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On hindsight i should have bought more. Holdings just a little. All the best Cheers.
Qanghoo ( Date: 04-Oct-2016 23:41) Posted:
I wish I am. I told my broker I' d buy at 9c due to all the negative news flows (or shd I say rumours). Wasted. Only a mth to make 50%. What a mkt !!!!
sun233 ( Date: 04-Oct-2016 17:09) Posted:
Brother Qanghoo are you holding Noble too?
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Yup i think it is Credit Suisse and Morgan Stanley.
serious ( Date: 04-Oct-2016 23:11) Posted:
Just checked my online CDP statement , someone borrowed 50,000 shares , effective date 03/10 . So there are short sellers who shorted at around this price level .
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I wish I am. I told my broker I' d buy at 9c due to all the negative news flows (or shd I say rumours). Wasted. Only a mth to make 50%. What a mkt !!!!
sun233 ( Date: 04-Oct-2016 17:09) Posted:
Brother Qanghoo are you holding Noble too?
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Just checked my online CDP statement , someone borrowed 50,000 shares , effective date 03/10 . So there are short sellers who shorted at around this price level .
Brother Qanghoo are you holding Noble too?
Agree really freaky day. My Dyna Mac jumped higher than Noble. 14% in one day.
Qanghoo ( Date: 04-Oct-2016 15:10) Posted:
These days, lots of them just anyhow hoot whatever story they want. Thing is, do we know if they are analysing or in collusion with chng kays to pump/dump stocks. Some foreign hses can flip stories overnight type. Look at Noble now. Abt a mth plus ago, was 11c+, I think, n seemingly in a hopeless position. Now 50% higher liao. Mr Elman has done some magic or chng kays waving their magic wand. Take it whichever light we want. For me, this mkt is really controlled by some invisible hands, like I had said many times already.
sun233 ( Date: 04-Oct-2016 13:38) Posted:
True. Most of these analyst are school leavers. But Sembcorp at this price is a bargain.
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These days, lots of them just anyhow hoot whatever story they want. Thing is, do we know if they are analysing or in collusion with chng kays to pump/dump stocks. Some foreign hses can flip stories overnight type. Look at Noble now. Abt a mth plus ago, was 11c+, I think, n seemingly in a hopeless position. Now 50% higher liao. Mr Elman has done some magic or chng kays waving their magic wand. Take it whichever light we want. For me, this mkt is really controlled by some invisible hands, like I had said many times already.
sun233 ( Date: 04-Oct-2016 13:38) Posted:
True. Most of these analyst are school leavers. But Sembcorp at this price is a bargain.
FATABA ( Date: 04-Oct-2016 10:09) Posted:
They speak the opposite of UOB KayHian....so one of the broking house is unloading and the other loading...
LOL let them fight it out. or net net they sq off. Semb corp is of value even if you take out semb marine ? DYODD
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True. Most of these analyst are school leavers. But Sembcorp at this price is a bargain.
FATABA ( Date: 04-Oct-2016 10:09) Posted:
They speak the opposite of UOB KayHian....so one of the broking house is unloading and the other loading...
LOL let them fight it out. or net net they sq off. Semb corp is of value even if you take out semb marine ? DYODD
sun233 ( Date: 04-Oct-2016 07:21) Posted:
Don' t trust Maybank KE but some points they made make sense.
WE upgrade Sembcorp Industries (SCI) from " sell" to " hold" as we believe negatives have been priced in. That said, near-term India risks could still cap upside and we would prefer to wait for India to deliver. We cut FY16-18 estimated earnings per share by 4-9 per cent for generally lower utilities segment earnings, though our sum-of-the-parts target price climbs slightly from S$2.35 to S$2.40 after rollover to FY17. We continue to value its utilities business at seven times price-earnings ratio (P/E), one standard deviation below its 10-year mean.
Uniform Singapore Energy Price (USEP) has stabilised at S$50/megawatt hours or so, suggesting a possible bottom. Although we don' t think a strong rebound is likely before 2018 with the industry' s supply cushion still at 30 per cent and gencos overcommitting to gas supply, Singapore power contributions to utilities' profits had shrunk from 40-50 per cent in 2013 to only 11-16 per cent in H1 2016.
We expect Thermal Powertech Corp India (TPCIL) to start delivering from Q3 2016, after resolving its technical glitches, improving its plant load factors and securing long-term power purchase agreements (PPAs). But this could be partly negated by startup losses at SCI' s second 1,320 MW India power plant, Sembcorp Gayathri Power (SGPL), from Q3 2016. Worryingly, SGPL still does not have any long-term PPAs and will need to depend on the merchant market and short-term PPAs of 388 MW. We forecast profitability for SGPL only in 2018. But after several quarters of misses from TPCIL, we think that the market' s expectations for India may have tempered to more realistic levels.
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They speak the opposite of UOB KayHian....so one of the broking house is unloading and the other loading...
LOL let them fight it out. or net net they sq off. Semb corp is of value even if you take out semb marine ? DYODD
sun233 ( Date: 04-Oct-2016 07:21) Posted:
Don' t trust Maybank KE but some points they made make sense.
WE upgrade Sembcorp Industries (SCI) from " sell" to " hold" as we believe negatives have been priced in. That said, near-term India risks could still cap upside and we would prefer to wait for India to deliver. We cut FY16-18 estimated earnings per share by 4-9 per cent for generally lower utilities segment earnings, though our sum-of-the-parts target price climbs slightly from S$2.35 to S$2.40 after rollover to FY17. We continue to value its utilities business at seven times price-earnings ratio (P/E), one standard deviation below its 10-year mean.
Uniform Singapore Energy Price (USEP) has stabilised at S$50/megawatt hours or so, suggesting a possible bottom. Although we don' t think a strong rebound is likely before 2018 with the industry' s supply cushion still at 30 per cent and gencos overcommitting to gas supply, Singapore power contributions to utilities' profits had shrunk from 40-50 per cent in 2013 to only 11-16 per cent in H1 2016.
We expect Thermal Powertech Corp India (TPCIL) to start delivering from Q3 2016, after resolving its technical glitches, improving its plant load factors and securing long-term power purchase agreements (PPAs). But this could be partly negated by startup losses at SCI' s second 1,320 MW India power plant, Sembcorp Gayathri Power (SGPL), from Q3 2016. Worryingly, SGPL still does not have any long-term PPAs and will need to depend on the merchant market and short-term PPAs of 388 MW. We forecast profitability for SGPL only in 2018. But after several quarters of misses from TPCIL, we think that the market' s expectations for India may have tempered to more realistic levels.
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Banks and fund managers are almost similar in some ways.
When they give a buy call or hold call to the public.
Some of the public will follow and some will not follow.
What's happens to those follow.... they offload to the those who follow lo... lol.
sun233 ( Date: 04-Oct-2016 07:21) Posted:
Don' t trust Maybank KE but some points they made make sense.
WE upgrade Sembcorp Industries (SCI) from " sell" to " hold" as we believe negatives have been priced in. That said, near-term India risks could still cap upside and we would prefer to wait for India to deliver. We cut FY16-18 estimated earnings per share by 4-9 per cent for generally lower utilities segment earnings, though our sum-of-the-parts target price climbs slightly from S$2.35 to S$2.40 after rollover to FY17. We continue to value its utilities business at seven times price-earnings ratio (P/E), one standard deviation below its 10-year mean.
Uniform Singapore Energy Price (USEP) has stabilised at S$50/megawatt hours or so, suggesting a possible bottom. Although we don' t think a strong rebound is likely before 2018 with the industry' s supply cushion still at 30 per cent and gencos overcommitting to gas supply, Singapore power contributions to utilities' profits had shrunk from 40-50 per cent in 2013 to only 11-16 per cent in H1 2016.
We expect Thermal Powertech Corp India (TPCIL) to start delivering from Q3 2016, after resolving its technical glitches, improving its plant load factors and securing long-term power purchase agreements (PPAs). But this could be partly negated by startup losses at SCI' s second 1,320 MW India power plant, Sembcorp Gayathri Power (SGPL), from Q3 2016. Worryingly, SGPL still does not have any long-term PPAs and will need to depend on the merchant market and short-term PPAs of 388 MW. We forecast profitability for SGPL only in 2018. But after several quarters of misses from TPCIL, we think that the market' s expectations for India may have tempered to more realistic levels.
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All negative news about SCI have been around for more than 2 years, what other fresh nagative news can they dig out ?
Don' t trust Maybank KE but some points they made make sense.
WE upgrade Sembcorp Industries (SCI) from " sell" to " hold" as we believe negatives have been priced in. That said, near-term India risks could still cap upside and we would prefer to wait for India to deliver. We cut FY16-18 estimated earnings per share by 4-9 per cent for generally lower utilities segment earnings, though our sum-of-the-parts target price climbs slightly from S$2.35 to S$2.40 after rollover to FY17. We continue to value its utilities business at seven times price-earnings ratio (P/E), one standard deviation below its 10-year mean.
Uniform Singapore Energy Price (USEP) has stabilised at S$50/megawatt hours or so, suggesting a possible bottom. Although we don' t think a strong rebound is likely before 2018 with the industry' s supply cushion still at 30 per cent and gencos overcommitting to gas supply, Singapore power contributions to utilities' profits had shrunk from 40-50 per cent in 2013 to only 11-16 per cent in H1 2016.
We expect Thermal Powertech Corp India (TPCIL) to start delivering from Q3 2016, after resolving its technical glitches, improving its plant load factors and securing long-term power purchase agreements (PPAs). But this could be partly negated by startup losses at SCI' s second 1,320 MW India power plant, Sembcorp Gayathri Power (SGPL), from Q3 2016. Worryingly, SGPL still does not have any long-term PPAs and will need to depend on the merchant market and short-term PPAs of 388 MW. We forecast profitability for SGPL only in 2018. But after several quarters of misses from TPCIL, we think that the market' s expectations for India may have tempered to more realistic levels.
LOL.... DYODD probably. Maintain TP for SembCorp Ind $2.0x
buysellbuysell ( Date: 19-Sep-2016 18:54) Posted:
| SembCorp Ind cheong ah.... cheong ah.... cheong to $2.0x ah.... cheong ah lol... DYODD. |
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Involve? I dont think either Kep or Semb are in it .....its the Brazil side distributor or middle man.......whatever, it will take time and hopefuly this storm will blow over.
serious ( Date: 03-Oct-2016 12:57) Posted:
Was SCI involved in the scandal also ?
FATABA ( Date: 03-Oct-2016 09:47) Posted:
this spun off will take time...but offer a bright spark for Semb corp Utility growth in India for the long term
Currently share price movement more back to the Brazil issue ...( both Kep and Semb are back to the scandal issue ...see how it play out)
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Was SCI involved in the scandal also ?
FATABA ( Date: 03-Oct-2016 09:47) Posted:
this spun off will take time...but offer a bright spark for Semb corp Utility growth in India for the long term
Currently share price movement more back to the Brazil issue ...( both Kep and Semb are back to the scandal issue ...see how it play out)
Qanghoo ( Date: 03-Oct-2016 08:59) Posted:
I agree. I noticed it too. My thinking is it may or may not happen - or, may not happen that soon. But it has opened an opportunity for chng kays to seize upon from time to time to play up the shares. Good arh?
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Does it follow that SCI also had issues? People are probably taking the opportunity to short of course. But SCI cld be in the clear, who knows ....
pyk036173 ( Date: 03-Oct-2016 12:45) Posted:
| Keppel made announcement with regards to Brazil issue, but semb. Still keeping quiet????? |
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Keppel made announcement with regards to Brazil issue, but semb. Still keeping quiet?????
this spun off will take time...but offer a bright spark for Semb corp Utility growth in India for the long term
Currently share price movement more back to the Brazil issue ...( both Kep and Semb are back to the scandal issue ...see how it play out)
Qanghoo ( Date: 03-Oct-2016 08:59) Posted:
I agree. I noticed it too. My thinking is it may or may not happen - or, may not happen that soon. But it has opened an opportunity for chng kays to seize upon from time to time to play up the shares. Good arh?
FATABA ( Date: 03-Oct-2016 08:42) Posted:
The interesting news is " spun off separately " ? Hmm is Semb corp doing a reit type of listing in India ? wonder what it wld be ...but cld be positve for Semb corp .
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I agree. I noticed it too. My thinking is it may or may not happen - or, may not happen that soon. But it has opened an opportunity for chng kays to seize upon from time to time to play up the shares. Good arh?
FATABA ( Date: 03-Oct-2016 08:42) Posted:
The interesting news is " spun off separately " ? Hmm is Semb corp doing a reit type of listing in India ? wonder what it wld be ...but cld be positve for Semb corp .
serious ( Date: 02-Oct-2016 10:10) Posted:
Sembcorp CEO Tang Kin Fei (above) remains confident that large economies like India and China can still offer opportunities for Sembcorp in the utilities sector. He said: " As they meet their growth targets, there will also be new water and power requirements which will offer opportunities for us." Some of the group' s business in India could eventually be spun off separately as well, he said.ST PHOTO: LIM YAOHUI
http://www.straitstimes.com/business/companies-markets/india-the-next-frontier-for-sembcorp
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The interesting news is " spun off separately " ? Hmm is Semb corp doing a reit type of listing in India ? wonder what it wld be ...but cld be positve for Semb corp .
serious ( Date: 02-Oct-2016 10:10) Posted:
Sembcorp CEO Tang Kin Fei (above) remains confident that large economies like India and China can still offer opportunities for Sembcorp in the utilities sector. He said: " As they meet their growth targets, there will also be new water and power requirements which will offer opportunities for us." Some of the group' s business in India could eventually be spun off separately as well, he said.ST PHOTO: LIM YAOHUI
http://www.straitstimes.com/business/companies-markets/india-the-next-frontier-for-sembcorp
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