Sembcorp Marine 1Q15: Results Inline, Limited Downside in the near Term
I talked about downside to Sembcorp Marine Ltd 's revenue and margins in my earlier insights, particularly the following two insights: Sembcorp...
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SembCorp Industries: Putting on a Brave Face
SembCorp Industries might have two main revenue drivers - Utilities and Marine. But these play a vastly different role in terms of driving...
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Sembcorp Marine: Sete Brasil a Step Closer to Bankruptcy & Contract Cancellation?
Following my insight dated Jan 7 on Sete Brasil's potential bankruptcy ( Sembcorp Marine: Major Customer Sete Brasil May File for Bankruptcy ),...
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Keppel Corp 1Q16 Results: Property Come to Save Offshore? What Awaits SMM?
Keppel Corp reported its 1Q16 results this evening (here is the url to the announcement and presentation). Overall it is a set of disappointing...
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SCI 4Q15 Results: Bullish on Utilities, Thoughts on SMM
Sembcorp Industries Ltd reported its 4Q15 results this evening (link to financial statement, presentation). Thanks to the net loss contribution...
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