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FATABA Supreme	23-Jun-2015 16:21        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Its unlikely they are involved as blue chip spore company ..but maybe affected by some middle man or otherwise in Brazil . Whatever , share prices will be affected somewhat. ysh2006      ( Date: 23-Jun-2015 16:11) Posted: My broker emailed me a Bloomberg report saying Keppel FELS and Sembmarine Jurong yard involved in a case of " under table money" with Brazil yards ...this time also   police get in to investigate ? Octavia      ( Date: 23-Jun-2015 12:04) Posted: Transocean has deferred the delivery of two ultra-deepwater drillships to be constructed by Sembcorp Marine Jurong Shipyard by 24 months.  The contracts are worth US$540m per unit and were originally scheduled to be delivered in 2Q17 and 1Q18. The revised delivery dates are 2Q19 and 1Q20.  While Maybank-KE has previously expected delays, the 24-month deferment is longer than expected. This comes after Transocean delayed five jackup rigs contracted to Keppel FELS by 18 months.  Other rig contractors like Atwood and Ensco have also delayed their drillship orders with the Korean yards. These reflects the severe rig supply glut over the next two years, and underscores Maybank-KE negative view on rigbuilders. Maybank-KE is cutting its FY15-17e earnings estimates by 3%/7%/1% to factor the delay, and maintains its Sell rating on SMM with an unchanged TP of $2.45. The house does not rule out further earnings revisions on further surprise delivery deferments. Best to avoid KepCorp too for time being.
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earlybird14 Supreme	23-Jun-2015 16:17        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	just sold off keppel and sembmar stock. Petrobras has no money to pay for the rigs, eventually they will try their best to cancel the rigs or send the subsidiary to go bankrupt. Sembmarine will be the badly affected since they have dump few hundred million to build the new shipyard in brazil and the shipyard will be out of jobs. Petrobras will be a very ugly story in 2015 to 2016. ysh2006      ( Date: 23-Jun-2015 16:11) Posted: My broker emailed me a Bloomberg report saying Keppel FELS and Sembmarine Jurong yard involved in a case of " under table money" with Brazil yards ...this time also   police get in to investigate ? Octavia      ( Date: 23-Jun-2015 12:04) Posted: Transocean has deferred the delivery of two ultra-deepwater drillships to be constructed by Sembcorp Marine Jurong Shipyard by 24 months.  The contracts are worth US$540m per unit and were originally scheduled to be delivered in 2Q17 and 1Q18. The revised delivery dates are 2Q19 and 1Q20.  While Maybank-KE has previously expected delays, the 24-month deferment is longer than expected. This comes after Transocean delayed five jackup rigs contracted to Keppel FELS by 18 months.  Other rig contractors like Atwood and Ensco have also delayed their drillship orders with the Korean yards. These reflects the severe rig supply glut over the next two years, and underscores Maybank-KE negative view on rigbuilders. Maybank-KE is cutting its FY15-17e earnings estimates by 3%/7%/1% to factor the delay, and maintains its Sell rating on SMM with an unchanged TP of $2.45. The house does not rule out further earnings revisions on further surprise delivery deferments. Best to avoid KepCorp too for time being.
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ysh2006 Supreme	23-Jun-2015 16:11        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My broker emailed me a Bloomberg report saying Keppel FELS and Sembmarine Jurong yard involved in a case of " under table money" with Brazil yards ...this time also   police get in to investigate ? Octavia      ( Date: 23-Jun-2015 12:04) Posted: Transocean has deferred the delivery of two ultra-deepwater drillships to be constructed by Sembcorp Marine Jurong Shipyard by 24 months.  The contracts are worth US$540m per unit and were originally scheduled to be delivered in 2Q17 and 1Q18. The revised delivery dates are 2Q19 and 1Q20.  While Maybank-KE has previously expected delays, the 24-month deferment is longer than expected. This comes after Transocean delayed five jackup rigs contracted to Keppel FELS by 18 months.  Other rig contractors like Atwood and Ensco have also delayed their drillship orders with the Korean yards. These reflects the severe rig supply glut over the next two years, and underscores Maybank-KE negative view on rigbuilders. Maybank-KE is cutting its FY15-17e earnings estimates by 3%/7%/1% to factor the delay, and maintains its Sell rating on SMM with an unchanged TP of $2.45. The house does not rule out further earnings revisions on further surprise delivery deferments. Best to avoid KepCorp too for time being.
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vivivava Veteran	23-Jun-2015 12:31        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	M& A is seem for the 1st time in O& G space since last year. some say its a sign of oil bottom http://www.cnbc.com/id/102776920
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Octavia Supreme	23-Jun-2015 12:04        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Transocean has deferred the delivery of two ultra-deepwater drillships to be constructed by Sembcorp Marine Jurong Shipyard by 24 months.  The contracts are worth US$540m per unit and were originally scheduled to be delivered in 2Q17 and 1Q18. The revised delivery dates are 2Q19 and 1Q20.  While Maybank-KE has previously expected delays, the 24-month deferment is longer than expected. This comes after Transocean delayed five jackup rigs contracted to Keppel FELS by 18 months.  Other rig contractors like Atwood and Ensco have also delayed their drillship orders with the Korean yards. These reflects the severe rig supply glut over the next two years, and underscores Maybank-KE negative view on rigbuilders. Maybank-KE is cutting its FY15-17e earnings estimates by 3%/7%/1% to factor the delay, and maintains its Sell rating on SMM with an unchanged TP of $2.45. The house does not rule out further earnings revisions on further surprise delivery deferments. Best to avoid KepCorp too for time being.
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GuavaXF30 Elite	11-Jun-2015 10:36        GuavaXF30 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Should still underweight. O& G counters still facing headwind. mollerack      ( Date: 10-Jun-2015 20:07) Posted:   Sembcorp Marine coming up again!
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mollerack Member	10-Jun-2015 20:07        mollerack About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sembcorp Marine coming up again!
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BreadPitt Member	10-Jun-2015 17:09        BreadPitt About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sebmarine has made it to shore.......Tomorrow should see up trend. Shortists was stunned and caught offguard today!
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ozone2002 Supreme	10-Jun-2015 15:37        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Time: 2:15PM Exchange: SGX Stock: Sembcorp Marine(S51) Signal: Resistance - Breakout with High Volume Last Done: $2.9 BreadPitt      ( Date: 10-Jun-2015 12:24) Posted: Anyone bought some at cheap discount Lelong yesterday? I think the Avengers are forming and building it up!  No more these type of pricing anymore ! Below $2.85...........
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BreadPitt Member	10-Jun-2015 12:24        BreadPitt About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone bought some at cheap discount Lelong yesterday? I think the Avengers are forming and building it up!  No more these type of pricing anymore ! Below $2.85...........
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BreadPitt Member	09-Jun-2015 16:44        BreadPitt About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today special Lelong price is going to end soon, make sure you have add it into your porkorelio.
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bishan22 Supreme	09-Jun-2015 13:23        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Troops on stand by at hill 250. ysh2006      ( Date: 09-Jun-2015 13:15) Posted: Supposed anticipating projects not coming ...insiders sell ?...come July company restructuring, many heads roll ?...(I think only) ozone2002      ( Date: 09-Jun-2015 12:02) Posted: Last:2.78     Vol:2331k     -0.07            support broken.. downtrend expected..   back to 2009 low?
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ysh2006 Supreme	09-Jun-2015 13:15        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Supposed anticipating projects not coming ...insiders sell ?...come July company restructuring, many heads roll ?...(I think only) ozone2002      ( Date: 09-Jun-2015 12:02) Posted: Last:2.78     Vol:2331k     -0.07            support broken.. downtrend expected..   back to 2009 low? ozone2002      ( Date: 08-Jun-2015 11:05) Posted:   Last:2.87     Vol:747k     -0.04              back down to support at 2.85.. will it break this support?
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BreadPitt Member	09-Jun-2015 13:08        BreadPitt About Contact  Quote this Post!
x 0   x 0  Alert Admin	Accumulated some today at this morning price, hope it can turn into a Golden Goose in next 6 to 12 months time.
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ozone2002 Supreme	09-Jun-2015 12:02        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	Last:2.78     Vol:2331k     -0.07            support broken.. downtrend expected..   back to 2009 low? ozone2002      ( Date: 08-Jun-2015 11:05) Posted:   Last:2.87     Vol:747k     -0.04              back down to support at 2.85.. will it break this support?
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buysellbuysell Master	09-Jun-2015 08:49        buysellbuysell About Contact  Quote this Post! Style: Flexible   Mood: Yells: "someone please sell down low so that others can buy low"
x 0   x 0  Alert Admin	Sell down this counter, those who can pickup, Â   ho say liao, if your funds locked up somewhere, then later lor
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lglg666 Supreme	09-Jun-2015 00:12        lglg666 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guessed it's the same thing for most O & G sector....free falling stock price.
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buysellbuysell Master	08-Jun-2015 16:21        buysellbuysell About Contact  Quote this Post! Style: Flexible   Mood: Yells: "someone please sell down low so that others can buy low"
x 0   x 0  Alert Admin	Super accurate, whenever I say buy the counter drops..... lol so funny, next time I just say buy and I sell   Steady hor buysellbuysell      ( Date: 05-Jun-2015 15:09) Posted: Now is June beginning,    at this 2.91 2.92 point,    can consider grab some as the next wave of going up will be coming till aug or sep where the fed meets
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spore1 Supreme	08-Jun-2015 15:36        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	it will give u a golden opportunity to collect at low price and invest for capital gain + dividend...It may happen if mkt sentiment is very weak.. Let' s see if it can hold $2.85. This is crucial + critical... bishan22      ( Date: 08-Jun-2015 15:28) Posted: 2.50 was many moons ago price. Wah... so cheap leh... spore1      ( Date: 08-Jun-2015 15:18) Posted: Breaking down $2.85 will b ugly. May b will see $2.50..
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buysellbuysell Master	08-Jun-2015 15:35        buysellbuysell About Contact  Quote this Post! Style: Flexible   Mood: Yells: "someone please sell down low so that others can buy low"
x 0   x 0  Alert Admin	Queuing to buy....but with cpf and srs close eyes and sleep with this counter and sembcorp... This counter will hit 2.5x provided a major bad news...or Lehman Brothers... Buy when everyone siam or buy when everyone greedy? ! Â   Â
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