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SembCorp Marine- The new Frontier.
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Gearing actually 0.25. How to go bankrupt, right?
better ( Date: 12-Nov-2021 19:19) Posted:
Key words:
Buy
Target S$0.11
new contracts
gearing fallen to 0.4x
 
rlong8288 ( Date: 12-Nov-2021 18:32) Posted:
Sembcorp Marine &ndash 3Q21: Buy for the outlook which has improved in the past few months.
(SMM SP/BUY/S$0.082/Target: S$0.11)
While the company continues to guide for a poor  2H21, this should not be news to the market. Overall, SMM&rsquo s 3Q21 had a number of positives including new R& U contracts, and that order visibility has improved across all segments. As at end3Q21 and post its S$.15b rights issue, its gearing had fallen to 0.4x. Maintain BUY. Target price: S$0.11&hellip   |
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Yes buddy
Let s get this big swing to crack 0.09 soon.
beng1102 ( Date: 12-Nov-2021 19:27) Posted:
| From MAS website open short position decline fast and furious in one week.
SEMBCORP MARINE LTD 20211029 48,299,616
SEMBCORP MARINE LTD 20211105 19,149,747
beng1102 ( Date: 12-Nov-2021 19:21) Posted:
| Don' t trade.  Clean energy is the new gold, long term prospect and growth mean plenty of investor will come in.  So just buy million of shares and go away for 2 to 5 years.  Very likely it would be at least 50c in 2 years time |
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From MAS website open short position decline fast and furious in one week.
SEMBCORP MARINE LTD 20211029 48,299,616
SEMBCORP MARINE LTD 20211105 19,149,747
beng1102 ( Date: 12-Nov-2021 19:21) Posted:
Don' t trade.  Clean energy is the new gold, long term prospect and growth mean plenty of investor will come in.  So just buy million of shares and go away for 2 to 5 years.  Very likely it would be at least 50c in 2 years time.
better ( Date: 12-Nov-2021 19:19) Posted:
Key words:
Buy
Target S$0.11
new contracts
gearing fallen to 0.4x
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Don' t trade.  Clean energy is the new gold, long term prospect and growth mean plenty of investor will come in.  So just buy million of shares and go away for 2 to 5 years.  Very likely it would be at least 50c in 2 years time.
better ( Date: 12-Nov-2021 19:19) Posted:
Key words:
Buy
Target S$0.11
new contracts
gearing fallen to 0.4x
 
rlong8288 ( Date: 12-Nov-2021 18:32) Posted:
Sembcorp Marine &ndash 3Q21: Buy for the outlook which has improved in the past few months.
(SMM SP/BUY/S$0.082/Target: S$0.11)
While the company continues to guide for a poor  2H21, this should not be news to the market. Overall, SMM&rsquo s 3Q21 had a number of positives including new R& U contracts, and that order visibility has improved across all segments. As at end3Q21 and post its S$.15b rights issue, its gearing had fallen to 0.4x. Maintain BUY. Target price: S$0.11&hellip   |
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Key words:
Buy
Target S$0.11
new contracts
gearing fallen to 0.4x
 
rlong8288 ( Date: 12-Nov-2021 18:32) Posted:
Sembcorp Marine &ndash 3Q21: Buy for the outlook which has improved in the past few months.
(SMM SP/BUY/S$0.082/Target: S$0.11)
While the company continues to guide for a poor  2H21, this should not be news to the market. Overall, SMM&rsquo s 3Q21 had a number of positives including new R& U contracts, and that order visibility has improved across all segments. As at end3Q21 and post its S$.15b rights issue, its gearing had fallen to 0.4x. Maintain BUY. Target price: S$0.11&hellip   |
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Honestly no need analyst to write this
We all know the losses is not news. Already factored in.
Stock market is forward looking.
I cannot imagine anymore bad news except a slew of good news.
0.085 ✅ let this pendulum swing 85/86 and then
0.094 before Xmas and fast and fury
0.124 before CNY.
rlong8288 ( Date: 12-Nov-2021 18:32) Posted:
Sembcorp Marine &ndash 3Q21: Buy for the outlook which has improved in the past few months.
(SMM SP/BUY/S$0.082/Target: S$0.11)
While the company continues to guide for a poor  2H21, this should not be news to the market. Overall, SMM&rsquo s 3Q21 had a number of positives including new R& U contracts, and that order visibility has improved across all segments. As at end3Q21 and post its S$.15b rights issue, its gearing had fallen to 0.4x. Maintain BUY. Target price: S$0.11&hellip   |
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Sembcorp Marine &ndash 3Q21: Buy for the outlook which has improved in the past few months.
(SMM SP/BUY/S$0.082/Target: S$0.11)
While the company continues to guide for a poor  2H21, this should not be news to the market. Overall, SMM&rsquo s 3Q21 had a number of positives including new R& U contracts, and that order visibility has improved across all segments. As at end3Q21 and post its S$.15b rights issue, its gearing had fallen to 0.4x. Maintain BUY. Target price: S$0.11&hellip  
Good
desmodeus ( Date: 12-Nov-2021 17:57) Posted:
no
rlong8288 ( Date: 12-Nov-2021 16:47) Posted:
| will there be a last minute dumping.... DYODD |
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no

rlong8288 ( Date: 12-Nov-2021 16:47) Posted:
| will there be a last minute dumping.... DYODD |
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The recent approval of the US 3 trillions dollar infrastructure budget may cause another commodity super cycle. Hyperinflation is likely which will lead to Stagflation. This is another boost to oil prices and by extension, the demand for oil rigs. Time has changed. History will not repeat itself. Wait for Chinese New Year. Stretch out your hands to collect your deserve Big fat ang pow
MANFREDTMK ( Date: 12-Nov-2021 17:06) Posted:
Even if there is, don't worry. The forward march will continue by Wednesday. No turning back. The reason why the Super Big Boys pressed the price down to 8.2 is because they too want to accumulate enough shares at cheap prices before the BIG BANG kicks in. They know very well that the natural progression of massive QE globally is Inflation, Inflation, oil prices included. The premature phase out of shale gas(oil) by the Biden's administration provides further impetus to rising oil prices. Since the demand for oil rigs is a derived demand for oil, the justification that there's NO CONTRACT is totally misplaced. How do you know there's is No Contract in the first place when SM has already submitted 10 previously and more demand kicking in soon. When the tide comes in, even a Broken sampan will float very well. Additionally, the Green Energy market need no introduction. BIG Boys are not stupid, always can see further than their NOSE.
rlong8288 ( Date: 12-Nov-2021 16:47) Posted:
| will there be a last minute dumping.... DYODD |
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UOB released long report today with a BUY and target price of 0.11 , basically Buy for the Outlook
Even if there is, don't worry. The forward march will continue by Wednesday. No turning back. The reason why the Super Big Boys pressed the price down to 8.2 is because they too want to accumulate enough shares at cheap prices before the BIG BANG kicks in. They know very well that the natural progression of massive QE globally is Inflation, Inflation, oil prices included. The premature phase out of shale gas(oil) by the Biden's administration provides further impetus to rising oil prices. Since the demand for oil rigs is a derived demand for oil, the justification that there's NO CONTRACT is totally misplaced. How do you know there's is No Contract in the first place when SM has already submitted 10 previously and more demand kicking in soon. When the tide comes in, even a Broken sampan will float very well. Additionally, the Green Energy market need no introduction. BIG Boys are not stupid, always can see further than their NOSE.
rlong8288 ( Date: 12-Nov-2021 16:47) Posted:
| will there be a last minute dumping.... DYODD |
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This is a very good start indeed.
ICXGOLD ( Date: 12-Nov-2021 16:57) Posted:
| 54 million shares sold, and we have absorbed it and are now closing at day high. Which sets a good start to next week. |
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54 million shares sold, and we have absorbed it and are now closing at day high. Which sets a good start to next week.
will there be a last minute dumping.... DYODD
I mean all the OG industry, If Keppel is still keeping their OG, Yes, they will benefit as well. For sure, many more OG related company in the market with healthy financial.. definately SCM is not the best choice. But it is good for gambling. as it is hot and cheap (by share price only). For my view, the profit is more than lost because of the industry nature. So I put my bet on it. 
investshare ( Date: 12-Nov-2021 16:15) Posted:
Thanks. But all you said would also benefit keppel, would keppel be a better bet?
kkhhoo ( Date: 12-Nov-2021 15:57) Posted:
No target price at all, when the cycle come, all the TP is pull shit. I will not surprise if SCM can get few bilion order in a short period (few month) after oil price shoot up to USD100/barrel
Oil is a small margin commodity, their price is within 5% margin of the production and demand. If more than this 5% window, either it will collapse or sky rocket. Obviously, current well is deplating (espacially shale oil), with limited new well drilled in this 2 years. limited supply + increasing demand + financial difficulty on OG industrry. For sure, OPEC spare capacity will help. but i doubt their spare can fulfill all other world deplating well and the picking up demand. 
Hyper inflation is coming, as many countries are printing money, all this money must go somewhere, building factory, developing new technology, set up new data center, construct more road/port/bridge, buying more thing (car/shirt/furniture), every dollor more spend, must come with proportional increase of energy use.
Green enery is not reliable (other than nuclear and geothermal, singapore have non of it) It is depend on weather. If rainny day for few weeks? solar power eat grass? No/less wind for few weeks? wind farm not wok well? Electricy is not apple, unrealistic to store from summer and use in winter..  |
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True?
Gap up today. Not gap down.
I will be waiting at 82 if anyone want to dump.
My 5kk there. Lai !
ttbanthony ( Date: 12-Nov-2021 16:18) Posted:
I normally like to see paltry but queue.
I will not be surprised when 0.086 will be cleaned up with one mop. |
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Better you may want to move this up to 0.085 and help us build a wall
better ( Date: 12-Nov-2021 15:45) Posted:
Display status of orders
This page displays current orders. To check your past orders, please go to  Order History.
 
My buy order at 8.2 from yesterday looking very lonely. Added another buy order at 8.3    see whether got any last minute married deal sell down.
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Some broking houses are very strict. They won't let you drag up to Tuesday to contra unless you are a VIP. So, it's hard for the price to go up a lot. Having say that, being able to maintain above 8.4 is a very good sign in the midst of all these contra selling. Can't ask for more. The forward march will continue next Wednesday, there will be no turning back, the sobbing will only get louder and louder by the days.
MANFREDTMK ( Date: 12-Nov-2021 16:21) Posted:
They have the advantage of contra players helping them for the next two trading days. By Wednesday, that advantage will be history.
ttbanthony ( Date: 12-Nov-2021 16:18) Posted:
I normally like to see paltry but queue.
I will not be surprised when 0.086 will be cleaned up with one mop. |
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william says buy, i also follow
hope wont die