Latest Forum Topics /
Sembcorp Ind
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beng1102
Elite |
01-Nov-2020 12:58
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Excluding SIA.  2 years later they all would regret not buying.   
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St.Maximus
Supreme |
01-Nov-2020 12:32
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SIA, Singtel, SPH, Keppel shareholders may not totally agree with you though.
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beng1102
Elite |
01-Nov-2020 12:20
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For this kind of GLC companies, this is not the time to think short term and trading for little profit.  This is time to invest in it massively and wait out for the BIG profit which could be years later.
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St.Maximus
Supreme |
31-Oct-2020 14:44
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The current price reflects the expected profitability changes (if any) already. Any re-valuing will be due to unexpected new developments, and not on any old news which has been priced in already. Anyone else, feel free to agree or disagree...
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naoshingo
Elite |
31-Oct-2020 13:44
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Fair value will change when profitability changes and new development.... we will still have to wait and hear about their Q3 biz updates and subsequent FY2020 updates in Jan/Feb 2021  ![]()
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Checkerman
Master |
31-Oct-2020 12:15
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Fair value should be $1.7-1.8 by end of the year. | ||||
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john_ric
Supreme |
31-Oct-2020 10:07
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does not matter diff sector and diff valuation model, oue shows that company buy back may not lift its share price. | ||||
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St.Maximus
Supreme |
31-Oct-2020 09:49
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I think this company has seen its heydays already. In the past, it had a monopoly of the utilities market in Singapore. Now no longer. In the past, its smaller porfolio of utilities subsidiaries abroad did reasonably well and better as compared to now. In the past, its return on equity and debt levels were at superior levels as compared to now. I would consider this company as passé . There are better technology/utilities companies out there on SGX and even beyond our shares. Those who are interested can deploy their capital there instead, or else wait for this to appreciate, if ever, to the heights that it once traded at ($3, $4, $5. and beyond). |
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vju2827
Member |
31-Oct-2020 08:46
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SCI, we are now talking about from loss to big jump in profit after demerger, investor confident come back, it will be back to 4,5 or even 8 dollors within couples of years.
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vju2827
Member |
31-Oct-2020 08:43
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oue is different sector, different valuation model.
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OngBak
Veteran |
30-Oct-2020 23:19
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No offence.
Take a look at OUE, company whole month share buying back.
Share price mah....
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naoshingo
Elite |
30-Oct-2020 21:18
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The GDS MOU, FaceBook data center and Google DC....haven' t even realized yet....how can price peak now???!!!!    ![]() Short term peak maybe yes.....mid/long term peak NO.....
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vju2827
Member |
30-Oct-2020 20:37
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ya lor, no upside what for company buy back own share at 1.57 and above.
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tangsookiam1947
Master |
30-Oct-2020 19:44
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company should be looking far beyond $2 when they bought back shares at $1.60.... Probably from $2.50 onwards.......
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paueng
Member |
30-Oct-2020 19:27
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Sembcorp industries started share buyback after demerger on 11/9. Yesterday the company bought back 159100 shares @1.57 and today bought back even more shares with 800,000 shares @1.6023 according company announcement to stock exchange. so more upside on SCI is expected if not why the comapany keep buying back its own shares in 2 days. let see whether the company will contiune to buy back in coming days. Market is very bad and many counters drop to new low but sembcorp holding up very well. Should buy when price is weaken otherwise it will just climp to new high after demerger.$2 should be no problem in coming weeks. On the other hand those who keep buying sembmarine as price hit all time low will be keep losing money.never buy a company share when it keep going to new low. you will bankrupt in no time. |
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weekaykee
Master |
30-Oct-2020 17:01
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Temporary peak. Taking a pause.
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john_ric
Supreme |
30-Oct-2020 16:59
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you run  already.                i follow you at 1.62. | ||||
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danger
Supreme |
30-Oct-2020 14:09
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bros price should had peaked already i unloaded 1.63 ... all the best to the rest .. enjoy the ride to $2 |
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ckmpd1
Supreme |
30-Oct-2020 11:55
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Shifu8888
Supreme |
30-Oct-2020 11:19
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Yeap. At the price now.
For those who bought at 1.3s, it is 2%. Better than bank rate and with more upside. Special dividend if Indian unit happens. Just keep and don watch.
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