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- LordGazzelleLordGazzelle
  ·2021-08-03
  Wow
  US Factory Orders Top 2018 Highs, Despite Tumbling ISM<blockquote>尽管ISM暴跌，美国工厂订单仍创2018年新高</blockquote>
  (Aug 3) Despite a notably weak print for ISM's Manufacturing survey (at 2021 lows), analysts expecte
  US Factory Orders Top 2018 Highs, Despite Tumbling ISM<blockquote>尽管ISM暴跌，美国工厂订单仍创2018年新高</blockquote>
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- LordGazzelleLordGazzelle
  ·2021-08-03
  Wow
  @美股研究社：
  美银证券：将英伟达(NVDA.O)目标价从225美元上调至250美元。$英伟达(NVDA)$
  美银证券：将英伟达(NVDA.O)目标价从225美元上调至250美元。$英伟达(NVDA)$
  775 评论
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- LordGazzelleLordGazzelle
  ·2021-07-01
  $Apple(AAPL)$wow nice bonus.
  2,143 评论
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- LordGazzelleLordGazzelle
  ·2021-06-30
  Wow
  非常抱歉，此主贴已删除
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- LordGazzelleLordGazzelle
  ·2021-06-30
  Nice!
  非常抱歉，此主贴已删除
  2,674 评论
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- LordGazzelleLordGazzelle
  ·2021-06-24
  Amazing!
  Keppel, Sembcorp Marine in talks for marine services deal, sources say<blockquote>消息人士称，吉宝与胜科海事正在就海事服务协议进行谈判</blockquote>
  (Reuters) -Temasek-backed Singapore conglomerate Keppel Corp and Sembcorp Marine are set to begin ta
  Keppel, Sembcorp Marine in talks for marine services deal, sources say<blockquote>消息人士称，吉宝与胜科海事正在就海事服务协议进行谈判</blockquote>
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- LordGazzelleLordGazzelle
  ·2021-06-24
  That' new for tourism sector!
  非常抱歉，此主贴已删除
  781 评论
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22:13","market":"us","language":"en","title":"US Factory Orders Top 2018 Highs, Despite Tumbling ISM<blockquote>尽管ISM暴跌，美国工厂订单仍创2018年新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184642734","media":"zerohedge","summary":"(Aug 3) Despite a notably weak print for ISM's Manufacturing survey (at 2021 lows), analysts expecte","content":"<p>(Aug&nbsp;3)&nbsp;Despite a notably weak print for ISM's Manufacturing survey (at 2021 lows), analysts expected US Factory orders to continue their rebound back near 2018's record highs, and they did, rising 1.5% MoM, better than the 1.0% increase expected.</p><p><blockquote>（8月3日）尽管ISM制造业调查结果明显疲软（处于2021年低点），但分析师预计美国工厂订单将继续反弹至2018年创纪录高点附近，事实也的确如此，环比增长1.5%，好于预期的1.0%增幅。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f428881ba2d140bd04f6d5fec2f02f46\" tg-width=\"979\" tg-height=\"566\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> <b>That is the 13th monthly increase of the last 14 and puts Factory orders back at their 2018 highs.</b></p><p><blockquote><b>这是过去14个月中的第13个月度增长，使工厂订单回到2018年的高点。</b></blockquote></p><p> The final print for durable goods orders in June were slightly better than expected and improved over the month.</p><p><blockquote>6月份耐用品订单的最终打印量略好于预期，并在当月有所改善。</blockquote></p><p> Finally, just like we saw in Q2 2018, survey data appears to be signaling something not so positive for US factory orders going forward...</p><p><blockquote>最后，就像我们在2018年Q2看到的那样，调查数据似乎预示着美国工厂订单的未来不太乐观...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4150df7f625f92e68cd729cbf4044c0c\" tg-width=\"979\" tg-height=\"562\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>Source: Bloomberg</i></p><p><blockquote><i>资料来源：彭博社</i></blockquote></p><p> Unless, of course, we get another few trillion in Washington largesse washing around the nation's crony capitalists.</p><p><blockquote>当然，除非我们在华盛顿再得到几万亿美元的慷慨资助，绕过这个国家的裙带资本家。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Factory Orders Top 2018 Highs, Despite Tumbling ISM<blockquote>尽管ISM暴跌，美国工厂订单仍创2018年新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Factory Orders Top 2018 Highs, Despite Tumbling ISM<blockquote>尽管ISM暴跌，美国工厂订单仍创2018年新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-08-03 22:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Aug&nbsp;3)&nbsp;Despite a notably weak print for ISM's Manufacturing survey (at 2021 lows), analysts expected US Factory orders to continue their rebound back near 2018's record highs, and they did, rising 1.5% MoM, better than the 1.0% increase expected.</p><p><blockquote>（8月3日）尽管ISM制造业调查结果明显疲软（处于2021年低点），但分析师预计美国工厂订单将继续反弹至2018年创纪录高点附近，事实也的确如此，环比增长1.5%，好于预期的1.0%增幅。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f428881ba2d140bd04f6d5fec2f02f46\" tg-width=\"979\" tg-height=\"566\" width=\"100%\" height=\"auto\"><span>Source: Bloomberg</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：彭博社</span></p></blockquote></p><p> <b>That is the 13th monthly increase of the last 14 and puts Factory orders back at their 2018 highs.</b></p><p><blockquote><b>这是过去14个月中的第13个月度增长，使工厂订单回到2018年的高点。</b></blockquote></p><p> The final print for durable goods orders in June were slightly better than expected and improved over the month.</p><p><blockquote>6月份耐用品订单的最终打印量略好于预期，并在当月有所改善。</blockquote></p><p> Finally, just like we saw in Q2 2018, survey data appears to be signaling something not so positive for US factory orders going forward...</p><p><blockquote>最后，就像我们在2018年Q2看到的那样，调查数据似乎预示着美国工厂订单的未来不太乐观...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4150df7f625f92e68cd729cbf4044c0c\" tg-width=\"979\" tg-height=\"562\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <i>Source: Bloomberg</i></p><p><blockquote><i>资料来源：彭博社</i></blockquote></p><p> Unless, of course, we get another few trillion in Washington largesse washing around the nation's crony capitalists.</p><p><blockquote>当然，除非我们在华盛顿再得到几万亿美元的慷慨资助，绕过这个国家的裙带资本家。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/us-factory-orders-top-2018-highs-despite-tumbling-ism\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/us-factory-orders-top-2018-highs-despite-tumbling-ism","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184642734","content_text":"(Aug 3) Despite a notably weak print for ISM's Manufacturing survey (at 2021 lows), analysts expected US Factory orders to continue their rebound back near 2018's record highs, and they did, rising 1.5% MoM, better than the 1.0% increase expected.\nSource: Bloomberg\nThat is the 13th monthly increase of the last 14 and puts Factory orders back at their 2018 highs.\nThe final print for durable goods orders in June were slightly better than expected and improved over the month.\nFinally, just like we saw in Q2 2018, survey data appears to be signaling something not so positive for US factory orders going forward...\n\nSource: Bloomberg\nUnless, of course, we get another few trillion in Washington largesse washing around the nation's crony capitalists.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807318254,"gmtCreate":1628000219578,"gmtModify":1633754500459,"author":{"id":"4087471161853650","authorId":"4087471161853650","name":"LordGazzelle","avatar":"https://static.tigerbbs.com/23d0a55eedba84045b465f323a09f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087471161853650","idStr":"4087471161853650"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807318254","repostId":"807958083","repostType":1,"repost":{"id":807958083,"gmtCreate":1627998200142,"gmtModify":1628001875571,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"htmlText":"美银证券：将英伟达(NVDA.O)目标价从225美元上调至250美元。<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"美银证券：将英伟达(NVDA.O)目标价从225美元上调至250美元。$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/090b05821f90382d8b773ab20834e146","width":"500","height":"375"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807958083","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151476605,"gmtCreate":1625104815807,"gmtModify":1633944752502,"author":{"id":"4087471161853650","authorId":"4087471161853650","name":"LordGazzelle","avatar":"https://static.tigerbbs.com/23d0a55eedba84045b465f323a09f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087471161853650","idStr":"4087471161853650"},"themes":[],"htmlText":"<a 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13:48","market":"sg","language":"en","title":"Keppel, Sembcorp Marine in talks for marine services deal, sources say<blockquote>消息人士称，吉宝与胜科海事正在就海事服务协议进行谈判</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187067912","media":"Reuters","summary":"(Reuters) -Temasek-backed Singapore conglomerate Keppel Corp and Sembcorp Marine are set to begin ta","content":"<p>(Reuters) -Temasek-backed Singapore conglomerate Keppel Corp and Sembcorp Marine are set to begin talks to explore combining their ailing offshore and marine (O&amp;M) businesses, two sources familiar with the matter said on Thursday.</p><p><blockquote>（路透社）-两位知情人士周四表示，淡马锡支持的新加坡企业集团吉宝企业和胜科海事将开始谈判，探讨合并其陷入困境的近海和海事(O&amp;M)业务。</blockquote></p><p> A potential deal would bring together one of the world’s largest offshore oil rig builders with smaller rival Sembcorp after the businesses were whiplashed by years of oversupply in the sector, sustained weakness in oil prices and a drop in new orders.</p><p><blockquote>一项潜在的交易将使全球最大的海上石油钻井平台建造商之一与规模较小的竞争对手胜科合并，此前两家公司因该行业多年来供应过剩、油价持续疲软和新订单下降而受到打击。</blockquote></p><p> “Consolidation is needed simply because of competition, and the need for bigger working capital to take on new and bigger projects,” said Joel Ng at KGI Securities. Both companies own a network of shipyards in Singapore and overseas, including in Brazil, and employ thousands of workers.</p><p><blockquote>凯基证券(KGI Securities)的乔尔·吴(Joel Ng)表示：“整合是必要的，因为竞争以及需要更多营运资金来承接新的更大项目。”两家公司在新加坡和海外（包括巴西）拥有造船厂网络，并雇用了数千名工人。</blockquote></p><p> Trading in shares of Keppel and Sembcorp, which both count Singapore state investor Temasek Holdings as their largest shareholder, was halted on Thursday pending announcements.</p><p><blockquote>吉宝和胜科的股票交易周四暂停，等待公告，这两家公司的最大股东都是新加坡国有投资者淡马锡控股。</blockquote></p><p> Sembcorp has a market value of S$2.4 billion ($1.8 billion), while Keppel, whose businesses include property and infrastructure, is valued at S$9.3 billion.</p><p><blockquote>胜科的市值为24亿新元（合18亿美元），而业务包括房地产和基础设施的吉宝的市值为93亿新元。</blockquote></p><p> Keppel declined comment while there was no immediate response from Sembcorp Marine to a Reuters query. Both companies are holding separate news conferences later on Thursday.</p><p><blockquote>吉宝拒绝置评，胜科海事也没有立即回应路透社的询问。两家公司将于周四晚些时候分别举行新闻发布会。</blockquote></p><p> The sources said boards of both companies are meeting to begin discussions that could take many months and ultimately result in Keppel Corp hiving off its O&amp;M business and combining it with Sembcorp Marine, the sources said.</p><p><blockquote>消息人士称，两家公司的董事会正在开会开始讨论，这可能需要数月时间，最终导致吉宝企业剥离其运维业务，并将其与胜科海事合并。</blockquote></p><p> The sources declined to be identified as they were not authorised to speak to media.</p><p><blockquote>消息人士拒绝透露姓名，因为他们无权接受媒体采访。</blockquote></p><p> Markets have been expecting a much-needed consolidation in the rig-building sector as companies in the shipbuilding and marine sectors in markets such as South Korea and China have already joined forces amid a weak sector outlook.</p><p><blockquote>市场一直预计钻井平台建造行业将出现急需的整合，因为韩国和中国等市场的造船和海事行业公司已经在行业前景疲软的情况下联手。</blockquote></p><p> Keppel’s shares have lost around 15% over the past 12 months, while Sembcorp has tumbled 40%.</p><p><blockquote>吉宝的股价在过去12个月内下跌了约15%，而胜科则下跌了40%。</blockquote></p><p> Last year, Temasek scrapped a $3 billion move to raise its stake in Keppel and take control, following Keppel’s poor performance.</p><p><blockquote>去年，由于吉宝业绩不佳，淡马锡取消了30亿美元增持吉宝股份并取得控制权的举措。</blockquote></p><p> Then this year, Keppel said it was exploring options for its O&amp;M business, as part of the group’s 10-year strategy to refocus its portfolio on energy and environment, urban development, connectivity and asset management.</p><p><blockquote>今年晚些时候，吉宝表示正在探索其运维业务的选择，作为该集团将其投资组合重新聚焦于能源和环境、城市发展、互联互通和资产管理的10年战略的一部分。</blockquote></p><p> Market talk of a consolidation between the rig builders had first resurfaced in June 2020 when Sembcorp Industries, the former parent of Sembcorp Marine, unveiled plans to demerge its core business from the lossmaking rig builder.</p><p><blockquote>2020年6月，当胜科海事的前母公司胜科工业公布了将其核心业务与亏损的钻井平台制造商分拆的计划时，市场上关于钻井平台制造商之间合并的讨论首次重新浮出水面。</blockquote></p><p> Then Temasek stepped in to support a $1.5 billion rights issue by Sembcorp Marine.</p><p><blockquote>随后淡马锡介入支持胜科海事15亿美元的配股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKeppel, Sembcorp Marine in talks for marine services deal, sources say<blockquote>消息人士称，吉宝与胜科海事正在就海事服务协议进行谈判</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-06-24 13:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) -Temasek-backed Singapore conglomerate Keppel Corp and Sembcorp Marine are set to begin talks to explore combining their ailing offshore and marine (O&amp;M) businesses, two sources familiar with the matter said on Thursday.</p><p><blockquote>（路透社）-两位知情人士周四表示，淡马锡支持的新加坡企业集团吉宝企业和胜科海事将开始谈判，探讨合并其陷入困境的近海和海事(O&amp;M)业务。</blockquote></p><p> A potential deal would bring together one of the world’s largest offshore oil rig builders with smaller rival Sembcorp after the businesses were whiplashed by years of oversupply in the sector, sustained weakness in oil prices and a drop in new orders.</p><p><blockquote>一项潜在的交易将使全球最大的海上石油钻井平台建造商之一与规模较小的竞争对手胜科合并，此前两家公司因该行业多年来供应过剩、油价持续疲软和新订单下降而受到打击。</blockquote></p><p> “Consolidation is needed simply because of competition, and the need for bigger working capital to take on new and bigger projects,” said Joel Ng at KGI Securities. Both companies own a network of shipyards in Singapore and overseas, including in Brazil, and employ thousands of workers.</p><p><blockquote>凯基证券(KGI Securities)的乔尔·吴(Joel Ng)表示：“整合是必要的，因为竞争以及需要更多营运资金来承接新的更大项目。”两家公司在新加坡和海外（包括巴西）拥有造船厂网络，并雇用了数千名工人。</blockquote></p><p> Trading in shares of Keppel and Sembcorp, which both count Singapore state investor Temasek Holdings as their largest shareholder, was halted on Thursday pending announcements.</p><p><blockquote>吉宝和胜科的股票交易周四暂停，等待公告，这两家公司的最大股东都是新加坡国有投资者淡马锡控股。</blockquote></p><p> Sembcorp has a market value of S$2.4 billion ($1.8 billion), while Keppel, whose businesses include property and infrastructure, is valued at S$9.3 billion.</p><p><blockquote>胜科的市值为24亿新元（合18亿美元），而业务包括房地产和基础设施的吉宝的市值为93亿新元。</blockquote></p><p> Keppel declined comment while there was no immediate response from Sembcorp Marine to a Reuters query. Both companies are holding separate news conferences later on Thursday.</p><p><blockquote>吉宝拒绝置评，胜科海事也没有立即回应路透社的询问。两家公司将于周四晚些时候分别举行新闻发布会。</blockquote></p><p> The sources said boards of both companies are meeting to begin discussions that could take many months and ultimately result in Keppel Corp hiving off its O&amp;M business and combining it with Sembcorp Marine, the sources said.</p><p><blockquote>消息人士称，两家公司的董事会正在开会开始讨论，这可能需要数月时间，最终导致吉宝企业剥离其运维业务，并将其与胜科海事合并。</blockquote></p><p> The sources declined to be identified as they were not authorised to speak to media.</p><p><blockquote>消息人士拒绝透露姓名，因为他们无权接受媒体采访。</blockquote></p><p> Markets have been expecting a much-needed consolidation in the rig-building sector as companies in the shipbuilding and marine sectors in markets such as South Korea and China have already joined forces amid a weak sector outlook.</p><p><blockquote>市场一直预计钻井平台建造行业将出现急需的整合，因为韩国和中国等市场的造船和海事行业公司已经在行业前景疲软的情况下联手。</blockquote></p><p> Keppel’s shares have lost around 15% over the past 12 months, while Sembcorp has tumbled 40%.</p><p><blockquote>吉宝的股价在过去12个月内下跌了约15%，而胜科则下跌了40%。</blockquote></p><p> Last year, Temasek scrapped a $3 billion move to raise its stake in Keppel and take control, following Keppel’s poor performance.</p><p><blockquote>去年，由于吉宝业绩不佳，淡马锡取消了30亿美元增持吉宝股份并取得控制权的举措。</blockquote></p><p> Then this year, Keppel said it was exploring options for its O&amp;M business, as part of the group’s 10-year strategy to refocus its portfolio on energy and environment, urban development, connectivity and asset management.</p><p><blockquote>今年晚些时候，吉宝表示正在探索其运维业务的选择，作为该集团将其投资组合重新聚焦于能源和环境、城市发展、互联互通和资产管理的10年战略的一部分。</blockquote></p><p> Market talk of a consolidation between the rig builders had first resurfaced in June 2020 when Sembcorp Industries, the former parent of Sembcorp Marine, unveiled plans to demerge its core business from the lossmaking rig builder.</p><p><blockquote>2020年6月，当胜科海事的前母公司胜科工业公布了将其核心业务与亏损的钻井平台制造商分拆的计划时，市场上关于钻井平台制造商之间合并的讨论首次重新浮出水面。</blockquote></p><p> Then Temasek stepped in to support a $1.5 billion rights issue by Sembcorp Marine.</p><p><blockquote>随后淡马锡介入支持胜科海事15亿美元的配股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-3-keppel-sembcorp-marine-in-talks-for-marine-services-deal-sources-say-idUSL2N2O536D\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BN4.SI":"吉宝有限公司"},"source_url":"https://www.reuters.com/article/keppel-corp-trading-halt-sembcorp-marine/update-3-keppel-sembcorp-marine-in-talks-for-marine-services-deal-sources-say-idUSL2N2O536D","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187067912","content_text":"(Reuters) -Temasek-backed Singapore conglomerate Keppel Corp and Sembcorp Marine are set to begin talks to explore combining their ailing offshore and marine (O&M) businesses, two sources familiar with the matter said on Thursday.\nA potential deal would bring together one of the world’s largest offshore oil rig builders with smaller rival Sembcorp after the businesses were whiplashed by years of oversupply in the sector, sustained weakness in oil prices and a drop in new orders.\n“Consolidation is needed simply because of competition, and the need for bigger working capital to take on new and bigger projects,” said Joel Ng at KGI Securities. Both companies own a network of shipyards in Singapore and overseas, including in Brazil, and employ thousands of workers.\nTrading in shares of Keppel and Sembcorp, which both count Singapore state investor Temasek Holdings as their largest shareholder, was halted on Thursday pending announcements.\nSembcorp has a market value of S$2.4 billion ($1.8 billion), while Keppel, whose businesses include property and infrastructure, is valued at S$9.3 billion.\nKeppel declined comment while there was no immediate response from Sembcorp Marine to a Reuters query. Both companies are holding separate news conferences later on Thursday.\nThe sources said boards of both companies are meeting to begin discussions that could take many months and ultimately result in Keppel Corp hiving off its O&M business and combining it with Sembcorp Marine, the sources said.\nThe sources declined to be identified as they were not authorised to speak to media.\nMarkets have been expecting a much-needed consolidation in the rig-building sector as companies in the shipbuilding and marine sectors in markets such as South Korea and China have already joined forces amid a weak sector outlook.\nKeppel’s shares have lost around 15% over the past 12 months, while Sembcorp has tumbled 40%.\nLast year, Temasek scrapped a $3 billion move to raise its stake in Keppel and take control, following Keppel’s poor performance.\nThen this year, Keppel said it was exploring options for its O&M business, as part of the group’s 10-year strategy to refocus its portfolio on energy and environment, urban development, connectivity and asset management.\nMarket talk of a consolidation between the rig builders had first resurfaced in June 2020 when Sembcorp Industries, the former parent of Sembcorp Marine, unveiled plans to demerge its core business from the lossmaking rig builder.\nThen Temasek stepped in to support a $1.5 billion rights issue by Sembcorp Marine.","news_type":1,"symbols_score_info":{"BN4.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128678652,"gmtCreate":1624516064776,"gmtModify":1634004969607,"author":{"id":"4087471161853650","authorId":"4087471161853650","name":"LordGazzelle","avatar":"https://static.tigerbbs.com/23d0a55eedba84045b465f323a09f2fa","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087471161853650","idStr":"4087471161853650"},"themes":[],"htmlText":"That' new for tourism sector!","listText":"That' new for tourism sector!","text":"That' new for tourism sector!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128678652","repostId":"1199514762","repostType":4,"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}