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keppel Corp

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(@sengsk)
Posts: 368
Reputable Member
 

I have waited this stock for amost 5 yreas which now i could able to collect it a 50% discount ( from $10xx as now $4++ / $5 )

Anyway, just invest 25% of my plan as whether anot should it be correct, I still decide to fill in 50% plan when price goes $ 4......

Posted: January 25, 2016 8:17 am
Posted by: @spore1

Tdy will b the top performer counter.I think it will eventually goes back to reality.Oil price may further deteriorate, dividend may be much lesser for future .Less contracts or client cancellation of order etc..Is a good options to take profit or exit..
Posted: January 23, 2016 3:13 pm
Posted by: @spore1

Come Mon may see a strong rebound. It will be good opport to take profit,exit ....

http://sporeshare.blog spot.sg/2016/01/kepcorp_22.html


 
Posted : 25/01/2016 12:58 am
(@qanghoo)
Posts: 5029
Illustrious Member
 

These are measures coys take to brace themselves for tough times. Hope we all bear these things in mind to picture stiuations more completely.

Posted: January 25, 2016 8:03 am
Posted by: @granto

Keppel Offshore and Marine reduces headcount by almost 14,000: http://splash247.com/keppel-offshore-marine-reduces-headcount-by-almost-14000/

 
Posted : 25/01/2016 12:56 am
(@sengsk)
Posts: 368
Reputable Member
 

Mind to define your advise are referring to short term, mid term or long term ?

Shouldn' t Long term investor are the best chance / opportunity for picking up some ?

Does KC just only have the oil rig biz as 100% ?

Posted: January 25, 2016 8:17 am
Posted by: @spore1

Tdy will b the top performer counter.I think it will eventually goes back to reality.Oil price may further deteriorate, dividend may be much lesser for future .Less contracts or client cancellation of order etc..Is a good options to take profit or exit..
Posted: January 23, 2016 3:13 pm
Posted by: @spore1

Come Mon may see a strong rebound. It will be good opport to take profit,exit ....

http://sporeshare.blog spot.sg/2016/01/kepcorp_22.html


 
Posted : 25/01/2016 12:28 am
(@spore1)
Posts: 2082
Noble Member
 

Tdy will b the top performer counter.I think it will eventually goes back to reality.Oil price may further deteriorate, dividend may be much lesser for future .Less contracts or client cancellation of order etc..Is a good options to take profit or exit..

Posted: January 23, 2016 3:13 pm
Posted by: @spore1

Come Mon may see a strong rebound. It will be good opport to take profit,exit ....

http://sporeshare.blog spot.sg/2016/01/kepcorp_22.html

 
Posted : 25/01/2016 12:17 am
(@granto)
Posts: 399
Reputable Member
 

Keppel Offshore and Marine reduces headcount by almost 14,000: http://splash247.com/keppel-offshore-marine-reduces-headcount-by-almost-14000/

 
Posted : 25/01/2016 12:03 am
(@jazzietan)
Posts: 752
Prominent Member
 

Happened in the past. Will happen in the future. Not for us or anyone to "spare a thought"... Global economy upturn or downturn is a cycle, everyone affected just need to face reality

Posted: January 24, 2016 8:41 pm
Posted by: @qanghoo

When we start banding around figures like oil going to 20 or 15 or 10, hope we cld do it judiciously, accompanied by some supporting docs or views. If oil does go dow to those ridiculous levels, n get stuck there for a prolonged period, not only will it hit the saudis n Russians (which so many are saying was deliberately targeted by the americans, but which I beg to disagree) probably unimaginably hard, but the global financial Tsunami it' d trigger wld likely be real n the world wide impact maybe even incalculable. Prolonged persistent recession in spore with considerable loss of jobs n housing foreclosures in large numbers (not like some trigger-happy posts we are seeing now) wld likely be unavoidable. So, do spare a careful thought.

 
Posted : 24/01/2016 11:52 pm
(@edchai)
Posts: 138
Estimable Member
 

Share buy back would not help in this case. By the way, is Sete Brasil still alive after 21 Jan meeting? Any news ?

Posted: January 25, 2016 2:09 am
Posted by: @jwong016

just wondering why Keppel Corp never did any share buy-backs:

1) it does not believe that the shares are undervalued

2) it does not have the resources to make the share buy-backs

3) a combination of 1) and 2)

Keppel corp is highly geared and faces the immenent possibility of having to writeback some of the revenue recognized on the Sete rigs.

Up to you to decide if this is short term noise, or the start of a longer term problem.

DYODD trade with care 🙂

 
Posted : 24/01/2016 11:39 pm
(@littleones)
Posts: 268
Reputable Member
 

Another shortist with stupid ideas to create fear. Keep wondering why.

Posted: January 25, 2016 2:09 am
Posted by: @jwong016

just wondering why Keppel Corp never did any share buy-backs:

1) it does not believe that the shares are undervalued

2) it does not have the resources to make the share buy-backs

3) a combination of 1) and 2)

Keppel corp is highly geared and faces the immenent possibility of having to writeback some of the revenue recognized on the Sete rigs.

Up to you to decide if this is short term noise, or the start of a longer term problem.

DYODD trade with care 🙂

 
Posted : 24/01/2016 11:31 pm
(@jwong016)
Posts: 25
Eminent Member
 

just wondering why Keppel Corp never did any share buy-backs:

1) it does not believe that the shares are undervalued

2) it does not have the resources to make the share buy-backs

3) a combination of 1) and 2)

Keppel corp is highly geared and faces the immenent possibility of having to writeback some of the revenue recognized on the Sete rigs.

Up to you to decide if this is short term noise, or the start of a longer term problem.

DYODD trade with care 🙂

 
Posted : 24/01/2016 6:09 pm
(@dippyboy)
Posts: 20
Eminent Member
 

Who benefits most from kepland privatisation? i think its the managers as there is now less public scrutiny than listed before . With more freedom now, it had went on buying spreed by taking over 40% of citydev old low cost properties in a complex joint venture which of course put good $$$ in citydev hands while citydev still retaining the freehold stake. Then kepland went on to buy katong mall stake , all while their debt load is sky high........ fancy u dont see citydev buying properties at historical high prices but is actually realising profits and selling..........Speaks alot about their value philosophy. Then dont forget their china property exposure, just in rmb terms they could lose alot from further RMb depreciation as their assets are market down in Sgd terms. Rmb will not devalue? whenever you hear of important government officials and academics publicity speaking that this and that will not happen, you better be scared because if it wont happen , they wont need to come out to speak because it has happened and is happening.

 
Posted : 24/01/2016 3:46 pm
(@sriramanv)
Posts: 1265
Noble Member
 

Well said, it will not only affect Russia/SA. We will be affected badly being a small country depending on regional/international economy.

We are already seeing what is happening to our bluechip shares and the more will be bad for more people (not only traders who has long positions)..

Many people in KC have lost jobs (direct or indirect doesnt matter as all of them have to eat and feed family), do u think they all invest in shares/trade?

Any further impact is not good for us and please spare a thought and try not to post sarcastic comments etc.,

Posted: January 24, 2016 8:41 pm
Posted by: @qanghoo

When we start banding around figures like oil going to 20 or 15 or 10, hope we cld do it judiciously, accompanied by some supporting docs or views. If oil does go dow to those ridiculous levels, n get stuck there for a prolonged period, not only will it hit the saudis n Russians (which so many are saying was deliberately targeted by the americans, but which I beg to disagree) probably unimaginably hard, but the global financial Tsunami it' d trigger wld likely be real n the world wide impact maybe even incalculable. Prolonged persistent recession in spore with considerable loss of jobs n housing foreclosures in large numbers (not like some trigger-happy posts we are seeing now) wld likely be unavoidable. So, do spare a careful thought.

 
Posted : 24/01/2016 1:04 pm
(@qanghoo)
Posts: 5029
Illustrious Member
 

Banks? Not to forget so many stories abt humongous NPLs being posted in this forum. Not scared meh?

Posted: January 24, 2016 8:39 pm
Posted by: @appleronaldo

MANY will sell on the GAP-UP for OIL..........aim other like BANK and Property BLUE CHEAPS

 
Posted : 24/01/2016 12:43 pm
(@qanghoo)
Posts: 5029
Illustrious Member
 

When we start banding around figures like oil going to 20 or 15 or 10, hope we cld do it judiciously, accompanied by some supporting docs or views. If oil does go dow to those ridiculous levels, n get stuck there for a prolonged period, not only will it hit the saudis n Russians (which so many are saying was deliberately targeted by the americans, but which I beg to disagree) probably unimaginably hard, but the global financial Tsunami it' d trigger wld likely be real n the world wide impact maybe even incalculable. Prolonged persistent recession in spore with considerable loss of jobs n housing foreclosures in large numbers (not like some trigger-happy posts we are seeing now) wld likely be unavoidable. So, do spare a careful thought.

 
Posted : 24/01/2016 12:41 pm
(@appleronaldo)
Posts: 537
Honorable Member
 

MANY will sell on the GAP-UP for OIL..........aim other like BANK and Property BLUE CHEAPS

 
Posted : 24/01/2016 12:39 pm
(@qanghoo)
Posts: 5029
Illustrious Member
 

Recall that it was common for this stock to trade at PE in mid teens. So, with so-called risk-off appetite now, n factoring in the uncertainties, is PE having compressed to < 7 sifficient incentive for investors' with longer-term view?


Fully agreed, with the current dividend of .22 vs current stock price is above 4%already

Based on Keppel Corp. FY2015 result, their PER is 6.01x, P/B is 0.83 and dividend yield is 6.77%.

 
Posted : 24/01/2016 12:21 pm
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