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Sembcorp Ind
Last:6.14
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SembCorp Industries
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JurongW
Elite |
10-Apr-2026 20:32
Yells: "Earnings give weight, Chart give wings" |
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Great info.  Let me list the 5 catalysts in bullet points for ease of reference for the benefit of all readers:
SCI current market price is still cheap at dividend yield of 3.8% for Fy2025 and expected 6.5%-7.5% yield for FY2026. |
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Wisedom
Senior |
10-Apr-2026 19:15
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Edge down slightly to 51.6M short position. SCI still remain 2nd heaviest short position at about 3% of total issued shares in all SG stocks. Recently, DACH investment inflow into only two stocks such as Yangzijiang and SCI has still been strong since mid March 2026 in hunting for high dividend yield. 5 big factors driving up SCI are 1) high retail gas and electricity retail price, up to 20% across Australia, India, Singapore. This high retail price will more likely be persistent 2) Pending Completion of Alinta Energy acquisition by 1H 2026 with 10.4 GW largely renewables in the development pipeline, 3) IPO listing of all India assets by 3Q 2026, 4) Completion of 600MW Hydrogen power plant by the end of 2026 which increase gas-fired power capacity by 50%, and 5) 60%-70% dividend policy from FY2026 onward. SCI's cash inflow will be very strong from recurring utility revenue, capital recycle of assets, especially India assets through IPO listing and Alinta Energy's strong growth prospect for coming years and beyond. SCI current market price is still cheap at dividend yield of 3.8% for Fy2025 and expected 6.5%-7.5% yield for FY2026.
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Wisedom
Senior |
10-Apr-2026 11:19
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Singapore Market Outlook 2026: DBS Insights on US-Iran Ceasefire, Top Equity Picks & Safe Haven Trends 1
Posted on April 9, 2026 at 8:41 am (GMT+8)... Recommending Sembcorp Industries as top stock pick as the company is the net beneficiary of high gas price hike and volatility.
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seanpent
Supreme |
10-Apr-2026 09:44
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Magic hands ... just done collection at 6.86 | ||||||||||||||
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Wisedom
Senior |
09-Apr-2026 16:15
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Deon Loke Published Thu, Apr 9, 2026 · 01:12 PM Banks and utilities as macro hedges As the Middle East conflict continues to drive energy prices higher, RHB recommends Sembcorp Industries : U96 +0.45% as a primary macro hedge. The upcoming Q3 electricity tariff reset is expected to be materially steeper, which will benefit generation asset owners with both regulated and merchant capacity. ?Sembcorp benefits directly from both the regulated tariff reset in Q3, which will fully reflect the doubled fuel price for the first time, and from unregulated merchant power pricing in a high-energy-cost environment,? RHB said. | ||||||||||||||
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JurongW
Elite |
07-Apr-2026 15:12
Yells: "Earnings give weight, Chart give wings" |
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It' s still resilient, now up 3 cents at 6.81...steady as she goes... pullback to 6.50 is too drastic, likely to be 6.65 first if there is a correction after a healthy run-up of cos u can' t rule out 6.50 either. Do continue to update all on the future direction.  
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Joelton
Supreme |
07-Apr-2026 10:40
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PhillipCapital replaces Singtel with Sembcorp in latest quarterly portfolio The PhillipCapital research team has replaced Singapore Telecommunications with Sembcorp Industries in its latest quarterly " Absolute 10" portfolio, on the premise that the latter' s pending $4.8 billion acquisition of Alinta Energy will drive earnings growth ahead. " Gas trading operations will benefit from the rise in LNG prices. Potential listing of India&rsquo s renewable energy portfolio is another positive catalyst," says PhillipCapital. In his March 2 report on Sembcorp Industries, Paul Chew, who leads the research team, has an " accumulate" call and $7 target price on this counter. On the other hand, given higher inflation and weaker macro conditions ahead, consumption of telco services in emerging markets may be impacted, warns PhillipCapital. Singtel owns significant stakes in leading mobile operators of India, Indonesia, Thailand and the Phillipines. Besides Sembcorp, the new addition, the other nine counters maintained in the portfolio by Chew' s team for the current 2Q 2026 are: DBS Group Holdings, Oversea-Chinese Banking Corp Stoneweg Europe Trust, Frencken Group, Geo Energy Resources, Prime US REIT, Wee Hur Holdings, City Developments and Keppel. Sembcorp shares, as at 2.18 pm, was up 0.74% to $6.80 Singtel was up 0.8% to $5.03. |
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JurongW
Elite |
07-Apr-2026 09:47
Yells: "Earnings give weight, Chart give wings" |
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Next target area --> 6.77 to 7.04 (0.5 to 0618 fibo) | ||||||||||||||
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Checkerman
Master |
07-Apr-2026 09:35
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repeat failure to clear 68.3 suggests resistance remains strong pullback towards 6.50 looks possible
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seanpent
Supreme |
07-Apr-2026 09:21
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6.90 just round the corner    |
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JurongW
Elite |
07-Apr-2026 01:29
Yells: "Earnings give weight, Chart give wings" |
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$7 is too low as now its share price is already $6.78 Who knows, Phillip may revised it higher, say $10 once there are more visibility on its FY26 earnings.
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PiRPiR
Master |
06-Apr-2026 22:09
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PhillipCapital replaces Singtel with Sembcorp in latest quarterly portfolio
The Edge Singapore The Edge Singapore Mon, Apr 06, 2026 ? 02:19 PM GMT+08 ? 1 min read The PhillipCapital research team has replaced Singapore Telecommunications with Sembcorp Industries in its latest quarterly "Absolute 10" portfolio, on the premise that the latter's pending $4.8 billion acquisition of Alinta Energy will drive earnings growth ahead. "Gas trading operations will benefit from the rise in LNG prices. Potential listing of India?s renewable energy portfolio is another positive catalyst," says PhillipCapital. In his March 2 report on Sembcorp Industries, Paul Chew, who leads the research team, has an "accumulate" call and $7 target price on this counter. ===== paywall ====== |
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behonest
Senior |
05-Apr-2026 17:39
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This fellow spend at crazy premium price. I only buy at 5.45leh
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dontbetray
Master |
05-Apr-2026 17:30
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Insider bot 1,496,900 shares for S$10,027,998 which is 6.699 average price on 1 April  |
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spore1
Supreme |
05-Apr-2026 10:54
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May be dividend may increase again!
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Wisedom
Senior |
04-Apr-2026 23:25
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Big drop down to 52.5M short positions. As of end March 2026, foreign institutional investors hold a significantly larger portion of Sembcorp Industries than local institutional investors. Retail investors down significantly so it is easily predicted that SCI stock is likely hard to fall. Many retail investors already sold for quick and high gain. The dividend ex-date will be 5 May 2026. Most likely, the foreign investors flow more $ into SCI stock to receive dividend of 16 cents per share and then keep for a long term to earn higher dividend yield with SCI's 60% - 70% dividend policy from FY2026 onward for which SCI and Alinta Energy is expected to post at least S$2 billion operating cash inflow in order to reduce heavy debt fast.
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JurongW
Elite |
02-Apr-2026 23:53
Yells: "Earnings give weight, Chart give wings" |
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Show Me the Money - New Chairman Backs Sembcorp at S$6.70  ![]() ![]()  
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spore1
Supreme |
02-Apr-2026 23:17
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Wah, just follow them to ride up!
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JurongW
Elite |
02-Apr-2026 22:42
Yells: "Earnings give weight, Chart give wings" |
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https://links.sgx.com/1.0.0/corporate-announcements/69SZ9LWUTEZPACM1/880721_Changes%20to%20Board%20Composition_final.pdf Rich scion tags onto Sembcorp&rsquo s green coattails Andreas Sohmen‑ Pao&rsquo s purchase of Sembcorp shares at SGD 6.70 on 1 April 2026 is linked to his upcoming role as Chairman of Sembcorp Industries. His buying signals confidence in the company&rsquo s transition strategy and aligns his personal stake with shareholder interests.  🔎 Context Behind the Purchase
📊 Implications of His Move
🌍 Strategic Angle
✅ TakeawayAndreas Sohmen‑ Pao&rsquo s acquisition of Sembcorp shares at SGD 6.70 is not just a financial move &mdash it&rsquo s a strategic gesture of confidence as he prepares to take the helm. For investors, it highlights insider conviction in Sembcorp&rsquo s energy transition strategy and could serve as a positive sentiment anchor for the stock.   |
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JurongW
Elite |
02-Apr-2026 22:36
Yells: "Earnings give weight, Chart give wings" |
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Rich Scion of Pao Shipping Dynasty buys Sembcorp shares at $6.70 on 1 Apr 26 I think it should be relatively safe to u-turn and tag onto his coattails.
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