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Charlie2310 Senior	12-May-2015 20:47        Charlie2310 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thor and Loki weren' t equally treated. ) KAMAL0883      ( Date: 12-May-2015 17:30) Posted: both are Temasek s son so equaly treated Charlie2310      ( Date: 12-May-2015 13:37) Posted: Testing $4.20 support...but seems like no one here interested in this stock.
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eaton1977 Member	12-May-2015 19:20        eaton1977 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can slowly buy if below 4.
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KAMAL0883 Supreme	12-May-2015 17:30        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	both are Temasek s son so equaly treated Charlie2310      ( Date: 12-May-2015 13:37) Posted: Testing $4.20 support...but seems like no one here interested in this stock.
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yohowslife Member	12-May-2015 16:46        yohowslife About Contact  Quote this Post!
x 0   x 0  Alert Admin	keppel corp is a better buy compared to sembcorp industries due to its lower exposure to the oil and gas industry as well as better value in terms of a higher dividend yield http://www.investark.com/Analysis38kepcorpvsembcorp1q15.html
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Charlie2310 Senior	12-May-2015 13:37        Charlie2310 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Testing $4.20 support...but seems like no one here interested in this stock.
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Charlie2310 Senior	12-May-2015 09:41        Charlie2310 About Contact  Quote this Post!
x 0   x 0  Alert Admin	NAV is $3.30.
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KAMAL0883 Supreme	11-May-2015 15:41        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	At A Glance Issued Capital (m shrs) 1,784 Mkt. Cap (S$m/US$m) 8,010 / 6,053 Major Shareholders Temasek Holdings Pte Ltd (%) 49.6 Mondrian Investement (%) 5.0 Free Float (%) 45.4 Avg. Daily Vol.(&lsquo 000) 3,344 FATABA      ( Date: 11-May-2015 15:32) Posted: Strong support of buy volume are coming up around 4.25 ..... Semb corp is showing good value around this region for longer term holding. : ) buysellbuysell      ( Date: 11-May-2015 13:46) Posted: Probably now is the time to pickup some for this counter,   4.2x looks good probably
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FATABA Supreme	11-May-2015 15:32        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Strong support of buy volume are coming up around 4.25 ..... Semb corp is showing good value around this region for longer term holding. : ) buysellbuysell      ( Date: 11-May-2015 13:46) Posted: Probably now is the time to pickup some for this counter,   4.2x looks good probably KAMAL0883      ( Date: 04-May-2015 16:53) Posted: pre XD closed at 4.73 few days after XD 4.45 Down 0.28 cents = $280.00  ...Dividend $110.00... Very hard hit for those who bought in on last day of pre XD This kind SG share mkt
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buysellbuysell Master	11-May-2015 13:46        buysellbuysell About Contact  Quote this Post! Style: Flexible   Mood: Yells: "someone please sell down low so that others can buy low"
x 0   x 0  Alert Admin	Probably now is the time to pickup some for this counter,   4.2x looks good probably KAMAL0883      ( Date: 04-May-2015 16:53) Posted: pre XD closed at 4.73 few days after XD 4.45 Down 0.28 cents = $280.00  ...Dividend $110.00... Very hard hit for those who bought in on last day of pre XD This kind SG share mkt buysellbuysell      ( Date: 24-Apr-2015 08:26) Posted: semb corp just ex-cd, potential correction around to 4.2x from current price as investors seek other plays unless there are good news to woo investors to push the stock up till 5.xx there maybe other counters to consider to participate to diversify your portfolio. Vallianz 0.067, GMG 0.077, jaya 0.053, sinocontruction 0.041 of course you need to look into where is your monies going, which is the more attractive counter, and which counter have good products and better potential. suggestion is don' t put all the eggs in one basket
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hlfoo2010 Master	11-May-2015 12:43        hlfoo2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	BOARD OVER PAId. CHANGE NEEDERD???   Charlie2310      ( Date: 11-May-2015 10:38) Posted: 这 把 刀 锋 利 . Be wary, don' t catch a falling knife!  Dump it while you still can! SCI is over-valued.  Expect it to dip to under $4.
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Charlie2310 Senior	11-May-2015 10:38        Charlie2310 About Contact  Quote this Post!
x 0   x 0  Alert Admin	这 把 刀 锋 利 . Be wary, don' t catch a falling knife!  Dump it while you still can! SCI is over-valued.  Expect it to dip to under $4.
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Charlie2310 Senior	09-May-2015 16:52        Charlie2310 About Contact  Quote this Post!
x 0   x 0  Alert Admin	From Motley Fool: Here&rsquo s a rundown on the company&rsquo s latest set of financial figures: Overall revenue for SembCorp Industries for the quarter was down 11% on a year on year comparison, coming in at around $2.34 billion. Consequently, net profit for the period fell a whopping 23.3% to around $187.7 million. Earnings per share (EPS) thus also fell 23.6% from 10.19 cents in the first quarter last year to 7.79 cents in the reporting quarter. Cashflow from operations came in at $152.1 million for the first quarter of 2015 with capital expenditures clocking in at $390 million. This gives SembCorp Industries a negative free cash flow of $237.9 million for the reporting quarter, down from the free cash flow of $567 million seen a year ago. As of 31 March 2015, the company had $1.6 billion in cash and equivalents and $5.5 billion in borrowings. This gives a net debt position of $3.9 billion. Notably, $2.4 billion of the $5.5 billion in borrowings will be due only after five years. In any case, Sembcorp Industries&rsquo balance sheet has weakened from a year ago when it had a net debt position of -$734.5 million (meaning to say it had more cash than debt). Current PE ratio is at around 10x.  Keppel Corp trades around a little under 9x. SCI has EPS of 0.44.  Assuming 9x PE, fair price is $3.96.
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Charlie2310 Senior	09-May-2015 13:41        Charlie2310 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sembcorp shares hit one-month low as 1Q2015 results miss forecasts By Frankie Ho / theedgemarkets.com | May 8, 2015 : 10:12 AM MYT Share on facebook Share on twitter Printer-friendly versionSend by emailPDF version SINGAPORE (May 8): Shares of Sembcorp Industries fell to their lowest in a month on concerns that business in the coming quarters will remain under pressure after the company reported 1Q2015 results that missed expectations. The stock fell as much as 3.6% to $4.33 in early trading. At 10:11am (0211 GMT), it was down 3.1% at $4.35. " Apart from weak margins and ship repair (contributions) from Sembcorp Marine, Sembcorp industries&rsquo own utilities profit struggled in Singapore and the ramp-up in India was slow," CIMB analyst Lim Siew Khee pointed out in a note. Lim, who has a " hold" rating on the stock, lowered her price target to $4.30 from $4.57 after cutting her 2015 to 2017 earnings per share estimates by 10% to 17%. Sembcorp' s revenue in 1Q2015 fell 11% y-o-y to $2.3 billion, hurt by a 21% fall in contributions from its utilities business. Net profits from all three businesses - utilities, marine and urban development - declined. The biggest fall was seen in the urban development unit as there were no land sales during the quarter. The result was a 23% fall in overall earnings to $142.2 million. Credit Suisse, which has a " neutral" call on the stock, reduced its price target to $4.20 from $4.50 after cutting its 2015 to 2017 earnings per share forecasts by 8% to 12%. The company' s 1Q15 earnings represent only 18% of consensus FY2015 estimates as weakness in its utilities and urban development businesses " provided a further drag" to declining profits from SembMarine, according to Credit Suisse analysts Gerald Wong and Hwang Shih Haur.
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Lionel84 Member	08-May-2015 16:22        Lionel84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	orders may last out a few years, but a fact that cannot be denied that, for this financial year, orders has substantially decreased. It may not be reflected now, but sooner or later utilities might not get hit so badly, but it is, ultimately, not their core business yet
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FATABA Supreme	08-May-2015 15:53        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 1   x 0  Alert Admin	Dont forget that BOTH Semb marine and Kep have orders that last them out the next few years. Cancellation cant be 100%. and they are STILL profitable. The mother share...which  mentioned earlier Semb Corp has utility and other divisions. India business and infrastruture is doing well. So ...the drop today is not really justify but stock market is like this ....long term view than its very different.   Lionel84      ( Date: 08-May-2015 11:35) Posted: will the next few quarters be hit due to the low oil price? first quarter already showing some signs
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KAMAL0883 Supreme	08-May-2015 12:50        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	unless oil drop to USD40 and below .... Lionel84      ( Date: 08-May-2015 11:35) Posted: will the next few quarters be hit due to the low oil price? first quarter already showing some signs
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Lionel84 Member	08-May-2015 11:35        Lionel84 About Contact  Quote this Post!
x 0   x 0  Alert Admin	will the next few quarters be hit due to the low oil price? first quarter already showing some signs
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KAMAL0883 Supreme	08-May-2015 11:23        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	last chance to board the ship below $4.40 .... going to sail above $4.50 soon KAMAL0883      ( Date: 08-May-2015 09:56) Posted: Marine ( SMM ) is one of SCI' s son of course buy father first .... if you have got extra $ can also consider the son FATABA      ( Date: 08-May-2015 09:51) Posted: Me too....good to start to take small share and accumulate. also deciding if the pure marine or mother is better or BOTH ( haha )
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KAMAL0883 Supreme	08-May-2015 09:56        KAMAL0883 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Marine ( SMM ) is one of SCI' s son of course buy father first .... if you have got extra $ can also consider the son FATABA      ( Date: 08-May-2015 09:51) Posted: Me too....good to start to take small share and accumulate. also deciding if the pure marine or mother is better or BOTH ( haha ) KAMAL0883      ( Date: 08-May-2015 09:30) Posted: Good to pick some durian at this price
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FATABA Supreme	08-May-2015 09:51        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Me too....good to start to take small share and accumulate. also deciding if the pure marine or mother is better or BOTH ( haha ) KAMAL0883      ( Date: 08-May-2015 09:30) Posted: Good to pick some durian at this price Octavia      ( Date: 08-May-2015 09:12) Posted:   1Q15 results missed. Net profit fell 23.1% to $142.2m on revenue of $2.34b (-11%), with top-line led by a decrease in utilities revenue (-21%) from lower gas offtake and lower HSFO prices from its S&rsquo pore operations. Meanwhile marine&rsquo s (-2%) decrease was due to lower revenue recognition for rig building projects and lower average revenue per repair vessels. Gross margin inched up 0.4ppt to 12.3%. Bottom-line was further weighed by $10.2m fair value losses on FX forward contracts and a 71.9% rise in finance expenses to $31.2m as a result of the consolidation of SGI and Marine&rsquo s higher bank borrowings. Associate and JV contributions fell 25% to $40.0m, due to lower contribution from Urban Development&rsquo s China operations and Marine&rsquo s associates. NAV/share of $3.31.
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