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trentlim Member	08-Jun-2020 14:14        trentlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	DEMERGER ? Means ? SM is out of SCI hair ? Pls someone confirm?
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Sgvale Supreme	08-Jun-2020 14:11        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Huh.....No offer. Ask for money ?? Waterrat      ( Date: 08-Jun-2020 14:00) Posted: --- Post Removed by User ---
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Lightscity Senior	08-Jun-2020 14:10        Lightscity About Contact  Quote this Post!
x 0   x 0  Alert Admin	If SCI underwrites the rights issues not taken up by Sembmarine will it be bad for SCI shareholders since SCi have to pay for those right issues?
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LongNobley Master	08-Jun-2020 14:10        LongNobley About Contact  Quote this Post!
x 0   x 0  Alert Admin	How is this good news for SCI !!! Have to come out more money to bail SCM out. starnova      ( Date: 08-Jun-2020 14:08) Posted: Sound like a good news for SCI. At least SCI shareholders get a piece of SCM after the rights issue.
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starnova Member	08-Jun-2020 14:08        starnova About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sound like a good news for SCI. At least SCI shareholders get a piece of SCM after the rights issue.
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arctician1982 Senior	08-Jun-2020 14:03        arctician1982 About Contact  Quote this Post!
x 0   x 0  Alert Admin	quick all the analyst come out, i think its bad for SMM and good for SCI at first glance with demerger. any experts to debate?
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SuLiaoLiao Member	08-Jun-2020 13:48        SuLiaoLiao About Contact  Quote this Post!
x 0   x 0  Alert Admin	&ldquo   This deal confirm complex,mayb share swap,dealing with mutual funds offline negotiating a deal &rdquo Now, can negotiate deal offline liao? No need to use zoom liao?
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lennon81 Member	08-Jun-2020 13:41        lennon81 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This deal confirm complex,mayb share swap,dealing with mutual funds offline negotiating a deal
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LongNobley Master	08-Jun-2020 13:16        LongNobley About Contact  Quote this Post!
x 0   x 0  Alert Admin	Because this stock has become a speculative stock. Everyone just wanna speculate and guess guess guess... arctician1982      ( Date: 08-Jun-2020 13:13) Posted: eh why is everyone so sure of a deal? maybe its just a loan facility or corruption probe? surprisingly every analyst is sure of a potential deal in the works LongNobley      ( Date: 08-Jun-2020 13:08) Posted: One thing for sure, this deal is going to be big and complex. Why is it taking so long to announce a news?
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arctician1982 Senior	08-Jun-2020 13:13        arctician1982 About Contact  Quote this Post!
x 0   x 0  Alert Admin	eh why is everyone so sure of a deal? maybe its just a loan facility or corruption probe? surprisingly every analyst is sure of a potential deal in the works LongNobley      ( Date: 08-Jun-2020 13:08) Posted: One thing for sure, this deal is going to be big and complex. Why is it taking so long to announce a news?
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vivacious Supreme	08-Jun-2020 13:12        vivacious About Contact  Quote this Post!
x 1   x 0  Alert Admin	a lot of bros very concerned abt the announcement. Hoping for a win win for SCI and SM.
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LongNobley Master	08-Jun-2020 13:08        LongNobley About Contact  Quote this Post!
x 0   x 0  Alert Admin	One thing for sure, this deal is going to be big and complex. Why is it taking so long to announce a news?
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john7580 Member	08-Jun-2020 12:35        john7580 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hmmm.. announce after 5pm today and resume trading tomorrow will avoid suspension right? SgTrader17      ( Date: 08-Jun-2020 12:20) Posted: If want to avoid a suspension, news need to be out during lunch. But as mins by mins pass, looks more likely a suspension is coming today. Sianz.
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SgTrader17 Elite	08-Jun-2020 12:20        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If want to avoid a suspension, news need to be out during lunch. But as mins by mins pass, looks more likely a suspension is coming today. Sianz.
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arctician1982 Senior	08-Jun-2020 12:04        arctician1982 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sembcorp just provided a $2b loan last year, dont think it can be gone in less than a year, also if there is no write off for the brazil corruption case there is potential reverse provision of few hundred million..plus the share price surge on thu 4pm..chances of right quite low though still possible https://www.sembmarine.com/stock-exchange-announcements/sembcorp-industries-2-billion-subordinated-loan-facility yehyeh      ( Date: 08-Jun-2020 11:45) Posted: Agree with you, if SCI taken private, SM no need to be halt.. most probably SM right issue or be provitased.l. FATABA      ( Date: 08-Jun-2020 11:04) Posted: I do not thank SCI ( dont mix up w SM ) wld be taken private . WHY needed ....where SCI inself ( minus SM ) is still doing well n the awaiting  listing of energy division in India  So SCI is NOT take private  SM is a more likely candidate to b taken private as it wld take years for oil to return .  Further after taken private...it wld be much easier to be  place under Kep corp since T is the major shareholder here. ( cld someone else wan to buy SM ? unlikely at this time)  SM taken private ....then SCI need to b halt.   Offer price for SM ??   Whatever, it will b $$ back to SCI holders n also SCI now has a new life.  I hope this happen .... Happy investing.  ( in SCI )
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john7580 Member	08-Jun-2020 12:00        john7580 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If smm issue rights, then sci will need to come up with more $$? That's bad
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Francisgohyc Master	08-Jun-2020 11:49        Francisgohyc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes agree with u, SMM RIGHT issue or take privatisation
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danger Supreme	08-Jun-2020 11:48        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	DBS ? analyst Pei Hwa Ho noted that whilst Sembcorp Industries (SCI) is already trading at a steep 50% discount to book, re-rating potential hinges on return of equity (ROE) enhancement (from the current 5%) stemming from earnings recovery of its utilities businesses in India and the UK and marine segment. We hold on to our view of a potential merger between Keppel ?s O&M arm and Sembcorp Marine (SMM) given the keen competition in the sector. We believe a spin-off of its marine arm could re-rate SCI ?s undervalued utilities business that is being overshadowed by the cyclical marine business, Ho said.
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trentlim Member	08-Jun-2020 11:45        trentlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	1.8 possible even.. The longer the halt the greater the expectation. They better do something fantastic ! vivacious      ( Date: 08-Jun-2020 11:20) Posted: if didn' t halt, would hv been 1.70+ liao..based on mkt buy up. The wait better be worth our while. If halt lifted and this one goes to 2.50, i won' t complain :)
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yehyeh Senior	08-Jun-2020 11:45        yehyeh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree with you, if SCI taken private, SM no need to be halt.. most probably SM right issue or be provitased.l. FATABA      ( Date: 08-Jun-2020 11:04) Posted: I do not thank SCI ( dont mix up w SM ) wld be taken private . WHY needed ....where SCI inself ( minus SM ) is still doing well n the awaiting  listing of energy division in India  So SCI is NOT take private  SM is a more likely candidate to b taken private as it wld take years for oil to return .  Further after taken private...it wld be much easier to be  place under Kep corp since T is the major shareholder here. ( cld someone else wan to buy SM ? unlikely at this time)  SM taken private ....then SCI need to b halt.   Offer price for SM ??   Whatever, it will b $$ back to SCI holders n also SCI now has a new life.  I hope this happen .... Happy investing.  ( in SCI )
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