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Seatrium - Sea of Hopes & Atrium of Surprises (II) Post Reply Rate topic
MrBear12 Supreme	18-Sep-2024 21:24        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	https://www.google.com/amp/s/www.cnbc.com/amp/2024/09/17/the-feds-biggest-interest-rate-call-in-years-happens-wednesday-heres-what-to-expect.html Above article surmises the differing views and considers the risks involved in the rate cuts. My view is really one needs to manage the risks of any size of the rate cuts decided upon. If 25 bps, then manage the risk of a recession. If 50 bps, manage the risk of inflation returning to very high levels. Both cuts have risks that needs to be countered with an action plan. That plan is more important than the rate cut itself.
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MrBear12 Supreme	18-Sep-2024 21:17        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Until late last week, traders had locked in on a 25-basis-point cut. Then on Friday, sentiment suddenly shifted, putting a half point on the table. As of Wednesday afternoon, fed funds futures traders were pricing in about a 63% chance of the bigger move, a comparatively low level of conviction against previous meetings. One basis point equals 0.01%. Many on Wall Street continued to predict the Fed's first step would be a more cautious one. "The experience of tightening, although it seemed to work, didn't work exactly how they thought it was going to, so easing should be viewed with just as much uncertainty," said Tom Simons, U.S. economist at Jefferies. "Thus, if you're uncertain, you shouldn't rush." "They should move quickly here," Zandi said, expressing the more dovish view. "Otherwise they run the risk of something breaking." The debate inside the FOMC meeting room should be interesting, and with an unusual division among officials who generally have voted in unison. I'm generally more cautious as bears are in an uncertain environment BinderyT      ( Date: 18-Sep-2024 19:55) Posted: Why? MrBear12      ( Date: 18-Sep-2024 18:53) Posted: I am in the 25 bps cut camp. Means I'm in the minority camp. Chances I will be disappointed and as said, if it is 50 bps cut, I shall retire from Share Junction. This may truly be my last post. Good bye (should it be so)!
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BinderyT Elite	18-Sep-2024 19:55        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why? MrBear12      ( Date: 18-Sep-2024 18:53) Posted: I am in the 25 bps cut camp. Means I'm in the minority camp. Chances I will be disappointed and as said, if it is 50 bps cut, I shall retire from Share Junction. This may truly be my last post. Good bye (should it be so)!
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MrBear12 Supreme	18-Sep-2024 18:53        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	I am in the 25 bps cut camp. Means I'm in the minority camp. Chances I will be disappointed and as said, if it is 50 bps cut, I shall retire from Share Junction. This may truly be my last post. Good bye (should it be so)!
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BinderyT Elite	18-Sep-2024 18:40        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	That' s why I don' t like the odds.   If only 14% probability and Fed delivers 0.5%, stock market will skyrocket.   But now, with 65% probability and if Fed does not deliver 0.5%, bond yields will shoot to the roof and stock market will tank. Tob231      ( Date: 18-Sep-2024 18:14) Posted: you are right. market has changed TARGET RATE (BPS) PROBABILITY(%) NOW  * 1 DAY 17 SEP 2024 1 WEEK 11 SEP 2024 1 MONTH 16 AUG 2024 475-500  65.0% 64.0% 14.0% 25.0% 500-525  35.0% 36.0% 86.0% 75.0
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Tob231 Elite	18-Sep-2024 18:14        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	you are right. market has changed TARGET RATE (BPS) PROBABILITY(%) NOW  * 1 DAY 17 SEP 2024 1 WEEK 11 SEP 2024 1 MONTH 16 AUG 2024 475-500  65.0% 64.0% 14.0% 25.0% 500-525  35.0% 36.0% 86.0% 75.0
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BinderyT Elite	18-Sep-2024 18:02        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	Opposite.   Market is pricing 65% probability of 0.5% rate cut.   Only 35% probability of 0.25%. https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html Tob231      ( Date: 18-Sep-2024 17:47) Posted: More than 60% expected 0.25% Meeting market expectation 0.5% will make the market jump
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huattuatua Elite	18-Sep-2024 17:49        huattuatua About Contact  Quote this Post!
x 0   x 0  Alert Admin	actually historically, the mkt usually falls after the rate cuts concurr with u that it will be a 25 bhp cut fed will take its own sweet time to gradually cut the rates and not in a hurry to do so epecially theres no impending recession fears in the US.   BinderyT      ( Date: 18-Sep-2024 17:32) Posted: It will follow US' s market reaction to rate decision.   Frankly, everyone is just quessing what the reaction will be.   Historically, it should be bullish but the expectation for a 0.5% is way too high and Fed might disappoint with 0.25%. Eagle88      ( Date: 18-Sep-2024 17:14) Posted: FINAL 168 - tomorrow any guess
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Tob231 Elite	18-Sep-2024 17:47        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	More than 60% expected 0.25% Meeting market expectation 0.5% will make the market jump
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BinderyT Elite	18-Sep-2024 17:32        BinderyT About Contact  Quote this Post!
x 0   x 0  Alert Admin	It will follow US' s market reaction to rate decision.   Frankly, everyone is just quessing what the reaction will be.   Historically, it should be bullish but the expectation for a 0.5% is way too high and Fed might disappoint with 0.25%. Eagle88      ( Date: 18-Sep-2024 17:14) Posted: FINAL 168 - tomorrow any guess ? Chansenghoe1971      ( Date: 18-Sep-2024 15:32) Posted: KO at 170 soon
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Eagle88 Supreme	18-Sep-2024 17:14        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	FINAL 168 - tomorrow any guess ? Chansenghoe1971      ( Date: 18-Sep-2024 15:32) Posted: KO at 170 soon
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Joyoftheworld Master	18-Sep-2024 17:13        Joyoftheworld About Contact  Quote this Post!
x 0   x 0  Alert Admin	As expected, close at 168 toiday.  We need more of Eugesun' s taboo reverse power x 2 to bring it down to 162 by Friday.  Joyoftheworld      ( Date: 18-Sep-2024 10:11) Posted: Eugesun casted the reverse taboo spell. He is a powerful wizard. Looks like I am not going to breakeven just yet. BinderyT      ( Date: 18-Sep-2024 10:06) Posted: Ok, own up.   Who cast the Freeze spell?
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Tob231 Elite	18-Sep-2024 17:04        Tob231 About Contact  Quote this Post!
x 0   x 0  Alert Admin	they already had funding.  recently one counter i was looking at was dropping before xd, i thought maybe not the right time to buy miscalculated. i should have entered and collect the dividends plus the price went up ...  some people machiam guru ... maybe got insider news. all the best to you  dyodd
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MrBear12 Supreme	18-Sep-2024 15:33        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Seatrium leverage considered high. They probably wanna first lower it. Also, i doubt it will be so easy to obtain funding Eagle88      ( Date: 18-Sep-2024 15:31) Posted: Dont need to buy with cash, can borrow from Banks who are willing to lend billions especially interest rate is coming down and offer Seatrium shares to Dyna-Mac share holders !!! I wont mind accepting Seatrium shares !!! LOL MrBear12      ( Date: 18-Sep-2024 15:26) Posted: Seatrium not cash rich enuf
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Chansenghoe1971 Elite	18-Sep-2024 15:32        Chansenghoe1971 About Contact  Quote this Post!
x 0   x 0  Alert Admin	KO at 170 soon
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Eagle88 Supreme	18-Sep-2024 15:31        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dont need to buy with cash, can borrow from Banks who are willing to lend billions especially interest rate is coming down and offer Seatrium shares to Dyna-Mac share holders !!! I wont mind accepting Seatrium shares !!! LOL MrBear12      ( Date: 18-Sep-2024 15:26) Posted: Seatrium not cash rich enuff Eagle88      ( Date: 18-Sep-2024 15:24) Posted: South Korea&rsquo s Hanwha Group has pounced on Singapore&rsquo s modules specialist Dyna-Mac Holdings as it positions itself to take advantage of the increasing global demand for floating offshore facilities with 83 FPSOs expected to be ordered by 2030.
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Eagle88 Supreme	18-Sep-2024 15:29        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, just buy over from KC at 40 Cents !!! Not far sighted vs Hanwha !!! Now is the last chance for Seatrium or any TH vehicles to buy Dyna-Mac !!! May be just take the cash and sell anything left to other parties and may get lots of money !!! my own opinion nia !!! LOL MrBear12      ( Date: 18-Sep-2024 15:24) Posted: They could have bought it earlier. They did not. Must be regretting
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MrBear12 Supreme	18-Sep-2024 15:26        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Seatrium not cash rich enuff Eagle88      ( Date: 18-Sep-2024 15:24) Posted: South Korea&rsquo s Hanwha Group has pounced on Singapore&rsquo s modules specialist Dyna-Mac Holdings as it positions itself to take advantage of the increasing global demand for floating offshore facilities with 83 FPSOs expected to be ordered by 2030. Eagle88      ( Date: 18-Sep-2024 15:22) Posted: I will be the first one to vote for Seatrium to buy Dyna-Mac if Seatrium really serious to buy !!!
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Eagle88 Supreme	18-Sep-2024 15:24        Eagle88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	South Korea&rsquo s Hanwha Group has pounced on Singapore&rsquo s modules specialist Dyna-Mac Holdings as it positions itself to take advantage of the increasing global demand for floating offshore facilities with 83 FPSOs expected to be ordered by 2030. Eagle88      ( Date: 18-Sep-2024 15:22) Posted: I will be the first one to vote for Seatrium to buy Dyna-Mac if Seatrium really serious to buy !!!  Eagle88      ( Date: 18-Sep-2024 15:19) Posted: I think it is a very good match for Seatrium to buy Dyna-Mac as now Hanwha is offering only 60 cents with discount of more than 50 to 60% to the offer price as Dyna-Mac is having more than 300 million cash without any debts, with 15% profit margin and projects order book of 700 millions and going to 1 Billions by early next year !!!
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MrBear12 Supreme	18-Sep-2024 15:24        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	They could have bought it earlier. They did not. Must be regretting
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