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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
Piston88 Supreme	18-Feb-2021 09:15        Piston88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Omg blue black
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vivacious Supreme	18-Feb-2021 09:15        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	at wat price uiop1223      ( Date: 18-Feb-2021 09:03) Posted: Short 80k for fun
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Godwinlow Elite	18-Feb-2021 09:05        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Power uiop1223      ( Date: 18-Feb-2021 09:03) Posted: Short 80k for fun
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uiop1223 Supreme	18-Feb-2021 09:03        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Short 80k for fun
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Checkerman Master	18-Feb-2021 09:01        Checkerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	STI is slower than snail TigerPlay      ( Date: 18-Feb-2021 08:35) Posted: STI is very cautious. Pre covid when Dow is not even 30k, STI can hit 3500 or so, but now Dow is near 32K, STI still below 3000, tell me why the big laggard? If DOW fall say 10%, STI will collapse too, badly.Reason? stanleytay      ( Date: 18-Feb-2021 08:08) Posted: Nothing new in spore market.. look at the way our market moves when the rest of the mkts are going up. When oil price goes up, our oil stocks will just stagnant
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DLP123 Senior	18-Feb-2021 09:01        DLP123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Material provisions/asset write-off, not actual losses?  Per share cash still 14-16cts?  Preparing/leading to merger next, merger to better prepare for future challenge good news or bad? naoshingo      ( Date: 17-Feb-2021 23:17) Posted: Before any merger.,..Asset write-off is part of the process to cleanup the book...but again, it will rock the share price... Really have to hold tight... better      ( Date: 17-Feb-2021 23:02) Posted: The chain of events leading up to now is pointing very clearly towards a merger. Temasek, the puppet master, is very determined to broker it because they are thinking longer te It is true that Keppel OM and Sembmarine do not need the merger to thrive in the next 5yrs or so, since the offshore boom is already here. However, looking at the bigger picture, Sembmarine and Keppel OM is losing competitive advantage because shipyards in China and Korea are consolidating and getting bigger in their offshore operation. China shipyards are gaining experience in offshore wind because the China government is spending ten of billions on offshore wind farms and these contracts are all going to the Chinese yards. Size matters, in order to compete effectively and more profitably in the international arena
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lhc1964 Senior	18-Feb-2021 08:53        lhc1964 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Most important is to win new job , so far still no new job secured .
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TAURUSLIM Member	18-Feb-2021 08:51        TAURUSLIM About Contact  Quote this Post!
x 0   x 0  Alert Admin	funds flow to US market?
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TigerPlay Master	18-Feb-2021 08:35        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	STI is very cautious. Pre covid when Dow is not even 30k, STI can hit 3500 or so, but now Dow is near 32K, STI still below 3000, tell me why the big laggard? If DOW fall say 10%, STI will collapse too, badly.Reason? stanleytay      ( Date: 18-Feb-2021 08:08) Posted: Nothing new in spore market.. look at the way our market moves when the rest of the mkts are going up. When oil price goes up, our oil stocks will just stagnant. ICXGOLD      ( Date: 18-Feb-2021 07:21) Posted: What is puzzling is the timing, 4 days before results a guidance is more like trying to manipulate prices rather than add any value. They could have surprised the market with a huge write off, or given an update a month ago. why bother to give an update now ? Unless ofcourse need to trigger selling, so someone else can buy cheaper or coverbtheir short positions. Time will tell
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DLP123 Senior	18-Feb-2021 08:28        DLP123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brent crude above $64 stanleytay      ( Date: 18-Feb-2021 08:08) Posted: Nothing new in spore market.. look at the way our market moves when the rest of the mkts are going up. When oil price goes up, our oil stocks will just stagnant. ICXGOLD      ( Date: 18-Feb-2021 07:21) Posted: What is puzzling is the timing, 4 days before results a guidance is more like trying to manipulate prices rather than add any value. They could have surprised the market with a huge write off, or given an update a month ago. why bother to give an update now ? Unless ofcourse need to trigger selling, so someone else can buy cheaper or coverbtheir short positions. Time will tell
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msksmsks Supreme	18-Feb-2021 08:26        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don extrapolate too much till we see the numbers for crunching and scrutinising.. .as we do not know the provisions provided which lead to operating loss. msksmsks      ( Date: 18-Feb-2021 08:07) Posted: The loss already being warned and forecasted before thus share price being depressed for so long..... There might be a knee jerk but I'm opined we could h seen the worst after this clean up and poised for recovery. What's important is gg fwd n what's in store.....hopefully with some positive announcements aftermath. Cheers and stay safe
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stanleytay Master	18-Feb-2021 08:08        stanleytay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nothing new in spore market.. look at the way our market moves when the rest of the mkts are going up. When oil price goes up, our oil stocks will just stagnant. ICXGOLD      ( Date: 18-Feb-2021 07:21) Posted: What is puzzling is the timing, 4 days before results a guidance is more like trying to manipulate prices rather than add any value. They could have surprised the market with a huge write off, or given an update a month ago. why bother to give an update now ? Unless ofcourse need to trigger selling, so someone else can buy cheaper or coverbtheir short positions. Time will tell
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msksmsks Supreme	18-Feb-2021 08:07        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	The loss already being warned and forecasted before thus share price being depressed for so long..... There might be a knee jerk but I'm opined we could h seen the worst after this clean up and poised for recovery. What's important is gg fwd n what's in store.....hopefully with some positive announcements aftermath. Cheers and stay safe
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ICXGOLD Master	18-Feb-2021 07:33        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	Warning is warning, they never attached a figure or ex0ectation to it, to be worse ysh2006      ( Date: 18-Feb-2021 07:24) Posted: Profit warning may be worse than 3Q ? This may lead the way to merger with kep ?
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ysh2006 Supreme	18-Feb-2021 07:24        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Profit warning may be worse than 3Q ? This may lead the way to merger with kep ?
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ICXGOLD Master	18-Feb-2021 07:21        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	What is puzzling is the timing, 4 days before results a guidance is more like trying to manipulate prices rather than add any value. They could have surprised the market with a huge write off, or given an update a month ago. why bother to give an update now ? Unless ofcourse need to trigger selling, so someone else can buy cheaper or coverbtheir short positions. Time will tell
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Godwinlow Elite	18-Feb-2021 07:19        Godwinlow About Contact  Quote this Post!
x 0   x 0  Alert Admin	Steady  newbie19      ( Date: 17-Feb-2021 23:25) Posted: 4 trading days left before the announcement of results which is on 23 Feb. Tomorrow, lets monitor the movements, the ferocity and volumes first.. Godwinlow      ( Date: 17-Feb-2021 22:37) Posted: Watch sideline? Don' t buy? U my mentor le. Must teach me 😂
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ICXGOLD Master	18-Feb-2021 07:15        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks like they saw keppel write off 1 billion and see an opportunity to write down assets in this Quarter. I.e, wiping the slate clean. Losses for Q4 were forecast and expected. I guess this is to prepare shareholders for a large write off. As mentioned by others, 2 fundamentals remain unchanged, TH still majority owner and there is a potential recovery for oil demand in coming months, they key remains winning new contracts. So we wait for the results,
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newbie19 Supreme	17-Feb-2021 23:32        newbie19 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I am also learning stage..all are my mentors .🙏 🙏 😊 Godwinlow      ( Date: 17-Feb-2021 22:37) Posted: Watch sideline? Don' t buy? U my mentor le. Must teach me 😂   newbie19      ( Date: 17-Feb-2021 22:32) Posted: From tomorrow till 23 Feb ..the undercurrent is very unpredictable.. Just sit tight and watch....
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newbie19 Supreme	17-Feb-2021 23:25        newbie19 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	4 trading days left before the announcement of results which is on 23 Feb. Tomorrow, lets monitor the movements, the ferocity and volumes first.. Godwinlow      ( Date: 17-Feb-2021 22:37) Posted: Watch sideline? Don' t buy? U my mentor le. Must teach me 😂   newbie19      ( Date: 17-Feb-2021 22:32) Posted: From tomorrow till 23 Feb ..the undercurrent is very unpredictable.. Just sit tight and watch....
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