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Sembcorp Ind
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OCBC
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naoshingo
Elite |
15-Sep-2020 14:05
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Gaining monopoly in every sector... Data Center....residential...industrial... I think SCI may still have news under their pillow not released... 
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lawsershare
Senior |
15-Sep-2020 14:01
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Sembcorp, Google sign multi-year renewable energy dealhttps://www.straitstimes.com/business/companies-markets/sembcorp-to-supply-google-singapore-with-renewable-energy-from-hdbLooks like more demand is coming... 
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ahbui8
Master |
15-Sep-2020 13:05
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Any idea how sembcorp can remain in STI index, I personally think sembcorp price need to be above $1.60 at least by next review, a huge mountain to climb 😂 | ||||
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Longtermer
Elite |
15-Sep-2020 11:41
Yells: "A disciplined investor is a wealthy investor" |
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Once the selling stop.. next step is?
Results will be good post demerger..
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TigerPlay
Master |
15-Sep-2020 11:28
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all the excitment gone from SCi. Back to norm and stay around 1.17 to 1.20. Vol oso retracted very much, back to 1m to 2m only. Guess alot of SCi SH exit, i oso sold everything off. |
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ADS2200
Veteran |
15-Sep-2020 11:17
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not much action with sci. | ||||
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raykee
Veteran |
15-Sep-2020 10:45
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ya lor, i wish to read too
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dealingroom88
Member |
15-Sep-2020 10:32
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BB might be accumulating at 1.19
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naoshingo
Elite |
15-Sep-2020 10:12
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Could be fake Q to blur Shortist to short....LOL
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ahbui8
Master |
15-Sep-2020 09:56
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$1.20 and above, Q to sell all above 1 million vol. Think this share no more big up in short term. |
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dealingroom88
Member |
14-Sep-2020 13:52
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I expect the consolidation happening in the next three to six mths
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dealingroom88
Member |
14-Sep-2020 13:26
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TH also knows tht so theres more urgency to consolidate the industry to achieve greater cost savings like wat other country are doing.
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Bry_2004
Member |
14-Sep-2020 12:58
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yes..what i am trying to say here is..SMM could v well be one of Temasek' s losses..it has great potential to go in that direction..at least this is how it looks for now and its sunset industry.. | ||||
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FATABA
Supreme |
14-Sep-2020 12:47
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Dont just look at a few lost which is make known w LOT of noises by ppl. 2004 to now 16yrs ....there are HARD data the profolio has grown several times ...if not wrong to 300+ B currently. T is a long term investor not by 1,2 or even 3 yrs. Always see the big picture ....certainly dont expect 10 investment all turn to gold ....there will b some lost in a profolio . Dyodd
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dealingroom88
Member |
14-Sep-2020 12:17
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Temasek's efforts to support its Singapore-listed holdings in the face of Covid-19 could enliven the local market WHEN Temasek Holdings reports its annual performance, it isn't its total return or the views of its top executives about the global economy that I find most interesting. Instead, it is the seemingly unending list of up-and-coming companies around the world in which Temasek has invested that really arouses my curiosity. The names of these companies are reeled off in Temasek's press releases almost in passing. Yet, many of them are involved in very exciting segments of the technology and life sciences fields, and have fascinating stories of their own. Among the companies mentioned in Temasek's latest annual review last week was Beam Therapeutics, a small biotechnology company that is developing precision genetic medicines. Another was Duck Creek Technologies, a software provider to insurers, which had a roaring debut on Nasdaq last month. Then, there was BenevolentAI, a UK-based company that uses artificial intelligence to discover and develop new medicines. Temasek reportedly invested in the company in 2019 on terms that valued it at about US$1 billion. Benevo-lentAI had been valued at as much as US$2 billion during a fund raising in 2018. Interestingly, this steep mark down in BenevolentAI's valuation is said to have helped sink the fund management business of star money manager Neil Woodford last year. Yet, in the face of the Covid-19 turmoil, Temasek's moves in its home market have suddenly become very exciting too. While the companies involved are hardly on the cutting edge of technology, Temasek's efforts to support them, and unlock value, is no less inspiring for investors. Temasek's role in the two-stage corporate exercise involving Sembcorp Marine (SMM) and Sembcorp Industries (SCI) that was completed last week is a case in point. Under the deal, SMM raised some S$2.1 billion through a 5-for-1 rights issue of new shares priced at S$0.20 each. SCI and SMM then de-merged, through a distribution in-specie of SCI's stake in the recapitalised SMM. Only 90.2 per cent of the more than 10.46 billion SMM rights shares were taken up though. This included the maximum 7.5 billion SMM rights shares that SCI had undertaken to buy. Even though SCI owns 61 per cent of SMM, it had agreed to take up as much as 72 per cent of the rights issue. SCI is paying for these rights shares by offsetting a S$1.5 billion subordinated loan it extended to SMM last year. The unsubscribed 9.8 per cent of SMM rights issue - totalling nearly 1.03 billion shares - went to Temasek, under a sub-underwriting deal. This would have cost Temasek almost S$205.7 million. SCI then distributed its enlarged holding of 8.77 billion shares in the recapitalised SMM to its shareholders, on the basis of 4.911 SMM shares per SCI share. SCI and SMM closed Friday at S$1.18 and S$0.163 respectively. SCI versus SMM The whole corporate exercise has been hard on shareholders of SMM. Besides having to fund a big rights issue, their rights shares are now trading underwater. On the other hand, shareholders of SCI - including Temasek - have done quite well. Just before the deal was announced, SCI traded at S$1.53. But holders of each SCI share now also have 4.911 shares in SMM. The current total value of their SCI and SMM shares would be S$1.98. From Temasek's perspective, before the deal was announced, its 49.3 per cent stake in SCI had a market value of nearly S$1.35 billion. After spending nearly S$205.7 million backstopping SMM's rights issue, and receiving its entitlement of SMM shares from SCI's distribution in-specie, the investment company would now also be holding some 5.35 billion SMM shares, or about 42.6 per cent of the whole company. The current market value of Temasek's stake in SMM is about S$872.7 million, while its stake in SCI is worth almost S$1.04 billion. This adds up to about S$1.91 billion. The big question is where shares in SCI and SMM go from here. For now, the consensus seems to be that the re-rating of SCI has been entirely justified. Without SMM weighing it down, SCI will be more profitable and have a stronger balance sheet. According to pro forma estimates, SCI's earnings per share would increase by 22 per cent, its return on equity would rise by 4.4 percentage points to 7.9 per cent, and its total borrowings would decline by S$2.9 billion to S$8.7 billion (including perpetuals). On the other hand, the market price of SMM could continue to be weighed down in the weeks ahead, as an avalanche of new shares hit the market. SMM also faces a tepid business outlook in the immediate term. Yet, SMM has a significantly strengthened balance sheet after its rights issue. On a pro forma basis, its net gearing would have been cut from 1.82 times to 0.45 times. That would enable SMM to better execute its existing projects, compete for more high-value work, and pursue merger and acquisition opportunities. SMM is now trading at just 53 per cent of its book value. | ||||
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arctician1982
Senior |
14-Sep-2020 12:12
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anyone can share the full business times article on temasek plan for SCI, no subscription | ||||
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Bry_2004
Member |
14-Sep-2020 11:48
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why cant TH lose $? has TH not lost $ before? there are many to name in fact..just take a look at one of the recent ones..hph trust which was booted out of STI late last year. Temasek invested in the company since its IPO days..the rest..history speaks for itself..
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mesuper
Member |
14-Sep-2020 11:34
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It cannot be TH will lost money.TH sell 100 lot @.20cts, then buy back 99 lot @19.8 cts, and then do the same on and on to push down the price. Two benenits, 1) by follow the trends down, they profit, not lost money 2) press weaker mind to sell to them at cheaper price.
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dealingroom88
Member |
14-Sep-2020 11:21
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TH already losing 20 percent value on smm rights issue | ||||
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jason_life
Member |
14-Sep-2020 11:07
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get a life bro...... not funny by repeating ppl plight
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