Yes. Retail players like me are the revenue contributors to these bb or firms. We don't have visibility at all especially in the down trend.
FATABA ( Date: 23-Sep-2015 10:50) Posted:
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Broker' s Report
Singapore' s marine sector poised to " bounce along the bottom" : UOB Kay Hian
October 1, 2015: 5:12 PM
UOB Kay Hian is keeping its market-weight rating on Singapore' s offshore and marine sector after it cuts its 2015 and 2016 price estimates on Brent crude.
" Whilst the global oil & gas industry continues to face poor earnings visibility, this is more likely to be due to the slowdown in activities than another round of steep cuts," UOB Kay Hian says.
Day-rates of service providers, many of which are listed in Singapore, are expected to stabilise, he says, predicting earnings to " bounce along the bottom" .
Yards still face a tough situation, as a lack of demand and further delivery delays could hurt earnings.
Additionally, yards face rising cancellation risks as the downturn persists, UOB Kay Hian says.
Its top stock picks in Singapore are Sembcorp Industries , Ezion Holdings   and Triyards.
 
ya.
if buy now, be holding stocks for at least 12 months.
Not M& a......Those...BB push up a little and dump them down....GS, UBS .  shit
Spore retail suffer.
francisd ( Date: 23-Sep-2015 10:43) Posted:
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Took a drive now.....scary.
Watch out.
 
john_ric ( Date: 23-Sep-2015 10:31) Posted:
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m and a .?
Thanks. Exactly my point inspite of the news factored in....still going up.
Wonder who is behind this....ha ha..
 
FATABA ( Date: 23-Sep-2015 09:49) Posted:
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It went up recently due to the sale of its Aus waste mgt plant with a $350M gain . However this news is already factor in .
Main concern is Semb Marine division with no new orders and the continued drop of oil prices.
May have a pull back before any rise .
francisd ( Date: 23-Sep-2015 09:42) Posted:
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This counter is up today .... something cooking.
Any news guys.
Cheers.
 
Potential Reversal for SembCorp Industry.
http://mystocksinvesting.com/singapore-stocks/sembcorp-industries/sembcorp-industry-shooting-star-at-20d-sma-resistance/
Decent 2Q15 results with profits up on a one time divestment gain as well as additional revenue from its newly commenced utilities operations in India. Strong recovery in share price today but current prices are still at a deep discount to historical valuations. Together with a dividend yield of more than 4%, there is significant value for the long term investor when conditions turn for the better.
http://www.investark.com/Analysis72sembcorp2q15.html
Sembcorp Industries kept at &lsquo buy&rsquo by OCBC with fair value of $4.31
 
 
 
By PC Lee  / theedgemarkets.com   | August 5, 2015 : 11:21 AM MYT    
 
SINGAPORE (Aug 5): OCBC (
Financial Dashboard) is maintaining its &ldquo buy&rdquo call on Sembcorp Industries (
Financial Dashboard), the power, utilities and water group, with a fair value of $4.31 based on its good 2Q15 results.
Although intense competition in the power market is likely to persist, and low oil prices also mean that the marine division may continue to be a drag, in a report out today OCBC lead analyst Low Pei Han believes these concerns have already been priced in.
Sembcorp Industries reported a 5.8% y-o-y drop in revenue to $2.4 billion but a 24.9% increase in net profit to $223.6 million in 2Q15, such that 1H15 net profit accounted for 50% of its full-year estimate.
Stripping out one-off items such as the $54.7 million gain on disposal of Sembcorp Bournemouth Water Investment and fair value losses on financial instruments, Low is estimating core PATMI to be around $191 million, still within expectations.
The utilities segment was boosted by better performance in the solid waste division with favourable contract renewals, bringing net profit for Singapore utilities to $36.4 million in the quarter, compared to $30.9 million in 1Q15.
As for overseas utilities, net profit was also higher at $60.6 million vs $50.1 million in 1Q15. The first unit of the TPCIL power plant in India started operation in 1Q15, and the plant will be in full operation by 3Q15. In the urban development segment, net profit increased to $11.9 million in 2Q15 due to higher contribution from the Nanjing and Chengdu projects in China.
As at 11.20am, Sembcorp Industries is up 9.3% to $3.78.
FATABA ( Date: 05-Aug-2015 11:24) Posted:
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Wow 38c up , over 10% increase...must be more then that....
FATABA ( Date: 05-Aug-2015 11:18) Posted:
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May I know why are u so certain? thanks
KAMAL0883 ( Date: 05-Aug-2015 11:14) Posted:
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no news but very certain TH increase their holding
FATABA ( Date: 05-Aug-2015 10:59) Posted:
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Marine up 9
Corp up 31 and w volume... temasek buying back ?  Any news anyone
KAMAL0883 ( Date: 05-Aug-2015 10:56) Posted:
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up 32 cents
foreign shortists die hard
TH holding counter dun fool around
FATABA ( Date: 05-Aug-2015 10:46) Posted:
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Utility up ...covering the marine industry .....
Semb Corp is back with 5c divdend.
 
antifragile ( Date: 24-Jun-2015 23:50) Posted:
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http://www.vietnamhumanrightsdefenders.net/2015/07/10/vietnamese-farmers-smashed-by-bulldozer-in-land-dispute-in-hai-duong-province/
http://www.youtube.com/watch?v=YD5uDSEWJg0
www.theonlinecitizen.com/2015/07/woman-hurt-in-land-grab-incident-at-vietnam-spore-industrial-park/