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Seatrium Ltd
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Seatrium - Sea of Hopes & Atrium of Surprises (II)
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Chansenghoe1971
Elite |
19-Sep-2024 09:51
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Insane price.
More rates cutting looming At least $50m savings. It has to move past 2 for my portofino sake 2 by end Nov or I jump |
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huattuatua
Elite |
19-Sep-2024 09:43
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Zhun! hope it can let me get out first b4 reversing.
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LoudShout
Master |
19-Sep-2024 09:34
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Good .  Crossed 1.70.. | |||||||||||||||||||||
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ahbui8
Master |
19-Sep-2024 09:30
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1.88 by end sep, 2.36 by end of the year | |||||||||||||||||||||
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PL1968
Senior |
19-Sep-2024 09:21
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Take it easy lah, nobody can be 100% accurate
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Chansenghoe1971
Elite |
19-Sep-2024 06:05
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Impactful half a point rate cut. Seatrium saving at least $17m interest per year if my calculation is right and if lenders drop the same rate | |||||||||||||||||||||
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MrBear12
Supreme |
19-Sep-2024 05:52
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Eagle, looking forward to your many posts here. Mine are ended. The Fed cut rates 50 bps. (I epxected 25bps) |
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MrBear12
Supreme |
18-Sep-2024 22:05
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Rate cuts will aid Seatrium in its profit roadmap. But Seatrium must also actively manage its debt to reduce its interest costs by taking advantage of the impending lower cost of debt.
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naoshingo
Elite |
18-Sep-2024 21:57
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Rate cut or not, not important.
Most important is Seatieum continue it's profitable roadmap. |
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MrBear12
Supreme |
18-Sep-2024 21:24
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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https://www.google.com/amp/s/www.cnbc.com/amp/2024/09/17/the-feds-biggest-interest-rate-call-in-years-happens-wednesday-heres-what-to-expect.html
Above article surmises the differing views and considers the risks involved in the rate cuts. My view is really one needs to manage the risks of any size of the rate cuts decided upon. If 25 bps, then manage the risk of a recession. If 50 bps, manage the risk of inflation returning to very high levels. Both cuts have risks that needs to be countered with an action plan. That plan is more important than the rate cut itself. |
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MrBear12
Supreme |
18-Sep-2024 21:17
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Until late last week, traders had locked in on a 25-basis-point cut. Then on Friday, sentiment suddenly shifted, putting a half point on the table. As of Wednesday afternoon, fed funds futures traders were pricing in about a 63% chance of the bigger move, a comparatively low level of conviction against previous meetings. One basis point equals 0.01%.
Many on Wall Street continued to predict the Fed's first step would be a more cautious one. "The experience of tightening, although it seemed to work, didn't work exactly how they thought it was going to, so easing should be viewed with just as much uncertainty," said Tom Simons, U.S. economist at Jefferies. "Thus, if you're uncertain, you shouldn't rush." "They should move quickly here," Zandi said, expressing the more dovish view. "Otherwise they run the risk of something breaking." The debate inside the FOMC meeting room should be interesting, and with an unusual division among officials who generally have voted in unison. I'm generally more cautious as bears are in an uncertain environment
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BinderyT
Elite |
18-Sep-2024 19:55
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Why?
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MrBear12
Supreme |
18-Sep-2024 18:53
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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I am in the 25 bps cut camp. Means I'm in the minority camp. Chances I will be disappointed and as said, if it is 50 bps cut, I shall retire from Share Junction. This may truly be my last post. Good bye (should it be so)! | |||||||||||||||||||||
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BinderyT
Elite |
18-Sep-2024 18:40
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That' s why I don' t like the odds.   If only 14% probability and Fed delivers 0.5%, stock market will skyrocket.   But now, with 65% probability and if Fed does not deliver 0.5%, bond yields will shoot to the roof and stock market will tank.
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Tob231
Elite |
18-Sep-2024 18:14
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you are right. market has changed
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BinderyT
Elite |
18-Sep-2024 18:02
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Opposite.   Market is pricing 65% probability of 0.5% rate cut.   Only 35% probability of 0.25%. https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
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huattuatua
Elite |
18-Sep-2024 17:49
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actually historically, the mkt usually falls after the rate cuts concurr with u that it will be a 25 bhp cut fed will take its own sweet time to gradually cut the rates and not in a hurry to do so epecially theres no impending recession fears in the US.  
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Tob231
Elite |
18-Sep-2024 17:47
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More than 60% expected 0.25%
Meeting market expectation 0.5% will make the market jump |
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BinderyT
Elite |
18-Sep-2024 17:32
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It will follow US' s market reaction to rate decision.   Frankly, everyone is just quessing what the reaction will be.   Historically, it should be bullish but the expectation for a 0.5% is way too high and Fed might disappoint with 0.25%.
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Eagle88
Supreme |
18-Sep-2024 17:14
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FINAL 168 - tomorrow any guess ?
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