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Sembmarine
halleluyah
Supreme
31-Aug-2018 17:00     
 
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 Alert Admin 		yeah....tapao..........

Battle123      ( Date: 31-Aug-2018 16:13) Posted:

Hopefully next week got good news lor


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Battle123
Elite
31-Aug-2018 16:13     
 
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 Alert Admin 		Hopefully next week got good news lor

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trademaster
Supreme
31-Aug-2018 14:11     
 
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 Alert Admin 		Thanks for sharing. Not surprised it will go back to $2.80. Or privatisation may come before that. Just need to be patient.

PEWVAW      ( Date: 31-Aug-2018 01:09) Posted:

Donovan Norfolk Ang' s Market Analysis

Sembcorp Marine:
23 July 2018, Monday, 11.50am Singapore Time
 
Attached above is the Technicals for Sembcorp Marine. It is currently down -5.102% at $1.860 and using bad news to do a final price action backtest confirmation of its new spring (transition from winter to spring for the industry). Following the massive cup and handle bullish accumulation and its violent breakout, it is currently forming a minor double bottom in purple (again, using fear for chalking up accumulation-buys). This purple trajectory is currently backtesting the resistance-turned-support band in black. The volume flow remains a highly bull market volume flow. I expect Sembcorp Marine to break out beyond $3.00 in 2019. 

http://donovan-ang.blogspot.com/search/label/SembCorp%20Marine
 

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Francisgohyc
Master
31-Aug-2018 13:23     
 
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 Alert Admin 		At $1.70 is at safe level, my 1st batch purchase at $1.72 ( 7 lots )

This counter should be able to excel in the long term. The right price and the right timing

LongNobley      ( Date: 31-Aug-2018 12:50) Posted:

Thanks for sharing. I have already gotten it at $1.7. :)

Francisgohyc      ( Date: 31-Aug-2018 12:40) Posted:

That Q is 5 million profit but is is due to disposal of cosco share 33 million gain, actual loss is 28 million

Last Q lost about 55.6 million, that why the share drop to now $1.67. All the bad news is over and expect Sunny day to come

Do you want to follow me to get it now, this business is not affected by trade war

Cheer !!!!
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LongNobley
Master
31-Aug-2018 12:50     
 
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 Alert Admin 		Thanks for sharing. I have already gotten it at $1.7. :)

Francisgohyc      ( Date: 31-Aug-2018 12:40) Posted:

That Q is 5 million profit but is is due to disposal of cosco share 33 million gain, actual loss is 28 million

Last Q lost about 55.6 million, that why the share drop to now $1.67. All the bad news is over and expect Sunny day to come

Do you want to follow me to get it now, this business is not affected by trade war

Cheer !!!!!

LongNobley      ( Date: 31-Aug-2018 11:59) Posted:

Not exactly, there was one quarter, it also reported slight profit. And the next quarter, back in the red again
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Francisgohyc
Master
31-Aug-2018 12:40     
 
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 Alert Admin 		That Q is 5 million profit but is is due to disposal of cosco share 33 million gain, actual loss is 28 million

Last Q lost about 55.6 million, that why the share drop to now $1.67. All the bad news is over and expect Sunny day to come

Do you want to follow me to get it now, this business is not affected by trade war

Cheer !!!!!

LongNobley      ( Date: 31-Aug-2018 11:59) Posted:

Not exactly, there was one quarter, it also reported slight profit. And the next quarter, back in the red again.

Francisgohyc      ( Date: 31-Aug-2018 11:54) Posted:

15 minutes later get the 12 lot at $1.67, hope shortist don' t push down any more
It is very lowest at this level and my opinion it will be slightly profitable by Q3 ( All the bad news is over in Q2 result )

This stock once it is profitable, it will rocket up very fas
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LongNobley
Master
31-Aug-2018 11:59     
 
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 Alert Admin 		Not exactly, there was one quarter, it also reported slight profit. And the next quarter, back in the red again.

Francisgohyc      ( Date: 31-Aug-2018 11:54) Posted:

15 minutes later get the 12 lot at $1.67, hope shortist don' t push down any more
It is very lowest at this level and my opinion it will be slightly profitable by Q3 ( All the bad news is over in Q2 result )

This stock once it is profitable, it will rocket up very fast

Francisgohyc      ( Date: 31-Aug-2018 11:30) Posted:

Q 12 lot at $1.67 volome very thin, tonight range $1.67-$1.68

Hope can win this project : Rosebank' s billion-dollar project
contract value of US$1.4-1.5 billion ($1.9-2 billion).   

Huat la
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Francisgohyc
Master
31-Aug-2018 11:54     
 
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 Alert Admin 		15 minutes later get the 12 lot at $1.67, hope shortist don' t push down any more
It is very lowest at this level and my opinion it will be slightly profitable by Q3 ( All the bad news is over in Q2 result )

This stock once it is profitable, it will rocket up very fast

Francisgohyc      ( Date: 31-Aug-2018 11:30) Posted:

Q 12 lot at $1.67 volome very thin, tonight range $1.67-$1.68

Hope can win this project : Rosebank' s billion-dollar project
contract value of US$1.4-1.5 billion ($1.9-2 billion).   

Huat la
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Francisgohyc
Master
31-Aug-2018 11:30     
 
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 Alert Admin 		Q 12 lot at $1.67 volome very thin, tonight range $1.67-$1.68

Hope can win this project : Rosebank' s billion-dollar project
contract value of US$1.4-1.5 billion ($1.9-2 billion).   

Huat la
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halleluyah
Supreme
31-Aug-2018 09:52     
 
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 Alert Admin 		nible some 1.67...oil still up.....
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halleluyah
Supreme
31-Aug-2018 08:42     
 
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 Alert Admin 		buy some...potential to got it....heard oil px will hit $90 by yr end.....

PEWVAW      ( Date: 30-Aug-2018 23:56) Posted:

Why SembMarine is a likely winner of Rosebank' s billion-dollar project

By:  Michelle Zhu 30/08/18, 11:37 am

SINGAPORE (Aug 30): CGS-CIMB Research is maintaining &ldquo overweight&rdquo on the offshore & marine (O& M) industry while highlighting Sembcorp Marine (SMM) as its top &ldquo add&rdquo pick in Singapore with a target price of $2.52, based on 2.2 times CY18F price-to-book value, its five-year average.

SMM and South Korea&rsquo s Daewoo Shipbuilding & Marine (DSME) are the last two contenders for Chevron&rsquo s Rosebank project on the UK Atlantic Margin. The floating production storage & offloading (FPSO) project comes has an estimated contract value of US$1.4-1.5 billion ($1.9-2 billion).  

In a Wednesday report, analyst Lim Siew Khee says she believes SMM has the upper hand over DSME in terms of cost by being nimble to customise, as evident in its recent contract from Shell to build and integrate the hull, topsides and living quarters of the Vito semi-submersible floating production unit (FPO).

&ldquo We think SMM is also able to offer a more competitive pricing given the 15-20% lower labour cost structure in Singapore vs. Korea. As such, we think SMM could command better EBIT margins of 5-6% and 2-3% for DSME. The project EBIT margin could stretch up to 8-10% if the scope excludes equipment,&rdquo says Lim.

The analyst however remains cognisant of DSME&rsquo s comparatively better track record and financing, given how the company is backed by the Korean government and more well-known for its construction of semi-submersibles, drillships and LNG carriers.

&ldquo Given SMM&rsquo s high net gearing of c.1.3 times, the yard may not be able to offer compelling financing but stick to progressive payments,&rdquo notes Lim.

In terms of cost management, she views SMM and DSME are on par, with the former company having the advantage of exposure to North Sea projects.

Going forward, Lim is expecting better q-o-q earnings for SMM in 3Q18 in the absence of a one-off loss recognised in the previous quarter. She is also anticipating higher q-o-q revenue with more progressive recognition on Transocean drillships, Statoil FPSO, and Technip FMC&rsquo s FPSO.

&ldquo YTD, the Singapore yards have clinched c.US$600-900 million each of offshore orders with little exposure to rigs. The orders are dominated by LNG/dredgers with a semi-submersible for KEP while SMM focused more on FPSO newbuild/integration,&rdquo comments Lim.

As at 11:30am, shares in SMM are trading 1 cent lower at $1.68 or 1.48 times CY18F book.
 

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PEWVAW
Senior
31-Aug-2018 01:09     
 
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 Alert Admin

Donovan Norfolk Ang' s Market Analysis

Sembcorp Marine:
23 July 2018, Monday, 11.50am Singapore Time
 
Attached above is the Technicals for Sembcorp Marine. It is currently down -5.102% at $1.860 and using bad news to do a final price action backtest confirmation of its new spring (transition from winter to spring for the industry). Following the massive cup and handle bullish accumulation and its violent breakout, it is currently forming a minor double bottom in purple (again, using fear for chalking up accumulation-buys). This purple trajectory is currently backtesting the resistance-turned-support band in black. The volume flow remains a highly bull market volume flow. I expect Sembcorp Marine to break out beyond $3.00 in 2019. 

http://donovan-ang.blogspot.com/search/label/SembCorp%20Marine
 
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PEWVAW
Senior
30-Aug-2018 23:56     
 
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 Alert Admin

Why SembMarine is a likely winner of Rosebank' s billion-dollar project

By:  Michelle Zhu 30/08/18, 11:37 am

SINGAPORE (Aug 30): CGS-CIMB Research is maintaining &ldquo overweight&rdquo on the offshore & marine (O& M) industry while highlighting Sembcorp Marine (SMM) as its top &ldquo add&rdquo pick in Singapore with a target price of $2.52, based on 2.2 times CY18F price-to-book value, its five-year average.

SMM and South Korea&rsquo s Daewoo Shipbuilding & Marine (DSME) are the last two contenders for Chevron&rsquo s Rosebank project on the UK Atlantic Margin. The floating production storage & offloading (FPSO) project comes has an estimated contract value of US$1.4-1.5 billion ($1.9-2 billion).  

In a Wednesday report, analyst Lim Siew Khee says she believes SMM has the upper hand over DSME in terms of cost by being nimble to customise, as evident in its recent contract from Shell to build and integrate the hull, topsides and living quarters of the Vito semi-submersible floating production unit (FPO).

&ldquo We think SMM is also able to offer a more competitive pricing given the 15-20% lower labour cost structure in Singapore vs. Korea. As such, we think SMM could command better EBIT margins of 5-6% and 2-3% for DSME. The project EBIT margin could stretch up to 8-10% if the scope excludes equipment,&rdquo says Lim.

The analyst however remains cognisant of DSME&rsquo s comparatively better track record and financing, given how the company is backed by the Korean government and more well-known for its construction of semi-submersibles, drillships and LNG carriers.

&ldquo Given SMM&rsquo s high net gearing of c.1.3 times, the yard may not be able to offer compelling financing but stick to progressive payments,&rdquo notes Lim.

In terms of cost management, she views SMM and DSME are on par, with the former company having the advantage of exposure to North Sea projects.

Going forward, Lim is expecting better q-o-q earnings for SMM in 3Q18 in the absence of a one-off loss recognised in the previous quarter. She is also anticipating higher q-o-q revenue with more progressive recognition on Transocean drillships, Statoil FPSO, and Technip FMC&rsquo s FPSO.

&ldquo YTD, the Singapore yards have clinched c.US$600-900 million each of offshore orders with little exposure to rigs. The orders are dominated by LNG/dredgers with a semi-submersible for KEP while SMM focused more on FPSO newbuild/integration,&rdquo comments Lim.

As at 11:30am, shares in SMM are trading 1 cent lower at $1.68 or 1.48 times CY18F book.
 
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Francisgohyc
Master
30-Aug-2018 21:27     
 
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 Alert Admin 		Will acumulate more around this price $1.65 -$1.70. Patience is the game and wait for durian to drop. Buy when nobody interested, sell when everyone is interested
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jlong0005
Senior
30-Aug-2018 19:10     
 
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 Alert Admin 		This lousy market still have contra players? These pple are too rich to throw $$$$$!!!!!!

trademaster      ( Date: 30-Aug-2018 17:54) Posted:

Notice that you always come out spread fear when stock go down at 167 hoping to collect cheaper. Today is T+ 5 for last week contra player bought bewteen 170-174. Tomorrow window dressing cover shorts and chiong up.  Better cover your shorts

trader25yr      ( Date: 30-Aug-2018 17:43) Posted:

Force Sell warning!!!

Close at day lowest 166/167!!!
Tomorrow morning and 3-4pm likely another round of force sell!!!

While those die die want to buy fast may queue buy at 165,
suggest if can wait queue buy at 160 instead, since once force sell come,
even 165 also easily break below ... it will be bloody ...

 


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trademaster
Supreme
30-Aug-2018 17:54     
 
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 Alert Admin 		Notice that you always come out spread fear when stock go down at 167 hoping to collect cheaper. Today is T+ 5 for last week contra player bought bewteen 170-174. Tomorrow window dressing cover shorts and chiong up.  Better cover your shorts

trader25yr      ( Date: 30-Aug-2018 17:43) Posted:

Force Sell warning!!!

Close at day lowest 166/167!!!
Tomorrow morning and 3-4pm likely another round of force sell!!!

While those die die want to buy fast may queue buy at 165,
suggest if can wait queue buy at 160 instead, since once force sell come,
even 165 also easily break below ... it will be bloody ...

 

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trader25yr
Master
30-Aug-2018 17:43     
 
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Yells: "I hate con man"
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 Alert Admin 		Force Sell warning!!!

Close at day lowest 166/167!!!
Tomorrow morning and 3-4pm likely another round of force sell!!!

While those die die want to buy fast may queue buy at 165,
suggest if can wait queue buy at 160 instead, since once force sell come,
even 165 also easily break below ... it will be bloody ...

 
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CK_Noobie
Member
30-Aug-2018 17:08     
 
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 Alert Admin 		Closed two eyes and kept shorting..this counter one way down..

trademaster      ( Date: 30-Aug-2018 15:04) Posted:

Shortists better cover. Before it cross 170.

trademaster      ( Date: 30-Aug-2018 15:01) Posted:

FPSO project is not the main thing, if get is a bonus.
Oil drop??? I think you are not aware that oil price has stabilise and on uptrend
Oil price up, this will go up. 
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trademaster
Supreme
30-Aug-2018 15:04     
 
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 Alert Admin 		Shortists better cover. Before it cross 170.

trademaster      ( Date: 30-Aug-2018 15:01) Posted:

FPSO project is not the main thing, if get is a bonus.
Oil drop??? I think you are not aware that oil price has stabilise and on uptrend
Oil price up, this will go up. 

trader25yr      ( Date: 30-Aug-2018 13:45) Posted:

More about  FPSO project,
S Korea subsidise their yards for fear of massive retrenchment,
so S Korea yard loss money also must bid for project to keep worker happy...

Singapore yard no job just send worker back to southern asia sub-continent ...
Like that how to compete with S Korea???

and demanding client some more ... yard must assume all risk ...
if oil drop, client just walk away again like 2, 3 years ago,
then SembMarine end up with the FPSO rusting in the yards and huge debt again ...

Cannot get no revenue, share price drop
Can get no profit, share price drop

Si Bei Jia Luck ...devil
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trademaster
Supreme
30-Aug-2018 15:01     
 
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 Alert Admin 		FPSO project is not the main thing, if get is a bonus.
Oil drop??? I think you are not aware that oil price has stabilise and on uptrend
Oil price up, this will go up. 

trader25yr      ( Date: 30-Aug-2018 13:45) Posted:

More about  FPSO project,
S Korea subsidise their yards for fear of massive retrenchment,
so S Korea yard loss money also must bid for project to keep worker happy...

Singapore yard no job just send worker back to southern asia sub-continent ...
Like that how to compete with S Korea???

and demanding client some more ... yard must assume all risk ...
if oil drop, client just walk away again like 2, 3 years ago,
then SembMarine end up with the FPSO rusting in the yards and huge debt again ...

Cannot get no revenue, share price drop
Can get no profit, share price drop

Si Bei Jia Luck ...devil
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