Sembcorp Reported Dismayed Q3 2015 Result Given Profit Reversals and Impairment, FVE Lowered
Sembcorp reported a dismayed third-quarter 2015 result as net profit and revenue declined 17% and 36% year on year, respectively, to SGD 247...
289 Views
This quality rig builder has pricing power, but low-cost competitors are gaining traction.
We lower our earnings forecast and fair value estimate on Keppel Corp as we scale back our expectations on the company's offshore and marine, or...
298 Views
3Q15 results: Earning deterioration finally speeds up. More to come.
We have been warning about earnings downgrade as early as the beginning of this year. We were in the view that the street is too generous on SMM's...
281 Views
1Q15 results: Immediate earning downward revision; Order cancellation right on the horizon.
Sembcorp Marine's 1Q15 results is disappointing:- 1Q Revenue is down by 2% YoY, accounting for 21% of consensus full year revenue- 1Q Net Profit is...
278 Views
Digital disruption bifurcates traditional market segmentation
How should digital leaders advise businesses? Two ways: target the high and low ends of the market while allowing cannibalisation against their...
1.3k Views