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seem still weak ?
JurongW ( Date: 10-Aug-2025 19:31) Posted:
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Do u have the source? from which article?
Louistan ( Date: 10-Aug-2025 16:55) Posted:
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Heard JP Morgan increased TP for SCI to $8.50
dontbetray ( Date: 10-Aug-2025 14:33) Posted:
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Sembcorp Industries (SCI)
💬 CGS View:
-
&ldquo Add&rdquo rating, target price S$8.02 (13x FY26 P/E) -
Positive on renewables growth, M& A, and Senoko synergy -
Cut EPS forecasts due to weak 1H25, but remains bullish long term
🤔 Do I agree?
Mostly yes, with caveats:
✅ What&rsquo s fair:
-
SCI is genuinely one of Southeast Asia&rsquo s strongest renewable growth stories, with a credible path to 25GW of capacity by 2028. -
The long-term net-zero roadmap and regional positioning (India, Vietnam, China, etc.) are strategic strengths. -
13x forward P/E is reasonable, given earnings volatility and transition risk.
⚠ ️ Risks not fully priced in:
-
The downward revision of earnings shows execution risk. Continued volatility in gas and renewables pricing can weigh on margins. -
M& A and recycling can unlock value &mdash or destroy it, depending on capital discipline. -
The valuation implies optimism that execution in all segments (including new markets) goes smoothly.
Conclusion: Reasonable call. But investors should watch execution, geopolitical/regulatory risks, and FX exposures.
Here&rsquo s a concise summary of the CGS International report on Sembcorp Industries (SCI), dated 8 August 2025:
🔹 Rating & Target
-
Rating: Add (Buy) -
Revised Target Price: S$8.02 (was higher previously) -
Upside Potential: ~19% from current price of S$6.72
🔹 Key Drivers
-
Growth from renewables, M& A, and Senoko Energy synergy -
Interim dividend increased to S$0.09 (from S$0.06) -
13x CY2026 P/E valuation, in line with regional peers
🔹 Earnings Outlook
-
1H 2025 earnings missed due to:-
No one-off gas gains -
Costlier renewable imports -
Lower contract renewals
-
-
Core EPS forecasts cut by 6&ndash 12% for 2025&ndash 2027
🔹 ESG & Strategy
-
Renewable capacity target: 25 GW by 2028 -
On track to:-
Halve emissions intensity by 2028 -
Halve absolute emissions by 2030 -
Reach net-zero by 2050
-
-
ESG ratings: MSCI AA, LSEG B‑
Sembcorp's underwent a major maintenance shutdown for its gas-fired power plant last year. This maintenance was completed in the first half of 2024. The maintenance impacted the company's first half earnings.
With the said power plant fully operational now & the additional stake in Senoko Energy, H1 net profit, which will be reported next week should rocket. Do note that gas is the largest profit contributor for Sembcorp.
Just check reality. July 2025 is a very hot and sizzling month for STI! Likely 30% jump in core earning of SCi this year, pushing fast to low PE of about 10.5 given the current price. Looking forward to seeing next week's results out. Good luck!
Wisedom ( Date: 27-Jun-2025 22:07) Posted:
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Here&rsquo s a focused summary of the article &ldquo Singapore eyes breakthrough in landmark regional clean-power deal by October&rdquo (July 27, 2025), specifically highlighting Sembcorp&rsquo s benefits:
☀ ️ Sembcorp&rsquo s Benefits from Singapore&rsquo s Regional Clean Power Deal (as of July 2025)
📌 Context:
-
Singapore is aiming to finalize a landmark multilateral clean-energy import deal by October 2025, expanding cross-border electricity trade in ASEAN. -
This supports Singapore&rsquo s goal of importing 6 GW of low-carbon electricity by 2035. -
The Energy Market Authority (EMA) is coordinating with partners in Vietnam, Indonesia, Malaysia, and Thailand.
🔹 How Sembcorp Benefits: Key Takeaways from the Article
✅ 1. Largest Import Project (1.2 GW)
-
Sembcorp Utilities holds the biggest conditional approval granted by EMA to import 1.2 GW of renewable electricity from offshore wind in Vietnam. -
This project is central to Singapore&rsquo s expansion of low-carbon imports.
✅ 2. First-Mover Advantage
-
Sembcorp is among the first firms licensed to develop large-scale clean power imports, giving it regulatory leverage and early access to infrastructure and grid connections.
✅ 3. Long-Term Revenue
-
The 1.2 GW project will generate stable revenue through power purchase agreements (PPAs) with Singapore&rsquo s energy buyers, starting around 2033.
✅ 4. Regional Expansion
-
The Vietnam project strengthens Sembcorp&rsquo s footprint in ASEAN&rsquo s renewable energy sector, positioning it as a key developer and integrator in Southeast Asia.
✅ 5. Sustainability & Investment
-
Enhances Sembcorp&rsquo s ESG credentials and qualifies it for green financing, carbon credit generation, and participation in Singapore&rsquo s future carbon markets.
📊 Summary Table
| Area | Sembcorp&rsquo s Benefit |
|---|---|
| Project Involvement | 1.2 GW offshore wind import from Vietnam |
| Timeline | Expected commercial operations ~2033 |
| Strategic Advantage | First-mover, grid access, strong EMA backing |
| Revenue Model | Long-term electricity resale via PPAs |
| ASEAN Presence | Stronger role in regional clean energy |
| ESG & Financial Upside | Better ESG scores, access to green capital |
🏁 Bottom Line
From Singapore&rsquo s upcoming regional clean power deal, Sembcorp emerges as one of the top corporate beneficiaries, leveraging its early lead in Vietnam wind power to secure revenue, reputation, and regional growth.
My View on Your Analysis of Sembcorp Industries
Overall, your analysis is well thought-out, technically sound, and professionally written. You' re correctly applying classic technical tools like Bollinger Bands, MACD, and support/resistance, and you' re not overreaching into prediction &mdash which is good. Here' s my direct take:
✅ What I Agree With
-
Short-Term Bullishness is Justified-
An 11.3% move with an upward-sloping Bollinger Band and a MACD crossover is a strong combo for short-term upside. -
If price is hugging the upper Bollinger Band with increasing volume, that' s textbook bullish continuation.
-
-
Your Support/Resistance Levels Are Realistic-
S$8.09 as short-term resistance is well-placed &mdash especially if it aligns with the upper band. -
S$7.55 as support (recent trend low) is also logical and gives a good tactical stop-loss level.
-
-
Medium-Term Sideways View is Sensible-
After a strong move like this, stocks often consolidate. You' re not overhyping a breakout &mdash and that' s disciplined.
-
-
Long-Term Bullish Structure is Convincing-
As long as the trend since 2010 remains intact, dips are buyable from a strategic view.
-
⚠ ️ Minor Gaps / What I&rsquo d Add If I Were You
-
Volume Confirmation is Key-
I&rsquo d want to know: Did volume spike on this 11.3% move? If not, it could be a false breakout or driven by low liquidity. -
If volume is above 20-day average on up days, that' s very bullish.
-
-
Overbought Risk / RSI Check-
Did you look at the RSI? If RSI > 70 and price is near resistance, it might pause soon. That doesn&rsquo t kill the trend, but it could delay the upside. -
If RSI is still under 70, there' s more room to run.
-
-
Earnings / News Flow Context?-
Is this move purely technical, or was it sparked by a fundamental catalyst like earnings or news? Technicals are powerful, but knowing the &ldquo why&rdquo behind the move can help confidence.
-
🧠 Final Opinion: Would I Buy Here?
If I were a short-term swing trader:
-
✅ I&rsquo d consider a tactical long above S$7.80, with a target at S$8.09 and a tight stop at S$7.55. -
🤔 I&rsquo d be cautious buying near S$8.09, since that&rsquo s resistance, unless volume blows past it or there' s fresh catalyst.
If I were a medium-to-long-term investor:
-
✅ I&rsquo d be happy holding or adding on dips toward S$7.35&ndash 7.55, especially if it stays above S$7.10 long-term support. -
🟡 But I&rsquo d wait if it&rsquo s already near S$8.09, to avoid chasing.
Sembcorp Industries: Bullish Technical Outlook Signals Short-Term Upside Potential
Introduction: Positive Technical Momentum for Sembcorp Industries
Sembcorp Industries has emerged as a standout performer, displaying robust technical momentum that has caught the attention of investors and market watchers. This comprehensive analysis delves into the recent price action, technical indicators, and support-resistance dynamics to provide a clear, actionable perspective for those tracking Sembcorp Industries.
Short-Term Bullish Signal Backed by Technical Indicators
Sembcorp Industries has experienced a remarkable surge of approximately 11.3% since the previous technical commentary on 1 July 2025. This uptick has been driven by strong positive momentum, aligning with earlier forecasts that projected further gains for the stock.
- Bollinger Bands: Both the upper and lower Bollinger Bands are currently trending upwards. This dynamic is a classic indication of a bullish trend, suggesting that Sembcorp Industries is poised for additional upside in the near term.
- MACD (Moving Average Convergence Divergence): The MACD chart provides further validation of bullish sentiment. A significant bullish crossover occurred earlier this month, when the MACD line crossed above the signal line, reinforcing expectations for upward price movement.
Key Short-Term Resistance and Support Levels
Investors should closely monitor the following critical technical levels:
| Trend Horizon | Resistance | Support |
|---|---|---|
| Short-Term | S\$8.09 | S\$7.55 |
| Medium-Term | S\$8.30 | S\$7.35 |
| Long-Term | S\$8.80 | S\$7.10 |
- Short-Term Resistance: Upside for Sembcorp Industries may be capped at the S\$8.09 level, coinciding with the current position of the upper Bollinger Band.
- Short-Term Support: Should momentum turn negative, the S\$7.55 mark&mdash corresponding to the trend low observed on 15 July 2025&mdash could act as a near-term floor and limit further downside.
Medium-Term Outlook: Sideways Consolidation Expected
While the short-term trend is clearly bullish, the medium-term technical outlook for Sembcorp Industries suggests a period of sideways movement. This is supported by weekly chart analysis, which highlights the following levels:
- Resistance: S\$8.30
- Support: S\$7.35
This range-bound scenario indicates that, while the stock may face some consolidation, major breakdowns or breakouts are unlikely without a decisive move beyond these technical thresholds.
Long-Term Perspective: Underlying Bullishness Remains Intact
The long-term technical picture for Sembcorp Industries remains robustly bullish. Monthly chart analysis since 2010 highlights a continuing upward trend for the stock, with the following key levels:
- Resistance: S\$8.80
- Support: S\$7.10
This long-term uptrend provides reassurance for investors with a multi-year horizon, suggesting that any short-term volatility is likely to be within the context of a larger upward movement.
Summary Table: Technical Outlook for Sembcorp Industries
| Timeframe | Trend | Resistance | Support |
|---|---|---|---|
| Short-Term | Bullish | S\$8.09 | S\$7.55 |
| Medium-Term | Sideways | S\$8.30 | S\$7.35 |
| Long-Term | Bullish | S\$8.80 | S\$7.10 |
Conclusion: Technical Buy Recommendation Backed by Solid Indicators
Sembcorp Industries is currently exhibiting strong technical signals that support a bullish short-term outlook, with the potential for further gains up to the S\$8.09 resistance level. The positive momentum seen in both the Bollinger Bands and MACD provides a compelling case for a tactical buy. Medium-term investors should anticipate sideways movement, while long-term holders can take comfort in the underlying bullish structure.
Investors are encouraged to monitor key support and resistance levels closely and to consider their individual investment objectives and risk tolerances when making trading decisions.
Important Disclaimers
This analysis is intended for general informational purposes only and does not account for individual investment goals or circumstances. Investors should conduct their own research and consult with a financial adviser before making any investment decisions. The information provided reflects the views and analysis of Lim & Tan Securities as of the date of the report and is subject to change without notice.
This will be big catalyst
nothing else matter
Singapore and the International Atomic Energy Agency (IAEA) have launched their third joint third-country training program to strengthen regional nuclear related capacity building, including environmental radiation monitoring and analysis. This reflects their commitment to deepening cooperation. The program is extended through 2030, with plans over the next five years to develop training in human health, industrial radiology, environmental monitoring, and accelerator science.
nothing else matter
Singapore and the International Atomic Energy Agency (IAEA) have launched their third joint third-country training program to strengthen regional nuclear related capacity building, including environmental radiation monitoring and analysis. This reflects their commitment to deepening cooperation. The program is extended through 2030, with plans over the next five years to develop training in human health, industrial radiology, environmental monitoring, and accelerator science.
result coming next month.
the current movemnt could be sold on news since fund house has expectation
the current movemnt could be sold on news since fund house has expectation
Bind stop disliking me like children
Go, DRILL BABY DRILL, Go!
Precision, power, steal the show!
Drill it deep, drill it fast,
Sembcorp&rsquo s BABY DRILL will last!&rdquo
Precision, power, steal the show!
Drill it deep, drill it fast,
Sembcorp&rsquo s BABY DRILL will last!&rdquo
🇺 🇸 Big Beautiful Bill Highlights (July 2025)
&bull ✅ Signed into law by Trump on July 4, 2025
&bull 🛢 ️ Boosts U.S. oil & gas production by:
&bull Removing environmental restrictions
&bull Fast-tracking LNG terminals & pipelines
&bull Cutting taxes/fees on fossil fuel companies
&bull ⚡ Rolls back clean energy subsidies (solar/wind)
⸻
🌍 Global LNG Price Impact
&bull 📈 U.S. LNG exports to increase late 2025&ndash 2026
&bull 📉 Asian LNG spot prices (JKM) expected to fall
&bull 🧊 More supply = downward pressure on global gas prices, especially in Asia
⸻
🏭 Sembcorp Impact
Gas Power Business:
&bull ✅ Lower LNG import costs &rarr better profit margins
&bull ✅ Strong boost for operations in India (merchant power) and Singapore
Renewables:
&bull ⚖ ️ Slight headwind from global subsidy cuts, but long-term growth remains intact
Financials:
&bull 📈 Group net profit (2026) may rise from ~S$1.2B to S$1.4&ndash 1.5B
&bull 💹 ROE improves stronger cash flow from thermal plants
⸻
📈 Stock Valuation Outlook
&bull 🔼 2026 Target Price: Revised from S$5.80&ndash 6.20 to S$6.50&ndash 7.50
&bull 🔄 Re-rating likely as earnings exceed expectations
⸻
✅ Investor Strategy
&bull 💼 Accumulate on dips in 2025 before LNG savings kick in
&bull 📊 Watch Q3 & Q4 earnings for cost-benefit signals
&bull 🔍 Track JKM (Asia LNG) and Sembcorp&rsquo s margin disclosures
📊 Sembcorp Tracker Dashboard (Updated Monthly or on News)
&bull 🔹 JKM LNG Price Trends (Asia LNG import benchmark)
&bull 🔹 Henry Hub U.S. Nat Gas Price (to track BBB impact flow-through)
&bull 🔹 Sembcorp&rsquo s Power Generation Margins (India + Singapore, if available)
&bull 🔹 Latest Quarterly Earnings Highlights
&bull 🔹 BBB Policy Milestones & Infrastructure Projects
⸻
🏢 Peer Comparison
&bull Sembcorp vs:
&bull Keppel Infrastructure Trust
&bull YTL Power (Malaysia)
&bull Adani Energy (India exposure)
&bull China Gas Holdings (China LNG import)
Metrics:
&bull ROE, EBITDA margin, LNG exposure, growth vs yield, market cap
⸻
🔔 Watchlist Signals
You&rsquo ll get alerts or updates when:
&bull ✅ JKM LNG falls or spikes significantly
&bull ✅ BBB-related infrastructure projects are announced
&bull ✅ Sembcorp issues earnings beats or profit guidance changes
&bull ✅ Analysts revise price targets meaningfully
Didn' t I tell u ?
dontbetray ( Date: 23-Jun-2025 21:17) Posted:
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STI surpasses 4,000 point to close at record high as investors seek safe haven
Trading volumes were robust as well, with 1.3 billion securities worth $1.5 billion transacted.
SINGAPORE &ndash Overseas investors seeking a safe haven amid global uncertainty helped propel local shares to a record close on July 2, smashing through the elusive 4,000-point level in the process. While other markets &ndash including Wall Street &ndash were mixed, the Straits Times Index (STI) was sure-footed as it beat a steady path north, eventually closing at 4,010.77, up 0.53 per cent or 21.01 points.
Trading volumes were robust, with 1.3 billion securities worth $1.5 billion transacted. Gainers outnumbered losers 302 to 186.
Developer UOL led the rise on the STI, logging a 7 per cent increase to a 52-week high of $6.70, after a court approved the $810 million collective sale of Thomson View to UOL, CapitaLand Development and Singapore Land.
Singapore Land also rose, up 3.6 per cent to $2.33.
Del Monte Pacific tanked 4.7 per cent to a 52-week low of 6.1 cents when the food manufacturer lifted a trading halt after announcing it had transferred its 25 per cent equity in its US unit, Del Monte Foods Holding, to its lenders following its decision not to provide it with funding. Del Monte Foods, meanwhile, has filed for bankruptcy protection in the United States.
Australian shares were the regional standout with expectations of another interest rate cut pushing the ASX 200 up 0.7 per cent and just ahead of the record high it set three weeks ago.
Other bourses were mixed. Malaysian shares and the Hang Seng in Hong Kong added around 0.6 per cent but the Nikkei in Tokyo slipped 0.56 per cent while Seoul&rsquo s Kospi fell 0.47 per cent.
Those results mirrored a lacklustre session on Wall Street overnight, as traders were diverted by the fractious but ultimately successful battle to get US President Donald Trump&rsquo s tax-and-spending Bill through the Senate.
The S& P 500 fell 0.1 per cent and the Nasdaq slipped 0.8 per cent but the Dow industrials rose 0.9 per cent
$7.20 touched just now. You got good luck
Wisedom ( Date: 27-Jun-2025 22:07) Posted:
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Another update today. Phillip capital upgrade Sembcorp Industries to Buy from accumulate with target price of $8.10 from $7.10, citing a significant earning jump driven by data centre, electric vehicle and semiconductor industry along with increase to 50% stake in Senoko.
Wisedom ( Date: 30-Jun-2025 13:36) Posted:
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