Starting from ....
1. New Order Book
What did you see for the two red arrow?
- Net Order Book Distribution (Revenue recognition)What did you see for Year 1 (2015) relative to previous years?
Relatively higher revenue in 2015
Why?
2015 is very busy year for deliveries.
15 JUs/1 Semi/1 Accom. Semi Repair/2 JU Repairs
1 FPSO Upgrade/2 FPSO Conversions/3 Turret Fabrications
1 FPSO Modules Integration/1 Transformer Platform
1 Floating Crane/1 Depletion Compression Platform
1 Pipelay Vessel/2 Ice Class Supply Vessels/1 Ice Class
Multi-Purpose Duty Rescue Vessel/2 Submersible Barges/1 Tug
- Net Order Book vs Future Revenue Trending PatternWhat did you see on future revenue from 2015 onwards?
Why is Kep Corp taking Keppel Land private?
Is there something Kep Corp's CEO cannot say it out?
- Operating and Net Margin
- Kep Corp Group PATMI vs its O&M
Lastly, you see what you see and ......