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Dont forget that BOTH Semb marine and Kep have orders that last them out the next few years. Cancellation cant be 100%.
and they are STILL profitable.
The mother share...which mentioned earlier Semb Corp has utility and other divisions. India business and infrastruture is doing well.
So ...the drop today is not really justify but stock market is like this ....long term view than its very different.
Lionel84 ( Date: 08-May-2015 11:35) Posted:
will the next few quarters be hit due to the low oil price?
first quarter already showing some signs
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unless oil drop to USD40 and below ....
Lionel84 ( Date: 08-May-2015 11:35) Posted:
will the next few quarters be hit due to the low oil price?
first quarter already showing some signs
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will the next few quarters be hit due to the low oil price?
first quarter already showing some signs
last chance to board the ship below $4.40 ....
going to sail above $4.50 soon
KAMAL0883 ( Date: 08-May-2015 09:56) Posted:
Marine ( SMM ) is one of SCI' s son of course buy father first ....
if you have got extra $ can also consider the son
FATABA ( Date: 08-May-2015 09:51) Posted:
Me too....good to start to take small share and accumulate.
also deciding if the pure marine or mother is better or BOTH ( haha )
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Marine ( SMM ) is one of SCI' s son of course buy father first ....
if you have got extra $ can also consider the son
FATABA ( Date: 08-May-2015 09:51) Posted:
Me too....good to start to take small share and accumulate.
also deciding if the pure marine or mother is better or BOTH ( haha )
KAMAL0883 ( Date: 08-May-2015 09:30) Posted:
Good to pick some durian at this price 
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Me too....good to start to take small share and accumulate.
also deciding if the pure marine or mother is better or BOTH ( haha )
KAMAL0883 ( Date: 08-May-2015 09:30) Posted:
Good to pick some durian at this price
Octavia ( Date: 08-May-2015 09:12) Posted:
1Q15 results missed. Net profit fell 23.1% to $142.2m on revenue of $2.34b (-11%), with top-line led by a decrease in utilities revenue (-21%) from lower gas offtake and lower HSFO prices from its S&rsquo pore operations. Meanwhile marine&rsquo s (-2%) decrease was due to lower revenue recognition for rig building projects and lower average revenue per repair vessels. Gross margin inched up 0.4ppt to 12.3%. Bottom-line was further weighed by $10.2m fair value losses on FX forward contracts and a 71.9% rise in finance expenses to $31.2m as a result of the consolidation of SGI and Marine&rsquo s higher bank borrowings. Associate and JV contributions fell 25% to $40.0m, due to lower contribution from Urban Development&rsquo s China operations and Marine&rsquo s associates. NAV/share of $3.31.
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PKLS ......
do a simple math :
$4.73 ( b4 XD ) - Div 0.11 = $4.62
now $4.34
What are you waiting for ?
KAMAL0883 ( Date: 08-May-2015 09:30) Posted:
Good to pick some durian at this price
Octavia ( Date: 08-May-2015 09:12) Posted:
1Q15 results missed. Net profit fell 23.1% to $142.2m on revenue of $2.34b (-11%), with top-line led by a decrease in utilities revenue (-21%) from lower gas offtake and lower HSFO prices from its S&rsquo pore operations. Meanwhile marine&rsquo s (-2%) decrease was due to lower revenue recognition for rig building projects and lower average revenue per repair vessels. Gross margin inched up 0.4ppt to 12.3%. Bottom-line was further weighed by $10.2m fair value losses on FX forward contracts and a 71.9% rise in finance expenses to $31.2m as a result of the consolidation of SGI and Marine&rsquo s higher bank borrowings. Associate and JV contributions fell 25% to $40.0m, due to lower contribution from Urban Development&rsquo s China operations and Marine&rsquo s associates. NAV/share of $3.31.
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Good to pick some durian at this price
Octavia ( Date: 08-May-2015 09:12) Posted:
1Q15 results missed. Net profit fell 23.1% to $142.2m on revenue of $2.34b (-11%), with top-line led by a decrease in utilities revenue (-21%) from lower gas offtake and lower HSFO prices from its S&rsquo pore operations. Meanwhile marine&rsquo s (-2%) decrease was due to lower revenue recognition for rig building projects and lower average revenue per repair vessels. Gross margin inched up 0.4ppt to 12.3%. Bottom-line was further weighed by $10.2m fair value losses on FX forward contracts and a 71.9% rise in finance expenses to $31.2m as a result of the consolidation of SGI and Marine&rsquo s higher bank borrowings. Associate and JV contributions fell 25% to $40.0m, due to lower contribution from Urban Development&rsquo s China operations and Marine&rsquo s associates. NAV/share of $3.31.
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1Q15 results missed. Net profit fell 23.1% to $142.2m on revenue of $2.34b (-11%), with top-line led by a decrease in utilities revenue (-21%) from lower gas offtake and lower HSFO prices from its S&rsquo pore operations. Meanwhile marine&rsquo s (-2%) decrease was due to lower revenue recognition for rig building projects and lower average revenue per repair vessels. Gross margin inched up 0.4ppt to 12.3%. Bottom-line was further weighed by $10.2m fair value losses on FX forward contracts and a 71.9% rise in finance expenses to $31.2m as a result of the consolidation of SGI and Marine&rsquo s higher bank borrowings. Associate and JV contributions fell 25% to $40.0m, due to lower contribution from Urban Development&rsquo s China operations and Marine&rsquo s associates. NAV/share of $3.31.
pre XD closed at 4.73
few days after XD 4.45
Down 0.28 cents = $280.00 ...Dividend $110.00...
Very hard hit for those who bought in on last day of pre XD
This kind SG share mkt
buysellbuysell ( Date: 24-Apr-2015 08:26) Posted:
semb corp just ex-cd, potential correction around to 4.2x from current price as investors seek other plays
unless there are good news to woo investors to push the stock up till 5.xx
there maybe other counters to consider to participate to diversify your portfolio.
Vallianz 0.067, GMG 0.077, jaya 0.053, sinocontruction 0.041
of course you need to look into where is your monies going, which is the more attractive counter,
and which counter have good products and better potential.
suggestion is don' t put all the eggs in one basket
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semb corp just ex-cd, potential correction around to 4.2x from current price as investors seek other plays
unless there are good news to woo investors to push the stock up till 5.xx
there maybe other counters to consider to participate to diversify your portfolio.
Vallianz 0.067, GMG 0.077, jaya 0.053, sinocontruction 0.041
of course you need to look into where is your monies going, which is the more attractive counter,
and which counter have good products and better potential.
suggestion is don' t put all the eggs in one basket
Maybe during AGM , big investor not happy with how questions were answered. Or
maybe got hint of share dilution. So may things can happen. Thats why , retail investors
have to open eyes before you buy.
people afraid after XD price will down more , this is typical Singapore share market reaction ...
it' s like you collect dividend you will receive punishment ...
kenzo1975 ( Date: 22-Apr-2015 14:25) Posted:
why price down after agm not after xd?
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why price down after agm not after xd?
anyone go to agm?
Semb has just announce a new change in a share holder over 5% Mondrian Investment ....puchased 700000 share to cross 5% holdings. ( 5.03%)
Another show of vote in confident of Semb Corp. ( recent contract win too)
with 0,11 cent dividend and return of oil prices for its marine division....a certain consideration for long term investing.
:))
marubozu1688 ( Date: 16-Apr-2015 21:26) Posted:
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4.71. I sold early at 4.68. Not risking since STI passed 3521. Contented with my little profit :)
Up 30 cents since 31/3/15. No bad what?
Sembcorp Ind Last:
4.53 Vol:
3577k 
-0.01
$4.22
