Latest Forum Topics / Keppel Last:6.69 -0.03 | Post Reply |
keppel Corp
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krisluke
Supreme |
15-Jul-2013 09:39
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Keppel Corp: CS has a 2Q13 results preview (announcing on 18 Jul after-market), anticipates a record jackup delivery to drive recovery in O& M margins and expects 2Q13 net profit of $420m (represents 27% of consensus FY13 net profit of $1.56b). CS maintain OUTPERFORM rating on Keppel Corp with TP of $13.70. CS expect a q/q improvement in the O& M margin to above 15% in 2Q13 from 14.1% in 1Q13, driven by an acceleration in rig deliveries. In 2Q13, Keppel delivered 7 out of 20 jackup rigs due in 2013, an increase from the five units delivered in 1Q13. The rigs were delivered ahead of schedule by an average of 19 days, earning a combined bonus of US$2.2m. Keppel Merlimau Cogen could contribute more to infrastructure profit in 2Q13 with the completion of its 400MW expansion in late March. The average electricity pool price was firm in 2Q13, increasing to $185/MWh from $175/MWh in 1Q13, driven by a rise in electricity demand during the haze. |
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samson
Veteran |
12-Jul-2013 22:59
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上 半 年 全 球 新 船 订 单 大 幅 增 长阅 读 次 数 : 62 发 布 日 期 : 2013-7-10   2013年 上 半 年 全 球 新 船 订 单 同 比 增 长 40%, 韩 国 新 船 订 单 同 比 增 长 61%。
据 克 拉 克 森 的 最 新 统 计 , 上 半 年 全 球 新 船 订 单 为 749艘 1666万 CGT, 与 去 年 同 期 的 704艘 1194万 CGT相 比 , 增 长 了 40%。
尤 其 是 集 装 箱 船 、 散 货 船 、 油 船 等 商 船 订 单 领 域 与 2012年 上 半 年 相 比 大 幅 增 长 。 韩 国 上 半 年 共 获 得 184艘 599万 CGT, 占 全 球 新 船 订 单 的 36%, 与 去 年 上 半 年 119艘 373万 CGT, 同 比 增 长 61%。 以 DWT统 计 为 1661万 DWT, 去 年 同 期 为 777万 DWT。
从 订 单 总 额 来 看 , 韩 国 的 新 船 订 单 总 额 仅 增 长 23%, 从 去 年 上 半 年 的 150.5亿 美 元 增 长 至 184.86亿 美 元 。 业 内 认 为 , 2013年 新 船 订 单 价 格 触 底 , 造 船 订 单 总 额 增 幅 较 低 , 全 球 船 东 判 断 , 眼 下 正 是 进 行 新 船 项 目 的 最 佳 时 机 。
2013年 上 半 年 , 中 国 船 厂 共 获 得 347艘 657万 CGT新 船 订 单 , 占 全 球 新 船 订 单 量 的 39.5%, 与 去 年 同 期 263艘 383万 CGT相 比 , 增 长 了 72%。
 
国 际 船 舶 网 |
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pasttime
Member |
12-Jul-2013 11:24
Yells: "." |
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drifter198 greetings. when the money flow back into sin city, this one can float. |
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drifter198
Member |
12-Jul-2013 11:06
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True. Many funds have been forecasting > $12 for quite some time..not sure when will hit though
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pasttime
Member |
12-Jul-2013 10:55
Yells: "." |
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take profit never wrong.  this is fun manager darling . so have more fun . |
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drifter198
Member |
12-Jul-2013 10:49
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Sian...profit taking day. | ||||
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pasttime
Member |
12-Jul-2013 10:43
Yells: "." |
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tap said to continue open for a while longer. risk on time? | ||||
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MtFaber
Member |
05-Jul-2013 14:47
Yells: "PRICE may not equal VALUE" |
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Attempt to break the 30 days MA twice failed. Today if it can break 10.55 (30 days MA) it may try to move up to the 60 days MA at 10.70. Clearly it is still on a down trend unless the price is able to stay above all MAs.   |
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Rosesyrup
Veteran |
05-Jul-2013 14:21
Yells: "Get your own opinion, don't follow blindly." |
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Huh? What gap?
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JarolLo
Veteran |
14-Jun-2013 13:30
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I just noticed there is a gap on 21/22 Nov 2012  between 9.96 and 10.14. The market may come down to close the gap. Take note for s/t players.
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ahmah00
Member |
14-Jun-2013 12:29
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i keep for kep corp for its good dividends and perks like bonus shares from time-to-time. I bought it with CPF money since I can't take the money out to use also. So now my CPF acct got small lots here and there frm keppel. | ||||
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Octavia
Elite |
14-Jun-2013 12:24
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Thanks for the advice,Yiming. Have been keeping this stock for the past  3 years and hardly make much.Guess its growth potential is limited with china shipyards stealing their work orders.
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yiming2000
Senior |
14-Jun-2013 12:07
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Friend Octavia, there is fear in the market. It does not matter what the fundamentals are, bear sentiments will drive stock price down as investors run for cover. Right now, Asian emerging markets are vulnerable as hot money money flows out.  Only the really brave investor will buy as the price drops further to 9.50 and lower.   |
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Octavia
Elite |
14-Jun-2013 10:26
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Nomura maintains Buy with $13.20 TP. House met Keppel Offshore and Marine management today during a shipyard tour with investors. Key discussion points: 1) continued order strength in Jack-ups and Semi-subs 2) competition from Chinese and Korean yards is not a key threat near term as house note established operators continue to primarily use Singapore yards given proven execution capabilities. Margin guidance was maintained at ~10-12%, although house believe there is potential upside from higher orders for conversions/upgrades and owndesign vessel deliveries. With undemanding valuations and an attractive dividend yield of 4.5%, house reiterate its BUY rating. | ||||
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Octavia
Elite |
14-Jun-2013 10:19
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KC broke the important 1045 support today to close at 1033 after hitting a low of 1023 Immediate support at 1020 Natural support at 1000 |
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guoyanyunyan
Elite |
11-Jun-2013 11:17
Yells: "uncertainty always exist" |
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Rig order upswing benefits Singapore yards - Maybank An uptrend in rig order cycle will help Singapore's rig builders shrug off competition from peers in China and South Korea, and boost their share prices, said Maybank Kim Eng in a research note. Yeak Chee Keong, a Maybank analyst, preferred Sembcorp Marine, which underperformed cross-town rival Keppel Corp but boasts a better earnings growth profile. Rig ordering cycle is still on an uptrend, Yeak wrote, The surprise upside in jackup orders in the first half of the year would only serve to boost the impending cycle. He expects two Singapore yards to secure total orders of $11 billion in fiscal year 2013, up from $8 billion last year, excluding those related to Petroleo Brasileiro SA (Petrobras). Competition from Chinese yards, which offer price discounts and attractive financing terms, is unlikely to pose a serious threat to the Singapore yards for the time being as most top drilling companies remain sceptical on whether the Chinese can deliver quality products on time, he added. Keppel shares were trading at $10.56, and have fallen 1.5% year to date, while Sembcorp Marine have fallen 7% so far this year, against a 1.4% rise in Singapore's benchmark Straits Times Index . Yeak trimmed the target price on Keppel to $12.50 from $12.85, but kept the target price for Sembcorp Marine unchanged at $5.40. |
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yiming2000
Senior |
07-Jun-2013 02:10
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Hang in there for a rough ride. Market is trending down on bad sentiments. See you guys on the other side of this bear run. |
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stemplar
Member |
05-Jun-2013 22:51
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looks like kepcorp rebounded off 10.48..thanks for info marubozu | ||||
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marubozu1688
Veteran |
02-Jun-2013 21:43
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KepCorp is just sitting on the long term uptrend support now. http://mystocksinvesting.com/singapore-stocks/keppel-corp/kepcorp-technically-bearish/  
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stemplar
Member |
01-Jun-2013 10:31
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any info on kepcorp's support levels? | ||||
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