Keppel    Last:10.49    +0.03

KEPPEL CORPORATION YEAR 2020 ONWARD + UPGRADES

LAI LIAO !!!

danger      ( Date: 07-Oct-2020 13:23) Posted: We think this is unwarranted as the O& M order book of S$3.5 billion (at end-Q2 2020) is in progress and should be able to guide the yard into profitability in 2021 danger      ( Date: 07-Oct-2020 13:18) Posted: CGS-CIMB says Keppel ' s trough valuation unwarranted, keeps ' add ' that valuation is even lower than during the past oil crisis (0.82 time P/BV in January 2016) and the global financial crisis (1.33 times P/BV in January 2009). At the current share price, the market is heavily discounting its offshore and marine (O& M) business to zero value, analyst Lim Siew Khee wrote. CGS-CIMB on Tuesday reiterated its ADD call and S$6.46 target price based on sum-of-the-parts valuation

 

We think this is unwarranted as the O& M order book of S$3.5 billion (at end-Q2 2020) is in progress and should be able to guide the yard into profitability in 2021

danger      ( Date: 07-Oct-2020 13:18) Posted: CGS-CIMB says Keppel ' s trough valuation unwarranted, keeps ' add ' that valuation is even lower than during the past oil crisis (0.82 time P/BV in January 2016) and the global financial crisis (1.33 times P/BV in January 2009). At the current share price, the market is heavily discounting its offshore and marine (O& M) business to zero value, analyst Lim Siew Khee wrote. CGS-CIMB on Tuesday reiterated its ADD call and S$6.46 target price based on sum-of-the-parts valuation

 

CGS-CIMB says Keppel ' s trough valuation unwarranted, keeps ' add '

that valuation is even lower than during the past oil crisis (0.82 time P/BV in January 2016) and the global financial crisis (1.33 times P/BV in January 2009).

At the current share price, the market is heavily discounting its offshore and marine (O& M) business to zero value, analyst Lim Siew Khee wrote.

CGS-CIMB on Tuesday reiterated its ADD call and S$6.46 target price based on sum-of-the-parts valuation

 

COMING !!!

 

Oil prices rose more than $1 a barrel on Tuesday, supported by U.S. supply disruptions caused by an approaching hurricane in the Gulf of Mexico and an oil worker strike in Norway.

Energy companies shut offshore oil platforms as Hurricane Delta strengthened to a Category 2 and was on track to reach the Gulf of Mexico on Thursday. It would be the 10th named storm to hit the United States this year, which would break a record dating back more a century.

 

I set my own target .  There are probably a few cycles of profit taking before it reaches $6.   

tangoanna      ( Date: 06-Oct-2020 09:34) Posted: Why not wait till $6? ckmpd1      ( Date: 06-Oct-2020 09:09) Posted: I agree with you on KC.  I bought at $4.39 and and looking forward to take profits soon. I differ abt SIA.  SIA will continue to bleed for the next few qtrs,  SIA' s price will go lower, and likely to see $2

 

Gentle reminder ...

https://globalinvestigationsreview.com/article/1227854/brazilian-agency-targets-keppel-subsidiaries-in-petrobras-bribery-case

"Brazilian agency targets Keppel subsidiaries in Petrobras bribery case "

 

WOW,,, up up up ley...

Up by how much ...

LOL

 

ANOTHER MASSIVE SCCOP UP $4.48

 

MASSIVE $4.47 SCOOP UP IN 1 GO

 

TURBO ENGINE RESTARTING

 

Why not wait till $6?

ckmpd1      ( Date: 06-Oct-2020 09:09) Posted: I agree with you on KC.  I bought at $4.39 and and looking forward to take profits soon. I differ abt SIA.  SIA will continue to bleed for the next few qtrs,  SIA' s price will go lower, and likely to see $2+ SmallSmall      ( Date: 06-Oct-2020 08:28) Posted: Keppel Corp is a pillow stock for me. The company is much bigger than just Oil and Gas. Lots of negatives has already been priced in at this level.  Probe deeper into the company and not just be distracted by all the noises. You can try the DLC KeppelCorp for a 5x leverage return if you are bullish on this counter. I bet one will not get to see such distressed prices 6 months on as the world slowly gets vaccinated and life slowly goes back to normal. And this is a fact if you have been following the vaccine developments timetable :). Same goes for SIA and Singtel and all the other distressed blues.

 

Petrobras plans to launch the leasing tender for the FPSO by end of the year, the people said.

Equivalent vessels for deepwater production have cost between US$2.5 billion and US$3 billion to build. Winners build and own the platforms, and lease them to Petrobras in contracts with daily rates of up to US$1 million that often last longer than 15 years.

 

I agree with you on KC.  I bought at $4.39 and and looking forward to take profits soon.

I differ abt SIA.  SIA will continue to bleed for the next few qtrs,  SIA' s price will go lower, and likely to see $2+

SmallSmall      ( Date: 06-Oct-2020 08:28) Posted: Keppel Corp is a pillow stock for me. The company is much bigger than just Oil and Gas. Lots of negatives has already been priced in at this level.  Probe deeper into the company and not just be distracted by all the noises. You can try the DLC KeppelCorp for a 5x leverage return if you are bullish on this counter. I bet one will not get to see such distressed prices 6 months on as the world slowly gets vaccinated and life slowly goes back to normal. And this is a fact if you have been following the vaccine developments timetable :). Same goes for SIA and Singtel and all the other distressed blues.

 

Keppel Corp is a pillow stock for me. The company is much bigger than just Oil and Gas. Lots of negatives has already been priced in at this level. 
Probe deeper into the company and not just be distracted by all the noises. You can try the DLC KeppelCorp for a 5x leverage return if you are bullish on this counter.
I bet one will not get to see such distressed prices 6 months on as the world slowly gets vaccinated and life slowly goes back to normal. And this is a fact if you have been following the vaccine developments timetable :). Same goes for SIA and Singtel and all the other distressed blues. 

 

I agree with danger that KC is likely to go up today.  Let us see whether u r right or he is right in abt 1 hr' s time

RyantNg      ( Date: 06-Oct-2020 08:03) Posted: Crude oil price up this counter will up???? Lol, what a joke!

 

Crude oil price up this counter will up????

Lol, what a joke!

 

MASSIVE 6.21% JUMP IN CRUDE OIL

 

CRUDE OIL REVERSE AND SURGES 2.9% !!!

 

Ya, u really can hold for very very long term!
LoL, don' t expect dividend.