Post Reply
121-140 of 267
Juz got back fr my one week cruise, of course holidaying with the mafia people la ....... after making so much, these few days, or can say months, need to enjoy mah......
great u guys keep this place going.........
No need to thank me........ either u believe in the gangsters or you don' t believe........ as long as u don' t mock them, more news can flow from them..... in fact, you know these sam sengs........ they like people to three-leggged them........ so the more you believe, the more I can gather more underground info........ so okay la, l will get as much views as possible out this weekend, and post them here (if my posts can get thru juz after a few tries)..........especially on these four tokkong stocks.... trust me, you ain' t see the top yet.....
Btw, since u are here, might as well let u know this.....do look out for AEM.......I used to be quite critical of this stock, but during the cruise, some of my gangsters told me, this one is backed by the black market to be a key AI play (together with Venture)........ I have asked for some Gangsters-generated info and views, and will post them when I get them....... mayb I open a thread on them, because the money I heard will be quite good......... was told that Temasek maybe will have a hand in the cheong, expect something like a double bagger by next year according to the black market..........maybe a triple if what I will come true...... means, if it is two today, could be six by then......
hope the BitchyT and her boyfriend HuatSmallSmall and their monkey, bear, jinxeagle gang will not come here to disturb the peace here .... so I will be in a mood to post more.......
Agree 
Louistan ( Date: 03-Oct-2025 12:01) Posted:
|
SCI as well. SCI has been very heavily shorted over past few weeks.
seanpent ( Date: 03-Oct-2025 11:15) Posted:
|
Seatrium is in for a classic short squeeze setup?
seanpent ( Date: 02-Oct-2025 09:10) Posted:
|
Thanks, bro aragosta. Glad I didn' t miss out your message.
Delvyss ( Date: 29-Sep-2025 09:14) Posted:
|
Insight .....
" If you' re not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an eye out for. Amongst other things, we' ll want to see two things firstly, a growing return on capital employed (ROCE) and secondly, an expansion in the company' s amount of capital employed. Put simply, these types of businesses are compounding machines, meaning they are continually reinvesting their earnings at ever-higher rates of return. So when we looked at Seatrium (SGX:5E2) and its trend of ROCE, we really liked what we saw."
" If you' re not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an eye out for. Amongst other things, we' ll want to see two things firstly, a growing return on capital employed (ROCE) and secondly, an expansion in the company' s amount of capital employed. Put simply, these types of businesses are compounding machines, meaning they are continually reinvesting their earnings at ever-higher rates of return. So when we looked at Seatrium (SGX:5E2) and its trend of ROCE, we really liked what we saw."
Delvyss ( Date: 01-Oct-2025 09:21) Posted:
|
I thought so too. SCI is very under-rated too.
Louistan ( Date: 03-Oct-2025 09:24) Posted:
|
If you look at the metrics, SCI is very undervalued when compared to Keppel. SCI should be trading at $8 or higher now. It will eventually catch up.
seanpent ( Date: 02-Oct-2025 09:14) Posted:
|
Another master of the sea begin its voyage
seanpent ( Date: 02-Oct-2025 09:14) Posted:
|
SCI confirm climbing?
seanpent ( Date: 02-Oct-2025 09:10) Posted:
|
Keppel higher high
Seatrium poised for breakout
Seatrium poised for breakout
We Like These Underlying Return On Capital Trends At Seatrium (SGX:5E2)
https://sg.finance.yahoo.com/news/underlying-return-capital-trends-seatrium-045023357.html
3 Blue-Chip Stocks Seeing Insider Buying in September 2025
https://sg.yahoo.com/finance/news/3-blue-chip-stocks-seeing-024823106.html
Thank you for the high-level summary.
aragosta ( Date: 28-Sep-2025 22:29) Posted:
|
Very simpal....
if u notice, b4 today, I hardly post on Sembcorp, not becoz I m scared, but becoz the gangsters got nothing for me to post....... but I got hint, if the time comes, I will post......u c also , when someone wants to accumulate, surely he won' t buy at a high.... he will try, IF HE CAN, to buy low or lower.... by now u shd know, simpal stories can bring down the price....... But my next advice is if you are newbie, don' t try shorting these three tokkong ah kong stocks...when the mafia shows hand signals, there' s a brewing storm coming, means it will come, no if or but, or maybe.... for gangsters, come means come, fight means fight....
I already said, if the tokkong stocks don' t achieve their targets, unless got nuclear war, I m out of here for good.....
note I seldom reply to people.... if reply means serious business one.......
if u notice, b4 today, I hardly post on Sembcorp, not becoz I m scared, but becoz the gangsters got nothing for me to post....... but I got hint, if the time comes, I will post......u c also , when someone wants to accumulate, surely he won' t buy at a high.... he will try, IF HE CAN, to buy low or lower.... by now u shd know, simpal stories can bring down the price....... But my next advice is if you are newbie, don' t try shorting these three tokkong ah kong stocks...when the mafia shows hand signals, there' s a brewing storm coming, means it will come, no if or but, or maybe.... for gangsters, come means come, fight means fight....
I already said, if the tokkong stocks don' t achieve their targets, unless got nuclear war, I m out of here for good.....
note I seldom reply to people.... if reply means serious business one.......
Agree with all the postives about SCI but apart from being shortists favourite for past 7 weeks, SCI has featured in the Top 10 Institutional sells every week since results were released. This is record breaking for SCI. Maybe they know something which the public is not aware of. Or maybe they are wrong as happens often.
aragosta ( Date: 29-Sep-2025 11:18) Posted:
|
SEMBCORP INDUSTRIES
Sembcorp Industries and Keppel (through Keppel DC Reit) are mentioned as potential beneficiaries of the AI boom in Singapore.
Sembcorp Industries is identified as a leading power provider to data centers in Singapore, supplying 33% of data center energy.
Key Singapore Companies Benefiting from the AI and Data Centre Surge
https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16362-key-singapore-companies-benefiting-from-the-ai-and-data-centre-surge
From data centres to finance: analysts identify SGX' s best proxies to capture AI boom.
Big names such as Sembcorp Industries are among the eight companies identified as potential beneficiaries.
https://www.businesstimes.com.sg/companies-markets/data-centres-finance-analysts-identify-sgxs-best-proxies-capture-ai-boom
A recent report by Morgan Stanley even named Sembcorp as a key beneficiary of the AI energy boom in Singapore.
https://www.edb.gov.sg/en/business-insights/insights/sia-singtel-and-more-singapores-top-ai-adopters-could-drive-three-per-cent-gdp-growth-says-morgan-stanley.html
AI key to help sustain Singapore&rsquo s 3% GDP growth: Morgan Stanley
https://sg.finance.yahoo.com/news/ai-key-help-sustain-singapore-231048976.html
Energy demand from AI
https://www.iea.org/reports/energy-and-ai/energy-demand-from-ai
Riding the AI Boom: Top Seven Singapore Stocks to Invest
https://www.prosperus.asia/stocks/singapore-stocks/riding-the-ai-boom-top-seven-singapore-stocks-to-invest/#:~:text=1.,exposure%20to%20global%20tech%20growth.
Top Singapore Blue-Chip Stocks to Add to Your Portfolio in 2025
https://www.stashaway.sg/r/top-singapore-blue-chip-stocks
SEMBCORP INDUSTRIES
Sembcorp Industries is considered a key Temasek-owned Singapore blue-chip stock with solid long-term prospects due to several factors:
Sembcorp Industries is a KEY Temasek-Owned Singapore Blue-Chip Stocks with Solid Long-Term Prospects
https://sg.finance.yahoo.com/news/4-temasek-owned-singapore-blue-093000018.html
Sembcorp Industries as a leader in energy and urban development in Asia, is driving energy transformation responsibly in Singapore
https://www.theedgesingapore.com/SG60/nation-builders/powering-sustainable-solutions-across-asia
The restructuring of Sembcorp Industries illustrates Temasek' s value-enhancement strategy in action.
1. Strategic demerger Focus on high-growth sectors
In 2020, Temasek supported the demerger of Sembcorp Industries from its heavily indebted offshore and marine (O& M) arm, Sembcorp Marine. The demerger allowed Sembcorp Industries to focus on its core energy and urban solutions businesses. This pivot included a major strategic plan to accelerate its transition from " brown" (fossil fuel) energy to " green" (renewable) energy.
2. Financial and shareholder benefits
~ Improved financial performance: By separating from its struggling O& M unit, Sembcorp Industries removed the financial drag and debt that was weighing on its performance. The company has since achieved strong financial results, including a S$1 billion net profit in 2024 and significant growth in renewables capacity.
~ Strong returns for shareholders: The strategic shift has been highly lucrative for shareholders. Temasek reported in April 2024 that Sembcorp' s focused strategy created a total shareholder return of 69.6% (on an annualized basis) since the demerger was announced.
~ Increased market capitalization: Since the 2020 demerger, Sembcorp' s market value has more than doubled, reaching S$10.7 billion by September 2025.
3. Leadership in sustainability
The restructuring enabled Sembcorp to establish itself as a leading renewables player in Asia. The company' s new strategic plan for 2023&ndash 2028 targets significant increases in renewables capacity and sets aggressive decarbonization goals, positioning it for long-term growth in the global energy transition.
Temasek restructuring to enhance the value of home-grown companies like Sembcorp Industries
https://www.straitstimes.com/business/companies-markets/temasek-is-restructuring-setting-up-three-bodies-to-manage-portfolio-segments
Temasek revamp makes sense given the varied capabilities needed to manage growing portfolio
https://www.businesstimes.com.sg/opinion-features/temasek-revamp-makes-sense-given-varied-capabilities-needed-manage-growing-portfolio
Sembcorp Industries is considered a key Temasek-owned Singapore blue-chip stock with solid long-term prospects due to several factors:
- Strategic Alignment with Energy Transition: Sembcorp is transforming its portfolio from traditional energy sources to green energy, focusing on renewables. It aims to achieve 25 GW of gross installed renewables capacity by 2028. This aligns with global and regional energy transition trends and positions the company for future growth.
- Strong Backing and Long-Term View: Temasek Holdings, the largest shareholder with a 50% stake, is known for its long-term investment mindset and focuses on helping its portfolio companies become stronger.
- Diversified Business Model: The company operates in Energy and Urban Solutions, providing a balanced portfolio.
- Financial Resilience and Growth: Despite short-term fluctuations in revenue due to factors like lower gas prices or planned maintenance, Sembcorp has shown resilient net profit performance.
- Commitment to Decarbonisation: Sembcorp has set ambitious targets to reduce its emissions intensity by 50% by 2028 and achieve net-zero emissions by 2050. These goals position the company favorably in a world increasingly focused on sustainability.
- Recurring Income Streams: Sembcorp generates predictable income through long-term power purchase agreements (PPAs).
- Analyst Confident Sentiments : Analyst ratings suggest a positive outlook for the company
Sembcorp Industries is a KEY Temasek-Owned Singapore Blue-Chip Stocks with Solid Long-Term Prospects
https://sg.finance.yahoo.com/news/4-temasek-owned-singapore-blue-093000018.html
Sembcorp Industries as a leader in energy and urban development in Asia, is driving energy transformation responsibly in Singapore
https://www.theedgesingapore.com/SG60/nation-builders/powering-sustainable-solutions-across-asia
The restructuring of Sembcorp Industries illustrates Temasek' s value-enhancement strategy in action.
1. Strategic demerger Focus on high-growth sectors
In 2020, Temasek supported the demerger of Sembcorp Industries from its heavily indebted offshore and marine (O& M) arm, Sembcorp Marine. The demerger allowed Sembcorp Industries to focus on its core energy and urban solutions businesses. This pivot included a major strategic plan to accelerate its transition from " brown" (fossil fuel) energy to " green" (renewable) energy.
2. Financial and shareholder benefits
~ Improved financial performance: By separating from its struggling O& M unit, Sembcorp Industries removed the financial drag and debt that was weighing on its performance. The company has since achieved strong financial results, including a S$1 billion net profit in 2024 and significant growth in renewables capacity.
~ Strong returns for shareholders: The strategic shift has been highly lucrative for shareholders. Temasek reported in April 2024 that Sembcorp' s focused strategy created a total shareholder return of 69.6% (on an annualized basis) since the demerger was announced.
~ Increased market capitalization: Since the 2020 demerger, Sembcorp' s market value has more than doubled, reaching S$10.7 billion by September 2025.
3. Leadership in sustainability
The restructuring enabled Sembcorp to establish itself as a leading renewables player in Asia. The company' s new strategic plan for 2023&ndash 2028 targets significant increases in renewables capacity and sets aggressive decarbonization goals, positioning it for long-term growth in the global energy transition.
Temasek restructuring to enhance the value of home-grown companies like Sembcorp Industries
https://www.straitstimes.com/business/companies-markets/temasek-is-restructuring-setting-up-three-bodies-to-manage-portfolio-segments
Temasek revamp makes sense given the varied capabilities needed to manage growing portfolio
https://www.businesstimes.com.sg/opinion-features/temasek-revamp-makes-sense-given-varied-capabilities-needed-manage-growing-portfolio
Seatrium: Tapping an ocean of opportunity in energy
https://www.temasek.com.sg/en/news-and-resources/stories/future/our-singapore-dna/seatrium-tapping-an-ocean-of-opportunity-in-energy
Just jipped bit of SCI :)
aragosta ( Date: 26-Sep-2025 20:52) Posted:
|