Milo's TA discussion and sharing thread

[xyntium]

Dividend Summary - THBEV (Y92)

Runtime calculated using last done price - 0.61 (4/1/2013)

Year Total Amount Yield %
2013 0.28 45.9016
2012 0.36 59.0164
2011 0.35 57.377
2010 0.33 54.0984
2009 0.33 54.0984
2008 0.29 47.541
2007 0.23 37.7049
2006 0.11 18.0328

Dividend yield is around 2.7% base on today closing price

 

[Dividends Wizard]

Waiting for rotation into commod and shipping

shipping yards are all rotating into building oil rigs .

kepcorp and sembmarine are in big trouble .

 

[musicwhiz55]

shipping yards are all rotating into building oil rigs .

kepcorp and sembmarine are in big trouble .

It would be good to do a bit of research on this before concluding that Keppel and Semb Marine are in trouble. From my understanding, the Chinese shipyards have begun constructing rigs yes, but these are mainly jack-up rigs and their level of expertise has yet to reach a level where they can match their Singaporean counterparts. Hence, there is no serious threat to Keppel and Semb Marine’s dominance for now. There is also the issue of quality – Chinese rigs are not viewed in the same way as Singapore-constructed rigs, and perception is very important when it comes to selling multi-million dollar rigs and when so many lives are at stake at sea.

 

[remy3413]

It would be good to do a bit of research on this before concluding that Keppel and Semb Marine are in trouble. From my understanding, the Chinese shipyards have begun constructing rigs yes, but these are mainly jack-up rigs and their level of expertise has yet to reach a level where they can match their Singaporean counterparts. Hence, there is no serious threat to Keppel and Semb Marine’s dominance for now. There is also the issue of quality – Chinese rigs are not viewed in the same way as Singapore-constructed rigs, and perception is very important when it comes to selling multi-million dollar rigs and when so many lives are at stake at sea.

+1

Fully agree, margins will get affected but as far as order wins, Kepcorp and Sembmarine will still be the companies customers will approach for building oil rigs, these are the 2 Singapore companies that is recognized in the world

 

[coldedplay]

Hi sinkie, can I have the latest TA of Ezra. I wonder whats with the latest hype regarding the drop from 1.18 to 1.12. I only know they change their chairman and liquidation of one of their group.

 

[Sinkie]

Spoiler

research reports
DJ Sembawang Drops Bid for Macmahon's Construction Unit - 13/1/2013
DJ MARKET TALK: Deutsche Bank Tips Keppel Over SembMarine - 9/1/2013

Spoiler

0903 GMT [Dow Jones] STOCK CALL: While both Keppel (BN4.SG) and SembMarine (S51.SG) are well positioned to benefit from increased industry spending and replacement opportunities, Deutsche Bank prefers Keppel. "SembMarine is currently at a build-up stage for two large new yards, which we believe could involve more risks as operations begin." SembMarine's 2013-15 margins may be pressured as drillship contracts are executed in Brazil as it is new to drillship construction and the yard, currently under construction, may face potential cost overruns, skilled labor shortages, construction delays and other teething issues typical for new Brazilian facilities, it says. It expects SembMarine's new Singapore yard may face some labor issues as the government controls foreign labor, while the departure of the long-time senior marketing personnel and the recent jack-up-rig mishap are also areas to monitor. Keppel's strategy of being near markets and customers is paying off, with its Brazil yard one of the country's "most experienced" facilities, putting it in a good position to execute, it says. It sets Keppel's target at S$13.50 and Sembcorp's (U96.SG) at S$6.35, rating both Buy. It rates SembMarine at Hold with S$4.90 target. (leslie.shaffer@dowjones.com)
Contact us in Singapore. 65 64154 140; MarketTalk@dowjones.com (END) Dow Jones Newswires
January 09, 2013 04:03 ET (09:03 GMT)
Copyright (c) 2013 Dow Jones & Company, Inc.

Conglomerates (Keppel, Sembcorp Marine, Sembcorp Ind) - DB - 9/1/2013
DJ Sembawang Disappointed November Material Disclosure of Interest Rejected - 6/1/2013
DJ MARKET TALK: Sembcorp May Cut Its Gallant Stake -Credit Suisse - 7/12/2012

still on track, adjust support abit down after kepcorp result

broken down already

come to support

interesting

lets see can breakout from the dowtnrend or not

ok target met at 4.50 already

sembmarine

can it hit my next support that i stated (lowest orange support = the breakdown of the wedge) on my first post? 4.36?

even when temesak just did share buyback on sembmarine? temesak bigger or market bigger?

sembmarine hit my $4.36 price and bounce up

next target is $4.25..

ps: there is a gap

 

[bencheongcm]

sembmarine hit my $4.36 price and bounce up

next target is $4.20..

$4.20 ke yi mai mah ?

 

[Sinkie]

$4.20 ke yi mai mah ?

i think 4.25, the gap there

 

[bencheongcm]

i think 4.25, the gap there

Thanks Sinkie. Btw got what news today for the drop ?

 

[Sinkie]

Thanks Sinkie. Btw got what news today for the drop ?

Sembcorp Marine: More prudent on margins

Sembcorp Marine (SMM) is currently building a 82.5ha yard in Brazil to undertake drillship construction, amongst others. Should inflation in Brazil continue to be unrelenting, SMM may face further margin pressures from labour costs, especially since there is already a shortage of skilled labour in the country. Over the longer term, however, we believe that SMM's foray into the drillship business puts it in good stead to secure more drillship orders, diversifying its product range. In the shorter term, however, we prefer to be more prudent on the group's operating margin assumptions, and lower these to 12.1% and 12.3% for FY13F and FY14, respectively (2012: 12.5%). As such, our SOTP-based fair value estimate slips from S$5.84 to S$5.64. Maintain BUY. (Low Pei Han)

 

[Sinkie]

lets see

 

[supratentorium]

It looks like its falling, just my humble opinion

 

[Sinkie]

It looks like its falling, just my humble opinion

What's this chart?

I like your analysis

 

[supratentorium]

What's this chart?

I like your analysis

S51 sembcorp marine. Just my personal perspective.

 

[Sinkie]

S51 sembcorp marine. Just my personal perspective.

Your sembmarine target seems to be same as me? About $4.25?

 

[supratentorium]

Your sembmarine target seems to be same as me? About $4.25?

Err.. i am just posting to share charts and learn from each other. It's not really meant to call trades.
If i were short, i would take profits at the black zone below coinciding with the green lower line where price should run out of energy. Yar it's close to your target.

Not really interested to contemplate buying there.

 

[Sinkie]

Err.. i am just posting to share charts and learn from each other. It's not really meant to call trades.
If i were short, i would take profits at the black zone below coinciding with the green lower line where price should run out of energy. Yar it's close to your target.

Not really interested to contemplate buying there.

I was actually looking at below $4 to call for buy

Which I think will hit after they give out xd

At the moment just want people to learn how to identify support and resistance

 

[Milo-Dino]

nice.
keep the thread and sharings coming.

thanks sinkie for providing input while I'm stuck in camp.

will be back 2 weeks later

 

[chainer9999]

nice.
keep the thread and sharings coming.

thanks sinkie for providing input while I'm stuck in camp.

will be back 2 weeks later

ns for sinkies jobs for fts

 

[Dividends Warrior]

ns for sinkies jobs for fts

Jobs for FTs, dividends for sinkies!!!!!