Home
Login Register
Seatrium    Last:0.091   -

Sembmarine

 Post Reply 2901-2920 of 3003
 
Pleiades
    15-May-2008 23:13  
Contact    Quote!


Currently TA indicators bearish. Technical retracement to 61.8% fibo ($3.95) possible. Prep ammo to build in at that price.
 
 
Sept11
    15-May-2008 15:41  
Contact    Quote!


The boat going to depart liao, come on, hop in.....
 
 
Sept11
    15-May-2008 15:35  
Contact    Quote!
The boat is awaiting for you @ 4.10.... Boarding???

stevenkoh1981      ( Date: 08-May-2008 11:35) Posted:



Smiley Miss the boat, it will go up till 4.40, which is the 3rd point of FAB point,

pls do your own research

 

 
DnApeh
    13-May-2008 12:43  
Contact    Quote!
Volume is picking up.
 
 
hawke009
    09-May-2008 12:57  
Contact    Quote!


I should hold... what a waste to sell earlier.
 
 
Sporeguy
    09-May-2008 00:29  
Contact    Quote!
If breaks $4.20, it may reach $4.50 in about 1 month's time using parallel trend lines.
 

 
shplayer
    08-May-2008 16:27  
Contact    Quote!


Ship/Rig building and repair business are medium to long term projects and seasonal fluctuations is not a major factor. As such, it is better to compare QoQ results as opposed to YoY.

YoY, the 1Q08 results looks pretty decent but if you compare QoQ, the result is not impressive at all.

             1Q08       1Q07          %              4Q07         %
Turnover 916,118 953,743 -3.94% 1,336,713 -31.46%
COS -819,350 -873,299 -6.18% -1,177,509 -30.42%
Gross Profit 96,768 80,444 20.29% 159,204 -39.22%
Other opn income 12,220 7,844 55.79% 18,688 -34.61%
Other opn Exp -6,557 -92 7027.17% -10,935 -40.04%
G&A Exp -22,967 -14,095 62.94% -40,128 -42.77%
Operation Profit 79,464 74,101 7.24% 126,829 -37.35%


From the above QoQ, looks like turnover is lower and margins are being squeezed. It may be adviseable to temper exuberance.

Personnal opinion.

 
 
 
stevenkoh1981
    08-May-2008 11:35  
Contact    Quote!


Smiley Miss the boat, it will go up till 4.40, which is the 3rd point of FAB point,

pls do your own research
 
 
cyjjerry85
    08-May-2008 09:58  
Contact    Quote!
performing in a solid manner this morning
 
 
achoon
    02-May-2008 09:27  
Contact    Quote!


To all,

Lesson learned. Thanks
 

 
shplayer
    30-Apr-2008 21:11  
Contact    Quote!


achoon,

For Bonus issues, the postscrips against the counter will be CB (cum bonus) and XB (exercise bonus).....different from CD and XD for dividents.
 
 
OneSharer
    30-Apr-2008 19:10  
Contact    Quote!


Hi achoon

Think you are referring to bonus issue.  Won't get this time.     


If you are qualified, will only get cash dividend this time. 

You can check this info by going to SGX website, click Price, select Semb Marine, select Bonus/Dividend info. 
 
 
achoon
    30-Apr-2008 18:06  
Contact    Quote!

Thanks for the info.

But I remember last year during Aug/Sept Sembmar also have XD but they give extra shares (every 5 lots gets 2 lots free, I got 1.2 lot free).

So how can I tell this time will I get shares or cash??



cyjjerry85      ( Date: 30-Apr-2008 11:06) Posted:

XD = Exercise Dividend 

when u hold it during CD (Cum Dividend) ...the companies gives out cash to reward its shareholders..yep u r rite to say holders of Semb Mar will get their share of dividends

normally after XD...a share price will drop...usually la..not always though...tt's becoz after getting the dividend...ppl sell off that counter



achoon      ( Date: 30-Apr-2008 10:55) Posted:



Sorry as I'm new to this game, can anyone tell me what is XD? Is holder of Sembmar getting extra share or cash?

Thanks


 
 
L.....
    30-Apr-2008 11:07  
Contact    Quote!
waiting.. ok la i more modest 3.5 is good lvl to be in
 
 
cyjjerry85
    30-Apr-2008 11:06  
Contact    Quote!

XD = Exercise Dividend 

when u hold it during CD (Cum Dividend) ...the companies gives out cash to reward its shareholders..yep u r rite to say holders of Semb Mar will get their share of dividends

normally after XD...a share price will drop...usually la..not always though...tt's becoz after getting the dividend...ppl sell off that counter



achoon      ( Date: 30-Apr-2008 10:55) Posted:



Sorry as I'm new to this game, can anyone tell me what is XD? Is holder of Sembmar getting extra share or cash?

Thanks

 

 
achoon
    30-Apr-2008 10:55  
Contact    Quote!


Sorry as I'm new to this game, can anyone tell me what is XD? Is holder of Sembmar getting extra share or cash?

Thanks
 
 
lucky168
    30-Apr-2008 03:41  
Contact    Quote!


be patient, wait for 3.35
 
 
daniel360
    29-Apr-2008 23:28  
Contact    Quote!

Shplayer,

Thanks for the brief history lesson in Sembcorp. I agreed with you on the divestment of SembLog but I guess its a decision someone has to make and he took it. Good or bad, I suppose its which side of the coin we chose to look at.



shplayer      ( Date: 28-Apr-2008 15:23) Posted:

Daniel,

Yes, TKF is doing a good job at SembCorp when compared to his 2 predecessors. PY of course bankrupted the company during his tenure requiring a bailout in the form of a merger with STIC. Then he had to step down and got his buddy WKS to assume the post of CEO....mind you PS is non exec chairman, so his role is different from PY (exec Chmn) and LCO of KC.

Given his intellect, I think WKS could have done much better.....but I think he was constrained in some of his decisions for the sake of his friend PY (did'nt want to make him look too bad). One of WKS's big blunder was to fight the Solitaire case. Original damages was about $250m....but because he fought on the case, SCI ended up paying >650m in damages plus several millions in legal fees....the settlement was achieved when TKF took over. Because of the increased settlement costs, SCI had to divest the very profitable SembLog to raise the cash.....losing one important leg of SCI.

Personnal opinion.



daniel360      ( Date: 22-Apr-2008 21:16) Posted:

i always thought the current ceo has done a good job in driving up the share price of sembcorp, after all the price did moved up after taking charge. i am vested in this counter (sembcorp), care to share your views?



 
 
zhuge_liang
    28-Apr-2008 23:02  
Contact    Quote!


Update on the Carioca field.

Brazil's plan to become one of the world's biggest oil exporters hinges on exploiting crude 6 miles below the ocean surface in deposits so hot they can melt the metal used to carry uranium to nuclear plants.

Tapping what may be the biggest oil finds in the Western Hemisphere in 3 decades will require equipment that can withstand 18,000 pounds per square inch of pressure, enough to crush a pickup truck, pipes that can carry oil at high temperatures above 500 degrees Fahrenheit (260 Celsius) and drill bits that can penetrate layers of salt more than one mile thick.

Petroleo Brasileiro SA, the state-controlled oil company, is betting on the Tupi and Carioca fields to become one of the world's 7 biggest crude exporters. Until the tools needed to exploit the reservoirs are invented, the crude will remain locked under the sea, said Matt Cline, a U.S. Energy Department economist.

The obstacles will discourage development unless crude prices stay high, said Tina Vital, an analyst at Standard & Poor's in New York.

Brazil Oil Trapped by 500-Degree Heat, Salt Barrier
 
 
L.....
    28-Apr-2008 19:18  
Contact    Quote!


tmrw in focus

the two sembs

Bitmap
SEMBCORP INDUSTRIES LTD
DIVIDEND : SGD 0.15 FINAL ONE-TIER TAX 29-Apr-08 2-May-08 15-May-08
Bitmap
SEMBCORP MARINE LTD
DIVIDEND : SGD 0.0516 FINAL ONE-TIER TAX 29-Apr-08 2-May-08 16-May
 
Important: Please read our Terms and Conditions and Privacy Policy .