| Latest Forum Topics / Seatrium Last:0.091 -- |
 Post Reply
|
|
Sembmarine
|
|||||
|
niuyear
Supreme |
06-Feb-2012 12:41
|
||||
|
x 0
x 0 Alert Admin |
$5.40? very greedy . :) huat arrhhhhhhhhhhhhhhhhhhh!!
|
||||
| Useful To Me Not Useful To Me | |||||
|
sgnewbie
Master |
06-Feb-2012 12:38
|
||||
|
x 0
x 1 Alert Admin |
OCBC on Rig Builders http://sg-shares.blogspot.com/2012/02/rig-builders.html |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
alexchia01
Elite |
06-Feb-2012 12:15
Yells: "Catch The Stars And Ride With Them" |
||||
|
x 0
x 0 Alert Admin |
I think can buy SembMar today. Entry: $4.98 and Above Stop-Loss: $4.82 Target: $5.44 More on my Blog at Alex Trades. Good luck. |
||||
| Useful To Me Not Useful To Me | |||||
|
sgnewbie
Master |
06-Feb-2012 09:11
|
||||
|
x 0
x 0 Alert Admin |
Kim Eng on SembMar http://sg-shares.blogspot.com/2012/02/sembmar.html |
||||
| Useful To Me Not Useful To Me | |||||
|
Jackpot2010
Master |
05-Feb-2012 22:28
|
||||
|
x 0
x 0 Alert Admin |
HSBC switched out of KepCorp into SembMarine (TP $6.05). Thus SembMarine has moved up sharply by 22% vs Kepcorp up by 7% only after their report. Despite this, I continue to long Kepcorp only. SINGAPORE, Jan 10 (Reuters) - HSBC recommends investors buy Sembcorp Marine Ltd instead of Keppel Corp to benefit from growing exploration activity in oil and gas. HSBC said at a briefing on Tuesday that Sembcorp Marine is one of its top 10 stock picks for Asia excluding Japan. HSBC values Sembcorp Marine at S$6.05. " The Asia Super Ten actually switched out of Keppel Corp into Sembcorp yesterday. The reason is we think that Sembcorp is a purer play on that sector, while at Keppel you have more exposure to property," HSBC's global head of equity strategy, Garry Evans, said in Singapore. The global demand for oil looks set to " continue on a long term structural basis" , he said. Keppel Corp is the world's largest rig builder but the firm also has a large property arm. Sembcorp Marine is the world's number two rig builder. Evans added that because the sector is not cyclical and is relatively cheap at the moment, such companies look attractively valued. |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
krisluke
Supreme |
05-Feb-2012 20:58
|
||||
|
x 0
x 0 Alert Admin |
CITI up the tgt price ? ????????????????????????????? Are they BUYING ... |
||||
| Useful To Me Not Useful To Me | |||||
|
krisluke
Supreme |
05-Feb-2012 20:52
|
||||
|
x 0
x 0 Alert Admin |
SMM: Citi raises TP to $5.90 from $4.76, keeps at Buy. Says despite the rise in share price, it believes improved order win prospects have yet to be fully discounted, with contracts wins having the potential to exceed consensus expectations. The house increases order book estimates by 30-40% over 2012-13E, expects a win rate of $5.5 – 6b over 2012-14, comparable to the previous peak cycle. Reiterates that semi-sub new build demand will emerge this year and regain mkt share after years of underinvestment, underscored by the rise in day rates and sharp fall in uncharted supply. Adds, SMM is better positioned to benefit from a resurgence in semi-subs than an up-cycle in jackups, given the popularity of its F& G rig designs. |
||||
| Useful To Me Not Useful To Me | |||||
|
Jackpot2010
Master |
03-Feb-2012 13:05
|
||||
|
x 0
x 0 Alert Admin |
RESEARCH ALERT SINGAPORE, Feb 3 (Reuters) - Citigroup raised its price target on Singapore rig builder SembCorp Marine to S$5.90 from S$4.76 and kept its buy rating. Citi said despite the recent increase in SembCorp Marine's share price, it believes the firm's " improved order-win prospects have yet to be fully discounted" and its contract wins have potential to exceed consensus expectations. The U.S. bank increased its order book estimates for the company by about 30 to 40 percent for 2012 and 2013. Citi said it expects demand for semi-submersible rigs, an area SembCorp is good in, to emerge this year after a long period of under-investment. (Reporting By Mark Tay Editing by Kevin Lim) (c) Copyright Thomson Reuters 2012.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
susan66
Elite |
01-Feb-2012 19:31
Yells: "Hope is in the Future, huat together!" |
||||
|
x 0
x 0 Alert Admin |
Sure can, reaching soon. Me entered today also. Good luck! 
|
||||
| Useful To Me Not Useful To Me | |||||
|
niuyear
Supreme |
01-Feb-2012 13:32
|
||||
|
x 0
x 0 Alert Admin |
cheong arhhhhhhhhh Can we see peers $5? |
||||
| Useful To Me Not Useful To Me | |||||
|
catalyst
Senior |
31-Jan-2012 18:31
|
||||
|
x 0
x 0 Alert Admin |
Cut loss triggered?
|
||||
| Useful To Me Not Useful To Me | |||||
|
Jackpot2010
Master |
31-Jan-2012 17:06
|
||||
|
x 0
x 0 Alert Admin |
Closed $4.97 +22c | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Jackpot2010
Master |
31-Jan-2012 16:19
|
||||
|
x 0
x 0 Alert Admin |
typo error. $4.76 was a good bet yesterday. Today $4.89 + 13c. Rumour of Brasil $1B contract appears to be real. Investors expected minimum Final div = 25c (same as last FY), but IF any lesser then px will drop sharply.
|
||||
| Useful To Me Not Useful To Me | |||||
|
wangerism
Master |
30-Jan-2012 23:42
|
||||
|
x 0
x 0 Alert Admin |
guess i didnt read between the lines then.. gd luck to ur endeavor
|
||||
| Useful To Me Not Useful To Me | |||||
|
warrenbegger
Elite |
30-Jan-2012 23:04
Yells: "Anyhow Buy Anyhow Die ^_^" |
||||
|
x 0
x 0 Alert Admin |
Many times the answer is already in my words, maybe u didn't notice it :)
|
||||
| Useful To Me Not Useful To Me | |||||
|
alexchia01
Elite |
30-Jan-2012 22:53
Yells: "Catch The Stars And Ride With Them" |
||||
|
x 0
x 1 Alert Admin |
Yap, I short SembMar today...
|
||||
| Useful To Me Not Useful To Me | |||||
|
wangerism
Master |
30-Jan-2012 22:42
|
||||
|
x 0
x 0 Alert Admin |
nice one warren... the question is wat would u do now?
|
||||
| Useful To Me Not Useful To Me | |||||
|
warrenbegger
Elite |
30-Jan-2012 22:02
Yells: "Anyhow Buy Anyhow Die ^_^" |
||||
|
x 0
x 0 Alert Admin |
Ha ha ha... I know this Sem-monkey inside out :)
|
||||
| Useful To Me Not Useful To Me | |||||
|
New123
Supreme |
30-Jan-2012 17:17
|
||||
|
x 0
x 0 Alert Admin |
Result out on 23rd Feb. Will they declare the same div this round? Tdy closed almost 3 % down...
|
||||
| Useful To Me Not Useful To Me | |||||
|
Jackpot2010
Master |
30-Jan-2012 11:19
|
||||
|
x 0
x 0 Alert Admin |
last FY should be 25c + 6c = 31c | ||||
| Useful To Me Not Useful To Me | |||||