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Keppel Corp: CS has a 2Q13 results preview (announcing on 18 Jul after-market), anticipates a record jackup delivery to drive recovery in O& M margins and expects 2Q13 net profit of $420m (represents 27% of consensus FY13 net profit of $1.56b).
CS maintain OUTPERFORM rating on Keppel Corp with TP of $13.70. CS expect a q/q improvement in the O& M margin to above 15% in 2Q13 from 14.1% in 1Q13, driven by an acceleration in rig deliveries.
In 2Q13, Keppel delivered 7 out of 20 jackup rigs due in 2013, an increase from the five units delivered in 1Q13. The rigs were delivered ahead of schedule by an average of 19 days, earning a combined bonus of US$2.2m.
Keppel Merlimau Cogen could contribute more to infrastructure profit in 2Q13 with the completion of its 400MW expansion in late March.
The average electricity pool price was firm in 2Q13, increasing to $185/MWh from $175/MWh in 1Q13, driven by a rise in electricity demand during the haze.
上 半 年 全 球 新 船 订 单 大 幅 增 长
阅 读 次 数 ： 62 发 布 日 期 ： 2013-7-10
2013年 上 半 年 全 球 新 船 订 单 同 比 增 长 40%， 韩 国 新 船 订 单 同 比 增 长 61%。
据 克 拉 克 森 的 最 新 统 计 ， 上 半 年 全 球 新 船 订 单 为 749艘 1666万 CGT， 与 去 年 同 期 的 704艘 1194万 CGT相 比 ， 增 长 了 40%。
尤 其 是 集 装 箱 船 、 散 货 船 、 油 船 等 商 船 订 单 领 域 与 2012年 上 半 年 相 比 大 幅 增 长 。 韩 国 上 半 年 共 获 得 184艘 599万 CGT， 占 全 球 新 船 订 单 的 36%， 与 去 年 上 半 年 119艘 373万 CGT， 同 比 增 长 61%。 以 DWT统 计 为 1661万 DWT， 去 年 同 期 为 777万 DWT。
从 订 单 总 额 来 看 ， 韩 国 的 新 船 订 单 总 额 仅 增 长 23%， 从 去 年 上 半 年 的 150.5亿 美 元 增 长 至 184.86亿 美 元 。 业 内 认 为 ， 2013年 新 船 订 单 价 格 触 底 ， 造 船 订 单 总 额 增 幅 较 低 ， 全 球 船 东 判 断 ， 眼 下 正 是 进 行 新 船 项 目 的 最 佳 时 机 。
2013年 上 半 年 ， 中 国 船 厂 共 获 得 347艘 657万 CGT新 船 订 单 ， 占 全 球 新 船 订 单 量 的 39.5%， 与 去 年 同 期 263艘 383万 CGT相 比 ， 增 长 了 72%。
国 际 船 舶 网
drifter198 greetings.
when the money flow back into sin city, this one can float.
True. Many funds have been forecasting > $12 for quite some time..not sure when will hit though
pasttime ( Date: 12-Jul-2013 10:55) Posted:
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take profit never wrong.
this is fun manager darling . so have more fun .
Sian...profit taking day.
tap said to continue open for a while longer. risk on time?
Attempt to break the 30 days MA twice failed. Today if it can break 10.55 (30 days MA) it may try to move up to the 60 days MA at 10.70. Clearly it is still on a down trend unless the price is able to stay above all MAs.
Huh? What gap?
JarolLo ( Date: 14-Jun-2013 13:30) Posted:
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I just noticed there is a gap on 21/22 Nov 2012 between 9.96 and 10.14. The market may come down to close the gap. Take note for s/t players.
ahmah00 ( Date: 14-Jun-2013 12:29) Posted:
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i keep for kep corp for its good dividends and perks like bonus shares from time-to-time. I bought it with CPF money since I can't take the money out to use also. So now my CPF acct got small lots here and there frm keppel.
Thanks for the advice,Yiming.
Have been keeping this stock for the past 3 years and hardly make much.Guess its growth potential is limited with china shipyards stealing their work orders.
yiming2000 ( Date: 14-Jun-2013 12:07) Posted:
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Friend Octavia, there is fear in the market. It does not matter what the fundamentals are, bear sentiments will drive stock price down as investors run for cover. Right now, Asian emerging markets are vulnerable as hot money money flows out.
Only the really brave investor will buy as the price drops further to 9.50 and lower.
Nomura maintains Buy with $13.20 TP. House met Keppel Offshore and Marine management today during a shipyard tour with investors. Key discussion points: 1) continued order strength in Jack-ups and Semi-subs 2) competition from Chinese and Korean yards is not a key threat near term as house note established operators continue to primarily use Singapore yards given proven execution capabilities. Margin guidance was maintained at ~10-12%, although house believe there is potential upside from higher orders for conversions/upgrades and owndesign vessel deliveries. With undemanding valuations and an attractive dividend yield of 4.5%, house reiterate its BUY rating.
KC broke the important 1045 support today to close at 1033 after hitting a low of 1023
Immediate support at 1020
Natural support at 1000
Immediate support at 1020
Natural support at 1000
Rig order upswing benefits Singapore yards - Maybank
An uptrend in rig order cycle will help Singapore's rig builders shrug off competition from peers in China and South Korea, and boost their share prices, said Maybank Kim Eng in a research note.
Yeak Chee Keong, a Maybank analyst, preferred Sembcorp Marine, which underperformed cross-town rival Keppel Corp but boasts a better earnings growth profile.
Rig ordering cycle is still on an uptrend, Yeak wrote, The surprise upside in jackup orders in the first half of the year would only serve to boost the impending cycle.
He expects two Singapore yards to secure total orders of $11 billion in fiscal year 2013, up from $8 billion last year, excluding those related to Petroleo Brasileiro SA (Petrobras).
Competition from Chinese yards, which offer price discounts and attractive financing terms, is unlikely to pose a serious threat to the Singapore yards for the time being as most top drilling companies remain sceptical on whether the Chinese can deliver quality products on time, he added.
Keppel shares were trading at $10.56, and have fallen 1.5% year to date, while Sembcorp Marine have fallen 7% so far this year, against a 1.4% rise in Singapore's benchmark Straits Times Index .
Yeak trimmed the target price on Keppel to $12.50 from $12.85, but kept the target price for Sembcorp Marine unchanged at $5.40.
Hang in there for a rough ride. Market is trending down on bad sentiments.
See you guys on the other side of this bear run.
looks like kepcorp rebounded off 10.48..thanks for info marubozu
KepCorp is just sitting on the long term uptrend support now.
http://mystocksinvesting.com/singapore-stocks/keppel-corp/kepcorp-technically-bearish/
stemplar ( Date: 01-Jun-2013 10:31) Posted:
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any info on kepcorp's support levels?