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2021-07-24

Ok

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>

2021-06-24

Impressive

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>

2021-06-24

Intense

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2021-06-22

Totally

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2021-06-22

Woah

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2021-06-21

Very tough day

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2021-06-21

Very tough day

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2021-06-20

Too outstanding

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2021-06-20

Oh no

Why oil prices may shoot at least 15% higher: Goldman Sachs<blockquote>高盛：为什么油价可能上涨至少15%</blockquote>

2021-06-19

That’s tough

Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.<blockquote>银行股是美联储日的赢家。为什么他们会被压垮。</blockquote>

2021-06-19

Hopefully drop more first

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2021-06-18

Ford to the moon!

Why Ford's Stock Is Moving Today<blockquote>为什么福特的股票今天在波动</blockquote>

2021-06-18

AMD to the moon!

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2021-06-17

Sure not

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2021-06-17

Nice

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2021-06-17

Ok

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2021-06-17

Ok

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2021-06-16

Ok

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2021-06-16

Ok

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2021-06-15

Nice

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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":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128298379,"gmtCreate":1624517086891,"gmtModify":1631889001887,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581501420003989","authorIdStr":"3581501420003989"},"themes":[],"htmlText":"Impressive","listText":"Impressive","text":"Impressive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/128298379","repostId":"1187067912","repostType":4,"repost":{"id":"1187067912","kind":"news","pubTimestamp":1624513711,"share":"https://www.laohu8.com/m/news/1187067912?lang=zh_CN&edition=full","pubTime":"2021-06-24 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":2976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128034244,"gmtCreate":1624495009288,"gmtModify":1631889001888,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581501420003989","authorIdStr":"3581501420003989"},"themes":[],"htmlText":"Intense","listText":"Intense","text":"Intense","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128034244","repostId":"1142461694","repostType":4,"isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120181498,"gmtCreate":1624315065214,"gmtModify":1631889001890,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581501420003989","authorIdStr":"3581501420003989"},"themes":[],"htmlText":"Totally","listText":"Totally","text":"Totally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120181498","repostId":"1155858890","repostType":4,"isVote":1,"tweetType":1,"viewCount":3737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120181342,"gmtCreate":1624315049986,"gmtModify":1631889001893,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581501420003989","authorIdStr":"3581501420003989"},"themes":[],"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120181342","repostId":"1127414335","repostType":4,"isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164724164,"gmtCreate":1624237060558,"gmtModify":1631889001896,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581501420003989","authorIdStr":"3581501420003989"},"themes":[],"htmlText":"Very 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outstanding","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165698668","repostId":"1140699063","repostType":4,"isVote":1,"tweetType":1,"viewCount":2204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165691733,"gmtCreate":1624121990122,"gmtModify":1631889001906,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581501420003989","authorIdStr":"3581501420003989"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165691733","repostId":"1180733695","repostType":4,"repost":{"id":"1180733695","kind":"news","pubTimestamp":1624021744,"share":"https://www.laohu8.com/m/news/1180733695?lang=zh_CN&edition=full","pubTime":"2021-06-18 21:09","market":"us","language":"en","title":"Why oil prices may shoot at least 15% higher: Goldman Sachs<blockquote>高盛：为什么油价可能上涨至少15%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180733695","media":"finance.yahoo","summary":"Supply constraints and a global economyrapidly reboundingfrom the debilitating COVID-19 pandemic lay","content":"<p>Supply constraints and a global economyrapidly reboundingfrom the debilitating COVID-19 pandemic lays the foundation for much higher oil prices, Goldman Sachs global head of commodities research Jeffrey Currie argues.</p><p><blockquote>高盛全球大宗商品研究主管杰弗里·柯里(Jeffrey Currie)认为，供应限制和全球经济从日益衰弱的COVID-19大流行中迅速反弹为油价大幅上涨奠定了基础。</blockquote></p><p> \"Near term our highest conviction long is oil where we still see brent [crude oil] averaging $80/bbl this third quarter with potential spikes well above $80/bbl. Global demand likely rose to 97.0 million barrels a day in recent days from 95.0 million barrels a day just a few weeks ago as the U.S. passes the baton to Europe and emerging markets, where even India is beginning to show improvements,\" Currie said in a new research note to clients on Friday.</p><p><blockquote>“短期内，我们对多头最有信心的是石油，我们仍然认为布伦特原油第三季度平均价格为80美元/桶，并有可能飙升至80美元/桶以上。最近几天，全球需求可能从9500万桶/桶升至9700万桶/桶。随着美国将接力棒传递给欧洲和新兴市场，甚至印度也开始出现改善，”柯里周五在给客户的一份新研究报告中表示。</blockquote></p><p> To be sure, oil prices have had a bullish bias of late.</p><p><blockquote>可以肯定的是，油价最近出现了看涨倾向。</blockquote></p><p> At more than$73 a barrel currently, brent crude oil prices are trading at levels not seen since the fall of 2018. The price of brent crude isup about 55% year-to-date.</p><p><blockquote>布伦特原油价格目前超过每桶73美元，处于2018年秋季以来的最高水平。今年迄今，布伦特原油价格上涨了约55%。</blockquote></p><p> Recent gains in the oil patch have been fueled by indications of strong demand meeting low levels of supply.</p><p><blockquote>有迹象表明强劲的需求满足了低水平的供应，推动了石油领域最近的上涨。</blockquote></p><p> The Energy Information Administration (EIA) reported this week that U.S. crude oil inventories fell by 7.4 million barrels for the week ended June 11. Meanwhile, the National Bureau of Statistics reported that crude oil throughput in China for May rose 4.4% versus last year to hit a record high.</p><p><blockquote>美国能源信息署（EIA）本周报告称，截至6月11日当周，美国原油库存减少740万桶。与此同时，国家统计局报告称，5月份中国原油吞吐量同比增长4.4%，创历史新高。</blockquote></p><p> Warns Goldman's Currie, \"With such robust demand growth against an almost inelastic supply curve outside of core OPEC+ (GCC + Russia), the global oil market is facing its deepest deficits since last summer at nearly 3.0 million barrels a day. With refiners quickly responding to small improvements in margins, petroleum product supplies have broadly matched this jump in end-use demand, leaving this deficit almost entirely in crude. We expect further demand increases towards 99.0 million barrels a day by August of which half can be accounted for purely from DM seasonality alone. By then the entire global post-COVID surplus will likely have vanished, by which point we believe elevated crude oil prices could be the catalyst to refocus the market on the reflation trade.\"</p><p><blockquote>高盛的柯里警告说，“在核心欧佩克+（海湾合作委员会+俄罗斯）之外，需求增长如此强劲，而供应曲线几乎没有弹性，全球石油市场正面临自去年夏天以来最严重的赤字，接近300万桶/日。随着炼油商迅速对利润率的小幅改善做出反应，石油产品供应与最终用途需求的增长基本匹配，这一赤字几乎完全来自原油。我们预计到8月份需求将进一步增加至每天9900万桶，其中一半可以完全归因于DM季节性。到那时，整个全球新冠疫情后的盈余可能会消失，届时我们认为原油价格上涨可能会成为市场重新关注通货再膨胀交易的催化剂。”</blockquote></p><p></p>","source":"lsy1612507957220","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>Why oil prices may shoot at least 15% higher: Goldman Sachs<blockquote>高盛：为什么油价可能上涨至少15%</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\">\nWhy oil prices may shoot at least 15% higher: Goldman Sachs<blockquote>高盛：为什么油价可能上涨至少15%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-06-18 21:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Supply constraints and a global economyrapidly reboundingfrom the debilitating COVID-19 pandemic lays the foundation for much higher oil prices, Goldman Sachs global head of commodities research Jeffrey Currie argues.</p><p><blockquote>高盛全球大宗商品研究主管杰弗里·柯里(Jeffrey Currie)认为，供应限制和全球经济从日益衰弱的COVID-19大流行中迅速反弹为油价大幅上涨奠定了基础。</blockquote></p><p> \"Near term our highest conviction long is oil where we still see brent [crude oil] averaging $80/bbl this third quarter with potential spikes well above $80/bbl. Global demand likely rose to 97.0 million barrels a day in recent days from 95.0 million barrels a day just a few weeks ago as the U.S. passes the baton to Europe and emerging markets, where even India is beginning to show improvements,\" Currie said in a new research note to clients on Friday.</p><p><blockquote>“短期内，我们对多头最有信心的是石油，我们仍然认为布伦特原油第三季度平均价格为80美元/桶，并有可能飙升至80美元/桶以上。最近几天，全球需求可能从9500万桶/桶升至9700万桶/桶。随着美国将接力棒传递给欧洲和新兴市场，甚至印度也开始出现改善，”柯里周五在给客户的一份新研究报告中表示。</blockquote></p><p> To be sure, oil prices have had a bullish bias of late.</p><p><blockquote>可以肯定的是，油价最近出现了看涨倾向。</blockquote></p><p> At more than$73 a barrel currently, brent crude oil prices are trading at levels not seen since the fall of 2018. The price of brent crude isup about 55% year-to-date.</p><p><blockquote>布伦特原油价格目前超过每桶73美元，处于2018年秋季以来的最高水平。今年迄今，布伦特原油价格上涨了约55%。</blockquote></p><p> Recent gains in the oil patch have been fueled by indications of strong demand meeting low levels of supply.</p><p><blockquote>有迹象表明强劲的需求满足了低水平的供应，推动了石油领域最近的上涨。</blockquote></p><p> The Energy Information Administration (EIA) reported this week that U.S. crude oil inventories fell by 7.4 million barrels for the week ended June 11. Meanwhile, the National Bureau of Statistics reported that crude oil throughput in China for May rose 4.4% versus last year to hit a record high.</p><p><blockquote>美国能源信息署（EIA）本周报告称，截至6月11日当周，美国原油库存减少740万桶。与此同时，国家统计局报告称，5月份中国原油吞吐量同比增长4.4%，创历史新高。</blockquote></p><p> Warns Goldman's Currie, \"With such robust demand growth against an almost inelastic supply curve outside of core OPEC+ (GCC + Russia), the global oil market is facing its deepest deficits since last summer at nearly 3.0 million barrels a day. With refiners quickly responding to small improvements in margins, petroleum product supplies have broadly matched this jump in end-use demand, leaving this deficit almost entirely in crude. We expect further demand increases towards 99.0 million barrels a day by August of which half can be accounted for purely from DM seasonality alone. By then the entire global post-COVID surplus will likely have vanished, by which point we believe elevated crude oil prices could be the catalyst to refocus the market on the reflation trade.\"</p><p><blockquote>高盛的柯里警告说，“在核心欧佩克+（海湾合作委员会+俄罗斯）之外，需求增长如此强劲，而供应曲线几乎没有弹性，全球石油市场正面临自去年夏天以来最严重的赤字，接近300万桶/日。随着炼油商迅速对利润率的小幅改善做出反应，石油产品供应与最终用途需求的增长基本匹配，这一赤字几乎完全来自原油。我们预计到8月份需求将进一步增加至每天9900万桶，其中一半可以完全归因于DM季节性。到那时，整个全球新冠疫情后的盈余可能会消失，届时我们认为原油价格上涨可能会成为市场重新关注通货再膨胀交易的催化剂。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/why-oil-prices-may-shoot-at-least-15-higher-goldman-sachs-130028408.html\">finance.yahoo</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":{},"source_url":"https://finance.yahoo.com/news/why-oil-prices-may-shoot-at-least-15-higher-goldman-sachs-130028408.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180733695","content_text":"Supply constraints and a global economyrapidly reboundingfrom the debilitating COVID-19 pandemic lays the foundation for much higher oil prices, Goldman Sachs global head of commodities research Jeffrey Currie argues.\n\"Near term our highest conviction long is oil where we still see brent [crude oil] averaging $80/bbl this third quarter with potential spikes well above $80/bbl. Global demand likely rose to 97.0 million barrels a day in recent days from 95.0 million barrels a day just a few weeks ago as the U.S. passes the baton to Europe and emerging markets, where even India is beginning to show improvements,\" Currie said in a new research note to clients on Friday.\nTo be sure, oil prices have had a bullish bias of late.\nAt more than$73 a barrel currently, brent crude oil prices are trading at levels not seen since the fall of 2018. The price of brent crude isup about 55% year-to-date.\nRecent gains in the oil patch have been fueled by indications of strong demand meeting low levels of supply.\nThe Energy Information Administration (EIA) reported this week that U.S. crude oil inventories fell by 7.4 million barrels for the week ended June 11. Meanwhile, the National Bureau of Statistics reported that crude oil throughput in China for May rose 4.4% versus last year to hit a record high.\nWarns Goldman's Currie, \"With such robust demand growth against an almost inelastic supply curve outside of core OPEC+ (GCC + Russia), the global oil market is facing its deepest deficits since last summer at nearly 3.0 million barrels a day. With refiners quickly responding to small improvements in margins, petroleum product supplies have broadly matched this jump in end-use demand, leaving this deficit almost entirely in crude. We expect further demand increases towards 99.0 million barrels a day by August of which half can be accounted for purely from DM seasonality alone. By then the entire global post-COVID surplus will likely have vanished, by which point we believe elevated crude oil prices could be the catalyst to refocus the market on the reflation trade.\"","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162613004,"gmtCreate":1624060966908,"gmtModify":1631889001911,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581501420003989","authorIdStr":"3581501420003989"},"themes":[],"htmlText":"That’s tough","listText":"That’s tough","text":"That’s tough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162613004","repostId":"1119296361","repostType":4,"repost":{"id":"1119296361","kind":"news","pubTimestamp":1624028454,"share":"https://www.laohu8.com/m/news/1119296361?lang=zh_CN&edition=full","pubTime":"2021-06-18 23:00","market":"us","language":"en","title":"Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.<blockquote>银行股是美联储日的赢家。为什么他们会被压垮。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119296361","media":"Barrons","summary":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier","content":"<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p><p><blockquote>当美联储发布6月份货币政策声明时，银行股上涨，该声明指出加息时间早于预期。周四，他们是市场最大的输家之一。</blockquote></p><p> There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p><p><blockquote>这是有充分理由的。银行通常通过短期借钱和长期借钱来赚钱，并从利差中获利。当长期利率上升速度快于短期利率时，银行利润率通常会提高，而当情况相反时，利润会恶化。</blockquote></p><p> After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p><p><blockquote>周三会议结束后，10年期国债收益率大幅反弹，上涨0.071%至1.569%，而两年期国债收益率上涨0.038个百分点至0.203%，两者利差达到1.366个百分点。这种扩大使得金融业，尤其是银行股成为少数几个对美联储周三的声明做出积极反应的行业之一。SPDR S&amp;P Bank ETF(KBE)上涨0.9%，摩根大通(JPM)上涨0.7%，尽管标准普尔500指数下跌0.5%，道琼斯工业平均指数下跌0.8%，纳斯达克综合指数下跌0.2%</blockquote></p><p> The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p><p><blockquote>然而，市场已经改变了主意。10年期国债收益率跌至1.498%，两年期国债收益率升至0.238%，差距为1.26个百分点。对于银行等利率敏感行业来说，所谓的收益率曲线变平是个坏消息。SPDR S&amp;P Bank ETF周四下跌4.5%，周五盘前交易下跌1%。摩根大通周四下跌2.9%，周五下跌约1%。周五标普500期货下跌0.6%，道指期货下跌0.8%。纳斯达克综合指数期货下跌0.4%。</blockquote></p><p> Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p><p><blockquote>市场为何大转变？为了让收益率继续上升，经济需要表明它正在迅速复苏。否则，投资者将押注美国在2008年金融危机后经历的缓慢增长。Evercore ISI策略师丹尼斯·德布斯切尔(Dennis DeBusschere)表示，由于周四初请失业金人数大幅下降，并在六周下降后首次上升，市场决定关注后者，而不是前者。他写道：“相对于所有人之前的想法，经济前景面临的风险是急剧转向鹰派，同时劳动力市场并不像美联储假设的那么强劲。”</blockquote></p><p> Until that changes, it will be hard for bank stocks to bounce back.</p><p><blockquote>在这种情况改变之前，银行股将很难反弹。</blockquote></p><p></p>","source":"lsy1601382232898","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>Bank Stocks Were Fed Day Winners. Why They’re Getting Crushed.<blockquote>银行股是美联储日的赢家。为什么他们会被压垮。</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\">\nBank Stocks Were Fed Day Winners. Why They’re Getting Crushed.<blockquote>银行股是美联储日的赢家。为什么他们会被压垮。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-18 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.</p><p><blockquote>当美联储发布6月份货币政策声明时，银行股上涨，该声明指出加息时间早于预期。周四，他们是市场最大的输家之一。</blockquote></p><p> There’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.</p><p><blockquote>这是有充分理由的。银行通常通过短期借钱和长期借钱来赚钱，并从利差中获利。当长期利率上升速度快于短期利率时，银行利润率通常会提高，而当情况相反时，利润会恶化。</blockquote></p><p> After Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&amp;P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&amp;P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%</p><p><blockquote>周三会议结束后，10年期国债收益率大幅反弹，上涨0.071%至1.569%，而两年期国债收益率上涨0.038个百分点至0.203%，两者利差达到1.366个百分点。这种扩大使得金融业，尤其是银行股成为少数几个对美联储周三的声明做出积极反应的行业之一。SPDR S&amp;P Bank ETF(KBE)上涨0.9%，摩根大通(JPM)上涨0.7%，尽管标准普尔500指数下跌0.5%，道琼斯工业平均指数下跌0.8%，纳斯达克综合指数下跌0.2%</blockquote></p><p> The market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&amp;P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&amp;P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.</p><p><blockquote>然而，市场已经改变了主意。10年期国债收益率跌至1.498%，两年期国债收益率升至0.238%，差距为1.26个百分点。对于银行等利率敏感行业来说，所谓的收益率曲线变平是个坏消息。SPDR S&amp;P Bank ETF周四下跌4.5%，周五盘前交易下跌1%。摩根大通周四下跌2.9%，周五下跌约1%。周五标普500期货下跌0.6%，道指期货下跌0.8%。纳斯达克综合指数期货下跌0.4%。</blockquote></p><p> Why the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.</p><p><blockquote>市场为何大转变？为了让收益率继续上升，经济需要表明它正在迅速复苏。否则，投资者将押注美国在2008年金融危机后经历的缓慢增长。Evercore ISI策略师丹尼斯·德布斯切尔(Dennis DeBusschere)表示，由于周四初请失业金人数大幅下降，并在六周下降后首次上升，市场决定关注后者，而不是前者。他写道：“相对于所有人之前的想法，经济前景面临的风险是急剧转向鹰派，同时劳动力市场并不像美联储假设的那么强劲。”</blockquote></p><p> Until that changes, it will be hard for bank stocks to bounce back.</p><p><blockquote>在这种情况改变之前，银行股将很难反弹。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA\">Barrons</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":{"C":"花旗","MS":"摩根士丹利","JPM":"摩根大通","GS":"高盛","WFC":"富国银行","BAC":"美国银行"},"source_url":"https://www.barrons.com/articles/bank-stocks-were-fed-day-winners-why-theyre-getting-crushed-today-51623957525?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119296361","content_text":"Bank stocks rosewhen the Fed released its June monetary policy statement, one thatpointed to earlier than expected rate hikes. On Thursday, they were among the market’s biggest losers.\nThere’s a good reason for that. Banks generally make money by borrowing money short and lending it out long—andmaking a profit off the spread. When longer-term rates rise faster than shorter-term ones, bank margins generally get better, while the profits deteriorate when the opposite happens.\nAfter Wednesday’s meeting, the 10-year yield got a big bounce—it rose 0.071% to 1.569%—while thetwo-year yield rose0.038 percentage point to 0.203%, putting the spread between the two at 1.366 percentage points. That widening made the financial sector generally, and bank stocks specifically, one of the few sectors to react positively to the Fed’s announcement on Wednesday. TheSPDR S&P Bank ETF(KBE) rose 0.9%, whileJPMorgan Chase(JPM) rose 0.7%, even as theS&P 500fell 0.5%, theDow Jones Industrial Averagedropped 0.8%, and theNasdaq Compositedeclined 0.2%\nThe market, however, has had a change of heart. The 10-year yield has fallen to 1.498%, while the two-year has risen to 0.238%, putting the gap at 1.26 percentage points. That so-called flattening of the yield curve is bad news for a rate-sensitive sector like banks. The SPDR S&P Bank ETF fell 4.5% on Thurdsay and 1% in premarket trading on Friday. JPMorgan dropped 2.9% on Thursday and is down about 1% on Friday. S&P 500 futures on Friday were down 0.6%, while Dow futures were down 0.8%. Futures for the Nasdaq Composite fell 0.4%.\nWhy the about-face from the market? For yields to keep rising, the economy needs to show that it is recovering quickly. Otherwise, investors are going to bet on a repeat of the slow growth the U.S. experienced after the financial crisis of 2008. With jobless claims missing by a wide margin Thursday—and experiencing the first rise following six weeks of drops—the market decided to focus on the latter, not the former, says Evercore ISI strategist Dennis DeBusschere. “The risk to the economic outlook is the sharp turn to hawkish side, relative to what everyone previously thought, at the same time the labor market isn’t as strong as the Fed assumed,” he writes.\nUntil that changes, it will be hard for bank stocks to bounce back.","news_type":1,"symbols_score_info":{"MS":0.9,"WFC":0.9,"JPM":0.9,"BAC":0.9,"C":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":1816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":162619343,"gmtCreate":1624060944182,"gmtModify":1634023478196,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581501420003989","authorIdStr":"3581501420003989"},"themes":[],"htmlText":"Hopefully drop more first","listText":"Hopefully drop more first","text":"Hopefully drop more first","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162619343","repostId":"1175119628","repostType":4,"isVote":1,"tweetType":1,"viewCount":1275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168669207,"gmtCreate":1623974174909,"gmtModify":1631884994028,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581501420003989","authorIdStr":"3581501420003989"},"themes":[],"htmlText":"Ford to the moon!","listText":"Ford to the moon!","text":"Ford to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/168669207","repostId":"1133589209","repostType":4,"repost":{"id":"1133589209","kind":"news","pubTimestamp":1623938567,"share":"https://www.laohu8.com/m/news/1133589209?lang=zh_CN&edition=full","pubTime":"2021-06-17 22:02","market":"us","language":"en","title":"Why Ford's Stock Is Moving Today<blockquote>为什么福特的股票今天在波动</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133589209","media":"benzinga","summary":"Ford Motor Company shares are trading higher after the company issued strong second-quarter guidance","content":"<p><div> Ford Motor Company shares are trading higher after the company issued strong second-quarter guidance ahead of its fireside chat Thursday at the Deutsche Bank Auto Conference. Here are some key ...</p><p><blockquote><div>福特汽车公司周四在德意志银行汽车会议上发表炉边谈话之前发布了强劲的第二季度指引，该公司股价走高。这里有一些钥匙...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Why Ford's Stock Is Moving Today<blockquote>为什么福特的股票今天在波动</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\">\nWhy Ford's Stock Is Moving Today<blockquote>为什么福特的股票今天在波动</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-06-17 22:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Ford Motor Company shares are trading higher after the company issued strong second-quarter guidance ahead of its fireside chat Thursday at the Deutsche Bank Auto Conference. Here are some key ...</p><p><blockquote><div>福特汽车公司周四在德意志银行汽车会议上发表炉边谈话之前发布了强劲的第二季度指引，该公司股价走高。这里有一些钥匙...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today\">benzinga</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":{"F":"福特汽车"},"source_url":"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133589209","content_text":"Ford Motor Company shares are trading higher after the company issued strong second-quarter guidance ahead of its fireside chat Thursday at the Deutsche Bank Auto Conference.\nHere are some key takeaways:\n\nFord sees adjusted EBIT as being significantly better year-over-year.\nFord highlighted strong customer reservations for four new vehicles: a full-size Bronco SUV, a battery-electric F-150 Lightning pickup, a Maverick compact truck and all-electric E-Transit commercial van.\nFord said improvement in autos is being driven by lower-than-anticipated costs and favorable market factors. Higher vehicle auction values are benefiting Ford Credit, the company said.\nFord sees second-quarter net income as being substantially lower year-over-year as a result of $3.5-billion investment in Argo AI.\nFord reported 36,000 customer reservations for the all-new Maverick compact pickup and 20,000 for the all-electric E-Transit commercial van.\n\nF Price Action:Ford shares were up 2.8% at $15.44 at last check premarket Thursday.\nThe stock has a 52-week high of $16.45 and a 52-week low of 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ext":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":122,"repostSize":0,"link":"https://laohu8.com/post/174145979","repostId":"1187067912","repostType":4,"repost":{"id":"1187067912","kind":"news","pubTimestamp":1624513711,"share":"https://www.laohu8.com/m/news/1187067912?lang=zh_CN&edition=full","pubTime":"2021-06-24 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; 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>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></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\">\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":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128298379,"gmtCreate":1624517086891,"gmtModify":1631889001887,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581501420003989","idStr":"3581501420003989"},"themes":[],"htmlText":"Impressive","listText":"Impressive","text":"Impressive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/128298379","repostId":"1187067912","repostType":4,"repost":{"id":"1187067912","kind":"news","pubTimestamp":1624513711,"share":"https://www.laohu8.com/m/news/1187067912?lang=zh_CN&edition=full","pubTime":"2021-06-24 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; 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>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></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\">\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":2976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168669207,"gmtCreate":1623974174909,"gmtModify":1631884994028,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581501420003989","idStr":"3581501420003989"},"themes":[],"htmlText":"Ford to the moon!","listText":"Ford to the moon!","text":"Ford to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/168669207","repostId":"1133589209","repostType":4,"repost":{"id":"1133589209","kind":"news","pubTimestamp":1623938567,"share":"https://www.laohu8.com/m/news/1133589209?lang=zh_CN&edition=full","pubTime":"2021-06-17 22:02","market":"us","language":"en","title":"Why Ford's Stock Is Moving Today<blockquote>为什么福特的股票今天在波动</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133589209","media":"benzinga","summary":"Ford Motor Company shares are trading higher after the company issued strong second-quarter guidance","content":"<p><div> Ford Motor Company shares are trading higher after the company issued strong second-quarter guidance ahead of its fireside chat Thursday at the Deutsche Bank Auto Conference. Here are some key ...</p><p><blockquote><div>福特汽车公司周四在德意志银行汽车会议上发表炉边谈话之前发布了强劲的第二季度指引，该公司股价走高。这里有一些钥匙...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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>Why Ford's Stock Is Moving Today<blockquote>为什么福特的股票今天在波动</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\">\nWhy Ford's Stock Is Moving Today<blockquote>为什么福特的股票今天在波动</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-06-17 22:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Ford Motor Company shares are trading higher after the company issued strong second-quarter guidance ahead of its fireside chat Thursday at the Deutsche Bank Auto Conference. Here are some key ...</p><p><blockquote><div>福特汽车公司周四在德意志银行汽车会议上发表炉边谈话之前发布了强劲的第二季度指引，该公司股价走高。这里有一些钥匙...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today\">benzinga</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":{"F":"福特汽车"},"source_url":"https://www.benzinga.com/news/21/06/21605013/why-fords-stock-is-moving-today","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133589209","content_text":"Ford Motor Company shares are trading higher after the company issued strong second-quarter guidance ahead of its fireside chat Thursday at the Deutsche Bank Auto Conference.\nHere are some key takeaways:\n\nFord sees adjusted EBIT as being significantly better year-over-year.\nFord highlighted strong customer reservations for four new vehicles: a full-size Bronco SUV, a battery-electric F-150 Lightning pickup, a Maverick compact truck and all-electric E-Transit commercial van.\nFord said improvement in autos is being driven by lower-than-anticipated costs and favorable market factors. Higher vehicle auction values are benefiting Ford Credit, the company said.\nFord sees second-quarter net income as being substantially lower year-over-year as a result of $3.5-billion investment in Argo AI.\nFord reported 36,000 customer reservations for the all-new Maverick compact pickup and 20,000 for the all-electric E-Transit commercial van.\n\nF Price Action:Ford shares were up 2.8% at $15.44 at last check premarket Thursday.\nThe stock has a 52-week high of $16.45 and a 52-week low of $5.74.","news_type":1,"symbols_score_info":{"F":0.9}},"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370565474,"gmtCreate":1618612362998,"gmtModify":1634291825778,"author":{"id":"3581501420003989","authorId":"3581501420003989","name":"TKe","avatar":"https://static.tigerbbs.com/1667ad4d8c49a39e16e5852a89f233a6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581501420003989","idStr":"3581501420003989"},"themes":[],"htmlText":"Faith in TSMC!","listText":"Faith in TSMC!","text":"Faith in TSMC!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/370565474","repostId":"1155509413","repostType":4,"repost":{"id":"1155509413","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1618587639,"share":"https://www.laohu8.com/m/news/1155509413?lang=zh_CN&edition=full","pubTime":"2021-04-16 23:40","market":"us","language":"en","title":"Taiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155509413","media":"Benzinga","summary":"Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the Wall Street Journal reports.Taiwan’s semiconductor wafer-fabrication factories  accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer Taiwan Semiconductor Manufacturing Co Ltd .Taiwan","content":"<p>Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the&nbsp;Wall Street Journal reports.</p><p><blockquote>据《华尔街日报》报道，台湾的严重干旱可能会加剧持续的全球芯片危机，因为半导体生产商在整个制造过程中需要大量供水来清洁晶圆底座、蚀刻图案、抛光层和冲洗组件。</blockquote></p><p> Taiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer&nbsp;<b>Taiwan Semiconductor Manufacturing Co Ltd</b>&nbsp;(NYSE:&nbsp;TSM).</p><p><blockquote>台湾的半导体晶圆厂（FAB）占全球制造能力的三分之二。大部分产能属于合同芯片制造商<b>台积电有限公司</b>（纽约证券交易所代码：TSM）。</blockquote></p><p> Taiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.</p><p><blockquote>台湾的大部分水资源储备来自季节性台风。然而，去年风暴的缺乏导致供应中断，促使政府开始对100多万企业和居民实行水配给。</blockquote></p><p> <b>Samsung Electronics Co Ltd</b>&nbsp;(OTC:&nbsp;SSNLF) had to&nbsp;temporarily shut down&nbsp;two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer&nbsp;<b>Renesas Electronics Corp’s</b>&nbsp;(OTC:&nbsp;RNECF) Japanese plant was&nbsp;hampered by&nbsp;the February earthquake and a March fire.</p><p><blockquote><b>三星电子有限公司</b>（场外交易代码：SSNLF）由于得克萨斯州天气异常，不得不暂时关闭其奥斯汀的两家芯片工厂。汽车芯片制造商<b>瑞萨电子公司</b>（场外交易代码：RNECF）日本工厂因二月地震和三月火灾而受到阻碍。</blockquote></p><p> Taiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.</p><p><blockquote>负责大部分芯片制造设施的台湾三个科学工业园区不得不限制用水量，但迄今为止并未停工。然而，它影响了一些公司。</blockquote></p><p> Alternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated&nbsp;<b>Micron Technology Inc</b>&nbsp;(NASDAQ:&nbsp;MU), which had facilities in Taichung and Taoyuan.</p><p><blockquote>表示，在减少对其一个芯片工厂的供应后，替代水源和加速节约将增加生产成本<b>美光科技公司</b>（纳斯达克：MU），在台中和桃园设有设施。</blockquote></p><p> Hsinchu-based TSM and&nbsp;<b>United Microelectronics Corp</b>&nbsp;(NYSE:&nbsp;UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.</p><p><blockquote>新竹TSM和<b>联合微电子公司</b>（纽约证券交易所代码：UMC）已获得替代供水来源。TSM还试图利用他们建筑工地的地下水。</blockquote></p><p> TSM did not estimate any significant impact on operations despite the tight water supply.</p><p><blockquote>尽管供水紧张，TSM估计不会对运营产生任何重大影响。</blockquote></p><p> However, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.</p><p><blockquote>然而，台湾官员和学者表示，气候变化引发的台湾水危机可能会危及全球芯片生产，因为这些芯片的生产高度集中在这个岛国。</blockquote></p><p> Taiwan introduced a drought disaster response agency in October.</p><p><blockquote>台湾在10月引入了干旱灾害响应机构。</blockquote></p><p> The government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.</p><p><blockquote>从4月份开始，政府每周停止向该岛部分地区供水两天。TSM的目标是到2030年将单位用水量比2010年的水平减少30%。</blockquote></p><p> TSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.</p><p><blockquote>2018年，TSM约占台湾GDP的4.5%，过去五年芯片销售额平均占台湾出口增长的64%。</blockquote></p><p> Germany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.</p><p><blockquote>德国已寻求台湾的帮助，以确保德国汽车制造商的芯片供应。</blockquote></p><p> <b>Price action:</b>&nbsp;TSM shares traded flat at $118.35 on the last check Friday.</p><p><blockquote><b>价格走势：</b>周五最后一次检查时，TSM股价持平于118.35美元。</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>Taiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</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\">\nTaiwan's Drought Poses Additional Threat To Looming Global Chip Crisis: WSJ<blockquote>《华尔街日报》：台湾干旱对迫在眉睫的全球芯片危机构成额外威胁</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-16 23:40</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the&nbsp;Wall Street Journal reports.</p><p><blockquote>据《华尔街日报》报道，台湾的严重干旱可能会加剧持续的全球芯片危机，因为半导体生产商在整个制造过程中需要大量供水来清洁晶圆底座、蚀刻图案、抛光层和冲洗组件。</blockquote></p><p> Taiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer&nbsp;<b>Taiwan Semiconductor Manufacturing Co Ltd</b>&nbsp;(NYSE:&nbsp;TSM).</p><p><blockquote>台湾的半导体晶圆厂（FAB）占全球制造能力的三分之二。大部分产能属于合同芯片制造商<b>台积电有限公司</b>（纽约证券交易所代码：TSM）。</blockquote></p><p> Taiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.</p><p><blockquote>台湾的大部分水资源储备来自季节性台风。然而，去年风暴的缺乏导致供应中断，促使政府开始对100多万企业和居民实行水配给。</blockquote></p><p> <b>Samsung Electronics Co Ltd</b>&nbsp;(OTC:&nbsp;SSNLF) had to&nbsp;temporarily shut down&nbsp;two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer&nbsp;<b>Renesas Electronics Corp’s</b>&nbsp;(OTC:&nbsp;RNECF) Japanese plant was&nbsp;hampered by&nbsp;the February earthquake and a March fire.</p><p><blockquote><b>三星电子有限公司</b>（场外交易代码：SSNLF）由于得克萨斯州天气异常，不得不暂时关闭其奥斯汀的两家芯片工厂。汽车芯片制造商<b>瑞萨电子公司</b>（场外交易代码：RNECF）日本工厂因二月地震和三月火灾而受到阻碍。</blockquote></p><p> Taiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.</p><p><blockquote>负责大部分芯片制造设施的台湾三个科学工业园区不得不限制用水量，但迄今为止并未停工。然而，它影响了一些公司。</blockquote></p><p> Alternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated&nbsp;<b>Micron Technology Inc</b>&nbsp;(NASDAQ:&nbsp;MU), which had facilities in Taichung and Taoyuan.</p><p><blockquote>表示，在减少对其一个芯片工厂的供应后，替代水源和加速节约将增加生产成本<b>美光科技公司</b>（纳斯达克：MU），在台中和桃园设有设施。</blockquote></p><p> Hsinchu-based TSM and&nbsp;<b>United Microelectronics Corp</b>&nbsp;(NYSE:&nbsp;UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.</p><p><blockquote>新竹TSM和<b>联合微电子公司</b>（纽约证券交易所代码：UMC）已获得替代供水来源。TSM还试图利用他们建筑工地的地下水。</blockquote></p><p> TSM did not estimate any significant impact on operations despite the tight water supply.</p><p><blockquote>尽管供水紧张，TSM估计不会对运营产生任何重大影响。</blockquote></p><p> However, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.</p><p><blockquote>然而，台湾官员和学者表示，气候变化引发的台湾水危机可能会危及全球芯片生产，因为这些芯片的生产高度集中在这个岛国。</blockquote></p><p> Taiwan introduced a drought disaster response agency in October.</p><p><blockquote>台湾在10月引入了干旱灾害响应机构。</blockquote></p><p> The government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.</p><p><blockquote>从4月份开始，政府每周停止向该岛部分地区供水两天。TSM的目标是到2030年将单位用水量比2010年的水平减少30%。</blockquote></p><p> TSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.</p><p><blockquote>2018年，TSM约占台湾GDP的4.5%，过去五年芯片销售额平均占台湾出口增长的64%。</blockquote></p><p> Germany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.</p><p><blockquote>德国已寻求台湾的帮助，以确保德国汽车制造商的芯片供应。</blockquote></p><p> <b>Price action:</b>&nbsp;TSM shares traded flat at $118.35 on the last check Friday.</p><p><blockquote><b>价格走势：</b>周五最后一次检查时，TSM股价持平于118.35美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155509413","content_text":"Taiwan’s severe drought could aggravate the ongoing global chip crisis as semiconductor producers required a massive water supply to clean the wafer base, etch patterns, polish layers and rinse components throughout the manufacturing process, the Wall Street Journal reports.\nTaiwan’s semiconductor wafer-fabrication factories (fabs) accounted for two-thirds of the global manufacturing capacity. Most of that capacity belonged to contract chip manufacturer Taiwan Semiconductor Manufacturing Co Ltd (NYSE: TSM).\nTaiwan derived most of its water reserves from seasonal typhoons. However, a lack of storms last year had choked supplies, prompting the government to start water rationing for over a million businesses and residents.\nSamsung Electronics Co Ltd (OTC: SSNLF) had to temporarily shut down two of its Austin chip factories due to Texas weather anomalies. Auto chip manufacturer Renesas Electronics Corp’s (OTC: RNECF) Japanese plant was hampered by the February earthquake and a March fire.\nTaiwan’s three science industrial parks responsible for most of the chip-making facilities had to limit their water intake but were exempt from stoppages to date. However, it was affecting some of the companies.\nAlternative sources of water and acceleration of conservation would escalate the production costs after supply to one of its chip facilities were reduced, stated Micron Technology Inc (NASDAQ: MU), which had facilities in Taichung and Taoyuan.\nHsinchu-based TSM and United Microelectronics Corp (NYSE: UMC) had secured alternate water supply sources. TSM was also trying to utilize groundwater from their construction sites.\nTSM did not estimate any significant impact on operations despite the tight water supply.\nHowever, Taiwan’s water crisis fueled by climate change could jeopardize global chip production due to their high production concentration in the island country, stated its officials and scholars.\nTaiwan introduced a drought disaster response agency in October.\nThe government stopped the water supply for two days per week to some parts of the island from April. TSM aimed to reduce its water requirement per unit by 30% from 2010 levels by 2030.\nTSM accounted for around 4.5% of Taiwan’s GDP in 2018, and chip sales accounted for 64% of Taiwan’s export growth on average over the past five years.\nGermany has sought Taiwan’s assistance to secure chip supply for German car manufacturers.\nPrice action: TSM shares traded flat at $118.35 on the last check 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