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Sembcorp Ind
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SembCorp Industries
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stevenongtalk
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09-Jun-2023 15:51
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i still holding onto my position.just could not understand? | ||||
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MoneyMarketRulez
Member |
09-Jun-2023 15:35
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Hahaha! U sound like u got burnt 😏
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FATABA
Supreme |
09-Jun-2023 15:31
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it is more than analyst update. Several broker has already Rerated SCi since Q1 result . Lot of project potential coming up in Indonesia, Vietnem and even China. SCI has already position itself as the clean energy power house here. Recent gas deal also position it as a major supplier here. Pure energy play and the future is in SCI hand. Bro Ara has also kindly wrote some good input . VALUE investing is in this type of companies Good luck happy investing.
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stevenongtalk
Member |
09-Jun-2023 15:16
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i wonder who is still buying in at this price! | ||||
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dingbat
Veteran |
09-Jun-2023 14:28
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If punters can hold might even reach $6 this year at the rate its being bought up. This is just a GUESStimate. Who knows how BBs think. DYODD This is a stock for long term if want to see the bumper harvest. | ||||
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beng1102
Elite |
09-Jun-2023 13:28
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Could be more analyst upgrades are coming.
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aragosta
Master |
09-Jun-2023 12:19
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Like the black market people like to say.... you cannot manufacture news, no news means no news, got news means got news ...... I don' t want to say too much , otherwise some angmoh with imaginery sifu will get jealous and start manufacturing negative views again... I hope some people who wanted to go long, were not stupid enough to dump after reading her ulterior motive views..... listen to yourself, dyoddd, make your decision to hold or sell, but beware of the angmoh with imagery sifu and likes to talk beans...... vested in KC, SCI, SEA, DM
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FATABA
Supreme |
09-Jun-2023 11:44
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Wow another new high ....just after giving out share to top mgt / wow push up 15c today . Another project or what ? DYODD
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aragosta
Master |
07-Jun-2023 20:03
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Wow.... SCI values its performance shares given to directors/ceo @ $5.31..... got to give face liao...... 
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aragosta
Master |
07-Jun-2023 17:40
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Haha, I thought you would think MSCI would be a sure bet, at the rate it is going.... sure to rocket it it happens just like SEAtrium...... in any case, SCI is running on its own power, simply because this is the era of substainability..... and any business that' s associated with it..... I understand TH is pushing SCI , more than any of its stables, into the forefront of the green energy field, on the world stage...... recently everywhere our leaders went - Africa, Central Western Asia, China, Japan - the trade delegation included SCI power people...... some light reading here... https://www.straitstimes.com/business/renewable-energy-main-draw-for-green-investments-in-south-east-asia https://www.sembcorp.com/en/sustainability/memberships-certifications-ratings https://simplywall.st/article/the-clean-energy-wave-and-how-investors-can-ride-it https://www.renewableenergyworld.com/#gref https://www.iea.org/news/clean-energy-investment-is-extending-its-lead-over-fossil-fuels-boosted-by-energy-security-strengths https://www.weforum.org/agenda/2023/06/carbon-pricing-renewable-energy-transition-russia-5-june/
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FATABA
Supreme |
07-Jun-2023 16:39
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Interesting .....thanks for the 9 points. Haha definately looking forward to it . One thing I am certain is a good 1H result ( as for dividend it is really up to mgt ) . Happy investing.
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aragosta
Master |
07-Jun-2023 15:59
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For those who are lazy to read, let me kaypoh abit with summary of the analyst and black market catalysts.... Catalyst #1: Potential gain of S$215m to S$250m from divestment of SembWaste and EfW Catalyst #2 : Tight supply/demand power market in Singapore = firmer CE profits Catalyst #3 : New RE target and valuations re-rate? Catalyst #4: Asset monetisation to meet growth Catalyst #5 : Inclusion in MSCI SG Catalyst #6: More PNG from West Natuna, allows SCI to optimise its gas costs between LNG and PNG, to maximise margins Catalyst #7: Sterling half yearly results with higher interim payouts Catalyst #8: More contract wins, including one rumoured mega project in negotiations Catalyst #9: Possible M& A but but please dyoddd!!
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aragosta
Master |
07-Jun-2023 15:44
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I have also been stating that while it is okay to take profit if you are short term, but if you do, you should just move on and don' t hope for price to drop to your sales level, because not every stock behaves like that, becoz diamond gem only grows in value overtime.... at the same time, for those who are at the side line, you may want to wait for a consolidation after each magnificent run to enter...... but please dyoddd before you do so....
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aragosta
Master |
07-Jun-2023 15:24
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The CIMB report is only a summary of the actual report, and it would be useful and interesting to read in its entirety because then you will understand why most of these info has been circulating in black market and why the gangster BBs have been playing it for such a long time since CNY....... https://rfs.cgs-cimb.com/api/download?file=414df26b-e9ef-4f49-8d23-04f18e107798 My position is very clear and never waver... I have consistently stated my position is mid to long term because (as I have understand from the black market) there will be many important developments yet to come...., many which I have hinted and reinforced in the report ..... I m not suggesting to take this report or me as the holy truth, but if you compare or co-relate what I have been hinting here and what they were written in the report, you would realise many of the news developments are actually not just mere rumors but turning or likely to be true happenings .......and unless you have been living under the rock, then you are knowing all these the first time here..... Don' t just read I have posted.... unlike one recalcitrant and troublemaker, I always urge you to dyoddd |
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Joelton
Supreme |
07-Jun-2023 12:43
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CGS-CIMB highlights multiple catalysts for Sembcorp raises target to S$6.20
CGS-CIMB has upped its price target for Sembcorp Industries : U96 +0.37% to S$6.20 from S$5.12 following news of the group&rsquo s potential divestment of its waste management business, SembWaste, and its energy-from-waste plant.
In a report on Tuesday (Jun 6), the research house said an estimated S$225 million to S$250 million divestment gain from the transaction could result in a higher dividend payout of an additional S$0.05 to S$0.06 per share for FY2024.
Proceeds from the disposals could also be used to fund Sembcorp&rsquo s renewable energy capacity growth, added its analysts.
The new target price incorporates a higher FY2024 price-to-earnings multiple of 14 times versus 12 times previously, which brings the stock&rsquo s valuation in line with its regional peers.
It is also based on the assumption that SembWaste is valued at nine to 10 times FY2022 enterprise multiple, with the plant valued at one times price-to-book at an estimated book value of S$180 million.
CGS-CIMB continues to rate Sembcorp at &ldquo add&rdquo citing &ldquo multiple visible catalysts ahead&rdquo for the group.
Highlighting &ldquo surprisingly strong&rdquo spot prices in Singapore, the analysts believe Sembcorp will be able to maximise its margins by optimising its gas costs between liquid natural gas and piped natural gas.
This is due to the group&rsquo s ability to optimise its gas feedstock, as well as its position as one of four licensed gas importers in Singapore.
They further expect the group to benefit from positive share price momentum once it announces a new renewable energy target, after surpassing its previous one as at end-March 2023.
CGS-CIMB also takes the view that the counter could be included in the MSCI Singapore Index by September or November 2023, given its substantial market captialisation of about S$10 billion as at Jun 5.
&ldquo Finally, we expect Sembcorp to fund its new capacity growth via more asset monetisation,&rdquo stated its analysts.
In their view, the company could start capital recycling while paring down its majority stake in more mature renewable energy assets in India and China, in particular renewable projects that have been operating for more than five years.
This in turn could reduce the need for a cash call in the medium term, they said
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hotelgrand
Master |
07-Jun-2023 09:46
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Thank you bro
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cychu69
Member |
06-Jun-2023 20:27
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Seatrium
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hotelgrand
Master |
06-Jun-2023 20:13
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Pls help
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aragosta
Master |
06-Jun-2023 18:42
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PLEASE LA!!! Don' t create problems wherever you go! IF from $4.00 in end March, I can bull until $5.40 today, it' s a bull I' m proud to be! There are bros here who sold but they never bring in negative news or talk down the stock. They are happy with their gains, even though they think it will go higher, and in fact wish other bros still holding, well. But you? You' re like the same Ang Moh (kenna banned), who likes to sing the same tune when you have the stock or just bought, but talks negatively whenever you already sold, and esp when the price never goes down but goes up instead. Same person, same tune, same style, same old habits. But using different nick.
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hotelgrand
Master |
06-Jun-2023 17:20
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Hi Semb Marine become what name..long time never follow..pls assist | ||||
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