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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB

seanpent
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14-Oct-2025 10:19

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Technically, poised for an attempt above 6.55 in the coming sessions. .....

seanpent ( Date: 14-Oct-2025 10:09) Posted:

Guess there are those who miss the boat the day before will attempt to short the following day. Just another of those short-term traders prowling around for such opportunities

Hehe ... for SCI, hope they will not be on the " wrong side" at the " wrong timing" . And I think, today is not conducive for shorting. :)

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seanpent
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14-Oct-2025 10:09

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aragosta
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13-Oct-2025 11:53

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SEMBCORP INDUSTRIES

During his October 2025 visit to Australia and New Zealand, PM Lawrence Wong explicitly discussed green energy cooperation with Australia at a joint press conference with Australian PM Anthony Albanese. He also spoke of this to the media while wrapping up his six-day trip to Australia and New Zealand. From his words, we can safely say he did play a key part in providing crucial support in elevating the status of Sembcorp in its ongoing negotiations with the two Australian energy deals in play. We may also conclude that at least one of the two is in the bag, although black market is betting heavily of both deals to go through.

In his joint press conference and media press stop, PM Wong and Albanese announced an upgraded Comprehensive Strategic Partnership (CSP 2.0) covering defence, green economy, and supply chain resilience. PM Wong' s discussions on green energy with Australia were part of the broader upgrade of the CSP between the two countries.

While the press conference focused on green energy cooperation between the two countries, references were kept at a national level, discussing plans for:
1. Refreshing the Green Economy Agreement. PM Wong stated that Singapore and Australia will " enhance our green partnership by refreshing our Green Economy Agreement" .
2. Supporting Australia' s renewable energy exports to Southeast Asia. PM Wong added that Singapore will " support Australia' s vision to become a renewable energy superpower, by connecting your abundant resources with Southeast Asia' s growing demand for clean power" . You can do these through a Singapore Compsny.
3. Decarbonisation Support. Both leaders noted that a focus of the upgraded partnership is " to support energy security and transition to net-zero emissions by 2050" . Means clearing the path for Sembcorp with Australia' s Foreign Investment Review Board la.
4. Enhancing cooperation on green technologies like hydrogen, ammonia, and batteries. Well, if not with Sembcorp (who is expert in this), then who?
5. Implementing the Green and Digital Shipping Corridor

PM Lawrence Wong also did explicitly state that Singaporean companies need to expand overseas to grow their green economy business. He highlighted that such international deals are a means for Singaporean businesses to access opportunities and grow beyond the country' s small domestic green energy market.

During the press briefing, PM Wong made the following key points:
1. When asked about how the man on the street would benefit from upgraded ties with Australia and New Zealand, he said the benefits would first flow through businesses. That' s why he has to help whenever he can.
2. He explained that businesses need to understand the opportunities created through agreements like the Green Economy Partnership.
3. He directly connected bilateral deals to enabling Singaporean businesses to " do more" overseas, which in turn would help attract foreign businesses to Singapore and create more local jobs.
4. Wong stated that because Singapore has a small domestic market, expanding overseas is the only way for firms keen to grow and make their mark. To achieve scale, companies need to spread their innovation costs over a larger market. Which is why it is so important for Sembcorp to succeed in clinging the two Australia energy deals.

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aragosta
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12-Oct-2025 22:08

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A MUST READ on black market' s thoughts on Seatrium' s contract termination matter (actually it' s a general public perspective)....., it was originally very long and too " cheem" , 5 times this passage, but I have reduced it and simplify it....,, for those who want to sell but undecided, let me advise you, if you quit, you should never come back again, or can never return, if what the black market' s gangsters are right on the money.........

Those negative thoughts and daggers into the hearts comments are from those already sold, or shortists who short massively, and hoping it will go as low as possible (one said $1.60 wor) so that they can profit greatly from it. So their comments cannot be trusted as they have an agenda against the stock, for personal gains&hellip . They attempt no research at all! Juz open and close mouth, and boast how right they are....

Anyway, for those on long term, you may want to read first before you make an informed decision on your next move. Remember, Seatrium said it will issue a statement as soon as their legal department has covered all avenues of a recourse (could be as early as early next week), and Maersk sooner or later has to open book on their true reasons on its unilateral termination of the contract..........

READ IT! because I may have to take down this post soon! Or ' someone' might delete it.....

SEATRIUM

Context of Seatrium' s Terminated Contract
There is severe belief that the cancellation of Maersk Offshore Wind' s contract with Seatrium for a Wind Turbine Installation Vessel (WTIV) is primarily due to serious regulatory uncertainty in the US offshore wind market as a consequence of anti-wind policies under the new Trump administration. While macroeconomic factors played a key role in the broader market' s struggles, the specific termination directly followed the Trump administration' s actions that tanked its intended project.

==========

Summary of the dispute

The Contract: In March 2022, Seatrium (when it was still Sembcorp Marine) was awarded a contract to build a US$475 million Wind Turbine Installation Vessel for Maersk Offshore Wind.
The Specific Project: The WTIV was specifically for the Empire Wind 1 offshore wind project, a major offshore wind farm off the coast of New York.
Termination of Contract: On 9 October 2025, with the vessel nearly 99% complete, Maersk terminated its contract with Seatrium,.
Allegation: Maersk' s alleged reason for termination was delays and " related construction issues" But there' s more to it than meets the eye.
Context: The cancellation follows a highly public period of uncertainty in the US offshore wind market due to anti-wind policies under the new Trump administration (read details of the ' regulatory uncertainty' below!). In April 2025, the Trump administration halted construction on the Empire Wind 1 offshore wind project, though work resumed in May 2025. https://www.reuters.com/sustainability/climate-energy/trump-order-halt-ny-wind-project-stuns-offshore-industry-threatens-other-2025-04-17/
Suspicion of Project Abandonment: Following the Trump administration' s actions, Equinor publicly stated that it might be forced to abandon the billion-dollar Empire Wind 1 project entirely if the uncertainty continued. Dumb to publicly expressed it.
Seatrium is contesting the termination. Seatrium announced it is reviewing the validity of the termination and evaluating all legal options for wrongful termination, and of course seek compensation for damages and costs.
Seatrium' s search for remedies. Of course we are Singaporean, we don' t strictly follow one avenue of solution. Seatrium' s plans to seek " viable solutions" , including discussions with the end-customer (Empire Offshore Wind), further suggest that the project itself was viable and that Maersk' s departure was the key problem, not the construction.
Seatrium' s other viable options. I include this in case there' s still doubters over the success of the legal course. Seatrium has several potential options for selling the nearly-completed (WTIV). (See the details at the bottom).

Regulatory uncertainty driven by the Trump administration
The WTIV was being built specifically for the Empire Wind 1 offshore wind project, a major offshore wind farm development off the coast of New York. In April 2025, the Trump administration ordered a stop-work on the project, which was permitted under the Biden administration. This action immediately created a cloud of uncertainty over the project' s future.

Stop-work order: The federal government issued the order to halt construction, citing the need for a review of its permits, which it claimed were rushed.
Trump' s anti-wind policy: This move was consistent with Donald Trump' s broader, ideologically driven opposition to wind energy, which has created a highly unpredictable environment for US offshore wind investments.
Economic risk: While the stop-work order was eventually rescinded in May 2025, the brief but disruptive action highlighted the substantial political and financial risk for companies like Equinor and Maersk Offshore Wind.

Why Seatrium has a strong legal position
Based on contract law principles and recent developments surrounding the offshore wind industry in the US, Seatrium is likely to win a legal dispute with Maersk over the terminated vessel contract.

1. Maersk' s stated reason for termination appears pretextual
For the terminated vessel contract with Seatrium, Maersk' s alleged reason of " delays and related construction issues" appears pretextual primarily because of the vessel' s near-complete status and broader political and economic factors affecting the US offshore wind market. This is usually a strategic position to avoid penalty, and a court may find this reason to be a pretext given the context:

The timing is highly suspicious. Maersk Offshore Wind terminated the contract for a WTIV when it was less than 1.1% from being finished. The Empire Wind 1 project, for which the vessel was intended, had already resumed work after a temporary halt, suggesting the core purpose of the contract was still viable.
Significant political shifts and market uncertainty had already led other companies, like Equinor, to exit some US projects and focus on Europe. It is more likely that Maersk' s cancellation is driven by the project' s deteriorating economic outlook, a risk it likely assumed under the contract.

2. Very difficult to invoke the doctrine of " Frustration of Purpose"
To legally justify termination due to political risk, Maersk would need to invoke the doctrine of frustration of purpose, which has very high bar for its use. To succeed, the company would have to prove that:

The political risk was not foreseeable. However, Trump' s anti-wind position was known well before his election in November 2024. The contract with Seatrium was signed in March 2022, when this risk was either known or should have been anticipated.
Maersk did not assume the risk. The political risk completely destroys the fundamental purpose of the contract, not just makes it more difficult or less profitable. Given that the Empire Wind 1 project was allowed to resume, the fundamental purpose of the vessel was not completely nullified.

3. Maersk unlikely able to argue on " Commercial Impracticability"

Maersk might argue that the political and economic conditions made the contract commercially impracticable. This would require proving that performance has become excessively difficult, costly, or risky due to an unforeseen contingency.
This argument would likely fail for similar reasons as the " frustration of purpose" defense, because the risk of a shift in political and economic winds in the US was foreseeable, given the public commentary and the nature of the industry.

Maersk' s possible hidden agenda in the termination
What Maersk would gain from a pretextual termination.

Reduced financial risk: It appears Maersk made a strategic decision to cancel the order rather than risk incurring greater costs or having the WTIV unable to operate if the US offshore wind projects face further delays. The vessel was intended for deployment at the Empire Wind 1 project off New York.
Maersk may have determined that the changing political and economic landscape in the US made the vessel a poor investment. Terminating the contract by citing an alleged breach, rather than paying for a " termination for convenience" ,is a way to potentially minimize their financial loss.
Avoiding potential legal costs: A " termination for convenience" can be costly and requires a company to pay a predetermined sum to the other party. By alleging a breach, Maersk forces Seatrium into a potentially prolonged and expensive legal battle.
Given the unpredictable and hostile political climate, combined with project halts and cancellations instigated by the current administration, it is logical to believe that accepting and operating the WTIV would likely be more costly than terminating the contract. The high political and financial risks create overwhelming uncertainty that devalues the asset and jeopardizes any potential revenue stream. The decision by Maersk to terminate its WTIV contract, even with the vessel nearly complete, strongly suggests that a cold, economic calculation revealed a termination-plus-penalty scenario was financially superior to facing potential years of idling a multi-million-dollar asset under a politically motivated crackdown.

Seatrium' s strong claim for damages
If Seatrium wins the case, successfully proving wrongful termination, it could be entitled to significant compensation. With the vessel 99% complete, this could include:

The right to retain the deposit and prepayments
Balance of the payment including interests
Compensation for damages, including lost profits, opportunity costs and other financial harm resulting from the cancellation.
Legal costs and other expenses
Additional costs associated with finding a new buyer for the WTIV Vessel

Seatrium' s other option in case its claim for damages falls short
Seatrium' s other options to recover costs include several potential options for selling the nearly-completed (WTIV). It would have enough potential suitors for the vessel, because of the current market considerations ......
~ Strong demand for WTIVs: market for WTIVs is expected to grow significantly, suggesting there are multiple potential buyers for the vessel.
~ Rapid deployment: Because the vessel is already 98.9% complete, a buyer could have the vessel operational far sooner than commissioning a newbuild.
~ Inflation and cost escalation: The offshore wind industry has recently been impacted by supply chain disruptions, inflation, and high interest rates. These factors could make a nearly-completed vessel at a fixed price more attractive than a new, speculative order.
Its potential buyers and partners include
1. Empire Offshore Wind: As the end-customer for the cancelled vessel, Empire Offshore Wind (a joint venture between Equinor and BP) is a primary option. Seatrium has already stated it is exploring " viable solutions" with the company.
2. Other offshore wind developers: With a growing demand for offshore wind project particularly in Asia, other developers could be interested in acquiring a ready-made WTIV. This is an opportunity to acquire a new vessel without the multi-year construction time.
3. Vessel operators: Some companies specialize in owning and operating WTIVs and related assets to service the offshore wind industry.
4. Alternative uses: If no buyer is immediately found, the vessel could be repurposed for other offshore work. The vessel is a jack-up design, which could potentially be used for offshore decommissioning or other maintenance work in the oil and gas sector.
5. Other shipyards: Another shipyard may be able to step in and finish the remaining work, then sell the vessel on the open market.

Closing Statement and View
Maersk' s unilateral termination of the WTIV contract appears driven by political and economic factors that are unlikely to meet the high legal standards for doctrines like " frustration of purpose." Its allegation of the construction delay by Seatrium holds no water because it was the Trump administration which issued a stop-work order to halt construction. Seatrium, with its position as the non-breaching party and a nearly-completed asset, is in a very strong legal position to seek remedies for wrongful termination.

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aragosta
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11-Oct-2025 20:39

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REPOST BECAUSE OF TYPO

Someone was saying that because Aula is in exclusive talks with Lightsource BP over the Australian assets deal, so it' s bullshit talks, and Sembcorp will not stand a chance....
So I asked for the gangsters' guidance and once and for all, I will put the record straight..... the mafia told me not to talk about this until the deal or deals are through......
let them doubters be doubters........ let them feel unbelieveable...... because it is UNBELIEVEABLE!

SEMBCORP INDUSTRIES

As of 10 October 2025, Macquarie-backed Aula Energy is locked in exclusive talks with Lightsource BP for its portfolio of Australian operating solar farms, valued at over A$800 million. It was selected for exclusive talks after the collapse of Lightsource BP' s previous agreement with Beijing Energy International. However, the sale of the portfolio to Aula is seen as less optimistic by some due to the increasing risk of curtailment for solar farms in Australia. Thus, the success of the outcome is contingent on overcoming regulatory hurdles. Meanwhile, Sembcorp is also reportedly advancing talks to potentially acquire Lightsource BP' s Australian renewables portfolio.

Sembcorp' s Situation in the Australian Deals

Sembcorp is NOT competing directly with Aula for its exclusive negotiations on securing the Lightsource BP portfolio of three operational solar farms which include the Wellington and West Wyalong sites in New South Wales and the Woolooga site in Queensland.
Sembcorp is pursuing a different, broader and larger green energy platform through a separate auction run by Bank of America
In particular, Sembcorp is focused on the A$1 billion portfolio of Lightsource BP' s development-stage green energy assets.
This indicates that the two companies are not competing against each other as their interests are in separate portfolios, and thus pursuing different sales processes.

Background of the Deal

Following its full acquisition of Lightsource BP in October 2024, BP hired Bank of America to explore options for a sale of a significant stake in Lightsource BP' s development-stage Australian assets.
BP is seeking to sell at least 51% of this portfolio to deconsolidate Lightsource BP' s debt from its balance sheet.
The portfolio on offer is estimated at A$1 billion and includes several solar and battery storage projects in development, such as. a) The 585-megawatt Goulburn River solar farm in New South Wales. b) The 350-megawatt Lower Wonga project in Queensland.
Lightsource BP recently secured support for its 281 MW Lower Wonga Solar Farm in Australia as part of a tender process
Sembcorp is reportedly engaging Deutsche Bank to advise and conduct due diligence for this potential acquisition of Lightsource BP' s Australian renewables pipeline.

Why Sembcorp' s going all out to secure the Australian Deals

Sembcorp has a stated goal to nearly double its installed renewables capacity to 25 GW by 2028. Acquiring a major stake in this Lightsource BP portfolio would align perfectly with this growth ambition.
The Australian renewables market is highly attractive to foreign investors. Sembcorp faces intense competition with other major players actively participating in the sector. If they don' t get it, of course, they will be left far behind in this region la.
The timing of PM Wong is not mere coincidence. Think la! Note that Sembcorp is a strategically important, government-linked company in Singapore, whose largest shareholder is Temasek Holdings, the investment arm of the Singapore government.
While Singapore government will not intervene in a private commercial, PM Wong can provide crucial support in several ways for large, politically sensitive, or strategically important investments.
~ By meeting with Australian leaders and discussing the upgrading of the Comprehensive Strategic Partnership, PM Wong can signal to the Australian government that Singapore' s interest in developing Australian green energy assets is a high-priority, government-backed initiative. This elevates the matter beyond a simple business transaction.
~ A deal of this size needs approval from Australia' s Foreign Investment Review Board which scrutinizes investments that could affect national security. A government-to-government discussion can provide assurance that Sembcorp is a trusted partner and ensure a more predictable regulatory pathway. ~ The upgraded CSP 2.0 and the related Green Economy Agreement aim to boost green energy collaboration between Singapore and Australia. PM Wong' s presence and promotion of these agreements would strengthen the underlying strategic framework supporting Sembcorp' s investment. The fact that his visit also coincided with Singapore' s Minister-in-charge of Energy and Science & Technology, Tan See Leng, further reinforces the official focus on energy matters.
All said, Sembcorp' s success in acquiring the Lightsource BP development-stage portfolio still depends on its ability to outbid competitors and successfully navigate the regulatory environment, which has proven difficult for other parties in the recent past. The successful outcome of the separate sale of operational assets to Aula will also NOT directly impact this specific auction.

Broader Context of Sembcorp' s Green Strategy in Australia
1) Sembcorp is reportedly pursuing this deal as part of its strategy to expand its renewable energy capacity, aiming for 25 GW by 2028.
2) Sembcorp has recently demonstrated its focus on expanding its green energy portfolio through acquisitions, such as its plan to acquire a 300 MW solar power asset in India for $246 million
3) Separately, Sembcorp is also reportedly in discussions regarding a potential merger with Australian energy provider Alinta Energy, for which it has mandated Goldman Sachs and DBS as advisors.
4) You can say the same principles and logic expressed above apply to the merger talks with Alinta too. HUAT AH!

aragosta ( Date: 09-Oct-2025 20:39) Posted:

As I wrote somewhere earlier......... there' s going to be TWO, not one coming mega development, that is brewing.....
' Since so many bros talked about Alinta, I shall not try to add to it, otherwise people said the gangsters are copy cats.....I shall refer you to the other potential brewing deal (which also many already knew), that Sembcorp is trying to negotiate with Lightsource BP, to buy over its Australian assets valued at over a billion bucks....... which means it' s as huge as Alinta.......
I think quite serious wor, because Sembcorp is paying Deutsche Bank $1 million juz to do due diligence and accounting valuation of the assets, in particular the solar farms and BESS and other renewables facilities ..... also the British owners are keen to sell.... in fact a deal with China' s Beijing Energy International collapsed because the Australian government blocked the potential transaction.... because of political reasons, I think ..... I think PM Wong is there in Canberra now, not only of the Alinta deal, but also to clear the political path, in case Deutsche Bank comes back with a glowing report on Lighthouse BP..... should be good la, after all, why would BP owns it in the first place...../ why is PM Wong so kapoh here? Well, Becoz Sembcorp is a key central figure of Singapore Green plan la (read my earlier post)..... I will write later maybe over the weekend, why Temasek' s mega restructuring is do important to bring Sembcorp to the next level.../ and why Seatrium will benefit a lot in this plan which involved restructuring Sembcorp..... ok, better don' t talk too much , otherwise kenna letter from SGX again.....

aragosta ( Date: 29-Sep-2025 12:16) Posted:

Very simpal....
if u notice, b4 today, I hardly post on Sembcorp, not becoz I m scared, but becoz the gangsters got nothing for me to post....... but I got hint, if the time comes, I will post......u c also , when someone wants to accumulate, surely he won' t buy at a high.... he will try, IF HE CAN, to buy low or lower.... by now u shd know, simpal stories can bring down the price....... But my next advice is if you are newbie, don' t try shorting these three tokkong ah kong stocks...when the mafia shows hand signals, there' s a brewing storm coming, means it will come, no if or but, or maybe.... for gangsters, come means come, fight means fight....
I already said, if the tokkong stocks don' t achieve their targets, unless got nuclear war, I m out of here for good.....

note I seldom reply to people.... if reply means serious business one.......

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aragosta
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10-Oct-2025 19:53

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SEATRIUM

For those with holding power and hang on to their Seatrium shares, because of their long term belief, I may have some very good comforting news for you...

It seems that Maersk' s cancellation of its half a billion dollars contract with Seatrium to build a wind turbine installation vessel is DIRECTLY linked to the changing political and economic conditions under the Donald Trump administration. The vessel was nearly 99% complete and was intended for Equinor' s Empire Wind 1 project off the coast of New York, yes, in USA. The cancellation is part of a wider disruption in the U.S. offshore wind market caused by Trump' s new policies and economic uncertainty.

Seatrium may likely to have strong grounds for compensation, depending on the specific wording and terms of the contract.
~ If Maersk' s cancellation is not covered by a contractual clause like force majeure or doctrine of frustration or termination for convenience, it is likely a wrongful termination.
~ If this is the case, Seatrium could sue Maersk for breach of contract and Seatrium would have a very strong claim for damages, including a right to retain deposits and prepayments to offset their losses, as well as the cost of the work performed since the vessel is almost 99% completed, lost profits, opportunity costs, and other expenses. Maersk' s ability to recover funds would be limited by the damages owed to Seatrium.

I will try to get as much details as possible, what the underground think and post them here.....

Another thing I want to point out is that the situation is not such that the almost 99% completed vessel will be lost in space. It is still here mah, so, maybe can sell to another ship owner, like Yangzijiang Maritime. It' s not like as if it is reduced to ashes. This type of green vessel is a big thing in Asia, so there will be suitors.

So imagine the scenario, Seatrium manages to sell to another party who is willing to pay slightly more, to avoid paying higher for a newly ordered one because by now, cost is much higher and inflation is crazy. Then Seatrium wins court case against Maersk, gets to keep the deposit and prepayments, and the provisions made for this particular case are returned to the cash account..... wa, I tell you, if this is the case final outcome, the shortists will be fried deep,deep.......

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Panda8
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10-Oct-2025 14:14

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Seatrium is having staff appreciation celebration today.
To celebrate contract termination!!!

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aragosta
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10-Oct-2025 13:42

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Keppel is doing very nicely, but remember, the real run has not begun yet.......Sembcorp is also holding very steady, in spite of Dow heavy downfall, and today' s bad market conditions.......But I understand it should turn green by afternoon reflecting the positive brewings that' s still going on........

Meanwhile, Seatrium is having a very bad day, it' s like a nuclear bomb that caught everyone, and it' s as bad as it can get.......but there' s good news and bad news , and heres why.....

SEATRIUM

Maersk wind energy unit terminates US$475 million contract with Seatrium
https://sg.finance.yahoo.com/news/maersk-wind-energy-unit-terminates-154757060.html
https://www.businesstimes.com.sg/companies-markets/seatrium-hit-us475-million-contract-termination-nearly-completed-wind-vessel-shares-drop-7?ref=pulse

The Bad

The termination of the $600 million Maersk vessel contract will have a negative financial impact on Seatrium, only in the near term,
The order is worth about $0.15 a share if you take it at cost .... imagine it could be like 15c dividend, and imagine the catalytic effect it would have on the price!
According to reliable sources, the contract is on a down payment and progressive payment basis and as much as 50% has been collected
And the baddest thing is that much of the payments collected has been booked for the previous yearly or half yearly earnings.
Maersk will certainly fight to recover any deposits and progressive payments made for the terminated vessel contract with Seatrium, citing serious breach of contract.
Seatrium said it would fight tooth and nail over the termination, so means quite a big amount of legal costs. This contested payment and other legal issues will continue to cause market uncertainty until the dispute or settlement is resolved.
Any future return of money to Maersk would have to be accounted for, which would likely result in a hit to future earnings.

The Good

The good thing is that Chris will not have any increase in his salary and fat bonuses for the foreseeable future. He may be forced to take a hair cut in fact.
The terminated contract is unlikely to be a major blow to the company' s overall long-term earnings, the key reason being that the contract' s value forms only 1% of Seatrium' s total current order book, with a couple more to be announced very soon.
It is a known fact, as can be found in regular SEAtrium' s filings, that Seatrium has a habit of making provisions for potential contract cancellations and payment defaults ESPECIALLY for rig contract and a wind turbine installation vessel. So you can safely bet that monies have been provided for in this particular case.
The provisions made are not expressed as a percentage of each contract&rsquo s order value but are reported as part of the company' s overall financial results, so the financial impact is lesser.
Not only as above, but provisions for legal costs on such matters would have likely been made, as the company is accustomed to accounting for such contingencies
The cancelled contracts may be a blessing in various respects. For example Seatrium stated that it would make the freed-up construction capacity available for other projects in its pipeline. It will also teach the company to be more careful and diligent in its future negotiations and dealings.
The termination could draw attention to the general market uncertainty potential risks in the offshore wind market, particularly with the US market experiencing volatility and setbacks, and will influence the company' s future contracts and risk assessment in the renewables space.
The black market gangsters are heavily into this ah kong stock, and there' s absolutely no indication that they are going to abandon it. So pang sim la.
Seatrium' s healthy total order book provides a strong foundation and revenue visibility through 2031, which helps to offset the loss of the Maersk contract. Its projects are diversified across offshore oil and gas, offshore wind, and other marine solutions. This spreads risk and mitigates the impact of a single contract loss.

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Delvyss
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10-Oct-2025 12:45

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Notes To The Financial Statements, p180 " ..... the majority of contracts and new orders are secured on progressive payment terms"

https://investors.seatrium.com/newsroom/20250321_070136_5E2_CXIQ2P3923C5QCZ3.1.pdf

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aragosta
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09-Oct-2025 20:39

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aragosta ( Date: 29-Sep-2025 12:16) Posted:

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Delvyss
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08-Oct-2025 13:28

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Very thorough research

aragosta ( Date: 08-Oct-2025 00:02) Posted:

SEATRIUM

Potential long-term catalysts that could drive Seatrium
The main catalysts, going forward, that will drive Seatrium' s stock price higher are (1) strong order execution (2) margin improvement and substantial cost savings (3) strategic positioning in the energy transition market. These positive factors are expected to lead to a significant financial turnaround and sustained profitable growth.

1. Industry-wide and strategic catalysts
~ Strong performance in green and renewable energy: The company has a diversified portfolio that includes solutions for offshore wind energy. A rapid and profitable expansion in the renewable energy sector, supported by global decarbonization efforts, could lead to sustained revenue growth.
~ Successful execution of its 2028 financial targets: Seatrium is focusing on profitable growth, efficiency improvements, and productivity enhancements to meet its financial targets. A strong track record of hitting and exceeding these targets would build market confidence and drive a higher valuation.
~ Expansion of its " series-build projects" franchise: Expanding its series-build projects, where the company constructs multiple similar units, could drive economies of scale and increase profitability.
~ Increased capital expenditure by energy companies: Seatrium is exposed to the offshore oil and gas market. An increase in capital expenditure by energy companies due to high energy prices or new exploration activity would boost demand for Seatrium' s rigs, floaters, and specialized vessels. 2. Operational performance and financial catalysts
~ Sustained profitability and margin expansion: The company recently turned profitable after years of challenges.
~ Effective debt management: After improving its net leverage ratio, the company must continue to manage its debt effectively.
~ Higher returns on equity (ROE): The company' s ROE recently improved to 4.5%.
~ Order book growth and new contracts: Seatrium has a substantial net order book of over S$21 billion, which provides long-term revenue visibility extending until 2031. A pipeline of new contracts, particularly for rigs, offshore renewable installations, and fabrication works, is a key catalyst.
~ Project execution and delivery: Continued strong execution of current projects and a consistent flow of new, high-value orders would be necessary to support revenue and earnings growth. The timely and on-budget delivery of major projects, such as the Petrobras P-series FPSOs builds client confidence and can lead to new orders.
~ Margin expansion: Gross margins are projected to improve significantly, driven by better project execution, higher-margin contracts secured post-merger, and successful cost-rationalization and efficiency gains.

3. Energy transition and diversification
~ Offshore renewables: A growing portion of Seatrium' s order book comes from renewables and green solutions, including offshore wind farm substations and vessel conversions. The company has also secured contracts for Carbon Capture and Storage (CCS) retrofits.
~ Emerging energy technologies: Strategic partnerships and a focus on new energies, such as floating LNG, ammonia bunkering vessels, and advanced offshore power solutions, position Seatrium to capitalize on the shift toward decarbonization.

4. Shareholder and financial actions
~ Financial turnaround: After reporting its first full-year profit since 2017 for fiscal year 2024, continued profitability is a major driver. Forecasts predict sustained net profit growth for the coming years.
~ Strategic targets: Seatrium is on track to meet ambitious financial targets set for 2028, including achieving an EBITDA of at least S$1 billion and a Return on Equity (ROE) of at least 8%.
~ Share buyback program: The company' s ongoing share buyback program is expected to continue and support the share price.
~ Potential dividends: The company has resumed dividend payouts following its return to profitability.

5.Positive Investment and Analyst Sentiments (see details below)
~ Brokerage ratings: As of September 2025, multiple analyst firms maintain a BUY or ADD rating on the stock, citing the robust order book, operational execution, and energy transition opportunities.
~ STI index inclusion: In June 2023, Seatrium' sinclusion in the Straits Times Index (STI) increased its visibility and attractiveness to institutional investors.

Positive analysis for Seatrium

Robust and growing orderbook: Seatrium boasts a large and stable orderbook, valued at S$18.6 billion as of mid 2025, with revenue viability extending to 2031.
Significant profit recovery: The company' s financial results for the first half of 2025 showed a substantial profit rebound, with net profit soaring more than 300% year-on-year
Expansion into renewables: Seatrium is strategically expanding into the high-growth renewables and clean energy sector. Roughly 34% (S$6.3 billion) of its orderbook is dedicated to these projects, which include offshore wind farms and Floating Storage Regasification Units (FSRUs). This diversification positions the company to benefit from the global energy transition.
Improving margins: The company has reported improving gross margins, driven by the execution of higher-margin projects and effective cost management. Management has forecast a gross margin of 8% for FY25, a significant jump from 3% in FY24.
Strong execution and delivery: Analysts praise SEAtrium' s proven track record of timely and on-budget project delivery, which strengthens its reputation with clients.
Strategic competitive position: The company has solidified its global competitive position after its merger with Keppel Offshore & Marine in 2023. This integration and the settlement of legacy issues have allowed Seatrium to focus on execution and compete effectively for complex projects.
Positive long-term outlook: Despite some short-term market volatility, analysts remain optimistic about the long-term prospects. Management is focused on achieving specific financial targets by 2028, including over S$1 billion in EBITDA and an 8% return on equity.

Analyst Sentiment

A recent analysis from Moomoo indicates that 50% of analysts have a STRONG BUY rating and 50% have a BUY rating for Seatrium.
Analysts expect improved cash flow and positive free cash flows to potentially lead to a net cash balance sheet by FY2027.
The average analyst target price is $2.82, with a high estimate of $3.05 and a low of $2.57 as at September 2025
Based on TipRanks&rsquo 5 Wall Street analysts offering 12 month price targets for Seatrium Limited in the last 3 months, the average price target is S$2.92 with a high forecast of S$3.05 and a low forecast of S$2.80. The average price target represents a 17.69% change from the last price (as @ 7 Oct 25) of S$2.48.https://www.tipranks.com/stocks/sg:5e2/forecast
DBS Predicts Year-end Rally for Seatrium and Yangzijiang https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16374-dbs-predicts-year-end-rally-for-sg-small-mid-caps-what-stocks-does-it-pick?highlight=WyJzZWF0cml1bSJd
The 10 best-performing stocks on Singapore&rsquo s STI for Q3 (including Yangzijiang, Keppel and Seatrium) https://www.businesstimes.com.sg/companies-markets/10-best-performing-stocks-singapores-sti-q3

Seatrium' s Key Analyst Ratings and Price Targets (as @ 6 October 2025)

CGSI Research (ADD) target: $2.80
DBS Research (BUY) target: $2.96
OCBC Investment (BUY) target: $2.76
UOB Kay Hian (BUY) target: $2.96
J.P. Morgan (OVERWEIGHT) target: $3.05
CLSA: (BUY) target: $3.00
FINTEL: One-year average target: $2.84.
Macquarie (OUTPERFORM) target: $2.80
Citi Research (BUY) target: $2.65
Black Market (No Sell Button) target: $6.00 MT

POSITIVE BREWS IN SEPTEMBER

September 26
Seatrium and Cochin Shipyard forge offshore partnership to expand across Asia. The partnership will focus on maintenance, repair and overhaul projects for clients with operations in Asia
https://mfame.guru/seatrium-and-cochin-shipyard-forge-offshore-partnership-to-expand-across-asia/
https://www.rivieramm.com/news-content-hub/seatrium-cochin-mou-paves-way-for-offshore-collaboration-in-growth-market-86248

September 24
A FPSO concept designed by Singapore' s Seatrium has received approval in principle (AiP) from the American Bureau of Shipping (ABS).
https://mfame.guru/seatrium-gets-abs-aip-for-ammonia-bunker-vessel/
https://www.offshore-energy.biz/abs-endorses-seatriums-new-deepwater-fpso-design/

September 23
Seatrium has sold its AmMFELS yard located at Brownsville, Texas, for a consideration of S$65m to Karpower Valley, a related party of Karpowership.
https://splash247.com/seatrium-offloads-us-shipyard-to-karpowership/
https://www.seatrade-maritime.com/shipyards/seatrium-sells-us-yard-amfels-for-50-6m

SEAtrium' s Strategic Shift: US Yard Sale, Cost Discipline, and ESG Execution Signal Profitable Turnaround
https://www.minichart.com.sg/2025/09/24/seatrium-ltd-stm-divests-us-amfels-yard-profit-outlook-order-book-and-esg-highlights-2025-analysis/

September 22
How Quickly Is Seatrium Increasing Earnings Per Share? We Like These Underlying Return On Capital Trends At Seatrium
https://sg.finance.yahoo.com/news/underlyingm-return-capital-trends-seatrium-045023357.html

September 19
Seatrium Limited Is Going Strong But Fundamentals Appear To Be Mixed: Is There A Clear Direction For The Stock?
https://simplywall.st/stocks/sg/capital-goods/sgx-5e2/seatrium-shares/news/seatrium-limited-sgx5e2-is-going-strong-but-fundamentals-app

September 16
BP puts Gate Energy on commissioning duty for its deepwater FPU. Gate Energy will provide commissioning services for BP' s FPU Kaskida, in close collaboration with Seatrium.
https://www.offshore-energy.biz/bp-puts-gate-energy-on-commissioning-duty-for-its-deepwater-fpu/
https://www.offshore-energy.biz/bp-taps-singapore-player-for-its-new-gulf-of-mexico-bound-floating-production-unit/

September 10
Seatrium was involved in the world' s largest jack-up platform, the Petrodec Obana, entering the North Sea decommissioning sector. The company' s subsidiary, Seatrium Offshore Technology, collaborated on the design of the unit with Petrodec and Dixstone.
https://www.rivieramm.com/news-content-hub/worlds-largest-jack-up-platform-enters-north-sea-decommissioning-sector-86041
https://www.offshore-energy.biz/worlds-largest-jack-up-starts-first-decom-with-perenco-post-refurbishment/

September 4
Aragon' s FPSO set to bring down zero-carbon ammonia costs and quadruple gas monetization. Aragon, part of Seatrium, has high hopes for a blue ammonia FPSO unit, which already secured approval in principle from classification society ABS.
https://www.offshore-energy.biz/aragons-fpso-set-to-bring-down-zero-carbon-ammonia-costs-and-quadruple-gas-monetization/

Seatrium has successfully delivered lower-carbon upgrades to Asia Endeavour, the final vessel in Chevron' s series of LNG carriers aimed at reducing emissions and improving energy efficiency.
https://www.rivieramm.com/news-content-hub/seatrium-finalises-upgrades-to-chevron-lng-carriers-86019
https://www.lngindustry.com/small-scale-lng/09092025/seatrium-delivers-low-carbon-upgrades-to-chevron-lng-carrier/

September 2
Powering the Future through Offshore Innovation
https://www.temasek.com.sg/en/news-and-resources/stories/future/our-singapore-dna/powering-the-future-through-offshore-innovation

Seatrium: Tapping an ocean of opportunity in energy
https://www.temasek.com.sg/en/news-and-resources/stories/future/our-singapore-dna/seatrium-tapping-an-ocean-of-opportunity-in-energy

September 1
Golar LNG entrusts Seatrium with major FLNG upgrade ahead of 20-year job in Argentina. The project involves technical modifications for the FLNG' s redeployment.
https://www.offshore-energy.biz/golar-lng-entrusts-seatrium-with-flng-upgrade-ahead-of-20-year-job-in-argentina/
https://splash247.com/seatrium-secures-golar-contract-for-major-flng-upgrade/

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Robust and growing orderbook: Seatrium boasts a large and stable orderbook, valued at S$18.6 billion as of mid 2025, with revenue viability extending to 2031.
Significant profit recovery: The company' s financial results for the first half of 2025 showed a substantial profit rebound, with net profit soaring more than 300% year-on-year
Expansion into renewables: Seatrium is strategically expanding into the high-growth renewables and clean energy sector. Roughly 34% (S$6.3 billion) of its orderbook is dedicated to these projects, which include offshore wind farms and Floating Storage Regasification Units (FSRUs). This diversification positions the company to benefit from the global energy transition.
Improving margins: The company has reported improving gross margins, driven by the execution of higher-margin projects and effective cost management. Management has forecast a gross margin of 8% for FY25, a significant jump from 3% in FY24.
Strong execution and delivery: Analysts praise SEAtrium' s proven track record of timely and on-budget project delivery, which strengthens its reputation with clients.
Strategic competitive position: The company has solidified its global competitive position after its merger with Keppel Offshore & Marine in 2023. This integration and the settlement of legacy issues have allowed Seatrium to focus on execution and compete effectively for complex projects.
Positive long-term outlook: Despite some short-term market volatility, analysts remain optimistic about the long-term prospects. Management is focused on achieving specific financial targets by 2028, including over S$1 billion in EBITDA and an 8% return on equity.

Analyst Sentiment

A recent analysis from Moomoo indicates that 50% of analysts have a STRONG BUY rating and 50% have a BUY rating for Seatrium.
Analysts expect improved cash flow and positive free cash flows to potentially lead to a net cash balance sheet by FY2027.
The average analyst target price is $2.82, with a high estimate of $3.05 and a low of $2.57 as at September 2025
Based on TipRanks&rsquo 5 Wall Street analysts offering 12 month price targets for Seatrium Limited in the last 3 months, the average price target is S$2.92 with a high forecast of S$3.05 and a low forecast of S$2.80. The average price target represents a 17.69% change from the last price (as @ 7 Oct 25) of S$2.48.https://www.tipranks.com/stocks/sg:5e2/forecast
DBS Predicts Year-end Rally for Seatrium and Yangzijiang https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16374-dbs-predicts-year-end-rally-for-sg-small-mid-caps-what-stocks-does-it-pick?highlight=WyJzZWF0cml1bSJd
The 10 best-performing stocks on Singapore&rsquo s STI for Q3 (including Yangzijiang, Keppel and Seatrium) https://www.businesstimes.com.sg/companies-markets/10-best-performing-stocks-singapores-sti-q3

Seatrium' s Key Analyst Ratings and Price Targets (as @ 6 October 2025)

CGSI Research (ADD) target: $2.80
DBS Research (BUY) target: $2.96
OCBC Investment (BUY) target: $2.76
UOB Kay Hian (BUY) target: $2.96
J.P. Morgan (OVERWEIGHT) target: $3.05
CLSA: (BUY) target: $3.00
FINTEL: One-year average target: $2.84.
Macquarie (OUTPERFORM) target: $2.80
Citi Research (BUY) target: $2.65
Black Market (No Sell Button) target: $6.00 MT

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07-Oct-2025 22:43

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SEMBCORP INDUSTRIES

GREEN ENERGY COLLABORATION
India' s Union Minister for Commerce and Industry Piyush Goyal met with Kim Yin Wong, Group President and CEO of Sembcorp to discuss India' s progress in renewable energy and explore collaboration opportunities. The conversation focused on several key areas, including clean energy, green hydrogen, industrial parks, and skill development, highlighting India' s dedication to sustainable growth and fostering global partnerships in its energy transition.
https://www.aninews.in/news/business/piyush-goyal-meets-sembcorp-ceo-to-explore-collaboration-in-clean-energy-and-green-hydrogen20251004160512m/
https://www.outlookbusiness.com/news/goyal-calls-for-greater-collaboration-between-india-singapore-businesses
https://bioenergytimes.com/piyush-goyal-meets-sembcorp-ceo-to-explore-collaboration-in-clean-energy-and-green-hydrogen/#:~:text=Most%20Popular,October%206%2C%202025

THE GREEN PLAN
Sembcorp is actively involved in supporting the Singapore Green Plan 2030. They are a key player in Singapore' s transition towards a sustainable future, across various sectors, particularly in the areas of energy and urban solutions.
https://www.greenplan.gov.sg/key-focus-areas/energy-reset/#:~:text=Image%20Credit:%20Sembcorp%20Industries,power%20plants%20to%20reduce%20emissions

How and Why Sembcorp Industries is a key player in The Singapore Green Plan

Renewable Energy: Sembcorp is working to increase the use of renewable energy sources. They have partnered with Equinix on a renewable energy power purchase agreement and are involved in solar power projects like the SolarNova program with HDB and EDB.
Energy Storage: Sembcorp has the largest Energy Storage System (ESS) in Southeast Asia on Jurong Island, which helps stabilize the grid and integrate more renewable energy.
Decarbonization Efforts: Sembcorp is focused on reducing carbon emissions and exploring low-carbon alternatives like hydrogen and carbon capture.
Green Finance: Sembcorp has issued green bonds to fund sustainable projects in Singapore and China.
Partnerships: Sembcorp collaborates with various organizations, including government agencies, charities, and businesses, to advance sustainability initiatives.
Sustainability-focused Workforce: Sembcorp is actively involved in building a sustainability workforce through initiatives like skills training and curriculum development.

OTHER POSITIVE BREWS IN SEPTEMBER

September 30
Sembcorp subsidiary clinches 10-year power and water agreement with Omani company. The new contract strengthens long-term revenue visibility and supports operational sustainability, says Sembcorp.
https://www.businesstimes.com.sg/companies-markets/sembcorp-subsidiary-clinches-10-year-power-and-water-agreement-omani-company
https://www.omanobserver.om/article/1177378/business/nama-pwp-awards-new-10-year-contract-to-sembcorp-salalah

3 Blue-Chip Stocks (UOB, OCBC, SCI) Seeing Insider Buying in September 2025
https://sg.finance.yahoo.com/news/3-blue-chip-stocks-seeing-024823106.html

September 28
Key Singapore Companies Benefiting from the AI and Data Centre Surge
https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16362-key-singapore-companies-benefiting-from-the-ai-and-data-centre-surge?highlight=WyJzZW1iY29ycCJd

September 26
How Big is the AI Market? The global AI market reached $244 billion in 2025 and is projected to hit $827 billion by 2030
https://www.cargoson.com/en/blog/how-big-is-the-ai-market-statistics

September 11
Malaysia' s new auction for sale of green power to Singapore sees significant interest, says Fadillah
https://theedgemalaysia.com/node/770101

Alinta Energy widens merger talks to Singapore' s Sembcorp
https://www.afr.com/companies/energy/alinta-energy-widens-merger-talks-to-singapore-s-sembcorp-20250911-p5mudw

September 10
Sembcorp Industries is involved in a major advanced battery storage project that moved from the Teesworks site to a neighboring location. The project is a collaboration with renewable energy developer NatPower UK and will be built at Sembcorp' s Wilton International site, which is adjacent to Teesworks.
https://www.energyvoice.com/renewables-energy-transition/storage/579865/advanced-battery-storage-project-leaves-teesworks-for-neighbouring-site/
https://tankterminals.com/news/uks-largest-battery-storage-site-secures-1-billion-private-funding/

September 4
Top Singapore Blue-Chip Stocks to Add to Your Portfolio in 2025
https://www.stashaway.sg/r/top-singapore-blue-chip-stocks

Singapore and India have signed a MoU to collaborate on establishing the Singapore-India green and digital shipping corridor (GDSC). Sembcorp, as a key player in Singapore' s maritime and green energy sectors, is a potential collaborator and likely to be involved in the future development of the corridor.
https://www.offshore-energy.biz/mou-signed-for-singapore-india-green-and-digital-shipping-corridor/

September 3
Singapore awards 86 MWp floating solar project to Sembcorp. Singapore' s Sembcorp Industries, through its subsidiary Sembcorp Solar Singapore, has won a tender from PUB, Singapore&rsquo s National Water Agency, to develop an 86 MWp floating solar photovoltaic (PV) system on Pandan Reservoir.
https://www.offshore-energy.biz/singapore-awards-86-mwp-floating-solar-project-to-sembcorp/

September 2
Prysmian, Sembcorp and SACE ink energy transition deal for Southeast Asia
https://www.offshore-energy.biz/prysmian-sembcorp-and-sace-ink-energy-transition-deal-for-southeast-asia/

September 1
Sembcorp bags Pandan Reservoir floating solar project. This is the company' s third floating solar project in Singapore.
https://sbr.com.sg/news/sembcorp-bags-pandan-reservoir-floating-solar-project

NatPower to build UK' s first battery storage with maritime electrification infrastructure. NatPower has signed an agreement with Sembcorp Utilities (UK), a wholly-owned subsidiary of Sembcorp Energy UK, for a 32-acre site at Wilton International in Redcar to deliver a 1GW/8GWh lithium-ion battery energy storage system (BESS)
https://www.offshore-energy.biz/natpower-to-build-uks-first-battery-storage-with-maritime-electrification-infrastructure/

If EPS Growth Is Important To You, Sembcorp Industries (SGX:U96) Presents An Opportunity (How Quickly Is Sembcorp Industries Increasing Earnings Per Share?)
https://sg.finance.yahoo.com/news/eps-growth-important-sembcorp-industries-233822495.html

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07-Oct-2025 09:57

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Seatrium Ltd Set for Breakout: Singapore Retail Research Unveils Top Picks and Trade Insights

https://www.minichart.com.sg/2025/09/24/seatrium-ltd-poised-for-breakout-singapore-stock-analysis-technical-buy-signal-september-2025/#detailed-technical-table

Delvyss ( Date: 06-Oct-2025 09:04) Posted:

Seatrium resumed uptrend

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07-Oct-2025 09:39

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Driving Energy Transition

https://www.sembcorp.com/driving-energy-transition/

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Seatrium resumed uptrend

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05-Oct-2025 21:21

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SEMBCORP INDUSTRIES AND KEPPEL
Thus is an old article but very relevant to topic in discussion and central to a brewing development .... read it to reap it in case you haven' t

Riding the AI Boom: Top Seven Singapore Stocks to Invest
The evolution of Artificial Intelligence (AI) is reshaping industries globally, prompting a surge in demand for advanced data infrastructure and sustainable energy solutions. Singapore, known for its strategic initiatives and forward-thinking policies, stands at the forefront of this transformation.

Here is a look at the top seven data centres and renewable energy investments in Singapore that are capitalizing on the burgeoning AI revolution.

1. Keppel DC REIT (SGX: AJBU)
As Asia' s first pure-play data centre REIT, Keppel DC REIT is ideally positioned to capitalize on the growing demand for digital data storage and cloud services. The focus solely on data centres ensures it benefits directly from the digital boom. With properties across Asia Pacific and Europe, Keppel DC REIT offers geographic diversification, reducing regional market risks and maximizing exposure to global tech growth.

The REIT has also shown strong financial performance with consistent growth in income and high occupancy rates, ensuring stable and predictable returns for investors. Its long-term leases provide revenue visibility, bolstering financial security. Aside from that, Keppel DC REIT also invests in energy-efficient technologies to reduce operational costs and aligns with increasing investor interest in sustainable and responsible investments, enhancing its appeal in a market leaning towards environmental consciousness.

2. CapitaLand Ascendas REIT (SGX: A17U)
CapitaLand Ascendas REIT (CLAR) stands out with its extensive collection of high-tech industrial spaces, including state-of-the-art data centres. As Singapore' s largest industrial REIT, CLAR boasts a substantial portfolio that includes cutting-edge data centres alongside its high-tech buildings and business parks. This diverse asset base is strategically located across developed markets, including Singapore, Europe, and Australia, providing significant exposure to the global digital economy.

3. Digital Core REIT (SGX: DCRU)
Backed by Digital Realty, one of the largest data centre providers globally, Digital Core REIT offers investors exposure to some of the most strategically placed and technologically advanced data centres worldwide. This makes it an attractive option for those looking to invest in digital infrastructure critical to AI technologies.

4. Mapletree Industrial Trust (SGX: ME8U)
Mapletree Industrial Trust (MIT) stands out as a compelling investment due to its diverse portfolio, which significantly includes a strong focus on data centres. These facilities are integral to supporting the expansive needs of global digital transformation, particularly in AI and cloud computing. MIT' s strategic expansion into data centres, especially in key markets across North America and Asia, aligns it with the surging demand for digital infrastructure.

5. Sembcorp Industries Ltd (SGX: U96)
Sembcorp Industries is a leading player in the renewable energy sector, making it an attractive investment for those looking to capitalize on the global shift towards sustainable energy solutions. As data centers, driven by the growth of AI and digital technologies, increasingly require vast amounts of power, Sembcorp' s ability to provide clean energy is crucial for supporting sustainable digital infrastructure.

The company' s extensive portfolio of renewable energy projects, including solar, wind, and hydroelectric power across multiple countries, positions it well to meet the growing demand for green energy. Sembcorp&rsquo s commitment to innovation in energy efficiency and sustainability aligns with global environmental goals and regulatory frameworks, enhancing its market position and potential for long-term growth.

6. Singtel (SGX: Z74)
Singtel, a major telecommunications leader in Asia, offers a unique investment opportunity as it expands its services beyond traditional telecom into the burgeoning realms of digital infrastructure and data centre management. This strategic diversification allows Singtel to leverage its extensive network capabilities to meet the increasing demand for comprehensive digital solutions, which include cloud services and advanced data management necessary for supporting AI technologies.

7. Keppel Ltd (SGX: BN4)
Keppel stands as a diversified conglomerate with significant operations spanning from marine and property to infrastructure and investments, making it a robust investment choice. Notably, Keppel plays a pivotal role in the energy sector, including renewable energy solutions that power essential infrastructure like data centers, aligning with global sustainability trends.

The company' s strategic focus on green initiatives, particularly in offering sustainable urbanization solutions, positions Keppel as a leader in eco-friendly development. This approach not only meets increasing environmental regulations but also drives innovation in clean energy and smart infrastructure development.

Investing in Keppel provides exposure to a broad spectrum of industries, each benefiting from the company' s commitment to sustainability and innovation. This diversity reduces risk and offers multiple avenues for growth, making Keppel an attractive option for investors looking at long-term stability and involvement in transformative global trends.

Conclusion: Take advantage of the global AI growth
Investing in data centres and renewable energy stocks in Singapore opens up numerous avenues to capitalize on the global AI growth. These sectors not only offer promising returns due to the escalating demand driven by AI but also align with global sustainability trends, making them crucial for investors who are looking to future-proof their portfolios. As AI continues to integrate into every aspect of modern life, the strategic importance of these investments will only grow, placing Singaporean investors at the leading edge of technology and sustainability.

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05-Oct-2025 17:01

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SEMBCORP INDUSTRIES & KEPPEL
Top AI stocks on the SGX to watch.

Singapore offers a variety of investment opportunities related to the Artificial Intelligence (AI) sector, ranging from companies with direct AI exposure to those benefiting from the broader AI trend.

Here are some of the top AI stocks on the SGX to watch:

AEM Holdings (SGX: AWX): A Singaporean technology company specializing in advanced semiconductor test and handling equipment. Its products are crucial for testing the complex chips required for AI and machine learning applications.
Venture Corporation (SGX: V03): A leading provider of technology products, services, and solutions, actively developing AI capabilities for enhanced manufacturing efficiency and productivity.
Valuetronics (SGX: BN2): An electronics manufacturing services provider actively exploring the AI era through a joint venture to acquire and lease GPU chips and servers.
Sea Limited (NYSE: SE): A leading Southeast Asian digital ecosystem company that leverages AI across its gaming (Garena), e-commerce (Shopee), and digital financial services (SeaMoney) platforms.
CapitaLand Ascendas REIT (SGX: A17U): Singapore' s largest industrial REIT, owning and managing a diverse portfolio of high-tech industrial spaces and data centers, which are essential infrastructure for AI technologies.
Keppel DC REIT (SGX: AJBU): Asia' s first pure-play data center REIT, directly benefiting from the increasing demand for data storage and cloud services driven by AI adoption.
Digital Core REIT (SGX: DCRU): Backed by a global data center provider, this REIT offers exposure to strategically placed data centers essential for AI infrastructure.
Mapletree Industrial Trust (SGX: ME8U): Possesses a significant focus on data centers within its diverse portfolio, positioning it to benefit from the growing demand for digital infrastructure supporting AI and cloud computing.
Sembcorp Industries (SGX: U96): A prominent player in renewable energy, well-positioned to meet the escalating power demands of data centers and AI technologies through clean energy solutions.
Singtel (SGX: Z74): A major telecommunications company expanding into digital infrastructure and data center management, leveraging its network capabilities to support AI-driven solutions.
Keppel Limited (SGX: BN4): A diversified conglomerate with a focus on energy, including renewable energy solutions that power data centers and infrastructure crucial for AI development.

Important considerations

Singapore' s thriving AI Ecosystem: Singapore is a regional leader in AI development, benefiting from substantial government investments in AI research (over S$500 million), world-class research institutions, supportive regulatory frameworks, and strong tech talent development programs.
Focus on AI-Driven Demand: Many of these companies benefit from the increasing demand for data centers and the underlying infrastructure that supports the development and deployment of AI technologies.

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aragosta
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05-Oct-2025 11:50

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Why bother about stocks that are AI driven or stocks associated with AI? What have these tokkong SEAS got to do with the AI theme?
The question to ask is how to pick the Best Stocks that stand to benefit most from the developing (and accelerating) artificial intelligence technologies. Plse read the following stuffs, so you will know exactly why the mafias are talking fanatically about those stocks which I learnt of during my holidaying with them the past week&hellip &hellip

Remember the dot.com boom, the tech stocks boom, the oil and gas boom? Well, now is clearly the AI generational era, and stocks that associated or related to AI will likely to do well...... but then we also remember the dot com crash, the downturn of oil and gas and the cyclical behavior of the tech sector....... but the big difference NOW is that this AI nature is a generational change and will expect to last much much longer....... In fact, as called out by Morningstar, " Artificial intelligence technology, for all the people talking about it, is still in its early stages. " ..........Amazon founder Jeff Bezos said that the technology is ' real' and will bring big benefits to society. He stressed that AI will " change every industry," calling it a once-in-a-generation technological shift......... so study carefully, why AI theme stocks will continue to be in focus for quite some time to come.......

Meanwhile read this significant quote from SeekingAlpha and be inspired by it to read further....

" From an investment standpoint, we continue to believe artificial intelligence (AI) represents one of the most significant investment opportunities of this decade, with the potential to drive productivity gains across the entire economy. As the market transitions from pure infrastructure buildout to identifying companies that can monetize AI capabilities, we see compelling opportunities emerging across multiple layers of the AI ecosystem. Beyond the established infrastructure providers, we' re identifying promising investments in AI-enabled software platforms, companies leveraging AI for operational efficiency, and businesses that can demonstrate sustainable competitive advantages through proprietary data and models. We' re particularly focused on companies showing tangible returns on AI investments through revenue acceleration, margin expansion, or market share gains rather than those simply benefiting from the capital expenditure cycle."

You can' t control the market. But you can control how you invest.

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Stocks associated with artificial intelligence (AI) are important and perceived to have great growth prospects due to AI' s transformative potential across all industries. This perception is driven by genuine technological innovation and unprecedented levels of capital spending, which promise new efficiencies, products, and competitive advantages. However, investors should be mindful of risks, as high valuations are often based on future expectations rather than current earnings.

Key drivers for AI stock growth

Massive economic disruption and productivity gains: AI is expected to revolutionize business operations on a scale comparable to the Industrial Revolution, impacting nearly every sector of the economy. This can lead to unprecedented efficiency gains, cost reductions, and significantly higher corporate earnings.
Infrastructure buildout: The demand for the computational power required by AI models is driving a massive capital expenditure boom. Companies involved in the underlying AI infrastructure- including manufacturers of AI chips (GPUs), cloud computing providers, semiconductor and electronics manufacturing companies, and data center operators&mdash are seeing immense growth. (this is where we&rsquo ll talk about AEM, Venture, UMS, and the data centres REITS la!)
Proprietary data and models: AI-driven companies that can build a " data moat" by effectively collecting and leveraging proprietary data have a significant competitive advantage. As their algorithms improve with more data, these companies can strengthen their market position and protect against competition.
Expansion into all sectors: AI' s applicability is not confined to the technology sector. It is being integrated into diverse industries like healthcare, finance (this is where DBS, OCBC, Keppel come in la!), automotive, and retail to optimize workflows and create new revenue streams. This broad adoption creates a vast market opportunity for companies developing specialized AI solutions.
Accelerated innovation and market cycles: As AI matures, successful implementations of new AI technologies, such as generative AI, further fuel market expansion and drive reinvestment into research and development. This creates a rapid cycle of innovation and adoption that can lead to explosive growth for companies that stay ahead of the curve. (Stocks like YZJ and HLA /CYI is so unnoticed, or people don' t even know it' s AI related!)
Automated and enhanced decision-making: In the financial markets, AI systems can process massive datasets and identify patterns much faster than humans, enabling more informed and strategic investment decisions. (Now you can believe I' m not joking when I said DBS could be a $100 ps stock, and Keppel, a $15 ps stock!). AI is also used to automate portfolio management, analyze market sentiment, and enhance risk management.
Power suppliers and other auxiliary services: Companies that provide auxiliary services to the AI sector, such as suppliers of power, energy, and cooling for data centers, are poised to benefit significantly from the AI boom. This is primarily due to the massive, and rapidly growing, energy demands of AI-specific hardware and infrastructure. (Walau, now u know why I talk so much on Sembcorp, Seatrium and Keppel!)

Is AI a smart investment? Exploring growth stocks, risks, and ethical concerns. Why artificial intelligence is attracting investors.
https://www.home.saxo/en-sg/learn/guides/investment-theme/is-ai-a-smart-investment-exploring-growth-stocks-risks-and-ethical-concerns

Seizing The Growth Opportunities Of AI Transformation
https://seekingalpha.com/article/4827852-seizing-growth-opportunities-of-ai-transformation?source=generic_rss

AI Stocks Not Overvalued Yet, Experts Say
https://www.chosun.com/english/market-money-en/2025/10/04/FJRSC2XD3NEOHPTXGR2CXF3NWY/#:~:text=However%2C%20experts%20warned%20that%20the,across%20the%20AI%20value%20chain.

AI Market Analysis: Key Trends and Opportunities for 2025
https://kanerika.com/blogs/ai-market-analysis/

Top AI stocks to watch in Singapore
https://www.ig.com/sg/trading-strategies/top-ai-stocks-to-watch-in-singapore-250728

Believe or not believe, the gangsters couldn' t be bothered even one minute , but for those believers, wait for the real stuffs to come..... the shows have only juz started to brew......

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aragosta
Supreme

04-Oct-2025 00:50

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Alert Admin

All these 4 Tokkong stocks.... YZJ, KEPPEL, SCI, AND SEATRIUM, are high octane, high energy (pun intended) stocks, that will dominated the stock scene for the next couple of years.....you will be intoxicated with barrels of news and developments, that will drive the value higher and higher..... if you want good dividend payouts, this is it, if you want good capital gain, this is it, if you want high growth and potential high growth, this is it.... the going ons will be relentlessly much, that your heart may not be able to handle it...... even if I don' t koyok sell, others will automatically show off the news they may be able to gather...... so if you do not have any of these stocks, or have sold off too early, my advice is juz stay of these tokkong stocks.......

SEATRIUM AND KEPPEL

Do not underestimate the catalytic effect of the AI boom and acceleration of AI value....... look out for those stocks that will be relevant or related to the AI boom....... there are various stocks that will have a part to play.... here' s three of them........

AI Energy Boom: 3 Singapore Stocks to Watch

The exponential growth of data centres worldwide amidst the boom in artificial intelligence (AI) has resulted in a massive increase in the demand for electricity.

This investment is being done to upgrade grid infrastructure and power capacity to meet the growing AI-demand.

Here are three Singapore-listed stocks poised to benefit from this global trend.

Geo Energy Resources (SGX: RE4)
Seatrium Limited (SGX: 5E2)
Keppel Infrastructure Trust (SGX: A7RU)

Seatrium Limited (SGX: 5E2)

Seatrium is a company specialising in maritime and energy engineering solutions.

In the first half of 2025 ending 30 June 2025 (1H 2025), Seatrium saw a rise in revenue of 34% YoY to S$5.4 billion. The firm also reported substantial growth in net profit of 301% year on year to S$144 million. This growth was driven by its oil and gas segment and its offshore wind segment.

In 1H 2025, the oil and gas segment revenue jumped by 26% YoY to S$3.6 billion.

This jump was credited to successfully delivered projects and rising global energy demand from data centres and AI.In the same period, the offshore wind segment revenue soared by 106% YoY to S$1.1 billion. This jump in revenue was due to its completion of large projects and high demand in Europe and Asia Pacific.

On 16 April 2024, Seatrium partnered with A*STAR to develop new energy solutions and implement AI applications in its offshore maritime infrastructure.

A*STAR is Singapore' s leading public research and development agency.

This partnership aims to develop new hydrogen and ammonia fuel solutions to support energy transition.

These new energy solutions will also help to diversify SEAtrium' s energy portfolio, which allows the group to capitalise on AI-driven energy demand.

Keppel Infrastructure Trust (SGX: A7RU)

Keppel Infrastructure Trust or KIT is a business trust that manages infrastructure assets with a focus on energy utilities.

In 1H 2025, KIT reported a climb in distributable income of 31% YoY to S$119 million. The largest operational growth was in its City Energy segment, which saw distributable income soaring by 43.4% YoY to S$30.1 million. The City Energy segment supplies piped town gas for commercial and residential use.

One of the ways KIT stands out from its competitors is its continuous value creation within its segments to optimise its portfolio. For instance, the City Energy segment is expanding into liquified petroleum gas and electric vehicle charging offerings.

Additionally, KIT' s growth is fueled by strategic collaborations with external stakeholders. On 25 June 2025, Keppel Ltd (SGX: BN4), the parent company of KIT, announced a partnership with Asian Infrastructure Investment Bank.

This partnership is to secure a S$1.5 billion funding for sustainable infrastructure, connectivity and technology-enabled infrastructure.

This investment is in response to high demands for power due to rapid urbanisation.

From the SmartInvestor

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