SembCorp Industries Ltd *Official* (SGX: U96)

[Squaredot]

i just assign 0.20 min floor price to SMM post rights, so 4 shares around 80c in form of special dividend. In fact now SMM is 50c in theory if buy now and price stay at this price you are getting SCI free.

the presentation got calculations with or without perps, NAV of SCI is $1.94 from previous $3.4 after demerger

thanks bro
$2-$0.8=$1.20.. i think below $2 is a good buy, SMM is extra

it makes sense, he value by price to earning while i value by price to book, end of day consensus seem to be between $2.5-3

I think alot depends on how SMM perform, if it stay at $0.50 then 4 shares around $2, so even if SCI trades at $2.50 its still not bad

Waiting for bank analyst report before next move

but i will take 4 shares of SMM as 20c *4=80c

 

[Squaredot]

Walking down the memory lane, I recall SCI was trading around $9 in 2001.
Haven't hold this for many years until lately. Hope this demerger help restore SCI to brighter days

 

[arctician]

thanks bro
$2-$0.8=$1.20.. i think below $2 is a good buy, SMM is extra



but i will take 4 shares of SMM as 20c *4=80c

very hard to value now, you see SIA thread everyone shouting crash n crash with SIA right at $3, in fact i also think $3 is overvalued but it went up to $4+ now.

Very obviously there is a potential merger with keppel O&G in 6 mths, so at 20c there is very good upside, it also extinguish its $1.5B debt with SCI so i wont mind keeping SMM at 20c

 

[KarmaStrikesBack]

I have 10 lots of SCI, just bought another 10 lots at $2..

Does that mean i will be given 100 lots of SCM for free when they finally settle the demerger?

Wuhan, virus city of China HardwareZone Forums app

 

[badkham07]

Hi All

I am a bit confused with this. Hope someone can advise. Using just 1 lot (1000 shares) as an example.

If I have 1 lot (1000 shares) of SCI, i noted that i will be issued with another 4lots (4000 shares) of SM. May I know if the allocation is before or after the rights exercise?

In other words, with the 4lots (4000 shares) of SM, do I still need to participate in the rights exercise at 1 SM to 5 rights?

Thanks.

 

[Sarutobix]

I have 10 lots of SCI, just bought another 10 lots at $2..

Does that mean i will be given 100 lots of SCM for free when they finally settle the demerger?

Wuhan, virus city of China HardwareZone Forums app

1 SCI shares = approx 4 SMM after demerger.

 

[terence2112]

Hi All

I am a bit confused with this. Hope someone can advise. Using just 1 lot (1000 shares) as an example.

If I have 1 lot (1000 shares) of SCI, i noted that i will be issued with another 4lots (4000 shares) of SM. May I know if the allocation is before or after the rights exercise?

In other words, with the 4lots (4000 shares) of SM, do I still need to participate in the rights exercise at 1 SM to 5 rights?

Thanks.

The allocation I think is after the rights exercise.
For the participation of SM rights if you hold SM, it’s strictly up to you. Though you will be given free SM shares for holding SCI.
Like how the Bros said and how this has been panning out, there’s a potential merger with Keppel OS/M.

Even the media is speculating it.

 

[KarmaStrikesBack]

1 SCI shares = approx 4 SMM after demerger.

Yeah so i no need do any actions like subscribe to it or whatsoever right?

Wuhan, virus city of China HardwareZone Forums app

 

[KarmaStrikesBack]

After demerger, the extra SCM shares will appear in my cdp for me to sell off right?

Wuhan, virus city of China HardwareZone Forums app

 

[itsmee]

just bought at $2.02. 20 lots. late to the party

 

[arctician]

just bought at $2.02. 20 lots. late to the party

i wanted buy below $1.80, but didnt expect stong opening at $2.06

 

[itsmee]

i wanted buy below $1.80, but didnt expect stong opening at $2.06

i missed the 1.4 mark. procrastination is a killer

 

[arctician]

i missed the 1.4 mark. procrastination is a killer

but on hindsight always look easy, like the fund managers all look so silly now dumped at $1.36 after drop from MSCI..and they are pros

in reality when prices fall u worry it will drop lower, when prices rise u find it too expensive, so stock trading not for everyone

 

[KarmaStrikesBack]

Im salivating at the 80 lots of scm... when will it be in my account?

Wuhan, virus city of China HardwareZone Forums app

 

[arctician]

need to wait for CR and XR date, this SMM deal is really good in my opinion, you get it at 20c and 6m later got potential merge with keppel so another premium with privatization, i think SMM right shares alot upside

 

[Squaredot]

but on hindsight always look easy, like the fund managers all look so silly now dumped at $1.36 after drop from MSCI..and they are pros

in reality when prices fall u worry it will drop lower, when prices rise u find it too expensive, so stock trading not for everyone

yea hindsight trading is always easy
We should look forward.
Existing SCI shareholders should be happy with demerger, probably looking to add more SCI

need to wait for CR and XR date, this SMM deal is really good in my opinion, you get it at 20c and 6m later got potential merge with keppel so another premium with privatization, i think SMM right shares alot upside

bro looking at trading SMM? i scare ... otherwise would have bought some this morning at 4Xc at 9am+ if i'm bold. SCI up a lot, SMM down a lot at open

 

[platee]

Wa jialat la I q at 1.96 then suddenly now 2.02. haiz

 

[Starrynitee]

Wa jialat la I q at 1.96 then suddenly now 2.02. haiz

2.04 lor
I bought at 1.94 but small lots..

 

[Sarutobix]

Yeah so i no need do any actions like subscribe to it or whatsoever right?

Wuhan, virus city of China HardwareZone Forums app

If you hold SCI then no.

 

[arctician]

[

bro looking at trading SMM? i scare[/QUOTE]

no i referring to the SMM shares that comes with cum right, i probably hold on to all the SMM shares from SCI, with temasek buying out keppel and now owning 30% of SMM direct, its really obvious whats their plan