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SembM Re-Born Rich

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Eagle88
    06-Apr-2023 12:55  
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May be rebounded within 3 hours !!! It all depends on whether BB wants to wallop all these cheap2 shares. 

eugesun      ( Date: 06-Apr-2023 12:29) Posted:

Be patience, only 1 month pass..give it 3 months at least..100 days in office...

naoshingo      ( Date: 06-Apr-2023 11:45) Posted:

Price drop like Sea Hum


 
 
eugesun
    06-Apr-2023 12:29  
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Be patience, only 1 month pass..give it 3 months at least..100 days in office...

naoshingo      ( Date: 06-Apr-2023 11:45) Posted:

Price drop like Sea Hum

 
 
Red_Bean
    06-Apr-2023 11:57  
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Sea Lang Tou还 不 趕 快 咸 鱼 翻 身 laughdevil
 
 

 
naoshingo
    06-Apr-2023 11:45  
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Price drop like Sea Hum
 
 
Eagle88
    06-Apr-2023 11:34  
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Not enough shares to be in the board to direct them what to do. LOL

eugesun      ( Date: 06-Apr-2023 11:31) Posted:

Correct, let the smart management do the work, we just relax and count money...

Eagle88      ( Date: 06-Apr-2023 11:19) Posted:

Fully agree with you. Need to reduce the overall operating cost by moving the less value added jobs to Indonesia and keep the high value added jobs in Singapore, else how to reduce cost and make higher profit margin. The shipyards in Singapore are very expensive as land is scarce and water also not enough at very high price compared to Indonesia. 


 
 
eugesun
    06-Apr-2023 11:31  
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Correct, let the smart management do the work, we just relax and count money...

Eagle88      ( Date: 06-Apr-2023 11:19) Posted:

Fully agree with you. Need to reduce the overall operating cost by moving the less value added jobs to Indonesia and keep the high value added jobs in Singapore, else how to reduce cost and make higher profit margin. The shipyards in Singapore are very expensive as land is scarce and water also not enough at very high price compared to Indonesia. 

eugesun      ( Date: 05-Apr-2023 17:41) Posted:

Ship building is the core strength for Singapore, strategic importance for economy growth in the region. Must be under Singapore control....lol.


 

 
Eagle88
    06-Apr-2023 11:29  
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yesyesyes  SP will move up once all these hurdles are cleared. May be YZJ or other companies want to buy up ?

n3wbie      ( Date: 06-Apr-2023 11:11) Posted:

Agreed and thanks for the sound advice / comments

ahbui8      ( Date: 06-Apr-2023 11:00) Posted:

Just patiently wait for the 27B new shares being fully digested. Majority of the Keppel SHs will not be SCM long term SH


 
 
Eagle88
    06-Apr-2023 11:19  
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Fully agree with you. Need to reduce the overall operating cost by moving the less value added jobs to Indonesia and keep the high value added jobs in Singapore, else how to reduce cost and make higher profit margin. The shipyards in Singapore are very expensive as land is scarce and water also not enough at very high price compared to Indonesia. 

eugesun      ( Date: 05-Apr-2023 17:41) Posted:

Ship building is the core strength for Singapore, strategic importance for economy growth in the region. Must be under Singapore control....lol..

n3wbie      ( Date: 05-Apr-2023 09:51) Posted:

No real motivation for their single largest shareholder to do so...


 
 
n3wbie
    06-Apr-2023 11:11  
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Agreed and thanks for the sound advice / comments

ahbui8      ( Date: 06-Apr-2023 11:00) Posted:

Just patiently wait for the 27B new shares being fully digested. Majority of the Keppel SHs will not be SCM long term SH.

n3wbie      ( Date: 06-Apr-2023 10:50) Posted:

Would have thought many who' d wanted to get out would have done so over the past month. The new uncertainty now is if KCL will divest its 3B+ shares and if so, that will take some time for the market to absorb it all. It also sets a price ceiling to some extent unless some funds or strategic investor just takeover that block entirel


 
 
ahbui8
    06-Apr-2023 11:00  
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Just patiently wait for the 27B new shares being fully digested. Majority of the Keppel SHs will not be SCM long term SH.

n3wbie      ( Date: 06-Apr-2023 10:50) Posted:

Would have thought many who' d wanted to get out would have done so over the past month. The new uncertainty now is if KCL will divest its 3B+ shares and if so, that will take some time for the market to absorb it all. It also sets a price ceiling to some extent unless some funds or strategic investor just takeover that block entirely

ahbui8      ( Date: 06-Apr-2023 10:37) Posted:

Not only Keppel, those Keppel SHs with the free shares are also waiting to divest. New buyers will not be so stupid pushing up to buy at higher price. 


 

 
vicloo
    06-Apr-2023 10:59  
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That's a strong point, the stronger reason why it doesn't go up because new management has not provided any strategic direction yet... Just look at Amazon and Disney... Market cheered when it outlined job cuts and restructuring... Stock up 8-10% immediately, we need the samething from Chris Ong now. 😍

ahbui8      ( Date: 06-Apr-2023 10:37) Posted:

Not only Keppel, those Keppel SHs with the free shares are also waiting to divest. New buyers will not be so stupid pushing up to buy at higher price. 

n3wbie      ( Date: 05-Apr-2023 23:28) Posted:

Only concern is potential overhang now if Keppel continues selling and after the 70M shares dumped yesterday, they still have > 3B left / also seems like they would be willing to divest at $0.122 which was equivalent to the price that they received the new shares for
 


 
 
n3wbie
    06-Apr-2023 10:50  
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Would have thought many who' d wanted to get out would have done so over the past month. The new uncertainty now is if KCL will divest its 3B+ shares and if so, that will take some time for the market to absorb it all. It also sets a price ceiling to some extent unless some funds or strategic investor just takeover that block entirely

ahbui8      ( Date: 06-Apr-2023 10:37) Posted:

Not only Keppel, those Keppel SHs with the free shares are also waiting to divest. New buyers will not be so stupid pushing up to buy at higher price. 

n3wbie      ( Date: 05-Apr-2023 23:28) Posted:

Only concern is potential overhang now if Keppel continues selling and after the 70M shares dumped yesterday, they still have > 3B left / also seems like they would be willing to divest at $0.122 which was equivalent to the price that they received the new shares for
 


 
 
Stocky901
    06-Apr-2023 10:45  
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My only concern is if the Brazilian court case settled with big fine amount, the price will tank below the 122 Keppel distribution price.🫣 🫣 🙏 🙏

n3wbie      ( Date: 05-Apr-2023 23:28) Posted:

Only concern is potential overhang now if Keppel continues selling and after the 70M shares dumped yesterday, they still have > 3B left / also seems like they would be willing to divest at $0.122 which was equivalent to the price that they received the new shares for
 

 
 
ahbui8
    06-Apr-2023 10:37  
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Not only Keppel, those Keppel SHs with the free shares are also waiting to divest. New buyers will not be so stupid pushing up to buy at higher price. 

n3wbie      ( Date: 05-Apr-2023 23:28) Posted:

Only concern is potential overhang now if Keppel continues selling and after the 70M shares dumped yesterday, they still have > 3B left / also seems like they would be willing to divest at $0.122 which was equivalent to the price that they received the new shares for
 

 
 
n3wbie
    05-Apr-2023 23:28  
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Only concern is potential overhang now if Keppel continues selling and after the 70M shares dumped yesterday, they still have > 3B left / also seems like they would be willing to divest at $0.122 which was equivalent to the price that they received the new shares for
 
 

 
eugesun
    05-Apr-2023 17:41  
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Ship building is the core strength for Singapore, strategic importance for economy growth in the region. Must be under Singapore control....lol..

n3wbie      ( Date: 05-Apr-2023 09:51) Posted:

No real motivation for their single largest shareholder to do so...?

robinvanjo      ( Date: 04-Apr-2023 22:08) Posted:

Any chance they will privatisation ?


 
 
eugesun
    05-Apr-2023 17:38  
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I call this healthy digestion, people's mind set start to change now....no more 10 cents level...

Stocky901      ( Date: 05-Apr-2023 17:27) Posted:

Very strange each time change name price will drop? Remember last time the dieing bird at new website? 🥵

 
 
Stocky901
    05-Apr-2023 17:33  
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Tax payer money cannot anyhow spend ahhh?

vicloo      ( Date: 05-Apr-2023 17:23) Posted:

Don't think Temasek is willing to pay spend so much to privatise.

robinvanjo      ( Date: 04-Apr-2023 22:08) Posted:

Any chance they will privatisation ?


 
 
Stocky901
    05-Apr-2023 17:27  
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Very strange each time change name price will drop? Remember last time the dieing bird at new website? 🥵
 
 
vicloo
    05-Apr-2023 17:23  
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Don't think Temasek is willing to pay spend so much to privatise.

robinvanjo      ( Date: 04-Apr-2023 22:08) Posted:

Any chance they will privatisation ?

 
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