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| 15-Jan-2010 00:50 |
Keppel
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keppel Corp
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Announcement No. 00087: http://info.sgx.com/webcorannc.nsf/vwprint_portal/9A793EAFE9713124482576AB00245019?OpenDocument Announcement No. 00086: http://info.sgx.com/webcorannc.nsf/vwprint_portal/D1ADCAD3F34E28E4482576AB0023E5BB?OpenDocument | ||||
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| 15-Jan-2010 00:30 |
Keppel
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keppel Corp
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Announcement No. 00087 NOTICE OF A DIRECTOR'S (INCLUDING A DIRECTOR WHO IS A SUBSTANTIAL SHAREHOLDER) INTEREST AND CHANGE IN INTEREST * Date & Time of Broadcast : 14-Jan-2010 17:32:22 1. Date of change of Interest : 14-01-2010 2. Name of Registered Holder : Teo Soon Hoe 3. Circumstance(s) giving rise to the interest or change in interest : # Others # Please specify details : Exercise of Keppel Corporation Limited Share Options 4. Information relating to shares held in the name of the Registered Holder No. of Shares held before the change : 3,858,332 As a percentage of issued share capital : 0.24 % No. of Shares which are subject of this notice : 230,000 As a percentage of issued share capital : 0.01 % Amount of consideration (excluding brokerage and stamp duties) per share paid or received : 3.24 No. of Shares held after the change : 4,088,332 As a percentage of issued share capital : 0.26 % -------------------------------------------------------------------------------------- Announcement No. 00086 NOTICE OF A DIRECTOR'S (INCLUDING A DIRECTOR WHO IS A SUBSTANTIAL SHAREHOLDER) INTEREST AND CHANGE IN INTEREST * Date & Time of Broadcast : 14-Jan-2010 17:30:47 1. Date of change of Interest : 14-01-2010 2. Name of Registered Holder : Teo Soon Hoe 3. Circumstance(s) giving rise to the interest or change in interest : # Others # Please specify details : Exercise of Keppel Corporation Limited Share Options 4. Information relating to shares held in the name of the Registered Holder No. of Shares held before the change : 3,628,332 As a percentage of issued share capital : 0.23 % No. of Shares which are subject of this notice : 230,000 As a percentage of issued share capital : 0.01 % Amount of consideration (excluding brokerage and stamp duties) per share paid or received : 3.01 No. of Shares held after the change : 3,858,332 As a percentage of issued share capital : 0.24 % | ||||
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| 14-Jan-2010 17:36 |
Ezra
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Ezra
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Great! (",)
Date & Time of Broadcast 14-Jan-2010 Ezra secured US$12mln maiden Subsea Inspection, Maintenance and Repair (IMR) contract Under the Deepwater Subsea division’s maiden contract, Ezra will provide inspection,
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| 14-Jan-2010 17:02 |
Ezra
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Ezra
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Ezra enters new year on high note, with PATMI up 93% at US$18.4m for 1Q FY10 !
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| 14-Jan-2010 16:53 |
Ezra
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Ezra
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Wow! Great! 14/01/2010 Press Releases EOC Limited*** (Ezra Holdings owns 48.57% of EOC Limited*** ) Unaudited Consolidated Financial Information Consolidated Statement of Comprehensive Income (in $ USD thousands) 1st Quarter FY2010 Revenue 1Q FY2010 $27,419 vs 1Q FY2009 $19,477 + 40.8% Total comprehensive income for the financial period: 1Q FY2010 $9,570 vs 1Q FY2009 $5,181 +84.7% http://feed.ne.cision.com/wpyfs/00/00/00/00/00/10/56/9C/wkr0011.pdf |
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| 14-Jan-2010 10:40 |
Keppel
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keppel Corp
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(OCBC 13 January 2010) Keppel Corporation; Developing its other business drivers Our SOTP value rises in tandem to S$9.93 (prev.S$9.70) Infrastructure contracts underscore ambitions. The group recently announced two contracts worth a total of US$53m (about S$74.2m) to supply waste-to-energy (WTE) solutions in China. Though the contracts are relatively small, we view the continued clinching of WTE projects from China as an affirmation of the group's ability to remain as a major player in the imported WTE solutions market in China (currently has 60% market share), or even grow its infrastructure business in markets such as Europe and the Middle East. Higher fair value estimate for KepLand. Keppel has also been developing its property arm. Our property analyst has increased Keppel Land's fair value estimate to S$3.86 with the acquisition of two township projects in Shenyang, China and Ho Chi Minh City, as well as the increase in K-REIT's share price. Our SOTP value rises in tandem to S$9.93 (prev. S$9.70), as we update the market prices for Keppel's business entities. Maintain BUY. |
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| 14-Jan-2010 10:38 |
Keppel
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keppel Corp
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(OCBC 13 January 2010) Keppel Corporation; Developing its other business drivers Our SOTP value rises in tandem to S$9.93 (prev.S$9.70) Infrastructure contracts underscore ambitions. The group recently announced two contracts worth a total of US$53m (about S$74.2m) to supply waste-to-energy (WTE) solutions in China. Though the contracts are relatively small, we view the continued clinching of WTE projects from China as an affirmation of the group's ability to remain as a major player in the imported WTE solutions market in China (currently has 60% market share), or even grow its infrastructure business in markets such as Europe and the Middle East. Higher fair value estimate for KepLand. Keppel has also been developing its property arm. Our property analyst has increased Keppel Land's fair value estimate to S$3.86 with the acquisition of two township projects in Shenyang, China and Ho Chi Minh City, as well as the increase in K-REIT's share price. Our SOTP value rises in tandem to S$9.93 (prev. S$9.70), as we update the market prices for Keppel's business entities. Maintain BUY. | ||||
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| 14-Jan-2010 10:34 |
Keppel
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keppel Corp
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(OCBC 13 January 2010) Keppel Corporation; Developing its other business drivers Our SOTP value rises in tandem to S$9.93 (prev.S$9.70) Infrastructure contracts underscore ambitions. The group recently announced two contracts worth a total of US$53m (about S$74.2m) to supply waste-to-energy (WTE) solutions in China. Though the contracts are relatively small, we view the continued clinching of WTE projects from China as an affirmation of the group's ability to remain as a major player in the imported WTE solutions market in China (currently has 60% market share), or even grow its infrastructure business in markets such as Europe and the Middle East. Higher fair value estimate for KepLand. Keppel has also been developing its property arm. Our property analyst has increased Keppel Land's fair value estimate to S$3.86 with the acquisition of two township projects in Shenyang, China and Ho Chi Minh City, as well as the increase in K-REIT's share price. Our SOTP value rises in tandem to S$9.93 (prev. S$9.70), as we update the market prices for Keppel's business entities. Maintain BUY. (OCBC 4 December 2009) Keppel Corporation; Brighter outlook. Upgrade to BUY. Fair value S$9.70 Upgrade to BUY. Reflecting the higher pace of new orders and bright sector outlook, we anticipate new order wins of S$3.8b and S$4.0b for its core offshore marine segment in FY10 and FY11 respectively. We have raised our earnings estimates as well. Our recent upgrade of Keppel Land has also bumped up our fair value estimate to S$9.70 (based on SOTP valuation). Finally, Keppel has also mentioned that it may unlock the value of some of its infrastructure assets through a listed business trust, given suitable market conditions. With all the above reasons, we upgrade the stock to a BUY. | ||||
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| 13-Jan-2010 14:31 |
Keppel
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keppel Corp
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11Jan'10 closed $8.71 (successful break above $8.61) 08Jan'10 closed $8.65 (successful break above $8.61) 07Jan'10 closed $8.69 (successful break above $8.61) By The Edge Monday, 11 January 2010 Keppel Corp ($8.65) — Poised for breakout Prices have been entrenched within a sideways range since July last year, making January the sixth month within the consolidation range. Last week, however, prices attempted to break above the thrice-tested $8.61 level. The 50- and 100-day moving averages could start to draw apart after drawing together, a positive sign. Volume has increased significantly on a white-candle day. Quarterly momentum is turning up and breaking out of an eight-month downtrend. A successful break above $8.61 indicates a target of $9.61. A break below $8.61 would negate the target. |
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| 13-Jan-2010 10:39 |
Ezra
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Ezra
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SINGAPORE, 12 January 2010 (Ezra Holdings owns 48.57% of EOC Limited*** ) EOC'S SUBSIDIARY SIGNS COOPERATIVE AGREEMENT (approximately US$179m) WITH PETROVIETNAM SUBSIDIARY EOC Limited*** (EOC or the Group), one of Asia's leading operators of offshore construction & floating production vessels,has signed a cooperative agreement with PetroVietnam Transportation Corporation (PVT), a subsidiary of the national oil and gas group in Vietnam, PetroVietnam, to incorporate a joint venture which will be equally owned through their respective subsidiaries . This joint venture involves the providing operations and maintenance services for an FPSO (Floating Production Storage and Offloading vessel) which is expected to earn up to approximately US$81 million in revenue for the primary term of six years and, additionally up to another approximately US$98 million for the remaining option period of up to six years. This earnings stream - together with the charter of the FPSO, which EOC will co-own with three other entities - will significantly increase the Group's recurrent income base and allow it to add to its robust earnings model. Mr Lim Kwee Keong, EOC's Chief Executive Officer, said: "This partnership with PVT represents a major milestone for the Group. Apart from creating an additional recurrent income stream, it allows us to strengthen our ties with our Vietnamese partners, and increase the Group's geographic footprint and will position us to capture more opportunities in terms of securing lucrative contracts within the region."................. http://www.emasoffshore-cnp.com/news.php?releaseid=466494 |
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| 10-Jan-2010 21:38 |
Ezra
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Ezra
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Orders look likely to come back in 2010 A better 2010. After a rather quiet 2009, we believe Singapore’s offshore & marine orders could boom in 2010, bolstered by positive industry dynamics including higher oil prices, a capex revival and easing credit markets. Singapore rig builders and service operators should be prime beneficiaries of order awards from Brazil*, Australia**, the Middle East and India. International oil & gas projects in the pipeline; Singapore O&M companies to benefit: Region: Brazil* Overview. : Planned output to reach 3.3m bpd by 2013, with an increasing amount coming from pre-salt discoveries Est. capex. : US$174.4bn over 2009-2013 Short term catalysts. : 28 deep-water rigs and 10 FPSOs for pre-salt discoveries. 1st package of deep-water rigs to be announced in 1Q10 Key beneficiaries. : Companies with deepwater and development related capabilities Singapore O&M players.: Ezra, Keppel Corp, Sembcorp Marine, Swiber Region: Australasian** Overview. : Increase LNG production capacity from 20mtpa to 50 mtpa by 2017 Est. capex. : A$85bn over 2009-2014. Over A$240bn over next decade Short term catalysts. : 2nd phase of Gorgon tender to be announced in 2Q10. PNG, Ichthys LNG to reach FID in late 2009 and 2010 respectively. Key beneficiaries. : Marine service operators, companies exposed to LNG, oil & gas fabrication capabilities Singapore O&M players.: Ezra, Ezion, AusGroup, CSE Global Multi-industry/Offshore & Marine CIMB -LIM Siew Khee |
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| 08-Jan-2010 17:33 |
Keppel
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keppel Corp
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Keppel secured 2 technology contracts (approximately S$74.2 million) in China ! PRESS RELEASE Keppel’s technology for largest waste-to-energy plant in China Latest two technology contracts reaffirm company’s market leadership SINGAPORE/SHENZHEN, 08 January 2010 – Keppel Seghers Belgium N.V. (Keppel Seghers), the environmental engineering arm of Keppel Integrated Engineering (KIE), has secured two contracts to supply waste-to-energy (WTE) solutions, totalling US$53 million (approximately S$74.2 million), in China. http://info.sgx.com/webcoranncatth.nsf/VwAttachments/Att_2463E98C3DD6E4A8482576A500314AF2/$file/Shenzhen.contract2010.pdf?openelement |
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| 08-Jan-2010 15:48 |
Ezra
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Ezra
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Ezra scoops up ‘distressed’ state-of-art equipment for $24m Ezra Holdings, the integrated support and marine services provider in the offshore oil & gas (O&G) sector, says it has acquired distressed state-of-the-art energy service equipment worth a total of US$17.1 million ($23.9 million) to beef up the capacity of its energy services unit. Ezra says the equipment bought are designed to withstand harsh environments and temperatures as low as –20 degrees Celsius. They can also be deployed both onshore and offshore. |
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| 07-Jan-2010 11:25 |
Midas
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Midas
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$1.02 now! Wow | ||||
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| 07-Jan-2010 10:45 |
Keppel
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keppel Corp
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Breakout bollinger upper band ! +$0.20 $8.62 now.
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| 07-Jan-2010 09:18 |
Keppel
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keppel Corp
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(CIMB 02/12/09) Keppel Corporation Ltd; Bright prospects. OUTPERFORM Target: S$10.80 • Maintain Outperform and target price of S$10.80, still based on sum-of-the-parts valuation. We see share-price upside from higher implied valuations for Keppel O&M as Keppel O&M appears to be trading at a discount (12x forward P/E) to its historical average of 16x. We also see upside from accelerated Brazilian order wins and strong, sustainable O&M margins. • S$6.4bn order book; more opportunities. Our order assumptions for 2010 remain S$3.5bn. Order flows could stream in for Keppel O&M, including: 1) a US$120m contract from Petrobras for de-commissioning services for ships used in the conversion of the P-58 FPSO; 2) the formal conversion of a Letter of Intent to a contract for a P-61 tender-leg platform of US$950m; and 3) the conversion of a second FPSO unit for Ezra (estimated at US$300m). • More contracts from Petrobras? We believe the potential acquisition of a 70% stake in WTorre’s shipyard in Rio Grande do Sul, Southern Brazil could strengthen Keppel’s position to win some of Petrobras’ seven drillship tenders (first package of 28 rigs) to be concluded by 1Q10. We also believe Keppel could secure at least one of the two high-specification rigs (second package) which will be directly owned by Petrobras, estimated at a minimum US$4,550m. ***** (AmResearch 10 Dec,09) Buy Call on Keppel , SOP-based fair value of $10.65 Since beginning October this year, Keppel has secured new contracts worth US$1.3 billion ($1.9 billion) compared to only US$57 million ($80 million) in 3QFY09. We estimate that Keppel has – since beginning 2009 – secured new orders worth US$2 billion ($2.9 billion) – which includes contracts for its infrastructure division. The new flow of jobs have already been incorporated into our order replenishment estimate for FY2009F. As such, we maintain our forecasts and reaffirm our buy call on Keppel with an unchanged sum-of-parts (SOP)-based fair value of $10.65 per share. ***** (OCBC 4 December 2009) Keppel Corporation; Brighter outlook. Upgrade to BUY. Fair value S$9.70 Upgrade to BUY. Reflecting the higher pace of new orders and bright sector outlook, we anticipate new order wins of S$3.8b and S$4.0b for its core offshore marine segment in FY10 and FY11 respectively. We have raised our earnings estimates as well. Our recent upgrade of Keppel Land has also bumped up our fair value estimate to S$9.70 (based on SOTP valuation). Finally, Keppel has also mentioned that it may unlock the value of some of its infrastructure assets through a listed business trust, given suitable market conditions. With all the above reasons, we upgrade the stock to a BUY. |
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| 06-Jan-2010 17:12 |
Olam Intl
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Ramping up its capex
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and Bloomberg too http://www.bloomberg.com/apps/news?pid=newsarchive&sid=ay7rQFGUItU8
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| 06-Jan-2010 17:09 |
Olam Intl
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Ramping up its capex
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from The Edge Singapore
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| 06-Jan-2010 16:35 |
Olam Intl
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Ramping up its capex
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Olam plans bond sale in ‘massive’ debt year, CEO says Olam International, a supplier of commodities from cashews to coffee, plans to sell bonds in 2010, taking advantage of a “massive” year for debt to adjust financing levels, Chief Executive Officer Sunny Verghese said. “There’s a cyclical upturn but people are still worried about structural imbalances, such as large public deficits,” Verghese said in an interview in Singapore today. “A lot of companies will be wanting to raise capital preemptively so I think it’ll be a massive year for bonds, especially the first six months.” The U.S. corporate bond market had its second-biggest day ever yesterday after General Electric Capital Corp. and a unit of Lloyds Banking Group Plc led offerings of at least US$23.2 billion, closing in on record issuance of US$24.9 billion ($34.8) on Feb. 18, 2009, according to data compiled by Bloomberg. In Asia-Pacific outside Japan, bonds sales in either euros, dollars or yen surged to US$170 billion last year, from US$63.3 billion in 2008 and US$71.6 billion in 2007. Vietnam Shipbuilding Industry Group, also known as Vinashin, is planning to sell as much as US$600 million of bonds overseas, while PT Chandra Asri, the Indonesian petrochemical company, may revive a plan in October to sell up to US$250 million of five-year dollar bonds. Bloomberg , Wed, 06 Jan'10 12:58 Market Capitalisation Market Cap ($ Millions) 5,358.19 Shares Outstanding 1,991.89 Float 1,402.72 Valuation Ratios Price/Earnings 21.76 Price/Sales 0.61 Price/Book 4.41 Price/Cash Flow 18.14 Profitability Ratios (%) Gross Margin 18.10 Operating Margin 5.24 Net Profit Margin 2.88 |
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| 06-Jan-2010 15:18 |
Keppel
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keppel Corp
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Corr: +$0.04 $8.42 now! The bollinger bands is heading to widen sharply in few days time.
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