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Sembcorp Ind
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2020 - POTENTIAL TO EXPORT MORE ORH KIM THIS YEAR
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JurongW
Elite |
23-Mar-2026 01:07
Yells: "Earnings give weight, Chart give wings" |
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Wisedom
Senior |
22-Mar-2026 23:51
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SCI's relative insulation from global gas price volatility: SCI's gas-fired power generation in Singapore is highly contracted, with 98% to 99% of its generation capacity supported by offtake contracts (Power Purchase Agreements - PPAs). Next is 75-80% of contracted sales, thus providing stable margin. Leaving 20%-25% through 50% stake in Senoko Energy to high electricity price market. Highest 12% increase in this price for Senoko Energy.
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stockpicker
Master |
22-Mar-2026 21:58
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Just to clarify. The 5 year contracts are electricity supply contracts to Singapore consumers in the open electricity market. Meaning the electricity rates are locked in for the next 5 years and SembCorp will have to absorb the energy cost. Some consumers have signed 10 year contract for example GSK https://sg.finance.yahoo.com/news/sembcorp-secures-long-term-power-014727090.html |
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ysh2006
Supreme |
22-Mar-2026 19:50
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If Iran really retaliate those power energy infrastructure in ME, got 5 yrs contracts also no use...Clients use FM to escape contracts break. | ||||
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stockpicker
Master |
22-Mar-2026 18:52
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Please be aware of this information. It might work against those who think SembCorp would benefit from the present energy crisis
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ysh2006
Supreme |
22-Mar-2026 17:15
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48 hours for Iran to surrender..? | ||||
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ysh2006
Supreme |
22-Mar-2026 17:11
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President said 48 hours get Iran open the straits else bomb Iran power electricity , water and desalnation plants ,all this are SCI main business in ME and Sigapore will it affect business over there and Singapore.? | ||||
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JurongW
Elite |
21-Mar-2026 16:12
Yells: "Earnings give weight, Chart give wings" |
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Analysts project further upside, with short-term trends signaling potential rises toward S$8.68-S$9.48 in three months
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Wisedom
Senior |
21-Mar-2026 15:47
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Sembcorp Industries Ltd stock gained 0.98% on March 19, 2026, closing at S$6.16 on the SGX in SGD, leading gainers amid a declining Straits Times Index. Earlier, on March 18, shares surged over 4% following a broker upgrade that spotlighted the company's relative insulation from global gas price volatility. This defensive outlook stems from long-term power contracts with fixed margins and cost pass-through mechanisms. The stock's resilience contrasts with broader market pressures from geopolitical tensions affecting energy supplies. Volume on March 19 reached typical levels around 3 million shares, with the price holding in a 52-week range of S$4.94 to S$7.93 on SGX. Analysts project further upside, with short-term trends signaling potential rises toward S$8.68-S$9.48 in three months | ||||
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Wisedom
Senior |
21-Mar-2026 01:38
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Strait of Hormuz Vulnerability: China receives nearly half of its oil and one-third of its liquefied natural gas (LNG) from the Middle East. The 2026 Iran conflict and potential closure of the Strait of Hormuz directly threaten this supply. In response to the 2026 Iran conflict, Chinese authorities ordered refineries to halt fuel exports to preserve domestic supply. (I heard that SCI's China segment will probably see significant lower curtailment rate in wake of energy and gas supply shortage just like what happened to India. Good luck to investors) | ||||
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Wisedom
Senior |
20-Mar-2026 22:59
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SG segment is more than 70% of total SCI revenue. SG electricity price up 11% through 50% stake senoko energy will continue significantly to the SG revenue. This price increase will persist as long as Iran is planning a long term war in Middle East. SCI's no 2 heaviest short positions are still a great concern. Shortist better short other SG stocks heavily impacted by prolonged war except for energy and oil stocks.
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stockpicker
Master |
20-Mar-2026 21:55
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The retail suppliers increased their electricity prices ranging from 1.2 % to 11.3%. Senoko and Pacific light increased the highest. Geneco and Keppel increased by 4%. https://www.channelnewsasia.com/singapore/electricity-retail-price-plans-increase-contracts-middle-east-war-tariff-adjustment-6004191#:~:text=20%20Mar%202026%2003:11PM,on%20the%20plan%20and%20retailer. |
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JurongW
Elite |
20-Mar-2026 20:42
Yells: "Earnings give weight, Chart give wings" |
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I heard that SG electricity price will be up as much as 11%. Great for SCI No wonder Sembcorp closinf price of $6.15 is so much higher than last week closing price of $5.77  
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Wisedom
Senior |
20-Mar-2026 20:32
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Surged to 66.7M short positions. I heard that SG electricity price will be up as much as 11%. Great for SCI
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JurongW
Elite |
20-Mar-2026 14:21
Yells: "Earnings give weight, Chart give wings" |
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Checkerman
Master |
20-Mar-2026 09:06
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can sell on news | ||||
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JurongW
Elite |
19-Mar-2026 15:24
Yells: "Earnings give weight, Chart give wings" |
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Most STI counters are down today, but Sembcorp is up by 7 cents. Not bad liao.
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wait4opp
Master |
19-Mar-2026 14:59
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Why no one move up the price?
Up up up ! Dyodd |
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JurongW
Elite |
19-Mar-2026 14:04
Yells: "Earnings give weight, Chart give wings" |
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wait4opp
Master |
19-Mar-2026 13:54
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Only will know the truth after the tight issues, just buy sure win! huat lar !
Dyodd |
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