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Latest Forum Topics / Swiber  Post Reply
Swiber
srichipan
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23-Jan-2013 19:17     
 
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 Alert Admin 		I see. Thanks!

Peter_Pan      ( Date: 23-Jan-2013 19:07) Posted:

Done some technical analysis also, cannot follow blindly.

srichipan      ( Date: 23-Jan-2013 18:59) Posted:

Peter you base it on analyst reports ah? That's what I saw from your previous posts.
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Peter_Pan
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23-Jan-2013 19:07     
 
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 Alert Admin 		Done some technical analysis also, cannot follow blindly.

srichipan      ( Date: 23-Jan-2013 18:59) Posted:

Peter you base it on analyst reports ah? That's what I saw from your previous posts.

Peter_Pan      ( Date: 23-Jan-2013 18:28) Posted:

Simple, this is a company with a good base. You may refer to my earlier postings. Cheers
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srichipan
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23-Jan-2013 18:59     
 
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 Alert Admin 		Peter you base it on analyst reports ah? That's what I saw from your previous posts.

Peter_Pan      ( Date: 23-Jan-2013 18:28) Posted:

Simple, this is a company with a good base. You may refer to my earlier postings. Cheers!

Bryanchoo      ( Date: 23-Jan-2013 17:18) Posted:

hi Peter, any reasons for the last moment rally?have been viewing this counter for the past few days, was stagnant.


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Peter_Pan
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23-Jan-2013 18:28     
 
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 Alert Admin 		Simple, this is a company with a good base. You may refer to my earlier postings. Cheers!

Bryanchoo      ( Date: 23-Jan-2013 17:18) Posted:

hi Peter, any reasons for the last moment rally?have been viewing this counter for the past few days, was stagnant.

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Bryanchoo
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23-Jan-2013 17:18     
 
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 Alert Admin 		hi Peter, any reasons for the last moment rally?have been viewing this counter for the past few days, was stagnant.
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Peter_Pan
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23-Jan-2013 17:08     
 
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 Alert Admin 		Enjoy...
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Peter_Pan
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13-Jan-2013 10:30     
 
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 Alert Admin 		CIMB's TP for Swiber is $0.84.
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Peter_Pan
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13-Jan-2013 04:25     
 
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 Alert Admin 		Analyst report from another bank brokerage may be coming out soon after re-rating.
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james87
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10-Jan-2013 23:20     
 
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 Alert Admin 		Looks like a good buy with potential to run and good PE. Shall channel some of my fund to this counter. 
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Peter_Pan
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09-Jan-2013 21:09     
 
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 Alert Admin

Swiber Holdings (SWIB SP, AK3) –

Strong foothold in India, Indonesia, and Brunei

 

Last price: S$0.645

Target Price: S$0.86

 

2012 has been a bumper year for Swiber. It won around US$1.1b worth of new contracts, 30% more than in the previous year. Currently, its orderbook stands at US$1.4b, of which 40% will be recognised in 2013. Management is still optimistic that more new contracts will follow this year. Swiber has transformed into a regional player with footprints in established oil-producing ASEAN countries as well as in    India  and the    Middle East. This year, it won its maiden project in    Mexico, adding another important market to its business. This extensive footprint allows Swiber to benefit from economies of scale. Our target price is S$0.86, or 6.2x forward PE, and we maintain our BUY call.

UOB Kay Hian 

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Peter_Pan
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09-Jan-2013 14:09     
 
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 Alert Admin 		I'm not sifu lah. Both are still good for entry at current levels. But you must ask yourself, are you able to stomach the retracement, if any.

windatoz      ( Date: 09-Jan-2013 13:49) Posted:



Thank you sifu, followed your Swiber  call, still holding on.

Sold my ChinaMZ & Midas too fast, could you advise idea price for both entry again.

Thanks again!!!

 

 

 

Peter_Pan      ( Date: 09-Jan-2013 13:42) Posted:



Re-rating potential coming from more contract wins and 
improving margins. Stock has been up 8.4% since we initiated 
coverage a month ago, but valuations are still attractive at current levels 
in our opinion. Maintain Buy with TP of SGD0.82, pegged to 8x FY13F 
PER.


Maybank Kim Eng
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windatoz
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09-Jan-2013 13:49     
 
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Thank you sifu, followed your Swiber  call, still holding on.

Sold my ChinaMZ & Midas too fast, could you advise idea price for both entry again.

Thanks again!!!

 

 

 

Peter_Pan      ( Date: 09-Jan-2013 13:42) Posted:



Re-rating potential coming from more contract wins and 
improving margins. Stock has been up 8.4% since we initiated 
coverage a month ago, but valuations are still attractive at current levels 
in our opinion. Maintain Buy with TP of SGD0.82, pegged to 8x FY13F 
PER.


Maybank Kim Eng
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Peter_Pan
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09-Jan-2013 13:42     
 
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Re-rating potential coming from more contract wins and 
improving margins. Stock has been up 8.4% since we initiated 
coverage a month ago, but valuations are still attractive at current levels 
in our opinion. Maintain Buy with TP of SGD0.82, pegged to 8x FY13F 
PER.


Maybank Kim Eng
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GorgeousOng
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09-Jan-2013 12:24     
 
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 Alert Admin 		Thank you Sir!

Peter_Pan      ( Date: 09-Jan-2013 12:14) Posted:

Enjoy...

GorgeousOng      ( Date: 07-Jan-2013 15:19) Posted:



Thank you very much
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Peter_Pan
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09-Jan-2013 12:14     
 
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 Alert Admin 		Enjoy...

GorgeousOng      ( Date: 07-Jan-2013 15:19) Posted:



Thank you very much!

Peter_Pan      ( Date: 07-Jan-2013 15:15) Posted:

Nope
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Peter_Pan
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09-Jan-2013 11:57     
 
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 Alert Admin
Swiber Holdings  
Healthy pipelines 
Tendering activities remain firm, Maintain Buy.   Our recent 
conversation with management indicates that offshore construction 
contracting activities remain strong. There are gushes of contracts 
coming out from Mexico (Pemex) and India (ONGC). Other promising 
areas which Swiber is bidding for projects include Indonesia, Myanmar 
and Thailand where about USD5b worth of contracts relevant to Swiber 
are available for bidding. We see potential for some of these bids to 
turn into firm contracts in 1Q13. Our FY13F contract win expectation is 
USD1.2b. Maintain Buy and TP of SGD0.82. 
May still be in the running for ONGC contract. According to 
Upstream, Swiber together with partner Larsen & Toubro (L& T) recently 
emerged as the second lowest consortium bidder to construct a 
process platform for ONGC in the Heera field. Swiber’s quote of 
USD297.9m came in slightly below the lowest bidder’s USD289.5m bid. 
Last week, ONGC awarded a separate Heera field contract to L& T in 
favour of the lowest bidder. We infer that price may not be the ultimate 
deciding factor and Swiber could still be in the running for this project. 
Increased MTN limit. On 24 Dec 2012, Swiber raised its MTN limit 
from SGD700m to SGD1.0b and expanded the program to include 
perpetual securities. We estimate that it now has about SGD480m 
available for drawdown. We believe that Swiber may need more funds 
to repurchase its sale-and-leaseback vessels. This would see cost 
savings from lower operating leases but would bring debt back onto the 
balance sheet. Previously, it has identified seven key vessels to buy 
back and has repurchased two of those. We understand that if all seven 
vessels are bought back, savings in operating leases could drive gross 
margins up from the current 15% level to above 20%.  
4Q12 to be unexciting, catalysts in contract wins and margins. We 
expect 4Q12 results to be unexciting with flat QoQ growth. However, 
we see re-rating potential coming from more contract wins and 
improving margins. Stock has been up 8.4% since we initiated 
coverage a month ago, but valuations are still attractive at current levels 
in our opinion. Maintain Buy with TP of SGD0.82, pegged to 8x FY13F 
PER.
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Peter_Pan
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09-Jan-2013 11:29     
 
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 Alert Admin 		You're welcome.

secinue      ( Date: 08-Jan-2013 13:00) Posted:

Thank you!

Peter_Pan      ( Date: 08-Jan-2013 12:56) Posted:

Target price around 0.82. This is a very undervalued stock
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secinue
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08-Jan-2013 13:00     
 
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 Alert Admin 		Thank you!

Peter_Pan      ( Date: 08-Jan-2013 12:56) Posted:

Target price around 0.82. This is a very undervalued stock.

secinue      ( Date: 08-Jan-2013 12:47) Posted:

hi all! Thinking of buying into Swiber, can someone advise on what the target price is? :)
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srichipan
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08-Jan-2013 12:58     
 
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 Alert Admin

swiber vs otto marine. which one better?

 
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Peter_Pan
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08-Jan-2013 12:56     
 
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 Alert Admin 		Target price around 0.82. This is a very undervalued stock.

secinue      ( Date: 08-Jan-2013 12:47) Posted:

hi all! Thinking of buying into Swiber, can someone advise on what the target price is? :)
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