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Def i nite ly stay out from this counter.
what e new?
anyone.
@bisong,
thanks for the news update , will stay out then.
Thanks Bsiong for sharing the news. Really bad news for SMM.....stay out for now.
SP: O&M Sector: Petrobras rig tender - SembMarine is out, but Keppel still has a chance
Local Brazilian shipyard EAS has submitted the lowest bid in the two shipyard packages (total: 9 rigs) of the Petrobras' 28-rig tender. Bid results are as below.
Sembcorp Marine (SMM) appears to be out of the game while Keppel still has a good chance in rig contractor package as three different rig contractors - Etesco, Petroserv and Queiroz Galvao - intend to use Keppel's Brazilian shipyard to fabricate a total of 6 rigs.
FYI
Heavy loss today -5.2%. Any clue what's going on?
Sembcorp Marine - Technical Analysis
Sembcorp Marine stock has established a consolidation pattern after it set a high at 5.20 two weeks ago. It held support at the 20-day moving average up to now. A decisive break above the short-term downtrend line currently near 5.05 would suggest resumption of the major strong bull trend. Possible upside targets remain located at the multi-year high 5.20 and then near the 2007 peak of 5.70. A drop below the low of the current consolidation at 4.85 and then gap support 4.79 would indicate a deeper pullback near-term. The stock should then find support around 4.50.
DB Warrants Team
/i came i read i posted fyi only, this is not an invitation to trade/
so bad....
Bluevaio ( Date: 26-Nov-2010 13:22) Posted:
| Euro is near major support of 1.3260, if broken will be start of down trend. Hopefully can rebound from here, then the up trend still intact...
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Euro is near major support of 1.3260, if broken will be start of down trend. Hopefully can rebound from here, then the up trend still intact...
B if the news from spain is bad..... euro coming down.....
bsiong ( Date: 20-Nov-2010 10:36) Posted:
Make a guess, direction A or B ?
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sorry working in the engineering field we also take and order and sales differently.....
order is something you project or win..... but sales is the actual receiving or completion of project. but the key is order can be cancel if not postponed ?
world is turning upside down..... be prepared for the unexpected..... just a friendly advice for those that already make a good profit.
formulaone ( Date: 25-Nov-2010 17:55) Posted:
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ANG MO Brokerage HOUSE, Rig builder SMM, SCI also involved. MS Rating chin LOW.
STOCK EXCHANGE SMM TO SCI or KEPPEL CORP LOR
Morgan Stanley says “order pipelines for the SG yards have grown again since we last updated them in October,” with SMM, Keppel securing new orders with embedded options for extra future work.
Now expects $9.15 billion 2011 total order intake for Keppel (vs $4.20 billion previously),
$11.01 billion for SMM (vs $4.01 billion).
Ups SMM’s target to $5.15 vs $4.15, keeps Equalweight rating,
Ups Keppel’s target to $12.25 vs $11.00, keeps Overweight rating,
Ups SembCorp Industries’ target to $6.20 from $5.15, keeps Overweight rating.
Prefers laggards Sembcorp Industries, Keppel;
Says SMM order pipeline very strong, “but multiple is full.”
enghou ( Date: 25-Nov-2010 16:34) Posted:
From Morgan Stanley (MS) :**SPORE O&M: Improving Margin & Orders...BUY KEP & SCI**
MS Analyst Conrad WERNER upgrades Singapore Industrials Industry view from In-Line -> Attractive. Last week, Global Oil Services Analyst Ole Slorer highlighted that next O&M new build cycle appears underway (see bbg below)
** Order pipelines are growing & becoming increasingly visible
** Better margin outlook: At MS Asia Pacific Summit, SembCorp Marine indicated that margins on new order would be in-line with historical orders. While MS is more conservative here (recent Samsung Heavy drillship orders imply some deterioration in margins, albeit from a high level + similar outcome for Dryships' four options
-> MS upgrade in margin assumption mainly comes from higher margins on historical orders, which continue to surprise on the upside. MS also raises estimates for high margin repair revenues.
** MS earnings forecasts are significantly higher than consensus for 11e/12e -> Expect consensus to move up as new orders are announced.
BUY THE LAGGARDS: Switch from SMM to KEP & SCI RIG DEMANDS FOR NEXT CYCLE TO BE ROBUST:
** SEADRILL firmly in lead...acquiring 2+2 Option on 7th-Gen Drillship from Samsung, 4+2 option on Jackups from Dalian, 2+4 on JUs from Jurong/Spore
** TOTAL gave bullish outlook on ANGOLA estimating 20bn bbls of exploration potential on top of 26bn bbls discovered to date...Analogous to BRAZIL?
-> Ongoing license rounds focusing on pre-salt are generating huge interest
-> Acceleration of Angola deepwater in 2011, with the first pre-salt well scheduled for early 2011 and two more wells shortly thereafter, could coincide with a ramp in Brazil deepwater activity, soaking up service and drilling capacity ** Perfect (order) storm is brewing for the Rig builders mid-longer term!
Make love more, don't make more enemies |
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WOW.. RATING NOT BAD . CHUN CHUN TOUCH my HEART & SOul on INVESTING IDEA
CLEVER WAY : DIVERSIFY
LIQUIDATE WHOEVER RUN UP THE MOST 
ANG MO Brokerage HOUSE, Rig builder SMM, SCI also involved. MS Rating chin LOW.
STOCK EXCHANGE SMM TO SCI or KEPPEL CORP LOR
Morgan Stanley says “order pipelines for the SG yards have grown again since we last updated them in October,” with SMM, Keppel securing new orders with embedded options for extra future work.
Now expects $9.15 billion 2011 total order intake for Keppel (vs $4.20 billion previously),
$11.01 billion for SMM (vs $4.01 billion).
Ups SMM’s target to $5.15 vs $4.15, keeps Equalweight rating,
Ups Keppel’s target to $12.25 vs $11.00, keeps Overweight rating,
Ups SembCorp Industries’ target to $6.20 from $5.15, keeps Overweight rating.
Prefers laggards Sembcorp Industries, Keppel;
Says SMM order pipeline very strong, “but multiple is full.”
enghou ( Date: 25-Nov-2010 16:34) Posted:
From Morgan Stanley (MS) :**SPORE O&M: Improving Margin & Orders...BUY KEP & SCI**
MS Analyst Conrad WERNER upgrades Singapore Industrials Industry view from In-Line -> Attractive. Last week, Global Oil Services Analyst Ole Slorer highlighted that next O&M new build cycle appears underway (see bbg below)
** Order pipelines are growing & becoming increasingly visible
** Better margin outlook: At MS Asia Pacific Summit, SembCorp Marine indicated that margins on new order would be in-line with historical orders. While MS is more conservative here (recent Samsung Heavy drillship orders imply some deterioration in margins, albeit from a high level + similar outcome for Dryships' four options
-> MS upgrade in margin assumption mainly comes from higher margins on historical orders, which continue to surprise on the upside. MS also raises estimates for high margin repair revenues.
** MS earnings forecasts are significantly higher than consensus for 11e/12e -> Expect consensus to move up as new orders are announced.
BUY THE LAGGARDS: Switch from SMM to KEP & SCI RIG DEMANDS FOR NEXT CYCLE TO BE ROBUST:
** SEADRILL firmly in lead...acquiring 2+2 Option on 7th-Gen Drillship from Samsung, 4+2 option on Jackups from Dalian, 2+4 on JUs from Jurong/Spore
** TOTAL gave bullish outlook on ANGOLA estimating 20bn bbls of exploration potential on top of 26bn bbls discovered to date...Analogous to BRAZIL?
-> Ongoing license rounds focusing on pre-salt are generating huge interest
-> Acceleration of Angola deepwater in 2011, with the first pre-salt well scheduled for early 2011 and two more wells shortly thereafter, could coincide with a ramp in Brazil deepwater activity, soaking up service and drilling capacity ** Perfect (order) storm is brewing for the Rig builders mid-longer term!
Make love more, don't make more enemies |
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Vol SO so, BUT touch tuesday high. Players stay side way these days
krisluke ( Date: 25-Nov-2010 10:14) Posted:
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Comin'!!!! volume increases, price movin' 
formulaone ( Date: 25-Nov-2010 09:17) Posted:
Weird!!! 60 lots done @ 490 on 0835hrs.
0859hrs jump starts @ 497
anyone explain this. |
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From Morgan Stanley (MS) :
**SPORE O&M: Improving Margin & Orders...BUY KEP & SCI**
MS Analyst Conrad WERNER upgrades Singapore Industrials Industry view from In-Line -> Attractive. Last week, Global Oil Services Analyst Ole Slorer highlighted that next O&M new build cycle appears underway (see bbg below)
** Order pipelines are growing & becoming increasingly visible
** Better margin outlook: At MS Asia Pacific Summit, SembCorp Marine indicated that margins on new order would be in-line with historical orders. While MS is more conservative here (recent Samsung Heavy drillship orders imply some deterioration in margins, albeit from a high level + similar outcome for Dryships' four options
-> MS upgrade in margin assumption mainly comes from higher margins on historical orders, which continue to surprise on the upside. MS also raises estimates for high margin repair revenues.
** MS earnings forecasts are significantly higher than consensus for 11e/12e -> Expect consensus to move up as new orders are announced.
BUY THE LAGGARDS: Switch from SMM to KEP & SCI RIG DEMANDS FOR NEXT CYCLE TO BE ROBUST:
** SEADRILL firmly in lead...acquiring 2+2 Option on 7th-Gen Drillship from Samsung, 4+2 option on Jackups from Dalian, 2+4 on JUs from Jurong/Spore
** TOTAL gave bullish outlook on ANGOLA estimating 20bn bbls of exploration potential on top of 26bn bbls discovered to date...Analogous to BRAZIL?
-> Ongoing license rounds focusing on pre-salt are generating huge interest
-> Acceleration of Angola deepwater in 2011, with the first pre-salt well scheduled for early 2011 and two more wells shortly thereafter, could coincide with a ramp in Brazil deepwater activity, soaking up service and drilling capacity ** Perfect (order) storm is brewing for the Rig builders mid-longer term!Make love more, don't make more enemies
Comin'!!!! volume increases, price movin'
formulaone ( Date: 25-Nov-2010 09:17) Posted:
Weird!!! 60 lots done @ 490 on 0835hrs.
0859hrs jump starts @ 497
anyone explain this. |
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Weird!!! 60 lots done @ 490 on 0835hrs.
0859hrs jump starts @ 497
anyone explain this.
Something to cheer on...... Smars up trend broke leow. May re-enter then on 29 months old resistance price. Depend on how thing get movin' on
OIL PRICES RALLY DESPITE RISING US CRUDE INVENTORIES
NEW YORK: Oil prices jumped on Wednesday, despite news of a surprise gain in US crude reserves, as traders reacted to a raft of positive economic data in the key energy-consuming nation.
New York's main contract, light sweet crude for January, soared 2.61 dollars to close at 83.86 dollars per barrel.
Brent North Sea crude for delivery in January leaped 2.59 dollars to 85.84 dollars a barrel in London.
The US Department of Energy announced on Wednesday that US crude oil inventories rose by one million barrels in the week ending November 19.
That confounded market expectations for a heavy drop of 1.9 million in the key energy consuming nation.
However, crude futures were propelled higher as positive news on unemployment, consumer spending and wages bolstered belief that the US economic recovery was far from dead.
Claims for unemployment benefits fell more than expected last week, compounding a choppy, but steady downward trend seen in recent weeks.
The Labour Department said new claims had fallen to 407,000 in the week to 20 November, down 34,000 from the week before.
New claims have been stuck above 450,000 for most of the year, so the breakout was seen as evidence that sky-high unemployment may soon edge downward.
The oil market remains under pressure, meanwhile, amid stubborn fears over the impact of the eurozone crisis and simmering tensions on the Korean peninsula.
World financial markets have been rocked this week by eurozone debt worries and North Korea firing dozens of artillery shells onto a South Korean island on Tuesday, killing four people and triggering an exchange of fire.
"The oil market is under pressure, with crude oil prices consolidating around the 82 dollars-per-barrel area," said Sucden analyst Myrto Sokou.
"For the rest of the week, volumes might be light with choppy trading conditions due to the US Thanksgiving holiday (on Thursday)."
- AFP/de
Friday......... force selling.......
Monday.......... Again force selling.......
Tues,
Let hope price don't scramble below 496 ..........
Hrm............,
A strong rebound Wednesday........
The two geen lines ticking up supporting the price , suggest that smar trend is still movin' up.
Now ireland Rescue.
China and Hk curb hot money from flowing in...........
Hot money then flow into Singapore........... Nxt Portugal................ After Spain.........................
We will have a "Spainese BULL RUN"
Smarss..................... <600......
Just from my view : )
bsiong ( Date: 20-Nov-2010 10:36) Posted:
Make a guess, direction A or B ?
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Make a guess, direction A or B ?/
