[New post] CIMB: Sembcorp Marine

alanyeo posted: " Shortage of workers woes■ Shortage of workers led to provision for labour cost (S$361m) for SMM; grossloss of S$588m and net loss of S$647m in 1H21. This should ease in 2H21.■ Order book at S$1.78bn, which gives less than two years of earningsvisibility." Respond to this post by replying above this line New post on Alpha Edge Investing CIMB: Sembcorp Marine by alanyeo Shortage of workers woes■ Shortage of workers led to provision for labour cost (S$361m) for SMM; grossloss of S$588m and net loss of S$647m in 1H21. This should ease in 2H21.■ Order book at S$1.78bn, which gives less than two years of earningsvisibility. Combining KEP O&M could bring order book to S$7.48bn.■ Our Hold call […] Read more of this post alanyeo | July 30, 2021 at 3:21 pm | Tags: Sembcorp Marine | Categories: Equities - Research Reports by Brokers/ Banks | URL: https://wp.me/p7fA1-2hG Comment    See all comments    Like Unsubscribe to no longer receive posts from Alpha Edge Investing. Change your email settings at Manage Subscriptions. Trouble clicking? Copy and paste this URL into your browser: http://alphaedgeinvesting.com/2021/07/30/cimb-sembcorp-marine/ Thanks for flying with WordPress.com