Homepage
PR Newswire
shareholder disclosure
Temesek@78.08%
https://links.sgx.com/FileOpen/_SembMari...eID=631629
Stay home and stay safe, everyone.
Temesek@78.08%
https://links.sgx.com/FileOpen/_SembMari...eID=631629
Stay home and stay safe, everyone.
ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S.
›
ValueBuddies.com
›
Singapore Listed Companies
›
S - S
Seatrium Limited (formerly SembCorp Marine and KOM)
Seatrium Limited (formerly SembCorp Marine and KOM)
Seatrium Limited (formerly SembCorp Marine and KOM)
15-09-2020, 12:20 PM
(15-09-2020, 08:22 AM)¯|_(ツ)_/¯ Wrote: shareholder disclosure Post SCM RTsIss and SCI-SCM DeMerger, Temasek left only total interest of 5,375,702,236 (42.816%) 
15-09-2020, 12:49 PM
one is deemed one is direct though
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward
Think Asset-Business-Structure (ABS)
15-09-2020, 02:11 PM
(15-09-2020, 12:49 PM)specuvestor Wrote: one is deemed one is direct though Yes, Temasek's eff. stake had risen from Pre-RTsIss 30% (share in SCI's 61% stake in SCM) to current 42.6%-to-42.8%. due to the 1128m excess RTshrs pickUp by SCI and Startree pickingUp all the 1028m unsubscribed RTshrs. Be interesting to see if Temasek further raise its stake in SCM or swap this 42% stake for more KepCorp shares ?? 
SembMarine - Business Update for the third quarter ended 30 September 2020 will be released on 11 November 2020 before trading hours.
https://links.sgx.com/1.0.0/corporate-an...a000aa995e Stay home and stay safe, everyone.
Sembcorp Marine @ 20cents
Update on Impact of COVID-19 Phase 2 (Heightened Alert) Restrictions The Company wishes to update shareholders that with the Phase 2 (Heightened Alert) restrictions introduced by the Singapore Government on 16 May 2021, the Group continues to face challenges in recruiting new skilled workers for its various projects. The Group has therefore been exploring alternative sources for skilled workers, which is likely to incur increased manpower costs for some of its ongoing projects. https://links.sgx.com/FileOpen/Announcem...eID=670488 Projects Under Execution as at 31 Mar 2021 Renewables Solutions • Ørsted - Hornsea 2 Offshore Wind Farm: Offshore Substation and Reactive Compensation Station Topsides • Jan De Nul - Formosa 2 Offshore Wind Farm: Wind Turbine Jacket Foundations • RWE Renewables - Sofia Offshore Wind Farm: Offshore Converter Platform Process Solutions • Equinor - Johan Castberg: Newbuild Floating Production, Storage and Offloading Vessel (FPSO) • Shell Vito: Newbuild Floating Production Unit (FPU) • Shell Whale: Newbuild FPU • NOC - Gallaf Batch 2: Wellhead Platforms • Tupi P-71: Newbuild FPSO • Shapoorji: FPSO Conversion Gas Solutions • MOL - LNG Bunker Vessel • TOTAL - Tyra Redevelopment Project: – Topsides and Bridges • Technip Energies - Karish: Newbuild FPSO • KARMOL - Karmol LNGT Powership Asia: Floating Storage & Regasification Unit (FSRU) Conversion and Upgrade • Gasfin/NYK - Torman II: Floating Storage Unit (FSU) Conversion and Upgrade Ocean Living Solutions • Full Battery-operating Roll-on/Roll-off Passenger Ferries (Three units) Advanced Drilling Rig Solutions • Transocean Deepwater Atlas Drillship • Transocean Deepwater Titan Drillship https://links.sgx.com/FileOpen/SCM%20bus...eID=664640 From what I see, winning contract seems to be easier than returning to profit. Sembcorp Marine can continue to gain it's top line at the expense of bottom line. Is this really sustainable? The C19 operational challenges is almost writing on the wall, winning more contract is a something good? or bad? Stay home and stay safe, everyone.
keppel@5.11 - halted
https://links.sgx.com/1.0.0/corporate-an...cdecf51a01 Sembcorp marine@0.19 - halted https://links.sgx.com/1.0.0/corporate-an...598088e501 Stay home and stay safe, everyone.
Two Announcements-
1) As expected potential merger of Keppel O&M and SCM 2) Unexpected rights at 8 cents per share at 3 rights for every 2 shares. For 2), Temasek is willing to take up all excess rights up to 67.0%. To me, this is massive dilution and I view it as Temasek is trying to eat up Sembcorp Marine on the cheap by diluting shareholders further. No basis for SCM as their balance sheet has been rather strong since last year's round of massive dilution. SCM Rights Issue Presentation (Jun 2021) (sgx.com)
24-06-2021, 07:23 PM
Agree and bad taste after just issuing rights at 20cts. I think M&A guy in Temasek might have been changed and not the usual gentleman Temasek anymore, after a distasteful Capitaland grab in my view.
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward
Think Asset-Business-Structure (ABS)
SembCorp Marine & Kepcorp - both start trading today.
https://links.sgx.com/1.0.0/corporate-an...8192baeb77 See what David views on the rights and merger: Stay home and stay safe, everyone.
|
|
« Next Oldest | Next Newest »
|
Users browsing this thread: 15 Guest(s)