Sembcorp Ind    Last:6.13   -

Sembcorp Drill Baby Drill

 

look like today also share buy back . u see the buying strength

PiRPiR      ( Date: 14-Mar-2025 15:09) Posted: 02:58 AM EDT, 03/14/2025 (MT Newswires) -- Sembcorp Industries (SGX:U96) repurchased 484,000 shares in the open market on Thursday for SG$2.9 million, according to a same-day filing on the Singapore Stock Exchange. The company has been mandated to buy back up to 35.7 million shares. To date, it has bought back 8.0 million shares.

 

02:58 AM EDT, 03/14/2025 (MT Newswires) -- Sembcorp Industries (SGX:U96) repurchased 484,000 shares in the open market on Thursday for SG$2.9 million, according to a same-day filing on the Singapore Stock Exchange.

The company has been mandated to buy back up to 35.7 million shares. To date, it has bought back 8.0 million shares.

 

actually u bot on a high side. this counter can easily drop 10 or moew

Wisedom      ( Date: 14-Mar-2025 12:12) Posted: This will not affect Sembcorp's energy costs or its ability to meet gas supply requirements in Singapore" and will not have any material impact on earnings per share for 2025, it said in a statement. Sembcorp would instead utilize its own natural gas sources, including liquefied natural gas, to fulfill its needs. ---------------- I believe Sembcorp don't have any shortage of gas supply to Singapore until after 2026. After meeting my target of $6++, I bought shares at 5.81 and hold tightly for medium term, pls wish me good luck!-------------------

 

https://www.businesstimes.com.sg/international/asean/singapores-sembcorp-sp-group-caught-vietnams-clean-energy-u-turn

Singapore?s Sembcorp, SP Group caught in Vietnam?s clean energy U-turn
Tariff and compliance disputes over 173 renewable projects worth US$13 billion are spooking investors from Singapore, the Philippines and the EU

 

This will not affect Sembcorp's energy costs or its ability to meet gas supply requirements in Singapore" and will not have any material impact on earnings per share for 2025, it said in a statement. Sembcorp would instead utilize its own natural gas sources, including liquefied natural gas, to fulfill its needs. ---------------- I believe Sembcorp don't have any shortage of gas supply to Singapore until after 2026. After meeting my target of $6++, I bought shares at 5.81 and hold tightly for medium term, pls wish me good luck!-------------------

 

The so called Pak want under table money 

they use economic issue as excuse so withhold the application 

wtf

sembcorp foot the expenses cost and attract business for Indo , what more they want ?

this rubbish Minister of Energy and Mineral Resources, Bahlil Lahadalia, stated that the government would withhold green electricity export permits to Singapore until Indonesia&rsquo s economic and energy security concerns were addressed. ( no money no talk ...... again)

ysh2006      ( Date: 14-Mar-2025 11:03) Posted: Indonesia don't approve the gas sale to Singapore ? Reason cheap sale like JB water ?

 

Indonesia don't approve the gas sale to Singapore ? Reason cheap sale like JB water ?

 

this indo govenment, no undertable money no talk, sigh...

 

 

selling signal

 

Sembcorp Industries is a significant player in Singapore' s natural gas sector, serving as one of the largest importers and providing comprehensive services across the gas value chain.  The recent rise in U.S. natural gas futures could impact Sembcorp in several ways:

 

1. 
   
   Operational Costs: As a major importer, Sembcorp' s procurement costs may increase with global natural gas prices, potentially affecting operational expenses.
2. 
   
   Contractual Benefits: Long-term contracts, such as the agreement with TotalEnergies to import up to 0.8 million tons of LNG annually over 16 years starting from 2027, could provide cost stability amidst market fluctuations. 
   totalenergies.com
   
   
    
3. 
   
   Revenue Implications: If higher natural gas prices lead to increased electricity tariffs, Sembcorp' s revenues from power generation could rise, depending on market regulations and demand elasticity.
4. 
   
   Renewable Energy Transition: Elevated natural gas prices might accelerate the shift to renewable energy sources. Sembcorp' s strategic plan aims to achieve 25GW of gross installed renewables capacity by 2028, aligning with this transition. 
   sembcorp.com
   
   
    

In its FY2024 financial results, Sembcorp reported a 7% increase in net profit to S$1.01 billion, with higher earnings in its integrated urban solutions segment offsetting lower income from gas and related services.  The company also announced a 77% increase in its full-year dividend to 23.0 cents per share, reflecting a strong earnings outlook driven by its diversified growth engines. 

 

Overall, while rising natural gas prices present challenges, Sembcorp' s diversified portfolio and strategic initiatives position it to navigate these dynamics effectively.

 

 

this expansion is  positive for Sembcorp Industries' (SGX: U96) stock  in the long term, but short-term price movements will depend on market sentiment. Key reasons why it could be good for the stock:

1. 
   
   Stronger Vietnam Presence: Vietnam is a fast-growing economy with increasing  foreign direct investment (FDI), especially in  electronics and automotive manufacturing. This project strengthens Sembcorp&rsquo s foothold in a high-demand region.
2. 
   
   Steady Revenue Growth: The logistics park will provide  recurring rental income, boosting Sembcorp&rsquo s  industrial and logistics business  alongside its existing  18 VSIPs.
3. 
   
   Strategic Location & Competitive Edge: Direct access to  China&rsquo s supply chain, ports, and tax incentivesmakes it attractive for businesses, ensuring strong tenant demand.
4. 
   
   Sustainability Focus: Achieving  LEED Silver certification  aligns with the growing preference for  green and energy-efficient  industrial spaces, potentially attracting high-quality tenants.
5. 
   
   Co-Development Reduces Risk: Working with  Hankyu Hanshin Properties & CRE Asia  spreads the investment risk while maintaining growth potential.

However, factors like  global economic conditions, interest rates, and market sentiment  will also influence Sembcorp&rsquo s share price in the short term

leroy55      ( Date: 08-Mar-2025 22:05) Posted: Sembcorp Development is a wholly owned subsidiary of Singapore-listed Sembcorp Industries (Sembcorp). This milestone marks the company&rsquo s continued expansion in Haiphong, its fifth modern ready-built factory and warehouse facility in the city. Sembcorp is also the co-developer of 18 Vietnam Singapore Industrial Parks (VSIP), including VSIP Haiphong. In 2024, Haiphong ranked second nationwide for attracting foreign direct investment (FDI). It is an established high-tech manufacturing destination serving the electronic components and automotive industries. Sembcorp Logistics Park Dinh Vu is demand-driven, catering to the needs of large enterprises that are making significant investments in the area. It is located in Dinh Vu Industrial Park, also known as Deep C Haiphong, providing direct access to China&rsquo s supply chain, as well as Dinh Vu Port and Lach Huyen Deep Sea Port. As part of the wider Dinh Vu-Cat Hai Economic Zone, the park also benefits from government tax incentives, making it an attractive option for enterprises The first phase comprising 10,200 square metres gross floor area will be completed in the second quarter of 2025, with the remaining 80,000sq.m to be completed in 2026. It will be developed to meet modern specifications of manufacturers and ecommerce players, including higher floor loading and clear height Export processing enterprises can access the facility' s bonded warehouses to reduce production costs, streamline customs procedures, optimise inventory management, and enable faster fulfilment, thereby strengthening their competitiveness in both local and international markets. Reflecting Sembcorp&rsquo s commitment to sustainable development, the facility is designed to achieve LEED (Leadership in Energy and Environmental Design) Silver certification, integrating eco-friendly features that enhanced energy efficiency, minimised environmental impacts, and a healthy workplace. James Ng, director of Sembcorp Infra Services Dinh Vu, said, &ldquo By operating in a Sembcorp facility, our tenants can leverage our nationwide network of over 1,000 manufacturers and suppliers, all through our VSIPs and Sembcorp Logistics Parks. This strategic advantage enables our tenants to capitalise on our established presence in the country and reach a broader customer base of reputable, high-quality enterprises.&rdquo Sembcorp Logistics Park Dinh Vu is being co-developed with Hankyu Hanshin Properties and CRE Asia. Sembcorp&rsquo s ready-built facilities are also in Bac Ninh, Hai Duong, Quang Ngai, Nghe An and Binh Duong provinces.

 

Sembcorp Development is a wholly owned subsidiary of Singapore-listed Sembcorp Industries (Sembcorp).

This milestone marks the company&rsquo s continued expansion in Haiphong, its fifth modern ready-built factory and warehouse facility in the city. Sembcorp is also the co-developer of 18 Vietnam Singapore Industrial Parks (VSIP), including VSIP Haiphong. In 2024, Haiphong ranked second nationwide for attracting foreign direct investment (FDI). It is an established high-tech manufacturing destination serving the electronic components and automotive industries.
Sembcorp Logistics Park Dinh Vu is demand-driven, catering to the needs of large enterprises that are making significant investments in the area. It is located in Dinh Vu Industrial Park, also known as Deep C Haiphong, providing direct access to China&rsquo s supply chain, as well as Dinh Vu Port and Lach Huyen Deep Sea Port. As part of the wider Dinh Vu-Cat Hai Economic Zone, the park also benefits from government tax incentives, making it an attractive option for enterprises
The first phase comprising 10,200 square metres gross floor area will be completed in the second quarter of 2025, with the remaining 80,000sq.m to be completed in 2026. It will be developed to meet modern specifications of manufacturers and ecommerce players, including higher floor loading and clear height
Export processing enterprises can access the facility' s bonded warehouses to reduce production costs, streamline customs procedures, optimise inventory management, and enable faster fulfilment, thereby strengthening their competitiveness in both local and international markets.
Reflecting Sembcorp&rsquo s commitment to sustainable development, the facility is designed to achieve LEED (Leadership in Energy and Environmental Design) Silver certification, integrating eco-friendly features that enhanced energy efficiency, minimised environmental impacts, and a healthy workplace.

James Ng, director of Sembcorp Infra Services Dinh Vu, said, &ldquo By operating in a Sembcorp facility, our tenants can leverage our nationwide network of over 1,000 manufacturers and suppliers, all through our VSIPs and Sembcorp Logistics Parks. This strategic advantage enables our tenants to capitalise on our established presence in the country and reach a broader customer base of reputable, high-quality enterprises.&rdquo

Sembcorp Logistics Park Dinh Vu is being co-developed with Hankyu Hanshin Properties and CRE Asia. Sembcorp&rsquo s ready-built facilities are also in Bac Ninh, Hai Duong, Quang Ngai, Nghe An and Binh Duong provinces.

 

Phillip Securities Downgrades Sembcorp Industries to Accumulate from Buy, Price Target is SG$7.10

 

COME ON BABBYYYYY .SHOW US WHAT U GOT!!!!

 

u aint energy trained. u wont understand la.
 

Impact on Sembcorp Industries:

1. Energy Generation and Supply:

• Oil Price Volatility: Sembcorp, as a major player in energy generation, particularly in markets like power generation, renewables, and oil & gas, would be impacted by the fluctuations in crude oil and natural gas prices.
  • Price Decline (Bearish Trend): If oil prices continue to fall or remain under pressure due to the OPEC+ production hike, this could reduce Sembcorp&rsquo s operational costs for oil-based power generation in the short term. However, a prolonged drop could also affect their upstream oil & gas exploration and production operations, possibly reducing profitability in that segment.
  • Natural Gas Impact: Natural gas prices holding above $3.99 and potentially rising past $4.23 would likely increase Sembcorp' s costs for power generation, particularly if they are reliant on natural gas for electricity generation. However, the company' s investments in renewable energy and more diversified power generation could cushion the effects of higher gas prices.

2. Renewables Investment:

• Long-Term Shift Toward Renewables: Sembcorp has been shifting towards clean energy solutions, including solar and wind, to reduce its reliance on fossil fuels. This strategy would insulate them from the volatility of oil and gas prices to some extent. If oil prices remain low, this could dampen the transition to renewables for some competitors, giving Sembcorp a competitive edge in the long run as demand for cleaner energy solutions continues to grow.
• Geopolitical and Tariff Risks: The U.S. tariffs on Chinese, Mexican, and Canadian goods could create disruptions in the supply chain for components used in renewable energy projects (like solar panels, wind turbines, or energy storage systems). If Sembcorp sources any materials from these regions, they may face increased costs or delays in their renewable energy projects.

3. Global Economic Slowdown:

• Energy Demand: The economic slowdown caused by tariffs could lead to weaker demand for energy globally. This would especially affect industrial users of energy, which might slow down the growth of Sembcorp' s power generation or energy trading business. A reduction in economic activity, especially in sectors that are energy-intensive, could reduce electricity consumption, which may hurt Sembcorp' s revenue in certain markets.
• Infrastructure Projects: Sembcorp also focuses on urban development, water, and infrastructure. If global economic activity slows due to trade tariffs and geopolitical tensions, there may be less demand for large-scale infrastructure projects, potentially affecting Sembcorp' s urban development business.

4. Currency and Trade Risks:

• Impact of Tariffs on Trade: Sembcorp operates across many global markets, so the new U.S. tariffs could affect their business with North America, especially if they import or export goods to the U.S. and are affected by the increased duties. Similarly, trade disruptions could lead to more challenging market conditions in certain regions.

Conclusion:

For Sembcorp Industries, the main challenges come from the combination of volatile energy prices and geopolitical risks (e.g., tariffs and trade slowdowns). While the company may benefit from lower oil prices in the short term (especially in oil-based power generation), the increase in natural gas prices and potential economic slowdown driven by tariffs could present obstacles.

The strategic shift toward renewable energy offers some insulation against short-term oil and gas price fluctuations, but Sembcorp will need to closely monitor global economic conditions, especially in terms of supply chain disruptions and energy demand, as these factors can influence their overall performance in both energy generation and infrastructure development.

Sembcorp&rsquo s ability to adapt to these conditions&mdash particularly in its renewables expansion&mdash could position it for long-term growth, even if short-term volatility in energy prices and global trade continue to pose risks.

Louistan      ( Date: 05-Mar-2025 14:21) Posted: All these info is irrelevant for SCI which has established long term contracts for supply of Natural Gas.  dontbetray      ( Date: 05-Mar-2025 14:07) Posted: Natural Gas and Oil Forecast: Will OPEC+ Output Hike Trigger a Price Collapse? By: Arslan Ali Updated: Mar 04, 2025, 12:55 GMT+00:00 Key Points: OPEC+ confirms a 138,000 bpd output hike in April, raising concerns of oversupply and adding pressure to global oil prices. New U.S. tariffs on Canadian, Mexican, and Chinese imports could slow economic activity and weaken energy demand. Natural gas holds above $3.99, with buyers stepping in&mdash breakout above $4.23 could signal bullish momentum. Natural Gas +1.08% WTI Oil -0.30% Brent Oil -0.42%   Market Overview Oil prices extended losses as OPEC+ confirmed a planned output hike of 138,000 barrels per day in April&mdash the group&rsquo s first increase since 2022&mdash raising concerns of oversupply. Additional pressure came from new U.S. tariffs, with a 25% levy on Canadian and Mexican imports and an increase on Chinese goods to 20%. Analysts warn these measures could slow economic activity and dampen fuel demand. Meanwhile, geopolitical tensions continue to influence market sentiment, particularly regarding potential shifts in Russian energy flows. Advertisement Experts trade the markets with IC Markets Trading Derivatives carries a high level of risk to your capital and you should only trade with money you can afford to lose. Trading Derivatives may not be suitable for all investors, so please ensure that you fully understand the risks involved, and seek independent advice if necessary. A Product Disclosure Statement (PDS) can be obtained either from this website or on request from our offices and should be considered before entering into a transaction with us. Raw Spread accounts offer spread   Despite speculation over sanctions relief, Goldman Sachs suggests Russia&rsquo s supply remains more constrained by OPEC+ targets than external restrictions. Natural Gas Price Forecast   Natural Gas (NG) Price Chart At $4.10, the price of  Natural Gas (NG)  is hovering just above its pivot point of $3.99, signaling a critical inflection zone. The 50-day EMA at $3.95 provides a near-term floor, while the 200-day EMA at $3.62 underscores a broader uptrend. A sustained hold above $3.99 keeps the bullish structure intact, with immediate resistance at $4.23 and a more significant hurdle at $4.44. However, a break below $3.99 could shift momentum, triggering a move toward $3.75 or even $3.55. The current consolidation suggests buyers are stepping in, but a definitive push past $4.23 would confirm strength. WTI Oil Price Forecast   WTI Price Chart U.S. crude (USOIL) is treading water at $68.01, sitting just below its pivot point of $68.37. The technical setup leans bearish in the short term, with the 50-day EMA at $69.88 acting as overhead resistance and the 200-day EMA at $71.53 reinforcing a broader downtrend. A failure to reclaim $68.37 could push prices lower, with immediate support at $66.59 and deeper downside risk toward $65.26. On the flip side, a decisive break above $68.37 could shift momentum, setting the stage for a move toward $70.32. Traders should watch for volume confirmation&mdash if buyers step in above resistance, it could signal renewed upside, but continued weakness below $68.37 may keep oil under pressure. Advertisement   Brent Oil Price Forecast   Brent Price Chart Brent crude (UKOIL) is trading at $71.06, dipping just below its pivot point of $71.89 and signaling potential weakness. The 50-day EMA at $73.34 and the 200-day EMA at $75.03 suggest a bearish bias in the broader trend. If prices fail to reclaim $71.89, sellers may push the market lower, with immediate support at $69.88 and further downside risk toward $68.66. However, a break above $71.89 could shift sentiment, targeting resistance at $73.67 and potentially $74.89. The price action remains in a tight range, with traders looking for confirmation.  A sustained move above resistance could trigger buying interest, while continued weakness below $71.89 may keep Brent under pressure in the near term

 

All these info is irrelevant for SCI which has established long term contracts for supply of Natural Gas. 

dontbetray      ( Date: 05-Mar-2025 14:07) Posted: Natural Gas and Oil Forecast: Will OPEC+ Output Hike Trigger a Price Collapse? By: Arslan Ali Updated: Mar 04, 2025, 12:55 GMT+00:00 Key Points: OPEC+ confirms a 138,000 bpd output hike in April, raising concerns of oversupply and adding pressure to global oil prices. New U.S. tariffs on Canadian, Mexican, and Chinese imports could slow economic activity and weaken energy demand. Natural gas holds above $3.99, with buyers stepping in&mdash breakout above $4.23 could signal bullish momentum. Natural Gas +1.08% WTI Oil -0.30% Brent Oil -0.42%   Market Overview Oil prices extended losses as OPEC+ confirmed a planned output hike of 138,000 barrels per day in April&mdash the group&rsquo s first increase since 2022&mdash raising concerns of oversupply. Additional pressure came from new U.S. tariffs, with a 25% levy on Canadian and Mexican imports and an increase on Chinese goods to 20%. Analysts warn these measures could slow economic activity and dampen fuel demand. Meanwhile, geopolitical tensions continue to influence market sentiment, particularly regarding potential shifts in Russian energy flows. Advertisement Experts trade the markets with IC Markets Trading Derivatives carries a high level of risk to your capital and you should only trade with money you can afford to lose. Trading Derivatives may not be suitable for all investors, so please ensure that you fully understand the risks involved, and seek independent advice if necessary. A Product Disclosure Statement (PDS) can be obtained either from this website or on request from our offices and should be considered before entering into a transaction with us. Raw Spread accounts offer spread   Despite speculation over sanctions relief, Goldman Sachs suggests Russia&rsquo s supply remains more constrained by OPEC+ targets than external restrictions. Natural Gas Price Forecast   Natural Gas (NG) Price Chart At $4.10, the price of  Natural Gas (NG)  is hovering just above its pivot point of $3.99, signaling a critical inflection zone. The 50-day EMA at $3.95 provides a near-term floor, while the 200-day EMA at $3.62 underscores a broader uptrend. A sustained hold above $3.99 keeps the bullish structure intact, with immediate resistance at $4.23 and a more significant hurdle at $4.44. However, a break below $3.99 could shift momentum, triggering a move toward $3.75 or even $3.55. The current consolidation suggests buyers are stepping in, but a definitive push past $4.23 would confirm strength. WTI Oil Price Forecast   WTI Price Chart U.S. crude (USOIL) is treading water at $68.01, sitting just below its pivot point of $68.37. The technical setup leans bearish in the short term, with the 50-day EMA at $69.88 acting as overhead resistance and the 200-day EMA at $71.53 reinforcing a broader downtrend. A failure to reclaim $68.37 could push prices lower, with immediate support at $66.59 and deeper downside risk toward $65.26. On the flip side, a decisive break above $68.37 could shift momentum, setting the stage for a move toward $70.32. Traders should watch for volume confirmation&mdash if buyers step in above resistance, it could signal renewed upside, but continued weakness below $68.37 may keep oil under pressure. Advertisement   Brent Oil Price Forecast   Brent Price Chart Brent crude (UKOIL) is trading at $71.06, dipping just below its pivot point of $71.89 and signaling potential weakness. The 50-day EMA at $73.34 and the 200-day EMA at $75.03 suggest a bearish bias in the broader trend. If prices fail to reclaim $71.89, sellers may push the market lower, with immediate support at $69.88 and further downside risk toward $68.66. However, a break above $71.89 could shift sentiment, targeting resistance at $73.67 and potentially $74.89. The price action remains in a tight range, with traders looking for confirmation.  A sustained move above resistance could trigger buying interest, while continued weakness below $71.89 may keep Brent under pressure in the near term

 

Natural Gas (NG) Price Chart

At $4.10, the price of  Natural Gas (NG)  is hovering just above its pivot point of $3.99, signaling a critical inflection zone. The 50-day EMA at $3.95 provides a near-term floor, while the 200-day EMA at $3.62 underscores a broader uptrend. A sustained hold above $3.99 keeps the bullish structure intact, with immediate resistance at $4.23 and a more significant hurdle at $4.44.

However, a break below $3.99 could shift momentum, triggering a move toward $3.75 or even $3.55. The current consolidation suggests buyers are stepping in, but a definitive push past $4.23 would confirm strength.

WTI Oil Price Forecast

WTI Price Chart

U.S. crude (USOIL) is treading water at $68.01, sitting just below its pivot point of $68.37. The technical setup leans bearish in the short term, with the 50-day EMA at $69.88 acting as overhead resistance and the 200-day EMA at $71.53 reinforcing a broader downtrend.

A failure to reclaim $68.37 could push prices lower, with immediate support at $66.59 and deeper downside risk toward $65.26. On the flip side, a decisive break above $68.37 could shift momentum, setting the stage for a move toward $70.32.

Traders should watch for volume confirmation&mdash if buyers step in above resistance, it could signal renewed upside, but continued weakness below $68.37 may keep oil under pressure. Brent Price Chart

Brent crude (UKOIL) is trading at $71.06, dipping just below its pivot point of $71.89 and signaling potential weakness. The 50-day EMA at $73.34 and the 200-day EMA at $75.03 suggest a bearish bias in the broader trend. If prices fail to reclaim $71.89, sellers may push the market lower, with immediate support at $69.88 and further downside risk toward $68.66.

However, a break above $71.89 could shift sentiment, targeting resistance at $73.67 and potentially $74.89. The price action remains in a tight range, with traders looking for confirmation.  A sustained move above resistance could trigger buying interest, while continued weakness below $71.89 may keep Brent under pressure in the near term