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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
littleones Veteran	15-Dec-2020 16:34        littleones About Contact  Quote this Post!
x 0   x 0  Alert Admin	At 12.5 cents, SMM is still valued at S$1.57 billion. Whereas at $1.72, SCI is valued at S$3.075 billion. Which valuation is more realistic? ysh2006      ( Date: 15-Dec-2020 16:29) Posted: Aiya retailers & institution sold many to market in last three months since they received FOC from SCI.. littleones      ( Date: 15-Dec-2020 16:20) Posted: Have you forgotten SembCorp Marine has more than 12 billion shares after the Rights issue
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better Elite	15-Dec-2020 16:34        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ok littleones, for your benefit, this is the computation: SMM shareholder' s equity at the end of FY2019 = $2 billion. They took in $2.1 billion in the rights exercise. Assume a 2020 loss of $250 mil. Shareholder equity at the end of FY2020 = $3.85 billion 3.85 / 12 = 32 cents (book value per share)
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ADS2200 Veteran	15-Dec-2020 16:33        ADS2200 About Contact  Quote this Post!
x 0   x 0  Alert Admin	those who see value will hold. those bonus shares from sci most of them have sold.  now are the rock solid holders and will add more. huat huat huat
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ysh2006 Supreme	15-Dec-2020 16:29        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Aiya retailers & institution sold many to market in last three months since they received FOC from SCI.. littleones      ( Date: 15-Dec-2020 16:20) Posted: Have you forgotten SembCorp Marine has more than 12 billion shares after the Rights issue? better      ( Date: 15-Dec-2020 16:06) Posted: Adrian Loh, the UOB Kay Hian analyst, is truly hopeless in his math and calculating financial ratios. Likely, stock brokers nowsaday don' t have the budget to pay for good talent. In his report, he assumed Sembmarine' s book value is around 20 cents, the rights issue price. So, he says at share price of around 17 cents, it is trading at 0.86x book value. The book value of Sembmarine after rights issue is actually around 30 cents, even if we assumed a 2020 loss of $250mil.
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Shifu8888 Supreme	15-Dec-2020 16:29        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/capital/brokers-calls/uob-kay-hian-upgrades-sembcorp-marine-hold-valuation-grounds-while-cgs-cimb This Adrian Loh wrote similar report and his price was same like before. This time market reacted badly due to his complain : NO CONTRACT WINS This is my analysis. If contracts coming how? Two more weeks.
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ADS2200 Veteran	15-Dec-2020 16:28        ADS2200 About Contact  Quote this Post!
x 0   x 0  Alert Admin	if he is an analyst, it wasn' t a mistake. 20c is the right price. this stock is supported, as such he intentionally issue an erroneous report. despicable act for his own gain. on the bright side, it shows that scm is indeed moving in the right direction.  why let them issue the sell call so they could buy cheap !!!  ​
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littleones Veteran	15-Dec-2020 16:20        littleones About Contact  Quote this Post!
x 0   x 0  Alert Admin	Have you forgotten SembCorp Marine has more than 12 billion shares after the Rights issue? better      ( Date: 15-Dec-2020 16:06) Posted: Adrian Loh, the UOB Kay Hian analyst, is truly hopeless in his math and calculating financial ratios. Likely, stock brokers nowsaday don' t have the budget to pay for good talent. In his report, he assumed Sembmarine' s book value is around 20 cents, the rights issue price. So, he says at share price of around 17 cents, it is trading at 0.86x book value. The book value of Sembmarine after rights issue is actually around 30 cents, even if we assumed a 2020 loss of $250mil.   112233      ( Date: 15-Dec-2020 14:31) Posted: good leh ... more cheap stocks to buy ..hah
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Shifu8888 Supreme	15-Dec-2020 16:15        Shifu8888 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Bro, this young punk assumes forward book value is 21 cents. So he forward and the forward again. Using discount and then discount like GSS. Tell him forward and then forward forward and then forward and then become free, he happy? 😂 I already said no sense Liao. 100-day coming. I will load more. Chan CS already said this business is strategic to Singapore. So, cannot let it die. I q more at 149. Come, throw more better      ( Date: 15-Dec-2020 16:06) Posted: Adrian Loh, the UOB Kay Hian analyst, is truly hopeless in his math and calculating financial ratios. Likely, stock brokers nowsaday don' t have the budget to pay for good talent. In his report, he assumed Sembmarine' s book value is around 20 cents, the rights issue price. So, he says at share price of around 17 cents, it is trading at 0.86x book value. The book value of Sembmarine after rights issue is actually around 30 cents, even if we assumed a 2020 loss of $250mil.   112233      ( Date: 15-Dec-2020 14:31) Posted: good leh ... more cheap stocks to buy ..hah
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bh3388 Member	15-Dec-2020 16:14        bh3388 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks indeed and right share price is $0.2... Shifu8888      ( Date: 15-Dec-2020 16:10) Posted: Analysts BUY call> retailers buy, they sell after buying enough before releasing BUY report Analysts SELL call> retailers sell, they buy and then release BUY call. Important, be your own analysts and do your own homework. Invest with spare cash and not coffin money and then, no need scared when analysts anyhow shout and market gyration. Take care, stock market 没 情 可 言 .
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Shifu8888 Supreme	15-Dec-2020 16:10        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Analysts BUY call> retailers buy, they sell after buying enough before releasing BUY report Analysts SELL call> retailers sell, they buy and then release BUY call. Important, be your own analysts and do your own homework. Invest with spare cash and not coffin money and then, no need scared when analysts anyhow shout and market gyration. Take care, stock market 没 情 可 言 .
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better Elite	15-Dec-2020 16:09        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Or perhaps the glaring error is intentional. Shifu8888      ( Date: 15-Dec-2020 15:57) Posted: Understand that analysts are out there not to make money for retailers. Opposite happens. They know retailers have been buying and they are out to squeeze weak hands. This price level is good for me to jeep and keep. Gamble it. Anyway bank rate low.
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better Elite	15-Dec-2020 16:06        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Adrian Loh, the UOB Kay Hian analyst, is truly hopeless in his math and calculating financial ratios. Likely, stock brokers nowsaday don' t have the budget to pay for good talent. In his report, he assumed Sembmarine' s book value is around 20 cents, the rights issue price. So, he says at share price of around 17 cents, it is trading at 0.86x book value. The book value of Sembmarine after rights issue is actually around 30 cents, even if we assumed a 2020 loss of $250mil.   112233      ( Date: 15-Dec-2020 14:31) Posted: good leh ... more cheap stocks to buy ..haha Luzern      ( Date: 15-Dec-2020 14:26) Posted: Week of 7 Dec 2020           Institutional investors net  sell  (-S$88.3m) vs. (+S$33.7m) a week ago       Retail investors net  buy  (+S$259.2m) vs. (+S$259.5m) a week ago                   Top 10 Institution Net Buy (+) Stocks (S$M) Stock Code Week of 7 Dec Top 10 Institution Net Sell (-) Stocks (S$M) Stock Code Week of 7 Dec CapitaLand Integrated Commercial Trust C38U 35.9 Singtel Z74 (102.5) OCBC O39 26.2 DBS D05 (56.9) CapitaLand C31 22.1 Mapletree Logistics Trust M44U (14.6) Yangzijiang Shipbuilding BS6 17.3 Mapletree Industrial Trust ME8U (14.1) UOB U11 15.3 Sembcorp Marine S51 (9.7) Thai Beverage Y92 13.1 Ascendas REIT A17U (9.2) SIA C6L 7.2 SPH T39 (6.9) Hongkong Land Holdings H78 5.7 Keppel DC REIT AJBU (5.8) Venture Corporation V03 5.6 AEM Holdings AWX (5.5) Sembcorp Industries U96 3.5 Riverstone Holdings AP4 (5.2)                         Top 10 Retail Net Buy (+) Stocks (S$M) Stock Code Week of 7 Dec Top 10 Retail Net Sell (-) Stocks (S$M) Stock Code Week of 7 Dec Singtel Z74 117.9 CapitaLand Integrated Commercial Trust C38U (26.2) Ascendas REIT A17U 38.1 Yangzijiang Shipbuilding BS6 (25.8) DBS D05 18.1 Thai Beverage Y92 (7.7) UOB U11 16.8 Hongkong Land Holdings H78 (5.5) Sembcorp Marine S51 14.9 CapitaLand C31 (5.1) iFast Corporation AIY 12.6 Frencken Group E28 (2.9) Mapletree Logistics Trust M44U 12.2 CapitaLand Retail China Trust AU8U (2.6) Mapletree Industrial Trust ME8U 11.2 ESR-REIT J91U (2.3) AEM Holdings AWX 10.6 Mapletree Commercial Trust N2IU (1.9) SIA C6L 10.3 Mapletree North Asia Commercial Trust RW0U (1.8)   .
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Shifu8888 Supreme	15-Dec-2020 15:57        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Understand that analysts are out there not to make money for retailers. Opposite happens. They know retailers have been buying and they are out to squeeze weak hands. This price level is good for me to jeep and keep. Gamble it. Anyway bank rate low.
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better Elite	15-Dec-2020 15:54        better About Contact  Quote this Post!
x 0   x 0  Alert Admin	Can' t resist. Bought another bunch at 15.1 cents. Thanks to Bro Danger for his advice to reload at 15 cents.    So I kept some dry powder....now can load more near 15 cents. Bro Danger is truly zhun, spot on!!! Bigdaddy      ( Date: 15-Dec-2020 14:49) Posted: i am just gambling. just sold all my gloves counters and bought semb marine 0.151. i feel this is a good price to enter
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ysh2006 Supreme	15-Dec-2020 15:42        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Like previously Sunningdale also pushed up to be play out for privatisation at low price...The last three months BB pushed up to lured retailers to buy ? 112233      ( Date: 15-Dec-2020 14:50) Posted: agree with u bro ... it is a good sign for better things to come.  honesty      ( Date: 15-Dec-2020 14:48) Posted: contrary thinking, the selling by funds is the panacea to a doubtless rapid merger btwn keppel and sembmarine. the boarding of new management is now cornered to get it going
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Shifu8888 Supreme	15-Dec-2020 15:20        Shifu8888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I sense suspicious report by UOB? Why timing now when it is nearing end of 100-day? Yes, end of year still no contract but why bring up now? JPM reports on TG to allow it to buy low. I am not surprised that UOB negative reports on SCM to allow it to buy low before the 100-day merger with KOM. So now, I will be long on this and TG. Note: Invest with spare money and not coffin money.
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pkli899 Supreme	15-Dec-2020 15:16        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope really happen. 112233      ( Date: 15-Dec-2020 14:50) Posted: agree with u bro ... it is a good sign for better things to come.  honesty      ( Date: 15-Dec-2020 14:48) Posted: contrary thinking, the selling by funds is the panacea to a doubtless rapid merger btwn keppel and sembmarine. the boarding of new management is now cornered to get it going
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112233 Master	15-Dec-2020 14:50        112233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	agree with u bro ... it is a good sign for better things to come.  honesty      ( Date: 15-Dec-2020 14:48) Posted: contrary thinking, the selling by funds is the panacea to a doubtless rapid merger btwn keppel and sembmarine. the boarding of new management is now cornered to get it going
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Bigdaddy Veteran	15-Dec-2020 14:49        Bigdaddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	i am just gambling. just sold all my gloves counters and bought semb marine 0.151. i feel this is a good price to enter
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Luzern Supreme	15-Dec-2020 14:49        Luzern About Contact  Quote this Post!   Yells: "9"
x 0   x 0  Alert Admin	It is the combinations of things happening. Fund selling + Market Makers selling + negative analyst report + shaky market..........retails will have ample  (4) reasons to take profit or cut losses first. IMO. bh3388      ( Date: 15-Dec-2020 14:33) Posted: if understand correctly... fund selling? if correct, BAD! Luzern      ( Date: 15-Dec-2020 14:26) Posted: Week of 7 Dec 2020           Institutional investors net  sell  (-S$88.3m) vs. (+S$33.7m) a week ago       Retail investors net  buy  (+S$259.2m) vs. (+S$259.5m) a week ago                   Top 10 Institution Net Buy (+) Stocks (S$M) Stock Code Week of 7 Dec Top 10 Institution Net Sell (-) Stocks (S$M) Stock Code Week of 7 Dec CapitaLand Integrated Commercial Trust C38U 35.9 Singtel Z74 (102.5) OCBC O39 26.2 DBS D05 (56.9) CapitaLand C31 22.1 Mapletree Logistics Trust M44U (14.6) Yangzijiang Shipbuilding BS6 17.3 Mapletree Industrial Trust ME8U (14.1) UOB U11 15.3 Sembcorp Marine S51 (9.7) Thai Beverage Y92 13.1 Ascendas REIT A17U (9.2) SIA C6L 7.2 SPH T39 (6.9) Hongkong Land Holdings H78 5.7 Keppel DC REIT AJBU (5.8) Venture Corporation V03 5.6 AEM Holdings AWX (5.5) Sembcorp Industries U96 3.5 Riverstone Holdings AP4 (5.2)                         Top 10 Retail Net Buy (+) Stocks (S$M) Stock Code Week of 7 Dec Top 10 Retail Net Sell (-) Stocks (S$M) Stock Code Week of 7 Dec Singtel Z74 117.9 CapitaLand Integrated Commercial Trust C38U (26.2) Ascendas REIT A17U 38.1 Yangzijiang Shipbuilding BS6 (25.8) DBS D05 18.1 Thai Beverage Y92 (7.7) UOB U11 16.8 Hongkong Land Holdings H78 (5.5) Sembcorp Marine S51 14.9 CapitaLand C31 (5.1) iFast Corporation AIY 12.6 Frencken Group E28 (2.9) Mapletree Logistics Trust M44U 12.2 CapitaLand Retail China Trust AU8U (2.6) Mapletree Industrial Trust ME8U 11.2 ESR-REIT J91U (2.3) AEM Holdings AWX 10.6 Mapletree Commercial Trust N2IU (1.9) SIA C6L 10.3 Mapletree North Asia Commercial Trust RW0U (1.8)   .
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