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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB
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aragosta
Supreme |
20-Mar-2025 01:24
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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SEMBCORP INDUSTRIES I gonna be brief and low key and try not to be kay kiang.... what I gonna to offer u is another point of view, from the other side..... if there' s gonna be confirmation of go ahead of development of nuclear energy, the likely winner is gonna be SCI more so than STE, which many players are betting on right now, here the massive interest in the stock..... but STE Is more into hardware, hardly renewable energy which SCI is deepseek in..... and because nuclear energy is gonna be a highly sensitive, and security inclination, likely that which company is involved in it, would be or should be in private domain , hence the speculation of either company might be going private...... believe or not believe, yr call meanwhile for SCI, the list of positive news and views gets longer......easily an $8.00 type of stock based on the nuclear energy interest alone, if turns out true, can call for no $10 no sell even, but dyoddddd please ....gangsters anyhow talks are dangerous... Sembcorp Industries Announced a Strategic Reorganisation: Can its Share Price Hit a New High?https://thesmartinvestor.com.sg/sembcorp-industries-announced-a-strategic-reorganisation-can-its-share-price-hit-a-new-high/ Sembcorp completes sale of waste management subsidiary for a consideration of $405 mil https://sg.news.yahoo.com/sembcorp-completes-sale-waste-management-015224432.html Sembcorp' s subsidiary signs agreement for potential import of green electricity from Sarawak https://www.theedgesingapore.com/news/energy/sembcorps-subsidiary-signs-agreement-import-1gw-green-electricity-sarawak Sembcorp Industries: Small Storms In A Teacup https:/www.minichart.com.sg/2025/03/19/sembcorp-industries-small-storms-in-a-teacup-buying-opportunity/ Sembcorp Industries a rising star in Singapore' s Stock Market https://www.ainvest.com/news/sembcorp-industries-rising-star-singapore-stock-market-2502/ Sembcorp Industries' Payment Could Potentially Have Solid Earnings Coverage https://simplywall.st/stocks/sg/utilities/sgx-u96/sembcorp-industries-shares/news/sembcorp-industries-sgxu96-is-increasing-its-dividend-to-sgd Singapore' s corporate heavyweights keen on renewable energy projects in Vietnam https://theinvestor.vn/singapores-corporate-heavyweights-keen-on-renewable-energy-projects-in-vietnam-d14849.html The Future Energy Fund may benefit companies such as Sembcorp Industries, which has been steadily growing its renewables business https://www.singaporetech.edu.sg/sites/default/files/2025-02/20250219_The%20Edge%20Singapore_PM%20Wong&rsquo s%20nuclear%20energy%20comments%20at%20Budget%202025%20a%20&lsquo massive%20vote%20of%20confidence&rsquo .pdf Green Infra Renewable Energy Farms (Sembcorp) Among Winners of SECI' s Green Hydrogen Auction https://www.energetica-india.net/keyword/seci-green-hydrogen-auction |
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seanpent
Supreme |
03-Mar-2025 09:21
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With the huge amount of collection at such bargains for the past few sessions, Seatrium is ready for 3 :) | ||||
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aragosta
Supreme |
02-Mar-2025 23:15
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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SEMBCORP INDUSTRIES Juz a reminder that SCI has hit BM' s $6 target...... now to get Keppel over the line..... of course things have to happen before it happens...... and it will happen.......watch Sembcorp Industries' FY2024 earnings rise 7% y-o-y to $1.01 bil final dividend more than doubles to 17 cents. Sembcorp' s strong financial performance is supported by growth in gas, renewables, and urban solutions Final Dividends: $0.17 XD: 30/4 Payment: 13/5 https://solarquarter.com/2025/03/01/sembcorp-industries-strong-financial-performance-in-fy2024-supported-by-growth-in-gas-renewables-and-urban-solutions/ All the positive news so far in the past six months alone Sembcorp to enter the Philippines renewable energy market via acquisition https://www.businesstimes.com.sg/companies-markets/sembcorp-enter-philippines-renewable-energy-market-acquisition Sembcorp launches short-term mobile solar farm at PSA' s Keppel Terminal https://www.businesstimes.com.sg/companies-markets/sembcorp-launches-short-term-mobile-solar-farm-psas-keppel-terminal Sembcorp launches Indonesia solar-plus-BESS project with state-owned power company PLN https://www.energy-storage.news/sembcorp-launches-indonesia-solar-plus-bess-project-with-state-owned-power-company-pln/ Sembcorp inks MOUs with Odisha government to develop hydrogen plant, industrial park https://odishatv.in/news/odisha/sembcorp-to-set-up-green-hydrogen-facility-in-odisha-253770 Singapore, Malaysia exploring renewable energy certificates framework for cross-border electricity trade https://www.businesstimes.com.sg/singapore/singapore-malaysia-exploring-renewable-energy-certificates-framework-cross-border-electricity-trade From banks to tech: Potential Singapore winners from the Johor-Singapore SEZ https://www.businesstimes.com.sg/companies-markets/banks-tech-potential-singapore-winners-johor-singapore-sez Sembcorp' s Middle East greenfield renewables project to begin commercial operation https://www.businesstimes.com.sg/companies-markets/sembcorps-middle-east-greenfield-renewables-project-begin-commercial-operation Sembcorp Green Infra secures 150 mw solar project with 300 mwh battery storage from SECI https://www.financialexpress.com/business/industry-sembcorp-green-infra-secures-150-mw-solar-project-with-300-mwh-battery-storage-from-seci-3694845/ Sembcorp makes debut on Dow Jones Sustainability Asia Pacific Index https://www.businesstimes.com.sg/esg/sembcorp-makes-debut-dow-jones-sustainability-asia-pacific-index Sembcorp unit signs 10-year LNG supply deal with Chevron https://www.businesstimes.com.sg/companies-markets/sembcorp-unit-signs-10-year-lng-supply-deal-chevron Sembcorp receives court judgment validating its South African water asset divestments https://www.businesstimes.com.sg/companies-markets/sembcorp-receives-court-judgment-validating-its-south-african-water-asset-divestments Malaysia' s Tenaga Nasional partners Sembcorp Power for cross-border renewable-energy trade https://markets.businessinsider.com/news/stocks/sembcorp-partners-for-singapore-s-first-renewable-energy-import-1034111957 Sembcorp stays on transformation course, but big bet on renewable energy comes with risks https://www.businesstimes.com.sg/opinion-features/sembcorp-stays-transformation-course-big-bet-renewable-energy-comes-risks Sembcorp unit inks second power purchase agreement with Equinix https://www.theedgesingapore.com/news/energy/sembcorp-signs-another-power-agreement-data-centre-operator-equinix Sembcorp Industries bags 300MW wind-solar hybrid project from NTPC https://www.business-standard.com/companies/news/sembcorp-industries-bags-300mw-wind-solar-hybrid-project-from-ntpc-124112700412_1.html Sembcorp Completes Acquisition of 30% Interest in Senoko Energy Energy http://links.sgx.com/FileOpen/SEMBCORP%20COMPLETES%20ACQUISITION%20OF%2030%20PERCENT%20INTEREST%20IN%20SENOKO%20ENERGY.ashx?App=Announcement& FileID=825430 Sembcorp signs deal for hydrogen pipeline linking Indonesia and Singapore https://asian-power.com/news/sembcorp-signs-deal-hydrogen-pipeline-linking-indonesia-and-singapore BPCL board approves joint ventures with Sembcorp Green Hydrogen India & GPS Renewables to meet net-zero goals https://www.livemint.com/companies/bharat-petroleum-board-approves-joint-venture-with-sembcorp-green-hydrogen-india-gps-renewables-to-meet-net-zero-bpcl-11726143786449.html I 4 Reliable Singapore Blue-Chip Stocks That Paid Increasing Dividends https://thesmartinvestor.com.sg/4-reliable-singapore-blue-chip-stocks-that-paid-increasing-dividends/ Sembcorp, Seatrium win on energy transition cooperation https://www.theedgesingapore.com/news/energy/sembcorp-seatrium-win-energy-transition-cooperation |
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aragosta
Supreme |
17-Feb-2025 01:25
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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While waiting for Spurs vs MU to start........ I tot I post abit on this...... SEATRIUM Bro Delyvss, yr post refers.... I hv now migrated all the posts in the thread below https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=21818& msgbdName=Others& topicTitle=The%20three%20tokkong%20SEA%20stocks to this thread, to include YZJ, because something phenomenal will happen, as I know it, whether this year or next..... no need for me to talk too much interesting, I have made a post in the old thread, suggesting that SEA could go higher, much much higher, if it crosses three convincingly, a situation of not if but when .... as per below " You may laugh now, but when SEATRIUM' s newly installed super turbo charge motor starts to run and hits three, it would put itself in the position to challenge SCI' s, which itself is running on its own engine towards black market' s promised mid term target of six by first half next year......" last year, I have made a post saying that besides the banks , SEA is the only stock you need to invest in 2025, if you have only enough money to invest in just one stock.......no need for me to talk much..... just wait for the happenings..... YZJ YANGER BROTHER ALL I m trying to remind the bros here is to keep both stocks , since last year, yet people say I am taling up the stock only when the price was going up...... don' t be cocky, the stock can go down any time, when it serves no purpose and I won' t suggest it if there' s hints of it .... as I said, just be grateful that the gangsters are playing it..... if the black market doesn' t play, how you talk, or hope, the price of any stock will never or cannot move...... Go back to all my earlier post as early as last April, no need for me to prove anything... all I notice is that every thing the bm mentioned the Yanger brother every time , any where , the stock flies the next day ...... coincidence or not, believe or not believe I don' t care..... |
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aragosta
Supreme |
13-Feb-2025 12:31
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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SEATRIUM As I said, I been posting less because it' s very difficult for me to post, like needing 20-30 clicks before the reply went through... very waste of time..... But...... Since there is some interest, I shall let go a bit more coffee shop story..... this one, although many will dismiss it as insignificant , but actually will have a say in the movement of the price when it' s in bull mode..... remember, Keppel used to have 5% of SEA shares.... it now has only 2% left (I heard only ah!) after disposing the other 3% at various periods between 0.145 and 0.122...... according to black market sources, for the remaining 2%, the specific cryptic instruction to the third party financial minder was that Keppel management now value the shares at 0.122, which means they shouldn' t sell the remainder less than that..... remember Dyna-Mac? Keppel bought 25% of the shares at 0.35 per share and only agreed to sell to Hanwha, many years later, for 0.40 per share, an upsize of 15% more. From this thinking and action, we can safely guess, that Keppel will only keen to sell its remaining shares at at least 0.14 per share or 15% more..... that would mean a post consolidation price of $2.80 per share...... the gangsters are great story makers , and willl think of reasons to justify their action..... believe or not believe up to u , but remember there' s always reasons why you are always behind the black market movement...... |
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Tryla888
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13-Feb-2025 11:34
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Wonderful, Clean and informative articles to read. It can be positive or negative, most importantly proper. Thank you.
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aragosta
Supreme |
13-Feb-2025 11:06
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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SEATRIUM One night in January this year, I was at a Geylang coffee shop, and I overheard one mafia chief ordering his body guards to get ready to attack THREE, if possible after CNY..... yesterday happened to be the last day CNY.... coincidence or not, you decide.... anyway if the attack is truly underway, it would be relentless, REGARDLESS of how much profits SEA is going to report by the end of the month..... please do not pay attention to one Ms Joy, who got nothing " better" to do and try to sink Seatrium with his doomsday theory of negativity if SEA reports below $300 million profits, all because he no more vested..... meanwhile enjoy this piece of positive news...... and no, this is not the big development I was referring to....... the best is yet to be, trust me..... Seatrium inks MOU with BP for deepwater production unit in Gulf of Americahttps://www.businesstimes.com.sg/international/global/seatrium-inks-mou-bp-deepwater-production-unit-gulf-america
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aragosta
Supreme |
27-Jan-2025 23:50
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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SEATRIUM More positive news...... Seatrium to Build Heavy Lift Vessel for Japan&rsquo s Offshore Wind Market https://www.marinelink.com/news/seatrium-build-heavy-lift-vessel-japans-521568 To recap, following are the positive news developments of Seatrium for just the past three months..... some blue chip companies don' t even have one news development the past half year...... please make an effort to read, not easy to get this compilation from the black market' s bookkeeper Hull for Guyana' s Jaguar FPSO arrives at Seatrium Singapore yard https://oilnow.gy/news/hull-for-guyanas-jaguar-fpso-arrives-at-singapore-yard/ Seatrium wins contract for deepwater new-build production unit https://www.businesstimes.com.sg/companies-markets/seatrium-wins-contract-deepwater-new-build-production-unit Chevron takes delivery of first lower-carbon LNG carrier overhauled by Seatrium https://www.offshore-energy.biz/chevron-takes-delivery-of-first-lower-carbon-lng-carrier-overhauled-by-seatrium/ Besiktas receives Seatrium floating dock after record-breaking Suez passage https://www.tradewindsnews.com/shipyards/besiktas-receives-seatrium-floating-dock-after-record-breaking-suez-passage/2-1-1747497?zephr_sso_ott=HD9SAp Seatrium using digital twin technology to boost FPSO safety https://www.offshore-energy.biz/seatrium-using-digital-twin-technology-to-boost-fpso-safety/ Seatrium Joins Forces with CSL to Work on Jack-Up Rigs for Indian Market https://www.rigzone.com/news/seatrium_joins_forces_with_csl_to_work_on_jackup_rigs_for_indian_market-27-nov-2024-178863-article/ Seatrium Partners with Penta-Ocean for Japan' s Offshore Wind https://www.offshore-mag.com/renewable-energy/news/55243369/seatrium-seatrium-awarded-loi-for-japan-offshore-wind-lift-vessel Seatrium Completes Early Delivery of Fifth KFELS Super B Class Jackup Rig ' Var' to Borr Drilling https://autobahnindustries.com/seatrium-completes-early-delivery-of-fifth-kfels-super-b-class-jackup-rig-var-to-borr-drilling/#:~:text=Seatrium%20is%20pleased%20to%20announce,execution%20of%20complex%20offshore%20projects. Seatrium wins carbon capture and storage retrofits https://www.seatrade-maritime.com/shipyards/seatrium-wins-carbon-capture-and-storage-retrofits Singapore government confirms pledge of millions to boost green growth in O& M industry https://www.upstreamonline.com/energy-transition/singapore-government-confirms-pledge-of-millions-to-boost-green-growth-in-o-m-industry/2-1-1743214 Seatrium and ITE launch digital learning lab, funding for marine and offshore education https://www.worldoil.com/news/2024/11/14/seatrium-and-ite-launch-digital-learning-lab-funding-for-marine-and-offshore-education/ DNV, Seatrium Team Up for Innovation in Marine and Offshore https://www.oedigital.com/news/519326-dnv-seatrium-team-up-for-innovation-in-marine-and-offshore Strike steel ceremony involving Seatrium held for ' largest FPSO in Petrobras history' https://www.offshore-energy.biz/strike-steel-ceremony-held-for-largest-fpso-in-petrobras-history/ One of the largest investments in Guyana history on track for 2025 start-up with help from Seatrium https://oilnow.gy/featured/one-of-the-largest-investments-in-guyanas-history-on-track-for-2025-start-up/ https://oilnow.gy/featured/one-guyana-fpso-completes-final-module-lifts-at-seatrium-yard/ Brazil-bound FPSO Bacalhau prepares for sailaway afterchristening at Seatrium' s yard https://brazilenergyinsight.com/2024/11/07/brazil-bound-fpso-bacalhau-prepares-for-sailaway-after-christening-at-seatriums-yard/ Seatrium CEO says ' things looking very positive' , with $24.4b of projects in the pipeline https://www.straitstimes.com/business/companies-markets/seatrium-net-order-book-stands-at-24-4-billion-ceo-says-things-looking-very-positive Seatrium seeks ' leaner cost structure' as it upsizes bank guarantee facility to $1 billion. https://www.upstreamonline.com/finance/seatrium-seeks-leaner-cost-structure-as-it-upsizes-bank-guarantee-facility-to-1-billion/2-1-1737352 Q2 2024 sees return of significant FPSO orders with $12 billion in contract awards https://www.worldoil.com/news/2024/9/2/q2-2024-sees-return-of-significant-fpso-orders-with-12-billion-in-contract-awards/ |
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aragosta
Supreme |
22-Jan-2025 20:31
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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SCI MORE POSITIVE NEWS..... Sembcorp launches Indonesia solar-plus-BESS project with state-owned power company PLN
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aragosta
Supreme |
22-Jan-2025 08:15
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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MASTERS of the SEAS.....Sustainability Energy Aums Shipping we have not abandoned these, we have not wavered, because the signs are all there.... Watch Seatrium, it should get ready to attack three as early as after CNY, IF everything goes according to plans..... juz stop clowning around with SEAtrium and calling it names......... it can sink within a blink of an eye..... so for the last time, stop insulting this stock and the gangsters.......be grateful they are playing SEAS...... |
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aragosta
Supreme |
09-Jan-2025 15:24
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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YZJSB For those who follow the intrinsic value, based on this guy' s model, it' s $5.51...... quite comparable to the black market' s FORWARD thinking........ going by their fundamentals, strong book orders, forward earnings potential, future growth areas, it has to be highly believable...... The intrinsic value of one BS6 stock under the base case scenario is 5.51 SGD. Compared to the current market price of 3.11 SGD, Yangzijiang Shipbuilding Holdings Ltd isundervalued by 44%. https://www.alphaspread.com/security/sgx/bs6/summary |
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aragosta
Supreme |
09-Jan-2025 14:11
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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YZJSB
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aragosta
Supreme |
09-Jan-2025 00:00
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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All my posts from the thread below here will be transferred to this thread..... it did not include YZJSB, and it' s Yanger brother, which will be in focus soon...... hence I decided to have it here/.......don' t want to argue with any one...... https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=21818& msgbdName=Others& topicTitle=The%20three%20tokkong%20SEA%20stocks |
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aragosta
Supreme |
08-Jan-2025 23:29
Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi " |
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The SEAs = Sustainability Energy AUM Stocks relating to O& M Industries The Masters = KEPPEL, Sembcorp Industries, Seatrium, Yangzijiang Shipbuilding & its Yanger brother Shall group all these stocks here and posts my comments, black market views, and news here Besides the banks, these 4 and a half are all you need to concentrate on........ |
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