Category Archives: YZ-Offshore & Marine

Keppel Corporation & Sembcorp Marine

The memorandum of Understanding (MOUs) As many have expected, Keppel Corporation (Keppel) and Sembcorp Marine (SMM) have finally decided to combine their resources and expertise that they have built up in the offshore and marine (O&M) space. The combined entity … Continue reading

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Investing psychology : averaging up

I had a very brief conversation over lunch with a friend just several weeks ago. After an exchange of pleasantries and knowing that he invests in stocks, it was natural that our talking conversation centred around stocks. I asked him … Continue reading

Posted in DBS, Keppel Corp, SIA, Z-FINANCIAL EDUCATION, Z-INVESTMENTS, Z-Personal Finance | Tagged , , , , , , | Leave a comment

Keppel Corporation – Is the merger still on the cards?

Just recently, Keppel Corporation announced a huge loss of $506m for FY2020, which resulted in its share price sliding for 6 consecutive days from $5.70 to $4.90 on 1 February 2021. Since then, it has been struggling around the $5.00 … Continue reading

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Taking stocks of Year 2020

Year 2020 has been a year of frightful year. Following the fruitful ending for year 2019, most of us were hopeful that the prosperity would follow through into year 2020. Just the opposite. It was nightmarish not long after the … Continue reading

Posted in Capitaland, Comfort Delgro, DBS, First Resources, Keppel Corp, Keppel Land, OCBC, OUE, SBS Transit, SembCorp Marine, UOB, Venture Corporation, Wilmar, Yangzijiang, YZ-E_commerce | Tagged , , , , , | Leave a comment

Keppel Corporation

[Background – It has been extremely tumultuous for Keppel Corp (Keppel Corporation) in the past 12 months. Its share price has been going through huge swings both in the up and down directions. Until very recently, the general share price … Continue reading

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Sembcorp shareholders’ hands are tight

It has been more than a week since the submission of a proposal to SGX by Sembcorp Industry and her subsidiary Sembcorp Marine (SCM) to raise fund of $2.1b for the SCM, and for the demerger between the two entities. … Continue reading

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Demerger of Sembcrop Industries (SCI) & Sembcorp Marine (SCM)

On 8 June 2020, Sembcorp Industries (SCI) and its subsidiary, Sembcorp Marine (SCM), jointly announced a proposal of $2.1 billion renounceable rights issue for SCM. This involves a 5:1 rights issue to existing SCM shareholders as well as Temasek Holding … Continue reading

Posted in Keppel Corp, SembCorp Marine, YZ-ENGINEERING, YZ-Offshore & Marine, Z-FINANCIAL EDUCATION, Z-INVESTMENTS | Tagged , , , , | Leave a comment

Keppel Corporation

What a pleasant surprise! Temasek Holdings (TH) through its wholly owned subsidiary, Kyanite Investment Holdings, is proposing a partial offer to acquire 30.55% of Keppel Corporation to increase its shareholding from its current shareholding of 20.45% to 51.0%. Based on … Continue reading

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Walking away from a corporate bond deal

I came across an article on the newspaper yesterday morning that Ezion Holdings will be having a meeting with bondholders this coming Monday to present a debt restructuring plan. It reminded me that corporate and perpetual bonds were selling like … Continue reading

Posted in DBS, Swiber, Z-FINANCIAL EDUCATION, Z-INVESTMENTS, Z-Personal Finance | Tagged , , | Leave a comment

Technology destroyed some traditional businesses (3): Keppel Corp & Sembcorp Marine

The share price of Keppel Corp ended today at $6.42. It has lost about 35%-40% its steady state value of about $10 per share 3-4 years ago.  Everyone knows that the reason for this was due to the collapse of … Continue reading

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