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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
weekaykee Master	17-Dec-2020 08:48        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oil prices inching up slowly beyond $50. danger      ( Date: 17-Dec-2020 07:00) Posted: Where will it head today ?
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danger Supreme	17-Dec-2020 07:00        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Where will it head today ?
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delonlaw Member	16-Dec-2020 22:44        delonlaw About Contact  Quote this Post!
x 0   x 0  Alert Admin	We will improve and transform our solutions through continuous R& D, supported by strategic investments in intellectual property, technologies and engineering and construction capabilities and we will deliver industry-leading project executions. ❖ While the road ahead will be very challenging, Sembcorp Marine has demonstrated an ability to adapt and reinvent ourselves over the years. We delivered healthy profits consistently before the oil price crash in 2015. I believe we have both the resolve and ability to achieve the same when our industry recovers and new opportunities emerge from the continuing global transition towards clean energy and other green solutions.
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Abe8888 Member	16-Dec-2020 17:20        Abe8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just saw there are weekly reports too - https://www.sgx.com/research-education/securities   Abe8888      ( Date: 16-Dec-2020 17:12) Posted: I am not sure if it works this way. Kinda feel the short sell volume is the aggregate for the day only and not cummulative. And also those short sales on borrowed scripts may not be included??? Hope someone can enlighten us. " The daily report is a report published before the start of each market day. The daily report sets out the aggregate value and volume of short sell orders matched and executed for the preceding Market Day, based on information provided by Trading Members to SGX-ST the preceding Market Day, and is in respect of each security for which marking is required" . Fr SGX. ADS2200      ( Date: 16-Dec-2020 15:15) Posted: abe8888, looking at the selldown today 66,000,000 and not the vol transacted, would push the sell short volume beyond 100,000,000. 4 trading days left for 202
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Abe8888 Member	16-Dec-2020 17:12        Abe8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am not sure if it works this way. Kinda feel the short sell volume is the aggregate for the day only and not cummulative. And also those short sales on borrowed scripts may not be included??? Hope someone can enlighten us. " The daily report is a report published before the start of each market day. The daily report sets out the aggregate value and volume of short sell orders matched and executed for the preceding Market Day, based on information provided by Trading Members to SGX-ST the preceding Market Day, and is in respect of each security for which marking is required" . Fr SGX. ADS2200      ( Date: 16-Dec-2020 15:15) Posted: abe8888, looking at the selldown today 66,000,000 and not the vol transacted, would push the sell short volume beyond 100,000,000. 4 trading days left for 2020 Abe8888      ( Date: 15-Dec-2020 23:08) Posted: I feel there was a huge effort (Short Volume was 74M out of total volume of 312,888,000) to keep the price down. I see the storm will pass and sunny weather is ahead... I hope!!
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SLAYER Member	16-Dec-2020 17:04        SLAYER About Contact  Quote this Post!
x 0   x 0  Alert Admin	Stupid UOBKH Anal- yst.. talk down the share to accumulate ..righthand to left hand lah Anyone want apply job at SEMM https://jobsinhome.webs.com/offshore-oil-gas-jackup-drill-rig53.html
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bystander1965 Supreme	16-Dec-2020 16:34        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Honestly I don' t know where that number came from. SMM in their July circular, pro forma section, they indicated based on Dec2019 numbers, the NTA should be about 30 cents after the right exercise. Bongbong      ( Date: 16-Dec-2020 16:30) Posted: will be great if anyone can debunk me so i can see where i may have went wrong Bongbong      ( Date: 16-Dec-2020 16:11) Posted: but i cannot gel his equity numbers on the balance sheet, rights issue was 2bil but only added 300+mil on the forecast for 202
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bystander1965 Supreme	16-Dec-2020 16:32        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	I am just joking lah. It' s my money I have to manage it myself properly. No one else will care ... bystander1965      ( Date: 16-Dec-2020 16:30) Posted: Ask indirect questions and draw up a conclusion himself lor. Very easy if mind already made up. Haha. crouchingtiger      ( Date: 16-Dec-2020 16:26) Posted: If he has a direct line to SMM CEO, how can the view be negative? Which CEO will talk down the prospects of his/her company?
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Bongbong Master	16-Dec-2020 16:30        Bongbong About Contact  Quote this Post!
x 0   x 0  Alert Admin	will be great if anyone can debunk me so i can see where i may have went wrong Bongbong      ( Date: 16-Dec-2020 16:11) Posted: but i cannot gel his equity numbers on the balance sheet, rights issue was 2bil but only added 300+mil on the forecast for 2020 bystander1965      ( Date: 16-Dec-2020 16:04) Posted: This guy is Head of Research leh..
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bystander1965 Supreme	16-Dec-2020 16:30        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Ask indirect questions and draw up a conclusion himself lor. Very easy if mind already made up. Haha. crouchingtiger      ( Date: 16-Dec-2020 16:26) Posted: If he has a direct line to SMM CEO, how can the view be negative? Which CEO will talk down the prospects of his/her company?
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crouchingtiger Member	16-Dec-2020 16:26        crouchingtiger About Contact  Quote this Post!
x 0   x 0  Alert Admin	If he has a direct line to SMM CEO, how can the view be negative? Which CEO will talk down the prospects of his/her company?
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danger Supreme	16-Dec-2020 16:20        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	So it is A NO GO TO LOAD now ?
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bystander1965 Supreme	16-Dec-2020 16:17        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	In jest ... Anyway in the Nov report he also used the same NTA number, just that he was positive and upgraded it to hold. In a month his view completely changed. Don' t know base on what financial information. Perhaps he has a direct line to SMM CEO. But this case just super duper confirmed my cynical views of these so call analysts or experts. Nanofilm go see who was one of the 2 who made a call to add just last week. Then see the price action since. Bongbong      ( Date: 16-Dec-2020 16:11) Posted: but i cannot gel his equity numbers on the balance sheet, rights issue was 2bil but only added 300+mil on the forecast for 2020 bystander1965      ( Date: 16-Dec-2020 16:04) Posted: This guy is Head of Research leh..
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Bongbong Master	16-Dec-2020 16:11        Bongbong About Contact  Quote this Post!
x 0   x 0  Alert Admin	but i cannot gel his equity numbers on the balance sheet, rights issue was 2bil but only added 300+mil on the forecast for 2020 bystander1965      ( Date: 16-Dec-2020 16:04) Posted: This guy is Head of Research leh... FATABA      ( Date: 16-Dec-2020 16:00) Posted: Bro thanks for the link .....just some view  1. Writer seem to start off with one and only one intention on SMM ...over price.  2. He has focus MUCH on rigs orders , SMM lost and etc which due to over supply of oil rig and low oil prices  3. he has NOT ( even once ) mention anything on NEW energy potential or the route that SMM is trying to focus on moving forward ?    Wonder why as to be fair he shld comment on this new sector potential for SMM ( as this is a main objective of the demerger)  4. The potential merger w Kepp ( ok this I personally also accept is a talk ...NO evident ) .....I do accept this might not happen as many has expected  sorry but I dont see Kep or SMM having the financial ability on either side to merge within the next 6/12 mths . EVEN if they do , this new reborn is adding capacity but doing the same thing ....just my view . This does not mean Kep O& M is not going ahead w its 100 days plan which might NOT involved SMM at all  ( can be w ST eng or some restructuring etc )  Finally the TIMING of this report and the FALL of smm say a lot about this coincident of event .....anyway I think at 15c SMM alrdy generating much demand  Time will tell .
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bystander1965 Supreme	16-Dec-2020 16:04        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	This guy is Head of Research leh... FATABA      ( Date: 16-Dec-2020 16:00) Posted: Bro thanks for the link .....just some view  1. Writer seem to start off with one and only one intention on SMM ...over price.  2. He has focus MUCH on rigs orders , SMM lost and etc which due to over supply of oil rig and low oil prices  3. he has NOT ( even once ) mention anything on NEW energy potential or the route that SMM is trying to focus on moving forward ?    Wonder why as to be fair he shld comment on this new sector potential for SMM ( as this is a main objective of the demerger)  4. The potential merger w Kepp ( ok this I personally also accept is a talk ...NO evident ) .....I do accept this might not happen as many has expected  sorry but I dont see Kep or SMM having the financial ability on either side to merge within the next 6/12 mths . EVEN if they do , this new reborn is adding capacity but doing the same thing ....just my view . This does not mean Kep O& M is not going ahead w its 100 days plan which might NOT involved SMM at all  ( can be w ST eng or some restructuring etc )  Finally the TIMING of this report and the FALL of smm say a lot about this coincident of event .....anyway I think at 15c SMM alrdy generating much demand  Time will tell .   Bongbong      ( Date: 16-Dec-2020 15:18) Posted: U can find the report here: https://sginvestors.io/sgx/stock/s51-sembcorp-marine/analyst-report Will be great if u can see if I missed something
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FATABA Supreme	16-Dec-2020 16:00        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Bro thanks for the link .....just some view  1. Writer seem to start off with one and only one intention on SMM ...over price.  2. He has focus MUCH on rigs orders , SMM lost and etc which due to over supply of oil rig and low oil prices  3. he has NOT ( even once ) mention anything on NEW energy potential or the route that SMM is trying to focus on moving forward ?    Wonder why as to be fair he shld comment on this new sector potential for SMM ( as this is a main objective of the demerger)  4. The potential merger w Kepp ( ok this I personally also accept is a talk ...NO evident ) .....I do accept this might not happen as many has expected  sorry but I dont see Kep or SMM having the financial ability on either side to merge within the next 6/12 mths . EVEN if they do , this new reborn is adding capacity but doing the same thing ....just my view . This does not mean Kep O& M is not going ahead w its 100 days plan which might NOT involved SMM at all  ( can be w ST eng or some restructuring etc )  Finally the TIMING of this report and the FALL of smm say a lot about this coincident of event .....anyway I think at 15c SMM alrdy generating much demand  Time will tell .   Bongbong      ( Date: 16-Dec-2020 15:18) Posted: U can find the report here: https://sginvestors.io/sgx/stock/s51-sembcorp-marine/analyst-report Will be great if u can see if I missed something  FATABA      ( Date: 16-Dec-2020 12:48) Posted: Anyone can kindly cut n paste it here .....thks
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ADS2200 Veteran	16-Dec-2020 15:41        ADS2200 About Contact  Quote this Post!
x 0   x 0  Alert Admin	conglomerate has serviced its purpose consists of different and distinct biz.  scm came a long way and is now demerged more than 3 months, as an entity on its own. it is keppel corp looking to divest keppel o& g which is a right thing to do. kudos to temasek  of course, it is a big win for both to merger as one - horizontal merger since you are not seeing the bigger pic, good that you exit.  all the best ReitsReader      ( Date: 16-Dec-2020 15:25) Posted: The merger is not a confirmed thing. We are all just hoping for it. I decided to cut loss already. What if the merger dont happen? Money would only be stuck there until a year or 2 later till they possibly recover. If merger is on then good ah. But is it confirmed? No. We are only hoping. I exited the boat. Good luck guys.
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honesty Master	16-Dec-2020 15:38        honesty About Contact  Quote this Post!
x 0   x 0  Alert Admin	the new board would want to be fed well and with M& A experience, no way they want to eat grass later. hold your horses 112233      ( Date: 16-Dec-2020 15:30) Posted: if they can secure a few contracts next year, it will be good... if there is merger it is bonus, if no merger so be it lor, ... the most wait 1-2 years to recover. those with strong holding power will benefit. my opinion.  ReitsReader      ( Date: 16-Dec-2020 15:25) Posted: The merger is not a confirmed thing. We are all just hoping for it. I decided to cut loss already. What if the merger dont happen? Money would only be stuck there until a year or 2 later till they possibly recover. If merger is on then good ah. But is it confirmed? No. We are only hoping. I exited the boat. Good luck guys.
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bystander1965 Supreme	16-Dec-2020 15:34        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	I will never buy on this kind of rumours lor ... Street rumours are just ... street rumours. ReitsReader      ( Date: 16-Dec-2020 15:25) Posted: The merger is not a confirmed thing. We are all just hoping for it. I decided to cut loss already. What if the merger dont happen? Money would only be stuck there until a year or 2 later till they possibly recover. If merger is on then good ah. But is it confirmed? No. We are only hoping. I exited the boat. Good luck guys.
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112233 Master	16-Dec-2020 15:30        112233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	if they can secure a few contracts next year, it will be good... if there is merger it is bonus, if no merger so be it lor, ... the most wait 1-2 years to recover. those with strong holding power will benefit. my opinion.  ReitsReader      ( Date: 16-Dec-2020 15:25) Posted: The merger is not a confirmed thing. We are all just hoping for it. I decided to cut loss already. What if the merger dont happen? Money would only be stuck there until a year or 2 later till they possibly recover. If merger is on then good ah. But is it confirmed? No. We are only hoping. I exited the boat. Good luck guys.
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