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SembCorp Industries

Why Sembcorp Matters for Investors in the United States and English-Speaking Markets Worldwide For you in the United States, Sembcorp provides a unique proxy to Asia's energy transition, a region accounting for over half of global renewable capacity additions. With U.S. portfolios increasingly seeking international diversification, this stock offers exposure to high-growth markets like India and Australia without currency or geopolitical risks tied to China. English-speaking markets such as the UK and Australia host key assets, aligning with familiar regulatory environments. U.S. investors benefit from Sembcorp's ADR availability and inclusion in global ESG indices, facilitating easy access via major brokers. The company's stable dividends, often exceeding 4%, appeal to income-focused strategies amid volatile U.S. tech-heavy benchmarks. You can pair it with domestic utilities for a balanced clean energy tilt, capturing Asia's upside while hedging with Singapore's AAA-rated stability. Across English-speaking markets worldwide, from Canada to Australia, rising corporate demand for renewable PPAs mirrors Sembcorp's commercial pipeline. This relevance grows as multinationals source green power globally, making the stock a strategic holding for diversified portfolios. Watching Sembcorp helps you gauge the pace of Asia's decarbonization, a key input for broader energy investment decisions.

 

how much more, and to what price level?

Checkerman      ( Date: 20-Apr-2026 09:22) Posted: red zone. more downside to come

 

red zone. more downside to come

 

Small decline to 49.5M short position. No matter how high the electricity price is persistently over coming months in SCI's favour, completion of Alinta Energy acquisition will have a great impact on SCI's bottomline, IPO listing of India assets on SCI's cash flow and profitability. SCI's FY2025 PER of 12.69 should be aligned well with STI's average PER of 15.98 as of yesterday. So it is cheap and still appealing to foreign investors as long as 60%-70% dividend policy take effect from FY2026 onward with SCI's forecasted FY2026 PER of 10. Next week may see more funds flowing into SCI stock. Within next 2 months will likely see $8-$9.

Wisedom      ( Date: 10-Apr-2026 19:15) Posted: Edge down slightly to 51.6M short position. SCI still remain 2nd heaviest short position at about 3% of total issued shares in all SG stocks. Recently, DACH investment inflow into only two stocks such as Yangzijiang and SCI has still been strong since mid March 2026 in hunting for high dividend yield. 5 big factors driving up SCI are 1) high retail gas and electricity retail price, up to 20% across Australia, India, Singapore. This high retail price will more likely be persistent 2) Pending Completion of Alinta Energy acquisition by 1H 2026 with 10.4 GW largely renewables in the development pipeline, 3) IPO listing of all India assets by 3Q 2026, 4) Completion of 600MW Hydrogen power plant by the end of 2026 which increase gas-fired power capacity by 50%, and 5) 60%-70% dividend policy from FY2026 onward. SCI's cash inflow will be very strong from recurring utility revenue, capital recycle of assets, especially India assets through IPO listing and Alinta Energy's strong growth prospect for coming years and beyond. SCI current market price is still cheap at dividend yield of 3.8% for Fy2025 and expected 6.5%-7.5% yield for FY2026. Wisedom      ( Date: 04-Apr-2026 23:25) Posted: Big drop down to 52.5M short positions. As of end March 2026, foreign institutional investors hold a significantly larger portion of Sembcorp Industries than local institutional investors. Retail investors down significantly so it is easily predicted that SCI stock is likely hard to fall. Many retail investors already sold for quick and high gain. The dividend ex-date will be 5 May 2026. Most likely, the foreign investors flow more $ into SCI stock to receive dividend of 16 cents per share and then keep for a long term to earn higher dividend yield with SCI's 60% - 70% dividend policy from FY2026 onward for which SCI and Alinta Energy is expected to post at least S$2 billion operating cash inflow in order to reduce heavy debt fast.

 

🙏

 

A " near" evenng star candlestick pattern has formed with a bearish candlestick today.
If share price continues falling next week, next support is at ~ 6.77

 

going below 7. 
did I miss it ? Please come back 

 

got news meh .... ???
i think it will come back. not even close to 8.06 
 

 

not easy to reach 7.50
sell on news yesterday at 7.18

Tob231      ( Date: 16-Apr-2026 14:13) Posted: Indeed, a fantatsic news .... $8.06 if can reach $7.5 i am very happy 😃

 

When it does reach 7.50, aim for $10.

Tob231      ( Date: 16-Apr-2026 14:13) Posted: Indeed, a fantatsic news .... $8.06 if can reach $7.5 i am very happy 😃

 

Pretty good, I had watched this chinese drama as well. 

beetlejuice      ( Date: 16-Apr-2026 09:20) Posted: This one lagi awesome, 气 势 磅 礴 . https://youtu.be/EkOWgwV3iwY?si=gkrydh9DqEs-jlfv JurongW      ( Date: 15-Apr-2026 23:26) Posted: FEEL THE ENERGY, FEEL THE POSTITIVE VIBES THIS SONG BRINGS YOU -  DEDICATED TO SEMBCORP ENG SUB 動 畫 【 仙 逆 】 王 林 問 鼎 插 曲 《 何 惜 一 戰 》 完 整 版 - 張 申 騁 「 燃 」 ｜ Renegade Immortal OST (EP 121 ED)

 

Indeed, a fantatsic news .... $8.06
if can reach $7.5 i am very happy 😃

 

With the Middle East conflict prolonging, countries have been scrambling to find alternative sources of energy. One alternative fuel is coal. Despite being polluting, coal is relatively cheap and reliable, suitable for supporting nations as they seek to mitigate the energy crisis.

Against this backdrop, UOB Kay Hian (UOBKH) analyst Adrian Loh is reinforcing his confidence in Sembcorp Industries. In his report dated Apr 15, Loh is maintaining his &ldquo buy&rdquo call at a higher target price of $8.06 from $7.10.

The analyst&rsquo s optimism is fuelled by the imminent completion of Sembcorp&rsquo s acquisition of Alinta Energy, an Australian electricity generator and gas retailer. To recap, Sembcorp announced that it had entered into an agreement to purchase Alinta for an enterprise value of A$6.5 ($5.6) billion in December 2025.

Loh expects the Alinta deal to be completed by the end of 1H2026. He points out that the acquisition is earnings accretive immediately, with pro-forma earnings per share for the 12 months to end 1HFY2025 rising by 14% to $0.65 and return on equity rising to 22.5% from 19.7%. Incorporating Alinta&rsquo s 3.4GW of installed and contracted generating assets into Sembcorp&rsquo s earnings, Loh estimates Sembcorp&rsquo s earnings to rise by 16-25% for FY2026 to FY2028.

The way Loh sees it, the expansion into the Australian market rebalances Sembcorp&rsquo s geographic risk profile as Singapore and the UK combined represented just 28% of attributable capacity with OECD markets increasing to 37% of capacity and 64% of underlying net profit post-acquisition. He believes Australia&rsquo s stable regulatory environment, strong rule of law, and transparent energy market structures enhances the resilience and sustainability of the company&rsquo s portfolio.

Loh is also upbeat about Alinta&rsquo s performance. He points out the company leads its peers with 2024 ebitda margin at 19% while being structurally long in generation capacity with volumes sold exceeding generation output by 5.5 TWh in 2025. For him, Alinta is well-positioned to Australia&rsquo s energy transition due to its 10.4GW development pipeline, skewed towards battery energy storage solutions (BESS) and wind.

In the near-term, this development pipeline will add 33% of capacity or 2.2 GW of gas, wind and BESS to Sembcorp&rsquo s development pipeline of 6.6 GW. Longer-term, Alinta will contribute 8 GW to Sembcorp&rsquo s pipeline of 69 GW, taking total development options to 78 GW globally. Given Australia' s energy transition and Alinta' s existing assets which include transmission and grid proximity, Loh believes the renewable optionality is strategically significant by lowering execution risk.

From his perspective, Alinta&rsquo s coal-fired Loy Yang B powerplant has transformed from a liability into an asset in light of the energy crisis. With the Strait of Hormuz being &ldquo blocked&rdquo limiting exports of oil and gas, coal has become the primary bridge fuel substituting oil and LNG imports across Asia.

Thus, as one of the lowest-cost coal generators with its short-run marginal cost of power generation at just A$22/MWh, Loy Yang B offers reliable, price-competitive baseload generation and is now seen as a dispatchable baseload asset, presumably a critical component of Sembcorp&rsquo s portfolio.

Valuing Sembcorp at 11.8 times of P/E or one standard deviation above the company&rsquo s three-year average of 8.9 times, UOBKH calculates the counter to be worth $8.06 based on forecasted FY2027 earnings per share

 

This one lagi awesome, 气 势 磅 礴 . https://youtu.be/EkOWgwV3iwY?si=gkrydh9DqEs-jlfv

JurongW      ( Date: 15-Apr-2026 23:26) Posted: FEEL THE ENERGY, FEEL THE POSTITIVE VIBES THIS SONG BRINGS YOU -  DEDICATED TO SEMBCORP ENG SUB 動 畫 【 仙 逆 】 王 林 問 鼎 插 曲 《 何 惜 一 戰 》 完 整 版 - 張 申 騁 「 燃 」 ｜ Renegade Immortal OST (EP 121 ED)

 

FEEL THE ENERGY, FEEL THE POSTITIVE VIBES THIS SONG BRINGS YOU -  DEDICATED TO SEMBCORP

ENG SUB 動 畫 【 仙 逆 】 王 林 問 鼎 插 曲 《 何 惜 一 戰 》 完 整 版 - 張 申 騁 「 燃 」 ｜ Renegade Immortal OST (EP 121 ED)
 

 

Fly, Baby, fly - Sembcorp wings are soaring high
$10 could be the new runway!

 

European institutional investors have maintained a consistent presence in Sembcorp Industries (SGX:U96), accounting for approximately 12% to 13% of the company's shareholding base. Analysts noted increasing appeal for DACH investors who view Sembcorp Industries as a defensive and growth stock with high dividend yield in the coming years and as a buffer against European energy shocks. They have shifted to this stock from low dividend yield European stocks. Wealthy funds (from wealthy families) have flown into this stock for this week.

 

We have nothing, nothing, nothing......if we dont have you, Sembcorp

(300) Whitney Houston - I Have Nothing (Official HD Video) - YouTube
 

 

On days like this.....We will always love you, Sembcorp

Whitney Houston - I Will Always Love You (Official 4K Video)

 

Now it' s 709/710. Perhaps 710 or 711 should be the max today. 
More than 400K shares queuing to sell at 710.

JurongW      ( Date: 15-Apr-2026 15:47) Posted: Now it' s 706/707 -  Strong momentum after 705 got taken out. Institutional investors are definitely picking up where they left off last week.