Others   

Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB

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/

 

SCI

MORE POSITIVE NEWS.....

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

To recap, following are the positive news developments for just the past three months.....    
some blue chip companies don' t even have one news development the past half year.......
at the way the list is growing.... six is inevitable...... believe or not believe, I m not bothered
​
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-equini
https://www.businesstimes.com.sg/companies-markets/sembcorp-unit-inks-second-power-purchase-agreement-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
https://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 

 

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......

 

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

 

YZJSB
This commentary is aligned (almost) with the black market' s thinking..... read it and understand why the gangsters view Ah Yang  as a five dollar stock in the mid term, iFAST-que in the long run.....

We Ran A Stock Scan For Earnings Growth And Yangzijiang Shipbuilding
(Holdings) (SGX:BS6) Passed With Ease
https://simplywall.st/stocks/sg/capital-goods/sgx-bs6/yangzijiang-shipbuilding-holdings shares/news/we-ran-a-stock-scan-for-earnings-growth-and-yangzijiang-ship

Analysis for Yangzijiang Shipbuilding (Holdings)

REWARDS

* Earnings are forecast to grow 15.45% per year
* Earnings grew by 71.5% over the past year 

RISK ANALYSIS
No risks detected for BS6 from our risk checks.
https://simplywall.st/stocks/sg/capital-goods/sgx-bs6/yangzijiang-shipbuilding-holdings-shares

 

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

 

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........