*Official* MasterLeong Thread

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lewissac

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Now waiting CCT, dunno if still boarding or already left dock but run on low fuel thats why slow:s8:
 

Takodoro

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this thread is dead without ML

#makeMLthreadgreatagain

DISCLAIMER: Below sentence is anyhow sian

Shifu mentioned he going to high mountain cave to mediate to think of new stock winning strategy. He will be back when he reached the next level. :s13::s13::s13:
 

Carnesir

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Think almost everyone in this thread did :o

not me. i had a conflicting issue whether to board CMT or M1 when i got my bonus last yr, i boarded M1.

LOL. but i am tracking CMT cause it is a stock i wanna hold too. :s13:
 

JuzMobile

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DISCLAIMER: Below sentence is anyhow sian

Shifu mentioned he going to high mountain cave to mediate to think of new stock winning strategy. He will be back when he reached the next level. :s13::s13::s13:

He'll be back when STI breaks 3000 :s13:
Just abit more nia. :s12:
 

Genosis

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DISCLAIMER: Below sentence is anyhow sian

Shifu mentioned he going to high mountain cave to mediate to think of new stock winning strategy. He will be back when he reached the next level. :s13::s13::s13:

Master is now in 闭关修炼 mode......:o

When he comes back, he will give us new Golden Picks!!! :s12:
 

JuzMobile

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Finally my SCI can see the light again.
Waited for so freaking long. Avg cost was 3.02 :s13:
 

lewissac

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Finally my SCI can see the light again.
Waited for so freaking long. Avg cost was 3.02 :s13:

A more promising year for O&M sector: Deutsche
By: Gwyneth Yeo

SINGAPORE (Jan 6): Deutsche Bank Markets Research is raising its target prices for Keppel Corporation, Sembcorp Industries, and Sembcorp Marine for 2017, ahead of what could be a better year for the offshore and marine sector.

According to Deutsche analyst Joshua Lee, the sector will see a doubling in the numbers of sanctioned 2017 offshore projects, higher oil prices, and first steps toward resolving SembMarine and Keppel’s Sete Brasil orders.

“The removal of Petrobras’ mandatory production sharing requirement would speed up entry of foreign operators,” says Lee. “However, we note that it could take as long as 15 years for the jack up drilling rig market to normalize, compared to four years for floating offshore drilling rigs.”

27% of Keppel’s orderbook is in the jack up rig segment, compared with 11% of SembMarine’s.

Incidentally, Lee thinks it is the utilities business that would prove to be more challenging given that Singapore electricity prices have declined over the past five years and has finally seen the bottom.

While low wholesale electricity prices impacts both Keppel and Sembcorp, the former continues to incur losses and the latter continues to build a pipeline of overseas projects up to 2018 that will increase its current electricity generation capacity by up to 40%.

To that end, SembMarine remains Lee’s preferred stock — with a raised target price of $1.80 to $1.90 — given the prospect of higher oil prices, its improved new order positioning, and lower impairment risk.

At the same time, the brokerage reduced its conglomerate discount for both Keppel and Sembcorp from 20% to 15%.

Lee maintained his “buy” recommendation for Keppel and raised its target price from $5.50 to $5.90. He also upgraded Sembcorp from a “hold” to a “buy” rating, with a raised target price from $3.15 to $3.45.

Shares in Keppel, Sembcorp and SembMarine closed at $5.99, $3.00 and $1.49 on Friday.


:s12::s12:
 

jmapsmylife

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M1 price also went up. I was also looking into m1 but I choose cmt. Now m1 too high to board :s8:

not me. i had a conflicting issue whether to board CMT or M1 when i got my bonus last yr, i boarded M1.

LOL. but i am tracking CMT cause it is a stock i wanna hold too. :s13:
 

Takodoro

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not me. i had a conflicting issue whether to board CMT or M1 when i got my bonus last yr, i boarded M1.

LOL. but i am tracking CMT cause it is a stock i wanna hold too. :s13:

Why buy M1....Shifu always mentioned if you have not enough capital, either DCA STF or park it in the highest quality blue chip. CMT is blue chip, M1 isnot.
 
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