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Checkerman Master	07-Jul-2023 09:45        Checkerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	HIGH possibility to see 5.08 easywin      ( Date: 07-Jul-2023 09:36) Posted: Some shortists taking profit at this range, hopefully can hold but if break 5.10 than hard time again stockpicker      ( Date: 07-Jul-2023 09:29) Posted: No sign showing that they will go down to $ 5/=.  May be stop short of 5.15- 5.17 or thereabout.
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easywin Supreme	07-Jul-2023 09:36        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Some shortists taking profit at this range, hopefully can hold but if break 5.10 than hard time again stockpicker      ( Date: 07-Jul-2023 09:29) Posted: No sign showing that they will go down to $ 5/=.  May be stop short of 5.15- 5.17 or thereabout.    easywin      ( Date: 07-Jul-2023 09:20) Posted: Shortist easy money just take advantage from JP morgan target price
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stockpicker Master	07-Jul-2023 09:29        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	No sign showing that they will go down to $ 5/=.  May be stop short of 5.15- 5.17 or thereabout.    easywin      ( Date: 07-Jul-2023 09:20) Posted: Shortist easy money just take advantage from JP morgan target price  TradeExpert      ( Date: 07-Jul-2023 09:11) Posted: Next support level at $
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pasttime Supreme	07-Jul-2023 09:27        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	traders now know 1 big boy want down to collect. so play along. let the down force exhausted then collect low and let big boy do the push work. dyodd
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easywin Supreme	07-Jul-2023 09:20        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortist easy money just take advantage from JP morgan target price  TradeExpert      ( Date: 07-Jul-2023 09:11) Posted: Next support level at $5 easywin      ( Date: 07-Jul-2023 09:03) Posted: All run away, no support?
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talonn Member	07-Jul-2023 09:17        talonn About Contact  Quote this Post!
x 0   x 0  Alert Admin	BB still taking profit?
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stockpicker Master	07-Jul-2023 09:16        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will see how they play out.      May be they short this morning because of 11 times PE ratio is too high. They jolly well know that companies involving renewable energy usually have high PE ratio.  PE ratio of more than 30 is quite common in the US.    This is because it is free energy. TradeExpert      ( Date: 07-Jul-2023 09:11) Posted: Next support level at $5 easywin      ( Date: 07-Jul-2023 09:03) Posted: All run away, no support?
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TradeExpert Veteran	07-Jul-2023 09:11        TradeExpert About Contact  Quote this Post!
x 0   x 0  Alert Admin	Next support level at $5 easywin      ( Date: 07-Jul-2023 09:03) Posted: All run away, no support?
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Checkerman Master	07-Jul-2023 09:07        Checkerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	better avoid this SCI and take a backseat play by fund manager easywin      ( Date: 07-Jul-2023 09:03) Posted: All run away, no support?
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easywin Supreme	07-Jul-2023 09:03        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	All run away, no support?
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TradeExpert Veteran	07-Jul-2023 09:02        TradeExpert About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly... Let' s clap hands for those who sold especially the fund houses who overly shorted.  s100125      ( Date: 07-Jul-2023 08:56) Posted: SCI market cap has recently crossed $10 billion, setting it up to be potentially included in the MSCI Index in August to November review period.  TradeExpert      ( Date: 07-Jul-2023 08:32) Posted: Drop to $4.5? Maybe the fund houses fat hope wishes.... Lolxx If drop to around $5, many will just load up and wait for it to go up to at least $6. The prospectus are very Bright and the future when looking back, will feel that this counter is heavily undervalued.  The fund houses can prepare to lose their pants for overly short the counter.    They will scramble to cover position to cut losses and this means the counter will chiong up fast and furious.
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s100125 Elite	07-Jul-2023 08:56        s100125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCI market cap has recently crossed $10 billion, setting it up to be potentially included in the MSCI Index in August to November review period.  TradeExpert      ( Date: 07-Jul-2023 08:32) Posted: Drop to $4.5? Maybe the fund houses fat hope wishes.... Lolxx If drop to around $5, many will just load up and wait for it to go up to at least $6. The prospectus are very Bright and the future when looking back, will feel that this counter is heavily undervalued.  The fund houses can prepare to lose their pants for overly short the counter.    They will scramble to cover position to cut losses and this means the counter will chiong up fast and furious.
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TradeExpert Veteran	07-Jul-2023 08:32        TradeExpert About Contact  Quote this Post!
x 0   x 0  Alert Admin	Drop to $4.5? Maybe the fund houses fat hope wishes.... Lolxx If drop to around $5, many will just load up and wait for it to go up to at least $6. The prospectus are very Bright and the future when looking back, will feel that this counter is heavily undervalued.  The fund houses can prepare to lose their pants for overly short the counter.    They will scramble to cover position to cut losses and this means the counter will chiong up fast and furious.
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stockpicker Master	07-Jul-2023 08:00        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	BTW.    She is only a intern in NUS,  reporting for Bloomberg.  Wonder where she got the news from.  May be she was tricked by someone to write the report. https://sg.linkedin.com/in/shubhangi-goel-b79909178 stockpicker      ( Date: 07-Jul-2023 07:46) Posted: The fake news is really susah.    SembCorp has a market cap of about $10 billion.  5% drop yesterday means $500 million has been wiped out.  Wonder if those who lost their pants will want to take actions to recover  or can they take any action at all?    What will happen to those who short or naked short yesterday believing that JP Morgan is a big big tua ki Ang Mo. Checkerman      ( Date: 07-Jul-2023 06:06) Posted: Ah huat la
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stockpicker Master	07-Jul-2023 07:46        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	The fake news is really susah.    SembCorp has a market cap of about $10 billion.  5% drop yesterday means $500 million has been wiped out.  Wonder if those who lost their pants will want to take actions to recover  or can they take any action at all?    What will happen to those who short or naked short yesterday believing that JP Morgan is a big big tua ki Ang Mo. Checkerman      ( Date: 07-Jul-2023 06:06) Posted: Ah huat lah Huataarrhh      ( Date: 06-Jul-2023 10:19) Posted: Sembcorp Falls as JPMorgan Rates New Underweight on Valuation 2023-07-06 01:33:58.129 GMT By Shubhangi Goel (Bloomberg) -- Sembcorp Industries declines as much as 3.2% as JP Morgan initiates coverage with an underweight rating, saying the company is trading at historically peak valuations of ~11 times Ebitda, which is an &ldquo overshoot level for the stock.&rdquo * Tailwinds from the conventional earnings segment, which make up 85% of SCI earnings, are set to reverse as Singapore tariffs peak, JP Morgan analysts including Sumedh Samant write in a note * Potential negative catalysts include lower wholesale tariffs ahead due to milder weather, fuel prices, power price caps: JPM * Estimates &ldquo every 10% decline in realized SG tariffs impacts SCI earnings by 6-7%&rdquo : JPM * Says &ldquo price discovery&rdquo is now complete as the stock trades at peak earnings multiples * Potential inclusion in MSCI Singapore in August will be a positive catalyst * Sets price target at S$4.5 * NOTE: Stock has gained more than 70% this year through June peak
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Checkerman Master	07-Jul-2023 06        Checkerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ah huat lah Huataarrhh      ( Date: 06-Jul-2023 10:19) Posted: Sembcorp Falls as JPMorgan Rates New Underweight on Valuation 2023-07-06 01:33:58.129 GMT By Shubhangi Goel (Bloomberg) -- Sembcorp Industries declines as much as 3.2% as JP Morgan initiates coverage with an underweight rating, saying the company is trading at historically peak valuations of ~11 times Ebitda, which is an &ldquo overshoot level for the stock.&rdquo * Tailwinds from the conventional earnings segment, which make up 85% of SCI earnings, are set to reverse as Singapore tariffs peak, JP Morgan analysts including Sumedh Samant write in a note * Potential negative catalysts include lower wholesale tariffs ahead due to milder weather, fuel prices, power price caps: JPM * Estimates &ldquo every 10% decline in realized SG tariffs impacts SCI earnings by 6-7%&rdquo : JPM * Says &ldquo price discovery&rdquo is now complete as the stock trades at peak earnings multiples * Potential inclusion in MSCI Singapore in August will be a positive catalyst * Sets price target at S$4.5 * NOTE: Stock has gained more than 70% this year through June peak
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Checkerman Master	07-Jul-2023 06:05        Checkerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow wonder where that burger who share this fake news stockpicker      ( Date: 06-Jul-2023 21:39) Posted: JP Morgan kuku liao.  Made a wrong assumption.    It said that  Signapore' s tarrif has peaked and SembCorp' s earning going forward will be affected by the tariff downward revision.    But SembCorp only has 1,260 MW co-generation plant in Sakra   the rest of 10,000 MW that contributed to SembCorp' s earnings are overseas.    How tomorrow' s trading will go? https://skyjuiceiswater3.blogspot.com/2023/07/sembcorp-industries-singapore-technical.html RETIREE_C      ( Date: 06-Jul-2023 17:29) Posted: Traders they know what greed and fear is. They make use of a slight negative news to create fears. Then they will collect more and let go batch by batch when nearer to SCI 1H result date   when prices are favourable to them.  Stock market has thousands of player with thousands of mind, that is why the price chart will never be a straight line.  No body can comment what you want to do with your monies.
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Login20 Master	06-Jul-2023 22:59        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you for clarification, I try to digest. Good night.  stockpicker      ( Date: 06-Jul-2023 22:52) Posted: The TCP is a price cap that limits how much the generating companies can price their electricity in Singaopre Wholesale electricity market. The electricity tariff is the one we used to pay to SingPower or the electricity retailers.  They are all measured in terms of Kwh,  the energy consumption unit.  Can be a bit confusing to many.   Login20      ( Date: 06-Jul-2023 22:44) Posted: I might be wrong, but it seem the same thing to me.
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stockpicker Master	06-Jul-2023 22:52        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	The TCP is a price cap that limits how much the generating companies can price their electricity in Singaopre Wholesale electricity market. The electricity tariff is the one we used to pay to SingPower or the electricity retailers.  They are all measured in terms of Kwh,  the energy consumption unit.  Can be a bit confusing to many.   Login20      ( Date: 06-Jul-2023 22:44) Posted: I might be wrong, but it seem the same thing to me.  stockpicker      ( Date: 06-Jul-2023 22:39) Posted: It is not TCP they are reporting but the potential downward revision of Singaopre' s electricity tariff that can affect SembCorp' s earnings in the future
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stockpicker Master	06-Jul-2023 22:48        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Understand Indonesia has just revised its tariff upwards and dun think China,  India that have subsidised electricity at super low rate of about US$ 0.07 to 0.09 per Kwh can maintain these rate without losing their pants. They will revise their tariffs upwards.  I see an increase in revenue from these tariff revisions. stockpicker      ( Date: 06-Jul-2023 22:39) Posted: It is not TCP they are reporting but the potential downward revision of Singaopre' s electricity tariff that can affect SembCorp' s earnings in the future. Login20      ( Date: 06-Jul-2023 22:29) Posted: This TCP news is not new, it was reported more than 2 weeks since 20 June 23. What make JP Morgan to report now? Busy
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