ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S. › ValueBuddies.com › Singapore Listed Companies › K - K v
Keppel Limited

Keppel Limited

Thread Rating:
  • 2 Vote(s) - 3 Average
  • 1
  • 2
  • 3
  • 4
  • 5
Bibi Offline
Senior Member
****
Posts: 940
Threads: 1
Joined: Oct 2010
Reputation: 11
#131
17-12-2014, 09:33 PM
(17-12-2014, 08:54 AM)Ray168 Wrote: Appreciate your assistant to provide a link the the video.


(16-12-2014, 11:00 PM)Bibi Wrote: Malaysia Capital Dynamics founder Tan Teng Boo last time say during an interview that he will buy when KepCorp is S$3.50. Rolleyes
I am sorry i couldnt find the article in my PC or tablet. I might have deleted it. Its not a video link. Its a interview article. It was during 2011 when the STI corrected quite deeply and Kepcorp drop to about S$7.50. During the interview when asked what Spore stocks he is interested in, he said he will buy Kep when its around S$3.50.
Find
Reply
valuebuddies Offline
value-addict
****
Posts: 785
Threads: 9
Joined: Aug 2013
Reputation: 12
#132
17-12-2014, 11:47 PM
An article on the Edge dated 25 May 2009
http://icapital.com.sg/files/media/theedge_ttb013.pdf

Quote:Tan points out that the current market is ideal for long-term stock pickers and he is considering buying Singapore listed counters such as Asia Travel, SIA Engineering and Keppel Corp for his new global equity fund called the iCapital International Value Fund, which will start trading in July. "We buy stocks that we perceive to have the lowest risk and we let the upside take care of itself," he says.

Looking at Keppel Corp, which is among the holdings of his Singapore-based global equity fund called iCapital Global Fund launched in February 2007, Tan said this year's earnings for local conglomerate "won't be exciting". But he is looking beyond its 2009 earnings on expectations that profits will improve further down the road. "In an industry where it is the world's No 1, Keppel Corp is extremely well positioned."

Late last year, the fund manager bought 230,000 shares of Keppel Corp worth slightly over $1 million at an average price of $4.73 a share. Its share price has surged to $6.82 as at May 21. Tan says he will make further purchases of the stock if valuations are still compelling. "Come July, if this stock for some reason is trading at $10, then I don't think I will be buying into it."

I retyped these from the page 2 of the article, please excuse any typo mistake.
Find
Reply
valuebuddies Offline
value-addict
****
Posts: 785
Threads: 9
Joined: Aug 2013
Reputation: 12
#133
17-12-2014, 11:51 PM
Another record buying of 1.02M shares:

http://infopub.sgx.com/Apps?A=COW_CorpAn...JGmRCuUe0g
Find
Reply
Ray168 Offline
Member
***
Posts: 356
Threads: 0
Joined: Apr 2012
Reputation: 3
#134
18-12-2014, 10:19 AM
Hi Bibi,

Thanks for reply.

Yes, I remember Teng Boo mentioned about buy KepCorp when <$3.5 in 2011 during the EU crisis. Nevertheless it didn't come. Undecided

He bought ~$4.00 in 2009. Tongue

I like his Bamboo Value Investing



(17-12-2014, 09:33 PM)Bibi Wrote:
(17-12-2014, 08:54 AM)Ray168 Wrote: Appreciate your assistant to provide a link the the video.


(16-12-2014, 11:00 PM)Bibi Wrote: Malaysia Capital Dynamics founder Tan Teng Boo last time say during an interview that he will buy when KepCorp is S$3.50. Rolleyes
I am sorry i couldnt find the article in my PC or tablet. I might have deleted it. Its not a video link. Its a interview article. It was during 2011 when the STI corrected quite deeply and Kepcorp drop to about S$7.50. During the interview when asked what Spore stocks he is interested in, he said he will buy Kep when its around S$3.50.
Find
Reply
brattzz Offline
Posting Freak
*****
Posts: 2,512
Threads: 24
Joined: Sep 2010
Reputation: 19
#135
20-12-2014, 10:43 AM (This post was last modified: 20-12-2014, 10:51 AM by brattzz.)
See KepCorp Vs General Market,
S$8.60 of 19th Dec 2014, back by almost S$44 millions share-buy back fund..
Round 1 = KepCorp Wins!

11-Dec = S$5.4m
12-Dec = S$3.2m
15-Dec = S$7.9m
16-Dec = S$6.4m
17-Dec = S$8.2m
18-Dec = S$9.5m
19-Dec = S$3.6m

Total : S$44.2milos
KepCorp catching shortis, pants downs! Tongue

Next week, even more exciting! Big Grin
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same!
3) CASH in hand is KING in BEAR! 
4) In BULL, SELL-SELL-SELL! 
Find
Reply
Temperament Offline
Posting Freak
*****
Posts: 3,474
Threads: 95
Joined: Jul 2011
Reputation: 17
#136
20-12-2014, 12:16 PM
(20-12-2014, 10:43 AM)brattzz Wrote: See KepCorp Vs General Market,
S$8.60 of 19th Dec 2014, back by almost S$44 millions share-buy back fund..
Round 1 = KepCorp Wins!

11-Dec = S$5.4m
12-Dec = S$3.2m
15-Dec = S$7.9m
16-Dec = S$6.4m
17-Dec = S$8.2m
18-Dec = S$9.5m
19-Dec = S$3.6m

Total : S$44.2milos
KepCorp catching shortis, pants downs! Tongue

Next week, even more exciting! Big Grin
Yes shortists are most afraid of a "short squeeze" in the market which they can not get out. During 2008/2009 fiasco, a billionaire shortist in Germany committed suicide because of "short squeeze. Go and google if you are interested.
WB:-

1) Rule # 1, do not lose money.
2) Rule # 2, refer to # 1.
3) Not until you can manage your emotions, you can manage your money.

Truism of Investments.
A) Buying a security is buying RISK not Return
B) You can control RISK (to a certain level, hopefully only.) But definitely not the outcome of the Return.

NB:-
My signature is meant for psychoing myself. No offence to anyone. i am trying not to lose money unnecessary anymore.
Find
Reply
gzbkel Offline
Member
***
Posts: 338
Threads: 28
Joined: Mar 2014
Reputation: 12
#137
20-12-2014, 07:06 PM
I got interested so I went to google it up.
This article suggests that reasons for the suicide is more complicated.
The man seems to have died more from pride than loss of money. His frugal living reminds me of Buffet.
http://www.telegraph.co.uk/finance/reces...icide.html

(20-12-2014, 12:16 PM)Temperament Wrote: Yes shortists are most afraid of a "short squeeze" in the market which they can not get out. During 2008/2009 fiasco, a billionaire shortist in Germany committed suicide because of "short squeeze. Go and google if you are interested.
Find
Reply
em2nre5u Offline
Junior Member
**
Posts: 35
Threads: 0
Joined: Oct 2010
Reputation: 1
#138
21-12-2014, 04:55 PM
(20-12-2014, 07:06 PM)gzbkel Wrote: I got interested so I went to google it up.
This article suggests that reasons for the suicide is more complicated.
The man seems to have died more from pride than loss of money. His frugal living reminds me of Buffet.
http://www.telegraph.co.uk/finance/reces...icide.html

hey same here ! I goggled and read from the same link as well (directed by wikipedia)!
Find
Reply
CCUV Offline
Member
***
Posts: 104
Threads: 0
Joined: Dec 2014
Reputation: 5
#139
23-12-2014, 09:04 AM
Hello everyone,just my 2 cents worth,rigs related might might be under pressure again at the start of the year....taking out the window dressing by fm and the ability of the listco to do share buy back in dec.
Find
Reply
CCUV Offline
Member
***
Posts: 104
Threads: 0
Joined: Dec 2014
Reputation: 5
#140
23-12-2014, 09:07 AM
Fundamentally deep sea drilling is the most affected as cost goes higher further away from the shore. Keppel om contribute 2/3 of kep corp profit. At current oil price,new orders will be delay or cancel

* 2 cents worth
Find
Reply


Forum Jump:


Users browsing this thread: 23 Guest(s)