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Juzztrade Veteran	24-May-2009 23:03        Juzztrade About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Techincal and long term investor"
x 0   x 0  Alert Admin	It's time for me to off load my spc bought at 2.94 about a month ago.  Better take profit and wait for next entry.  My personal view only.  Not an inducement for buy or sell.
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Henry$$$ Senior	24-May-2009 22:57        Henry$$$ About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Since SPC is no more controlled by local, it is out of my focus . I lose confident to those foreign management. No transparent.
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Eagles Member	24-May-2009 22:48        Eagles About Contact  Quote this Post!
x 0   x 0  Alert Admin	Kepcorp hands are full with its rig biz, and extra cash should be useful. IMO spc was wobbling a little last year, from new indian refineries - maybe a wise thing to cash out. Petrol China could have more use with SPC for  its down stream integration. WIn-win for both Kepcorp and petrol china. Meanwhile spc shareholders should enjoy the price surge. Likely to see win-win-win situation tomorrow. fruitty      ( Date: 24-May-2009 22:43) Posted: Why sell? Isn't SPC business synergy to Keppel Corp's business? Is Keppel Corp badly in need of money? To raise funds to set up a pig farm?
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fruitty Senior	24-May-2009 22:43        fruitty About Contact  Quote this Post!
x 1   x 0  Alert Admin	Why sell? Isn't SPC business synergy to Keppel Corp's business? Is Keppel Corp badly in need of money? To raise funds to set up a pig farm?
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Andrew Master	24-May-2009 22:11        Andrew About Contact  Quote this Post!
x 0   x 0  Alert Admin	WOW...Keppel choose Sunday to sell SPC....see channel news asia report....   Keppel sells 45.5% stake in SPC to PetroChina for S$1.47b SINGAPORE : Conglomerate Keppel Corp has sold its entire 45.5 per cent stake in Singapore Petroleum Company (SPC) to PetroChina for S$1.47 billion in cash. The price translates to S$6.25 per share.
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alexmay Veteran	14-May-2009 05:16        alexmay About Contact  Quote this Post!
x 0   x 0  Alert Admin	Need some rigs order from Petrobas to move it further. With oil prices firming orders should come soon. Any ideas when the orders usually come?
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yipyip Master	13-May-2009 10:18        yipyip About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel Corp Ltd Maintain Buy; long-term prospects remain healthy and intact Please see our sector note dated 6 April 2009 for further industry details. Our SOTP-based TP is S$9.40 (target multiple of 15x FY09E earnings for O&M; market value for bulk of other components). Key risks: greater-than-expected US$ depreciation, unexpected cost increases, and contracts execution Upgrading O&M new orders and SOTP modifications We raised our 2009E-2011E new order assumptions from S$1.5bn, S$2.0bn, and S$3.0bn to S$1.7bn, S$2.5bn, and S$3.7bn. Our target multiple for O&M has been raised from 12x to 15x, which we believe is justified considering our expectation of the resumption of new orders, KEP’s strong branding and positioning, and the study of a more direct play SMM, which saw its PERs punching comfortably past 16x when new orders increased from about S$1bn in end-03 to S$2bn in end-04. Deutsche Bank
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nickyng Supreme	04-May-2009 15:41        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	read this report from DBS...wat a joke 4.41 fully value? and it is trading at 6.28 now ?!?! wat a huge diff? haha..a joke rite??   http://www.remisiers.org/research//kep040509fv%20DBSV.pdf   Another contract cancelled • S$181m worth of contract was cancelled. • Our earnings model already assumes S$1.1b worth of total contracts that may be cancelled. • No change to earnings estimates. • Maintain FULLY VALUED. Fair value at S$4.41. S$181m worth of order was cancelled. Keppel Corp (KEP) announced that GSP Titan Ltd has terminated the newbuild order for a multi-purpose heavylift/pipelay vessel due to its inability to secure funding. As KEP has already received sufficient cash receipts from GSP to cover both the costs and expected loss of profit, we believe that no write off of previously recognized profits is required. Three contracts cancelled since Jul 08. The cancellation of the GSP contract brings total cancellations to three for KEP, including one each from Scorpion Offshore and MPU Offshore. The combined cancelled amount is S$1.1b. Note that the contract (worth S$69m) with Lewek Shipping is also in the final phase of negotiation for eventual cancellation. Order cancellation risk is reducing, but has not disappeared. The cancelled GSP contract is in line with our argument that while order cancellation risk is expected to reduce going forward, it is premature to argue that this risk has disappeared completely. Maintain FULLY VALUED on KEP. We are keeping our forecasts intact, as we have imputed order cancellations of S$1.1bn, excluding the contracts that were cancelled last year. Our fair value is adjusted to S$4.41; due to our cut in Keppel Land’s fair value to S$2.08 pre-rights. Maintain FULLY VALUED on KEP, as the implied FY10F PE for its O&M is expensive at 18x, close to its peak cycle PE for rig building.
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DnApeh Master	04-May-2009 12:32        DnApeh About Contact  Quote this Post!
x 0   x 1  Alert Admin	auntie uncle usually buy 1 or 2 lots.
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nickyng Supreme	04-May-2009 12:07        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	6.18 !??!! highest 6.26 today!?!?i really no EYE to see !! too OBSCENE !!! :D i thk all uncles and aunties cheonging in now....looks like time to run ! :D
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dcang84 Veteran	04-May-2009 09:57        dcang84 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Its cheap credit driving up global markets. we'll see how long it last.
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jeremyow Senior	04-May-2009 09:48        jeremyow About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Passionate business investor"
x 0   x 1  Alert Admin	Haha......Forces of greed and hope at work......To those who have invested in this counter at much lower prices two months back, enjoy the ride up! Again, I cannot predict the next peak price of this counter, but I know these forces of greed and hope will continue to push the price to much higher grounds than what it is trading now. Mr Market is getting optimistic. To those invested, one can wait for Mr Market to become too optimistic before selling to him. Then, next time he will again get pessimistic and prices start collapsing through panic selling (when next bear arrives or stock market correction happens or any bad news temporarily hit the company).
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nickyng Supreme	04-May-2009 09:11        nickyng About Contact  Quote this Post!
x 0   x 1  Alert Admin	wah! Mr Market is really amazing..hee...$6 now!! WOWOwwooWOOWwww !! despite all ODDS....this is really BULLshitting :D damn...missed the RUN ! :D
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tirami Member	03-May-2009 13:15        tirami About Contact  Quote this Post!
x 0   x 0  Alert Admin	seems like SembCorp Marine is in a consolidation for now. Wonder where it will go? http://skybach.wordpress.com/2009/05/03/sembcorp-marine-converging/
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nickyng Supreme	03-May-2009 11:50        nickyng About Contact  Quote this Post!
x 0   x 1  Alert Admin	well...we shall see this coming week how this burger perform...haha as i said OBSCENE price even close at 5.98 ! wah kor! ...this cancellation although $180m ONLY ...i hope is not the tip of an ice berg...beside it counter part sembmar just announced one contract cancelled last wk as well...this coming week will be interesting...haha :P sideline and watch loh ! :D
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dcang84 Veteran	02-May-2009 12:55        dcang84 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Read BT on customer cancellation worth $181 million. It is running ahead of reality.
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nickyng Supreme	30-Apr-2009 12:01        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	hmm... this burger at 5.95 now personally i think it has reached an OBSCENE price level....gee...wonder why all so bullish when many factors are still unknown or not that optimistic siah ! :D am i missing somethg?
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nickyng Supreme	29-Apr-2009 16:59        nickyng About Contact  Quote this Post!
x 0   x 0  Alert Admin	dont think so...i think factor into share price liao...wow...5.84 now !! my eyes almost POP out ! :D jumbos      ( Date: 29-Apr-2009 16:17) Posted: Since Sembcorp cancelled the contract because of owner lack of money. will this happen in other project for both Sembcorp and Keppel cheongwee      ( Date: 29-Apr-2009 16:03) Posted: i think with flu around , there is no better place to take cover, other than the stock market,..the only place without flu... That is why all want to rush into it now...
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jumbos Member	29-Apr-2009 16:17        jumbos About Contact  Quote this Post!
x 0   x 0  Alert Admin	Since Sembcorp cancelled the contract because of owner lack of money. will this happen in other project for both Sembcorp and Keppel cheongwee      ( Date: 29-Apr-2009 16:03) Posted: i think with flu around , there is no better place to take cover, other than the stock market,..the only place without flu... That is why all want to rush into it now...
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cheongwee Elite	29-Apr-2009 16:03        cheongwee About Contact  Quote this Post!
x 0   x 0  Alert Admin	i think with flu around , there is no better place to take cover, other than the stock market,..the only place without flu... That is why all want to rush into it now...
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