Back

Latest Forum Topics / Sembcorp Ind    Last:6.13    -0.08

Post Reply

SembCorp Industries Post Reply Rate topic
St.Maximus Supreme	18-Oct-2020 13:54        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	What do the rest think? Based on your best estimate.
Useful To Me  Not Useful To Me
tangsookiam1947 Master	18-Oct-2020 13:49        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	what is the likelihood of diviends from SCI for full-year 2020?  Pioneer generation needs some income support... St.Maximus      ( Date: 17-Oct-2020 22:02) Posted: https://links.sgx.com/FileOpen/SCI%20The%20Creation%20of%20Two%20Focused%20Companies.ashx?App=Announcement& FileID=616792 I attach the demerger document above to look again at the benefits of the demerger. FY 2019 EPS to increase to 14.3 cents and ROE to 7.9%. But note this is for FY 2019, assume no SMM. So yes, for FY 2019, taking out SMM would have improved last year' s results. But now it is 2020. We are not so sure what it would be. So we can only guess.
Useful To Me  Not Useful To Me
ckmpd1 Supreme	18-Oct-2020 13:25        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i look at dundamentals and alsp set a target for the short time.  If price s[pikes i sell when it reaches the profit target.  If not, i hold in for the longer term as SCI and SCM have good fyndamentals, are well supported by TH and the industry is good.   bystander1965      ( Date: 18-Oct-2020 11:43) Posted: You have a long term view on this and have the patience. 👍 Over the years I have shifted quite a lot in my style. Finally coming back to fundamentals after one big loop.😂 ckmpd1      ( Date: 18-Oct-2020 11:39) Posted: .  Unlike some forumners here, I think a slow and gradual rise in SCI until 2021 is good for serious SCI investor
Useful To Me  Not Useful To Me
bystander1965 Supreme	18-Oct-2020 11:43        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	You have a long term view on this and have the patience. 👍 Over the years I have shifted quite a lot in my style. Finally coming back to fundamentals after one big loop.😂 ckmpd1      ( Date: 18-Oct-2020 11:39) Posted: .  Unlike some forumners here, I think a slow and gradual rise in SCI until 2021 is good for serious SCI investors bystander1965      ( Date: 18-Oct-2020 11:32) Posted: Yup me too. Waiting for smm to show some promise then maybe I will add more there. For sci if it charges up crazily in a short span of time I will consider exiting and buy back when it drops back to trend. In a way I want it to go slowly up so that I don't have to do that. Haha
Useful To Me  Not Useful To Me
ckmpd1 Supreme	18-Oct-2020 11:39        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	.  Unlike some forumners here, I think a slow and gradual rise in SCI until 2021 is good for serious SCI investors bystander1965      ( Date: 18-Oct-2020 11:32) Posted: Yup me too. Waiting for smm to show some promise then maybe I will add more there. For sci if it charges up crazily in a short span of time I will consider exiting and buy back when it drops back to trend. In a way I want it to go slowly up so that I don't have to do that. Haha. ckmpd1      ( Date: 18-Oct-2020 11:29) Posted: Yes.  Every investor has his own target and considerations.  I bought SCI before demerger and am holding onto SCI and SCM as I see value in these counters
Useful To Me  Not Useful To Me
bystander1965 Supreme	18-Oct-2020 11:32        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Yup me too. Waiting for smm to show some promise then maybe I will add more there. For sci if it charges up crazily in a short span of time I will consider exiting and buy back when it drops back to trend. In a way I want it to go slowly up so that I don't have to do that. Haha. ckmpd1      ( Date: 18-Oct-2020 11:29) Posted: Yes.  Every investor has his own target and considerations.  I bought SCI before demerger and am holding onto SCI and SCM as I see value in these counters. bystander1965      ( Date: 18-Oct-2020 11:23) Posted: Haha I would say it really depends on your style. Some counters I do trade. But this one I intend to keep for a while because I see the potential like the other one I sold trio early against my own analysis. At least u bought back when u noticed it trending up again.
Useful To Me  Not Useful To Me
simpleguy123 Elite	18-Oct-2020 11:29        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Thanks bro for your encouragement. I do admit that i had moved to Keppel Corp initially because i felt it was slightly more stable than SembCorp. But i remembered what were my oroginal beliefs in this counter. bystander1965      ( Date: 18-Oct-2020 11:23) Posted: Haha I would say it really depends on your style. Some counters I do trade. But this one I intend to keep for a while because I see the potential like the other one I sold trio early against my own analysis. At least u bought back when u noticed it trending up again. simpleguy123      ( Date: 18-Oct-2020 11:03) Posted: All right here goes: First Holding (Paid up): Buy: 10,000 @ 1.18 = $11,800 Sell: 10,000 @ 1.32 = $13,200 Profit before commission deduction: $1,400 Second Holding (Contra): Buy: 10,000 @ 1.32 = $13,200 Sell: 10,000 @ 1.36 = $13,600 Profit before commission deduction: $400 If I hold all the way and didn' t sell from my first situation: Buy: 10,000 @ 1.18 = $11,800 Current: 10,000 @ 1.44 = $14,400 Unrealized Profit before commission deduction: $2,600 Oppty Cost: $2,600 - $1,800 (Sum of the two actual scenarios) = $800 Was haunted by my past decision not to sell Sheng Siong when it was at 1.80 per share. Can' t deny that it influences my decision to conduct profit-taking. It' s still a learning process for me each day, and ultimately SembCorp has more potential for growth than Sheng Siong
Useful To Me  Not Useful To Me
ckmpd1 Supreme	18-Oct-2020 11:29        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes.  Every investor has his own target and considerations.  I bought SCI before demerger and am holding onto SCI and SCM as I see value in these counters. bystander1965      ( Date: 18-Oct-2020 11:23) Posted: Haha I would say it really depends on your style. Some counters I do trade. But this one I intend to keep for a while because I see the potential like the other one I sold trio early against my own analysis. At least u bought back when u noticed it trending up again. simpleguy123      ( Date: 18-Oct-2020 11:03) Posted: All right here goes: First Holding (Paid up): Buy: 10,000 @ 1.18 = $11,800 Sell: 10,000 @ 1.32 = $13,200 Profit before commission deduction: $1,400 Second Holding (Contra): Buy: 10,000 @ 1.32 = $13,200 Sell: 10,000 @ 1.36 = $13,600 Profit before commission deduction: $400 If I hold all the way and didn' t sell from my first situation: Buy: 10,000 @ 1.18 = $11,800 Current: 10,000 @ 1.44 = $14,400 Unrealized Profit before commission deduction: $2,600 Oppty Cost: $2,600 - $1,800 (Sum of the two actual scenarios) = $800 Was haunted by my past decision not to sell Sheng Siong when it was at 1.80 per share. Can' t deny that it influences my decision to conduct profit-taking. It' s still a learning process for me each day, and ultimately SembCorp has more potential for growth than Sheng Siong
Useful To Me  Not Useful To Me
bystander1965 Supreme	18-Oct-2020 11:23        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	Haha I would say it really depends on your style. Some counters I do trade. But this one I intend to keep for a while because I see the potential like the other one I sold trio early against my own analysis. At least u bought back when u noticed it trending up again. simpleguy123      ( Date: 18-Oct-2020 11:03) Posted: All right here goes: First Holding (Paid up): Buy: 10,000 @ 1.18 = $11,800 Sell: 10,000 @ 1.32 = $13,200 Profit before commission deduction: $1,400 Second Holding (Contra): Buy: 10,000 @ 1.32 = $13,200 Sell: 10,000 @ 1.36 = $13,600 Profit before commission deduction: $400 If I hold all the way and didn' t sell from my first situation: Buy: 10,000 @ 1.18 = $11,800 Current: 10,000 @ 1.44 = $14,400 Unrealized Profit before commission deduction: $2,600 Oppty Cost: $2,600 - $1,800 (Sum of the two actual scenarios) = $800 Was haunted by my past decision not to sell Sheng Siong when it was at 1.80 per share. Can' t deny that it influences my decision to conduct profit-taking. It' s still a learning process for me each day, and ultimately SembCorp has more potential for growth than Sheng Siong  bystander1965      ( Date: 18-Oct-2020 10:00) Posted: What is your opportunity cost then? (I mean Vs if u had held on till now). Frankly I feel good about this counter. The last time I had the feeling I didn't listen to myself and cashed out another counter w 25-30% gain thinking I will get back when it dropped. I never did and instead it went up and up over the next couple of years. It is 350% now if I had held on as I thought I would. One of my expensive lessons. 🤣 So this time if no real good reason I am just going to sit still and do nothing
Useful To Me  Not Useful To Me
ckmpd1 Supreme	18-Oct-2020 11:06        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good to sell when SCI hits your profit target and buy back when SCI reaches a low target. simpleguy123      ( Date: 18-Oct-2020 11:03) Posted: All right here goes: First Holding (Paid up): Buy: 10,000 @ 1.18 = $11,800 Sell: 10,000 @ 1.32 = $13,200 Profit before commission deduction: $1,400 Second Holding (Contra): Buy: 10,000 @ 1.32 = $13,200 Sell: 10,000 @ 1.36 = $13,600 Profit before commission deduction: $400 If I hold all the way and didn' t sell from my first situation: Buy: 10,000 @ 1.18 = $11,800 Current: 10,000 @ 1.44 = $14,400 Unrealized Profit before commission deduction: $2,600 Oppty Cost: $2,600 - $1,800 (Sum of the two actual scenarios) = $800 Was haunted by my past decision not to sell Sheng Siong when it was at 1.80 per share. Can' t deny that it influences my decision to conduct profit-taking. It' s still a learning process for me each day, and ultimately SembCorp has more potential for growth than Sheng Siong  bystander1965      ( Date: 18-Oct-2020 10:00) Posted: What is your opportunity cost then? (I mean Vs if u had held on till now). Frankly I feel good about this counter. The last time I had the feeling I didn't listen to myself and cashed out another counter w 25-30% gain thinking I will get back when it dropped. I never did and instead it went up and up over the next couple of years. It is 350% now if I had held on as I thought I would. One of my expensive lessons. 🤣 So this time if no real good reason I am just going to sit still and do nothing
Useful To Me  Not Useful To Me
simpleguy123 Elite	18-Oct-2020 11:03        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	All right here goes: First Holding (Paid up): Buy: 10,000 @ 1.18 = $11,800 Sell: 10,000 @ 1.32 = $13,200 Profit before commission deduction: $1,400 Second Holding (Contra): Buy: 10,000 @ 1.32 = $13,200 Sell: 10,000 @ 1.36 = $13,600 Profit before commission deduction: $400 If I hold all the way and didn' t sell from my first situation: Buy: 10,000 @ 1.18 = $11,800 Current: 10,000 @ 1.44 = $14,400 Unrealized Profit before commission deduction: $2,600 Oppty Cost: $2,600 - $1,800 (Sum of the two actual scenarios) = $800 Was haunted by my past decision not to sell Sheng Siong when it was at 1.80 per share. Can' t deny that it influences my decision to conduct profit-taking. It' s still a learning process for me each day, and ultimately SembCorp has more potential for growth than Sheng Siong  bystander1965      ( Date: 18-Oct-2020 10:00) Posted: What is your opportunity cost then? (I mean Vs if u had held on till now). Frankly I feel good about this counter. The last time I had the feeling I didn't listen to myself and cashed out another counter w 25-30% gain thinking I will get back when it dropped. I never did and instead it went up and up over the next couple of years. It is 350% now if I had held on as I thought I would. One of my expensive lessons. 🤣 So this time if no real good reason I am just going to sit still and do nothing. simpleguy123      ( Date: 18-Oct-2020 07:35) Posted: I'm secretly impressed by its resiliency. I bought this stock twice after Demerger, and sold off twice for profit taking. And yet it still didn't drop :)
Useful To Me  Not Useful To Me
bystander1965 Supreme	18-Oct-2020 10:00        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	What is your opportunity cost then? (I mean Vs if u had held on till now). Frankly I feel good about this counter. The last time I had the feeling I didn't listen to myself and cashed out another counter w 25-30% gain thinking I will get back when it dropped. I never did and instead it went up and up over the next couple of years. It is 350% now if I had held on as I thought I would. One of my expensive lessons. 🤣 So this time if no real good reason I am just going to sit still and do nothing. simpleguy123      ( Date: 18-Oct-2020 07:35) Posted: I'm secretly impressed by its resiliency. I bought this stock twice after Demerger, and sold off twice for profit taking. And yet it still didn't drop :)) john_ric      ( Date: 17-Oct-2020 13:40) Posted: scI looks set to surge.
Useful To Me  Not Useful To Me
simpleguy123 Elite	18-Oct-2020 09:46        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Isn't this news more applicable for Sembmarine, rather than SembCorp? danger      ( Date: 18-Oct-2020 08:51) Posted: Reuters  is reporting that Petrobras is preparing to launch a tender to build Brazil&rsquo s largest-ever oil platform, according to two people with knowledge of the matter, as the state-controlled oil firm pushes ahead with ambitious plans to boost deepwater production. Petrobras plans to launch the leasing tender for the FPSO by the end of August, the people said. Equivalent vessels for deepwater production have cost between US$2.5 billion and US$3 billion to build. Winners build and own the platforms, and lease them to Petrobras in contracts with daily rates of up to US$1 million that often last longer than 15 years. It will be the seventh FPSO in Buzios, Brazil&rsquo s second most productive field and one of the biggest deepwater discoveries this century, the people said.
Useful To Me  Not Useful To Me
danger Supreme	18-Oct-2020 08:51        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Reuters  is reporting that Petrobras is preparing to launch a tender to build Brazil&rsquo s largest-ever oil platform, according to two people with knowledge of the matter, as the state-controlled oil firm pushes ahead with ambitious plans to boost deepwater production. Petrobras plans to launch the leasing tender for the FPSO by the end of August, the people said. Equivalent vessels for deepwater production have cost between US$2.5 billion and US$3 billion to build. Winners build and own the platforms, and lease them to Petrobras in contracts with daily rates of up to US$1 million that often last longer than 15 years. It will be the seventh FPSO in Buzios, Brazil&rsquo s second most productive field and one of the biggest deepwater discoveries this century, the people said.
Useful To Me  Not Useful To Me
ckmpd1 Supreme	18-Oct-2020 07:42        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	well done, simpleguy123.    simpleguy123      ( Date: 18-Oct-2020 07:35) Posted: I'm secretly impressed by its resiliency. I bought this stock twice after Demerger, and sold off twice for profit taking. And yet it still didn't drop :)) john_ric      ( Date: 17-Oct-2020 13:40) Posted: scI looks set to surge.
Useful To Me  Not Useful To Me
simpleguy123 Elite	18-Oct-2020 07:35        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I'm secretly impressed by its resiliency. I bought this stock twice after Demerger, and sold off twice for profit taking. And yet it still didn't drop :)) john_ric      ( Date: 17-Oct-2020 13:40) Posted: scI looks set to surge.
Useful To Me  Not Useful To Me
St.Maximus Supreme	17-Oct-2020 22:02        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://links.sgx.com/FileOpen/SCI%20The%20Creation%20of%20Two%20Focused%20Companies.ashx?App=Announcement& FileID=616792 I attach the demerger document above to look again at the benefits of the demerger. FY 2019 EPS to increase to 14.3 cents and ROE to 7.9%. But note this is for FY 2019, assume no SMM. So yes, for FY 2019, taking out SMM would have improved last year' s results. But now it is 2020. We are not so sure what it would be. So we can only guess.
Useful To Me  Not Useful To Me
St.Maximus Supreme	17-Oct-2020 17:56        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	No one is ' forcing' brother ckmpd1 to say. Just asking... ... I just guess lah
Useful To Me  Not Useful To Me
danger Supreme	17-Oct-2020 17:06        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Please dont force our bro say it as it is almost a investment secret .... must he openly say it is jp morgan asset mgmt or BlackRock... oooops !   ckmpd1      ( Date: 17-Oct-2020 14:53) Posted: A group of like minded investors who study and analyse geopolitics, country specific factors, industries and various companies to understand the macro and micro factors.    St.Maximus      ( Date: 17-Oct-2020 14:46) Posted: Your company is? Pardon me..
Useful To Me  Not Useful To Me
St.Maximus Supreme	17-Oct-2020 15:53        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Where can they be found?
Useful To Me  Not Useful To Me

                                                         First   < Newer   6341-6360 of 16273   Older>   Last