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M&A AT $1 by KEPPEL CORP POSSIBLE? Post Reply Rate topic
shadow11 Veteran	31-Jul-2020 09:55        shadow11 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Smm world lumber 2. Got aggressor will wan their technology and know how. Carefoo don't anyhow sell hor
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simpleguy123 Elite	31-Jul-2020 08:58        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood: Yells: "GME and AMC are scams"
x 0   x 0  Alert Admin	Actually out of curiousity, would like to ask what area (energy? shipping? , etc?) is Keppel Corp specialized in. Or is it similar to SembCorp?   uiop1223      ( Date: 30-Jul-2020 23:14) Posted: If a company consist of pure marine of Keppel & SMM.. will u want to own shares of this company? Temasek needs to have some sweetener. When keppel took keppel land private, it knew that it needed keppel land profits to be fully consolidated as part of keppel corp to support its profits and make investors want to continue to stay invested in keppel corp. My guess is that Temasek intends for keppel corp to own this marine segment fully. So keppel corp long term shareholders will need to subsidize this loss making business unit.
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ssw518 Elite	31-Jul-2020 08:26        ssw518 About Contact  Quote this Post!
x 0   x 0  Alert Admin	keppel still ok strong bal sheet, smm might end up like hyflux, to them business is bussines unless someone in their family is or need to be put ceo there... there is also a possible chance they can sell it to keppel n let keppel privatised it. end of the day, all speculation, what' s tru now, let the egm vote first. I think SMM is hoping for better offer since all the good sweet fall toward sci, maybe lower exercise price after xright. josemmm123      ( Date: 31-Jul-2020 02:42) Posted: I think even if Temasek wants to merge or do something to keppel and semb corp, they also cannot announce because it will push up the share prices of both companies which means temasek needs to spend more in terms of any offers. Thats why Temasek is non committance :) Is like u go shopping, u try to pretend u not buying and hope the seller will call u back and offer a lower price. So Temasek even if they have a master plan, they would not announce yet until what they intend to do is completed, aka demerger of SCI and buying 30% of Keppel... Perhaps then they will announce their master plan.
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des_khor Supreme	31-Jul-2020 08:21        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is God or Market Fortune Teller in this forum ??"
x 0   x 0  Alert Admin	Don?t think SCM will merge with Keppel , because Keppel is not 100% marine & oil . Unless Keppel demerger their marine unit like SCI and Temasek will merge both to save cost . Otherwise We will see another SCI story if SCM merge with Keppel .... ?Lower profit drag by poor result from marine ?
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Sgvale Supreme	31-Jul-2020 08:21        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek can announce What it going to do IF the demerger is successful. But What we see the demerger only benefited SCI by buying SSM at 0.20. No privatisation offer. Good time SSM is contributing to SCI. Bad time SSM burden is transferred to individual & cooperate investors. SSM no contracts securing how to turn around? Sell Now! josemmm123      ( Date: 31-Jul-2020 02:42) Posted: I think even if Temasek wants to merge or do something to keppel and semb corp, they also cannot announce because it will push up the share prices of both companies which means temasek needs to spend more in terms of any offers. Thats why Temasek is non committance :) Is like u go shopping, u try to pretend u not buying and hope the seller will call u back and offer a lower price. So Temasek even if they have a master plan, they would not announce yet until what they intend to do is completed, aka demerger of SCI and buying 30% of Keppel... Perhaps then they will announce their master plan.
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uiop1223 Supreme	31-Jul-2020 08:08        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel and SMM is more into oil rigs? No doubt shipping will increase and i thought ship building companies like yzj will benefit more? Pls correct me if im wrong josemmm123      ( Date: 31-Jul-2020 00:02) Posted: http://www.maritimesgconnect.com/features/spotlight/5-things-you-should-know-about-new-tuas-mega-port Temasek newly built TUAS MEGAPORT is opening soon. They cannot afford to let Keppel and semb corp marine uplorry... uiop1223      ( Date: 30-Jul-2020 23:14) Posted: If a company consist of pure marine of Keppel & SMM.. will u want to own shares of this company? Temasek needs to have some sweetener. When keppel took keppel land private, it knew that it needed keppel land profits to be fully consolidated as part of keppel corp to support its profits and make investors want to continue to stay invested in keppel corp. My guess is that Temasek intends for keppel corp to own this marine segment fully. So keppel corp long term shareholders will need to subsidize this loss making business unit.
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josemmm123 Master	31-Jul-2020 02:42        josemmm123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think even if Temasek wants to merge or do something to keppel and semb corp, they also cannot announce because it will push up the share prices of both companies which means temasek needs to spend more in terms of any offers. Thats why Temasek is non committance :) Is like u go shopping, u try to pretend u not buying and hope the seller will call u back and offer a lower price. So Temasek even if they have a master plan, they would not announce yet until what they intend to do is completed, aka demerger of SCI and buying 30% of Keppel... Perhaps then they will announce their master plan.
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MichaelSchenker Master	31-Jul-2020 02:02        MichaelSchenker About Contact  Quote this Post!
x 0   x 0  Alert Admin	KCL & SCI used to be competitors, and I think they still are, regardless the economic situation now. It' s like Man Utd selling players   to Liverpool FC. It is not impossible, just that it seems odd. Also, Temasek already made it clear they will not make a GO for Sembmarine. The underlying reasons for Sembmarine huge losses is NOT because they are too small. It is just simply they do not have enough lucrative or profitable businesses.  Sembmarine should have announced their future business plans when asking money from shareholders. Disclaimer: (I am not holding Sembmarine shares, therefore my opinion may be biased)   johnng      ( Date: 24-Mar-2020 09:38) Posted: M& A AT $1 by KEPPEL CORP POSSIBLE?
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josemmm123 Master	31-Jul-2020 00:02        josemmm123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.maritimesgconnect.com/features/spotlight/5-things-you-should-know-about-new-tuas-mega-port Temasek newly built TUAS MEGAPORT is opening soon. They cannot afford to let Keppel and semb corp marine uplorry... uiop1223      ( Date: 30-Jul-2020 23:14) Posted: If a company consist of pure marine of Keppel & SMM.. will u want to own shares of this company? Temasek needs to have some sweetener. When keppel took keppel land private, it knew that it needed keppel land profits to be fully consolidated as part of keppel corp to support its profits and make investors want to continue to stay invested in keppel corp. My guess is that Temasek intends for keppel corp to own this marine segment fully. So keppel corp long term shareholders will need to subsidize this loss making business unit.
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uiop1223 Supreme	30-Jul-2020 23:14        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If a company consist of pure marine of Keppel & SMM.. will u want to own shares of this company? Temasek needs to have some sweetener. When keppel took keppel land private, it knew that it needed keppel land profits to be fully consolidated as part of keppel corp to support its profits and make investors want to continue to stay invested in keppel corp. My guess is that Temasek intends for keppel corp to own this marine segment fully. So keppel corp long term shareholders will need to subsidize this loss making business unit.
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josemmm123 Master	30-Jul-2020 22:29        josemmm123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Both Semb marine and Keppel' s  marine arm  make huge impairment losses,   it means now is even more urgent that keppel and semb marine merge in order to tackle the huge problem in the marine sector..  Temasek will  be even more inclined to consolidate marine industries in singapore as it is an important sector of our economy. Temasek now has even more motivation to act to try to  consolidate keppel marine arm and  semb marine. Maybe by drafting out marine arm from Keppel and merge  with Sembmarine.. Now is even more important as both of them  faces  bleak future.
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Sgvale Supreme	13-Jul-2020 10:37        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good for more upside
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johnng Supreme	24-Mar-2020 11:20        johnng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Could expect a low ball offer like breadtalk ...during this market turmoil. johnng      ( Date: 24-Mar-2020 09:38) Posted: M& A AT $1 by KEPPEL CORP POSSIBLE?
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johnng Supreme	24-Mar-2020 09:38        johnng About Contact  Quote this Post!
x 0   x 0  Alert Admin	M& A AT $1 by KEPPEL CORP POSSIBLE?
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