Latest Forum Topics / Sembcorp Ind Last:5.16 -- | Post Reply |
FA and TA
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shplayer
Elite |
26-May-2007 09:47
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Article in BT today......if this goes through, it will have positive effect for SembCorp Utilities 'Big business' urges govt to let it outsource power projects
It also seeks permission to relocate units, set up 'power parks'
By RONNIE LIM
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singaporegal
Supreme |
25-May-2007 21:50
Yells: "Female TA nut" |
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Semb Corp looks good in its TA charts. Acc/Dist and Chaikin uptrending with price cutting the upper bollinger band. shplayer's readings concur with mine. |
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shplayer
Elite |
25-May-2007 15:10
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ten4one, Thanks....do you by any chance know the amount of S44?....how much per share? |
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ten4one
Master |
25-May-2007 10:57
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shplayer, Tax Credit S44 is an off Balance Sheet item and it is used to frank dividends payouts by Companies (ie Coys need not be taxed on their P&L A/C again). Companies do have an obligation to utilize the balance in the Tax Credit A/C with the IRS and return the cash or in kind (like rt issues etc) to Shareholders. Briefly explained and hope it helps. Cheers! | |
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shplayer
Elite |
24-May-2007 23:02
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Breakout from Upper bolly band on good volume. A/C, Chaikin and RSI on uptrend. |
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shplayer
Elite |
17-May-2007 14:57
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ten4one, Thanks for advice. What is the tax credit...S44? Yes, looking at Sembmar too.....waiting to vest at the appropriate time. But, bear in mind, SCI owns 62% of SembMar....so what benefits SembMar will benefit SCI too. |
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ten4one
Master |
17-May-2007 10:13
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Personally I think SembMarine is a better buy........very good chance of getting a tax credit windfall and ride on the oilrigs huge book-orders. Cheers! | |
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shplayer
Elite |
16-May-2007 23:17
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Appreciate current TA readings from experts. Thanks | |
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singaporegal
Supreme |
02-May-2007 20:09
Yells: "Female TA nut" |
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TA charts looking bullish. Acc/Dist and Chaikin on uptrend | |
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shplayer
Elite |
02-May-2007 18:33
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SYT888, SCI closed pretty strong on the eve of 1Q 07 announcement. Hope you are somewhat relieved? |
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shplayer
Elite |
30-Apr-2007 09:24
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EastonBay, rickytan, No problem. Think SYT888 was concerned about some of her investments.....she asked my opinion and provided me with her cost of purchase (think this was what she wanted to keep confi). My response to her was not something more or less than I would post on SJ. As usual, I do not make any 'buy' or 'sell' calls.....either on SJ or thru emails....as I believe this should primarily be the decision of the investor. As for SCI, my response was that 1Q is due on 3 May. My estimate is it will come in at about 8 cts eps (before EI) and FY07 should be about 34 cts. From KepCorps results, KCI's O&M performed well; also economic data by EDB last week also showed shipbuilding/repair grew 40%... So, I am expecting that SCM should do well (SembCorp Mar - 1Q on 2 May). SCI's Utilities should also perform well.....besides its growth in Spore, UK and Vietnam, I am looking out for the impact of Fujiarah in its first full Q as an associate (40%) of SCI. SCI's Environment has seen the worst on 2006....and will be interesting to see if it will begin to take off in 2007. In short, I have certain expectations from SCI and I am waiting for its 1Q results to evaluate if SCI's performance against my estimates. |
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rickytan
Veteran |
30-Apr-2007 08:51
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Hi EastonBay, I have the same thinking too. I wanted to response when I first read syt888's post but held back. If it is very personal, then of course we can understand :) Hi Shplayer, We would really appreciate your continued sharing with us. Xie xie, thank you ! |
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EastonBay
Master |
29-Apr-2007 23:28
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syt888, I would encourage you to ask shplayer questions on SJ than to send him private emails, so that everyone on the forum can benefit from his wisdom. Shplayer is a high respected figure in SJ and personally I benefitted alot from his posts and answers to questions posted by fellows forumers. So, if it is related to shares and SGX, why not share with everyone? (Ok, I know I do not have any authority over you and it's your freedom to ask in private.) |
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Sporeguy
Elite |
28-Apr-2007 10:19
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Too sick to buy at $4.80. I believe it will move upward in the short term as it has gone thru 3 wavelets. |
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SYT888
Member |
27-Apr-2007 14:38
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Hi SHPlayer, Thanks I will email SJ Administrator. Really your kindness and guidance | |
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shplayer
Elite |
27-Apr-2007 01:01
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SYT888, You can send an email to SJ administrator, Ngiam Kee Jang (keejang@sharejunction.com) and ask him to forward your email to me. As for possibility of post May correction, here again, I do not have a crystal ball. But, suffice to say, if you are into equities, you should always be prepared for market volatilities. Historically, the market is usually quieter after quarterly results reporting season and also fund managers will also be away during summer holidays in Jun - Aug. FYI...SCM 1Q07 results is due on 2 May.....which should give you a heads up on SCI's performance. |
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SYT888
Member |
26-Apr-2007 23:27
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Hi SHPlayer, thanks for your patience with me. I bought high ie. why fluatuations in price do affect me. But I am in this counter for long term. Btw, just want to find out can I ask for your email contact so that I can ask you more on other counters? Or I can give you my email. Let me know. Do you foresee that there will be a May correction/crash this year? |
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shplayer
Elite |
26-Apr-2007 19:14
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SYT888, I really wish I can predict the market prices....but the truth is I cannot. As in my earlier post to you, I said SCI's price looked stretched at $4.50 but yet it surged to $5.50. But, if you look at Keppel Corp's 1Q 07 performance announced today, the O&M posted very strong YoY earnings......so this may also reflect on SCM (Sembcorp Marine). Furthermore, I believe SCI's Utilities will also show strong growth and the Environment division has seen the worst in 2006 and should begin to produce results. For me, I am looking forward to 3 May for SCI's 1Q 07 result......which I suspect may deliver a pleasant surprise. However, I cannot tell if the market has already priced it in the good news. My outlook for my core holdings are 'long term'....so I don't let short term market fluctuations influence my investment decisions too much. |
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SYT888
Member |
26-Apr-2007 00:41
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Hi SHplayer, you have alw been very helpful, do you foresee futher fall in this counter price in the next few days? Thanks. | |
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shplayer
Elite |
25-Apr-2007 21:37
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singaporegal, SCI is my one of my core holdings...so I still have it......divvy was good..... Am waiting for 1Q result on 3 May to review my position on this counter. No worries, my cost is about $2.00 Thanks |
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