tag:blogger.com,1999:blog-7944902213075756335.post19756208772594198..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): SembCorp Industries (SCI) investment larger now.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger25125tag:blogger.com,1999:blog-7944902213075756335.post-15774705354360243922021-03-16T09:15:38.081+08:002021-03-16T09:15:38.081+08:00Hi Nd,
It is all about going green these days and...Hi Nd,<br /><br />It is all about going green these days and old dogs must learn new tricks.<br /><br />More and more resources are going into green energy to make it more efficient and viable.<br /><br />SCI should be a beneficiary of this trend. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-20027193705198538412021-03-14T11:29:07.520+08:002021-03-14T11:29:07.520+08:00Agree that things are picking up for SCI without S...Agree that things are picking up for SCI without SMM. Singapore’s recent push/target for green energy will also be beneficial for SCI. Cant wait for the May Investor day as highlighted by SCI CEO. :)Ndhttps://www.blogger.com/profile/13410282289997782357noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-76629340035589976122021-03-14T08:06:21.716+08:002021-03-14T08:06:21.716+08:00Hi Nd,
Looking better without SMM. ;)
Nothing su...Hi Nd,<br /><br />Looking better without SMM. ;)<br /><br />Nothing surprising.<br /><br />Anything caught your eyes?AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-87971133491186521392021-03-13T02:17:33.470+08:002021-03-13T02:17:33.470+08:00Hi Ak! Whats your thoughts on the latest SCI quart...Hi Ak! Whats your thoughts on the latest SCI quarter report? 😀Ndhttps://www.blogger.com/profile/13410282289997782357noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-33909206176842575482021-03-13T02:16:55.640+08:002021-03-13T02:16:55.640+08:00Hello AK! Whats your thoughts on the latest SCI qu...Hello AK! Whats your thoughts on the latest SCI quarter report? 😀Ndhttps://www.blogger.com/profile/13410282289997782357noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-86702144188615327952020-08-30T07:45:24.544+08:002020-08-30T07:45:24.544+08:00Hi Rae,
I got out of my investment in SMM for qui...Hi Rae,<br /><br />I got out of my investment in SMM for quite a while now.<br /><br />I have instead increased my investment in SCI.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17528302122054226522020-08-25T23:28:25.775+08:002020-08-25T23:28:25.775+08:00Hi Ak,
Will you be exercising the rights for sem...Hi Ak, <br /><br />Will you be exercising the rights for sem marine? Raehttps://www.blogger.com/profile/03420794513252898662noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-66849538707391325932020-08-21T08:04:19.833+08:002020-08-21T08:04:19.833+08:00Hi Betta man,
I also feel that it is a matter of ...Hi Betta man,<br /><br />I also feel that it is a matter of time that Temasek will make another offer for KepCorp.<br /><br />However, when is that going to happen?<br /><br />I don't know.<br /><br />As I have a relatively big investment in IREIT Global, I have earmarked a big percentage of my war chest for the impending rights issue. <br /><br />I still want to increase my investments in AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-28690253845505888022020-08-21T07:57:12.488+08:002020-08-21T07:57:12.488+08:00Hi Verseun,
Thank you for the very thoughtful com...Hi Verseun,<br /><br />Thank you for the very thoughtful comment.<br /><br />I agree with you.<br /><br />Yes, the cyclical downturn in oil and gas has been going on forever.<br /><br />This is probably a case of survival of the fittest and with this exercise, SMM will emerge fitter.<br /><br />At this point, I am inclined to hold on to the SMM shares to be distributed by SCI, all else remaining AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-50308612311942081092020-08-15T16:44:34.665+08:002020-08-15T16:44:34.665+08:00Would you invest in keppel corp at current price? ...Would you invest in keppel corp at current price? I think we are banking that Temasek will make another offer,abliet a lower one, some time in the future. Or merge keppel O&M and SCM. Betta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-712834712011309412020-08-13T14:29:41.493+08:002020-08-13T14:29:41.493+08:00Hi AK
I was reading about special situations.
A...Hi AK<br /><br />I was reading about special situations. <br /><br />And this seems like a textbook case. In the case of a demerger, there is usually an unloved part of the business that is spun off. Unitholders who focus on the utilities business would ultimately sell out the SMM shares after the demerger, so having a good price in mind to scoop up the unwanted "stub" of the business Verseunhttps://www.blogger.com/profile/01205361790029242563noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-21923207209365305412020-08-13T13:09:46.014+08:002020-08-13T13:09:46.014+08:00Hi Betta man,
Thanks for sharing the good news. :...Hi Betta man,<br /><br />Thanks for sharing the good news. :DAK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-75719251765099341912020-08-11T16:15:03.220+08:002020-08-11T16:15:03.220+08:00Congrats, AK!
https://www.straitstimes.com/busine...Congrats, AK!<br /><br />https://www.straitstimes.com/business/companies-markets/sembmarine-shareholders-vote-overwhelmingly-in-favour-of-demerger-nowBetta manhttps://www.blogger.com/profile/02597553932202096004noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-32604418255053391702020-08-09T21:21:00.380+08:002020-08-09T21:21:00.380+08:00Hi Unknown,
Ask yourself why did you buy at $2.00...Hi Unknown,<br /><br />Ask yourself why did you buy at $2.00 a share?<br /><br />Does your investment thesis support that purchase price?AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-28140119190172858952020-08-06T20:44:49.988+08:002020-08-06T20:44:49.988+08:00Hi AK,
I have SCI share price @$2(10000 shares),is...Hi AK,<br />I have SCI share price @$2(10000 shares),is my holding price too high? <br />Anonymoushttps://www.blogger.com/profile/17802371563082883554noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-90896314000714489322020-07-25T07:51:56.238+08:002020-07-25T07:51:56.238+08:00Hi Nd,
At the moment, I am leaning towards holdin...Hi Nd,<br /><br />At the moment, I am leaning towards holding on to SMM.<br /><br />This is because I believe that the shipyard business is still viable but it is cyclical in nature.<br /><br />The down cycle in oil and gas has gone on for much longer than expected but it should turn up again one day.<br /><br />In the longer term, however, renewable energy should replace oil and gas.<br /><br />AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-7107121593272666382020-07-24T14:15:37.272+08:002020-07-24T14:15:37.272+08:00Hi AK, in the event of a successful demerger, what...Hi AK, in the event of a successful demerger, what will you be doing with the SM shares that you gotten from this exercise? =xNdhttps://www.blogger.com/profile/13410282289997782357noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-571135460539532062020-07-24T14:15:19.349+08:002020-07-24T14:15:19.349+08:00Hi AK, in the event of a successful demerger, what...Hi AK, in the event of a successful demerger, what will you be doing with the SM shares that you gotten from this exercise? =xNdhttps://www.blogger.com/profile/13410282289997782357noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-50029802497157588132020-07-24T14:08:22.551+08:002020-07-24T14:08:22.551+08:00Hi Ak,
In the case of the demerger being a succes...Hi Ak,<br /><br />In the case of the demerger being a success, what will you be doing with the SM shares that you will have gotten from SCI? Ndhttps://www.blogger.com/profile/13410282289997782357noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17509120070558435542020-07-22T08:22:33.360+08:002020-07-22T08:22:33.360+08:00Hi Nd,
Once SCI gets rid of SMM, numbers should i...Hi Nd,<br /><br />Once SCI gets rid of SMM, numbers should improve.<br /><br />I really like SCI for its energy businesses, especially its renewable energy businesses.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-5304903199460574402020-07-21T22:15:24.042+08:002020-07-21T22:15:24.042+08:00Hi Ak,
Whats your thoughts on SCI results?Hi Ak,<br /><br />Whats your thoughts on SCI results?Ndhttps://www.blogger.com/profile/13410282289997782357noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-74418967416598785152020-06-14T09:51:34.002+08:002020-06-14T09:51:34.002+08:00Hi garudadri,
Just sharing my quick back of the e...Hi garudadri,<br /><br />Just sharing my quick back of the envelope scribbles.<br /><br />Definitely an incomplete analysis.<br /><br />So, take it with a pinch of salt.<br /><br />The chart indicates that there could be some way for SCI's stock price to fall although it is hard to say if it would fall before or after the deal is executed.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-67314107486021898022020-06-14T09:45:37.107+08:002020-06-14T09:45:37.107+08:00Hi iwimsasl,
Double means what was 1 share is now...Hi iwimsasl,<br /><br />Double means what was 1 share is now 2 shares. ;)<br /><br />As for the SMM shares, if you believe that the fortune of oil and gas businesses is cyclical in nature, you should hold and wait for the upturn.<br /><br />If you believe that the world does not need oil and gas anymore (i.e. the decline is structural, then, you should sell.<br /><br />You decide. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-17193731536069157182020-06-13T18:44:12.161+08:002020-06-13T18:44:12.161+08:00Hi Ak
Thanks for the crisp analysis
The issue to m...Hi Ak<br />Thanks for the crisp analysis<br />The issue to me is the price ! I feel SCI has been bid up quite a bit and that the froth will settle over the next several weeks <br />The deal will complete later this year hopefully though but will give plenty of time to plan an entry<br />I might buy if this falls 10-15% from now to add to my microscopic holding that has been an eyesore in my garudadrihttps://www.blogger.com/profile/07273149723239809144noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-2268377211798382222020-06-13T12:32:03.326+08:002020-06-13T12:32:03.326+08:00Hi AK,
Thanks for sharing and talking to yoursel...Hi AK,<br /> <br />Thanks for sharing and talking to yourself.<br />May I know by saying that you double up on your initial investment on SCI.. does it mean you buy another 1x or 2x in terms of value or number of shares? can reveal the range of your average price per share?<br />Also can kindly share your plan to the SMM shares which you will be receiving post demerge(if it materialize) and its iwimsaslhttps://www.blogger.com/profile/10446339986884258399noreply@blogger.com