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earlybird14 Supreme	03-Dec-2014 20:14        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	2014 is higher after drill ship revenue is recognized. The great potential risk is their petrobras fpsos and drill ships building in Brazil yard which yard construction are delayed. If still don't receive news of completion by 1st quarter 2015. Ugly thing may happen which will give excuse for petrobas to cancel the order to slow down their investment on low oil price environment. Kyoto2008      ( Date: 03-Dec-2014 19:17) Posted: Rigs is 65% of totsl revenue in 2013. Vulnerable position as they just expanded capacity. CashKing      ( Date: 03-Dec-2014 17:48) Posted: any idea sembcorp marine how many percent biz doing ship repair and oil rig?
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Kyoto2008 Elite	03-Dec-2014 19:17        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Rigs is 65% of totsl revenue in 2013. Vulnerable position as they just expanded capacity. CashKing      ( Date: 03-Dec-2014 17:48) Posted: any idea sembcorp marine how many percent biz doing ship repair and oil rig?
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CashKing Member	03-Dec-2014 17:48        CashKing About Contact  Quote this Post!
x 0   x 0  Alert Admin	any idea sembcorp marine how many percent biz doing ship repair and oil rig?
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victorcy2004 Member	03-Dec-2014 17:27        victorcy2004 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The near term target is 2.5-2.7
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alexcai Member	03-Dec-2014 17:13        alexcai About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	haha. just keep shorting. you will wish that sgx open 24hr. CashKing      ( Date: 03-Dec-2014 17:06) Posted: sgx should down their system whole day...
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CashKing Member	03-Dec-2014 17:06        CashKing About Contact  Quote this Post!
x 0   x 0  Alert Admin	sgx should down their system whole day...
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spore1 Supreme	03-Dec-2014 17:01        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If that happen Buy and stock up if u hv extra $$. Can make $$ in time to come when oil prices start go up WinningStock      ( Date: 03-Dec-2014 16:43) Posted: Won' t be suprised if the price can drop to below $2. In Oct 2007 the price was $5.60...then drop...all the way to $1.22 in Oct 2008,within a one year period. victorcy2004      ( Date: 01-Dec-2014 15:32) Posted: Key support 3 has been broken, next support 2.83 then 2.5, 2.3. Will invest if price falls to 2.3-2.5 range.
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WinningStock Senior	03-Dec-2014 16:59        WinningStock About Contact  Quote this Post!
x 0   x 0  Alert Admin	However the price recoverd from Oct 2008 $1.22 to   Apr 2011 $6.00. If buy this stock at low range, can hold for a while for upside. WinningStock      ( Date: 03-Dec-2014 16:43) Posted: Won' t be suprised if the price can drop to below $2. In Oct 2007 the price was $5.60...then drop...all the way to $1.22 in Oct 2008,within a one year period. victorcy2004      ( Date: 01-Dec-2014 15:32) Posted: Key support 3 has been broken, next support 2.83 then 2.5, 2.3. Will invest if price falls to 2.3-2.5 range.
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BreadPitt Member	03-Dec-2014 16:44        BreadPitt About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope Temasek will not forsake Sembmarine like what he did to Statschipac... Why no share buyback? 😅
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WinningStock Senior	03-Dec-2014 16:43        WinningStock About Contact  Quote this Post!
x 0   x 0  Alert Admin	Won' t be suprised if the price can drop to below $2. In Oct 2007 the price was $5.60...then drop...all the way to $1.22 in Oct 2008,within a one year period. victorcy2004      ( Date: 01-Dec-2014 15:32) Posted: Key support 3 has been broken, next support 2.83 then 2.5, 2.3. Will invest if price falls to 2.3-2.5 range.
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bishan22 Supreme	03-Dec-2014 16:32        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Testing 2.90 today.
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victorcy2004 Member	01-Dec-2014 15:32        victorcy2004 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Key support 3 has been broken, next support 2.83 then 2.5, 2.3. Will invest if price falls to 2.3-2.5 range.
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Farmer Master	01-Dec-2014 11:26        Farmer About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Staying caution! There could be contract cancellation in due course should the current oil/energy related sectors issue becomes a prolong crisis and affecting long term fundamentals. Not vested yet...continue to kiv. ozone2002      ( Date: 01-Dec-2014 11:14) Posted: happily buying..not everyday u get a chance to buy blu chip on sale good luck dyodd danger      ( Date: 29-Nov-2014 09:49) Posted: ozone up lorry already ?
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Qanghoo Supreme	01-Dec-2014 11:23        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually, don' t think they are doing that badly.  Margins seem to remain quite stable.  Order book already sealed n work ongoing till 2016.  So, less likely to be impacted by current oil px woes, unless of course there are cancellations (which is more a peculiar COSCO issue, going by past events - of course Sembmarine also has a small stake in COSCO).  Obviously in a market plagued by super stormy oceans, no one is spared.  But impact on KCorp n SMarine may not  be  as great I' d think.  Just that opportunists are having a field day.  It' s really a great time for people with deep pockets to stretch them even deeper.  . Kyoto2008      ( Date: 01-Dec-2014 10:59) Posted: Fr annual report , for 2013, 65% of revenue was fr rigs. Co expanded facilities in a time when new jobs wd be competitive due to declining oil price. Profitability will be severely affected by events. Kyoto2008      ( Date: 29-Nov-2014 19:16) Posted: Wonder how much of Sembmarine is in O& G
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ozone2002 Supreme	01-Dec-2014 11:14        ozone2002 About Contact  Quote this Post! Style: Technical
x 0   x 0  Alert Admin	happily buying..not everyday u get a chance to buy blu chip on sale good luck dyodd danger      ( Date: 29-Nov-2014 09:49) Posted: ozone up lorry already ? ozone2002      ( Date: 06-Nov-2014 09:37) Posted: Last:3.6     Vol:1797k     -0.08 dipped below 3.6 already.. dip in prices present a buying opportunity for value investors gd luck dyodd
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Kyoto2008 Elite	01-Dec-2014 10:59        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fr annual report , for 2013, 65% of revenue was fr rigs. Co expanded facilities in a time when new jobs wd be competitive due to declining oil price. Profitability will be severely affected by events. Kyoto2008      ( Date: 29-Nov-2014 19:16) Posted: Wonder how much of Sembmarine is in O& G
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ysh2006 Supreme	01-Dec-2014 10:41        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SMM this yr got not much project oil price down sure affect them for deep sea oil rig nobody build...Bid for European jobs also affected MOG also not so stupid to give them at good profit price like last time lah maybe lose money sumilar to 10 yr ago untill no money to pay 13 mtn bonus. peace.lehh      ( Date: 30-Nov-2014 12:16) Posted: Some oil counters are not affected by this big drop in oil price. victorcy2004      ( Date: 28-Nov-2014 11:50) Posted: Oil price drop below 70USD, Semb marine tumbled.
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hlfoo2010 Master	01-Dec-2014 10:27        hlfoo2010 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The chineses govt  are smiling the oil gas dropping. Some TA may not know china oil and gas reserve storage far far under not 2 or 3 but appr 8 to 9 times if  war happened was reported
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bishan22 Supreme	01-Dec-2014 09:46        bishan22 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Magic number is 2.50. Used to load in many moons back.
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surefire Member	01-Dec-2014 09:29        surefire About Contact  Quote this Post!
x 0   x 0  Alert Admin	Continuing its miserable one-way drop!
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