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tangsookiam1947 Master	22-Sep-2020 20:30        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	UOB Kian Hian Report Regional utilities peers trade at higher P/B multiples. We highlight that gas & thermal utilities peers in the region trade at a P/B of 1.0-2.3x, renewables peers trade at 1.3-4.7x P/B while water & waste treatment peers trade at 1.8-2.4x P/B. Unfortunately, the company does not disclose the book value of its various business segments in this manner and thus we are not able to undertake a comparable-company valuation. Nevertheless, with SCI trading at 2021 P/B of 0.5x, we are confident that the valuation gap to its peers will close in the next 6- 12 months.     Meaningful upside in the medium to long term, based on earnings multiples. Looking at SCI&rsquo s utilities comparables in the region, there appears to be meaningful valuation upside in excess of S$3.70 (excluding a holding company discount) if we were to use comparable PE multiples for its three business segments.   No longer bound by SMM&rsquo s fortunes. As shown in the chart on the RHS, SCI&rsquo s share price has shown a very high correlation of 94% vs SMM&rsquo s share price over the past 10 years from 2010-2019. In our view, this was due to higher-frequency newsflow from the oil & gas industry as well as the offshore marine industry that moved SMM&rsquo s share price, and thus also had an outsized effect on SCI&rsquo s share price. With the demerger, we believe that SCI&rsquo s share price will be less volatile, and its valuation should reflect regional utilities valuations instead.
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des_khor Supreme	22-Sep-2020 20:20        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is God or Market Fortune Teller in this forum ??"
x 0   x 0  Alert Admin	750,000 shares ?? Longtermer      ( Date: 22-Sep-2020 14:26) Posted: Yes, i am with u guys.. got 750 lots SCI plus free SCM. Hold tight tight.. Cheers   naoshingo      ( Date: 22-Sep-2020 14:23) Posted: Alright...Let' s hold together both SCI / SM...Don' t fly me aeroplane
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mattohoh Elite	22-Sep-2020 19:11        mattohoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Haha this one impossible la. Buy don?t scare scare don?t buy always dyodd tangsookiam1947      ( Date: 22-Sep-2020 19:09) Posted: Like that , best to buy wait and collect at 50 cents ... hahahahahaha Octavia      ( Date: 22-Sep-2020 18:43) Posted: SCI got huge debts to service issuing rights in the future cannot be ruled out. Stock price can be decimated to below a dollar depending on rights offering size.
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tangsookiam1947 Master	22-Sep-2020 19:09        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Like that , best to buy wait and collect at 50 cents ... hahahahahaha Octavia      ( Date: 22-Sep-2020 18:43) Posted: SCI got huge debts to service issuing rights in the future cannot be ruled out. Stock price can be decimated to below a dollar depending on rights offering size.
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Octavia Supreme	22-Sep-2020 18:43        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	SCI got huge debts to service issuing rights in the future cannot be ruled out. Stock price can be decimated to below a dollar depending on rights offering size.
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tt1010880 Senior	22-Sep-2020 18:08        tt1010880 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will this crash??? https://youtu.be/sA7UfDybp5c mattohoh      ( Date: 22-Sep-2020 17:20) Posted: Not bad closing. Same as yesterday but like got wall at 135,136,137
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mattohoh Elite	22-Sep-2020 17:20        mattohoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not bad closing. Same as yesterday but like got wall at 135,136,137
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naoshingo Elite	22-Sep-2020 17:19        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Creation of 2 focused companies....as the main theme of the demerger... The other Brother like wrong focused....
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simpleguy123 Elite	22-Sep-2020 15:38        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Actually i may think of going in below 10 cents. Damn attractive sia freeme      ( Date: 22-Sep-2020 15:18) Posted: SMM looks attractive to me now at 0.145 with 27.5% discount off rights pricing at 0.2 Lets wait awhile more before moving and for trading buy.  Watching! SCI dont need to see. Just keep inside safe and see 6 months later.
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freeme Elite	22-Sep-2020 15:18        freeme About Contact  Quote this Post!
x 0   x 0  Alert Admin	SMM looks attractive to me now at 0.145 with 27.5% discount off rights pricing at 0.2 Lets wait awhile more before moving and for trading buy.  Watching! SCI dont need to see. Just keep inside safe and see 6 months later.
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TigerPlay Master	22-Sep-2020 15:15        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCm jialet leh. 14.4cts !!! i can never dream of this price, but is true. dun be surprise it goes below 10cts...bad bad bad. Wat happen actually..somethng bad?
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mattohoh Elite	22-Sep-2020 15:14        mattohoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya don?t panic selling. Just wait dealingroom88      ( Date: 22-Sep-2020 15:12) Posted: Need constantly remind each other not to cheap sale to bb who may be accumulating
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dealingroom88 Member	22-Sep-2020 15:12        dealingroom88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Need constantly remind each other not to cheap sale to bb who may be accumulating
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dealingroom88 Member	22-Sep-2020 15:09        dealingroom88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I trimmed by free smm to an amount which im comfortable to hold long term. Else also cannot tahan
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tangoanna Master	22-Sep-2020 14:55        tangoanna About Contact  Quote this Post!
x 0   x 0  Alert Admin	How low will SMM get? Unimaginable. Only keppel merger can revive it.
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mattohoh Elite	22-Sep-2020 14:46        mattohoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	I also holding for Long term. Need patience wehuattogether88      ( Date: 22-Sep-2020 14:30) Posted: Hold tight with chains. naoshingo      ( Date: 22-Sep-2020 14:23) Posted: Alright...Let' s hold together both SCI / SM...Don' t fly me aeroplane
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wehuattogether88 Supreme	22-Sep-2020 14:30        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hold tight with chains. naoshingo      ( Date: 22-Sep-2020 14:23) Posted: Alright...Let' s hold together both SCI / SM...Don' t fly me aeroplane  ckmpd1      ( Date: 22-Sep-2020 13:00) Posted: I am with you, Laurenpanna.  Worth holding on to rising stocks
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naoshingo Elite	22-Sep-2020 14:29        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wah..so many SM supporter here... Good to see all the pre-demerger folks still around, including Boatman.. Longtermer      ( Date: 22-Sep-2020 14:26) Posted: Yes, i am with u guys.. got 750 lots SCI plus free SCM. Hold tight tight.. Cheers   naoshingo      ( Date: 22-Sep-2020 14:23) Posted: Alright...Let' s hold together both SCI / SM...Don' t fly me aeroplane
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Longtermer Elite	22-Sep-2020 14:26        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	Yes, i am with u guys.. got 750 lots SCI plus free SCM. Hold tight tight.. Cheers   naoshingo      ( Date: 22-Sep-2020 14:23) Posted: Alright...Let' s hold together both SCI / SM...Don' t fly me aeroplane  ckmpd1      ( Date: 22-Sep-2020 13:00) Posted: I am with you, Laurenpanna.  Worth holding on to rising stocks
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naoshingo Elite	22-Sep-2020 14:24        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	That is True.  uiop1223      ( Date: 22-Sep-2020 13:12) Posted: What happens is that your gain in SCI is offset by losses in SMM Laurenpanna      ( Date: 22-Sep-2020 12:52) Posted: i am still here ! preparing to hold my SCI and SMM for long long term to see what happe
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