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| 02-Jul-2012 09:11 |
Seatrium
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Sembmarine
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I have to agree that you sold too early too. May not be a 6.00 counter but at least 5.50.
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| 02-Jul-2012 09:04 |
Seatrium
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Sembmarine
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u sure? it's a $10 stock.. y i sell? cause i shiok :)
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| 02-Jul-2012 09:02 |
Seatrium
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$4.9.. fundamentals still king! woots! | ||||
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| 29-Jun-2012 22:25 |
Seatrium
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$6 stock you sell at $4.XX ?
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| 29-Jun-2012 11:43 |
Seatrium
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have a gd weekend!
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| 29-Jun-2012 11:08 |
Seatrium
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ok i am all out.. (sold). thanks everyone everything... i am free |
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| 29-Jun-2012 10:53 |
Seatrium
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Sembmarine
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Okay, 4.79 touched. How many of you are having a Good Friday now ?
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| 29-Jun-2012 10:28 |
Seatrium
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Yup. Fundamentals always king. Be patient, be happy.
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| 29-Jun-2012 10:23 |
Seatrium
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Sembmarine
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broke out. is moving up ..
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| 29-Jun-2012 10:04 |
Seatrium
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474..fundamentals still king.. :) gd luck dyodd
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| 28-Jun-2012 09:43 |
Seatrium
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http://sgxreports.blogspot.sg/2012/06/sembcorp-marine.html | ||||
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| 28-Jun-2012 09:07 |
Seatrium
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464....fundamentals at the end of the day still wins :) | ||||
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| 28-Jun-2012 07:03 |
Seatrium
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Any input on this interpretation..? | ||||
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| 27-Jun-2012 22:01 |
Seatrium
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Petrobras Chief said please " don't any how build so many rigs , no money don't build ,don't borrow money more.. afer drilled oil can't sell because cheap cheap." ..?? I think only..
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| 27-Jun-2012 16:43 |
Seatrium
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up 5% ! short sellers die pain pain liao!
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| 27-Jun-2012 11:29 |
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Petrobras chief urges cost controlPetrobras plans: Chief Maria das Gracas Foster speaks on spending plan |
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| 27-Jun-2012 10:34 |
Seatrium
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Just stating from layman's view based on cash outlay. Semb Marine is half the price of Keppel. As of now, SMM is up 3% vs Kep 1.2%. But not really indicative as price changes by the hour, minute even. Also, would like to share the following report from OCBC. SMM has underperformed KEP… Sembcorp Marine’s (SMM) share price has dropped by about 13.9% vs Keppel Corp’s (KEP) 8.7% fall since we switched our preference from SMM to KEP in late Feb (24 Feb 2012 report). We believe this is partly due to several reasons: 1) risk-off sentiment particularly in May which has affected the higher beta SMM stock, 2) earnings disappointment for SMM in its 1Q12 earnings, and 3) recovery in sentiment amongst property stocks (KEP has a property arm). … but the trend may reverse in the months ahead However, we believe that this trend may reverse in the coming months, and now favour SMM. Although there is a possibility of further market volatility due to Eurozone concerns which may affect the higher-beta SMM more, we think that the recent sell-down in the stock is unwarranted, as: 1) we still hold a positive view on the premium offshore rig market, 2) SMM is likely to catch up in the orders front in the months ahead (partly due to Petrobras orders), 3) SMM’s earnings are expected to pick up in 2H12, and 4) so-called “speculative builds” at SMM are probably better-termed “opportunistic builds”. Newbuild enquiries remain healthy Enquiries for newbuild rigs remain healthy as major oil companies take a long-term view on oil prices in their capital expenditure plans and hence are much less affected by short term fluctuations in oil prices. The utilisation levels and dayrates for premium rigs remain strong and the outlook for this sub-sector is still positive. Order book provides defensiveness Sembcorp Marine’s net order book of S$7.4b provides good earnings visibility at a time when uncertainty in the global economy has resulted in a general lack of clarity in corporate earnings outlook. We roll over our valuation to blended FY12/13F core earnings with an unchanged peg of 14x for the offshore & marine business (ex-Cosco Shipyard Group), and update the market value of Cosco Corp in our SOTP valuation. As such,
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| 27-Jun-2012 09:48 |
Seatrium
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I think down trend, down to t0 9.1 |
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| 27-Jun-2012 09:37 |
Seatrium
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When you say KepCorp is more expensive, are you saying that the share price of Kepcorp is more expensive than SembMarine......... Think this is not the way to see it.....should look at the PE ratio instead......
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| 27-Jun-2012 09:30 |
Seatrium
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OCBC report Sembcorp Marine: More going for SMM in 2H12 .SMM has underperformed KEP .Macro events may lead to market volatility .Trend may reverse due to cospecific factors SMM has underperformed KEP… Sembcorp Marine’s (SMM) share price has dropped by about 13.9% vs Keppel Corp’s (KEP) 8.7% fall since we switched our preference from SMM to KEP in late Feb (24 Feb 2012 report). We believe this is partly due to several reasons: 1) risk-off sentiment particularly in May which has affected the higher beta SMM stock, 2) earnings disappointment for SMM in its 1Q12 earnings, and 3) recovery in sentiment amongst property stocks (KEP has a property arm). … but the trend may reverse in the months ahead However, we believe that this trend may reverse in the coming months, and now favour SMM. Although there is a possibility of further market volatility due to Eurozone concerns which may affect the higher-beta SMM more, we think that the recent selldown in the stock is unwarranted, as: 1) we still hold a positive view on the premium offshore rig market, 2) SMM is likely to catch up in the orders front in the months ahead (partly due to Petrobras orders), 3) SMM’s earnings are expected to pick up in 2H12, and 4) so-called “speculative builds” at SMM are probably better-termed “opportunistic builds”. Newbuild enquiries remain healthy Enquiries for newbuild rigs remain healthy as major oil companies take a long-term view on oil prices in their capital expenditure plans and hence are much less affected by short term fluctuations in oil prices. The utilisation levels and dayrates for premium rigs remain strong and the outlook for this sub-sector is still positive. Order book provides defensiveness Sembcorp Marine’s net order book of S$7.4b provides good earnings visibility at a time when uncertainty in the global economy has resulted in a general lack of clarity in corporate earnings outlook. We roll over our valuation to blended FY12/13F core earnings with an unchanged peg of 14x for the offshore & marine business (ex-Cosco
value of Cosco Corp in our SOTP valuation.
As such, our fair value estimate rises from
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