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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
lawsershare Senior	30-Sep-2020 21:12        lawsershare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Alternative Keppel Corp may acquire Sembcorp Marine as the price is too good for them... Looks like both are our National Teasure Asset, both Left & Right hands are brothers... SgTrader17      ( Date: 30-Sep-2020 20:39) Posted: My personal opinions is that Keppel Marine will be taken out private by Temasek at a premium, this benefiting the Shareholders of KC, especially after the withdrawal of the bid for KC. After that, Keppel Marine can be injected into SCM and giving a boost to SCM business and share price. Temasek holds such a big pie of the new SCM. If share price goes back up, it will be beneficial to them. Perhaps more than what they pay to KC on the long term when SCM recovers to glory days with Keppel Marine merger into it. That's my opinions, as mentioned. DYODD.
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Bry_2004 Member	30-Sep-2020 21:08        Bry_2004 About Contact  Quote this Post!
x 0   x 0  Alert Admin	#2 is most likely via loans..I think it was mentioned that since TH is major shareholder now..It would be easier for smm to get loans, if required #3 is dilution yes..But not that rights issue kind of dilution..As this time there is an increase in assets and potential economies of scale in the long run.. Lastly..For those that buy into SMM.. Please note that you are now vested into a pure marine play counter..It's not SCI pre merger or KC type of counter that you are buying into.. If you trust that the business would revive some day..Buy it..If not, do avoid it.. SMM will still be a pure marine play..Merger or no merger simpleguy123      ( Date: 30-Sep-2020 17:34) Posted: Erh No.2 is Rights Issue again?? Or is that for No. 3?? Alson18      ( Date: 30-Sep-2020 17:27) Posted: Whatever they do, SMM shareholders are already punished enough. Hope they dont make it worse for the existing shareholders.
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BIGBOOBEAR Veteran	30-Sep-2020 20:44        BIGBOOBEAR About Contact  Quote this Post! Style: Combined   Mood: Yells: "Better to meet a bear robbed of her cubs than a fool"
x 0   x 0  Alert Admin	No more rights issues! Either SMM sinks or it swims towards a rocket launch pad andmakes it there before it sinks. Alson18      ( Date: 30-Sep-2020 17:27) Posted: Whatever they do, SMM shareholders are already punished enough. Hope they dont make it worse for the existing shareholders.   Bry_2004      ( Date: 30-Sep-2020 17:20) Posted: that would depend on what kind of merger..imho theres a few possibilities, but u can rule out KC buying over SMM..they will never do it.. 1) TH buy over KOM to merge with SMM 2) SMM use debt financing to purchase KOM 3) KC shareholders are given SMM shares in exchange for KOM to be merged with SMM (sounds like a familiar de merger story recently)
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SgTrader17 Elite	30-Sep-2020 20:39        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	My personal opinions is that Keppel Marine will be taken out private by Temasek at a premium, this benefiting the Shareholders of KC, especially after the withdrawal of the bid for KC. After that, Keppel Marine can be injected into SCM and giving a boost to SCM business and share price. Temasek holds such a big pie of the new SCM. If share price goes back up, it will be beneficial to them. Perhaps more than what they pay to KC on the long term when SCM recovers to glory days with Keppel Marine merger into it. That's my opinions, as mentioned. DYODD.
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naoshingo Elite	30-Sep-2020 19:47        naoshingo About Contact  Quote this Post!
x 1   x 0  Alert Admin	I think the arrangement is similar to CMT and CCT merger.... Shares issue. KC SH will get SM shares " free gift" ..Lol
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dealingroom88 Member	30-Sep-2020 19:36        dealingroom88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	More dilution..no no way. We will vote NO during egm with our hands n legs as smm SH Alson18      ( Date: 30-Sep-2020 17:27) Posted: Whatever they do, SMM shareholders are already punished enough. Hope they dont make it worse for the existing shareholders.   Bry_2004      ( Date: 30-Sep-2020 17:20) Posted: that would depend on what kind of merger..imho theres a few possibilities, but u can rule out KC buying over SMM..they will never do it.. 1) TH buy over KOM to merge with SMM 2) SMM use debt financing to purchase KOM 3) KC shareholders are given SMM shares in exchange for KOM to be merged with SMM (sounds like a familiar de merger story recently)
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bystander1965 Supreme	30-Sep-2020 18:04        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	1. TH buys over Kom? They are not a charity. Smm sh will be forced to swallow the dilution. 2. Smm buys over. It's not in a position to do that now. What do smm sh get? This only benefits kepcorp sh. 3. This is pure dilution on smm sh. Again what do smm sh get? It benefits kepcorp sh only. May be a share swap is more viable. Both get diluted but gain the other's equity?
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simpleguy123 Elite	30-Sep-2020 17:34        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Erh No.2 is Rights Issue again?? Or is that for No. 3?? Alson18      ( Date: 30-Sep-2020 17:27) Posted: Whatever they do, SMM shareholders are already punished enough. Hope they dont make it worse for the existing shareholders.   Bry_2004      ( Date: 30-Sep-2020 17:20) Posted: that would depend on what kind of merger..imho theres a few possibilities, but u can rule out KC buying over SMM..they will never do it.. 1) TH buy over KOM to merge with SMM 2) SMM use debt financing to purchase KOM 3) KC shareholders are given SMM shares in exchange for KOM to be merged with SMM (sounds like a familiar de merger story recently)
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eric998 Supreme	30-Sep-2020 17:33        eric998 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Still a lot of selling by BBs.. Bry_2004      ( Date: 30-Sep-2020 17:17) Posted: end of the day only a measely 1.3%..seems like it will require a real, actual catalyst..not one that is based on expectations only
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Alson18 Senior	30-Sep-2020 17:27        Alson18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Whatever they do, SMM shareholders are already punished enough. Hope they dont make it worse for the existing shareholders.   Bry_2004      ( Date: 30-Sep-2020 17:20) Posted: that would depend on what kind of merger..imho theres a few possibilities, but u can rule out KC buying over SMM..they will never do it.. 1) TH buy over KOM to merge with SMM 2) SMM use debt financing to purchase KOM 3) KC shareholders are given SMM shares in exchange for KOM to be merged with SMM (sounds like a familiar de merger story recently)
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1c2e3s Veteran	30-Sep-2020 17:25        1c2e3s About Contact  Quote this Post!
x 0   x 0  Alert Admin	3) KC shareholders are given SMM shares in exchange for KOM to be merged with SMM (sounds like a familiar de merger story recently) then smm share will dilute again? 2) SMM use debt financing to purchase KOM . dun think any bank want to lend them 1) TH buy over KOM to merge with SMM. last only resort
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Bry_2004 Member	30-Sep-2020 17:20        Bry_2004 About Contact  Quote this Post!
x 0   x 0  Alert Admin	that would depend on what kind of merger..imho theres a few possibilities, but u can rule out KC buying over SMM..they will never do it.. 1) TH buy over KOM to merge with SMM 2) SMM use debt financing to purchase KOM 3) KC shareholders are given SMM shares in exchange for KOM to be merged with SMM (sounds like a familiar de merger story recently)
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1c2e3s Veteran	30-Sep-2020 17:17        1c2e3s About Contact  Quote this Post!
x 0   x 0  Alert Admin	wht wud be new value if merge? dealingroom88      ( Date: 30-Sep-2020 16:58) Posted: In time for xmas celebration🍾 lawsershare      ( Date: 30-Sep-2020 16:38) Posted: Sembmarine shares rise 2.8% as investors gain optimism on potential merger https://www.businesstimes.com.sg/companies-markets/sembmarine-shares-rise-28-as-investors-gain-optimism-on-potential-merger Looks like everyone is waiting for the most happening of the year...
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Bry_2004 Member	30-Sep-2020 17:17        Bry_2004 About Contact  Quote this Post!
x 0   x 0  Alert Admin	end of the day only a measely 1.3%..seems like it will require a real, actual catalyst..not one that is based on expectations only
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dealingroom88 Member	30-Sep-2020 16:58        dealingroom88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	In time for xmas celebration🍾 lawsershare      ( Date: 30-Sep-2020 16:38) Posted: Sembmarine shares rise 2.8% as investors gain optimism on potential merger https://www.businesstimes.com.sg/companies-markets/sembmarine-shares-rise-28-as-investors-gain-optimism-on-potential-merger Looks like everyone is waiting for the most happening of the year...
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lawsershare Senior	30-Sep-2020 16:38        lawsershare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sembmarine shares rise 2.8% as investors gain optimism on potential merger https://www.businesstimes.com.sg/companies-markets/sembmarine-shares-rise-28-as-investors-gain-optimism-on-potential-merger Looks like everyone is waiting for the most happening of the year...
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StayCooler Member	30-Sep-2020 16:38        StayCooler About Contact  Quote this Post!
x 0   x 0  Alert Admin	Slow and steady is better than pump and dump. It went up 1c over last 2 days and if closes higher again, that's like a record for the last few months ! dealingroom88      ( Date: 30-Sep-2020 15:34) Posted: Smm regain volume top spot. Selling well absorbed today
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pc1234 Member	30-Sep-2020 16:03        pc1234 About Contact  Quote this Post!
x 0   x 0  Alert Admin	DBS Vickers is a platform for you to buy stock, similar to UOB KayHian, CGS-CIMB, OCBC Securities etc. So one can buy and sell stock using these different account. Hence, these security platform won' t keep track of your stock holding. y2jchris      ( Date: 30-Sep-2020 15:56) Posted: Ah. i got it bro i saw at the SRS side but it didnt tally up on the vickers portal. Hence pretty confusing. pc1234      ( Date: 30-Sep-2020 15:34) Posted: For CPF-Investment Account, you have to login to your designated bank account (for example, UOB, DBS, OCBC etc) to check on the holding, likewise for your SRS share holdings. CPD only has stocks that you purchase with cash.
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y2jchris Veteran	30-Sep-2020 15:56        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ah. i got it bro i saw at the SRS side but it didnt tally up on the vickers portal. Hence pretty confusing. pc1234      ( Date: 30-Sep-2020 15:34) Posted: For CPF-Investment Account, you have to login to your designated bank account (for example, UOB, DBS, OCBC etc) to check on the holding, likewise for your SRS share holdings. CPD only has stocks that you purchase with cash.  y2jchris      ( Date: 30-Sep-2020 13:26) Posted: Any expert here can help me? I have used CPF-Vickers to buy some sembcomp industry shares. When the demerge happened. i am due X amount of SCM shares.. this X amount is not reflected on my DBS vickers account.. or it should appear somewhere else? And also, i managed to get Y amount of shares SCM @0.20.. so whre can i see my X and Y amount at? Help!
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pc1234 Member	30-Sep-2020 15:34        pc1234 About Contact  Quote this Post!
x 0   x 0  Alert Admin	For CPF-Investment Account, you have to login to your designated bank account (for example, UOB, DBS, OCBC etc) to check on the holding, likewise for your SRS share holdings. CPD only has stocks that you purchase with cash.  y2jchris      ( Date: 30-Sep-2020 13:26) Posted: Any expert here can help me? I have used CPF-Vickers to buy some sembcomp industry shares. When the demerge happened. i am due X amount of SCM shares.. this X amount is not reflected on my DBS vickers account.. or it should appear somewhere else? And also, i managed to get Y amount of shares SCM @0.20.. so whre can i see my X and Y amount at? Help!
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