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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
newbie19 Supreme	24-Mar-2022 16:27        newbie19 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	No worry....Better and ckmpd1 got no heart feelings de.... ckmpd1      ( Date: 24-Mar-2022 15:50) Posted: thank you PHInsider63      ( Date: 24-Mar-2022 15:45) Posted: You are the man! I am glad to see you back. Better and You both should make peace. Good men in own strides. 👌 👍
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ckmpd1 Supreme	24-Mar-2022 15:50        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	thank you PHInsider63      ( Date: 24-Mar-2022 15:45) Posted: You are the man! I am glad to see you back. Better and You both should make peace. Good men in own strides. 👌 👍 ckmpd1      ( Date: 24-Mar-2022 15:39) Posted: maybe.  Next week is important for SCM for two reasons: 1.  Got merger or no merger? 2. If merger, what are the terms and conditions
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PHInsider63 Veteran	24-Mar-2022 15:45        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You are the man! I am glad to see you back. Better and You both should make peace. Good men in own strides. 👌 👍 ckmpd1      ( Date: 24-Mar-2022 15:39) Posted: maybe.  Next week is important for SCM for two reasons: 1.  Got merger or no merger? 2. If merger, what are the terms and conditions? newbie19      ( Date: 24-Mar-2022 15:31) Posted: Maybe closing up 0.2
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ckmpd1 Supreme	24-Mar-2022 15:39        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	maybe.  Next week is important for SCM for two reasons: 1.  Got merger or no merger? 2. If merger, what are the terms and conditions? newbie19      ( Date: 24-Mar-2022 15:31) Posted: Maybe closing up 0.2 c ckmpd1      ( Date: 24-Mar-2022 15:29) Posted: up only 0.1
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newbie19 Supreme	24-Mar-2022 15:31        newbie19 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Maybe closing up 0.2 c ckmpd1      ( Date: 24-Mar-2022 15:29) Posted: up only 0.1c TigerPlay      ( Date: 24-Mar-2022 11:21) Posted: Except SCM not moving at all
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ckmpd1 Supreme	24-Mar-2022 15:29        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	up only 0.1c TigerPlay      ( Date: 24-Mar-2022 11:21) Posted: Except SCM not moving at all
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Wind888 Senior	24-Mar-2022 12:20        Wind888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	UOB KayHian Singapore Company Update: Sembcorp Marine - A decent- sized order win to kick off the turnaround story. (SMM SP/BUY/S$0.094/Target: S$0.11) SMM announced that it had won a contract for a WTIV scheduled for delivery in early- 25. We estimate that this contract win is worth approximately S$600m and could be as large as S$800m depending on the specifications. Note that this is SMM& rsquo s first contract win since its announcement of modification work for a Floating Production Storage and Offloading vessel in Brazil in Jun 21.  VALUATION/RECOMMENDATION &bull Maintain BUY with a target price of S$0.11, which is based on a target multiple of 0.88x, pegged to our 2022 estimated book value per share of S$0.13. Our target P/B multiple is a 20% discount to the company&rsquo s past-five-year average P/B of 1.1x. Note that we had previously applied a 30% discount but we now view a lower discount as more reasonable given the expected turnaround in the company&rsquo s fortunes. With its S$1.5b rights issue completed, and Temasek&rsquo s mandatory general offer at S$0.08/share having lapsed in early- Nov 21, we believe that much of the corporate-level risk has dissipated. SHARE PRICE CATALYST &bull New orders for rigs, offshore renewable installations or fabrication works as well as repairs and upgrades work for cruise ships and other commercial vessels. &bull Merger or JVs with other shipyards.
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TigerPlay Master	24-Mar-2022 11:21        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Except SCM not moving at all
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newbie19 Supreme	24-Mar-2022 11:03        newbie19 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Yaya...watching now TigerPlay      ( Date: 24-Mar-2022 10:51) Posted: Stock cheong today, pending PM talk at 11am
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ckmpd1 Supreme	24-Mar-2022 10:58        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	hahaha Chagataii      ( Date: 24-Mar-2022 10:55) Posted: maybe PM Lee announce Kep sem merger at 11am today?
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Chagataii Veteran	24-Mar-2022 10:55        Chagataii About Contact  Quote this Post!
x 0   x 0  Alert Admin	maybe PM Lee announce Kep sem merger at 11am today?
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TigerPlay Master	24-Mar-2022 10:51        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Stock cheong today, pending PM talk at 11am
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ckmpd1 Supreme	24-Mar-2022 10:49        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last year, there was optimism. KC and SCM announced that KOM will be cut off to merge with SCM and non binding agreement was signed. Terms and conditions were scheduled to be finalised, signed and announced by Dec 2021. Then in Jan 21, Loh CH announced that negotitaions were still on.  More difficult than anticipated.  So secheduled completion and announced pushed back to 31 Mar 22. Now, we are entering last week of Mar.  Maybe will be announced soon and just before end of Mar.  Still possible. Cant help but wonder whether it is worrisome news or good news
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Chagataii Veteran	23-Mar-2022 16:40        Chagataii About Contact  Quote this Post!
x 0   x 0  Alert Admin	Basic WTIV is about $400 mill can be up to $450 mill maybe $500 depend on the sophistication and deployment area
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ckmpd1 Supreme	23-Mar-2022 15:39        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree.  Hope more contracts PHInsider63      ( Date: 23-Mar-2022 15:21) Posted: Yes I hope this is a landmark contract win that opens the gates for more similar ones. By virtue of this solitary one, it is definitely not enough and not convincing. ckmpd1      ( Date: 23-Mar-2022 15:17) Posted: Is the contract a big one?  How much is the contract worth and spread over how long
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PHInsider63 Veteran	23-Mar-2022 15:21        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes I hope this is a landmark contract win that opens the gates for more similar ones. By virtue of this solitary one, it is definitely not enough and not convincing. ckmpd1      ( Date: 23-Mar-2022 15:17) Posted: Is the contract a big one?  How much is the contract worth and spread over how long? SureStrike      ( Date: 23-Mar-2022 14:50) Posted: Singapore, 23 March 2022: Sembcorp Marine Ltd (the &ldquo Company&rdquo ), through its wholly-owned subsidiary, Sembcorp Marine Rigs & Floaters Pte Ltd, has secured a contract for the construction of a Wind Turbine Installation Vessel (&ldquo WTIV&rdquo ) based on Sembcorp Marine&rsquo s in-house design in collaboration with the customer. The WTIV project is scheduled to be completed in early 2025.
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ckmpd1 Supreme	23-Mar-2022 15:17        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is the contract a big one?  How much is the contract worth and spread over how long? SureStrike      ( Date: 23-Mar-2022 14:50) Posted: Singapore, 23 March 2022: Sembcorp Marine Ltd (the &ldquo Company&rdquo ), through its wholly-owned subsidiary, Sembcorp Marine Rigs & Floaters Pte Ltd, has secured a contract for the construction of a Wind Turbine Installation Vessel (&ldquo WTIV&rdquo ) based on Sembcorp Marine&rsquo s in-house design in collaboration with the customer. The WTIV project is scheduled to be completed in early 2025.
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ckmpd1 Supreme	23-Mar-2022 15:16        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree.  But 1st SCM mgmt must buck up, win contracts against strong competitors.  If mgmt cant do that, just hoping will not help TigerPlay      ( Date: 23-Mar-2022 14:50) Posted: But we oso hope the time will come when SCM really recover and those poor SH still holding can get at least their hard earned money back, even better still if get profit too.... ckmpd1      ( Date: 23-Mar-2022 09:37) Posted: Yes.  We also dont want people to lose their hard earned money.  But we need to state facts and not allow those who peddle hope to mislead younger investors. Any rise in share price can be manipulated by BBs in their pump and dump strategy or it can be due to strong fundamentals.  Any share investor here ought to be discerning and carefu
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SureStrike Veteran	23-Mar-2022 14:50        SureStrike About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singapore, 23 March 2022: Sembcorp Marine Ltd (the &ldquo Company&rdquo ), through its wholly-owned subsidiary, Sembcorp Marine Rigs & Floaters Pte Ltd, has secured a contract for the construction of a Wind Turbine Installation Vessel (&ldquo WTIV&rdquo ) based on Sembcorp Marine&rsquo s in-house design in collaboration with the customer. The WTIV project is scheduled to be completed in early 2025.
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TigerPlay Master	23-Mar-2022 14:50        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	But we oso hope the time will come when SCM really recover and those poor SH still holding can get at least their hard earned money back, even better still if get profit too.... ckmpd1      ( Date: 23-Mar-2022 09:37) Posted: Yes.  We also dont want people to lose their hard earned money.  But we need to state facts and not allow those who peddle hope to mislead younger investors. Any rise in share price can be manipulated by BBs in their pump and dump strategy or it can be due to strong fundamentals.  Any share investor here ought to be discerning and careful TigerPlay      ( Date: 23-Mar-2022 09:14) Posted: Hopefully, those SHs have been waiting very very long, hopefully can see some sunlight and take the opportunity to run which I think most are waiting to do lo
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