg me!.."
x 0   x 0  Alert Admin	lyn lyn buying this one!......yeah!.....thanks.....
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GuavaXF30 Elite	23-Jun-2015 17:15        GuavaXF30 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My gosh. This news is so old. Why are you only just noting this ? It was even reported in the ST and BT months ago. ysh2006      ( Date: 23-Jun-2015 16:11) Posted: My broker emailed me a Bloomberg report saying Keppel FELS and Sembmarine Jurong yard involved in a case of " under table money" with Brazil yards ...this time also   police get in to investigate ? Octavia      ( Date: 23-Jun-2015 12:04) Posted: Transocean has deferred the delivery of two ultra-deepwater drillships to be constructed by Sembcorp Marine Jurong Shipyard by 24 months.  The contracts are worth US$540m per unit and were originally scheduled to be delivered in 2Q17 and 1Q18. The revised delivery dates are 2Q19 and 1Q20.  While Maybank-KE has previously expected delays, the 24-month deferment is longer than expected. This comes after Transocean delayed five jackup rigs contracted to Keppel FELS by 18 months.  Other rig contractors like Atwood and Ensco have also delayed their drillship orders with the Korean yards. These reflects the severe rig supply glut over the next two years, and underscores Maybank-KE negative view on rigbuilders. Maybank-KE is cutting its FY15-17e earnings estimates by 3%/7%/1% to factor the delay, and maintains its Sell rating on SMM with an unchanged TP of $2.45. The house does not rule out further earnings revisions on further surprise delivery deferments. Best to avoid KepCorp too for time being.
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Octavia Supreme	23-Jun-2015 16:35        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	That news alrdy out in the market quite sometime ago.I do not wish to comment too much here. ysh2006      ( Date: 23-Jun-2015 16:11) Posted: My broker emailed me a Bloomberg report saying Keppel FELS and Sembmarine Jurong yard involved in a case of " under table money" with Brazil yards ...this time also   police get in to investigate ? Octavia      ( Date: 23-Jun-2015 12:04) Posted: Transocean has deferred the delivery of two ultra-deepwater drillships to be constructed by Sembcorp Marine Jurong Shipyard by 24 months.  The contracts are worth US$540m per unit and were originally scheduled to be delivered in 2Q17 and 1Q18. The revised delivery dates are 2Q19 and 1Q20.  While Maybank-KE has previously expected delays, the 24-month deferment is longer than expected. This comes after Transocean delayed five jackup rigs contracted to Keppel FELS by 18 months.  Other rig contractors like Atwood and Ensco have also delayed their drillship orders with the Korean yards. These reflects the severe rig supply glut over the next two years, and underscores Maybank-KE negative view on rigbuilders. Maybank-KE is cutting its FY15-17e earnings estimates by 3%/7%/1% to factor the delay, and maintains its Sell rating on SMM with an unchanged TP of $2.45. The house does not rule out further earnings revisions on further surprise delivery deferments. Best to avoid KepCorp too for time being.
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