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Francisgohyc Master	14-Nov-2019 12:13        Francisgohyc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sembcorp Maring sunk into gross loss of $46m, it is due to cost provision booked in the quarter for future work yet to be executed. Cost write-back may happen in the future should actual cost incurred by lower than expected Due to low business volume & accelerated depreciation of 30million arising from  the  group transformation  and yard consolidation strategy, where SMM will relocate all operation form its Tanjong Kling Yard by end 2019 and realise cost savings estimate at $48m per annum from FY20 onward My opinion another Q4 of loss of 20-30 million and it will be profitable by Q1 year 2020 ( the share will be up to $1.60) Right now is the best time to accumulate along the way
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Jamesbond007 Veteran	14-Nov-2019 10:45        Jamesbond007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Performance wise, worse than Eagle reit.
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relyyourown Member	14-Nov-2019 08:22        relyyourown About Contact  Quote this Post!
x 0   x 0  Alert Admin	Take note, loss continue . Existing share may become paper only relyyourown      ( Date: 09-Nov-2019 13:18) Posted: Because project margin are Low to make loss, secure project = to lose money. Temasek bought 51% Keppel share but lent 2billion to sembcorp marine through Sembcorp industry. The future intention is quite clear. If the industry can be back to glory to earn big profit, Temasek 51% invest in Keppel share can be retuned in big with dividend and share price increase, in fact, Keppel made Temasek made a lot in past 2 decade. Temasek can earn interest from the 2billion loan and Sembcorp marine is able to repay back to them. If the industry cannot be back to glory, Keppel will continue survive due to their patterned design of rigs, reputable and better profit margin management can navigate through the bad time. This is why Temasek buy Keppel share. Sembcorp marine is expected cannot be survive based on past few year performance if the industry continue in bad environment. Instead of increasing share to become major shareholder, temasek choose to lend 2billion to Sembcorp marine to retire their existing loan and become their major creditor, after 3-5 years, Sembcorp marine cannot pay the interest or cannot return the 2bilion when the debt turn mature in 5 years, Temasek will Command Sembcorp marine to wipe out exiting share as debt creditor right and become at least 60% or above owned the Sembcorp marine. This will make Temasek has the fully right to command Keppel and sembcorp marine to consolidate offshore and marine business as one in bad environment. China state owned shipyard did that, now has 3 mega shipyard, Hyundai also consolidating with Dae wood shipyard. Sembcorp marine and Keppel May eventually move to that direction if the offshore and marine market never back to glory. As above, those Sembcorp marine existing shareholders have to be worry for next 5 year if sembcorp marine cannot be profitable and able to repay the loan to Temasek, their share will become paper. Above my opinion. Rely your own to judge what has happened in Ezion, Swiber EZRA and etc to think about what will happen to sembcorp marine. Temasek did her best to keep Keppel and sembcorp marine employees or related companies employees to secure their rice bowl. But there is not their responsibility to take care shareholders since majority shareholders don?t rely share price performance as their rice bowl. Singpost      ( Date: 09-Nov-2019 12:42) Posted: why keep going down ?
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Francisgohyc Master	13-Nov-2019 13:19        Francisgohyc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now price at $1.30    Volume trade is 3.845 million share traded There is no panic selling, the support is at around $1.29-1.30 ( good buy liao  ) Maybe will not hit $1.08 lowest in the past months, my opionin Francisgohyc      ( Date: 13-Nov-2019 10:24) Posted: Buy more 3 lot at $1.29, keep for longer term unti 2Q of 2020 Vested but sian to see this counter dropping, one day it will move up with Oil  Rig Contract in the pipeline soon
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Francisgohyc Master	13-Nov-2019 10:24        Francisgohyc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Buy more 3 lot at $1.29, keep for longer term unti 2Q of 2020 Vested but sian to see this counter dropping, one day it will move up with Oil  Rig Contract in the pipeline soon
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runaway Senior	13-Nov-2019 10:20        runaway About Contact  Quote this Post!
x 0   x 0  Alert Admin	明 知 山 有 虎 偏 向 虎 山 行 。 SHARES of Sembcorp Marine (SembMarine) were down 3.7 per cent following the release of third-quarter results on Wednesday which posted a wider net loss of S$52.6 million, from S$29.8 million a year ago.... Double whammy for SembCorp, mother is already in trouble, son, SMs loss will enlarge the wounds.
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lorrie Member	13-Nov-2019 09:54        lorrie About Contact  Quote this Post!
x 0   x 0  Alert Admin	if you strip out the brazilian sete business segment, the rest of the ' order book' is actually pretty on track compared to previous years, certainly not as much of a disaster as the headline numbers suggest. Question is where they going to get the ' replacement order book' now that sete is gone going forward.  the silver lining is its repair segment which is growing and expected to accelerate with the IMO 2020 where all dirty ships will either need to be scrapped or scrubbed in order to use clean / dirty fuel. compared to its loss making rig and platform business, this segment certainly seems less capital intensive and more ' service based' ..
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moron101 Supreme	13-Nov-2019 09:51        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Privatise leh.. Trade with HOPE.
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Jamesbond007 Veteran	13-Nov-2019 09:46        Jamesbond007 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Continue to churn out losses enen though ceo has previously better days ahead.
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vivacious Supreme	13-Nov-2019 09:01        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	WHY DROPPING?
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yeahmu Senior	13-Nov-2019 08:53        yeahmu About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am not shortist just sharing my exp with you guys. I made a big losses with noble and ezion always think they can turnaround. But in end, almost make losses in every qr. If I cut loss and switch to others good counter already recover my losses. Never falling in love with your stock. TraderBen      ( Date: 13-Nov-2019 08:37) Posted: So early with a joke of the day. 😀 yeahmu      ( Date: 13-Nov-2019 08:15) Posted: Another Noble in the making, trade with cut loss...
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TraderBen Supreme	13-Nov-2019 08:37        TraderBen About Contact  Quote this Post!
x 0   x 0  Alert Admin	So early with a joke of the day. 😀 yeahmu      ( Date: 13-Nov-2019 08:15) Posted: Another Noble in the making, trade with cut loss...
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yeahmu Senior	13-Nov-2019 08:15        yeahmu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another Noble in the making, trade with cut loss...
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TraderBen Supreme	13-Nov-2019 08:01        TraderBen About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think not likely will go down too much also. Losses very much expected. ysh2006      ( Date: 13-Nov-2019 07:48) Posted: So last month those who chase SMM because of Keppel will suffer losses ? 🙄 😐 TraderBen      ( Date: 13-Nov-2019 06:55) Posted: Results out 3Q - 59M loss. Full year losses expected to be higher than last year.
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danger Supreme	13-Nov-2019 07:59        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Actually the loss and FY loss is already expected and highlighted last quarter .... those who chased from 1.20 to 1.40 now back to 1.33 So likely to trend down few cents at least . But last year FY result loss .. SMM was trading about $1.60 ... with similar loss expected ... SMM range bound
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ysh2006 Supreme	13-Nov-2019 07:48        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	So last month those who chase SMM because of Keppel will suffer losses ? 🙄 😐 TraderBen      ( Date: 13-Nov-2019 06:55) Posted: Results out 3Q - 59M loss. Full year losses expected to be higher than last year.
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TraderBen Supreme	13-Nov-2019 06:55        TraderBen About Contact  Quote this Post!
x 0   x 0  Alert Admin	Results out 3Q - 59M loss. Full year losses expected to be higher than last year.
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relyyourown Member	09-Nov-2019 13:18        relyyourown About Contact  Quote this Post!
x 2   x 0  Alert Admin	Because project margin are Low to make loss, secure project = to lose money. Temasek bought 51% Keppel share but lent 2billion to sembcorp marine through Sembcorp industry. The future intention is quite clear. If the industry can be back to glory to earn big profit, Temasek 51% invest in Keppel share can be retuned in big with dividend and share price increase, in fact, Keppel made Temasek made a lot in past 2 decade. Temasek can earn interest from the 2billion loan and Sembcorp marine is able to repay back to them. If the industry cannot be back to glory, Keppel will continue survive due to their patterned design of rigs, reputable and better profit margin management can navigate through the bad time. This is why Temasek buy Keppel share. Sembcorp marine is expected cannot be survive based on past few year performance if the industry continue in bad environment. Instead of increasing share to become major shareholder, temasek choose to lend 2billion to Sembcorp marine to retire their existing loan and become their major creditor, after 3-5 years, Sembcorp marine cannot pay the interest or cannot return the 2bilion when the debt turn mature in 5 years, Temasek will Command Sembcorp marine to wipe out exiting share as debt creditor right and become at least 60% or above owned the Sembcorp marine. This will make Temasek has the fully right to command Keppel and sembcorp marine to consolidate offshore and marine business as one in bad environment. China state owned shipyard did that, now has 3 mega shipyard, Hyundai also consolidating with Dae wood shipyard. Sembcorp marine and Keppel May eventually move to that direction if the offshore and marine market never back to glory. As above, those Sembcorp marine existing shareholders have to be worry for next 5 year if sembcorp marine cannot be profitable and able to repay the loan to Temasek, their share will become paper. Above my opinion. Rely your own to judge what has happened in Ezion, Swiber EZRA and etc to think about what will happen to sembcorp marine. Temasek did her best to keep Keppel and sembcorp marine employees or related companies employees to secure their rice bowl. But there is not their responsibility to take care shareholders since majority shareholders don?t rely share price performance as their rice bowl. Singpost      ( Date: 09-Nov-2019 12:42) Posted: why keep going down ?
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Singpost Master	09-Nov-2019 12:42        Singpost About Contact  Quote this Post!
x 0   x 0  Alert Admin	why keep going down ?
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Octavia Supreme	08-Nov-2019 22:36        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Sembcorp Marine delivers Q7000 well intervention semi-submersible rig to Helix https://www.sembmarine.com/2019/11/08/sembcorp-marine-delivers-q7000-well-intervention-semi-submersible-rig-to-helix
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