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SembCorp Marine- The new Frontier. Post Reply Rate topic
uiop1223 Supreme	24-Sep-2021 09:03        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	A lot of roberts, cai tou and ah hai around.. and theres king of robert aka Stanley 👏 👏 👏
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andysim83 Elite	24-Sep-2021 09:02        andysim83 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	if like tht.. nv trust sg companies again.. right issue liao den force ppl to sell cheaply lol vicloo      ( Date: 24-Sep-2021 08:49) Posted: So if SCM drop below 8c....shareholders might accepted TH offer at 8c. That's might not be a bad case... Still better than delisting with no deal. PhillipTan      ( Date: 24-Sep-2021 02:59) Posted: Low likelihood of Sembcorp Marine shareholders accepting Temasek offer CGS-CIMB Research analyst Lim Siew Khee has kept her " hold" recommendation for Sembcorp Marine with an unchanged target price of 9.3 cents following a conditional mandatory general offer (MGO) launched by Temasek Holdings on Sept 22. Startree, an indirect wholly-owned subsidiary of Temasek, is making a MGO as its shareholding in Sembcorp Marine increased by more than 1% as a result of Startree' s participation in Sembcorp Marine' s $1.5 billion rights issue.  The offer price of 8 cents per share in cash is in line with the rights issue price. If Temasek' s concert parties receive more offers that result in them acquiring more than 50% of Sembcorp Marine, the MGO would become unconditional.  In a Sept 22 research note, Lim highlights that Temasek intends to keep Sembcorp Marine listed. If the company' s free float falls below 10%, it would have to be delisted according to Rule 723 of the listing manual, but Lim thinks the likelihood of that happening is " low for now" . " We believe the likelihood of shareholders accepting the offer at 8 cents could be low, unless there is a correction in the overall equity market. In addition, the free float of circa 53.4% provides some buffer in the event of an irrational sell-down," she opines. Lim also views that the " better-than-expected response" from minority shareholders with Sembcorp Marine' s rights issue oversubscribed by 1.18 times indicates some confidence and hope in Sembcorp Marine' s performance going forward, underpinned by Temasek' s credibility. Startree, an indirect wholly-owned subsidiary of Temasek, is making a MGO as its shareholding in Sembcorp Marine increased by more than 1% as a result of Startree' s participation in Sembcorp Marine' s $1.5 billion rights issue.  The offer price of 8 cents per share in cash is in line with the rights issue price. If Temasek' s concert parties receive more offers that result in them acquiring more than 50% of Sembcorp Marine, the MGO would become unconditional.  In a Sept 22 research note, Lim highlights that Temasek intends to keep Sembcorp Marine listed. If the company' s free float falls below 10%, it would have to be delisted according to Rule 723 of the listing manual, but Lim thinks the likelihood of that happening is " low for now" . " We believe the likelihood of shareholders accepting the offer at 8 cents could be low, unless there is a correction in the overall equity market. In addition, the free float of circa 53.4% provides some buffer in the event of an irrational sell-down," she opines. Lim also views that the " better-than-expected response" from minority shareholders with Sembcorp Marine' s rights issue oversubscribed by 1.18 times indicates some confidence and hope in Sembcorp Marine' s performance going forward, underpinned by Temasek' s credibility. The indicative date for the closing of the MGO will be about 42 days from 22 Sept. Key dates include the electronic dissemination of the offer document which will be between Oct 6 to Oct 13, the electronic dissemination of Sembcorp Marine' s circular (within 14 days after the dispatch of the offer document), and the closing date of MGO (28 days after the posting of the offer document).
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ckmpd1 Supreme	24-Sep-2021 09:01        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree with you. TH has been very clear: 1.  It wants to keep SMM listed.    2. TH is very kind to allow any retail investor to bail out at 8c.  This option will close when MGO lapses in early Nov. SMM has said that it is losing money.  To keep it going it will need capital.. Anyone who wants to remain vested at 8cents risks being an ATM.  No force, no compulsion.  It is own decision.  So cant blame TH if RI 2022 happens  and SHs are asked to pump in more money ksangks      ( Date: 24-Sep-2021 08:47) Posted: Temasek is treating the retail 8nvestors like ATM
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andysim83 Elite	24-Sep-2021 09:00        andysim83 About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	lol 93 mil sell at 8.2c haha sure so many retailers or not.. knn BB at work again..
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vicloo Supreme	24-Sep-2021 08:49        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	So if SCM drop below 8c....shareholders might accepted TH offer at 8c. That's might not be a bad case... Still better than delisting with no deal. PhillipTan      ( Date: 24-Sep-2021 02:59) Posted: Low likelihood of Sembcorp Marine shareholders accepting Temasek offer CGS-CIMB Research analyst Lim Siew Khee has kept her " hold" recommendation for Sembcorp Marine with an unchanged target price of 9.3 cents following a conditional mandatory general offer (MGO) launched by Temasek Holdings on Sept 22. Startree, an indirect wholly-owned subsidiary of Temasek, is making a MGO as its shareholding in Sembcorp Marine increased by more than 1% as a result of Startree' s participation in Sembcorp Marine' s $1.5 billion rights issue.  The offer price of 8 cents per share in cash is in line with the rights issue price. If Temasek' s concert parties receive more offers that result in them acquiring more than 50% of Sembcorp Marine, the MGO would become unconditional.  In a Sept 22 research note, Lim highlights that Temasek intends to keep Sembcorp Marine listed. If the company' s free float falls below 10%, it would have to be delisted according to Rule 723 of the listing manual, but Lim thinks the likelihood of that happening is " low for now" . " We believe the likelihood of shareholders accepting the offer at 8 cents could be low, unless there is a correction in the overall equity market. In addition, the free float of circa 53.4% provides some buffer in the event of an irrational sell-down," she opines. Lim also views that the " better-than-expected response" from minority shareholders with Sembcorp Marine' s rights issue oversubscribed by 1.18 times indicates some confidence and hope in Sembcorp Marine' s performance going forward, underpinned by Temasek' s credibility. Startree, an indirect wholly-owned subsidiary of Temasek, is making a MGO as its shareholding in Sembcorp Marine increased by more than 1% as a result of Startree' s participation in Sembcorp Marine' s $1.5 billion rights issue.  The offer price of 8 cents per share in cash is in line with the rights issue price. If Temasek' s concert parties receive more offers that result in them acquiring more than 50% of Sembcorp Marine, the MGO would become unconditional.  In a Sept 22 research note, Lim highlights that Temasek intends to keep Sembcorp Marine listed. If the company' s free float falls below 10%, it would have to be delisted according to Rule 723 of the listing manual, but Lim thinks the likelihood of that happening is " low for now" . " We believe the likelihood of shareholders accepting the offer at 8 cents could be low, unless there is a correction in the overall equity market. In addition, the free float of circa 53.4% provides some buffer in the event of an irrational sell-down," she opines. Lim also views that the " better-than-expected response" from minority shareholders with Sembcorp Marine' s rights issue oversubscribed by 1.18 times indicates some confidence and hope in Sembcorp Marine' s performance going forward, underpinned by Temasek' s credibility. The indicative date for the closing of the MGO will be about 42 days from 22 Sept. Key dates include the electronic dissemination of the offer document which will be between Oct 6 to Oct 13, the electronic dissemination of Sembcorp Marine' s circular (within 14 days after the dispatch of the offer document), and the closing date of MGO (28 days after the posting of the offer document).
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weekaykee Master	24-Sep-2021 08:48        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	No (3) will become a reality if no major contracts are won soon.  ICXGOLD      ( Date: 24-Sep-2021 06:33) Posted: As expected the first broker call is in at 9.3 cents. Good thing she clarified three things against the negative views floating here :) 1) The response to rights was " better than expected" 2) The MO is headed to failure 3) The wait by some for 5 cents is " Irrational "
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ksangks Senior	24-Sep-2021 08:47        ksangks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek is treating the retail 8nvestors like ATM
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weekaykee Master	24-Sep-2021 08:46        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	For SMM to survive it has to merge within the next 3-4 months and quicly start on streamlining, to save costs, especially if it continues not to win any major contracts,. chart_expert123      ( Date: 24-Sep-2021 07:04) Posted: I am taking a period of next 9-12months before a merge. chart_expert123      ( Date: 24-Sep-2021 06:51) Posted: Compared to 20cents, 5 cents is likely. 42 days only. No contracts, bad results in 3Q guidelines. 5cents coming
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Chagatai Veteran	24-Sep-2021 08:35        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	The stock market is rational investors who are patient and cautious are also rational. chart_expert123      ( Date: 24-Sep-2021 07:04) Posted: I am taking a period of next 9-12months before a merge. chart_expert123      ( Date: 24-Sep-2021 06:51) Posted: Compared to 20cents, 5 cents is likely. 42 days only. No contracts, bad results in 3Q guidelines. 5cents coming
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chart_expert123 Master	24-Sep-2021 07:04        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	I am taking a period of next 9-12months before a merge. chart_expert123      ( Date: 24-Sep-2021 06:51) Posted: Compared to 20cents, 5 cents is likely. 42 days only. No contracts, bad results in 3Q guidelines. 5cents coming. ICXGOLD      ( Date: 24-Sep-2021 06:33) Posted: As expected the first broker call is in at 9.3 cents. Good thing she clarified three things against the negative views floating here :) 1) The response to rights was " better than expected" 2) The MO is headed to failure 3) The wait by some for 5 cents is " Irrational "
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chart_expert123 Master	24-Sep-2021 06:51        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	Compared to 20cents, 5 cents is likely. 42 days only. No contracts, bad results in 3Q guidelines. 5cents coming. ICXGOLD      ( Date: 24-Sep-2021 06:33) Posted: As expected the first broker call is in at 9.3 cents. Good thing she clarified three things against the negative views floating here :) 1) The response to rights was " better than expected" 2) The MO is headed to failure 3) The wait by some for 5 cents is " Irrational "
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chart_expert123 Master	24-Sep-2021 06:49        chart_expert123 About Contact  Quote this Post!   Yells: "Only buy stock with revenue or net cash flow growth!!!!"
x 0   x 0  Alert Admin	The only potential buyer will be China mega yard, yangzijiang may help. Chagatai      ( Date: 23-Sep-2021 21:39) Posted: Jurong shipyard was set up with IHI marine Japan in 1963. In 1968 became Sembawang shipyard when the British naval garrison vacated Sembawang docks. IHI Japan was hived off from Jurong shipyard to form Sembawang shipyard. Is All True
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ICXGOLD Master	24-Sep-2021 06:33        ICXGOLD About Contact  Quote this Post!
x 0   x 0  Alert Admin	As expected the first broker call is in at 9.3 cents. Good thing she clarified three things against the negative views floating here :) 1) The response to rights was " better than expected" 2) The MO is headed to failure 3) The wait by some for 5 cents is " Irrational "
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PhillipTan Supreme	24-Sep-2021 02:59        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Low likelihood of Sembcorp Marine shareholders accepting Temasek offer CGS-CIMB Research analyst Lim Siew Khee has kept her " hold" recommendation for Sembcorp Marine with an unchanged target price of 9.3 cents following a conditional mandatory general offer (MGO) launched by Temasek Holdings on Sept 22. Startree, an indirect wholly-owned subsidiary of Temasek, is making a MGO as its shareholding in Sembcorp Marine increased by more than 1% as a result of Startree' s participation in Sembcorp Marine' s $1.5 billion rights issue.  The offer price of 8 cents per share in cash is in line with the rights issue price. If Temasek' s concert parties receive more offers that result in them acquiring more than 50% of Sembcorp Marine, the MGO would become unconditional.  In a Sept 22 research note, Lim highlights that Temasek intends to keep Sembcorp Marine listed. If the company' s free float falls below 10%, it would have to be delisted according to Rule 723 of the listing manual, but Lim thinks the likelihood of that happening is " low for now" . " We believe the likelihood of shareholders accepting the offer at 8 cents could be low, unless there is a correction in the overall equity market. In addition, the free float of circa 53.4% provides some buffer in the event of an irrational sell-down," she opines. Lim also views that the " better-than-expected response" from minority shareholders with Sembcorp Marine' s rights issue oversubscribed by 1.18 times indicates some confidence and hope in Sembcorp Marine' s performance going forward, underpinned by Temasek' s credibility. Startree, an indirect wholly-owned subsidiary of Temasek, is making a MGO as its shareholding in Sembcorp Marine increased by more than 1% as a result of Startree' s participation in Sembcorp Marine' s $1.5 billion rights issue.  The offer price of 8 cents per share in cash is in line with the rights issue price. If Temasek' s concert parties receive more offers that result in them acquiring more than 50% of Sembcorp Marine, the MGO would become unconditional.  In a Sept 22 research note, Lim highlights that Temasek intends to keep Sembcorp Marine listed. If the company' s free float falls below 10%, it would have to be delisted according to Rule 723 of the listing manual, but Lim thinks the likelihood of that happening is " low for now" . " We believe the likelihood of shareholders accepting the offer at 8 cents could be low, unless there is a correction in the overall equity market. In addition, the free float of circa 53.4% provides some buffer in the event of an irrational sell-down," she opines. Lim also views that the " better-than-expected response" from minority shareholders with Sembcorp Marine' s rights issue oversubscribed by 1.18 times indicates some confidence and hope in Sembcorp Marine' s performance going forward, underpinned by Temasek' s credibility. The indicative date for the closing of the MGO will be about 42 days from 22 Sept. Key dates include the electronic dissemination of the offer document which will be between Oct 6 to Oct 13, the electronic dissemination of Sembcorp Marine' s circular (within 14 days after the dispatch of the offer document), and the closing date of MGO (28 days after the posting of the offer document).
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Chagatai Veteran	23-Sep-2021 21:56        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	History may Not necessarily repeat itself, but it often Rhymes.
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Chagatai Veteran	23-Sep-2021 21:39        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	Jurong shipyard was set up with IHI marine Japan in 1963. In 1968 became Sembawang shipyard when the British naval garrison vacated Sembawang docks. IHI Japan was hived off from Jurong shipyard to form Sembawang shipyard. Is All True
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Chagatai Veteran	23-Sep-2021 21:30        Chagatai About Contact  Quote this Post!
x 0   x 0  Alert Admin	Even Jason marine and Kim Heng stock price Better 🤷 ‍ ♂ ️
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WiseInvestor Elite	23-Sep-2021 20:31        WiseInvestor About Contact  Quote this Post!   Yells: "Forex Biz Opportunity for traders!"
x 0   x 0  Alert Admin	Last week' s opening Monday is about 181M short shares. This has been reduced significantly as million shares short-covering was done during the last week. On the way to little or ZERO during 28 days MO period WiseInvestor      ( Date: 23-Sep-2021 20:26) Posted: Top 10 Short Position (Shares) as of Opening 20 Sep 2021           Ranking Stock Name Aggregated Short Position (Shares) Aggregated Short Position (Value) 1 SEMBCORP MARINE LTD 90,797,453 7,626,986.05 2 EZRA HOLDINGS LIMITED - Suspended 77,080,337 847,883.71 3 EZION HOLDINGS LIMITED - Suspended 73,195,435 3,147,403.71 4 SINGTEL 52,267,563 127,010,178.09 5 GENTING SINGAPORE LIMITED 44,737,555 32,882,102.93 6 CAPITALAND INTEGRATED COMM TR 43,344,304 86,688,608.00 7 SINGAPORE AIRLINES LTD 37,884,776 182,983,468.08 8 GOLDEN AGRI-RESOURCES LTD 37,006,540 8,511,504.20 9 YANGZIJIANG SHIPBLDG HLDGS LTD 36,129,603 53,471,812.44 10 THAI BEVERAGE PUBLIC CO LTD 32,071,295 21,167,054.70
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ckmpd1 Supreme	23-Sep-2021 20:29        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good insights SMM and KC tarnished their reputations with the 2017 Brazilian scandals chart_expert123      ( Date: 23-Sep-2021 20:13) Posted: In 2003-2005, the industry nearly closed shop. To reduce competitions, temasek push jurong shipyard to merge with sembawang shipyard and PPL shipyard and sembwang marine offshore engineering to formed today sembcorp marine. The oil boom unexpected over 100 and boost the offshore construction. Today, same strategy is using. Chagatai      ( Date: 23-Sep-2021 17:41) Posted: One glass down ok here is the thing. We are retail maybe 200 lots to 2 million shares. We think for daily weekly monthly and some 1-3 year time line. Temasek thinks for 30 Years. The BB and MM always have info we only know after 70% surge or 100% surge in price then we move in for 10% gain lucky. What I saying is.. hold on I drink a glass.,is it is almost Now or Never to buy into this submarine It is almost all Temasek and Institutional and Big Banks stock now. It Will be engineered to Move Forward by any jV or merger or exotic deal possible with aim to Carry on for next 30 Years. In the early 60?s Sembmarine was hived off and spun off from a Big Japanese Ship builder it may yet JV again drink a glass now I clearer
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WiseInvestor Elite	23-Sep-2021 20:26        WiseInvestor About Contact  Quote this Post!   Yells: "Forex Biz Opportunity for traders!"
x 0   x 0  Alert Admin	Top 10 Short Position (Shares) as of Opening 20 Sep 2021           Ranking Stock Name Aggregated Short Position (Shares) Aggregated Short Position (Value) 1 SEMBCORP MARINE LTD 90,797,453 7,626,986.05 2 EZRA HOLDINGS LIMITED - Suspended 77,080,337 847,883.71 3 EZION HOLDINGS LIMITED - Suspended 73,195,435 3,147,403.71 4 SINGTEL 52,267,563 127,010,178.09 5 GENTING SINGAPORE LIMITED 44,737,555 32,882,102.93 6 CAPITALAND INTEGRATED COMM TR 43,344,304 86,688,608.00 7 SINGAPORE AIRLINES LTD 37,884,776 182,983,468.08 8 GOLDEN AGRI-RESOURCES LTD 37,006,540 8,511,504.20 9 YANGZIJIANG SHIPBLDG HLDGS LTD 36,129,603 53,471,812.44 10 THAI BEVERAGE PUBLIC CO LTD 32,071,295 21,167,054.70
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