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Sembmarine
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epliew
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16-Mar-2011 13:16
Yells: "no worries be happy !" |
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Wow, seems like another wave of nuclear affected coming downward from japan. No fishes will be spared ?
Who will still buy japanese made food product ?
Even green teas might be scary affair !
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epliew
Supreme |
16-Mar-2011 11:45
Yells: "no worries be happy !" |
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How will market react if another crisis hit us like radiation ? 30 km radius is almost as big as singapore ? 5.4x is a good price to short ? After people get the dividend..... The support will be so low in the history of semb marine..... If oil price drop below the pre- middle east crisis...... Semb marine will be in losing money...... Real issue is when u earn all the money and radiation hit asia ? What will u do ? | ||||
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krisluke
Supreme |
15-Mar-2011 23:06
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market " expert" once says that oil price should be around pre mid east (libya) level for an healthy economy recovery. market " observer" tips that sembmar needs more orders to boost their book price since material cost  and oil price($) are hedged during the contract signing. market " analyst" highlight that potential growth is  found sembmar on tuas view new yard (take few years to complete). market " investor" worried that recently too eventful market noise (inflation and nuclear story) would  dim  any silver lining of global economy recovery, hence hinder  contract  offer...  |
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krisluke
Supreme |
15-Mar-2011 22:45
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see the magic on bollinger band. violate during uptrend. hmm, it goes down. public news media says it becos of japan story. if not, maybe some thingy about inflation on oil... $5.90, greed over fear? ?? |
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krisluke
Supreme |
15-Mar-2011 22:41
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A CHART SHOWS  THE TRILLION WORDS |
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krisluke
Supreme |
15-Mar-2011 22:38
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An chinese old sayings once qoute: 3 shorties chase away zhuge liang(rtk hero). I think japanese are smarter than  singaporean/foreign talent  for shipbuilding / offshore / operation beside their R& D on technology. Sembmar should have benefit from their japanese " shifu" counterpart in the past...
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krisluke
Supreme |
15-Mar-2011 22:32
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i think it is easier to win money in the casino. WHY?  observe how the dealer work. stock market is just like gambling in casino, no feeling and emotion involve. only $ decide one's mood of the day. quite similiar to fortune telling or brokerage house " qoute of the day"     sometimes, hear somethings good for the ears and sometime no so good for the ears. |
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krisluke
Supreme |
15-Mar-2011 22:19
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sembmar, hmm oil falls liao. mostly will fall as well. not even becos of libya or japan thingy. TA is known as sell into strength. WB says when everyone is greedy, you shall be fearful and vice versa... the public media news make ppl feel sads for all those mishaps. But it is  unavoidable, TA study was based on those news too.TA and FA  are just about analyse the price action and the volume. beta is to gauge the volatility. Not 100% type of software available except humann brain base on past cycle experience. spend time on public media news, better to put more effort on counter FA and TA. If you stay long with a counter, you tend to understand their business core and value better. nowaday, the so-call analysis report is like an advertisement to lure ppl into stock market and then  earn a living for them through  our com. I've no doubt about their chart staring abililty, but software can be purchase broadly also. online trading is IN. just wondering how ppl trade share when internet was not so common in singapore. They study the index benchmark and gauge accordingly to the counters. The remisiers usual practice. Only those attending the briefing  might have a bit of insider tips BUT, it might turn to be a  hear say hear say. An old sayings is, a saleman will sell their product to a bigger fools if one's choose to belief, saleman job? their initial goal is to clear their stocks, good/bad they don't really care or interested. Advertisement is a bait for those eager and hunger, i mean lust by greed / fear. spend time on sgx st index, hmmm, it's wiser to read crude oil textbook. I've been studying about this for few years liao.... still plenty of rooms to learn.  
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epliew
Supreme |
15-Mar-2011 18:47
Yells: "no worries be happy !" |
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Wow, 4.96 seems reason for current situation, but I am asking myself a few questions....
Yes, japanese culture is unique and girls there are quite cute...... But this disaster took them by surprise and too much damage is done to country and their economic..... When can they recover from the shock..... It seems like not the end with nuclear spreading ..... A couple of clean up may not easy too ?
I am thinking a short term if europe and us are going downward..... The world maybe in a deep trouble.....
I am thinking to keep cash in hand as an alternative..... Since everything is going down.
If u look at the stock market almost at 2009/begining of 2010 pricing..... We are almost back to the past.... It almost certain, any bad news we will move back further....
It is most difficult time for japan.... I feel sorry for life lost and hundred thousands of homes lost in a quick few days...... And middle east I like to see peace, as I cannot understand when they fight against their own country men over whoever is the government...... But I guess this is prepare a nation to ready to supply oil to this world.....
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krisluke
Supreme |
15-Mar-2011 18:17
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But, I do like japanese culture.             " Your wish is my command, Your command is my order"                             " customers is always the come first " Should have add more if japanese culture still remain in sembmar.
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krisluke
Supreme |
15-Mar-2011 18:13
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Let's hope the gap at $6++ will be filled up soon, it should provide a strong base for the future thingy to notice: 1) an ex japanese company. 2) one new yard soon which translate into growth. 3) formerly famous for aggressive in acquisition of ikan bilis yard, perhaps now could be PPL (100% takeover)  or even bot the whole  lybra shipyard beside PPL tuas. 4) generous dividends for this year which could turn out meaning nothings in good days 5) ***management is just ok, not comparable to keppel corp style or ezra thingy |
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krisluke
Supreme |
15-Mar-2011 14:59
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To be frank, $4.96 suppose was my tgt price to add. crude oil spike was scary and i don't believe it will stay more than usd100 for long. since japan kickoff the news, anything below $5.50 is a buy/ cover back.
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epliew
Supreme |
15-Mar-2011 12:37
Yells: "no worries be happy !" |
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What do u think, can short and wait for 5 dollars to come ?
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krisluke
Supreme |
15-Mar-2011 11:25
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any one short sembmar in early morning 0900 hrs...  But one consideration, the former tan kueh kueh ceo, use to work with japanese. think of shipyard shutting down for rebuild  and sembmar going to increase yard capacity and has one new yard  to start operation by this year... It  could be sheer  luck from the misfortune. look into sub arm of sembmar, those smaller size yard.  should push  to  boost the revenue on shiprepairing / new build beside the rig thingy. my view   |
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krisluke
Supreme |
15-Mar-2011 09:55
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too much headache to stay in this kind of market. first is mid east, now japan... very hard to stay focus with so much market noise. most ppl choose to be sideline. japanese yen fall and strengthen the us dollars thus oil price fall. just check asia oil price, still maintain at usd100. BUT noise may be on inflation on food and fuel. i heard russia is helping japan to ease some fuel shortage.. looks like stocks tank with sti benchmark. nothing we can do about it. I was just wondering the dividends paid date was in may for most public listed company... perhaps it a bait for investors to stay vested. my view... for sembmar, winning more and more contracts is utmost importance for their own good. new yard at tuas view is consider a bait only.
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epliew
Supreme |
15-Mar-2011 09:50
Yells: "no worries be happy !" |
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Like u said, if the oil price goes down again, when is the dividends coming ? Everybody sell it off.... And wait for 5 dollars or lower to buy back.... Wow can short it right ?
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artng25
Senior |
15-Mar-2011 09:45
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Will oil fall ? Current tension in ME, nuclear reactors down in Japan, read somewhere that with these reactors down Japan may need to  lean more  towards oil | ||||
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krisluke
Supreme |
15-Mar-2011 09:31
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any thing below $5.00 is just a buy, but concerns on falling oil price unless sembmar won some interesting contracts :)) just wait to collect dividends. WoW 31 cents Hmm yum yum There is  a gap at $6++, hope it can fill up soon
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krisluke
Supreme |
15-Mar-2011 09:27
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fyi, i'm holding 40,000 shares on free hold, meaning no cost involve. + 10,000 shares bot at $3.48 vested for few years .. may let go at any time :)) |
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artng25
Senior |
15-Mar-2011 09:24
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Fyi, share buy back was btw $5.25 to $5.32 | ||||
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