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Seatrium Ltd    Last:2.01    -0.01

The SEA of Hopes and ATRIUM of Surprises

 Post Reply 6161-6177 of 6177
 
tonytony
    23-Mar-2024 11:01  
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Merging 2 into one is to cut costs , and have cost advantage but it seemed otherwise ?

vicloo      ( Date: 23-Mar-2024 10:53) Posted:

Market has high expectations on the 1yr long strategic review shared on 15th march... however, Seatrium didnt plan anything on cost cutting... thats reason why after 15th march it dropped so much.

https://sg.finance.yahoo.com/news/4-singapore-stocks-announced-strategic-100000052.html

tonytony      ( Date: 23-Mar-2024 10:45) Posted:

But management never address cost cuttings so far ?


 
 
vicloo
    23-Mar-2024 10:53  
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Market has high expectations on the 1yr long strategic review shared on 15th march... however, Seatrium didnt plan anything on cost cutting... thats reason why after 15th march it dropped so much.

https://sg.finance.yahoo.com/news/4-singapore-stocks-announced-strategic-100000052.html

tonytony      ( Date: 23-Mar-2024 10:45) Posted:

But management never address cost cuttings so far ?

 
 
tonytony
    23-Mar-2024 10:49  
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Added .79 yesterday , feel might go lower ? Will add more if go lower .

Chansenghoe1971      ( Date: 23-Mar-2024 09:16) Posted:

Yeah. Close two eyes and buy at this range.
A rare chance.

vicloo      ( Date: 23-Mar-2024 07:28) Posted:

Ok lets buy now 0.079 and sell on target 0.085 😁 👍 👍


 

 
tonytony
    23-Mar-2024 10:45  
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But management never address cost cuttings so far ?
 
 
Nippon72
    23-Mar-2024 10:43  
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Importantly is to keep cost low through innovation, engineering slutions which are aplenty now. Honour and complete their current contracts to instil confidence & build up reputation. This will bring in more contracts & bargaining power for higher profit margins becos shows Seatrium CAN deliver!
Vested & queitly watching. Seatrium is part of my calculated bet for retirement!
 
 
vicloo
    23-Mar-2024 10:40  
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Revenue (book order) - overall costs = profit or loss... so far problem with Seatrium or sembcorp marine is not not enough revenue, it is Overall cost bigger than revenue lolol... hope it is better from now onwards...

tonytony      ( Date: 23-Mar-2024 10:37) Posted:

Order book is full for next 3 years , so risk is low now.

 

 
tonytony
    23-Mar-2024 10:37  
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Order book is full for next 3 years , so risk is low now.
 
 
Nippon72
    23-Mar-2024 09:44  
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Bought in multiples of 20s for consolidation using cash, cpf & srs. Preserve into freezer and not going to look at it until 65yo to see how it can complement my CPFLife payout? The worst is for it to go belly up after merger, else it cannot be further worse off than now. Pretty confident it should compensate my loss of SA shielding plan. 
Vested
 
 
Chansenghoe1971
    23-Mar-2024 09:16  
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Yeah. Close two eyes and buy at this range.
A rare chance.

vicloo      ( Date: 23-Mar-2024 07:28) Posted:

Ok lets buy now 0.079 and sell on target 0.085 😁 👍 👍

Chansenghoe1971      ( Date: 22-Mar-2024 19:23) Posted:

From one analyst:

@ We believe 40% of the re-rating could come from the earnings turnaround and 60% from an uplift in the valuation multiple from 0.9 times P/B towards 1.5 times P/B, on the back of the robust order momentum, integration synergies, and solid management execution. she adds. @

My 84/85 not anyhow pluck.
0.9 x 0.094 ~ 0.0846 low band to 0.141 (a bit far flung).

So 84/85 remains my target.


 
 
vicloo
    23-Mar-2024 07:28  
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Ok lets buy now 0.079 and sell on target 0.085 😁 👍 👍

Chansenghoe1971      ( Date: 22-Mar-2024 19:23) Posted:

From one analyst:

@ We believe 40% of the re-rating could come from the earnings turnaround and 60% from an uplift in the valuation multiple from 0.9 times P/B towards 1.5 times P/B, on the back of the robust order momentum, integration synergies, and solid management execution. she adds. @

My 84/85 not anyhow pluck.
0.9 x 0.094 ~ 0.0846 low band to 0.141 (a bit far flung).

So 84/85 remains my target.

 

 
Chansenghoe1971
    22-Mar-2024 19:23  
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From one analyst:

@ We believe 40% of the re-rating could come from the earnings turnaround and 60% from an uplift in the valuation multiple from 0.9 times P/B towards 1.5 times P/B, on the back of the robust order momentum, integration synergies, and solid management execution. she adds. @

My 84/85 not anyhow pluck.
0.9 x 0.094 ~ 0.0846 low band to 0.141 (a bit far flung).

So 84/85 remains my target.
 
 
naoshingo
    22-Mar-2024 19:12  
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深 海 的 秘 密 。 。 。 。
 
 
Chansenghoe1971
    22-Mar-2024 18:20  
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Yeap. Not trying to make fun of those who lost.
I had made many rounds from rights to free shares. So I have confidence e in this

Tob231      ( Date: 22-Mar-2024 18:05) Posted:

wow .... you collected so many. bee tang liao 
cp24 keep shorting ... the day they stop shorting, the price will shoot up

 
 
Tob231
    22-Mar-2024 18:05  
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wow .... you collected so many. bee tang liao 
cp24 keep shorting ... the day they stop shorting, the price will shoot up
 
 
Chansenghoe1971
    22-Mar-2024 17:30  
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Already collected 6kk
Balance 4kk waiting at 76

Joyoftheworld      ( Date: 22-Mar-2024 16:53) Posted:

Roger that. As expected, Sink51 closing low around 78/79 today. My 78 order was filled just now.

Chansenghoe1971      ( Date: 22-Mar-2024 16:41) Posted:

Let s start a new dawn here.


 

 
Joyoftheworld
    22-Mar-2024 16:53  
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Roger that. As expected, Sink51 closing low around 78/79 today. My 78 order was filled just now.

Chansenghoe1971      ( Date: 22-Mar-2024 16:41) Posted:

Let s start a new dawn here.

 
 
Chansenghoe1971
    22-Mar-2024 16:41  
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Let s start a new dawn here.
 
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