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Sembcorp Marine overvalued
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TH no money to rescue so many company....ask share holders come out money to support their company.
Shifu8888 ( Date: 15-Aug-2020 13:42) Posted:
| My opinions: it is time to slowly quit medical stocks. Load more bank stocks, blue chip stocks such as Keppel and Sembcorp as the world prepares for vaccine readiness and mass production. Yes, new Normal for the world to be conscious of more pPE but stock market is about sentiments. When vaccine is proven, medical stocks will be the casualties. Once battered blue chips will be first to rise. |
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My opinions: it is time to slowly quit medical stocks. Load more bank stocks, blue chip stocks such as Keppel and Sembcorp as the world prepares for vaccine readiness and mass production. Yes, new Normal for the world to be conscious of more pPE but stock market is about sentiments. When vaccine is proven, medical stocks will be the casualties. Once battered blue chips will be first to rise.
offshore and marine can be a strategic industry and SG cant afford to let SCM and Kep O& M go bankrupt. A good way to prevent bamkruptcy is to merge these two Singapore companies. Merger cuts costs and make the merged company more competitive. So I see that is one possible option for TH to head into
uiop1223 ( Date: 15-Aug-2020 12:59) Posted:
How will merging save jobs? Merger will result in job losses. SIA at least got hope after covid. But oil? Since US shale oil can be efficiency produced, oil going down even before covid... Krisenergy collapse before covid
Octavia ( Date: 15-Aug-2020 11:12) Posted:
| SMM have S$600m from their raise rights issue to last them about 2 yrs+ based on forecasted operation expenses and capex.1 in 3 rigs globally still in cold storage and to reactivate them need huge capitalisation.Rig operators do not wish to commit under a bleak O& G outlook and low oil price environment.This makes SMM and KOM in a precarious position hence there is a urgency for SMM to merge with KOM to save jobs and keep GLC afloat not so much as a strategic asset like SIA.Do not rule out the merge entity may even be sold off down the road if everything still fails. |
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How will merging save jobs? Merger will result in job losses. SIA at least got hope after covid. But oil? Since US shale oil can be efficiency produced, oil going down even before covid... Krisenergy collapse before covid
Octavia ( Date: 15-Aug-2020 11:12) Posted:
SMM have S$600m from their raise rights issue to last them about 2 yrs+ based on forecasted operation expenses and capex.1 in 3 rigs globally still in cold storage and to reactivate them need huge capitalisation.Rig operators do not wish to commit under a bleak O& G outlook and low oil price environment.This makes SMM and KOM in a precarious position hence there is a urgency for SMM to merge with KOM to save jobs and keep GLC afloat not so much as a strategic asset like SIA.Do not rule out the merge entity may even be sold off down the road if everything still fails.
Sgvale ( Date: 04-Aug-2020 13:11) Posted:
Will drift nearer 0.20 -0.25. Then "premium" privatisation offer
will come . |
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Issue rights means shareholders have to contribute $$$ to support the dying company.
ssw518 ( Date: 15-Aug-2020 11:17) Posted:
ofc, if not just buy over why issue rights?
ckmpd1 ( Date: 14-Aug-2020 20:15) Posted:
| On the contray, I think TH wants subscribers to convert their rights to SCM share |
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ofc, if not just buy over why issue rights?
ckmpd1 ( Date: 14-Aug-2020 20:15) Posted:
On the contray, I think TH wants subscribers to convert their rights to SCM shares
ysh2006 ( Date: 14-Aug-2020 20:11) Posted:
| Should be below 20c so no body buy BB eat all...don't need to privatised TH fully control already can do what they want.. |
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SMM have S$600m from their raise rights issue to last them about 2 yrs+ based on forecasted operation expenses and capex.1 in 3 rigs globally still in cold storage and to reactivate them need huge capitalisation.Rig operators do not wish to commit under a bleak O& G outlook and low oil price environment.This makes SMM and KOM in a precarious position hence there is a urgency for SMM to merge with KOM to save jobs and keep GLC afloat not so much as a strategic asset like SIA.Do not rule out the merge entity may even be sold off down the road if everything still fails.
Sgvale ( Date: 04-Aug-2020 13:11) Posted:
Will drift nearer 0.20 -0.25. Then "premium" privatisation offer
will come . |
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Should open 2.5 cents or at best 3.0 cents(difficult)
Traditionally, first day will usually fetch higher price than the closing on the final day.
(of course Sembmarine may/may not buck the trend....it' s anybody' s game)
ysh2006 ( Date: 15-Aug-2020 09:38) Posted:
Like this see what price next week the right nil paid trading.....
ckmpd1 ( Date: 14-Aug-2020 20:15) Posted:
| On the contray, I think TH wants subscribers to convert their rights to SCM share |
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Good to see how many retail investors pick up the right shares
ysh2006 ( Date: 15-Aug-2020 09:38) Posted:
Like this see what price next week the right nil paid trading.....
ckmpd1 ( Date: 14-Aug-2020 20:15) Posted:
| On the contray, I think TH wants subscribers to convert their rights to SCM share |
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Like this see what price next week the right nil paid trading.....
ckmpd1 ( Date: 14-Aug-2020 20:15) Posted:
On the contray, I think TH wants subscribers to convert their rights to SCM shares
ysh2006 ( Date: 14-Aug-2020 20:11) Posted:
| Should be below 20c so no body buy BB eat all...don't need to privatised TH fully control already can do what they want.. |
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On the contray, I think TH wants subscribers to convert their rights to SCM shares
ysh2006 ( Date: 14-Aug-2020 20:11) Posted:
Should be below 20c so no body buy BB eat all...don't need to privatised TH fully control already can do what they want...
Sgvale ( Date: 04-Aug-2020 13:11) Posted:
Will drift nearer 0.20 -0.25. Then "premium" privatisation offer
will come . |
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Should be below 20c so no body buy BB eat all...don't need to privatised TH fully control already can do what they want...
Sgvale ( Date: 04-Aug-2020 13:11) Posted:
Will drift nearer 0.20 -0.25. Then "premium" privatisation offer
will come . |
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Will drift nearer 0.20 -0.25. Then "premium" privatisation offer
will come .
if smm reject this demerger and cannot pay back sci the 1.6b loan, then anything can happen
ysh2006 ( Date: 04-Aug-2020 12:05) Posted:
This prediction shall come true SCI 70c ?
TraderBen ( Date: 08-May-2019 16:24) Posted:
| Indeed.. better to get SCI with only 0.7 p/v and it includes the semmarine as well |
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This prediction shall come true SCI 70c ?
TraderBen ( Date: 08-May-2019 16:24) Posted:
| Indeed.. better to get SCI with only 0.7 p/v and it includes the semmarine as well |
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i tapao the mother SCI tdy...agak coming results shld be ok...another div 2ct in Aug...dyodd....
TraderBen ( Date: 08-May-2019 16:24) Posted:
| Indeed.. better to get SCI with only 0.7 p/v and it includes the semmarine as well |
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Indeed.. better to get SCI with only 0.7 p/v and it includes the semmarine as well
Q1 Profit fall by 67.8% not looking good! Maybe 1.4 ich soon
no news means no good news.. Semb marine should at least clarify to shareholders that they have done their due diligence and is cleared of any extraordinary events. Hopefully they dont spring out some news after news release. Is so than the share price was pushed up for funds to sell. Oil has really rallied that much to justify 70 cents increase. I bought at 1.85 and sold out at 2.10.. and it went further to 2.60.. hmmm
lifeisgood ( Date: 25-Jan-2018 10:53) Posted:
I think as a Singapore company, whether listed or not, still have to answer this question. I guess now they are deciding should SembMarine also kena a few hundred million fines and convicted of corruption, how is our judicial system going to deal with it. Interesting to watch.
qtrinity ( Date: 25-Jan-2018 10:51) Posted:
| No outcome yet. However should Temasek privatise Marine, there will be no need to answer this question |
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local authorities expected more of these overseas bribery cases to surface.
i thought parliament just tabled a bill to address this - suspended sentencing for companies flouting the international arena rules. this gives them a backdoor exit to save face whilst allowing all personnel to come under immunity so that they dont need to face criminal charges at all.
ysh2006 ( Date: 30-Jan-2018 08:02) Posted:
Was told local authority no investigate them now only left USA side...when bombs throw out ?... heard next Q...after result out!!...
viromics ( Date: 29-Jan-2018 23:17) Posted:
guess this undertable business model has been there for long time, may not only exist in S' pore, but many other countries, like chinese YZJ, korean...
Just guess, no evidence, not intend to spread rumors, |
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