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Sanli Env
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Sanli forum after it ipo
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LowLow12
Elite |
26-Sep-2025 16:47
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This one is another one like Beng Kuang. Manipulated from 10 cent. You throw to me I buy from you Merry Go round white washing of trades. Trade with care! Selldown soon. |
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Barcalo
Master |
26-Sep-2025 16:21
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Yah hor.... Y?
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kye_lin
Master |
26-Sep-2025 09:52
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Friday flushing day.... | ||||
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Stocky901
Supreme |
26-Sep-2025 09:47
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Flushing....
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kye_lin
Master |
26-Sep-2025 09:44
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Drop leow... kena shorted? | ||||
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Barcalo
Master |
25-Sep-2025 08:39
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Come on move it today! | ||||
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Barcalo
Master |
24-Sep-2025 16:46
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Ai Lai Liao.... Hang on tight guys! | ||||
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For_The_Next_Leg
Master |
22-Sep-2025 12:16
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More goods news coming. https://www.investingnote.com/posts/2972772 |
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LZLOmega
Veteran |
11-Sep-2025 10:55
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Please Sanli, do your magic | ||||
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LZLOmega
Veteran |
10-Sep-2025 09:27
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Pls help.push up | ||||
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LZLOmega
Veteran |
09-Sep-2025 15:12
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Drop liao sia | ||||
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beachlover1270
Member |
08-Sep-2025 14:13
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CGSI analyst report last week TP for Sanli 51 cents. Looks like it is moving strongly just now to 31 cents. Still more upside. If it announces more contracts, it will shoot sky high towards TP. | ||||
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LZLOmega
Veteran |
05-Sep-2025 12:50
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Please help to push up leh | ||||
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muifan
Supreme |
04-Sep-2025 11:44
Yells: "Take the leap of faith dont regret 20 years later!" |
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i think there is one more research house that cover sanli, seems like the next multibagger | ||||
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Joelton
Supreme |
04-Sep-2025 11:43
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CGS - Sanli: Order wins to drive valuation re-rating (TP of 51 cents)
We initiate coverage on Sanli with an Add call and target price of S$0.51, based on a 15.9x FY27 P/E multiple, 2 s.d. above its 4-year average.
■ We expect an 88.7% EPS CAGR over FY25-28F, supported by an outstanding order book of S$333.9m as at 15 Jul 2025.
■ We assume margin normalisation over FY26-28F. Upside surprise could come from potential new and larger order wins over FY26-28F.
Initiate coverage with Add 88.7% EPS CAGR over FY25-28F
Sanli Environment Ltd (Sanli), an environmental engineering group, is a local-owned pure play on Singapore&rsquo s water and waste management. It was listed on 8 Jun 2017 on the Catalist Board. We initiate coverage with an Add as we see potential EPS CAGR of 88.7% over FY25-28F, driven by order wins and profit margin normalisation.
Its order book as at 15 Jul 2025 was S$333.9m. Sanli is working on securing another c.S$205m worth of orders by end-CY25F.
Our TP of S$0.51 is based on FY27F P/E of 15.9x, 2 s.d. above its 4-year FY22-25F average, given its robust earnings growth backed by margin normalisation and a growing order book. Sanli&rsquo s financial year ends in March.
Singapore continues to spend on water management
The key driver backing the current strong tender opportunity for Sanli is the Singapore government&rsquo s spending on water related works. Based the Public Utilities Board&rsquo s (PUB) 2024 annual report, we gather that over 2016-23, Singapore spent more than S$1.0bn on water management p.a. Management noted that the government estimates c.S$100bn may be needed to protect the country against rising sea levels, presenting further opportunities for Sanli, it said.
Developing new growth businesses
Sanli is also trying to develop new revenue streams. Of these initiatives, we believe magnesium hydroxide slurry production has the most potential as Sanli can sell this product to existing customers for their water management and has managed to secure a new customer which uses this in scrubbers for its ships to reduce harmful gas emissions.
Potential M& A target
Given that Sanli is an established player in the local market and has certification to bid for contracts of unlimited value, we believe the company could be an attractive target for overseas conglomerates that have yet to penetrate the Singapore market. As Sanli aims for higher value contracts, our view is that management may be open to joint ventures with such players to ease the working capital burden.
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superstartup
Supreme |
04-Sep-2025 09:17
Yells: "Enjoy doing Fundamental Research" |
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TP 38 by MayBank TP 51 by CGSI
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muifan
Supreme |
04-Sep-2025 09:04
Yells: "Take the leap of faith dont regret 20 years later!" |
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Got some at 295, the upgrade means they quite confident to smash pass previous tp 38c :p | ||||
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superstartup
Supreme |
04-Sep-2025 09:00
Yells: "Enjoy doing Fundamental Research" |
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Nice initiation research by CGSI. And of course the TP.
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kye_lin
Master |
04-Sep-2025 08:59
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Gap up leow... | ||||
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muifan
Supreme |
04-Sep-2025 07:44
Yells: "Take the leap of faith dont regret 20 years later!" |
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So good ? haven?t even hit their previous 38c tp already upgrade to 51c ? so bullish :p | ||||
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