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SembCorp Industries
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FATABA
Supreme |
22-Sep-2022 14:46
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Wow today SCI jump back w 12c gain and over 8m volume Any news ?? |
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naoshingo
Elite |
17-Sep-2022 09:17
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Always very insightful Bro bystander1965. Many are expecting a listing of the India biz...but now turned to sale of biz, so many got dissapointed.
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ysh2006
Supreme |
17-Sep-2022 03:09
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Look like the more it buyback shares the more it drooped? Why company know thing we don't know ?
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Ling9345
Master |
16-Sep-2022 21:36
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Hope to see below $3 next week,so can buy more | ||||
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TikTalk
Supreme |
16-Sep-2022 17:52
Yells: "Anyone miss me?" |
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3rd day or SBB everyday spend almost 1 million
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Wangderful10
Member |
15-Sep-2022 21:03
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SCI official website has this info as of today (15 Sept 22) : Start date for mandate of daily share buy-back: 21/04/2022 Maximum number of shares authorised for purchase: 35,700,004 Cumulative number of shares purchased to date by way of market acquisition: 475,000 Hmm... looks like SBB has just started. Hopefully this SBB will impact the share price positively! Vested. |
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bystander1965
Supreme |
15-Sep-2022 18:18
Yells: "What I say is just my assessment. DYODD" |
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Wah sci so cash rich?🤣 Or u are using Korean won?😜
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PiRPiR
Master |
15-Sep-2022 18:06
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Today 275,000 shares @$3.2991, total approx, $908.3m
Yesterday 200,000 @$3.2975, approx $660.3m |
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TikTalk
Supreme |
15-Sep-2022 17:38
Yells: "Anyone miss me?" |
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SBB again
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FATABA
Supreme |
15-Sep-2022 16:30
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Are we too over concerned on the UK energy market ? time will tell ..Dyodd Recommendation: ACCUMULATE (Maintained), Last Done: S$3.28 Target price: S$3.68, · The UK&rsquo s new leader, Liz Truss, has capped consumer energy bills at £ 2,500 (S$4,081) for two years to cushion rising energy prices. The price cap imposed, limits the amount energy suppliers can charge for its tariffs. · Impact on SCI expected to be subdued as the price cap will be funded by the UK government. The UK is also not a significant contributor to its overall portfolio of energy assets. · Review of the UK&rsquo s net zero strategy is underway, which could slow move to renewables. Liz Truss has announced dozens of new North Sea licenses in an effort to boost domestic oil and gas production. · We maintain ACCUMULATE with unchanged target price of $3.68. Our earnings and call is unchanged while our target price is maintained at $3.68, still based on 1.2x P/BV, the average of its peers. |
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Newbornborn
Senior |
15-Sep-2022 14:04
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Heng , I run at 3.50 after one and a half year , cost 2.30
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ProRobot
Member |
15-Sep-2022 09:39
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Sembcorp conventional energy make up 80% of both revenue and profit. Next year revenue and profit for conventional energy will plunge 1. Sale of Sembcorp Energy India (30% of SCI conventional energy). Zero future contribution. 2. China lockdown and country recession affecting energy usage. 3. Sembcorp UK Energy Revenue and Profit will be clip for the next 2 years. 4. Gas hedging gain will be wipe out 5. Furthermore need to service higher interest rate and borrowing cost of China acquisition DYODD |
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FATABA
Supreme |
15-Sep-2022 08:50
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Wow SCI doing SBB .....have not done this for a long time . Mgt must have seen value in its share. Further. energy prices are hot ......DYODD Expecting a good 2022 result and special dividend as advised by ceo
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mrwise
Supreme |
14-Sep-2022 23:03
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Trending down further....
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CP745360
Member |
14-Sep-2022 22:08
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Yes,SBB.Follow the hot money. Thanks. |
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TikTalk
Supreme |
14-Sep-2022 18:44
Yells: "Anyone miss me?" |
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HUH share buy back today, the last buy back was Dec 2021
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Joelton
Supreme |
14-Sep-2022 09:15
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Sembcorp likely to be hit by UK&rsquo s energy price cap, analyst says
SEMBCORP Industries : U96 -0.6% is one company in Singapore that could be impacted by UK prime minister Liz Truss&rsquo s energy plan.
Truss last week announced that the United Kingdom will cap average annual household energy bills at £ 2,500 (S$4,081) for 2 years starting from Oct 1, in the wake of rising energy prices.
In response to queries from The Business Times, a Sembcorp spokesperson said this latest development in the UK is &ldquo significant&rdquo amid a number of other challenges including the impact of the ongoing war in Ukraine and recessionary risks.
Sembcorp has a portfolio of 16.6 GW of energy assets, mainly in South-east Asia, China and India. But 1.3 GW is in the UK, consisting of energy generation and battery storage.
&ldquo We are monitoring and assessing the impact closely,&rdquo added the Sembcorp spokesperson.
In Sembcorp&rsquo s H1 financial results, the company&rsquo s list of power generation assets with long-term agreements under the conventional energy segment included a 100 per cent stake in UK&rsquo s Low Carbon Contracts Company of the National Grid Electricity System Operator.
These agreements had various tenures, with the longest lasting up to 2034, and a gross installed capacity and contracted capacity of 684 megawatts (MW) and 553 MW, respectively.
Sembcorp also had other power generation assets under the conventional energy segment in the UK &ndash namely Wilton Energy Assets and flexible generation assets excluding energy storage.
Phillip Securities analyst Terence Chua said the energy price cap could be a double whammy for Sembcorp&rsquo s business.
Chua said the price cap will affect the company&rsquo s conventional energy business in the UK.
Sembcorp&rsquo s contract with the national grid of the UK means it generates electricity through a portfolio of diesel and gas generators. The price cap will limit the amount that a supplier like Sembcorp can charge for its tariffs, he said.
The temporary suspension of green levies could also slow the UK&rsquo s move towards renewable energy, which Chua said could impact the company&rsquo s battery storage business.
Maybank Securities analyst Kelvin Tan, however, was more optimistic. He reckons the new policies will have &ldquo minimal impact&rdquo on Sembcorp.
&ldquo Although energy suppliers will be obliged to charge households at a reduced tariff, the UK government has agreed to guarantee financing that will cover the difference with what they would have charged under the previous system,&rdquo said Tan.
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mrwise
Supreme |
13-Sep-2022 22:35
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Gone case......likely to trend down.....lower n lower..... Maybe should sell before it gone down further... |
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ProRobot
Member |
13-Sep-2022 16:35
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Sembcorp Industry this year full year results will probably has minimal impact. Sembcorp also said its first half performance had been helped by favourable gas hedges in Singapore. But watch out for this:- 1. It warned costs are expected to increase in the remainder of the year - driven by interest rates and higher borrowing costs arising from its acquisitions in China 2. China continuous lockdown and the risk of global recession could negatively impact its operations. 3. Sembcorp likely to be hit by UK energy price cap 4. Sembcorp conventional energy make up about 80% of total revenue and profit. Dyodd |
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FATABA
Supreme |
13-Sep-2022 15:09
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I dont see this as a total reason for SCI to lost it climb. Whatever, any energy producer would NOT be able to sell energy lower then their cost . Further, most of SCI business are still here . AND the clean energy push is getting hotter and faster. In fact, any set back would be an opportunity to add SCI for the long run ....it is definately one of the high potential green energy company in this part of Asia Dyodd
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