Welcome Guest ( Log In | Register )

330 Pages « < 12 13 14 15 16 > » Bottom

Outline · [ Standard ] · Linear+

 SGX Counters, Discussion on Counters in the SGX

views
     
TSHansel
post Jan 13 2016, 01:41 PM

Look at all my stars!!
*******
Senior Member
9,361 posts

Joined: Aug 2010
QUOTE(elea88 @ Jan 13 2016, 08:12 AM)
Bought 100unit KEP CORP 5.31... test test... Suppose to wait till 4.80. but hand itchy.
*
It's okay,... buy in small batches, as in your minimum quantity now. Can average down later. With minimum holdings, it will entitle you to go for AGMs and EGMs. You will also be entitled to participate in Rights Issues, etc,... Go for whatever functions available,... it will give you a 'feel' of the company.
TSHansel
post Jan 13 2016, 01:42 PM

Look at all my stars!!
*******
Senior Member
9,361 posts

Joined: Aug 2010
QUOTE(AVFAN @ Jan 13 2016, 10:33 AM)
i'm selling my singtel.

net of 2 rounds of dividends, small loss.

sgx looks weak, worldwide also weak.

better hide under reits or keep usd. tongue.gif
*
Yes,... it's better to wait now,... 2008 coming,....

Steady, steady,....

prophetjul
post Jan 13 2016, 02:25 PM

10k Club
********
All Stars
12,268 posts

Joined: Oct 2010

QUOTE(Hansel @ Jan 13 2016, 01:41 PM)
It's okay,... buy in small batches, as in your minimum quantity now. Can average down later. With minimum holdings, it will entitle you to go for AGMs and EGMs. You will also be entitled to participate in Rights Issues, etc,... Go for whatever functions available,... it will give you a 'feel' of the company.
*
i visit their shipyards and meet their directors. biggrin.gif
TSHansel
post Jan 13 2016, 03:47 PM

Look at all my stars!!
*******
Senior Member
9,361 posts

Joined: Aug 2010
QUOTE(prophetjul @ Jan 13 2016, 02:25 PM)
i visit their shipyards and meet their directors.  biggrin.gif
*
Yes, of course,... but shipyards are not their only business sectors,... biggrin.gif Loh Chin Hua could be misleading you. biggrin.gif

prophetjul
post Jan 13 2016, 03:57 PM

10k Club
********
All Stars
12,268 posts

Joined: Oct 2010

QUOTE(Hansel @ Jan 13 2016, 03:47 PM)
Yes, of course,... but shipyards are not their only business sectors,... biggrin.gif Loh Chin Hua could be misleading you.  biggrin.gif
*
Yeah. But thats a big part of their biz. Last year has been bad for their shipyards
TSHansel
post Jan 13 2016, 08:08 PM

Look at all my stars!!
*******
Senior Member
9,361 posts

Joined: Aug 2010
QUOTE(prophetjul @ Jan 13 2016, 03:57 PM)
Yeah. But thats a big part of their biz. Last year has been bad for their shipyards
*
KepCorp has time and again emphasized that their business activities are diversified enough to withstand the oil downturn. They have even said that their shipyards would still have a lot of work in 2016 and 2017,... they called it 'the next two years' in the last two quarterly reports.

I can't remember how bad their shipyards have done, I only remembered that their rig-business have brought in bad results. Shipyard business and rig-business are two different lines of business.
Vector88
post Jan 13 2016, 11:09 PM

Enthusiast
*****
Senior Member
817 posts

Joined: Aug 2012
https://www.fool.sg/2016/01/12/a-tsunami-ma...orp-marine-ltd/

Hansel, elea88 and whoever interested in sembcorp and keppel, have a look at the article above and do furher due diligence...
prophetjul
post Jan 14 2016, 08:51 AM

10k Club
********
All Stars
12,268 posts

Joined: Oct 2010

QUOTE(Hansel @ Jan 13 2016, 08:08 PM)
KepCorp has time and again emphasized that their business activities are diversified enough to withstand the oil downturn. They have even said that their shipyards would still have a lot of work in 2016 and 2017,... they called it 'the next two years' in the last two quarterly reports.

I can't remember how bad their shipyards have done, I only remembered that their rig-business have brought in bad results. Shipyard business and rig-business are two different lines of business.
*
Their shipyard at least in SG are very low in work volume, especially on conversions. 2017 has 2 probables.......compared with 4/5years ago where they had in excess of 10/12 work orders at a time!

i happen to have a report. biggrin.gif

They probably have some maintenance works which are low budget work items. These are not affected by O n G

They have some 6 yards around the world! Some are pretty new. So you can imagine the impact on these yards. They are the biggest converter of FPSOs in the world. With O n G down, the FPSO mkt is almost at a standstill.
Vector88
post Jan 14 2016, 09:09 AM

Enthusiast
*****
Senior Member
817 posts

Joined: Aug 2012
Sibeh red today, esp keppel.. Broke 5 bucks within 10mins of trading...
AVFAN
post Jan 14 2016, 09:11 AM

20k VIP Club
*********
All Stars
24,454 posts

Joined: Nov 2010
i failed to sell my Singtel yesterday at 3.59.

today will try 3.55. sad.gif
TSHansel
post Jan 14 2016, 11:12 AM

Look at all my stars!!
*******
Senior Member
9,361 posts

Joined: Aug 2010
QUOTE(Vector88 @ Jan 14 2016, 09:09 AM)
Sibeh red today, esp keppel.. Broke 5 bucks within 10mins of trading...
*
Hi Vector,... tq for the report in your previous post.

The momentum by which the price dived from 5.20 yesterday to today's 4.90 is scary,... why, because it defies the graphical prediction that I have. I was thinking that 4.85 should be a very,very strong support. But,...judging by the way the fall took place between yesterday and today, the slope of the fall, I do not think that 4.85 is a strong support anymore.

Must look for the next one now, go thorugh the observations again. FA does not work all the time,...
elea88
post Jan 14 2016, 11:23 AM

Look at all my stars!!
*******
Senior Member
4,174 posts

Joined: Dec 2008


QUOTE(Vector88 @ Jan 14 2016, 09:09 AM)
Sibeh red today, esp keppel.. Broke 5 bucks within 10mins of trading...
*
yeah.. this KNIFE too too sharp.

will break support today. Anything related to OIL will dipped very fast.
TSHansel
post Jan 14 2016, 11:33 AM

Look at all my stars!!
*******
Senior Member
9,361 posts

Joined: Aug 2010
QUOTE(prophetjul @ Jan 14 2016, 08:51 AM)
Their shipyard at least in SG are very low in work volume, especially on conversions. 2017 has 2 probables.......compared with 4/5years ago where they had in excess of 10/12 work orders at a time! 

i happen to have a report.    biggrin.gif

They probably have some maintenance works which are low budget work items. These are not affected by O n G

They have some 6 yards around the world! Some are pretty new. So you can imagine the impact on these yards. They are the biggest converter of FPSOs in the world. With O n G down, the FPSO mkt is almost at a standstill.
*
Tq, prophet,...appreciated your infos. On the FPSO, the news that caught my eyes were the fact that their client, Petrobras is caught in some corruption scandal, and had to re-negotiate some payment terms. This, of course, hit KepCorp's books. Brazil is in a lot of problems, in-country as well as with her currency, the Real.

KepCorp will be having a webcast on Jan 21, Thursday next week, probably after office hours. Do watch for it for the latest news and updates.

Keppel DC REIT is announcing their results this evening, after trading hours.

Frasers Centrepoint Trust's AGM will also be held on the same day as KepCorp's webcast results ann't..


yck1987
post Jan 14 2016, 12:09 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
QUOTE(elea88 @ Jan 14 2016, 11:23 AM)
yeah.. this KNIFE too too sharp.

will break support today. Anything related to OIL will dipped very fast.
*
dont dare to look at my kep corp now. -20% liao but I will still keeping smile.gif

look like boat arriving at port for many counters now drool.gif

or ready for more drop to come? shakehead.gif
yck1987
post Jan 14 2016, 12:14 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
My portfolio is lacking of healthcare & utlities sector.

Target to add in : RMG , PLife reits, Sheng Shiong

Any thought of this?
TSHansel
post Jan 14 2016, 12:56 PM

Look at all my stars!!
*******
Senior Member
9,361 posts

Joined: Aug 2010
QUOTE(Vector88 @ Jan 13 2016, 11:09 PM)
https://www.fool.sg/2016/01/12/a-tsunami-ma...orp-marine-ltd/

Hansel, elea88 and whoever interested in sembcorp and keppel, have a look at the article above and do furher due diligence...
*
Just finished reading your article here,... some lines reinforced what I replied to Prophet this morning,....

'But more importantly the resulting reduction in cashflows could raise SMM’s net gearing from 0.6x in 3Q15 to 0.9x in FY16 but Keppel’s could still stay at the 0.5x level given lesser exposure and diversified income stream.'

And then,... the possible bad news that could take place:-

'Dividends will be cut'.

The date to watch for will be Jan 28th., Thursday, where the meeting will decude if Sete needs to declare bankruptcy. Well,... I guessed the time has finally come,...if the worst will happen for KepCorp in heir O&M business.

Edited : So sorry, the above are from another ariticle that I read,.... : http://sbr.com.sg/energy-offshore/exclusiv...rasil-goes-bust. Not from The Motley Fool.

This post has been edited by Hansel: Jan 14 2016, 12:57 PM
TSHansel
post Jan 14 2016, 01:00 PM

Look at all my stars!!
*******
Senior Member
9,361 posts

Joined: Aug 2010
QUOTE(yck1987 @ Jan 14 2016, 12:09 PM)
dont dare to look at my kep corp now. -20% liao but I will still keeping  smile.gif

look like boat arriving at port for many counters now  drool.gif

or ready for more drop to come?  shakehead.gif
*
20% above $4.90 now = $5.85, as your current Buy Price. I would hold,... no need to sell. Depending on news from Jan 29th onwards, be prepared for divvy cut, though,....

Steady, steady,... KepCorp will not die,....
yck1987
post Jan 14 2016, 01:16 PM

Enthusiast
*****
Senior Member
808 posts

Joined: Apr 2009
QUOTE(Hansel @ Jan 14 2016, 01:00 PM)
20% above $4.90 now = $5.85, as your current Buy Price. I would hold,... no need to sell. Depending on news from Jan 29th onwards, be prepared for divvy cut, though,....

Steady, steady,... KepCorp will not die,....
*
I believe Termasek as back up KepCorp would not die wan, dunno have to wait how long to recoup the losses. If update till today price is -25%.
From a super power house Blue chip now look like mid-cap stock already. Jialat, cry.gif

Ii will train my heart to be steady, steady.

This post has been edited by yck1987: Jan 14 2016, 01:18 PM
TSHansel
post Jan 14 2016, 02:20 PM

Look at all my stars!!
*******
Senior Member
9,361 posts

Joined: Aug 2010
QUOTE(yck1987 @ Jan 14 2016, 01:16 PM)
I believe Termasek as back up KepCorp would not die wan, dunno have to wait how long to recoup the losses. If update till today price is -25%.
From a super power house Blue chip now look like mid-cap stock already. Jialat,  cry.gif

Ii will train my heart to be steady, steady.
*
YCK,... steady,... look at this chart : https://sg.finance.yahoo.com/echarts?s=BN4....BN4.SI;range=2y

In October 2008, it dropped to $3.30... should make you feel better.... the furthest this Yahoo Finance chart could show was back till May 2nd, 2007. Like I said earlier, there are many other business segments for KepCorp. I wouldn't be too worried. I'd be more worried of when to buy more, than worrying about the drop in price, since I am already in....
TSHansel
post Jan 14 2016, 02:21 PM

Look at all my stars!!
*******
Senior Member
9,361 posts

Joined: Aug 2010
For SGX enthusiasts, the word to keep in mind now is : steady, steady....

Between SG and MY, I would prefer to put my chips on the SG Gov't....

330 Pages « < 12 13 14 15 16 > » Top
 

Change to:
| Lo-Fi Version
0.0288sec    0.47    6 queries    GZIP Disabled
Time is now: 9th December 2025 - 08:42 AM