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SEMBMARINE - A NEW CHAPTER - DEMERGED
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9041-9060 of 9396
target 150..
HSKHuat ( Date: 18-Sep-2020 15:00) Posted:
| Back to 161.............OMG |
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Back to 161.............OMG
Wha. SMM break down. All of a sudden so many sellers again?
Break out!! Congrats! 

danger ( Date: 18-Sep-2020 11:07) Posted:
THE HUTCHSION PORT BREW IS STARTING ....
danger ( Date: 18-Sep-2020 10:25) Posted:
| yes i am brewing together too .. 0.29x BOOK VALUE ONL |
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THE HUTCHSION PORT BREW IS STARTING ....
danger ( Date: 18-Sep-2020 10:25) Posted:
yes i am brewing together too .. 0.29x BOOK VALUE ONLY
naoshingo ( Date: 18-Sep-2020 10:23) Posted:
| This one like something brewing also.. |
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Big bro taking TGIF early break
yes i am brewing together too .. 0.29x BOOK VALUE ONLY
naoshingo ( Date: 18-Sep-2020 10:23) Posted:
This one like something brewing also...
danger ( Date: 18-Sep-2020 10:19) Posted:
| Unless temasek want to target their baby Hutchison port too ? The 2nd biggest shareholder ...    |
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This one like something brewing also...
danger ( Date: 18-Sep-2020 10:19) Posted:
| Unless temasek want to target their baby Hutchison port too ? The 2nd biggest shareholder ...    |
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Unless temasek want to target their baby Hutchison port too ? The 2nd biggest shareholder ...   
Because Temasek already settle SIA issue then SCI and SCM issue
What' s next .............................. 

naoshingo ( Date: 18-Sep-2020 10:12) Posted:
So soon meh? Lol...
danger ( Date: 18-Sep-2020 10:00) Posted:
always looking out for HALT in Keppel Corp shares
Once HALT out means ho sey liao .. HUA |
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So soon meh? Lol...
danger ( Date: 18-Sep-2020 10:00) Posted:
always looking out for HALT in Keppel Corp shares
Once HALT out means ho sey liao .. HUAT
simpleguy123 ( Date: 18-Sep-2020 07:19) Posted:
| I think this time frame is idea for Investors to watch if TH and the Tiger Lady decides to make a move on merging SMM and K-O&M together. By 31st March 2021, more light will be revealled |
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looks like today, vol may be below 100m.  Next week shd see much lesser vol.  Most sellers who thought that they got SCM for free wld have sold by next week and those holding SCM shares are those who see value in SCM.  When high selling ceases, we will see SCM shares rising
danger ( Date: 18-Sep-2020 09:22) Posted:
if the volume for today and subsequent days dwindle down means most sellers after taking their SCM shares had sold off already
dry up selling and forming the base |
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always looking out for HALT in Keppel Corp shares
Once HALT out means ho sey liao .. HUAT
simpleguy123 ( Date: 18-Sep-2020 07:19) Posted:
I think this time frame is idea for Investors to watch if TH and the Tiger Lady decides to make a move on merging SMM and K-O&M together. By 31st March 2021, more light will be revealled.
better ( Date: 17-Sep-2020 18:02) Posted:
Exactly.
Btw, Temasek would not be too concerned about the quoted value of its holdings until nearing their next reporting year end on the 31st March 2021.
Based on SMM' s mother share price of between $0.70 to $2 for the last 3 years, the average price per share of the CEO Wong Weng Sum 0.17% ownership would be between $0.29 to $0.60.
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hmmmm whatever TH touches will sure gone case one leh
msksmsks ( Date: 18-Sep-2020 08:02) Posted:
Patient. Let TH prove its investment deal in our local turf whom had better control and influence.
Cheers |
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if the volume for today and subsequent days dwindle down means most sellers after taking their SCM shares had sold off already
dry up selling and forming the base
Ya, think most of them took up the shares subscriptions. Many of them, including the management average cost is abt 30 cents and above. So do you think it will drop further?? Dyodd 
Patient. Let TH prove its investment deal in our local turf whom had better control and influence.
Cheers
I think this time frame is idea for Investors to watch if TH and the Tiger Lady decides to make a move on merging SMM and K-O&M together. By 31st March 2021, more light will be revealled.
better ( Date: 17-Sep-2020 18:02) Posted:
Exactly.
Btw, Temasek would not be too concerned about the quoted value of its holdings until nearing their next reporting year end on the 31st March 2021.
Based on SMM' s mother share price of between $0.70 to $2 for the last 3 years, the average price per share of the CEO Wong Weng Sum 0.17% ownership would be between $0.29 to $0.60.
 
danger ( Date: 17-Sep-2020 15:44) Posted:
| also mean Temasek hasn' t sold any |
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Agree. Within 3 to 6mths
weekaykee ( Date: 17-Sep-2020 20:28) Posted:
I think it will happen within 6 mths
7ra11ver ( Date: 17-Sep-2020 19:15) Posted:
| imo the corporate actions have not ended... TH may be thinking of various options to merge Keppel O& M and SMM... will wait for this next chapter and hope SMM will have some gain then. This should not be too long... may be within next 12 months? |
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1/5 @ $0.20 and 4/5% $0.00 so average cost is $0.04. Very large leeway to make a GO if she wants to. TH is a corporate entity and the saying goes big fish makan ikan bilis. This is the reality. I like the book " Barbarians at the Gate"
ADS2200 ( Date: 17-Sep-2020 12:09) Posted:
The larger point for SMM' s minority shareholders is that they are really in the same boat as Temasek, whether they obtained their shares largely from the 5-for-1 rights issue or entirely from the distribution in-specie by SCI.
About one-fifth of Temasek' s SMM shares came from the sub-underwriting deal, which would have cost it S$0.20 per share. The other four-fifths of its SMM shares were de-merged from its SCI shares, the value of which it will certainly want to preserve.
So, the current spate of selling notwithstanding, it seems logical to assume that whatever strategic moves Temasek makes with SMM will be in the interests of most minority investors too.
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