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SEMBMARINE - A NEW CHAPTER - DEMERGED
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bellcurve
Member |
27-Dec-2020 02:50
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More likely that Keppel will announce a takeover of Sembcorp Marine than to divest their undervalued Keppel O& M due to strong growth prospects for liquefied natural gas (LNG) & offshore wind Chua Hsien Yang has extensive experience in real estate funds management and the hospitality industries, with more than 14 years of experience in mergers and acquisitions https://www.straitstimes.com/business/companies-markets/sembmarine-rises-128-partly-due-to-renewed-merger-hopes GLOBAL LNG-Asian spot LNG prices rally in six-year high on rising transport costs https://uk.reuters.com/article/global-lng-asia-idUKL1N2IR11A https://www.straitstimes.com/business/economy/marine-and-offshore-sector-to-pivot-to-new-areas-for-long-term-growth-chan-chun " We have seen consistent outperformance in the oil rig count since the beginning of Q4," , when it rose from 228 the first week of October to the present level of 300, or more than 30%, analyst Jacob Lundberg of Credit Suisse said in a Dec. 23 investor note. Since the oil rig count bottom of 191 in early July, it has risen well over 50%. https://www.spglobal.com/platts/en/market-insights/latest-news/oil/122420-us-oil-gas-rigs-fall-by-one-on-the-week-to-413-as-permian-at-highest-level-since-may Freight Boom Fires Buffett Trains, Maersk Ships and Oil Prices A great global restock is at hand, filling ships, trucks and trains, and also firing oil demand. The trends matter for the oil market because trucking accounts for about 16% of global oil consumption and almost half of all diesel demand, according to 2019 data from the International Energy Agency. The rebound in activity, combined with the onset of Northern Hemisphere winter, has been lifting a previously disastrous market for the fuel for about two months. https://www.bloomberg.com/news/articles/2020-12-23/freight-boom-fires-buffett-trains-maersk-ships-and-oil-prices?sref=866aH6XX " Typically, the industry experiences weather impact & seasonality around the holidays, but this year the rig count has continued to increase." --Evercore ISI analyst James West https://twitter.com/aeberman12/status/1342468648959672320?s=20 |
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spanky
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26-Dec-2020 16:18
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Nope yet | ||||
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danger
Supreme |
26-Dec-2020 14:46
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Any good news over the Christmas holidays?
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spanky
Member |
26-Dec-2020 12:22
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Let' s ride this bull to 20' cents | ||||
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danger
Supreme |
26-Dec-2020 10:35
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Let' s ride this bull to 20cents | ||||
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alleyboy
Veteran |
25-Dec-2020 11:42
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Hehehe....$$$$$$
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Starship
Supreme |
25-Dec-2020 10:51
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alleyboy
Veteran |
24-Dec-2020 23:15
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Dont wait. Dream better.:)
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commando
Master |
24-Dec-2020 21:58
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Waiting too
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Tonychin2426
Member |
24-Dec-2020 21:52
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Transport engineering: Output decreased 29.5% year-on-year in November 2020. The land segment expanded 31.8% with higher output of parts and accessories for motor vehicles. Conversely, the marine & offshore engineering and aerospace segments contracted 33.5% and 38.7% respectively. The levels of activity in the aerospace firms and shipyards remained low as new orders were adversely impacted by travel restrictions and weak global oil & gas market. | ||||
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TA_Expert
Supreme |
24-Dec-2020 15:39
Yells: "The World has changed" |
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Sellers are weak. Waiting at $0.11. SMM is game over unless merged with KM and subsequently delist. No point to keep the listing status. |
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weishent
Elite |
24-Dec-2020 14:32
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lets see if we can have some orders won update from SMM | ||||
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newbie19
Supreme |
24-Dec-2020 13:38
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Happy Merry Christmas to all WISHING SMM A PROSPEROUS NEW YEAR! 
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newbie19
Supreme |
24-Dec-2020 13:29
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Don' t worry, 2021 you will see the new begining of SMM.
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ADS2200
Veteran |
24-Dec-2020 12:21
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do you supposed the adviser is already doing the work. they have been divesting since the ceo announced it. at the appointed time, oil and gas has been ear-marked or included in the divestment.
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Godwinlow
Elite |
24-Dec-2020 12:09
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Of course he wont give commital answer. He is the CEO of Keppel. This kind of discussing happens closed door. When everything is confirm then will announce the result. Even if they want to merge, an adviser will help him to calculate the cost behind closed door.
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danger
Supreme |
24-Dec-2020 12:02
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not yet i am sure
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camelhump
Senior |
24-Dec-2020 12:02
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he wont give commital answer one, just roadmap only. If merger, need appoint Ind Adviser to do the sums
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Godwinlow
Elite |
24-Dec-2020 12:01
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Maybe that guy sold the shares and move on already.
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pkli899
Supreme |
24-Dec-2020 11:56
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