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SEMBMARINE - A NEW CHAPTER - DEMERGED

 Post Reply 8981-9000 of 9396
 
danger
    21-Sep-2020 10:54  
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all who wanted to take profit sold already ???!!!!

About 1.6 BILLION SHARES SOLD LAST 2 weeks
 
 
danger
    21-Sep-2020 10:20  
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Next phase means to see Keppel Corp halted pending good news annoucement 

ADS2200      ( Date: 21-Sep-2020 10:16) Posted:

it is good. scm is accelerating into the next phase soon.smiley

ADS2200      ( Date: 20-Sep-2020 21:06) Posted:

nashingo, which also means scm will be moving into phase 2 soon.
so scm will be consolidating quickly and last friday huge volume is a step closer to fortifying scm 
looks like more news are coming.  wink


 
 
ADS2200
    21-Sep-2020 10:16  
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it is good. scm is accelerating into the next phase soon.smiley

ADS2200      ( Date: 20-Sep-2020 21:06) Posted:

nashingo, which also means scm will be moving into phase 2 soon.
so scm will be consolidating quickly and last friday huge volume is a step closer to fortifying scm 
looks like more news are coming.  wink

ADS2200      ( Date: 20-Sep-2020 14:11) Posted:


The stock market will become disconnected from the economy in 2021 as companies expand layoffs, money manager says

The economy and stock market will become increasingly disconnected from each other in 2021, as companies are likely to reduce headcount to increase profits, manager Kevin Nicholson told  CNBC' s  " Trading Nation" on Thursday. 

The co-chief investment officer of global fixed income at RiverFront Investment Group said firms are going to focus more on profitability next year, and this is " going to create a divergence between the economy and the market."  

just need to connect the dots, temasek has done the right thing to unlock not just value but also potential to compete with the peers. imho more value institutes, sovereign wealth funds, and individuals will buy into scm.   


 

 
danger
    21-Sep-2020 10:09  
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Bro ICXGOLD BEY LIN CHU

Sold SCI to support SCM at 17 cents .. now bankrupt

danger      ( Date: 21-Sep-2020 09:34) Posted:

bro ICXGOLD , where are you ?

You suppose to win big when SCM rocket past 20cents

danger      ( Date: 21-Sep-2020 08:49) Posted:

ICXGOLD LOADED BIG TIME AT 17 CENTS .. STILL HOLDING ??


 
 
danger
    21-Sep-2020 09:38  
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last 2 weeks or so.. BB already sold off about  total1.4 BILLION shares

TigerPlay      ( Date: 21-Sep-2020 09:36) Posted:

Appeared to me, they are targetting 15cts. Now, continue to drop from 15.7 cts and I tot 15.7cts is a really good and cheap price for an conglomerate cpy like SCM. But, hey, they can even push it to 10cts, I hope not leh....

 
 
TigerPlay
    21-Sep-2020 09:36  
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Appeared to me, they are targetting 15cts. Now, continue to drop from 15.7 cts and I tot 15.7cts is a really good and cheap price for an conglomerate cpy like SCM. But, hey, they can even push it to 10cts, I hope not leh....
 

 
danger
    21-Sep-2020 09:34  
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bro ICXGOLD , where are you ?

You suppose to win big when SCM rocket past 20cents

danger      ( Date: 21-Sep-2020 08:49) Posted:

ICXGOLD LOADED BIG TIME AT 17 CENTS .. STILL HOLDING ??

 
 
danger
    21-Sep-2020 09:29  
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shorting from 85 cents would made big money but 15 cents ..not much meat left

Maller      ( Date: 21-Sep-2020 09:24) Posted:

How much does these bbs want to shortsell? They might be playing with fire as there' s always bigger BBs around... dyodd 

 
 
Maller
    21-Sep-2020 09:24  
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How much does these bbs want to shortsell? They might be playing with fire as there' s always bigger BBs around... dyodd 
 
 
danger
    21-Sep-2020 08:49  
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ICXGOLD LOADED BIG TIME AT 17 CENTS .. STILL HOLDING ??
 

 
ckmpd1
    21-Sep-2020 08:21  
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Perhaps BB depressing SCM' s share price ?

TigerPlay      ( Date: 21-Sep-2020 08:13) Posted:

Last Friday,after trading 5pm, there seem to be big selloff of many millions,all my q which was not done get done at 5.05pm at a price of 0.157!!!
Wonder wat happening.

 
 
TigerPlay
    21-Sep-2020 08:13  
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Last Friday,after trading 5pm, there seem to be big selloff of many millions,all my q which was not done get done at 5.05pm at a price of 0.157!!!
Wonder wat happening.
 
 
ADS2200
    20-Sep-2020 21:06  
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nashingo, which also means scm will be moving into phase 2 soon.
so scm will be consolidating quickly and last friday huge volume is a step closer to fortifying scm 
looks like more news are coming.  wink

ADS2200      ( Date: 20-Sep-2020 14:11) Posted:


The stock market will become disconnected from the economy in 2021 as companies expand layoffs, money manager says

The economy and stock market will become increasingly disconnected from each other in 2021, as companies are likely to reduce headcount to increase profits, manager Kevin Nicholson told  CNBC' s  " Trading Nation" on Thursday. 

The co-chief investment officer of global fixed income at RiverFront Investment Group said firms are going to focus more on profitability next year, and this is " going to create a divergence between the economy and the market."  

just need to connect the dots, temasek has done the right thing to unlock not just value but also potential to compete with the peers. imho more value institutes, sovereign wealth funds, and individuals will buy into scm.   

 
 
naoshingo
    20-Sep-2020 18:26  
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All the best to fellow SM SH  yesyes
 

The next wave of the global recovery could send commodity prices soaring

https://www.cnbc.com/2020/09/18/world-economy-infrastructure-led-recovery-could-send-commodity-prices-soaring.html
 
 
ADS2200
    20-Sep-2020 14:34  
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how about another senario. with demerger of sci and scm, the rating of both companies have improved.

On the other hand, what if the current market cap of Sembcorp Marine (S$0.72bn) is its actual fair value? This will mean that post-infusion, it will only have a market cap of S$2.82bn, thus translating to a per-share value of S$0.22/share.

For Sembcorp Marine shares to trade below S$0.20/share, that will imply its current fair value should be S$400m or less.

At S$400m, the counter is essentially trading at only 0.2x P/B, given that its equity value is S$1.9bn. (currently the scm mkt cap is $1.97bn) 
the price is at 52 week low ... 

Thiamm      ( Date: 19-Sep-2020 14:50) Posted:

your explanation sounds interesting ......... why BB and TH plot to acquire more SMM shares?   
 

better      ( Date: 19-Sep-2020 14:26) Posted:

The market action for SMM has been pretty good over the past week. Strong interest by deep pocket investors to accumulate. To convince the SCI retail shareholder to sell their SMM shares at the cheap, the SMM accumulators are likely the same people pushng up SCI share price. SCI shareholders would then be willing to sell their SMM shares when they calculated that 4.9*16.5 + 1.33 = $2.14 is 10+% higher than SCI share price before the distribution.

Once the selling by SCI retail shareholders dry up in the next few weeks, SCI shares would likely drop below $1. The interest of the big boys including Temasek has always been to buy more SMM shares at the cheap. SCI is in a very matured business. It can be argued that almost anyone can run a power plant nowadays. You can only get the contract only when you are willing undercut your competitors substantially and agree to take on a huge debt to finance or fund the project. SCI has over $11 billion debt and make only $200-300 million on a good year. $2.6 billion of its debt is due in the next 12mths. The probability of a Temasek led rights issue to recapitalise SCI is high based on its current trajectory. That' s why SCI need to do an India IPO at the cheap urgently to avert an impending cash crunch.

You know how bad SCI' s cashflow is when they have to announce to the world recently  that they managed to secure a meagre $40 million loan to fund their solar contract.  Bear in mind that Hyflux went under when they try to get into the highly competitive and volatile " electricity" business.

I am vested in SMM, having subsribed to their rights and excess rights. Bought a bit more over the past week.
 


 

 
ADS2200
    20-Sep-2020 14:11  
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The stock market will become disconnected from the economy in 2021 as companies expand layoffs, money manager says

The economy and stock market will become increasingly disconnected from each other in 2021, as companies are likely to reduce headcount to increase profits, manager Kevin Nicholson told  CNBC' s  " Trading Nation" on Thursday. 

The co-chief investment officer of global fixed income at RiverFront Investment Group said firms are going to focus more on profitability next year, and this is " going to create a divergence between the economy and the market."  

just need to connect the dots, temasek has done the right thing to unlock not just value but also potential to compete with the peers. imho more value institutes, sovereign wealth funds, and individuals will buy into scm.   
 
 
Peter88
    20-Sep-2020 11:40  
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Tried to check the top 10 sharehlders of SCM from latest ARs but to no avail , as it shown only SCI as top SH, the rest are names of nominees . Hope some friends here can enlighten , thanks.
 
 
naoshingo
    20-Sep-2020 11:38  
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devil

danger      ( Date: 20-Sep-2020 11:34) Posted:

Let me scoop.some up at 15c .. just 50% of TERP..YUMMY

 
 
danger
    20-Sep-2020 11:34  
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Let me scoop.some up at 15c .. just 50% of TERP..YUMMY
 
 
naoshingo
    20-Sep-2020 11:05  
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A lot of twist and turn. Based on the quote, seems like there might be a change of course...I am not sure.
Wonder if you guys have any thoughts of this news.
 

Brazil extends ' Car Wash' corruption probe


https://www.straitstimes.com/business/economy/brazil-extends-car-wash-corruption-probe

"
But more recently, critics have accused the task force of pushing its aggressive tactics too far, provoking twin political and economic crises and undermining suspects' right to be presumed innocent until proven guilty.

It also faces accusations of playing politics, particularly after leaked communications appeared to show investigators conspiring to keep Lula, a leftist icon, from staging a come-back in  Brazil' s 2018 presidential race.

The operation will go ahead without its two most prominent figures, former judge Sergio Moro and lead prosecutor Deltan Dallagnol."
 
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