| Latest Forum Topics / Seatrium Last:0.091 -- |
|
|
SembCorp Marine- The new Frontier.
|
||||||
|
naoshingo
Elite |
30-Jan-2021 11:16
|
|||||
|
x 0
x 0 Alert Admin |
That' s is very true. Absolutely agree your pointer as well. Taiwan is also another country that grew and expanded its GDP in 2020...
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
bystander1965
Supreme |
30-Jan-2021 11:11
Yells: "What I say is just my assessment. DYODD" |
|||||
|
x 0
x 0 Alert Admin |
As much as people don' t like D.Trump....I think he is one of the only person that go head to head with China.. Sorry but where did he lead the world to? Chaos everywhere especially if you are outside of US. For them in the US, was it really better? His policies actually caused even more job losses. The pandemic helped him cover up that. Perhaps that was why he didn' t want to do anything about the COVID. So that he could blame everything on that, and conveniently on China that he labelled as the source. Anyway, it was a lost opportunity by US. Another president probably would have executed it better if s/he wanted to guard against China. Now even EU is weary of US and didn' t think US was trustworthy any more and quickly signed a deal with China to protect themselves first. The damage will be long lasting if not forever. Think China would be very happy with the outcome of the past 4 years, especially now they are the only major economy that has already begun its recovery. If anything, this probably would have embolden them.  
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
|
||||||
|
bystander1965
Supreme |
30-Jan-2021 11:05
Yells: "What I say is just my assessment. DYODD" |
|||||
|
x 0
x 0 Alert Admin |
Company buy back is just a symbolic move to tell the markey, hey it' s undervalue. But with SMM, you can' t achieve that effect atm. So better for them to keep the cash. Anyway they say they will be prudent with the cash raised.
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
naoshingo
Elite |
30-Jan-2021 11:01
|
|||||
|
x 0
x 0 Alert Admin |
That' s why I also think the US-China Trade war has it' s place... Helping other smaller players like Singapore to be able to compete with China. China when it is too big, they could monopolised everything..from telecomm, O& M, payment and banking....to your clothes and toys...LOl... As much as people don' t like D.Trump....I think he is one of the only person that go head to head with China..
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
naoshingo
Elite |
30-Jan-2021 10:54
|
|||||
|
x 0
x 0 Alert Admin |
Wilmar is a classic example...at price 4.25, the CEO Kuok keeps buying and buying but price keeps tanking...didn' t go up. Then suddenly explores.. Sometime, market hard to tell....
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
|
||||||
|
Ipoh123
Senior |
30-Jan-2021 09:20
|
|||||
|
x 0
x 0 Alert Admin |
Price already crossed below 20ma, weakness in price.  | |||||
| Useful To Me Not Useful To Me | ||||||
|
bystander1965
Supreme |
30-Jan-2021 07:24
Yells: "What I say is just my assessment. DYODD" |
|||||
|
x 0
x 0 Alert Admin |
Oh yes I know the reasons for allowing shorts. And it's quite obvious that every time when the % gets high the action starts to turn around kind of short squeezing. Whether smm has cash to buy or not is immaterial. I would rather they spend it meaningfully bringing true values to her sh. It's not in the business of trading. Routine buy back is ok as long as there's spare cash but not to the extent of defending it.
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
bystander1965
Supreme |
30-Jan-2021 07:09
Yells: "What I say is just my assessment. DYODD" |
|||||
|
x 0
x 0 Alert Admin |
GameStop is different. It has more outstanding short positions then stock available. Hence the shortlists are not able to cover resulting in this frenzy.
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
|
||||||
|
better
Elite |
30-Jan-2021 00:17
|
|||||
|
x 0
x 0 Alert Admin |
Bracing for an oil and gas spending rebound in 2021, Chinese yards outcompete Asian rivals on costsOctober 13, 2020 (Rystad Energy)
Offshore investments are expected to rebound from 2021 and oil and gas operators will be looking for yards to build new facilities, with 40% of these contracts expected to be floating production storage and offloading (FPSO) units in the next five years. While higher, budgets will be quite cost-wary and among Asian rivals, Chinese yards stand better-placed to attract them, a Rystad Energy analysis shows. Asia is the undisputed market leader for construction and conversion of FPSO vessels, with leading fabrication yards for hull construction mainly located in China, Singapore, South Korea and Japan. Low unit prices, resulting from cheaper labor and material prices, combined with large capacity, have helped these yards attract customers for offshore fabrication from all around the world. Rystad Energy has compared hull construction costs for a newly built FPSO among these yards and found that, despite scoring low on productivity, Chinese yards are the most competitive with 30% lower prices than their Japanese rivals. Building a hull in a Chinese yard costs on average $94 per cubic meter. South Korea follows with $111, Singapore with $128 and Japan with $135 per cubic meter. &ldquo Even if Chinese productivity is the least competitive, low wages compensate for the productivity deficit, allowing the country to offer the most competitive hull construction costs in the region. And with up to 50 FPSO projects possibly committed in the next five years, Chinese yards are well-placed to tap considerable contract opportunities,&ldquo says Sara Sottilotta, energy service research analyst at Rystad Energy. Asian labor rates are among the lowest globally, but still differ considerably from country to country. Looking at the mean hourly wage in USD for construction workers, China has the lowest labor rates with an hourly wage amounting to less than $5, followed by Singapore with $11.8 per hour. Japan and South Korea have more than twice the Chinese mean hourly wage with of $15.6 and $16.5, respectively.
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
WiseInvestor
Elite |
30-Jan-2021 00:07
Yells: "Forex Biz Opportunity for traders!" |
|||||
|
x 0
x 0 Alert Admin |
It is believed that some hedge funds shorting most STI stocks heavily even though these companies have strong fundamentals and are poised to be on the recovery to pre-Covid-19 level this year. However, how unethical hedge funds conduct much daily shorting activities! In general, hedge funds have been manipulate with evil intents, especially to the benefits of themselves, and to the expense of others (trading retailers, especially those holding CFD for so long will face trouble of margin call and then forceselling). Hedge funds and their related institutional funds' secret colloboration are still possible, often seeing married deals in dark market away from trading price. STI is very laggard compared to Sk, China, Australia, NZ, Japan, etc cos of unusual high short positions (shares) major hedge funds are holding.  Sembcorp Marine, SPH and Singtel are the worst, being 3 top short positions. Singtel' s credit rating has been upgraded to stable, and with many other good news including profit turnaround in Airtel and other associaties' s good contribution to revenue growth, acceralated digital growth, new additional revenue steam from 5G enterprise. It is recently heard that Optus' s telecommunicaiton performance become stable this year. Ironically, Sinktel still remain currently under Category 5 wind attack of hedge funds. Foods for thoughts: Like Reddit Investors group in the US, Malaysia investors did to glove-related stock. How about Singapore investors? Is it legal for the group to be at war with hedge funds with evil intents of benefiting themself and damaging long term value? |
|||||
| Useful To Me Not Useful To Me | ||||||
|
TA_Expert
Supreme |
29-Jan-2021 23:18
Yells: "The World has changed" |
|||||
|
x 0
x 0 Alert Admin |
Short selling is legal as long as it fulfilled SGX' s rules. Short sellers target companies with poor fundamentals or lack of support by funds, easy targets. On the other hand, short squeeze traders pushed up heavily shorted companies to wipe out shortists. Therefore, it is a balanced equation. The question is which side should you standing. Short squeeze is super profitable. I have just witnessed somebody made $900K from GameStop while many institutional funds which shorted it in the past all killed. The market cannot stop or ban short squeeze because it is part of the equation. If you ban short squeeze, then you have to ban short selling too.
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
better
Elite |
29-Jan-2021 23:05
|
|||||
|
x 0
x 0 Alert Admin |
Short selling is good and help in price discovery of the market. At the right time, it will be rocket fuel for the rally. Remember Tesla is the most shorted stocks in human history. No doubt it is quite painful now even when I am holding my positions without leverage. Nevertheless,  am thankful that I am spreading out my new purchases into bite size daily portions. So I could continue to add daily forever. Putting things into perspective, free float on the market is only about 3.75 billion shares (free shares to SCI shareholders ex Temasek) To buy back the whole lot at 20 cents will only cost Sembmarine $750 million which they can easily afford with their cash hoard of $1.7 billion post rights issue. Sermbmarine has been doing shares buyback regularly til 2017. That, I believe will surely be tabled at the next AGM. Smart money are definitely flowing in, trying to buy up as much of the 3+billion shares as possible. As usual, the stock market is a strange place. The higher the price, the more people want to buy. The lower the price, the more people want to sell.
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
|
||||||
|
bystander1965
Supreme |
29-Jan-2021 22:46
Yells: "What I say is just my assessment. DYODD" |
|||||
|
x 0
x 0 Alert Admin |
DBS capland all good fa sticks also get shorted heavily. What are you talking about
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
bystander1965
Supreme |
29-Jan-2021 22:24
Yells: "What I say is just my assessment. DYODD" |
|||||
|
x 0
x 0 Alert Admin |
It's legal. So no one would do anything.
I also don't want smm to waste its previous cash to defend the stock price. It can't. Look at tg. Wasted so much money the price still dropped like a stone. Sgx do you think they care? More shorts they get more money. They won't give a damn because their own bottomline is more important. Why do you think we have so many crappy listings from you know where. Government I guess mas is more appropriate. As long as no law is broken they can't do anything also.
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
lhc1964
Senior |
29-Jan-2021 22:23
|
|||||
|
x 0
x 0 Alert Admin |
If the fundamentals are good , do you think short sellers dare to short sell ? | |||||
| Useful To Me Not Useful To Me | ||||||
|
Goldfinger
Supreme |
29-Jan-2021 22:22
|
|||||
|
x 0
x 0 Alert Admin |
But, good for us to buy cheap REITS that pay high dividends right?
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
DLP123
Senior |
29-Jan-2021 22:14
|
|||||
|
x 0
x 0 Alert Admin |
Today short selling recorded 32.7% Is SG market more profitable by short selling ?  Is the relevant authorities- SCM/SGX/SG government NOT going to do anything ? 
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
weishent
Elite |
29-Jan-2021 19:48
|
|||||
|
x 0
x 0 Alert Admin |
Only SG market get sell off. Dow and oil going green. sigh | |||||
| Useful To Me Not Useful To Me | ||||||
|
Playersoon
Member |
29-Jan-2021 18:48
|
|||||
|
x 0
x 0 Alert Admin |
Wait ah....My money printer no ink.
😂
|
|||||
| Useful To Me Not Useful To Me | ||||||
|
Stocky901
Supreme |
29-Jan-2021 18:21
|
|||||
|
x 0
x 0 Alert Admin |
From now till full year results is out, this is a super shortist favourite, gone case.. 😡 😨 | |||||
| Useful To Me Not Useful To Me | ||||||

