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Sembmarine

i think they are just unwinding their hedge for their client' s positions. Don' t think they are buying shares in the open market for " investment" .

arctician1982 ( Date: 12-Jun-2020 11:02) Posted:

how to see if credit suisse is actually buying or selling SMM? the table only show the shares and price but never state buy or sell?

ICXGOLD ( Date: 12-Jun-2020 10:30) Posted:

HERE IS MORE GOOD NEWS. Credit Suisse the Advisors to Tamasek on 9th and 10th June for $0.60 have purchased 696,500 shares in Sembcorp Marine. ( so assuming they subsribe to the as well they will be holding around 10.5 million shares in Sembcorp Marine. https://links.sgx.com/1.0.0/corporate-announcements/Y2T0HFTBW54MW5FP/1c86053c055ceda661182ff8a33dc15cff7304d189f18404964ea753ee1be4a1

how to see if credit suisse is actually buying or selling SMM? the table only show the shares and price but never state buy or sell?

ICXGOLD ( Date: 12-Jun-2020 10:30) Posted:

HERE IS MORE GOOD NEWS. Credit Suisse the Advisors to Tamasek on 9th and 10th June for $0.60 have purchased 696,500 shares in Sembcorp Marine. ( so assuming they subsribe to the as well they will be holding around 10.5 million shares in Sembcorp Marine. https://links.sgx.com/1.0.0/corporate-announcements/Y2T0HFTBW54MW5FP/1c86053c055ceda661182ff8a33dc15cff7304d189f18404964ea753ee1be4a1

It' s very clear that Temasek only want either SM or Keppel or both merge, clearly SM is out of league unless merge with Keppel. Therefore if the whitewash is being voted ' No " , I believe SM will be liquidate as report already indicated that SM currently already having negative cashflow and very bad order book. If SM really being liquidated, minority shareholders also can' t blame Ah Gong for not offering help as help is being offered but it' s was being rejected!

I don' t really dare to buy SM share now LOL, if deal not onz, this share will become worhtless, buy SCI better, even deal is off, SCI still can perform well alone!

My take - and we are all vested directly or indirectly in SMM, or as a citizen in the economy - either SMM take the deal, or risk being cut off. No one is obliged to support a lost making company forever. SCI has already made its intentions very clear they want to get out of SMM. If SMM is sold to a lousy new parent - they may get all their jobs slashed and relocated. Or the new owner may strip out the assets, for their own gain.
This is the worst case scenario, or it may just get written off by SCI and go into liquidation.

Even if the merger with KC materialise, KC shareholders will want a favourable price swap ratio. Who has the upper hand, you think

Djsoul80 ( Date: 12-Jun-2020 10:35) Posted:

Hahaha... Now you see... The banker's have some information that cannot be disclosed. Even to me, my banker just told me to accumulate more on Sembcorp marine as merger with kepcorp is everyones looking forward for. A stronger company. Sembcorp marine will be delisted. So I hope what I'm guessing is correct.. I'll reaped some happiness off kepcorp.

HERE IS MORE GOOD NEWS. Credit Suisse the Advisors to Tamasek on 9th and 10th June for $0.60 have purchased 696,500 shares in Sembcorp Marine. ( so assuming they subsribe to the as well they will be holding around 10.5 million shares in Sembcorp Marine. https://links.sgx.com/1.0.0/corporate-announcements/Y2T0HFTBW54MW5FP/1c86053c055ceda661182ff8a33dc15cff7304d189f18404964ea753ee1be4a1

I'm betting on the merger between both sembcorp marine and kepcorp.. Yes.. It's worth the wait. That's why I'm accumulating on Sembcorp Marine. :)

GUYS BUY SEMBCORP INDUSTRIES IMMEDIATELY ON 9th June Credit Suisse who are advisors to Tamasek on the SCI & SCM deal Bought 638 LOTS @ 2.14, After price dropped on 10TH JUNE they again Bought 773 LOTS @ 2.07 https://links.sgx.com/1.0.0/corporate-announcements/EI51XYGWALK71P5G/ad0aaf7e924a4b14b45c64f0ee80cfbdeade1bb63fb69c9c5b287503a47c6ef7

If so sure then sell house and car to buy. After they surge, u can shake leg for early retirement.

lawsershare ( Date: 12-Jun-2020 09:38) Posted:

After Demerger - Win Win For Both SCI & SM

For SCI Shareholders

If you have SCI 100 shares - You will be given SM 427 shares = SGD85.40

If you have SCI 1,000 shares - You will be given SM 4,270 shares = SGD 854

If you have SCI 10,000 shares - You will be given SM 42,720 shares = SGD 8544

If you have SCI 100,000 shares - You will be given SM 427,200 shares = SGD 85,400

(If EGM approved, theoretically, if SM trading @ 20cents, You may multiple your total number of SM shares with 20 cents)

For SM Shareholders (Based on current shares prices @ 60 cents)

If you currently have SM 100 shares - You will be buying 500 rights shares @ 20cents = SGD 100

(Total SM 600 shares = SGD 160 = 26cents per shares)

If you currently have SM 1000 shares - You will be buying 5,000 rights shares @ 20cents = SGD1,000

(Total SM 6,000 shares = SGD 1,600 = 26cents per shares)

If you currently have SM 10,000 shares - You will be buying 50,000 rights shares @ 20cents = SGD10,000

(Total SM 60,000 shares = SGD 16,000 = 26cents per shares)

If you currently have SM 100,000 shares - You will be buying 500,000 rights shares @ 20cents = SGD100,000

(Total SM 600,000 shares = SGD 160,000 = 26cents per shares)

Both SCI & SM will be drawing a line between them in order to perform well in their upcoming markets...

SCI may focus fully on Energy & Utilities business which may bring in recurring revenue to all shareholders...

SM may seem to lose out now with the Demerger news but they have clear their SCI debts by using shares payment which is a good news...In long term, SM shares may move upwards again if SM bought the huge discounted rights shares @ 20cents...

When debts being cleared and with low interest rate, more Banks are willing to Loan to generate more future Investments with profits...

To become a Giant in the world, One Stop JV maybe foreseen in the near future with TH as a controller...

Look like SCI & SM are one of the key driving machines for the future with beyond target prices...Great Potential...

Resolution 2 may fail to go through and then we are back to square one

agm date is 2 months, if you want to subscribe you have to pay 5 shares * 10000, per shares is 0.20$ , fork out 10000

qiexiaoyan ( Date: 11-Jun-2020 21:01) Posted:

i am holding 10,000 SM, anyone can advise me how /when to subscribe the right?

wencong76 ( Date: 11-Jun-2020 20:29) Posted:

yes.. now renewable energy is the in thing.. Both SCM and keppel have a couple of renewable projects ongoing. Oil and gas is not like last time, but its still have market. Its not like the good old time where the major oil company will just whack the money.

Now cheap is good......thats y projects are going to China.... Korea.... Only when both merge, we can fight againest China and Korea. Thats my vie

Steady, support u today

Djsoul80 ( Date: 12-Jun-2020 07:10) Posted:

--- Post Removed by User ---

Good luck those SMM shareholders who vote in favor of the proposed resolutions.

time to short ?

i am holding 10,000 SM, anyone can advise me how /when to subscribe the right?

wencong76 ( Date: 11-Jun-2020 20:29) Posted:

yes.. now renewable energy is the in thing.. Both SCM and keppel have a couple of renewable projects ongoing. Oil and gas is not like last time, but its still have market. Its not like the good old time where the major oil company will just whack the money.

Now cheap is good......thats y projects are going to China.... Korea.... Only when both merge, we can fight againest China and Korea. Thats my view

huatster ( Date: 11-Jun-2020 16:24) Posted:

Alternative energy will be a boom in the next 10 years.

yes.. now renewable energy is the in thing.. Both SCM and keppel have a couple of renewable projects ongoing. Oil and gas is not like last time, but its still have market. Its not like the good old time where the major oil company will just whack the money.

Now cheap is good......thats y projects are going to China.... Korea.... Only when both merge, we can fight againest China and Korea. Thats my view

huatster ( Date: 11-Jun-2020 16:24) Posted:

Alternative energy will be a boom in the next 10 years.

Djsoul80 ( Date: 11-Jun-2020 16:22) Posted:

Hmm... I don't have much knowledge of what you've just mentioned. But for what I know, at the mean time or at least for another 10 years or so, oil is definitely still a demanding commodity.

I see, but the comparison just not right. Sembcrop marine is in a different industry. The energy sector is different from tech sector. However, they can leverage tech to improve the business. You can term it as a traditional business but it didn' t mean they need to jump into the hype and they might not have the mean to do it. However, they can move into renewable energy and smart energy. Moreover, if you look at Temasek portfolio, there are companies doing those techs. In short, it is not right to compare the two. if you like tech, then invest in those tech companies, give up on SMM.

As for Zoom, I will think it is overvalued but is up to each individual. By the way, US market is a different ball game, cannot compare to SG market. If you trade in US market, you will know.

uiop1223 ( Date: 11-Jun-2020 19:50) Posted:

What i meant to say is, the glory days of oil related stocks are over. Mkt is willing to value tech stocks at high valuation. We often read why company A trade at 0.8x bv, 0.3 bv .. bah bah. Thats because they are traditional companies. Even for reits, keppel DC is trading at high premium and low yield.

Look at Zoom. Its trading at 1200 times PE. Is it overvalued?

Microsoft pe is 34.

The current US stk mkt is being supported by tech stocks. If u strip out tech stks, its not even a bull mkt since late march

https://www.bloomberg.com/quote/ZM:US

starnova ( Date: 11-Jun-2020 16:51) Posted:

I don't think you are comparing apple to apple. Data is to uncover insight and support business decision. It is not use to power your cars or use to produce plastic and electricity. The closing next to oil is renewable energy which sembcorp have a business in it. Again, the world won't move fast to switch sources of fuel simply becoz our current system are build to work with oil as the main source of energy. So don't mix data and oil. They are totally different

What i meant to say is, the glory days of oil related stocks are over. Mkt is willing to value tech stocks at high valuation. We often read why company A trade at 0.8x bv, 0.3 bv .. bah bah. Thats because they are traditional companies. Even for reits, keppel DC is trading at high premium and low yield.

Look at Zoom. Its trading at 1200 times PE. Is it overvalued?

Microsoft pe is 34.

The current US stk mkt is being supported by tech stocks. If u strip out tech stks, its not even a bull mkt since late march

https://www.bloomberg.com/quote/ZM:US

starnova ( Date: 11-Jun-2020 16:51) Posted:

I don't think you are comparing apple to apple. Data is to uncover insight and support business decision. It is not use to power your cars or use to produce plastic and electricity. The closing next to oil is renewable energy which sembcorp have a business in it. Again, the world won't move fast to switch sources of fuel simply becoz our current system are build to work with oil as the main source of energy. So don't mix data and oil. They are totally different.

uiop1223 ( Date: 11-Jun-2020 16:08) Posted:

Hmm.. but why restructure a outdated sector? Data is the new oil. We shld take the lead in doing AI , DA and so on. Like china... spend so much taxpayers money (Temasek source of fund) on oil rigs where shale oil has already capped any future gains. Oil is no longer black gold

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