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The SEA of Hopes and ATRIUM of Surprises Post Reply Rate topic
BinderyT Elite	05-Aug-2024 11:59        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	I always laugh when management starts to use EBIDTA.   Started in telcos then spread to all the money losing tech companies like Uber and Grab.   Your biz is either profitable or not.   Why say its profitable IF depreciation, amortization, etc are excluded?   Absolute nonsense. LoudShout      ( Date: 05-Aug-2024 11:20) Posted: Out of 4 billon revenue, showed a 38 millio profit before tax.  What a crap, not tailwind but fart wind.  Got ST to write a glowing article of tailwind but turned up to be fart wind.  Again, harped on before impairment or arbitration, EBITDA..  please stick to Net Profit After Tax and diividend yield.  ST can hype the share price up but end of day the miserable net profit margin shows.
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ahbui8 Master	05-Aug-2024 11:59        ahbui8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	bloomberg consensus for Seatrium 1H profit is 200m, but actual is 115m fall short of more than 40%. Seatrium turn profit in 1H 2024 is not a surprise, many consensus expect it. BinderyT      ( Date: 05-Aug-2024 11:48) Posted: The point is - fund managers not interested.   With them gone, short sellers take control.   You can argue all you want that its underpriced, has potential, has Strong Buy rating, etc but retail doesn' t move the market. Eagle88      ( Date: 05-Aug-2024 11:45) Posted: Seatrium returns to black in 1H2024 with underlying net profit of S$115 million ▪ 1H2024 results improved year-on-year to an underlying net profit1 of S$115 million, reflecting the strong focus on executing projects and improving margins ▪ 1H2024 underlying EBITDA1 increased over nine-fold to S$390 million, up from S$36 million for 1H2023 ▪ Secured decade-high net order book2 of S$26.1 billion with deliveries till 2031, providing a strong pipeline of future revenue  The Group&rsquo s underlying performance also improved. Seatrium&rsquo s underlying EBITDA was S$390 million for 1H2024, excluding the one-off provision of S$79 million for the full and final settlement to MH Wirth. This was an improvement from 1H2023&rsquo s EBITDA of S$36 million and was backed by improved margins and lower overheads. Reflecting the increased activity and continued project execution, underlying net profit for 1H2024 was S$115 million, reversing from a net loss of S$264 million for 1H2023.  Lower net profits due to ONE OFF PROVISION OF 79 MILS for the FULL settlement to MH Wirth !!!
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Chansenghoe1971 Elite	05-Aug-2024 11:58        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bindery is right and his point reinforced my earlier point as well. There is no meaningful insti funds buying. Shortists saw the big depth and there is nk real buyers. SBB is nothing. Such is perfect storm and best hotbed for them to short. Retailers can t move the market. However good the reports are all toilet papers That s why I also trade this never hold for LONG term as long term can be WRONG term. Login20      ( Date: 05-Aug-2024 11:53) Posted: I share your thoughts BinderyT      ( Date: 05-Aug-2024 11:48) Posted: The point is - fund managers not interested.   With them gone, short sellers take control.   You can argue all you want that its underpriced, has potential, has Strong Buy rating, etc but retail doesn' t move the market
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Login20 Master	05-Aug-2024 11:56        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This year dividend is almost impossible or very little if there is , which institutions is keen without a good dividend? Just a thought.  DOYDD Login20      ( Date: 05-Aug-2024 11:53) Posted: I share your thoughts BinderyT      ( Date: 05-Aug-2024 11:48) Posted: The point is - fund managers not interested.   With them gone, short sellers take control.   You can argue all you want that its underpriced, has potential, has Strong Buy rating, etc but retail doesn' t move the market
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Login20 Master	05-Aug-2024 11:53        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I share your thoughts BinderyT      ( Date: 05-Aug-2024 11:48) Posted: The point is - fund managers not interested.   With them gone, short sellers take control.   You can argue all you want that its underpriced, has potential, has Strong Buy rating, etc but retail doesn' t move the market. Eagle88      ( Date: 05-Aug-2024 11:45) Posted: Seatrium returns to black in 1H2024 with underlying net profit of S$115 million ▪ 1H2024 results improved year-on-year to an underlying net profit1 of S$115 million, reflecting the strong focus on executing projects and improving margins ▪ 1H2024 underlying EBITDA1 increased over nine-fold to S$390 million, up from S$36 million for 1H2023 ▪ Secured decade-high net order book2 of S$26.1 billion with deliveries till 2031, providing a strong pipeline of future revenue  The Group&rsquo s underlying performance also improved. Seatrium&rsquo s underlying EBITDA was S$390 million for 1H2024, excluding the one-off provision of S$79 million for the full and final settlement to MH Wirth. This was an improvement from 1H2023&rsquo s EBITDA of S$36 million and was backed by improved margins and lower overheads. Reflecting the increased activity and continued project execution, underlying net profit for 1H2024 was S$115 million, reversing from a net loss of S$264 million for 1H2023.  Lower net profits due to ONE OFF PROVISION OF 79 MILS for the FULL settlement to MH Wirth !!!
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BinderyT Elite	05-Aug-2024 11:48        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	The point is - fund managers not interested.   With them gone, short sellers take control.   You can argue all you want that its underpriced, has potential, has Strong Buy rating, etc but retail doesn' t move the market. Eagle88      ( Date: 05-Aug-2024 11:45) Posted: Seatrium returns to black in 1H2024 with underlying net profit of S$115 million ▪ 1H2024 results improved year-on-year to an underlying net profit1 of S$115 million, reflecting the strong focus on executing projects and improving margins ▪ 1H2024 underlying EBITDA1 increased over nine-fold to S$390 million, up from S$36 million for 1H2023 ▪ Secured decade-high net order book2 of S$26.1 billion with deliveries till 2031, providing a strong pipeline of future revenue  The Group&rsquo s underlying performance also improved. Seatrium&rsquo s underlying EBITDA was S$390 million for 1H2024, excluding the one-off provision of S$79 million for the full and final settlement to MH Wirth. This was an improvement from 1H2023&rsquo s EBITDA of S$36 million and was backed by improved margins and lower overheads. Reflecting the increased activity and continued project execution, underlying net profit for 1H2024 was S$115 million, reversing from a net loss of S$264 million for 1H2023.  Lower net profits due to ONE OFF PROVISION OF 79 MILS for the FULL settlement to MH Wirth !!!
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Eagle88 Supreme	05-Aug-2024 11:45        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seatrium returns to black in 1H2024 with underlying net profit of S$115 million ▪ 1H2024 results improved year-on-year to an underlying net profit1 of S$115 million, reflecting the strong focus on executing projects and improving margins ▪ 1H2024 underlying EBITDA1 increased over nine-fold to S$390 million, up from S$36 million for 1H2023 ▪ Secured decade-high net order book2 of S$26.1 billion with deliveries till 2031, providing a strong pipeline of future revenue  The Group&rsquo s underlying performance also improved. Seatrium&rsquo s underlying EBITDA was S$390 million for 1H2024, excluding the one-off provision of S$79 million for the full and final settlement to MH Wirth. This was an improvement from 1H2023&rsquo s EBITDA of S$36 million and was backed by improved margins and lower overheads. Reflecting the increased activity and continued project execution, underlying net profit for 1H2024 was S$115 million, reversing from a net loss of S$264 million for 1H2023.  Lower net profits due to ONE OFF PROVISION OF 79 MILS for the FULL settlement to MH Wirth !!!
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BinderyT Elite	05-Aug-2024 11:40        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m surprise you guys still adding ... I' m going to exit. MrBear12sfan      ( Date: 05-Aug-2024 11:07) Posted: Btw, not sure if its helpful, but all my 3 orders are from normal like dbs, phillips, fortis, no numbered houses. 2egg4kosong      ( Date: 05-Aug-2024 11:01) Posted: Holding some at 149. Will let go if 160.
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LoudShout Master	05-Aug-2024 11:20        LoudShout About Contact  Quote this Post!
x 1   x 0  Alert Admin	Out of 4 billon revenue, showed a 38 millio profit before tax.  What a crap, not tailwind but fart wind.  Got ST to write a glowing article of tailwind but turned up to be fart wind.  Again, harped on before impairment or arbitration, EBITDA..  please stick to Net Profit After Tax and diividend yield.  ST can hype the share price up but end of day the miserable net profit margin shows.
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Eagle88 Supreme	05-Aug-2024 11:15        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	As in any companies, most important is to get the sale i.e. order book must be high, the rest is to ensure to make the proft margin !!! Now Seatrium is with very high order book of 26.1 Billions (we are talking about 1HFY24 only, still have 2HFY24 for more possible orders !!!), so the management just need to ensure the profits flowing in, the rest will be history !!! HUAT AH !!! Eagle88      ( Date: 05-Aug-2024 10:24) Posted: Hope more analysts will revise the TP to higher TP based on the results, very high revenue and order book of 26.1 Billions !!! How many companies in Singapre is with such order book ??? Just need to improve profts margin and the profits will be tremendous !!! Tob231      ( Date: 05-Aug-2024 10:14) Posted: yes, chains are gone .... set free Celebration for the month of August - National Da
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tonytony Veteran	05-Aug-2024 11:10        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Many forced sales this morning .
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eugesun Elite	05-Aug-2024 11:09        eugesun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Envy you guys, no extra cash now for me... 😭 Hope price keep down for a while for me to load up... MrBear12sfan      ( Date: 05-Aug-2024 10:51) Posted: Thank you thank you, woke up and suddenly all my 3 orders filled. Boss Chan caught any? SAVIORFOREVER      ( Date: 05-Aug-2024 10:25) Posted: Congrats those who bought 142. Trade with thank you contra buyers and DYODD
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MrBear12sfan Member	05-Aug-2024 11:07        MrBear12sfan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Btw, not sure if its helpful, but all my 3 orders are from normal like dbs, phillips, fortis, no numbered houses. 2egg4kosong      ( Date: 05-Aug-2024 11:01) Posted: Holding some at 149. Will let go if 160.
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Maxgrow68 Elite	05-Aug-2024 11:03        Maxgrow68 About Contact  Quote this Post!   Yells: "Right and Kind. Choose Kind then you are always Right !"
x 0   x 0  Alert Admin	Agree, when price fall, just nimble....cos the Co will not go belly up! My accumulation range from 155 to 150 over last 2 weeks.  Today another chance to add at low....or will it break below 1.40 to the 1.30 series? Anybody guess? Eagle88      ( Date: 05-Aug-2024 10:14) Posted: I have bought more to average up !!! Have hope in this company after the turn around !!! Joyoftheworld      ( Date: 05-Aug-2024 10:00) Posted: My queue order from 2 weeks ago at 146, 144 abd 142 were filled. Cheap sale
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2egg4kosong Veteran	05-Aug-2024 11:01        2egg4kosong About Contact  Quote this Post! Style: Technical   Mood:
x 0   x 0  Alert Admin	Holding some at 149. Will let go if 160.
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MrBear12sfan Member	05-Aug-2024 10:51        MrBear12sfan About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you thank you, woke up and suddenly all my 3 orders filled. Boss Chan caught any? SAVIORFOREVER      ( Date: 05-Aug-2024 10:25) Posted: Congrats those who bought 142. Trade with thank you contra buyers and DYODD
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SAVIORFOREVER Supreme	05-Aug-2024 10:25        SAVIORFOREVER About Contact  Quote this Post!
x 0   x 0  Alert Admin	Congrats those who bought 142. Trade with thank you contra buyers and DYODD
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Eagle88 Supreme	05-Aug-2024 10:24        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope more analysts will revise the TP to higher TP based on the results, very high revenue and order book of 26.1 Billions !!! How many companies in Singapre is with such order book ??? Just need to improve profts margin and the profits will be tremendous !!! Tob231      ( Date: 05-Aug-2024 10:14) Posted: yes, chains are gone .... set free Celebration for the month of August - National Day tonytony      ( Date: 05-Aug-2024 10:04) Posted: This is a turn around company , best time to get in .
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Tob231 Elite	05-Aug-2024 10:14        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes, chains are gone .... set free Celebration for the month of August - National Day tonytony      ( Date: 05-Aug-2024 10:04) Posted: This is a turn around company , best time to get in .
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Eagle88 Supreme	05-Aug-2024 10:14        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have bought more to average up !!! Have hope in this company after the turn around !!! Joyoftheworld      ( Date: 05-Aug-2024 10:00) Posted: My queue order from 2 weeks ago at 146, 144 abd 142 were filled. Cheap sale. Eagle88      ( Date: 05-Aug-2024 09:55) Posted: With SBB kicks in and shortist covering back, the SP may rebound fast and furious !!
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