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FATABA Supreme	09-May-2023 10:20        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	DBS keeps ' buy' and 14 cents target price on Seatrium ahead of 1QFY2023 earnings DBS Group Research, in its May 8 note, has reiterated its &lsquo buy&rsquo call and 14 cents target price on Seatrium, ahead of its 1QFY2023 business update on May 12. The company, previously called Sembcorp Marine, has built a growing order momentum in the renewable energy space that has hit $5.3 billion year to date, reaching a total of more than $22 billion thus far. Most recently, on May 5, Seatrium announced it has won a $500 million contract to build two offshore wind farm substations from a JV between Equinor and BP. Seatrium is already working on three 2GW high voltage direct current offshore converter platform projects for offshore wind farm projects in the Netherlands secured at end March 2023. Other key wind energy projects in progress include a 1.4GW HVDC offshore converter platform for the Sofia Offshore Wind Farm for UK North Sea operation, a HVDC offshore converter platform and an onshore converter station for the DolWin 5 Offshore Wind Farm in the German North Sea. Another on-going project is to build two 440MW wind farm substation projects in the US, and a 600MW offshore wind farm offshore substation platform in Taiwan
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eugesun Elite	09-May-2023 10:09        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	If I am Seatrium, I would rather pay bank interest to buy back the confidences of investors than issue right to destroyed the trust of public in Seatrium. Think big, don't just think shorts...lol... share456      ( Date: 09-May-2023 09:47) Posted: loan from bank will be sky high interest rate. it will be cheaper for seaatrium to have 3rd right issue. likely to announce in june 2023.   tanchingku      ( Date: 09-May-2023 09:41) Posted: In coming Q1 business update, the announcement may read : Seatrium&rsquo s FY2023 result is expected to be significantly better than FY2022. If the CEO & CFO are more optimistic, then it may read : Seatrium group is expected to be profitable for FY2023. This statement will probably appear in Q2 result announcement when the success story is clearer. Then, analysts will raise target price with headlines : Seatrium is expected to return to black in FY2023. Share price will just chiong ! For right issue prayers, Seatrium&rsquo s order book is more than $20b, they can easily get project financing or loan from the bank for $10b. DBS would love to lend Seatrium and earn the interest income.
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Coyote66 Member	09-May-2023 10:03        Coyote66 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Hahaha low down desperate guy. U have my pity :-) share456      ( Date: 09-May-2023 09:47) Posted: loan from bank will be sky high interest rate. it will be cheaper for seaatrium to have 3rd right issue. likely to announce in june 2023.   tanchingku      ( Date: 09-May-2023 09:41) Posted: In coming Q1 business update, the announcement may read : Seatrium&rsquo s FY2023 result is expected to be significantly better than FY2022. If the CEO & CFO are more optimistic, then it may read : Seatrium group is expected to be profitable for FY2023. This statement will probably appear in Q2 result announcement when the success story is clearer. Then, analysts will raise target price with headlines : Seatrium is expected to return to black in FY2023. Share price will just chiong ! For right issue prayers, Seatrium&rsquo s order book is more than $20b, they can easily get project financing or loan from the bank for $10b. DBS would love to lend Seatrium and earn the interest income.
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Michael1688 Member	09-May-2023 10:00        Michael1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Super Low Volumn in morning. Winning Contract on last announcement is not so well receive by markets. Furthermore, Contra Players eager to unload. Clearing 130 is very challenging
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share456 Veteran	09-May-2023 09:47        share456 About Contact  Quote this Post!
x 0   x 0  Alert Admin	loan from bank will be sky high interest rate. it will be cheaper for seaatrium to have 3rd right issue. likely to announce in june 2023.   tanchingku      ( Date: 09-May-2023 09:41) Posted: In coming Q1 business update, the announcement may read : Seatrium&rsquo s FY2023 result is expected to be significantly better than FY2022. If the CEO & CFO are more optimistic, then it may read : Seatrium group is expected to be profitable for FY2023. This statement will probably appear in Q2 result announcement when the success story is clearer. Then, analysts will raise target price with headlines : Seatrium is expected to return to black in FY2023. Share price will just chiong ! For right issue prayers, Seatrium&rsquo s order book is more than $20b, they can easily get project financing or loan from the bank for $10b. DBS would love to lend Seatrium and earn the interest income.
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tanchingku Senior	09-May-2023 09:41        tanchingku About Contact  Quote this Post!
x 1   x 0  Alert Admin	In coming Q1 business update, the announcement may read : Seatrium&rsquo s FY2023 result is expected to be significantly better than FY2022. If the CEO & CFO are more optimistic, then it may read : Seatrium group is expected to be profitable for FY2023. This statement will probably appear in Q2 result announcement when the success story is clearer. Then, analysts will raise target price with headlines : Seatrium is expected to return to black in FY2023. Share price will just chiong ! For right issue prayers, Seatrium&rsquo s order book is more than $20b, they can easily get project financing or loan from the bank for $10b. DBS would love to lend Seatrium and earn the interest income.
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Login20 Master	09-May-2023 09:26        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi,Thank you for the response, CIMB Research is rather informative if read in detail, hope the best is yet to be, time being is coming Friday eventful day, not much of info on this update currently can be found, just hope this 1st update by New Brand Seatrium don' t screw up. Happy Investing
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eugesun Elite	09-May-2023 09:20        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Our big brother newbie says 30c, I follow...and I greedy, make it 40c...lol.. FATABA      ( Date: 09-May-2023 09:10) Posted: wow IF Seatrium win this order , order will cross $25B in 2023   est 15% nett margin is $6.5B for the next few years LOL  Now is tha good reason to cross 20c or more ? Dyodd Login20      ( Date: 08-May-2023 19:50) Posted: FYI. Part of CGS-CIMB Research dated 5/5/23. According to Industry News via Upstream, Seatrium is still one of the bidders for the US$2 billions Australian FPSO for Dorado project, which will be up for re-tender in the 2H2023. Seatrium and Altera Infrastructure were the front runners. Hope Seatrium get this new order. Happy Investing
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FATABA Supreme	09-May-2023 09:10        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	wow IF Seatrium win this order , order will cross $25B in 2023   est 15% nett margin is $6.5B for the next few years LOL  Now is tha good reason to cross 20c or more ? Dyodd Login20      ( Date: 08-May-2023 19:50) Posted: FYI. Part of CGS-CIMB Research dated 5/5/23. According to Industry News via Upstream, Seatrium is still one of the bidders for the US$2 billions Australian FPSO for Dorado project, which will be up for re-tender in the 2H2023. Seatrium and Altera Infrastructure were the front runners. Hope Seatrium get this new order. Happy Investing
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eugesun Elite	09-May-2023 09:05        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Great news, very informative on revenue projection....thank you ....chiong to 150 now next week... Login20      ( Date: 08-May-2023 23:39) Posted: FYI. Part of CGS-CIMB Reserach dated 31/3/23 (Offshore HVDC Contract Win Sets New Benchmark) .....we estimate GE contracts lifted Sembcorp Marine' s current orderbook to ~S$23.1 bn (Feb: 23 ~S$17.8 bn), close to the peak combined orderbook of Keppel Offshore & Marine (KOM) and Sembcorp Marine from 2012-2014. Soon will set record high if in order... n3wbie      ( Date: 08-May-2023 22:21) Posted: Both O& M and renewables contracts on the roll... will help build up order book to a record high
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newbie19 Supreme	09-May-2023 08:51        newbie19 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Login20      ( Date: 08-May-2023 23:51) Posted: You are welcome, no problem, we are a team :) good night n3wbie      ( Date: 08-May-2023 23:47) Posted: Thanks for sharin
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Login20 Master	08-May-2023 23:51        Login20 About Contact  Quote this Post!
x 1   x 0  Alert Admin	You are welcome, no problem, we are a team :) good night n3wbie      ( Date: 08-May-2023 23:47) Posted: Thanks for sharing Login20      ( Date: 08-May-2023 23:39) Posted: FYI. Part of CGS-CIMB Reserach dated 31/3/23 (Offshore HVDC Contract Win Sets New Benchmark) .....we estimate GE contracts lifted Sembcorp Marine' s current orderbook to ~S$23.1 bn (Feb: 23 ~S$17.8 bn), close to the peak combined orderbook of Keppel Offshore & Marine (KOM) and Sembcorp Marine from 2012-2014. Soon will set record high if in order..
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n3wbie Elite	08-May-2023 23:47        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Thanks for sharing Login20      ( Date: 08-May-2023 23:39) Posted: FYI. Part of CGS-CIMB Reserach dated 31/3/23 (Offshore HVDC Contract Win Sets New Benchmark) .....we estimate GE contracts lifted Sembcorp Marine' s current orderbook to ~S$23.1 bn (Feb: 23 ~S$17.8 bn), close to the peak combined orderbook of Keppel Offshore & Marine (KOM) and Sembcorp Marine from 2012-2014. Soon will set record high if in order... n3wbie      ( Date: 08-May-2023 22:21) Posted: Both O& M and renewables contracts on the roll... will help build up order book to a record high
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Login20 Master	08-May-2023 23:39        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	FYI. Part of CGS-CIMB Reserach dated 31/3/23 (Offshore HVDC Contract Win Sets New Benchmark) .....we estimate GE contracts lifted Sembcorp Marine' s current orderbook to ~S$23.1 bn (Feb: 23 ~S$17.8 bn), close to the peak combined orderbook of Keppel Offshore & Marine (KOM) and Sembcorp Marine from 2012-2014. Soon will set record high if in order... n3wbie      ( Date: 08-May-2023 22:21) Posted: Both O& M and renewables contracts on the roll... will help build up order book to a record high! Login20      ( Date: 08-May-2023 19:50) Posted: FYI. Part of CGS-CIMB Research dated 5/5/23. According to Industry News via Upstream, Seatrium is still one of the bidders for the US$2 billions Australian FPSO for Dorado project, which will be up for re-tender in the 2H2023. Seatrium and Altera Infrastructure were the front runners. Hope Seatrium get this new order. Happy Investing
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n3wbie Elite	08-May-2023 22:21        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Both O& M and renewables contracts on the roll... will help build up order book to a record high! Login20      ( Date: 08-May-2023 19:50) Posted: FYI. Part of CGS-CIMB Research dated 5/5/23. According to Industry News via Upstream, Seatrium is still one of the bidders for the US$2 billions Australian FPSO for Dorado project, which will be up for re-tender in the 2H2023. Seatrium and Altera Infrastructure were the front runners. Hope Seatrium get this new order. Happy Investing
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Login20 Master	08-May-2023 19:50        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	FYI. Part of CGS-CIMB Research dated 5/5/23. According to Industry News via Upstream, Seatrium is still one of the bidders for the US$2 billions Australian FPSO for Dorado project, which will be up for re-tender in the 2H2023. Seatrium and Altera Infrastructure were the front runners. Hope Seatrium get this new order. Happy Investing
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eugesun Elite	08-May-2023 19:44        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	140 coming....everyday 300 millions volume is good sign.. eugesun      ( Date: 08-May-2023 19:37) Posted: https://www.theedgesingapore.com/capital/brokers-calls/dbs-keeps-buy-and-14-cents-target-price-seatrium-ahead-1qfy2023-earnings
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eugesun Elite	08-May-2023 19:37        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/capital/brokers-calls/dbs-keeps-buy-and-14-cents-target-price-seatrium-ahead-1qfy2023-earnings
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john_ric Supreme	08-May-2023 19:32        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	T selling at 0.122 Take note.
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n3wbie Elite	08-May-2023 17:12        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	This is actually more of Keppel divesting their stake though - that 5% which they had which is a non-core investment hence the continued divestment CheeryVGoh      ( Date: 08-May-2023 16:12) Posted: Temasek disposed 6,032,400 shares at 0.122 on 02/05, after transaction still holding 39.99%
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