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UMS
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leongyan
Master |
30-May-2018 15:54
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looking at reports oil could trend slightly lower over the next few weeks due to Saudi' s intervention. Keep cash to buy a few rounds lower. Dont rush all in that' s my advice
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ADNGNG
Senior |
30-May-2018 11:11
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Remain bullish for shipping/logistic and paint coating businesses from 2018 onward
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ADNGNG
Senior |
30-May-2018 11:08
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Remain bearish for all ship builders in 2018
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qtrinity
Senior |
30-May-2018 11:06
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Yup, sell on ' order book news' and take profit. Will not rely on results/dividend announcement :)
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ADNGNG
Senior |
30-May-2018 11:04
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If without both disposal will be in red of at least 500m over in 2017?😂 😂 🤣 🤣
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ADNGNG
Senior |
30-May-2018 10:58
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FY17 full year result with only 14m net profit after get rid of unwanted vessels to 3rd party n disposal of cosco shares 1Q18 with only 5m net profit Bad results since 1Q17 v high possibility in red for 2018 full year result |
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Fire21
Member |
30-May-2018 10:38
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First time buying SembMarine. Hope got first timer luck.😋 | ||||
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qtrinity
Senior |
30-May-2018 10:32
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Yup i collected at 2.07 and 2.08 too
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chenkhoon
Senior |
30-May-2018 10:23
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manage to buy at 2.08
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ysh2006
Supreme |
30-May-2018 07:37
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What is today oil price ?...excess cap when kick in from Russia and Saudi ?..
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Puppylearn
Senior |
29-May-2018 13:26
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Yup, hope can catch it too.
$2.08 can buy or lower than this price $2.05 is better?
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leongyan
Master |
29-May-2018 10:20
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Oil price corrected a bit hence price impact
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ADNGNG
Senior |
28-May-2018 20:25
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Short short short
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chenkhoon
Senior |
28-May-2018 17:43
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Will buy in at $2.08.
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john_ric
Supreme |
28-May-2018 12:13
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today drop a lot. . |
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chenkhoon
Senior |
22-May-2018 14:17
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How come, it does not move up one huh? I am waiting at $2.38.
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qtrinity
Senior |
22-May-2018 13:48
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SembMarine completes 3 fixed platform topsides for France' s Totalhttps://www.businesstimes.com.sg/companies-markets/sembmarine-completes-3-fixed-platform-topsides-for-frances-total |
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wehuattogether88
Supreme |
22-May-2018 13:20
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Another positive BUY recommendation:
KGI Market Ideas Sembcorp Marine: Announced on May 21 that it had secured the Shell Vito contract from Shell offshore (Shell) to construct and integrate the hull, topsides, and living quarters of the semi-submersible Floating Production Unit (FPU). This project is estimated to be worth around S$400mn, bringing total contract value won year-to-date to S$1bn. Sembcorp Marine expects a positive contribution to its earnings from FY2019 to FY2020. We reiterate our BUY recommendation with a target price of S$2.64, based on 2.4x 2018F BVPS (still conservatively 0.5 S.D below its 15-year P/B average) as we see a bottom in new order wins. The large capex cuts in the oil & gas industry since 2014 is setting us up for a new multi-year bull run for companies leveraged to higher oil prices over the next few years, in our view. Sembcorp Marine is currently trading at 15-year historical low valuations (P/B basis) and is well-positioned with its new Tuas mega-yard to be able to capture new type of orders. |
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wehuattogether88
Supreme |
22-May-2018 13:17
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By:
PC Lee 22/05/18, 11:52 am SINGAPORE (May 22): CGS-CIMB Securities is keeping Sembcorp Marine at ?add? with $2.52 target price after it won the Shell Vito semi-sub floating production unit (FPU) contract. Awarded by Shell Offshore Inc, SembMarine will build and integrate the hull, topsides and living quarters of the unit as well as install Shell-furnished equipment. Given equipment will be supplied by the owner, CGS-CIMB estimates the contract value to be US$300 million ($402 million), bringing year-to-date order wins to $900 million versus its $3 billion target for FY18 ended Dec. ?We also project an EBIT margin of about 8-9%,? says analyst Lim Siew Khee in a Monday report. Since Dec 17, SembMarine has secured three large-scale production-related contracts. These include building FPSO hull and living quarters worth US$490 million for Statoil last December FPSO living quarters for Technip FMC estimated $476 million, and the latest Shell Vito contract at US$300 million-US$350 million. This brings production-related contracts to $1.6 billion in the past six months. Almost two years without an order following the oil price crash, 13 floating production, storage and offloading vessel orders have been placed since the fourth quarter of 2016, with three awarded in 2018 and another 10 orders possible by the end of the year, according to AccEnergy Maritime Associates (EMA). ?Our target price is based on 2.2 times CY18F book value, its five-year average. Re-rating catalysts include stronger-than-expected orders while downside risks are cost overruns on projects,? says Lim. As at 11.43am, shares in SembMarine are up 4 cents at $2.31 or 100 times FY19F core earnings. |
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Bigmama
Elite |
22-May-2018 09:25
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Well done SM!
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