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Sembmarine
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ozone2002
Supreme |
03-Jan-2014 13:46
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Semb Mar still the best in my view, DBS recommending a hold Peers Valuation Source: Bloomberg Finance L.P., DBS Vickers t Price Target Div Yield EPS Cap (S$) Price % 12-14 (US$m) 31-Dec (S$) Upside Rcmd 13F 14F 13F 14F 13F 14F 13F 14F 13F (%)Cosco Corporation Dec 1,339 0.755 0.76 0% FV 44.3x 33.1x 1.3x 1.3x 14.1x 12.4x 3% 4% 0.9% -30.5 Keppel Corporation Dec 16,018 11.19 12.90 15% Buy 13.1x 12.5x 2.0x 1.8x 11.9x 11.3x 16% 15% 3.9% -8.1 Sembcorp Industries Dec 7,758 5.49 6.00 9% Buy 11.6x 10.7x 1.7x 1.6x 5.7x 5.2x 16% 15% 2.9% 11.4 Sembcorp Marine Dec 7,357 4.45 4.80 8% Hold 18.7x 14.9x 3.5x 3.1x 11.9x 9.5x 20% 22% 2.8% 11.6
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ozone2002
Supreme |
03-Jan-2014 10:06
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Last:4.41 Vol:140k  -0.02
moving south, collection time for me as price dips.. |
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New123
Supreme |
02-Jan-2014 22:55
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SembMar may move up to test $4.50.
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ozone2002
Supreme |
02-Jan-2014 09:45
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went down to 4.43 with this announcement, good news is sad news to market participants. Looks yummy to me tho :) Sembcorp Marine: Secures US$211.5m Jack-up Rig Order Summary: SembCorp Marine (SMM) has secured a repeat order to build a third Pacific Class jack-up rig worth US$211.5m from Perisai (L) Inc, a wholly-owned subsidiary of Perisai Petroleum Teknologi Bhd. Scheduled for delivery in 3Q16, the rig will be built based on PPL Shipyard?s proprietary Pacific Class 400 design with similar specifications as the first and second rig units secured in May 2012 and Feb 2013 respectively. We estimate that the latest order win would boost its net order book to S$13.76b, versus S$12.7b won in 2012 although the latest contract is not expected to have any material impact on the consolidated NTA and EPS for FY13. Maintain BUY with an unchanged S$5.68 fair value. (Carey Wong) |
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GorgeousOng
Supreme |
27-Dec-2013 09:26
Yells: "Hehehaha...enjoy life n live to the fullest..." |
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Happy new year to you !!! Cheers!!! Huat arh!!!
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ozone2002
Supreme |
27-Dec-2013 09:13
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Last:4.41 Vol:38k  +0.01
SWEEEEEEEEEEEEEEEEEE! fundamental stocks can't go wrong .. :)
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New123
Supreme |
25-Dec-2013 16:53
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updates for SembMar http://sporeshare.blogspot.sg/2013/12/sembmar.html | ||||
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ozone2002
Supreme |
24-Dec-2013 09:52
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Last:4.36 Vol:220k -
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bishan22
Supreme |
16-Dec-2013 15:46
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Submarine today. | ||||
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GorgeousOng
Supreme |
16-Dec-2013 11:06
Yells: "Hehehaha...enjoy life n live to the fullest..." |
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Be patient |
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DeepBlue
Veteran |
16-Dec-2013 11:04
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Up one day, then surrender the gains inspite shares buy back. Wat a bore. |
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ozone2002
Supreme |
16-Dec-2013 10:39
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Sembcorp Marine Ltd 12-Dec-13 Share Buy-Back 200,000 4.2775 |
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ozone2002
Supreme |
16-Dec-2013 10:22
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Last:4.31 Vol:226k -0.04
company bought back close to $4m worth of shares, if the company was not bullish about its prospects then why would it pump so much money into its share? read between the lines rather than relying on external sources, insiders are the window to what is going on in the company
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GorgeousOng
Supreme |
13-Dec-2013 19:09
Yells: "Hehehaha...enjoy life n live to the fullest..." |
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Two Sifus totally have two different view all together !!!! |
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stockmarketmind
Elite |
13-Dec-2013 18:56
Yells: "stockmarketmindgames" |
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SembMar 11 cents today!! http://stockmarketmindgames.blogspot.sg/2013/12/sembmar-breakout-today-with-11-cents.html
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ozone2002
Supreme |
13-Dec-2013 16:36
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Chdjdjdjdjsjsjsjsjsjsk436 | ||||
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Octavia
Supreme |
13-Dec-2013 11:42
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Macquarie has an O/w, TP 5.80, S$14b order book is the biggest and healthiest it has ever had, which provides visibility for the next three years. | ||||
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stockmarketmind
Elite |
13-Dec-2013 11:22
Yells: "stockmarketmindgames" |
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SembMar seems to have some hidden buying. http://stockmarketmindgames.blogspot.sg/2013/12/sembmar-short-term-hidden-buying.html |
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New123
Supreme |
12-Dec-2013 18:05
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Comp buying back shares may temp support the prices from going down. Look for the signal to consider . See my view at http://sporeshare.blogspot.sg/2013/12/sembmar.html
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ozone2002
Supreme |
12-Dec-2013 14:29
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Company buying back their own shares..by the hundreds! +ve indication of its current value Sembcorp Marine Ltd 11-Dec-13 Share Buy-Back 200,000 4.2775 |
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