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Sembmarine

ynnek1267
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04-Dec-2012 07:56

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If new rig design, very big trouble.

Rig delay for MOM month investigation.

Doubt of design may cause cancellation.

Suffer penalty from late delivery.

Cost of damage will be belong to sembmar.

Reputation is harmed as no.2 rig builder.

Interesting for today trading price.

rotiprata ( Date: 04-Dec-2012 07:41) Posted:

maybe they're testing their new rig design lah..

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rotiprata
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04-Dec-2012 07:41

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maybe they're testing their new rig design lah..

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ynnek1267
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03-Dec-2012 21:13

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New build or repair?

Repair, owner business.

Newbuild, Sembmar in big trouble.

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Andrew
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03-Dec-2012 21:08

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Wow ...... seen the evening news 90 injured, 1 crtical, 22 serious.

I hope for their speedy recovery.

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aleoleo
Master

03-Dec-2012 18:21

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About 90 workers injured in Jurong Shipyard accident

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ynnek1267
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03-Dec-2012 18:04

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http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_149A71935720663C48257AC90032AD5A/$file/PressRelease_20121203_English.pdf?openelement

Sembmar stopped YZJ to purchase PPL shipyard to prevent YZJ step into the Jack up rig business.

But now, YZJ secured the Jack up rig business.

How long can Sembmar and Keppel occupy their 70% global jack up rig market share???

The global business of Jackup rig is changing.

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ynnek1267
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03-Dec-2012 17:36

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http://www.channelnewsasia.com/stories/singaporelocalnews/view/1240786/1/.html

I thought this kind of thing only happen in China Shipyard. Sembmar, power!!!

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cheerstan2002
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01-Dec-2012 11:18

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Hope SMM will never be the Short Seller Giant like Carson Block target.

It has clear transparency in accounting and good clear business model ...!

Do ppl agree with me?

WOnder who will be the next target ?

krisluke ( Date: 30-Nov-2012 16:29) Posted:

The offshores were trading very bullishly yesterday.

Sembmar was the most bullish yesterday as it announced a contract worth of 990mil. The gap up opening caused panic among the short sellers and buying strength was immediate seen. Resistance at 4.57 was being tested yesterday and it might attempt to test the next resistance at 4.66 level if the bullishness is intact today.

Sembcorp also enjoyed a new contract which helped it to break its 20ma resistance line. Similar to Sembmar, Sembcorp also closed near to its resistance of 5.16 level and if the bullishness is sustainable today, Sembcorp might head towards its 200ma line at 5.25 level.

Kepcorp reversed its previous day losses and even traded higher, riding on the bullishness in the sector. Its bullish momentum might help Kepcorp to reach out for the next resistance at 10.83 level.

Overall, the offshore will likely to continue their bullishness today.

more on: http://www.jay-chia.com/?q=marketopinion301112

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krisluke
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30-Nov-2012 16:29

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more on: http://www.jay-chia.com/?q=marketopinion301112

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Tropical
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30-Nov-2012 15:31

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you think can enter now @ 4.60?

ozone2002 ( Date: 30-Nov-2012 09:06) Posted:

now 4.6!

next resistance to break 4.7

go go go

gd luck dyodd

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ozone2002
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30-Nov-2012 09:06

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now 4.6!

next resistance to break 4.7

go go go

gd luck dyodd

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krisluke
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29-Nov-2012 16:30

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sgd 4.60

Close price : )))

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cheerstan2002
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29-Nov-2012 15:03

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Recently good for everybody in the mkt ... Singtel big component stock move. They must move to move the STI up, which they did.

Then all Blue Chip like SMM, SCI and KEPCROP will move fast also...

Today SMM chiong UP! Hope Up all the way even till the end of the year ...

Cheers to all,

PTL

krisluke ( Date: 29-Nov-2012 14:59) Posted:

The offshores were trading lower yesterday.

Kepcorp shows the most selling pressure yesterday as the market reversed its previous day’s gains. This action could mean that it is attempting to continue to test its 20ma support line at 10.40 level before any other bullish action could continue. Bearish signal were formed in the indicators which will greatly encourage Kepcorp to slide towards 10.40 level.

Sembcorp continues to trade flat for the last few trading sessions. 5.00 resistance level seems to be holding firmly while 20ma resistance line is getting nearer to this level. Sembcorp will likely to continue to test this resistance level today before a significant retracement might happen.

Sembmar is still stuck at its 20ma resistance at 4.40 level and was unable to break it. If Sembmar is to trade lower today, it might have confirmed its retracement and selling pressure should come after that.

Overall, the offshores are mostly trading at their resistance level and might not be able to break it.

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krisluke
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29-Nov-2012 14:59

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krisluke
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29-Nov-2012 14:48

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Sembcorp Marine($4.38) — Temporary rebound underway

Written by The Edge

Monday, 26 November 2012 23:55

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krisluke
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29-Nov-2012 14:42

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SMM: secures its 7th drillship contract worth US$806.4m from Sete Brasil.

Pricing is on par with avg drillship price for its order of 5 drillships from Sete Brasil in Aug ‘12, and above the US$792.5m pricing for one drillship order also from Sete Brasil back in Feb ’12.

All the drillships will be built based on the Jurong Espadon design, which represents the next generation of high spec drillships with advanced capabilities for operational efficiency and ultra-deepwater operations.

It will be capable of operating at 10,000 ft water depth and drilling to depths of 40,000 ft with accommodation facilities for a crew of 180 personnel. This order is scheduled for delivery no later than 3Q16.

The previous 6 drillship orders have deliveries ranging from 2Q15 to 4Q19.

Year to date, SMM has secured approx $10.1b in new orders, and net orderbook stands at approx $13.1b, with slightly more than half from Petrobras.

The stock trades at 15.2x P/E.

The majority of the Street continues to rate the stock positively, with 16 Buys, 7 Holds and 1 Sell.

Consensus TP is $5.40.

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krisluke
Supreme

29-Nov-2012 14:32

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STOCKS NEWS SINGAPORE-Shares at 3-week high Sembcorp Marine gains

Shares were also buoyed by optimistic comments from a senior U.S. lawmaker on the country reaching a budget deal before the year-end that would ease the fiscal crisis.

The Straits Times Index climbed 0.9 percent to 3,040.43 points, while MSCI's broadest index of Asia-Pacific shares outside Japan rose 1 percent.

Sembcorp Marine rose 4.1 percent to S$4.56 after it said it had won its seventh drillship contract worth $806.4 million from Sete Brasil Participaces S.A.

" We believe delays faced by Brazilian yard, EAS, could lead to more rig contracts for Sembmarine from now till 2013, as a stop-gap measure by Petrobras," said CIMB Research in a note.

Commodity companies Golden Agri-Resources and Olam International were the strongest gainers on the index, with the former rising 4.7 percent to S$0.665.

Olam climbed 4 percent to S$1.56 after it put up a detailed defence against short-seller Muddy Waters' allegations questioning the company's accounting practices and acquisitions.

1321 (0521 GMT)

(Reporting by Charmian Kok in Singapore Editing by Prateek Chatterjee charmian.kok@thomsonreuters.com)

Singapore shares rose nearly 1 percent by midday to a three-week high, led by rigbuilder Sembcorp Marine Ltd after it won a drillship contract worth more than $800 million.

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krisluke
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29-Nov-2012 14:26

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Sembcorp Marine Bags $806.4M Drillship Order from Sete Brasil

Singapore's Sembcorp Marine, through its wholly-owned subsidiary Jurong Offshore, said Thursday in a statement that it has secured a drillship contract worth $806.4 million from Sete Brasil Participacǒ es.

The contract will be for the design and construction of a drillship based on Jurong Shipyard's proprietary Jurong Espadon drillship design.

The drillship, scheduled for delivery no later than the third quarter of 2016, is the seventh unit of a series of drillships that Sembcorp Marine’s subsidiaries have secured since February.

Maybank's analyst Yeak Chee Keong noted in an offshore and marine sector update issued earlier in November that Sembcorp Marine " should continue to win good orders as long as fundamentals in the offshore oil and gas sector remain intact."

Yeak however also pointed out that one of the risk factors that could affect Sembcorp Marine’s future performance is competition from both the traditional South Korean shipyards and the emerging Chinese shipyards.

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ozone2002
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29-Nov-2012 13:23

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4.56 and climbing

report from DBS

•

worth US$806.4mSMM secures 7th drillship order from Sete Brasil

•

potential productivity gainsAdditional unit enhances economies of scale,

• YTD order wins boosted to c. S$10.5bn

• Maintain BUY, TP S$5.20

Secures 7th drillship order. SMM has secured its 7th

drillship newbuilding order from Sete Brasil. Worth

US$806.4m, this is in line with the average price of the five

units awarded in August. Like the other six units, this unit

will be built to SMM’s proprietary Jurong Espandon drillship

design, which is capable of operating in water depths of

10,000 feet with a drilling depth of 40,000 feet.

Additional unit enhances economies of scale.

only adding to SMM’s existing orderbook, we see this

additional order as further evidence of Petrobras’

confidence in SMM’s execution capabilities. In addition, the

multiple orders using repeat design will provide SMM with

greater economies of scale and enhances potential

productivity improvements.While not

Contribution to earnings from 2013 likely.

scheduled for delivery no later than 3Q2016. With the first

six units to be delivered over 2Q2015 to 4Q2019, we

believe this latest order could be the second unit to be

delivered, implying maiden earnings contributions as early

as 4Q2013.This unit is

Maintain BUY and S$5.20.

Prosafe for a second accommodation semisubmersible

worth US$295.2m announced last week, SMM’s FY12 YTD

order wins (ex repair) now stands at c. S$10.5bn vs. our full

year assumption of S$11.4bn, hence, no change to our

numbers. Net orderbook is now c. S$13.5bn. Our SOTPbased

TP of S$5.20 and BUY recommendation are

maintained. SMM remains a key proxy to the upcycle of

deepwater, harsh environment rigs. In the near term, we

see potential awards for a pair of Cat-J jackup rigs worth

> US$1bn, which could be awarded within the next 2

months.Including the order from

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rotiprata
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29-Nov-2012 11:42

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too late...many would have missed the boat now...

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