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&bull For 1H FY2025, Sembcorp reported a net profit of S$536 million, which was about 1% lower than the S$543 million in 1H 2024. 
&bull Underlying net profit before exceptional items and foreign-exchange impacts was S$491 million, basically flat compared to S$489 million in 1H 2024. 
&bull Revenue (turnover) declined about 8%, from S$3,208 million down to S$2,942 million, primarily due to lower contributions in the &ldquo Gas & Related Services&rdquo segment. 
&bull Interim dividend: S$0.09 per share (9 Singapore cents) announced. 
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⚠ ️ Key concerns
&bull The Gas & Related Services segment is under pressure: lower generation spreads in Singapore, higher cost of green-power imports, and the absence of contribution from Phu My 3 in Vietnam. 
&bull In Renewables, while growth is strong in India, performance in China is being weighed down by higher curtailment and lower tariffs. 
&bull Macroeconomic & FX risks: Strengthening SGD vs other currencies is hurting translation. Also, regulatory/market risk in renewables (especially China) and cyclical weakness in some energy segments. 
&bull Some brokers are flagging that the softer 1H result may raise questions about medium-to-long-term growth, even if near-term stability holds. 
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🔍 Medium-/long-term upside factors
&bull Renewables: Sembcorp is growing its capacity significantly (from 10 GW to ~13.8 GW gross in 1H25) and strengthening its pipeline. 
&bull Integrated Urban Solutions: Growth in land sales (Indonesia/Vietnam) and water business improvements give some diversification beyond pure power. 
&bull Dividend sustainability: Management emphasises maintaining a &ldquo sustainable payout&hellip in line with our dividend policy&rdquo . 
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📌 My take (tailored for you)
Since you&rsquo re tracking Sembcorp (you mentioned you had it at ~S$6.32) and you have a sharp eye on growth vs risk, here are a couple of vantage points:
&bull If you believe the renewables push will accelerate, especially in India + other Asian markets, then Sembcorp has tilt to ride the transition wave.
&bull But if you&rsquo re concerned about earnings visibility (gas spreads, renewables tariffs/curtailment, currency translation), then the &ldquo softer 1H&rdquo may be a sign of headwinds ahead rather than a blip.
&bull Given your focus on medium-to-long term growth and corporate strategy, you might want to dig into how Sembcorp&rsquo s contracts (PPAs, long-term fixed price deals) vs spot market exposure are structured, particularly for the Gas/G& R segment.
&bull Also worth checking: the capex and equity investments for the next few years, how much they rely on execution of big projects (which bring both opportunities and execution risk).
&bull Given your interest in dividend yield and sustainable payout, check the payout ratio, debt levels (net debt/EBITDA is mentioned) and how much cyclical earnings are contributing vs recurring long-duration contracts.
6.03 probably bottom. SBB again
I think this could be MSA fund once again vested.
Aigoo aigoo .... 6.32 5xxk shares completely dried up 😱
Need to watch further ... coast is still unclear
Need to watch further ... coast is still unclear
Momentum is picking up .... and buying volume is well supported.
Louistan, maybe it is time to buy .... higoo higoo
Louistan, maybe it is time to buy .... higoo higoo
Volume is good this morning and hope can find a foot-toe soon ....
stay watchful
stay watchful
Checkerman, you are right !!! All the birdies are scattered and flew away ....
Stay away for now as the fight is pretty intense .... this is a mayday alert ..... calling all stations to assemble and guard the semy industries
Stay away for now as the fight is pretty intense .... this is a mayday alert ..... calling all stations to assemble and guard the semy industries
better stay away from this counter
Yes, dispicable ... but come to think about it .... when are they a gentleman ..... 🤔
It is not going to stop their onslaught of all the chicken retail investors.
My ear was on the ground when it was shaking ..... shorting will continue .... aigoo aigoo ...OMG
It is not going to stop their onslaught of all the chicken retail investors.
My ear was on the ground when it was shaking ..... shorting will continue .... aigoo aigoo ...OMG
dontbetray ( Date: 12-Aug-2025 15:58) Posted:
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If you are referring to retail investors, I don' t they oversell .... from what i heard the CPs are FIs
They are behind driving the price down ... retail should be careful not to hop in thinking it has reached the bottom ... be careful
dyodd
They are behind driving the price down ... retail should be careful not to hop in thinking it has reached the bottom ... be careful
dyodd
Louistan ( Date: 12-Aug-2025 16:05) Posted:
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$6.36
Investors have a tendency to blindly oversell or overbuy. Herd mentality.
dontbetray ( Date: 12-Aug-2025 15:58) Posted:
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bb just being despicable. take advantage to short the counter
Still correcting.
Thereabout already .....
Target price by Phillip - $7.90, same as UOBKH
JurongW ( Date: 11-Aug-2025 17:08) Posted:
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To add on, updated target price by Maybank - $6.40, DBS - $7.40
Louistan ( Date: 11-Aug-2025 15:39) Posted:
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UOB Kay Hian issued a postive report on SCI tody.. Still a buy with TP reduced just by 10 cts from $8 to $7.90.
Newcomer19707016 ( Date: 11-Aug-2025 15:05) Posted:
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Strong support at $6
because of this news ma.
https://www.bloomberg.com/news/articles/2025-03-17/sembcorp-is-said-to-be-carrying-out-strategic-review-of-business
those idiot BB purposely short to reset the bull again
must jpm waiting for latest update
u all saw the news keppel unlock value after selling m1
https://www.bloomberg.com/news/articles/2025-03-17/sembcorp-is-said-to-be-carrying-out-strategic-review-of-business
those idiot BB purposely short to reset the bull again
must jpm waiting for latest update
u all saw the news keppel unlock value after selling m1
PQTPQK ( Date: 11-Aug-2025 09:47) Posted:
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