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Self centered people not open to comments really should not waste time at a forum :D
jamesng ( Date: 13-Mar-2011 16:06) Posted:
You don't know the reason....you better don't invest...not going to waste time on people like you....do read more....
muifan ( Date: 12-Mar-2011 15:14) Posted:
Still dont understand why pple like to link this with kepcorp and semarine...
somemore can compare PE directly somemore hah |
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You don't know the reason....you better don't invest...not going to waste time on people like you....do read more....
muifan ( Date: 12-Mar-2011 15:14) Posted:
Still dont understand why pple like to link this with kepcorp and semarine...
somemore can compare PE directly somemore haha
jamesng ( Date: 12-Mar-2011 14:45) Posted:
| PE also lower, think as much as 50% lower than Kepcorp.... |
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i havent slept since yesterday night..
OT :P
muifan ( Date: 13-Mar-2011 11:06) Posted:
haha u so early wake up liao
ya i was replying to the previous post regarding STXOSV trading at 50% discount comparing to keppel
even now statistics or ratio is good,
but TREND is KING...trend is bearish now due to so many disasters and unrest
rotijai ( Date: 13-Mar-2011 11:03) Posted:
i never compare.. i am just stating wat they do in business
i never really believe in PE ratio lately.. unless i intend to hold super long ter |
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haha u so early wake up liao
ya i was replying to the previous post regarding STXOSV trading at 50% discount comparing to keppel
even now statistics or ratio is good,
but TREND is KING...trend is bearish now due to so many disasters and unrest
rotijai ( Date: 13-Mar-2011 11:03) Posted:
i never compare.. i am just stating wat they do in business
i never really believe in PE ratio lately.. unless i intend to hold super long term
muifan ( Date: 13-Mar-2011 10:55) Posted:
Still...
cannot compare KEPCORP PE ratio to STXOSV PE ratio
and conclude...STXOSV is trading at discount as compared to KEP CORP : |
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i never compare.. i am just stating wat they do in business
i never really believe in PE ratio lately.. unless i intend to hold super long term
muifan ( Date: 13-Mar-2011 10:55) Posted:
Still...
cannot compare KEPCORP PE ratio to STXOSV PE ratio
and conclude...STXOSV is trading at discount as compared to KEP CORP :D
rotijai ( Date: 13-Mar-2011 09:33) Posted:
| it's building ships tat are involved in oil-rigs (oil exploration and digging |
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Still...
cannot compare KEPCORP PE ratio to STXOSV PE ratio
and conclude...STXOSV is trading at discount as compared to KEP CORP :D
rotijai ( Date: 13-Mar-2011 09:33) Posted:
it's building ships tat are involved in oil-rigs (oil exploration and digging)
muifan ( Date: 13-Mar-2011 09:16) Posted:
| ship builders vs rig builder |
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it's building ships tat are involved in oil-rigs (oil exploration and digging)
muifan ( Date: 13-Mar-2011 09:16) Posted:
ship builders vs rig builders
New123 ( Date: 12-Mar-2011 20:07) Posted:
| Oil rigs require offshore support vessels for a variety of reasons – tugs to move rigs or heavy equipment/machinery, as a supplies vessel, anchor handling. Some offshore support vessels are even equipped with special equipment with fire fighting capabilities. • STX OSV builds Anchor Handling Tugs Supply (AHTS) vessels and Platform Supply Vessels (PSVs). AHTS vessels are multi function vessels, which can handle anchors for rigs, move or tug the rigs to their destinations as well as transport supplies/equipment. Platform Supply Vessels on the other hand can be considered as the transport trucks of the sea. Their main function is to transport supplies, machinery and equipment. • In our view, STX OSV could be a potential beneficiary from increasing oil rigs orders in recent times. • The stock is currently trading at 8.8x CY12 P/E, slightly above offshore support vessels peer historical 5-year forward average valuations. However, in view of its scale and strong order book outstanding (estimated S$4.2bn for FY2010), we argue that STX OSV should be trading at a premium to its peers, and should be trading closer to the valuation multiples of rigbuilders. We have an Outperform recommendation with TP of S$1.60, based on 11x CY12 P/E. (quote from Cimb) |
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ship builders vs rig builders
New123 ( Date: 12-Mar-2011 20:07) Posted:
| Oil rigs require offshore support vessels for a variety of reasons – tugs to move rigs or heavy equipment/machinery, as a supplies vessel, anchor handling. Some offshore support vessels are even equipped with special equipment with fire fighting capabilities. • STX OSV builds Anchor Handling Tugs Supply (AHTS) vessels and Platform Supply Vessels (PSVs). AHTS vessels are multi function vessels, which can handle anchors for rigs, move or tug the rigs to their destinations as well as transport supplies/equipment. Platform Supply Vessels on the other hand can be considered as the transport trucks of the sea. Their main function is to transport supplies, machinery and equipment. • In our view, STX OSV could be a potential beneficiary from increasing oil rigs orders in recent times. • The stock is currently trading at 8.8x CY12 P/E, slightly above offshore support vessels peer historical 5-year forward average valuations. However, in view of its scale and strong order book outstanding (estimated S$4.2bn for FY2010), we argue that STX OSV should be trading at a premium to its peers, and should be trading closer to the valuation multiples of rigbuilders. We have an Outperform recommendation with TP of S$1.60, based on 11x CY12 P/E. (quote from Cimb) |
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wow THE order book got 4.2 billion still outstanding...omg!
I also haf kep corp... i hope both huat to the sky from Monday onwards.......
huat huat huat huat huat huat!!!
Oil rigs require offshore support vessels for a variety of reasons – tugs to move rigs or heavy equipment/machinery, as a supplies vessel, anchor handling. Some offshore support vessels are even equipped with special equipment with fire fighting capabilities. • STX OSV builds Anchor Handling Tugs Supply (AHTS) vessels and Platform Supply Vessels (PSVs). AHTS vessels are multi function vessels, which can handle anchors for rigs, move or tug the rigs to their destinations as well as transport supplies/equipment. Platform Supply Vessels on the other hand can be considered as the transport trucks of the sea. Their main function is to transport supplies, machinery and equipment. • In our view, STX OSV could be a potential beneficiary from increasing oil rigs orders in recent times. • The stock is currently trading at 8.8x CY12 P/E, slightly above offshore support vessels peer historical 5-year forward average valuations. However, in view of its scale and strong order book outstanding (estimated S$4.2bn for FY2010), we argue that STX OSV should be trading at a premium to its peers, and should be trading closer to the valuation multiples of rigbuilders. We have an Outperform recommendation with TP of S$1.60, based on 11x CY12 P/E. (quote from Cimb)
Still dont understand why pple like to link this with kepcorp and semarine...
somemore can compare PE directly somemore haha
jamesng ( Date: 12-Mar-2011 14:45) Posted:
| PE also lower, think as much as 50% lower than Kepcorp.... |
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PE also lower, think as much as 50% lower than Kepcorp....
$3 will be a bit high as of now.....$2 first...it order book is about the same as KepCorp.....
OUTPERFORM...TP 3 DOLLARS ...JUST GIF IT A LITTLE TIME AND LOTS OF PATIENCE...THINK CAN TIOK.
what happened to all the excitement on this counter just a couple of months ago???? anyone else collected? price looks good for dividend coming in April...dont you think?
some bargain hunters are collecting now.
bot at 109...hope i be ok......dividends coming...hutchison ipo listing may also gif this a boost... election coming...oso can gif boost....hmmmmmmm
agreed but investor can collect them at lower price.
risktaker ( Date: 07-Mar-2011 11:37) Posted:
Theres limited no of BB in SG mkt.... STXOSV has been played from $0.70+ to $1.30+ ..... they have switched to other counter.... Remember like you say there are other counters too.... if other counters are more rewarding .... BB will dump and play other better counters...
Dont be emotional with stocks and dont always use historical price as a gauge..... It will require a fresh stream of positive news inorder for STXOSV to be in favour again. Which is quite unlikely atm
New123 ( Date: 07-Mar-2011 11:33) Posted:
I thought this counter is also quite related to Oil and gas business? If Kep corp and Semb Marine is benefiting due to the increases in oil prices then STXOSV should also benefit likewise???
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I think can consider to buy at $1.05 .
they should move after the oil drops below 100..
currently i guess they are still 'lost' in direction
New123 ( Date: 08-Mar-2011 15:23) Posted:
May be a false signal...
rotijai ( Date: 08-Mar-2011 14:42) Posted:
| finally all the shipping counters show some movements. |
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