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SEMBMARINE - A NEW CHAPTER - DEMERGED
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Godwinlow
Elite |
12-Jan-2021 11:04
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Lim Siew Khee, CGS-CIMB Research Pte Ltd Can I just check, when do your 100 days start? LCH: Well, you can put it as end-September, early-October. Did you say that by the end of this 100 days, you might have an outcome of your strategic review of O& M? LCH: Yes, that would be one of the initiatives under the 100-day plan. We will share with the market at that time what we have. Ok, but you may not have a conclusion by then? Or would you have a conclusion by then? LCH: No, I mean we will share with the market at that time. I do not want to predict what the outcome is going to be. As I have said before, all options, both organic and inorganic, are being considered. For Keppel O& M, despite having more workforce resuming work, it was still making a loss. Is it because of the SMM that are restricting the ideal capacity to give you the right productivity levels? Am I right to say that is why you are still making a loss? LCH: I said earlier that at the gross profit level, Keppel O& M was profitable for the third quarter, but the gross profit was not sufficient to cover the total overhead cost. That is because the topline was very much reduced because of the reduced workforce, as well as the lower productivity of the workforce due to the SMM. That is why it is very important for Keppel O& M to rightsize and get the overhead costs under control. The team has worked very hard to identify levers to reduce overhead costs in excess of S$90 million starting from 2021.
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Godwinlow
Elite |
12-Jan-2021 11:00
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Yup. Mega merger!
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bystander1965
Supreme |
12-Jan-2021 10:51
Yells: "What I say is just my assessment. DYODD" |
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There may not be any conclusion. During the Q& A back then, a reporter asked explicitly if that means KC will have a plan on KOM by 100 days. Mr. Loh made it clear they would share whatever they have by that time. The market just latched on that as if there would be a definitive answer by the 100 days. It' s a complicated thing. After 100 days, if they could say what they " plan" to do is already a very aggressive move. |
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pkli899
Supreme |
12-Jan-2021 10:38
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Same thinking. Tedious & complicated, so need more time.
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Godwinlow
Elite |
12-Jan-2021 10:35
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Abit delay for the Keppel announcement I see it as definitely Keppel got plans for its O& M. If no plan for its O& M. They can just announce on the 100th day there is no plans for Keppel O& M. Got delay over its 100th day probably they need more time and more discussions and last min stuff to tied up | ||||
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redbull888
Veteran |
12-Jan-2021 09:33
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can keep in pocket liao | ||||
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112233
Master |
12-Jan-2021 09:32
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dont bet too much on the so called keppel announcement IMHO. | ||||
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TraderBen
Supreme |
12-Jan-2021 09:29
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Brazil oil boom is the next big thing. Waiting for huge contract. DYODD
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danger
Supreme |
12-Jan-2021 09:27
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KNN.. Keppel sabo after the 5c opening surge | ||||
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danger
Supreme |
12-Jan-2021 09:18
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sold 16.7 just bought back 16.5 ship if not sailing .. i jump ship again |
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Checkerman
Master |
12-Jan-2021 09:16
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getting weaker if cannot break 16.7
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weishent
Elite |
12-Jan-2021 09:13
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Retailers coming back into SMM. nice. With both Insitutions and Retailers, SMM go go go | ||||
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newbie19
Supreme |
12-Jan-2021 09:12
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Hope SMM will push up to 17 cts............Cheers!!
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danger
Supreme |
12-Jan-2021 09:11
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 SOMETHING IS BREWING IN KEPPEL
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FATABA
Supreme |
12-Jan-2021 09:09
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Welcome and hope this is a longer term ticket ....not a few cents. Oil is still high ....above 50 .....hope SM can push above 17 soon Gd luck
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weishent
Elite |
12-Jan-2021 09:08
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Go go go SMM. .166 clearing | ||||
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danger
Supreme |
12-Jan-2021 09:06
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i am back on the ship .... why no 16c below ? | ||||
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danger
Supreme |
12-Jan-2021 09:05
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THE BIG BROTHER IS ABOUT $5.70 HOW CAN THE SMALLER BRO SCM BE ONLY 16 CENTS??
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danger
Supreme |
12-Jan-2021 09:02
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SOMETHING IS BREWING IN KEPPEL CORP... 100 DAYS REVIEW ?? | ||||
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ICXGOLD
Master |
12-Jan-2021 07:57
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If we are able to hold 16.4 cents today as a support, hoping to see a second run upwards in the coming days. | ||||
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