| Latest Forum Topics / Ezra Last:0.011 -- |
|
|
EZRA HOLDINGS - RED HOT NEWS
|
|||||
|
Siwomp
Supreme |
14-Jan-2016 10:30
|
||||
|
x 0
x 0 Alert Admin |
Waiting to hoot my blue chip durians and some speculative durians..... Huat Ah! | ||||
| Useful To Me Not Useful To Me | |||||
|
Qanghoo
Supreme |
14-Jan-2016 10:26
|
||||
|
x 0
x 0 Alert Admin |
Here' s the latest headline from Radio ShareJunction.  In the stock mkt meltdown Ezra has weathered the storm against all odds.  It is holding its own while banking stocks are melting away. 
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
lglg666
Supreme |
14-Jan-2016 10:25
|
||||
|
x 0
x 0 Alert Admin |
One way only.....down, crap!! | ||||
| Useful To Me Not Useful To Me | |||||
|
Sharemaker
Member |
14-Jan-2016 09:49
|
||||
|
x 0
x 0 Alert Admin |
Not likely as the debt is very high. They may have to clear the debt after privatise. Don' t think they have the $$$. More likely force to sell more assets and subsidiary shares in EMAS and Triyards or even raise rights again. Btw, their last transaction with EMAS, they are bailing EMAS at the expense of Ezra shareholders. 
|
||||
| Useful To Me Not Useful To Me | |||||
|
Lucky03
Elite |
14-Jan-2016 09:34
|
||||
|
x 0
x 0 Alert Admin |
Beware that together with their JV partner, Chiyoda, they may mount a surprise privatization act. I'm sure they are looking around. | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
paranomic123
Veteran |
14-Jan-2016 09:28
|
||||
|
x 0
x 0 Alert Admin |
Giiven this level of share px, banks may be knocking on their doors again.. |
||||
| Useful To Me Not Useful To Me | |||||
|
Sharemaker
Member |
14-Jan-2016 09:04
|
||||
|
x 0
x 0 Alert Admin |
In the 1Q2016 financial statement, there is no mention of why the cost of sales blow up by 37mio. Really got to get SGX to question them as they just only mention Revenue and Gross Profit. If anyone of you went to the last AGM, did Lionel/BOD mention any cost cutting program? If not, IMO, this is really very bad mgmt.   |
||||
| Useful To Me Not Useful To Me | |||||
|
Integrity
Elite |
14-Jan-2016 08:56
|
||||
|
x 0
x 0 Alert Admin |
Going below 7cts soon, keeping my fingers crossed. |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Lucky03
Elite |
14-Jan-2016 08:52
|
||||
|
x 0
x 0 Alert Admin |
Expect to hear more M&A, restructing and divestment news as the industry try to survive. | ||||
| Useful To Me Not Useful To Me | |||||
|
paranomic123
Veteran |
14-Jan-2016 08:50
|
||||
|
x 0
x 0 Alert Admin |
-50%...given the terrain and the debts...
|
||||
| Useful To Me Not Useful To Me | |||||
|
paranomic123
Veteran |
14-Jan-2016 08:48
|
||||
|
x 0
x 0 Alert Admin |
Very pessimistic 
|
||||
| Useful To Me Not Useful To Me | |||||
|
moron101
Supreme |
14-Jan-2016 08:00
|
||||
|
x 0
x 0 Alert Admin |
Previous q1 also had losses, but there was one-off gain of more than 100m usd for selling assets to Emas offshore. So this time round expect ezra to sell triyards..
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
moron101
Supreme |
14-Jan-2016 07:48
|
||||
|
x 0
x 0 Alert Admin |
Very bad q1 results. Lost more than $ 50 m? Prepare to see bloods.. | ||||
| Useful To Me Not Useful To Me | |||||
|
alan5793
Veteran |
13-Jan-2016 23:05
|
||||
|
x 0
x 0 Alert Admin |
A Tsunami May Be Heading For Keppel Corporation Limited And SembCorp Marine Ltd Oil-rig builder Sembcorp Marine Ltd (SGX: S51) and Keppel Corporation Limited&rsquo s (SGX: BN4) offshore & marine segment have one thing in common: They both see Brazil-based Sete Brasil, one of the largest rig owners in the world, as a major customer. At the moment, Sete Brasil has orders for seven drillships with Sembcorp Marine and six semi-submersibles with Keppel Corp that make up around  40% of each of their outstanding orderbooks of S$11.6 billion and S$10 billion (as of the third-quarter of 2015), respectively. Problem is, Sete Brasil, might file for bankruptcy protection soon. What does this mean for the two rig builders? If the bankruptcy filing for Sete Brasil does happen, both Sembcorp Marine and Keppel Corp would most likely have to impair their outstanding orderbooks and revenues that have already been recognised from the Brazilian company&rsquo s projects. According to  analysts, Sembcorp Marine and Keppel Corp have already recognized revenue from Sete Brasil projects of S$2.5 billion and S$2.0 billion, respectively, with a portion of the recognised-revenue yet to be collected and are thus still considered as account receivables. Keppel Corp in particular might have a deep impairment charge on its hand. Its chief executive, Loh Chin Hua, mentioned in the earnings presentation for the second-quarter of 2015 that Keppel Corp has &ldquo not received payments since November [2014] for these projects,&rdquo citing payment issues with Sete Brasil. If both Sembcorp Marine and Keppel Corp have to impair their order books as well as their already-recognised revenue, both companies may end up making losses in 2016. Moreover, it would add to the financial stresses both companies are facing given that they are already sitting on significant amount of debt. Foolish Summary In the worst case scenario, the survival of Sembcorp Marine and Keppel Corp might be in question. Would the two companies be able to access debt markets for additional funds to weather through the storm? Or would they have to tap the equity markets and ask new investors or existing shareholders for help? These are serious questions that the companies&rsquo current and prospective investors, as well as management, need to consider in the coming months.  
|
||||
| Useful To Me Not Useful To Me | |||||
|
alan5793
Veteran |
13-Jan-2016 22:46
|
||||
|
x 0
x 0 Alert Admin |
曾 渊 沧 专 栏 : 勿 贪 平 冒 险 买 人 仔   今 日 的 中 国 已 是 世 界 第 二 大 经 济 体 , 中 国 股 市 出 现 连 续 性 的 恐 慌 , 连 世 界 第 一 强 国 美 国 的 股 市 也 跟 着 大 跌 。 中 国 股 市 出 现 恐 慌 性 下 跌 , 主 因 是 人 民 币 急 速 贬 值 。 过 去 10年 , 人 民 币 只 升 不 跌 , 导 致 许 多 人 过 度 看 好 人 民 币 而 持 有 大 量 的 人 民 币 好 仓 期 货 。 如 今 亏 损 很 重 , 导 致 人 民 币 遭 恐 慌 性 抛 售 , 同 时 也 会 抛 售 以 人 民 币 定 价 的 中 国 股 票 , 股 灾 就 发 生 了 。 - 曾 渊 沧   油 價 將 快 失 守 30美 元 ‧ 專 家 : 本 週 或 見 2字 頭 2016-01-13 15:03 ( 美 國 ‧ 紐 約 11日 訊 ) 國 際 金 融 市 場 開 年 陷 入 恐 慌 , 部 份 市 場 專 家 直 指 油 價 是 最 大 禍 首 , 果 真 如 此 的 話 , 全 球 市 場 短 期 恐 難 恢 復 平 靜 , 因 為 有 分 析 師 警 告 油 價 短 線 將 再 破 底 , 最 快 下 週 就 可 能 出 現 2字 頭 的 13年 以 來 新 低 價 。 悲 觀 預 測 低 至 20美 元 也 有 更 悲 觀 的 分 析 師 看 到 20美 元 , BMI研 究 公 司 能 源 研 究 部 門 主 管 皮 托 雷 卡 指 出 , 假 使 油 價 本 週 未 能 收 在 36美 元 之 上 , 那 短 線 就 會 持 續 下 跌 , 未 來 幾 週 低 點 恐 下 探 20美 元 。 去 年 9月 高 盛 最 先 喊 出 油 價 最 低 可 能 跌 到 20美 元 , 當 時 引 發 金 融 市 場 側 目 , 皆 認 為 此 一 說 法 危 言 聳 聽 , 但 如 今 有 愈 來 愈 多 的 專 家 都 改 站 在 高 盛 這 一 邊 。 ( 星 洲 日 報 / 財 經 ) 點 看 全 文 : http://biz.sinchew.com.my/node/129341#ixzz3x8RdgSKm Follow us: @SinChewPress on Twitter | SinChewDaily on Facebook   How Many More Oil & Gas Companies Will File for Bankruptcy? By Claire Poole Follow | Get TheStreet Quant Ratings' exclusive 5-page report for (KKR) NEW YORK (The Deal) -- The bankruptcy of private equity-backed Samson Resources  sent shock waves through the oil and gas industry last week. While it was expected, as word had seeped out that it had hired restructuring advisers, the news was still a bit of a jolt. If so-called smart money like Kohlberg Kravis Roberts (KKR - Get Report) can' t manage to keep Samson afloat through the industry' s downturn (and loses its $4 billion investment in the process), then who can? Fitch Ratings said last week that the Samson bankruptcy drove its high-yield bond default rate for the energy sector to almost 5%, the highest in 16 years. And it' s only going to get worse: In May, Moody' s Investors Service projected that the default rate for 48 exploration and production companies rated B2 or lower would increase to 7.4% by March of next year. If oil prices stay low, the capital markets dry up and the banks cut back on lending, which may happen this fall as banks conduct their regular six-month re-evaluation of asset values under pressure from regulators. An increasing number of companies may file for Chapter 11 later this year and next. " In April, there was lots of leeway from the banks," Ryan Bouley, a managing director in the restructuring practice at Opportune, said on a King & Spalding  breakfast panel in Houston this week. " October may be more draconian."    
|
||||
| Useful To Me Not Useful To Me | |||||
|
johnng
Supreme |
13-Jan-2016 20:29
|
||||
|
x 0
x 1 Alert Admin |
Tml aim to short.....Downtrending
|
||||
| Useful To Me Not Useful To Me | |||||
|
lighter87
Master |
13-Jan-2016 19:59
|
||||
|
x 0
x 0 Alert Admin |
Better dont, if invest in our market we might need to wait until 80yrs old then can take back cpf money
|
||||
| Useful To Me Not Useful To Me | |||||
|
Lucky03
Elite |
13-Jan-2016 19:35
|
||||
|
x 0
x 0 Alert Admin |
Maybe they should take SBF's recommendation to use CPF to push up our market ! I seriously think the minimum trading price MTP is a damn stupid idea left from the worst ex-CEO that SGX has recruited !
|
||||
| Useful To Me Not Useful To Me | |||||
|
Qanghoo
Supreme |
13-Jan-2016 19:04
|
||||
|
x 0
x 0 Alert Admin |
Mkts responding well, except PRC' s own backyard n sgx.  Blood all over, no x-factor, no clotting agent. 
|
||||
| Useful To Me Not Useful To Me | |||||
|
Lucky03
Elite |
13-Jan-2016 18:37
|
||||
|
x 0
x 0 Alert Admin |
The markets are responding positively to China import data. Good to see that Ezra bounced off from day low to close $0.078.
By Aaron Sheldrick TOKYO (Reuters) - Crude futures rose on Wednesday for the first time in eight days, with U.S. oil pulling further away from the widely watched $30-per-barrel level breached the previous session, as Chinese data showed record imports in December. U.S. West Texas Intermediate crude (WTI) (CLc1) was up 26 cents at $30.70 a barrel at 0608 GMT. On Tuesday, it fell 97 cents to close at $30.44 a barrel, after touching a low of $29.93, which was last seen in December 2003. Brent crude (LCOc1), the global benchmark, was up 20 cents at $31.06 a barrel. The contract fell 69 cents to settle at $30.86, after bottoming at $30.34, on Tuesday. The $30 mark is both a psychological and financial threshold and, in recent days, traders have poured money into $30 put options for expiration in February and March. "$30 may be intermediate support but I really honestly can't say whether this is the bottom," said Avtar Sandu, senior commodities manager at Phillip Futures in Singapore. "We see a bounce off here ... but a change in trend is not visible yet," he said. Chinese crude imports rose to a record 7.82 million barrels in December, up more than 21 percent from November, official data showed on Wednesday. The world's second-biggest oil consumer has been taking advantage of the oil price rout to stock reserves and increase exports of refined products and may be set to overtake the U.S. as the world's largest importer. U.S. crude stocks fell by 3.9 million barrels in the week to 480.071 million, compared with analysts' expectations for an increase of 2.5 million barrels, data from industry group the American Petroleum Institute showed late on Tuesday. (API/S) Crude stocks at the Cushing, Oklahoma, delivery hub for WTI fell by 302,000 barrels, API said. But the bearish outlook for oil remains after the U.S. government forecast on Tuesday that the global glut will swell until late 2017. Increased Iranian oil output should feed into oversupply this year with the expected lifting of Western sanctions on that country's exports, the U.S. Energy Information Administration said. The agency forecast that a limited decline in U.S. supplies next year and steady growth in global demand will help ease the glut only in the third quarter of 2017, the first decline after nearly four straight years of gains. Still, in a reminder that geopolitical tensions could intervene to support prices, Iran is holding 10 U.S. sailors after seizing two Navy boats that allegedly entered Iranian waters in the Gulf on Tuesday. |
||||
| Useful To Me Not Useful To Me | |||||

