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Sanli forum after it ipo
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tofudidi
Supreme |
14-Jul-2025 15:01
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Let?s see today can break 170. | ||||
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tofudidi
Supreme |
14-Jul-2025 14:13
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Waiting for next big canon. Looks like coming | ||||
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trader1970
Elite |
14-Jul-2025 10:26
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It will reach today easily.. invisible hands at work.. BE PATIENT... Last call for those whom missed the train when the price BO below 11.... Have faith and you shall be rewarded. 20 is definitely reachable. Each to their own Target... :):):)
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tofudidi
Supreme |
14-Jul-2025 10:18
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wait for the next push towards 170.. slowly will reach target
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trader1970
Elite |
14-Jul-2025 10:13
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The lesson to learnt from the past multi-baggers is " Stick to the Winner" as it rises and proft take you may but remember to buy back when it retrace.. The placement call to renowed investors which are long term couple with projects announcements in the pipeline (i reckon some hasnt been announced) will propel this darling towards 20 and 25 if the interim results suprised to the upside.. WATCH :):):)
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tofudidi
Supreme |
14-Jul-2025 09:41
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More contracts coming? moving near to IPO price.. let see can go towards 20c 
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trader1970
Elite |
12-Jul-2025 14:08
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Good time to collect more and hold before it BO above 160.. yes, this stock has indeed risen above the 200MA and shows bullish momentum to power up. Resilience to Trump tariff nonsense and economic crisis. 20 cts is reachable and won?t be surprised it will rise to 25 cts by end of year ..
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Joelton
Supreme |
12-Jul-2025 12:47
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SAC Capital: Sanli Engineers a Comeback (Initiation - BUY, Price Target S$0.228)
Sanli Environmental Limited is a Singapore-based environmental engineering firm specialising in the design, construction, and maintenance of water and waste infrastructure. Since its founding in 2006 and listing on the SGX Catalist board in 2017, the Group has built a strong track record in delivering public utility projects, particularly for Singapore&rsquo s national water agency, PUB. Today, the group operates across three segments, Engineering, Procurement & Construction (EPC), Operations & Maintenance (O& M), and Emerging Business Segments (EBS), with growing exposure to renewable energy and environmental chemical manufacturing.
The Group&rsquo s order book stood at S$333.9 million as of 10 July 2025. The Group has recently been awarded a new project by PUB with a contract value of S$105.3 million, which is for the upcoming NEWater plant located within the Tuas Water Reclamation Plant. We expect new project wins to lift FY26 EPC revenue by 8.3% to $120.0 million and with legacy, low-margin projects nearing completion, margins are expected to increase from 5.5% in FY25 to 9.5% in FY26. Several sizeable EPC tenders are expected to be launched in the next 12 months as Singapore continues its critical infrastructure investments to improve public services, operational efficiency and urban resilience. This offers Sanli potential growth opportunities and the Group is actively positioning itself to secure a portion of this pipeline by leveraging its BCA L6 accreditation, strong project execution record with PUB and NEA, and integrated engineering capabilities.
The Group&rsquo s Operations & Maintenance business segment delivered robust growth in FY2025, nearly doubling revenue to S$44.2 million. This performance underscores the Group&rsquo s success in scaling a stable and high-margin income stream. We expect O& M revenue to increase by 7.6% to $47.6 million, with slight increase in margins from 20.5% to 21% in FY26. As Singapore&rsquo s water infrastructure base expands with more complex installations such as advanced treatment facilities, pumping stations, and decentralised recycling systems, the demand for outsourced maintenance continues to rise. The Group is capitalising on this trend by actively pursuing new O& M contracts for long-term servicing of water and wastewater facilities, leveraging on its track record and niche specialisation.
Coastal Protection Plan to spur infrastructure pipeline. Singapore' s commitment to coastal protection, exemplified by initiatives like the East Coast Plan, represents a significant long-term opportunity. The government has announced that at least S$100 billion will be needed to protect its shorelines. The plan includes large-scale reclamation, drainage systems, and flood mitigation works that align with Sanli&rsquo s core engineering competencies. Sanli is well-positioned to secure contracts from this sustained infrastructure push, further supporting its order book.
The only Southeast Asian manufacturer of magnesium hydroxide slurry. After building and certifying its plant over two years, Sanli completed its first successful major marine vessel top-up in FY25, breaking into the tightly regulated maritime sector. This validates both product readiness and customer demand. Looking ahead, the Group is focused on deepening penetration within the marine industry, which is increasingly regulated under IMO 2020 and future emissions mandates. Sanli also plans to explore additional use cases for magnesium hydroxide across industrial wastewater and flue gas desulfurisation markets in the Asia-Pacific region. With tightening environmental regulations and increasing demand for non-toxic, high-performance neutralisers, the Group has potential to scale this business into a high-margin revenue stream, complementing its traditional engineering services.
Risks Persistent geopolitical tensions, evolving trade regulations, global supply chain disruptions, and inflationary pressures continue to pose challenges, potentially impacting project costs, material availability, and overall operational efficiency.
Valuation Sanli is currently trading at a one-year forward P/E of 7.2x. Using the Catalist board valuation as a reference, the mean P/E of Catalist board is 13.8x while the median is 10.5x. Taking a conservative stance, we use the lower 10.5x P/E and derive the price target of S¢ 22.8.
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LZLOmega
Veteran |
11-Jul-2025 16:55
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One last push | ||||
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WBdisciple
Elite |
11-Jul-2025 14:54
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Highly unlikely ONE will make tender with the expectation of losing money on the project...as a listed company, they have shareholders to answer to. PLUS, they have been profitable all these while and sharing dividends to shareholders. Otherwise, Reputable Insitit Funds like Lion Global (part of OCBC) will not come in..... |
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superstartup
Supreme |
11-Jul-2025 10:22
Yells: "Enjoy doing Fundamental Research" |
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Just sharing from my channel checks. 2nd lowest tenderer at $143m. All the rest bidded at over $150m. Sanli bid is the lowest at $105m. . . Sanli CEO in an interview try give reasons for their win in an indirect info sharing, maybe due to the huge spread in the bids.
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LZLOmega
Veteran |
11-Jul-2025 09:32
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Dropping liao, pls push it up
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WBdisciple
Elite |
11-Jul-2025 09:03
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Do you have substantive insights why this latest project win is because of 1/2 price? You are entitled to your opinion but pls do not spread falsehoods here Sanli has been profitable since their listing..(even though profitability has ups and downs)...
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ysh2006
Supreme |
11-Jul-2025 03:28
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Why they bid half price PUB projects so easy to do ? How | ||||
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UltraBoy
Member |
10-Jul-2025 22:11
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Tender 12/ priced to secure contract. you expect profit! dreaming.
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antifragile
Senior |
10-Jul-2025 12:56
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IPO Price: $0.225 (S$60.4m market cap)
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tedlim
Veteran |
10-Jul-2025 10:06
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i just look at their FY2025 numbers again...FY2025' s EPC margin is lower due to legacy covid projects which are tail-end. Assuming that these projects are already completed...their EPC margins will normalise and become a major contributor once again..which means higher profitability. Similar to construction companies profit growth after COVID. pls DYODD.. |
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WBdisciple
Elite |
10-Jul-2025 10:02
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Don' t forget their dividend policy of at least 30% per year....their slides shows their consistent dividend track record: https://links.sgx.com/FileOpen/Sanli_May25_PPT_30May2025%20R.ashx?App=Announcement& FileID=847652 | ||||
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Joelton
Supreme |
10-Jul-2025 09:51
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Sanli&rsquo s Share Placement Attracts Strong Interest from Prominent Investors
&bull Placement of 33.3 million Placement Shares at S$0.12 each has been fully taken up
&bull Raised gross proceeds of S$4.0 million primarily for the Group&rsquo s general working capital purposes and a portion may also be used to improve its capital structure
&bull Prominent investors such as Lion Global Investors Limited (as investment manager for and on behalf of its clients) and Asdew Acquisitions are among the placees for the Placement
SGX-Catalist listed Sanli Environmental Limited (&ldquo Sanli&rdquo , the &ldquo Company&rdquo , &ldquo 三 立 环 境 有 限 公 司 &rdquo and together with its subsidiaries, the &ldquo Group&rdquo ), is pleased to announce that the Company has successfully completed the placement of 33.3 million Placement Shares at S$0.12 each, raising gross proceeds of S$4.0 million.
The gross proceeds will be used primarily for general working capital purposes, including funding the execution of ongoing Engineering, Procurement and Construction (&ldquo EPC&rdquo ) projects, and a portion of the proceeds may also be used to improve its capital structure and strengthen its balance sheet via the reduction of existing borrowings.
The Placement Shares represent approximately 12.58% of the existing issued and paid-up share capital of the Company (excluding treasury shares) comprising 265,067,113 Shares as at the date of the placement agreement.
SAC Capital Private Limited is the placement agent for this placement.
Commenting on the placement, Mr. Sim Hock Heng (&ldquo 沈 福 兴 &rdquo ), Chief Executive Officer and Executive Director of Sanli, said: &ldquo This is our first share placement exercise since our listing in 2017, hence it represents a meaningful milestone for the Group and we are heartened by the strong vote of confidence from investors in our business model and growth potential.
The proceeds from this placement will strengthen our financial flexibility, reinforcing our ability to act decisively on growth opportunities as we advance towards our vision of becoming a leading force in Asia&rsquo s environmental industry.
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Joelton
Supreme |
10-Jul-2025 09:50
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Sanli Awarded New Project with a Contract Value of S$105.3 Million Order Book Strengthens to S$333.9 Million
&bull The new project is part of the second phase of the Deep Tunnel Sewerage System (DTSS) to meet Singapore&rsquo s long-term needs for used water treatment and reclamation, which is scheduled to be completed by mid-2028.
&bull With the addition of this new project, the Group&rsquo s order book currently stands at S$333.9 million.
&bull Barring any unforeseen circumstances, the new project is expected to have a positive impact on the net tangible assets and earnings per share of the Group throughout the duration of the project.
SGX-Catalist listed Sanli Environmental Limited (&ldquo Sanli&rdquo , the &ldquo Company&rdquo , &ldquo 三 立 环 境 有 限 公 司 &rdquo and together with its subsidiaries, the &ldquo Group&rdquo ), is pleased to announce that the Group has been awarded a new project by PUB, Singapore&rsquo s National Water Agency, with a contract value of S$105.3 million, for Mechanical, Electrical, Instrumentation, Control, Automation (&ldquo MEICA&rdquo ) works for the upcoming NEWater plant located within the Tuas Water Reclamation Plant (WRP).
The Group had previously secured two other contracts under the DTSS for ongoing works at the Tuas WRP: the construction of the odour control facilities for liquids modules at S$66 million and MEICA works for the biosolids treatment facility at S$170 million.
Commenting on the new project, Mr. Sim Hock Heng (&ldquo 沈 福 兴 &rdquo ), Chief Executive Officer and Executive Director of Sanli, said: &ldquo We are pleased to be awarded this latest contract under DTSS Phase 2, which we believe is not only as a reaffirmation of our MEICA capabilities to execute complex water infrastructure works reliably, but also as a strategic opportunity to deepen our involvement in high-impact, public sector projects that enhances Singapore&rsquo s water resilience.
Working on our earlier two contracts in Tuas WRP has allowed us to accumulate significant onsite knowledge, enhancing our operational expertise with a highly coordinated project delivery approach and we look forward to the timely completion of this project.
Aligned with our long-term strategy to pursue large-scale, sustainable infrastructure projects, we remain focused on strengthening our order book and expanding our role in transformative engineering projects ahead.&rdquo
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