Seatrium Ltd
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Seatrium - Sea of Hopes & Atrium of Surprises (II)
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you are right. market has changed
| TARGET RATE (BPS) |
PROBABILITY(%) |
| NOW  * |
1 DAY
17 SEP 2024 |
1 WEEK
11 SEP 2024 |
1 MONTH
16 AUG 2024 |
| 475-500  |
65.0% |
64.0% |
14.0% |
25.0% |
| 500-525  |
35.0% |
36.0% |
86.0% |
75.0 |
Opposite.   Market is pricing 65% probability of 0.5% rate cut.   Only 35% probability of 0.25%.
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlTob231 ( Date: 18-Sep-2024 17:47) Posted:
More than 60% expected 0.25%
Meeting market expectation
0.5% will make the market jump |
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actually historically, the mkt usually falls after the rate cuts
concurr with u that it will be a 25 bhp cut
fed will take its own sweet time to gradually cut the rates and not in a hurry to do so epecially theres no impending recession fears in the US.
 
BinderyT ( Date: 18-Sep-2024 17:32) Posted:
It will follow US' s market reaction to rate decision.   Frankly, everyone is just quessing what the reaction will be.   Historically, it should be bullish but the expectation for a 0.5% is way too high and Fed might disappoint with 0.25%.
Eagle88 ( Date: 18-Sep-2024 17:14) Posted:
| FINAL 168 - tomorrow any guess |
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More than 60% expected 0.25%
Meeting market expectation
0.5% will make the market jump
It will follow US' s market reaction to rate decision.   Frankly, everyone is just quessing what the reaction will be.   Historically, it should be bullish but the expectation for a 0.5% is way too high and Fed might disappoint with 0.25%.
Eagle88 ( Date: 18-Sep-2024 17:14) Posted:
FINAL 168 - tomorrow any guess ?
Chansenghoe1971 ( Date: 18-Sep-2024 15:32) Posted:
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FINAL 168 - tomorrow any guess ?
Chansenghoe1971 ( Date: 18-Sep-2024 15:32) Posted:
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As expected, close at 168 toiday.  We need more of Eugesun' s taboo reverse power x 2 to bring it down to 162 by Friday. 
Joyoftheworld ( Date: 18-Sep-2024 10:11) Posted:
Eugesun casted the reverse taboo spell. He is a powerful wizard. Looks like I am not going to breakeven just yet.
BinderyT ( Date: 18-Sep-2024 10:06) Posted:
| Ok, own up.   Who cast the Freeze spell? |
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they already had funding. 
recently one counter i was looking at was dropping before xd, i thought maybe not the right time to buy
miscalculated. i should have entered and collect the dividends plus the price went up ... 
some people machiam guru ... maybe got insider news. all the best to you 
dyodd 
Seatrium leverage considered high. They probably wanna first lower it.
Also, i doubt it will be so easy to obtain funding
Eagle88 ( Date: 18-Sep-2024 15:31) Posted:
Dont need to buy with cash, can borrow from Banks who are willing to lend billions especially interest rate is coming down and offer Seatrium shares to Dyna-Mac share holders !!! I wont mind accepting Seatrium shares !!! LOL
MrBear12 ( Date: 18-Sep-2024 15:26) Posted:
| Seatrium not cash rich enuf |
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KO at 170 soon
Dont need to buy with cash, can borrow from Banks who are willing to lend billions especially interest rate is coming down and offer Seatrium shares to Dyna-Mac share holders !!! I wont mind accepting Seatrium shares !!! LOL
MrBear12 ( Date: 18-Sep-2024 15:26) Posted:
Seatrium not cash rich enuff
Eagle88 ( Date: 18-Sep-2024 15:24) Posted:
| South Korea&rsquo s Hanwha Group has pounced on Singapore&rsquo s modules specialist Dyna-Mac Holdings as it positions itself to take advantage of the increasing global demand for floating offshore facilities with 83 FPSOs expected to be ordered by 2030. |
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Yes, just buy over from KC at 40 Cents !!! Not far sighted vs Hanwha !!! Now is the last chance for Seatrium or any TH vehicles to buy Dyna-Mac !!! May be just take the cash and sell anything left to other parties and may get lots of money !!! my own opinion nia !!! LOL
MrBear12 ( Date: 18-Sep-2024 15:24) Posted:
| They could have bought it earlier. They did not. Must be regretting |
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Seatrium not cash rich enuff
Eagle88 ( Date: 18-Sep-2024 15:24) Posted:
South Korea&rsquo s Hanwha Group has pounced on Singapore&rsquo s modules specialist Dyna-Mac Holdings as it positions itself to take advantage of the increasing global demand for floating offshore facilities with 83 FPSOs expected to be ordered by 2030.
Eagle88 ( Date: 18-Sep-2024 15:22) Posted:
| I will be the first one to vote for Seatrium to buy Dyna-Mac if Seatrium really serious to buy !!!  |
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South Korea&rsquo s Hanwha Group has pounced on Singapore&rsquo s modules specialist Dyna-Mac Holdings as it positions itself to take advantage of the increasing global demand for floating offshore facilities with 83 FPSOs expected to be ordered by 2030.Eagle88 ( Date: 18-Sep-2024 15:22) Posted:
I will be the first one to vote for Seatrium to buy Dyna-Mac if Seatrium really serious to buy !!! 
Eagle88 ( Date: 18-Sep-2024 15:19) Posted:
| I think it is a very good match for Seatrium to buy Dyna-Mac as now Hanwha is offering only 60 cents with discount of more than 50 to 60% to the offer price as Dyna-Mac is having more than 300 million cash without any debts, with 15% profit margin and projects order book of 700 millions and going to 1 Billions by early next year !!!  |
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They could have bought it earlier. They did not. Must be regretting
I will be the first one to vote for Seatrium to buy Dyna-Mac if Seatrium really serious to buy !!! 
Eagle88 ( Date: 18-Sep-2024 15:19) Posted:
I think it is a very good match for Seatrium to buy Dyna-Mac as now Hanwha is offering only 60 cents with discount of more than 50 to 60% to the offer price as Dyna-Mac is having more than 300 million cash without any debts, with 15% profit margin and projects order book of 700 millions and going to 1 Billions by early next year !!! 
MrBear12 ( Date: 18-Sep-2024 15:07) Posted:
DM will be a positive contributor of profit to Seatrium.
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Can consider
I think it is a very good match for Seatrium to buy Dyna-Mac as now Hanwha is offering only 60 cents with discount of more than 50 to 60% to the offer price as Dyna-Mac is having more than 300 million cash without any debts, with 15% profit margin and projects order book of 700 millions and going to 1 Billions by early next year !!! 
MrBear12 ( Date: 18-Sep-2024 15:07) Posted:
DM will be a positive contributor of profit to Seatrium.
Eagle88 ( Date: 18-Sep-2024 15:04) Posted:
| What will happen to Seatrium if Seatrium offer to buy Dyna-Mac ??? |
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DM will be a positive contributor of profit to Seatrium.
Eagle88 ( Date: 18-Sep-2024 15:04) Posted:
| What will happen to Seatrium if Seatrium offer to buy Dyna-Mac ??? |
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What will happen to Seatrium if Seatrium offer to buy Dyna-Mac ???