Showing posts with label Oil&Gas. Show all posts
Showing posts with label Oil&Gas. Show all posts

Nov 23, 2016

Cory Diary : Global Warming

This has been one of most contentious. Global temperature has been rising. Does not using coal helps ? Should we use Nuclear energy ? Will the damage be reversible especially our oceans ? Is Oil the problem and the solution ? Save the Earth helps ? Cutting down electrical usage helps or just prolong the issue ?

Cory believes is plainly due to human population growth. From google ...

"What is human population growth?


Global human population growth amounts to around 75 million annually, or 1.1% per year. The global population has grown from 1 billion in 1800 to 7 billion in 2012. It is expected to keep growing, where estimates have put the total population at 8.4 billion by mid-2030, and 9.6 billion by mid-2050."


Ding Ding is Human Population. That's it. There is simply more increase in the rate of energy dissipation into the environment thus higher temperature we felt and measured. However daily total energy get emitted into space, which is why we need the SUN to keeps Earth alive. The dissipation of waste energy is so efficient that in total none is left over time on what we received else we will be roasted in no time. Trust me !

So is this rising temperature going to stop ? Not with increasing population but it does get mitigated with better efficiency in the equipment we use. There maybe to a point where human population tapered/decrease largely in poorer countries en-mass due to heat thus indirectly controlling the population rise. Developed countries which use a lot of the power ie. air-con, computers, lights, TVs, Fridge, Washing Machine, Hair dryer, Iron ...  are basically self-contained due to decrease in birth rate anyway.

Ok ! Before environmentalist starts to "Flame me", I share no joy in increasing temperature. And cutting down power usage helps a little but frankly is really little. Human population jumps 840% in 2 centuries. The answer is right in our face, we just need to manage our population better. We are wasting too much time and money in other directions to contain the Heat. Is a natural Earth cap.

Short term of our lives, Human Interested Consumption will do well such as property and food.
Excitements that gives joys to our life will do well too.

In my dream. Maybe we should invest in Stock that leads us to our Universe. Keppel and SBI stocks will rocket like our population growth. Inter-galactic Space Shuttle program anyone or should we get down to earth ? Singapore Dome ? 400 men crews Aircraft Carrier ? 


Cory
20161123



Dec 17, 2014

Cory Diary : SEMBCORP IND

Oil ! Oil ! Oil! Crashed. Many people may have thank Saudi Arabia that we have an Oil Crisis except this time is for lower price. As a matter of fact, Shale Oil and Gas is the cause of main disruption with maturing technology that break OPEC monopoly who works in "cahoots" with few other key players that not always play fair.

Is there gem right now ? Let's me try to investigate SEMBCORP IND today.

Capital Gain
The worst SBI price is about 2.11 during 2008 Global Financial Crisis. This is not. A lower oil price is good for the economy. We have 10 years of growth when oil price stays low. However it can be a nervous investment for the new investors who never see it for Oil Support Industry. The Monthly Chart indicate 4.0-4.1 range as resistance. And appears reached. Weekly Chart will be in the region of 3.89. Down side seems limited i guess but market sentiments are hardly predictable. Volume is weakening.

Dividend Yield
2014 declared dividend ~ 0.22. That's on the high side i feel. Let's MOS to 0.15.
3.5% yield roughly. That's 35k for a Million for a rather consistent performing counter.

Business Segment
This is not fly by night company.

Sembcorp Industries was incorporated in Singapore on 20 May 1998 to act as the 
holding company for the merger between Singapore Technologies Industries 
Corporation (STIC) and Sembawang Corporation. On 22 July 1998, it assumed its 
present name. The merger was effective on 3 October 1998.


i. Utilities


ii. Marine & Offshore Engineering
This business focuses principally on repair, building and conversion of ships 
and rigs, and offshore engineering.



iii. Environmental Management


iv. Industrial Parks

After Thoughts
Every crisis can be an opportunity. Will this be one of them ?
Long term with a back mirror will we regret ?
What's the down side ?
Can it be a long term hold and forget ?
Time to nibble slowly ?

Here's my novice notes today. Hope you like it. May we prospers till we go to dust.


Cory
17th Dec 2014