Keppel Limited

[Bibi]

Appreciate your assistant to provide a link the the video.

Malaysia Capital Dynamics founder Tan Teng Boo last time say during an interview that he will buy when KepCorp is S$3.50.

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.

[valuebuddies]

An article on the Edge dated 25 May 2009
http://icapital.com.sg/files/media/theedge_ttb013.pdf

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.

[valuebuddies]

Another record buying of 1.02M shares:

http://infopub.sgx.com/Apps?A=COW_CorpAn...JGmRCuUe0g

[Ray168]

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.

He bought ~$4.00 in 2009.

I like his Bamboo Value Investing

Appreciate your assistant to provide a link the the video.

Malaysia Capital Dynamics founder Tan Teng Boo last time say during an interview that he will buy when KepCorp is S$3.50.

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.

[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!

Next week, even more exciting!

[Temperament]

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!

Next week, even more exciting!

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.

[gzbkel]

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

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.

[em2nre5u]

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)!

[CCUV]

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.

[CCUV]

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