| Latest Forum Topics / Seatrium Ltd Last:2.01 -- |
 Post Reply
|
|
Seatrium - Sea of Hopes & Atrium of Surprises (II)
|
|||||
|
PiRPiR
Master |
21-Jan-2025 12:29
|
||||
|
x 0
x 0 Alert Admin |
11:20 PM EST, 01/20/2025 (MT Newswires) -- Seatrium (SGX:5E2) transferred 120,000 shares worth SG$215,856 under the company's share plan to non-executive directors, according to a filing with the Singapore Exchange on Monday.
Following the transfer of the shares, the maritime and new energy engineering firm's total treasury shares have decreased to 26,993,331 shares. |
||||
| Useful To Me Not Useful To Me | |||||
|
eugesun
Elite |
21-Jan-2025 10:19
|
||||
|
x 0
x 0 Alert Admin |
Buy buy buy, buy seatrium
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Joyoftheworld
Master |
20-Jan-2025 17:12
|
||||
|
x 0
x 0 Alert Admin |
Based on article, we should sell Sinktrium to buy YangZiJiang and Macro Polo. | ||||
| Useful To Me Not Useful To Me | |||||
|
War3craft2003
Member |
20-Jan-2025 15:27
|
||||
|
x 0
x 0 Alert Admin |
https://www.businesstimes.com.sg/companies-markets/yzj-seatrium-stocks-ride-wave-upcycle-orders-smooth-sailing-ahead-seen-marine-sector
YZJ, Seatrium stocks ride wave of upcycle orders smooth sailing ahead seen for marine sector Supply catchup, O&M demand, fleet renewal among factors fuelling order books Yangzijiang is among several marine stocks which have been performing well in the past year. MARINE stocks listed on the Singapore Exchange have been booming over the past year, and analysts are optimistic on continued growth for this sector. Yangzijiang Shipbuilding : BS6 -1.37% had a nearly 80 per cent increase in its share price over the past year, while Marco Polo Marine : 5LY 0% was up by more than 12 per cent. Seatrium : 5E2 -1.76% jumped about 52 per cent in the past six months, and Nam Cheong is up nearly 150 per cent in the same period. Analysts listed factors such as an industry upcycle, supply crunch and rebound in global demand. Lim Siew Khee, head of Singapore research at CGS International, said: ?The shipping industry is undergoing an ordering upcycle. ?Thanks to the increased shipping activity since Covid-19 and subsequent elevated freight rates, ship liners have built strong balance sheets. This has led to record-high orders for shipyards such as Yangzijiang.? She noted that shipyard capacity is tight, with most orders booked for 2028 onwards. Demand for offshore support vessels is driven further by exploration and production activity in the oil and gas (O&G) industry, said Lim. But low oil prices and a lack of bank financing have been limiting the construction of new vessels since 2015, she added. ?This supply crunch has led to a more than double rebound in vessel charter rates since 2021 for vessel owners such as Nam Cheong, Mermaid Maritime and Marco Polo,? said Lim. Greener vessels and LNG carriers Analysts pointed out that the International Maritime Organization?s regulations for sulfur emissions for the shipping industry implemented in 2020 (IMO 2020) have boosted demand for greener vessels. The regulations stipulated that the global upper limit on the sulphur content of ships? fuel oil must be reduced to 0.5 per cent (from 3.5 per cent), with the goal of lessening harmful pollution emitted from ships. Lim said many liners have initiated fleet rejuvenation programmes to meet the regulations, spurring demand for dual-fuel containerships and even eco-friendly gas carriers. Similarly, Ng Xin-Yao, investment director at abrdn, observed a trend towards greener vessels following IMO 2020, as well as growing demand for liquified natural gas (LNG) and LNG carriers. ?We think this has the potential to be a decade-long cycle if capacity expansion remains limited,? he added. Ng said Singapore shipbuilders can benefit from the rise in demand for LNG carriers as Korean shipbuilders ? Singapore?s biggest competition ? shift their focus to large LNG carriers. ?Across the sector, we see demand exceeding supply still. Newbuild prices have been going up. The Korean and Singapore shipyards, and increasingly the Chinese shipyards too, have capacity fully booked till 2027 at least, while capacity beyond that is also getting filled. ?At the same time, steel prices have been kept low by a softer Chinese economy. Therefore, visibility in terms of revenue, profits and cash flow are well for several years ahead,? he added. On a global scale, orders for floating production storage and offloading (FPSO) units have increased along with floating production units, Lim noted. She said that this was due to crude oil prices trending between US$70 and US$90 per barrel since late 2021. The price increase compared with US$55 per barrel from 2015 to 2020 may have increased capex plans from cash-rich oil producers. What could investors focus on? Ng said he likes shipbuilders in Singapore, Korea and China, as shippers start to invest in new vessels again. ?We also like service companies that benefit from the increased vessel deliveries,? he added. CGS analysts like Yangzijiang for its strong order book with deliveries set to be till 2029. The company can positively surprise on its order win target for 2025, which management guided to be higher than last year?s target of US$4.5 billion, they said. They also named Seatrium, noting that it won more than S$16 billion worth of contracts for Petrobras P-series FPSO vessels platforms and a TenneT offshore converter platform in 2023 and 2024. Maybank Securities analyst Jarick Seet forecast that demand from O&G and offshore windfarms will remain strong, bolstering Marco Polo Marine?s and CSE Global?s : 544 0% shares. ?We expect its Commissioning Service Operation vessel to start contributing in H2 FY2025, as well as charter rates to remain resilient and potentially rise further due to strong demand from both O&G as well as offshore wind farms,? he said about Marco Polo Marine |
||||
| Useful To Me Not Useful To Me | |||||
|
Joyoftheworld
Master |
20-Jan-2025 11:33
|
||||
|
x 0
x 0 Alert Admin |
Maybe, year end result is going to be disappointing. If 2024 net profit less than 300mil- crash 300-500mil- not much change above 500 mil- soar
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
PQTPQK
Supreme |
20-Jan-2025 11:09
|
||||
|
x 0
x 0 Alert Admin |
any news ? why down today ? | ||||
| Useful To Me Not Useful To Me | |||||
|
Joyoftheworld
Master |
18-Jan-2025 16:30
|
||||
|
x 0
x 0 Alert Admin |
About 140 million shares left. To dump likely when Sinktrium is back above 250.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Chengzu
Member |
18-Jan-2025 11:49
|
||||
|
x 0
x 0 Alert Admin |
Hi all, I trying to check top share holdings % by institutions/companies but Seatrium webpage last update was March 2024. Anyone know where to find the latest update? Just want to know if Keppel finished dumping its holdings. Thanks! | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
War3craft2003
Member |
17-Jan-2025 21:24
|
||||
|
x 0
x 0 Alert Admin |
https://www.offshore-energy.biz/worlds-first-ship-with-full-scale-onboard-ccs-ready-for-pilot-testing/
?World?s first? ship with full-scale onboard CCS ready for pilot testing Carbon Capture Usage & Storage January 17, 2025, by Ajsa Habibic Following a turnkey carbon capture and storage (CCS) retrofit by Singaporean shipbuilding group Seatrium, Clipper Eris, the ethylene carrier owned by Norwegian player Solvang, is set to commence pilot testing as ?the world?s first? ship equipped with a full-scale carbon capture facility. Courtesy of Solvang The full-scale CCS retrofit of the 21,289 cubic meter ethylene carrier is a joint initiative by Solvang, Seatrium, technology provider Wärtsilä, German engine maker MAN Energy Solutions, and the research institute SINTEF. Enova-backed project involves retrofitting a 7 MW Wärtsilä CCS system, which is expected to capture 70% of CO2 emissions from the main engine by using amine cleaning technology, onto Solvang?s Clipper Eris. It includes the entire value chain for handling CO2, including liquefaction and storage onboard the vessel. Seatrium?s scope of work includes basic design, detailed engineering, procurement, upgrading of electrical and automation systems, as well as the integration of a carbon capture and compression/storage system. Under the agreement from early 2024, the ship has spent the past few months in dry dock for a full retrofit and the project team gathered in Singapore on January 16, 2025, to present the project. The vessel is scheduled to leave the docks at Seatrium?s Admiralty yard in early February for pilot testing, marking ?an important milestone? in this project. As reported previously, the technology will be piloted onboard the vessel over a year while it is operating commercially. If the pilot project is successful, Solvang intends to install the technology on more vessels, including newbuilds scheduled for delivery by 2026-2027. ?Onboard carbon capture combined with existing cleaning technology is a significant shortcut to decarbonization of the world?s deep-sea fleet. This stands out as one of the more promising solutions for future vessels,? said Edvin Endresen, CEO of Solvang ASA. ?CO2 can be recycled and used in land-based industries, but the global infrastructure for discharge for shipping needs to be developed fast. In addition, IMO must implement global regulations with benefits and penalty schemes for achieving the set goals. Predictability is necessary for the industry to invest in solutions for reducing CO2 emissions |
||||
| Useful To Me Not Useful To Me | |||||
|
Joyoftheworld
Master |
17-Jan-2025 17:17
|
||||
|
x 0
x 0 Alert Admin |
As expected once again, Eugesun's reverse charm has proven to be omnipotent this week. This forum amd all Sinktrium retail shareholders owed him a sea of gratitude!! 🙏
|
||||
| Useful To Me Not Useful To Me | |||||
|
beng1102
Elite |
17-Jan-2025 11:00
|
||||
|
x 0
x 0 Alert Admin |
Short continue to buy for short covering. Short cover bought back another 8million shares in the week lead to 10 Jan 2025.
SEATRIUM LTD 20241227 101,366,768
SEATRIUM LTD 20250103 80,408,953
SEATRIUM LTD 20250110 72,475,128
|
||||
| Useful To Me Not Useful To Me | |||||
|
eugesun
Elite |
17-Jan-2025 10:51
|
||||
|
x 0
x 0 Alert Admin |
1 dollar... Huat ahhh... Hold long all huat..
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Battle123
Elite |
16-Jan-2025 19:13
|
||||
|
x 0
x 0 Alert Admin |
Gradually go touch another next selling price
245 hopefully soonz |
||||
| Useful To Me Not Useful To Me | |||||
|
War3craft2003
Member |
16-Jan-2025 14:18
|
||||
|
x 0
x 0 Alert Admin |
https://www.theedgesingapore.com/news/energy/sembcorp-seatrium-win-energy-transition-cooperation
Summary Singapore and Malaysia agree to cooperate on renewable energy projects under the Johor-Singapore Special Economic Zone. DBS Group Research believes Sembcorp Industries and Seatrium will benefit from the JS-SEZ. SP Group and TNB are conducting a feasibility study to expand interconnector capacity between Singapore and Malaysia. Sembcorp Industries and Seatrium are among a handful of stocks that will benefit from the JS-SEZ, according to DBS Group Research. ?We believe JS-SEZ can bring about benefits to oil and gas and clean energy value chain players, including Seatrium for ship repair and carbon capture, utilisation and storage and Sembcorp Industries for renewable energy capacity.? |
||||
| Useful To Me Not Useful To Me | |||||
|
naoshingo
Elite |
16-Jan-2025 14:17
|
||||
|
x 0
x 0 Alert Admin |
One year I. Holland.
|
||||
| Useful To Me Not Useful To Me | |||||
|
tankoksee
Supreme |
16-Jan-2025 14:03
|
||||
|
x 0
x 0 Alert Admin |
for $3 otot arggggg
|
||||
| Useful To Me Not Useful To Me | |||||
|
Joyoftheworld
Master |
16-Jan-2025 12:06
|
||||
|
x 0
x 0 Alert Admin |
Pump and dump??
|
||||
| Useful To Me Not Useful To Me | |||||
|
Joyoftheworld
Master |
16-Jan-2025 11:14
|
||||
|
x 0
x 0 Alert Admin |
A momentous moment. Sinktrium has got back to exactly where it was 1 year ago. A one year round trip. | ||||
| Useful To Me Not Useful To Me | |||||
|
eugesun
Elite |
16-Jan-2025 10:52
|
||||
|
x 0
x 0 Alert Admin |
For the long.... All huat ahhh...
|
||||
| Useful To Me Not Useful To Me | |||||
|
wehuattogether88
Supreme |
16-Jan-2025 10:34
|
||||
|
x 0
x 0 Alert Admin |
I am referring to demand and supply.
|
||||
| Useful To Me Not Useful To Me | |||||
