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danger Supreme	21-Oct-2019 16:40        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	HOOT ! danger      ( Date: 21-Oct-2019 14:58) Posted: AT $2 + ... MEANS SEMBCORP MARINE COMES FREE  AT CURRENT  UNDERVALUED SEMBCORP UTILITIES BUSINESS EASILY SEMBCORP WORTH OVER $3 danger      ( Date: 21-Oct-2019 14:51) Posted: Maintain BUY TP S$ 3.20 Sembcorp Industries (SCI) offers a unique value proposition as a defensive utilities business, and as a proxy to ride the cyclical O& M recovery. Stripping out Marine&rsquo s current valuation, Energy business is deeply undervalued at 0.5x P/BV and 5x PE against 6-7% ROE. In fact, the stock is trading close to our ~S$2 fair value of SCI&rsquo s businesses excluding Marine, implying its marine business comes free.
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danger Supreme	21-Oct-2019 16:39        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	SUPER BULL ! 20.5 MILLION SHARES LOADED ALREADY danger      ( Date: 21-Oct-2019 16:18) Posted: HAVE NEVER SEEN SEMBCORP WITH THIS NEAR 20 MILLION VOLUME EVER THE LAST WAS 17 MILLION +  WAS   IN NOV / DEC 2016 CheeryVGoh      ( Date: 21-Oct-2019 16:13) Posted: BORROW YOUR WORDS " LAI LIAO !!!"
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halleluyah Supreme	21-Oct-2019 16:34        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	TOMOLO.....2.50 lvl to come.....
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MikeL2009 Senior	21-Oct-2019 16:31        MikeL2009 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Kep Corp Temasek offer has no direct relation to SemCorp/ Semb Marine. Same industry rub-off?
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easywin Supreme	21-Oct-2019 16:28        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Big funds from HK pump up the price?
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danger Supreme	21-Oct-2019 16:18        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	HAVE NEVER SEEN SEMBCORP WITH THIS NEAR 20 MILLION VOLUME EVER THE LAST WAS 17 MILLION +  WAS   IN NOV / DEC 2016 CheeryVGoh      ( Date: 21-Oct-2019 16:13) Posted: BORROW YOUR WORDS " LAI LIAO !!!" danger      ( Date: 21-Oct-2019 16:08) Posted: LOAD UP !
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HTHT1989 Senior	21-Oct-2019 16:13        HTHT1989 About Contact  Quote this Post!   Yells: "Huat ah!"
x 0   x 0  Alert Admin	LOAD UP!!! CheeryVGoh      ( Date: 21-Oct-2019 16:13) Posted: BORROW YOUR WORDS " LAI LIAO !!!" danger      ( Date: 21-Oct-2019 16:08) Posted: LOAD UP !
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CheeryVGoh Supreme	21-Oct-2019 16:13        CheeryVGoh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	BORROW YOUR WORDS " LAI LIAO !!!" danger      ( Date: 21-Oct-2019 16:08) Posted: LOAD UP ! danger      ( Date: 21-Oct-2019 10:42) Posted: LOAD UP !!!!
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danger Supreme	21-Oct-2019 16:08        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	LOAD UP ! danger      ( Date: 21-Oct-2019 10:42) Posted: LOAD UP !!!! danger      ( Date: 14-Oct-2019 10:14) Posted: WARREN BUFFETT SECRET INTRINSIC VALUE OF SEMBCORP INDUSTRIES ( article calculated on the internet ) Does the October share price for Sembcorp Industries Ltd (SGX:U96) reflect what it' s really worth? Today, we will estimate the stock' s intrinsic value by taking the expected future cash flows and discounting them to today' s value. I will use the Discounted Cash Flow (DCF) model We now need to calculate the Terminal Value, which accounts for all the future cash flows after this ten year period. The Gordon Growth formula is used to calculate Terminal Value at a future annual growth rate equal to the 10-year government bond rate of 2.3%. We discount the terminal cash flows to today' s value at a cost of equity of 14%. Terminal Value (TV)= FCF2019 × (1 + g) ÷ (r &ndash g) = S$834m× (1 + 2.3%) ÷ 14%&ndash 2.3%) = S$7.2b Present Value of Terminal Value (PVTV)= TV / (1 + r)10= S$7.2b÷ ( 1 + 14%)10= S$1.9b The total value, or equity value, is then the sum of the present value of the future cash flows, which in this case is S$5.9b. In the final step we divide the equity value by the number of shares outstanding. Relative to the current share price of S$2.11, the company appears quite good value at a 36% discount to where the stock price trades currently The calcuation showed the intrinsic value of Sembcorp industries to be worth about $ 3.28
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halleluyah Supreme	21-Oct-2019 16:04        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	couple of mths ago, win some solar contract... will see higher profit coming down the road....shld be seeing 2.70 lvl....
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danger Supreme	21-Oct-2019 16:00        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Highest about $7 TANPK123      ( Date: 21-Oct-2019 15:58) Posted: Can hit $3+???????????
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TANPK123 Elite	21-Oct-2019 15:58        TANPK123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can hit $3+???????????
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danger Supreme	21-Oct-2019 15:43        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	NAV : $3.87 INTRINSIC VALUE : $3.28 maccer      ( Date: 21-Oct-2019 15:42) Posted: This counter still has a lot of upside.......not even reach the mid point of its 52 weeks range.
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maccer Master	21-Oct-2019 15:42        maccer About Contact  Quote this Post!
x 0   x 0  Alert Admin	This counter still has a lot of upside.......not even reach the mid point of its 52 weeks range.
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fatpanda Supreme	21-Oct-2019 15:22        fatpanda About Contact  Quote this Post! Style: Technical   Mood: Yells: "Another wonderful day!"
x 0   x 0  Alert Admin	Bro Danger, Ya... Panda locked in some profit by closing one CFD contract on Sem. still holding shares and wait to collect more money. danger      ( Date: 21-Oct-2019 15:18) Posted: Bro Fatpanda this morning we still talking about SCI afternoon rocket liao danger      ( Date: 21-Oct-2019 14:52) Posted: We believe in the long-term growth prospects of SCI&rsquo s Energy arm, which has expanded its global footprint into key emerging markets &ndash India, Bangladesh, Vietnam, and Myanmar. We hold on to our belief of a potential merger between Keppel&rsquo s O& M arm and SMM in view of keener competition in the sector. We believe a spin-off of its marine arm could re-rate SCI&rsquo s undervalued utilities
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danger Supreme	21-Oct-2019 15:18        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Bro Fatpanda this morning we still talking about SCI afternoon rocket liao danger      ( Date: 21-Oct-2019 14:52) Posted: We believe in the long-term growth prospects of SCI&rsquo s Energy arm, which has expanded its global footprint into key emerging markets &ndash India, Bangladesh, Vietnam, and Myanmar. We hold on to our belief of a potential merger between Keppel&rsquo s O& M arm and SMM in view of keener competition in the sector. We believe a spin-off of its marine arm could re-rate SCI&rsquo s undervalued utilities fatpanda      ( Date: 21-Oct-2019 14:47) Posted: Bro, Honestly, Panda sticked to my good friend Sem, is also " bang" on this merger/transfer. Once this burden is off loaded. Sem could transform, travel light, and fly! Hahaha...
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maccer Master	21-Oct-2019 15:14        maccer About Contact  Quote this Post!
x 0   x 0  Alert Admin	BUY..........
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danger Supreme	21-Oct-2019 15:08        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	OUT OF THE BLUE TEMASEK PUT A SUDDEN 30% PREMIUM OVER KC last traded Price Meaning SCI is deeply undervalued already
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halleluyah Supreme	21-Oct-2019 15:05        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	COMING BERY SOON.....XMAS PRESENT FR EVERYONE.....HO HO HO..... danger      ( Date: 21-Oct-2019 14:51) Posted: Maintain BUY TP S$ 3.20 Sembcorp Industries (SCI) offers a unique value proposition as a defensive utilities business, and as a proxy to ride the cyclical O& M recovery. Stripping out Marine&rsquo s current valuation, Energy business is deeply undervalued at 0.5x P/BV and 5x PE against 6-7% ROE. In fact, the stock is trading close to our ~S$2 fair value of SCI&rsquo s businesses excluding Marine, implying its marine business comes free.
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ipolaris Senior	21-Oct-2019 15:05        ipolaris About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think today' s surge is due to news that Temasek raised its stake on Keppel Corp with partial offer at $7.35. Investors speculate that Keppel corp & Sembcorp marine might have a chance to merge.
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