| Latest Forum Topics / Seatrium Last:0.091 -- |
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SEMBMARINE - A NEW CHAPTER - DEMERGED
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bystander1965
Supreme |
18-Nov-2021 11:36
Yells: "What I say is just my assessment. DYODD" |
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Good question. How to value KOM which is in a situation of net debt 600mil (1H). Q3 they were still losing $ also. Only EBITA +ve. That means net loss when they don' t indicate net income. Same thing happned last year. Anyway, I have been saying since last year, merging 2 loss making company doesn' t make a profitable one suddenly. It seemed Q3 KOM delivered 5 major projects but still faced a loss? That tells me the project quality is not that great. The 5.5b order, I wonder what' s the net would be. I also said merging the 2, especially for SCM to take over KOM would be really detrimental to SCM. Now that' s proven straightafter the news, though one could argue it was also because of the rights announcement at the same time. But how come the merger news did not even help one tiny bit. These 2, 难 兄 难 弟 . ![]()  
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chart_expert123
Master |
18-Nov-2021 11:30
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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who gonna banned?
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ahbui8
Master |
18-Nov-2021 11:27
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KOM value around 4B  
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pkli899
Supreme |
18-Nov-2021 11:23
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来 了 , 来 了 。 Thought u one of the few got banned.....haha. Don' t get angry, I got nothing against u la. In fact, I got praised u before. 
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chart_expert123
Master |
18-Nov-2021 11:10
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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Keppel corp market cap is 9.65bil @5.38 dollar SCM market cap is 2.7bil @ 8.6cents how you value market cap of KOM which is subsidiary of Keppel corp?
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chart_expert123
Master |
18-Nov-2021 11:07
Yells: "Only buy stock with revenue or net cash flow growth!!!!" |
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7.8-7.9 support --> 8.9-9 resistance --> 8.1-8.2 support --> 8.6-8.7 resistance--> 1hr MACD going to cross 0 to negative. |
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bankaiz
Member |
18-Nov-2021 11:05
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So the question is... will the merger boost up smm price, or push it down (due to being at a disadvantage to KOM)? | ||||
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Oxtail
Member |
18-Nov-2021 11:01
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Now, people are accumulating I think going to move to between 86/87 for next few days.  The volume to sell at 85 is low. Buyers are getting impatient.    |
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ahbui8
Master |
18-Nov-2021 11:00
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must be very patience on this counter, but my patience will end by end of this year    if still no contract win annoucement.  |
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ttbanthony
Veteran |
18-Nov-2021 10:56
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I was right to predict pendulum swing between 85/86.
Tp 0.094 before 🎄 |
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share456
Veteran |
18-Nov-2021 10:55
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No more volume for SCM. SCM price will be stagnant until Q4 2021 news on big loss since there will be no contract win this year.   |
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bystander1965
Supreme |
18-Nov-2021 10:02
Yells: "What I say is just my assessment. DYODD" |
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只 能 说 就 忽 略 他 的 post吧 。 就 像 这 里 很 多 相 信 你 我 也 都 跳 过 。 来 给 SJ个 建 议 。 加 个 屏 蔽 某 些 人 的 post的 功 能 。 哈 哈 。  
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msksmsks
Supreme |
18-Nov-2021 09:49
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的 确 。   善 恶 只 限 一 线 之 差 。 。 。 。 难 以 取 舍 和 拿 捏 。 我 也 相 信 别 人 也 能 看 的 出 来
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bystander1965
Supreme |
18-Nov-2021 09:42
Yells: "What I say is just my assessment. DYODD" |
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Agree. There are useful information. Just have to know how to sift them out. Some are quite obvious. Then it' s still upto individual how to decipher their usefulness, ST, MT or LT or no use. Kekeke.
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datadatadata
Member |
18-Nov-2021 09:36
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It is fundamentally true that companies buy back their shares to reward their shareholders as a result of stellar business performance, it is also common that they do that when there is a potential merger. Looking at the activity level, not just by SCM buy back, but from some undeclared funds and companies, it is clear that the merger is imminent. Initially, I though it was the short and contra players moving the price but looking at the short covering data over the past 2 days, 6M and 2M respectively, it does not seem to be their work. Compare this to the several hundred million of shares changing hands last week andin the   early part of this week. All these just confirms that merger is just round the corner! |
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bystander1965
Supreme |
18-Nov-2021 09:34
Yells: "What I say is just my assessment. DYODD" |
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还 有 哦 , 他 比 较 偏 向 trading。 那 是 他 的 出 发 点 。 只 有 一 支 股 他 可 能 会 持 上 几 个 月 或 一 年 吧 。
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kopi-boy
Member |
18-Nov-2021 09:33
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I dun think most people accept the info wholesale.  I believe most here have the intellectual capacity to make own judgement.  Like you said, it is more for entertainment for most.  Of course, I do appreciate the industry info provided by some in the forum.  ![]()
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bystander1965
Supreme |
18-Nov-2021 09:28
Yells: "What I say is just my assessment. DYODD" |
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IMHO, the best info flow would be ODD. Anything in the forum, must read with a truck load of salt. 99% are not to be believed. Some are intentionally trying to stir sh*t to create frustrations probably for their own benefits (I actually am not sure how much they can influence the market. But they seem to think they can. :) ) Some are the other way round. I take the same stance. And then there are nicks that suddenly appear when the counter is moving (either way but since this is a condemned stock, mostly when it is down). Then why am I here? For entertainment lah ... Sometimes, bo tai ji cho.  
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kopi-boy
Member |
18-Nov-2021 09:24
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Without all the bickerings, the forum seems dull...![]() Info flow, positive or negative, also dropped drastically... |
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bystander1965
Supreme |
18-Nov-2021 09:24
Yells: "What I say is just my assessment. DYODD" |
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老 兄 , 早 。 他 呀 ? 他 认 为 他 是 在 做 善 事 , 提 醒 无 知 者 、 未 入 场 者 , 别 懵 懵 懂 懂 的 胡 乱 追 风 。 据 我 观 察 , 他 和 另 一 位 是 本 着 善 意 。 但 我 认 为 那 是 很 难 拿 捏 的 。 况 且 很 多 人 是 不 踢 到 铁 板 是 不 知 道 痛 滴 。  
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  if still no contract win annoucement.
