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KepCorp vs SembCorp

hlfoo2010
Veteran

13-Feb-2011 09:07

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Keppel FELS Brasil secures two FPSO topside contracts worth appr S$381.4 million

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krisluke
Supreme

13-Feb-2011 02:37

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EAS seals Petrobras rig deal Up-To-Date

Brazil's state-run oil company Petrobras said today that local shipyard Estaleiro Atlantico Sul (EAS) had won the tender to build seven drilling rigs in Brazil.

News wires 11 February 2011 15:03 GMT

The contract is worth $4.64 billion, which corresponds to a reduction of $13 million with respect to EAS' original offer, said Petrobras in a statement.

The total value puts each unit price at around $662.4 million.

EAS is a consortium formed by South Korea's Samsung Heavy Industries and local construction giants Queiroz Galvao and Camargo Correa.

The first rig is scheduled to enter operations in 2015, said Petrobras.

Companies that also presented bids included Brazilian consortium Alusa Galvao and overseas giants such as Singapore's Sembcorp Marine and Keppel Corp.

Petrobras plans to commission a total of up to 28 new drilling rigs to be built in Brazil to explore oil reserves in deep waters, including the pre-salts.

According to initial plans, the rigs were expected to be delivered between 2013 and 2018.

Published: 11 February 2011 15:03 GMT | Last updated: 11 February 2011 16:18 GMT

hlfoo2010 ( Date: 12-Feb-2011 13:18) Posted:

EAS sealed

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hlfoo2010
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12-Feb-2011 13:18

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EAS sealed

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krisluke
Supreme

11-Feb-2011 17:18

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lengendary match showdown: keppel corp vs sembmarine ....

keppel corp, monday bull $11.24 actual closed $11.16 Hmmmm

Sembcorp marine, monday bull $ 5.06 actual closed $5.05 Hmmmm

*keppelcorp seems on more selling pressure Hmmmm

Bull warrants all lost pants (expired april 2011) Hmmmm

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Jackpot2010
Master

27-Jan-2011 23:12

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Herculus - US$840 million rig order for KepFels.

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warrenbegger
Elite

27-Jan-2011 19:39

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Yells: "Anyhow Buy Anyhow Die ^_^"

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Both r just as good, just buy both and wait patienly can liao. STI blue diamond!!!

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krisluke
Supreme

27-Jan-2011 19:02

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Kep Corp fundamentals

P/E	7.39	P/B Ratio	1.55
Open	12.00	Volume	10468000
Last Close	11.92	Short Ratio	Not Applicable
Last Traded	1/27/2011	Year High	11.70
Percent Change	1.68%	Year Low	8.12
Absolute Change	0.20	Time	Not Applicable
EPS	1.614	PEG Ratio	Not Applicable
Day High	12.46	Day Low	11.98
Target Price	12.31	Current EPS	1.614
This Year EPS	0.82	Next Year EPS	0.74
Current PE	7.39	This Year PE	14.54
Next Year PE	16.11	Dividend	Not Applicable

KepLand fundamentals

P/E	2.63	P/B Ratio	0.25
Open	4.67	Volume	2178000
Last Close	4.66	Short Ratio	Not Applicable
Last Traded	1/27/2011	Year High	5.12
Percent Change	0.43%	Year Low	3.15
Absolute Change	0.02	Time	Not Applicable
EPS	1.77	PEG Ratio	2.25
Day High	4.67	Day Low	4.61
Target Price	5.04	Current EPS	1.77
This Year EPS	0.28	Next Year EPS	0.33
Current PE	2.63	This Year PE	16.64
Next Year PE	14.12	Dividend	Not Applicable

SembMar fundamentals

P/E

1.21

P/B Ratio

0.48

Open

5.35

Volume

10267000

Last Close

5.38

Short Ratio

Not Applicable

Last Traded

1/27/2011

Year High

5.47

Percent Change

2.60%

Year Low

3.23

Absolute Change

0.14

Time

Not Applicable

EPS

4.43

PEG Ratio

Not Applicable

Day High

5.56

Day Low

5.33

Target Price

5.63

Current EPS

4.43

This Year EPS

0.36

Next Year EPS

0.29

Current PE

1.21

This Year PE

14.94

Next Year PE

18.55

Dividend

Not Applicable

Semb fundamentals

P/E

11.16

P/B Ratio

2.57

Open

5.10

Volume

8251000

Last Close

5.11

Short Ratio

Not Applicable

Last Traded

1/27/2011

Year High

5.24

Percent Change

2.54%

Year Low

3.40

Absolute Change

0.13

Time

Not Applicable

EPS

0.458

PEG Ratio

2.50

Day High

5.32

Day Low

5.10

Target Price

5.48

Current EPS

0.458

This Year EPS

0.40

Next Year EPS

0.36

Current PE

11.16

This Year PE

12.78

Next Year PE

14.19

Dividend

Not Applicable

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krisluke
Supreme

25-Jan-2011 18:52

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wow!! wah sia. kepland is indeed keppel corp cash cow as i've expected earlier. But dun understand about the bonus issue(?), will be on research for (?).... ..... anyway, chart revision, support tips at 35 days ema, if violate may see 10.96 as the next strongest support. mid term resistance at 11.48, stronger resistance at 11.70 year high. Smiley

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Jackpot2010
Master

25-Jan-2011 17:21

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FY2010 topline and bottomline UP!

Bonus issue : 1-for-10

Dividend: Final 26c, Interim (paid) 16c , Total: 42c

http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_DF25EA9C800B380048257823002F83AB/$file/FY10_KCL_Results_Full_Set_for_SGXNet.pdf?openelement

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Buzzoff
Member

24-Jan-2011 22:24

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Think I better queue up to pick up some lots at the current "low" price first thing tomorrow morning before I miss the boat.

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Jackpot2010
Master

24-Jan-2011 21:29

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Today Keppel Land announced >doubled final div to 18c (vs 8c last yr). Since Kepcorp owned >52% of Keppel land, its div tmr should be better than last yr too.

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Buzzoff
Member

24-Jan-2011 20:40

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I bought some lots in Dec 2010 when the price was below $10.80.

Anyway, looks like Kerp Corp expanding into the oil-rich North Sea area with its investment in Skeie Energy AS and more investment in Tianjin China (water treatment business)..

http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_03C5238D49B07B4A482578220028E3E0/$file/KCL_Subscp_of_Shares.pdf?openelement

http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_966A662430474B254825782200345E6E/$file/SSTECPressRelease24Jan_KIE.pdf?openelement

Think the above two announcements nicely timed to coincide with tomorrow's earnings announcement.

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krisluke
Supreme

24-Jan-2011 19:49

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you bot kpc recently ? ?? in oct 10 or earlier. in that case, just need to monitor company news, that's all will do. but opportunity wise, can buy into other counters that was cheap, says $0.86 - $1.00 , shld be quite stable if manage to get around here. pennies stock $0.01 -$0.295 i use it for punting only. $0.495 - $0.85, a bit expensive, so need to do a bit of research. Smiley

my view... ....

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Buzzoff
Member

24-Jan-2011 19:10

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Yeah! Kep Land's announcement was fantastic, record 1 Billion profit! Wow!

Kep Corp's price trend should reverse tomorrow, at least after their announcement after 5pm tomorrow.

krisluke ( Date: 24-Jan-2011 19:08) Posted:

got compensate one la from cancellation contract. tmr big bro keppel corp announcement... .... see how lor. kpc cash cow kepland declared 8 folds profit today impressive, veri veri impressive.

YOU GOT THE LOOK Smiley

Buzzoff ( Date: 24-Jan-2011 16:37) Posted:

Is the stock reacting to the news of the termination of order by Noble? If so, I think it is an over-reaction especially when we consider that they have a new order from Clearwater which more than make up for the Noble order loss.

Can someone shed light into the downslide in price these couple of days?

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krisluke
Supreme

24-Jan-2011 19:08

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got compensate one la from cancellation contract. tmr big bro keppel corp announcement... .... see how lor. kpc cash cow kepland declared 8 folds profit today impressive, veri veri impressive.

YOU GOT THE LOOK Smiley

Buzzoff ( Date: 24-Jan-2011 16:37) Posted:

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Buzzoff
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24-Jan-2011 16:37

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krisluke
Supreme

24-Jan-2011 12:32

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Written by Dow Jones & Co, Inc

Monday, 24 January 2011 11:25

Keppel Corp. (BN4.SG) is off 0.4% at $11.32, despite announcing contracts for two newbuild jackup rigs from Clearwater Capital for US$360 million ($462.1 million); it also announced the termination of a US$152 million drillship upgrade contract from Noble.

DMG says the cancellation with Noble is “not a cause for concern” as it was due to a change in contract status with its end client, Petrobras. The house keeps its Buy rating and $12.00 target on Keppel, and estimates net outstanding orderbook rose $270 million to $5.5 billion with deliveries stretching up to end-2013.

Separately, OCBC notes that Clearwater is an investment firm, not a rig operator or oil company: “This is the second announcement by Keppel relating to orders secured by an investment firm in the last three months and underscores the confidence the investment community has in the offshore rig market.”

The house maintains its Buy rating and $12.50 fair value estimate. SembCorp Marine (S51.SG) is also down 0.4% at $5.12, perhaps reflecting Friday's slight drop in oil prices, which normally weighs on rig builders.

Keppel Corp: Could see some interests after Co. announced its first contract for the year, worth US$360m, to build two premium jack-up rigs for Clearwater, with options for two more units, which if exercised would bring the total contract value to above US$730m.The new contracts are not expected to impact Keppel''s NTA or EPS for the current FY but are likely to add to already-elevated confidence over demand for high spec jack-ups…..

In separately news, grp announced that Noble Corp. have terminated a US$152m contract to upgrade a drill ship, however grp notes that cancellation is unlikely to weigh on Keppel shares as partnership with Noble "remains steadfast" and grp will now be able to take on more jobs in an improving market….

We note that market is tipping for KepCorp to clinch an estimated $4.5b contracts worth this yr (Excluding Petrobas) and new order places Kep’s orderbook to an approximately $5b (including options). At current price, grp trades at a forward PE of 13.79x vs its weighted of 14.2x and all time high of 22.1x. Grp is scheduled to report results tomorrow. Resistance for today tipped at year-to-date high at $11.70.

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krisluke
Supreme

24-Jan-2011 09:07

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keepel corp resistance at 11.48. my view : )

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krisluke
Supreme

24-Jan-2011 07:03

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22 Jan 2011 2:04pm

SINGAPORE (Dow Jones)--A unit of Singapore-listed Keppel Corp. Ltd. (BNA.SG) and Noble Corp. (NE) have terminated a US$152 million contract to upgrade a drill ship on mutually acceptable terms, Keppel said Saturday.

The contract between Keppel Offshore & Marine Ltd.'s wholly owned subsidiary, Keppel FELS Brasil, and Noble to upgrade the vessel--Noble Muravlenko--was scheduled to take place in 2013.

"We respect Noble's decision and our partnership with them remains steadfast. We have been compensated for the cancellation and still have two drillship projects with Noble which also intends to award more projects to Keppel. Our yard capacity for 2013 will now allow us to take on more jobs in an improving market," said Chow Yew Yuen, president, Keppel O&M (Americas), in a statement to Singapore Exchange.

Keppel had signed the deal with Noble in December 2009, the statement said, adding that the termination isn't expected to have any material impact on the net tangible assets or earnings per share of Keppel Corp. for the current financial year.

Written by The Edge

Sunday, 23 January 2011 20:59

Keppel FELS Limited (Keppel FELS) has secured new orders from Clearwater Capital Partners, LLC (Clearwater) to build a pair of premium KFELS B Class jackup rigs at US$360 million ($462 million).

The two high specification jackups are scheduled for delivery in 1Q 2013 and 2Q 2013 respectively.

As part of the agreement, Clearwater has options to build another two similar jackup units with Keppel FELS. If exercised, the options for the additional two rigs will bring the total contract value to above US$730 million.

// full article, just for sharing. All eye will be on corporate earning report this week//

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Buzzoff
Member

23-Jan-2011 21:10

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Fantastic! This is just what this stock needs to go hand-in-hand with the earnings announcement this Tuesday (25 Jan 2011)! Up up and away!

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