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bystander1965 Supreme	03-Feb-2022 17:38        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	SEMBCORP SECURES LONG-TERM CONTRACT FOR POWER SUPPLY TO BANGLADESH FROM ITS INDIA OPERATIONS Singapore, February 3, 2022 &ndash Sembcorp Industries (Sembcorp) announced that its wholly-owned subsidiary, Sembcorp Energy India Limited (SEIL), has signed a power purchase agreement with PTC India Limited to supply 200MW of power to Bangladesh till May 2033. The power supply, which is expected to commence in the first half of 2022, will be from SEIL' s 2.6GW supercritical power generation facility in Nellore, India. With this agreement, 85% of SEIL&rsquo s thermal plant capacity will be underpinned by long-term and mid-term contracts. This agreement is not expected to have a material impact on the earnings per share and net asset value per share of Sembcorp Industries for the financial year ending December 31, 2022.
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ruanlai Elite	03-Feb-2022 17:32        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Sembcorp Industries      |  PDF Stacking up against renewable peers SCI SP  /  SCIL.SI  |  ADD - Maintained  |  SGD2.28  tp:SGD2.96 Mkt.Cap:US$3,013.00m  | Avg.Daily Vol:US$4.40m  | Free Float:50.00% Conglomerate Author(s):  LIM Siew Khee  (65) 62108664,  Izabella TAN   ■       Our competitive analysis of SCI&rsquo s gearing shows that its balance sheet position is in line with peers with similar renewable portfolio and aspirations. ■       On average, SCI&rsquo s net debt/EBITDA of 5.5x in FY21F is close to Thai (6.1x) and China (5.9x) companies but higher than US/European listed peers (4x).   ■       We believe the discount gap between SCI and peers may narrow if SCI starts to deliver a consistent earnings track record and improve its interest cover. ■       Based on SCI&rsquo s new segment reporting, we adjust our valuation methodology from P/E to SOP, raising our TP to S$2.96. Reiterate Add.   SCI&rsquo s net gearing is acceptable in the industry We attempt to address some investor concerns about SCI&rsquo s high net gearing position by performing a competitive analysis comparing SCI&rsquo s efforts in expanding into renewable assets vs. peers with similar geographical and portfolio mix (combination of conventional energy and renewable energy as well as those that SCI aspires to become). The headline net gearing of the sector is generally high at 1.3-1.4x (based on last reported year and consensus forecast).  On average, SCI&rsquo s net debt/EBITDA of 5.5x in FY21F is close to Thai (6.1x) and China (5.9x) companies, but higher than peers listed in the US and Europe (4x) that have more mature track records and higher portions of renewable energy portfolio.      Profitability of renewable segment to grow 26% yoy in FY23F We think consistent delivery of earnings (with no significant impairment) could put SCI&rsquo s earnings profile ahead of peers as we forecast its 3-year EPS CAGR of 47% (regional peers: 17%). The earnings profile will better reflect its renewable efforts in FY23F as this segment should achieve 26% yoy net profit growth, mainly from the full-year contribution of recent renewable acquisitions &ndash CGN Capital Partners and SDIC New Energy in China.   Reaching c.66% of 10GW renewable target SCI is on track to meet its renewable assets target of gross capacity of 10GW by FY25F. In FY21, SCI added c.2.9GW of wind assets and c.0.9GW of solar assets into its portfolio, bringing total gross renewable capacity to c.6.6GW upon completion. On a net basis, we estimate SCI will have 4,972MW attributable renewable energy (or c.53% of its portfolio) by FY23F. Moving forward, we think China still presents the greatest opportunity for growth for SCI due to its sizeable market and favourable government policies encouraging investments in renewable projects.   Retain Add TP raised to S$2.96 on SOP valuations We up our FY22-23F EPS by 36-54% for renewable energy acquisitions in China as well as long-term power contract secured in India and coal contract in India. FY21F EPS is cut by c.23% on higher corporate costs and lower urban development profits in 2H21. Our TP implies c.11x FY23F P/E, still below blended trading band of Asian renewable and conventional energy peers of 14x. Re-rating catalysts: decarbonisation of conventional energy assets and consistent earnings. We expect SCI to achieve a S$252m net profit in 2H21F (results expected on 23 Feb 2022). Downside risks: significant impairments, unfavourable regulatory changes.
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ckmpd1 Supreme	03-Feb-2022 15:09        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I too expect SCI price to increase because it is well diversified and its businesses are booming weekaykee      ( Date: 03-Feb-2022 14:40) Posted: Not expecting any major increase in dividend. Its profits supposed to have been impacted due to mainteanance related shutdowns. Price increasing and will incease much more, slowly and steadily, in view of its improving mid to long term fundamentals. pkli899      ( Date: 03-Feb-2022 13:07) Posted: Ya, do not put too high a hope. But hor, surely going to be be above last year 4c. Maybe 8 to 10c.....hehe
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weekaykee Master	03-Feb-2022 14:40        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not expecting any major increase in dividend. Its profits supposed to have been impacted due to mainteanance related shutdowns. Price increasing and will incease much more, slowly and steadily, in view of its improving mid to long term fundamentals. pkli899      ( Date: 03-Feb-2022 13:07) Posted: Ya, do not put too high a hope. But hor, surely going to be be above last year 4c. Maybe 8 to 10c.....hehe. naoshingo      ( Date: 03-Feb-2022 09:51) Posted: Wow....2.36. Beyond my expectation... Wah...give divd based on good old days....I don' t want to expect so much....haha,. Higher the expectation...higher the dissapointment...Lol..
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ckmpd1 Supreme	03-Feb-2022 14:11        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Kep Corp and Sem Corp are well diversified and are forward looking.  When world economies pick up, KC and SCI will soar.  All we need is buy, hold and be patient FATABA      ( Date: 03-Feb-2022 13:35) Posted: Kep or SEMB corp could be the big winner for Indonesia clean energy projects . SCI alrdy hv a show piece in Singapore LOL  Jakarta AS INDONESIA races to meet its net zero emissions target by 2060, solar power and demand for clean energy from Singapore will be key factors in the country' s move to lessen its dependence on fossils and coal. Energy transition has now entered into the lexicon of both the energy sector as well as the wider public as climate change awareness continues to grow. To meet its commitments made during COP26 in Glasgow last year, Indonesia is now aggressively moving towards renewables, including solar power.
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FATABA Supreme	03-Feb-2022 13:35        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Kep or SEMB corp could be the big winner for Indonesia clean energy projects . SCI alrdy hv a show piece in Singapore LOL  Jakarta AS INDONESIA races to meet its net zero emissions target by 2060, solar power and demand for clean energy from Singapore will be key factors in the country' s move to lessen its dependence on fossils and coal. Energy transition has now entered into the lexicon of both the energy sector as well as the wider public as climate change awareness continues to grow. To meet its commitments made during COP26 in Glasgow last year, Indonesia is now aggressively moving towards renewables, including solar power.
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pkli899 Supreme	03-Feb-2022 13:07        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya, do not put too high a hope. But hor, surely going to be be above last year 4c. Maybe 8 to 10c.....hehe. naoshingo      ( Date: 03-Feb-2022 09:51) Posted: Wow....2.36. Beyond my expectation... Wah...give divd based on good old days....I don' t want to expect so much....haha,. Higher the expectation...higher the dissapointment...Lol... FATABA      ( Date: 03-Feb-2022 09:44) Posted: Slow and steady ....roaring into the tiger year . Awaiting its result on 23rd Feb ....will dividend return to its good old days ?  Dyod
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ckmpd1 Supreme	03-Feb-2022 10:25        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The rise of SCI will likely continue till release of financial results on 23 Feb FATABA      ( Date: 03-Feb-2022 09:44) Posted: Slow and steady ....roaring into the tiger year . Awaiting its result on 23rd Feb ....will dividend return to its good old days ?  Dyodd ckmpd1      ( Date: 03-Feb-2022 09:35) Posted: $2.35, up 3%
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naoshingo Elite	03-Feb-2022 09:51        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow....2.36. Beyond my expectation... Wah...give divd based on good old days....I don' t want to expect so much....haha,. Higher the expectation...higher the dissapointment...Lol... FATABA      ( Date: 03-Feb-2022 09:44) Posted: Slow and steady ....roaring into the tiger year . Awaiting its result on 23rd Feb ....will dividend return to its good old days ?  Dyodd ckmpd1      ( Date: 03-Feb-2022 09:35) Posted: $2.35, up 3%
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FATABA Supreme	03-Feb-2022 09:44        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Slow and steady ....roaring into the tiger year . Awaiting its result on 23rd Feb ....will dividend return to its good old days ?  Dyodd ckmpd1      ( Date: 03-Feb-2022 09:35) Posted: $2.35, up 3%  ckmpd1      ( Date: 01-Feb-2022 17:41) Posted: SCI may reach $2.40 before 23 Fe
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ckmpd1 Supreme	03-Feb-2022 09:35        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	$2.35, up 3%  ckmpd1      ( Date: 01-Feb-2022 17:41) Posted: SCI may reach $2.40 before 23 Feb Checkerman      ( Date: 31-Jan-2022 18:01) Posted: Fall below 2.
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ckmpd1 Supreme	01-Feb-2022 17:41        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCI may reach $2.40 before 23 Feb Checkerman      ( Date: 31-Jan-2022 18:01) Posted: Fall below 2.3 leroy55      ( Date: 31-Jan-2022 10:16) Posted: iron man where are you !! chiong !!!
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Checkerman Master	31-Jan-2022 18:01        Checkerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fall below 2.3 leroy55      ( Date: 31-Jan-2022 10:16) Posted: iron man where are you !! chiong !!!
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ckmpd1 Supreme	31-Jan-2022 16:08        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	23 Feb 2022 ruanlai      ( Date: 28-Jan-2022 16:53) Posted: Results must be very closed to KC.......will they surprise the market with the dividiends of 30cents .......... That is the reason maybe for the price keep going up every day....... Dyodd
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pkli899 Supreme	31-Jan-2022 12:06        pkli899 About Contact  Quote this Post!
x 0   x 0  Alert Admin	恭 祝 各 位 股 友 ： 新 年 进 步     牛 市 冲 天 家 庭 欢 和     虎 虎 生 威 身 体 健 康     财 源 滚 滚 万 事 如 意     盆 满 钵 满
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leroy55 Veteran	31-Jan-2022 10:16        leroy55 About Contact  Quote this Post!
x 0   x 0  Alert Admin	iron man where are you !! chiong !!!
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jacky80 Senior	28-Jan-2022 21:55        jacky80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.sembcorp.com/en/media/750012/sembcorp-completes-acquisition-of-interest-in-wind-and-solar-assets-in-china.pdf  SDIC New Energy is now an associated company of Sembcorp and is expected to be earnings accretive commencing from financial year ending December 31, 2022.  Cheers
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ruanlai Elite	28-Jan-2022 16:53        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Results must be very closed to KC.......will they surprise the market with the dividiends of 30cents .......... That is the reason maybe for the price keep going up every day....... Dyodd
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ckmpd1 Supreme	28-Jan-2022 15:07        ckmpd1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes.  If single entity, can cut off many redundancies and achieve economies of scale. But I dont think Temasek wants to merge KC and SCI weekaykee      ( Date: 28-Jan-2022 11:16) Posted: A merger between KC and SCI will ne nice, maybe 5 years down the road, once they have streamlined themselves and established in their respective areas. ckmpd1      ( Date: 28-Jan-2022 11:10) Posted: SCI and KC are congomerates and are well diversified and are quite similar. SMM are more like KOM, not in the same class as KC or SCI So SCI and KC are more relatable and comparabl
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y2jchris Veteran	28-Jan-2022 11:31        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe i supposed? Wait after CNY then sell? Since people always buy back shares after CNY.. all the angbao money comeback in   ckmpd1      ( Date: 28-Jan-2022 11:10) Posted: SCI and KC are congomerates and are well diversified and are quite similar. SMM are more like KOM, not in the same class as KC or SCI So SCI and KC are more relatable and comparable y2jchris      ( Date: 28-Jan-2022 10:08) Posted: But how is SCI relatable to KC? isnt SCM more relatable to KC?  Any pro' s here to educate the noob here
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