| Latest Forum Topics / Seatrium Last:0.091 -- |
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SEMBMARINE - A NEW CHAPTER - DEMERGED
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Godwinlow
Elite |
01-Feb-2021 23:17
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Danger, at what price you want to go in. Openly declare, so your reputation will go up up and up | ||||
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spanky
Member |
01-Feb-2021 19:32
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Keppel Corp is also hesitated to give up all O& M sectors, if aviation resume normal, oil is a demand unless Electrical Aircraft is invented within 5 years. Reduce exposure to O& M in keppel Corp give Semb Marine more opportunities to clinch contracts which keppel thinks of lose out. In all, merger is win for both, reduce competition as this industry some said is sunset. Well if oil is still main source of energy, renewable is not substainable as it depend on natural climate.  | ||||
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better
Elite |
01-Feb-2021 19:19
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Read that article in the morning. David Kuo is a little confused, to say the least.   If a merger is to happen, Sembmarine is ONLY going to absorb the Op Co.(The yards, talents, IPs and expertises of Keppel OM or all the good stuffs).
The Rig Co and Dev Co are legacy assets (the nicest term one can come out with to say stuffs that nobody wants) that lock up capital. Keppel Corp will have to solve that probvlem on its own.   |
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ICXGOLD
Master |
01-Feb-2021 18:15
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So, the merger of Rig Co and Dev Co with Sembcorp Marine could help minimise any headcount reduction in the yards overall. A larger, consolidated rig-builder could reap great economies of scale and maintain and warrant a large manpower base. And as far as Keppel Corporation is concerned, a merger would remove an albatross from around its neck and give it the freedom to pursue its Vision 2030. It could be a win-win for all concerned. David Kuo is the co-founder of The Smart Investor and previously the CEO of the Motley Fool Singapore.
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spanky
Member |
01-Feb-2021 17:20
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https://www.channelnewsasia.com/news/commentary/keppel-oil-rig-sembcorp-clean-energy-offshore-results-merger-14080956?cid=FBcna& fbclid=IwAR0UZLFBIvexfFFblYn00x7fkwTwGO9zfixuKRDxYF6Yo4EQjxVmWI9OnTc | ||||
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weishent
Elite |
01-Feb-2021 17:07
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We almost got it to be 0.145. need more supporters but considering this morning price. .144 closing is good.  | ||||
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DLP123
Senior |
01-Feb-2021 16:51
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Retail Buyback $14.1m last week. 
Still got room for more buyback this week, 33.3m-14.1m=19.2m.
Week of 18 & 25 Retail net Buy= $14.1m+    Institution net Buy= not top 10 stocks Institution buy    Week of 4 & 11 Jan Retail net Sell= $23.5+9.8= $33.3m Institution net Buy= $23.9m+      www.sgx.com/research-education/data-reports |
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weishent
Elite |
01-Feb-2021 16:50
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More support seem today. Hope someone can one mouth clear .145  | ||||
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tongphlp
Supreme |
01-Feb-2021 16:39
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ok
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weishent
Elite |
01-Feb-2021 16:38
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SCM need supporters help to make green today. lets go | ||||
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Bry_2004
Member |
01-Feb-2021 15:52
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A guy who is consistently inconsistent in his words 😁
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BrainiakZ
Member |
01-Feb-2021 15:29
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Toilet paper hands... flush! | ||||
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pkli899
Supreme |
01-Feb-2021 15:15
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Not united....too individualistic.....need somebody to lead. | ||||
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weishent
Elite |
01-Feb-2021 15:13
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Shorts coming in again | ||||
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weekaykee
Master |
01-Feb-2021 15:11
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Singaporeans have no guts. Will be too afraid of being hauled by for trying to manipulate the market.
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BrainiakZ
Member |
01-Feb-2021 15:10
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Sg no diamond hands eh... only paper hands... maybe even toilet paper hands. | ||||
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ICXGOLD
Master |
01-Feb-2021 15:08
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Sembcorp Marine is the right candidate for a short squeeze here in Singapore with 170 million shares that will need to buy to cover if retail investors can rally around this. Sellers are thin all the way upto 0.17. This is a ideal Gamestop candidate for SGX  | ||||
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weishent
Elite |
01-Feb-2021 15:04
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.145 cleared once. lets go | ||||
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albeniz
Veteran |
01-Feb-2021 14:23
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3pm is about to arrive. Time for shortists to cover back their position? | ||||
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weishent
Elite |
01-Feb-2021 14:08
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Well defended back to 0.145. go go go | ||||
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