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SEMBMARINE - A NEW CHAPTER - DEMERGED Post Reply Rate topic
stanleyeng Member	15-Apr-2022 14:09        stanleyeng About Contact  Quote this Post!
x 1   x 0  Alert Admin	Brokers' take: UOBKH raises Sembmarine target on order wins, lower corporate risk VIVIENNE TAY APR 14, 2022 04:30 PM UOB Kay Hian (UOBKH) on Thursday (Apr 14) raised its target price on Sembcorp Marine (Sembmarine) to S$0.13 from S$0.11, while maintaining its "buy" call on the marine and offshore group. The research team views mainboard-listed Sembmarine as a "turnaround story" with its recent large order win, indicating possible positives when it comes to new order wins, especially when it comes to the renewables sector. On Mar 23, Sembmarine said it obtained a contract to construct a wind turbine installation vessel. UOBKH conservatively estimates the undisclosed contract value to be around S$650 million. The higher target price of S$0.13 is pegged to the research team's estimated aggregated book value per share for 2022 and 2023. It also represents a potential upside of 9.2 per cent from the counter's last trading price of S$0.119 as at 3.54 pm on Thursday. Sembmarine's shares were trading 2.6 per cent or S$0.003 higher at the time. The counter was also the most heavily traded by volume with 686.9 million shares changing hands. The research team continues to project a slight loss for Sembmarine in 2022, versus Bloomberg consensus estimates, which are projecting much larger losses. That being said, some of these loss forecasts have been scaled back the past 2 months, UOBKH noted. "Should the company win more orders, the earnings turnaround story for 2023 could become more compelling over the next 6 months," UOBKH added. It believes that much of Sembmarine's corporate-level risk has dissipated due to the completion of the group's S$1.5 billion rights issue. Temasek's mandatory general offer of S$0.08 per share had also lapsed in November 2021. Moreover, Sembmarine's share price has climbed 42 per cent in the year-to-date period, outperforming the Straits Times Index rise of 8 per cent, indicating near to medium-term upside. UOBKH attributed the rally in share price to the impending disclosure of the Sembmarine and Keppel Offshore & Marine's (Keppel O&M) merger terms by Apr 30 as well as new order wins for oil and gas production assets and renewable industry assets. The research team holds the view that a merger between Sembmarine and Keppel O&M would create a more competitive and larger-scale offshore construction company that could be "on the cusp of a turnaround in profitability".
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PHInsider63 Veteran	15-Apr-2022 05:35        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You are the modest naysayer. I am still holding smaller position but does not mean I will not re load or re nibble when there is some retreat. This is my best investment this year. Too many naysayers in this thread in the past. My staunch belief of two target prices (0.11 and 0.124) had been hit. Go to the other thread if you wish to fish more substantive and substantiated posting especially by Better. I was one of the believers that scooped big time in 8 series, held on to our beliefs and scoop at 9, not let go at 10 and when it retreated back to 9 series, scooped a little more. Greed might make me regret not loading up even more when if u turned to 9 series for the last time. My massive bullets were ready for huge haul but instead just picked up a meager 500 lots. From hind sight, there would be lots of IFs but I am very very contented to be in the first class cabin of this early train. TigerPlay      ( Date: 14-Apr-2022 16:24) Posted: If I interpret correctly meaning now is quite dangerous to go in or even to hang on to this SCM right? Even all of you die-heart supporter oso starting selling now. My knowledge is very shallow, so I may interpret wrongly. PHInsider63      ( Date: 14-Apr-2022 14:31) Posted: Yes you are in this game Taken profit and left 2.5kk shares. Cost of purchase less than overall profit now So even if this SM is zero, I still gain This is what I meant and I think you know what I meant Sorry Week guy is really weak in knowledge Not meant to dig at him but he needs to be humble and honest and stop barking in this threa
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TigerPlay Master	14-Apr-2022 16:24        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	If I interpret correctly meaning now is quite dangerous to go in or even to hang on to this SCM right? Even all of you die-heart supporter oso starting selling now. My knowledge is very shallow, so I may interpret wrongly. PHInsider63      ( Date: 14-Apr-2022 14:31) Posted: Yes you are in this game Taken profit and left 2.5kk shares. Cost of purchase less than overall profit now So even if this SM is zero, I still gain This is what I meant and I think you know what I meant Sorry Week guy is really weak in knowledge Not meant to dig at him but he needs to be humble and honest and stop barking in this thread TigerPlay      ( Date: 14-Apr-2022 14:29) Posted: If that is true and if you buy at 8cts, sold at 12cts, to make 250K, you invested 500K in SCM when it is at 8cts. Congrats and Char Kway Tiao for all hor. But to me, SCM is very risky leh, I would have invested the money in some blue chip which is safer kind. This time you win liaow lor, but hope you got the same luck when you invested in this again, but then why sell now given that this group have taken the stand this sCM will continue to go up 100% leh. Maybe I can learn from you the trick lor
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TigerPlay Master	14-Apr-2022 15:55        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	But this one may have valid reason leh, not due to some foul play mah. The merger coming lor easywin      ( Date: 14-Apr-2022 14:58) Posted: Shortage of manpower? busy to check Tritech rlong8288      ( Date: 14-Apr-2022 14:33) Posted: Why so many days ups SGX did not enquiries???????
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rlong8288 Master	14-Apr-2022 15:21        rlong8288 About Contact  Quote this Post!
x 0   x 0  Alert Admin	now I know easywin      ( Date: 14-Apr-2022 14:58) Posted: Shortage of manpower? busy to check Tritech rlong8288      ( Date: 14-Apr-2022 14:33) Posted: Why so many days ups SGX did not enquiries???????
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easywin Supreme	14-Apr-2022 14:58        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortage of manpower? busy to check Tritech rlong8288      ( Date: 14-Apr-2022 14:33) Posted: Why so many days ups SGX did not enquiries???????
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rlong8288 Master	14-Apr-2022 14:33        rlong8288 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why so many days ups SGX did not enquiries???????
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PHInsider63 Veteran	14-Apr-2022 14:31        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes you are in this game Taken profit and left 2.5kk shares. Cost of purchase less than overall profit now So even if this SM is zero, I still gain This is what I meant and I think you know what I meant Sorry Week guy is really weak in knowledge Not meant to dig at him but he needs to be humble and honest and stop barking in this thread TigerPlay      ( Date: 14-Apr-2022 14:29) Posted: If that is true and if you buy at 8cts, sold at 12cts, to make 250K, you invested 500K in SCM when it is at 8cts. Congrats and Char Kway Tiao for all hor. But to me, SCM is very risky leh, I would have invested the money in some blue chip which is safer kind. This time you win liaow lor, but hope you got the same luck when you invested in this again, but then why sell now given that this group have taken the stand this sCM will continue to go up 100% leh. Maybe I can learn from you the trick lor. PHInsider63      ( Date: 14-Apr-2022 13:52) Posted: Taken $250k profit Yummy!!
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TigerPlay Master	14-Apr-2022 14:29        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	If that is true and if you buy at 8cts, sold at 12cts, to make 250K, you invested 500K in SCM when it is at 8cts. Congrats and Char Kway Tiao for all hor. But to me, SCM is very risky leh, I would have invested the money in some blue chip which is safer kind. This time you win liaow lor, but hope you got the same luck when you invested in this again, but then why sell now given that this group have taken the stand this sCM will continue to go up 100% leh. Maybe I can learn from you the trick lor. PHInsider63      ( Date: 14-Apr-2022 13:52) Posted: Taken $250k profit Yummy!!! weekaykee      ( Date: 14-Apr-2022 13:51) Posted: At least the naysayers are here, whether SCM is rising or falling. Majority of you are heard only on the rare occasion when SCM starts rising.  Must remain cool under all conditions. No dramas or excitement whether stock is collapsing or flying away. With this attitude, how to make money from stocks in the long term.  Losers will only realise they were too lousy as stock investors 20 years down the road. You will likely be one of them
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112233 Master	14-Apr-2022 14:23        112233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i also want with extra cockles hor ... 😁 skykheng      ( Date: 14-Apr-2022 14:14) Posted: but i also want char kway tiao.... PHInsider63      ( Date: 14-Apr-2022 14:05) Posted: Sorry guys Not meant to be proud It s between me and the week gu
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stanleytay Master	14-Apr-2022 14:22        stanleytay About Contact  Quote this Post!
x 0   x 0  Alert Admin	You are his spokesman? I rem you sold at 8c plus last time citing lack of activity. Now you keep coming in to promote peace.  TigerPlay      ( Date: 14-Apr-2022 13:09) Posted: I dun think CK is vested. It is good to have different views lar, dun you think is more fun? Be it bullshit or cowshit, it will bring life to this forum. Same goes for those who say SCM gonna shoot to $1 etc, is fun to hear that too, be it bullshit or monkeyshit lor. Maybe we can reserve the other thread, the Green is Gold thread for pp who cannnot or dun like to hear a different view and go there and post, like what Fried Banana mentioned, those always 24x7 positive about SCM, setup that thread so that those got different views dun go there and post, like that is 1 way of hearing only the good things there, dun you think so. Just my tot. Peace no war like that lor. Btw, if you have not noticed, CK is not active there, so far din see him post anything there, so he is right on thread not to step on those +ve view post there. stanleytay      ( Date: 14-Apr-2022 12:14) Posted: Yawn.. smm dont need losers like you to invest. Hah
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skykheng Member	14-Apr-2022 14:14        skykheng About Contact  Quote this Post!
x 0   x 0  Alert Admin	but i also want char kway tiao.... PHInsider63      ( Date: 14-Apr-2022 14:05) Posted: Sorry guys Not meant to be proud It s between me and the week guy PHInsider63      ( Date: 14-Apr-2022 14:04) Posted: Pm me Let s meet I buy you char kway tiao I will introduce myself to let you know I don know how to lose. I will give you a few free lessons Only you.
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PHInsider63 Veteran	14-Apr-2022 14:05        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry guys Not meant to be proud It s between me and the week guy PHInsider63      ( Date: 14-Apr-2022 14:04) Posted: Pm me Let s meet I buy you char kway tiao I will introduce myself to let you know I don know how to lose. I will give you a few free lessons Only you. weekaykee      ( Date: 14-Apr-2022 13:58) Posted: And forgot to mention, with your attitude in particular, i am 100% sure you will be a nett loser 20 years down the road.
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PHInsider63 Veteran	14-Apr-2022 14:04        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Pm me Let s meet I buy you char kway tiao I will introduce myself to let you know I don know how to lose. I will give you a few free lessons Only you. weekaykee      ( Date: 14-Apr-2022 13:58) Posted: And forgot to mention, with your attitude in particular, i am 100% sure you will be a nett loser 20 years down the road.   weekaykee      ( Date: 14-Apr-2022 13:56) Posted: Good for you. But do share when you start losing. Do not be shy and nothing to be embarassed about. We all lose money from time to time. You will be no different Long way to go. Once tasted success, will keep going in and out and then we shall see whether you get trapped.
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PHInsider63 Veteran	14-Apr-2022 14:02        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	How to lose now? 😂 weekaykee      ( Date: 14-Apr-2022 13:56) Posted: Good for you. But do share when you start losing. Do not be shy and nothing to be embarassed about. We all lose money from time to time. You will be no different Long way to go. Once tasted success, will keep going in and out and then we shall see whether you get trapped.   PHInsider63      ( Date: 14-Apr-2022 13:52) Posted: Taken $250k profit Yummy!!
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weekaykee Master	14-Apr-2022 13:58        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	And forgot to mention, with your attitude in particular, i am 100% sure you will be a nett loser 20 years down the road.   weekaykee      ( Date: 14-Apr-2022 13:56) Posted: Good for you. But do share when you start losing. Do not be shy and nothing to be embarassed about. We all lose money from time to time. You will be no different Long way to go. Once tasted success, will keep going in and out and then we shall see whether you get trapped.   PHInsider63      ( Date: 14-Apr-2022 13:52) Posted: Taken $250k profit Yummy!!
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weekaykee Master	14-Apr-2022 13:56        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good for you. But do share when you start losing. Do not be shy and nothing to be embarassed about. We all lose money from time to time. You will be no different Long way to go. Once tasted success, will keep going in and out and then we shall see whether you get trapped.   PHInsider63      ( Date: 14-Apr-2022 13:52) Posted: Taken $250k profit Yummy!!! weekaykee      ( Date: 14-Apr-2022 13:51) Posted: At least the naysayers are here, whether SCM is rising or falling. Majority of you are heard only on the rare occasion when SCM starts rising.  Must remain cool under all conditions. No dramas or excitement whether stock is collapsing or flying away. With this attitude, how to make money from stocks in the long term.  Losers will only realise they were too lousy as stock investors 20 years down the road. You will likely be one of them
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PHInsider63 Veteran	14-Apr-2022 13:52        PHInsider63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Taken $250k profit Yummy!!! weekaykee      ( Date: 14-Apr-2022 13:51) Posted: At least the naysayers are here, whether SCM is rising or falling. Majority of you are heard only on the rare occasion when SCM starts rising.  Must remain cool under all conditions. No dramas or excitement whether stock is collapsing or flying away. With this attitude, how to make money from stocks in the long term.  Losers will only realise they were too lousy as stock investors 20 years down the road. You will likely be one of them. stanleytay      ( Date: 14-Apr-2022 12:14) Posted: Yawn.. smm dont need losers like you to invest. Hah
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weekaykee Master	14-Apr-2022 13:51        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	At least the naysayers are here, whether SCM is rising or falling. Majority of you are heard only on the rare occasion when SCM starts rising.  Must remain cool under all conditions. No dramas or excitement whether stock is collapsing or flying away. With this attitude, how to make money from stocks in the long term.  Losers will only realise they were too lousy as stock investors 20 years down the road. You will likely be one of them. stanleytay      ( Date: 14-Apr-2022 12:14) Posted: Yawn.. smm dont need losers like you to invest. Haha ckmpd1      ( Date: 13-Apr-2022 16:48) Posted: Yes. We already said..no new contracts, no profits, price rise cant be sustained. The only hope  is when SCM merges with KOM it gets decent terms. But Dec 2021 passed, no agreement, Mar passed come end Apr?, no agreement. Will  there be agreement come end Apr? Many are waiting with bated breat
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TigerPlay Master	14-Apr-2022 13:09        TigerPlay About Contact  Quote this Post!
x 0   x 0  Alert Admin	I dun think CK is vested. It is good to have different views lar, dun you think is more fun? Be it bullshit or cowshit, it will bring life to this forum. Same goes for those who say SCM gonna shoot to $1 etc, is fun to hear that too, be it bullshit or monkeyshit lor. Maybe we can reserve the other thread, the Green is Gold thread for pp who cannnot or dun like to hear a different view and go there and post, like what Fried Banana mentioned, those always 24x7 positive about SCM, setup that thread so that those got different views dun go there and post, like that is 1 way of hearing only the good things there, dun you think so. Just my tot. Peace no war like that lor. Btw, if you have not noticed, CK is not active there, so far din see him post anything there, so he is right on thread not to step on those +ve view post there. stanleytay      ( Date: 14-Apr-2022 12:14) Posted: Yawn.. smm dont need losers like you to invest. Haha ckmpd1      ( Date: 13-Apr-2022 16:48) Posted: Yes. We already said..no new contracts, no profits, price rise cant be sustained. The only hope  is when SCM merges with KOM it gets decent terms. But Dec 2021 passed, no agreement, Mar passed come end Apr?, no agreement. Will  there be agreement come end Apr? Many are waiting with bated breat
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