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Login20 Master	06-Jul-2023 22:44        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I might be wrong, but it seem the same thing to me.  stockpicker      ( Date: 06-Jul-2023 22:39) Posted: It is not TCP they are reporting but the potential downward revision of Singaopre' s electricity tariff that can affect SembCorp' s earnings in the future. Login20      ( Date: 06-Jul-2023 22:29) Posted: This TCP news is not new, it was reported more than 2 weeks since 20 June 23. What make JP Morgan to report now? Busy
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stockpicker Master	06-Jul-2023 22:39        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is not TCP they are reporting but the potential downward revision of Singaopre' s electricity tariff that can affect SembCorp' s earnings in the future. Login20      ( Date: 06-Jul-2023 22:29) Posted: This TCP news is not new, it was reported more than 2 weeks since 20 June 23. What make JP Morgan to report now? Busy? stockpicker      ( Date: 06-Jul-2023 21:39) Posted: JP Morgan kuku liao.  Made a wrong assumption.    It said that  Signapore' s tarrif has peaked and SembCorp' s earning going forward will be affected by the tariff downward revision.    But SembCorp only has 1,260 MW co-generation plant in Sakra   the rest of 10,000 MW that contributed to SembCorp' s earnings are overseas.    How tomorrow' s trading will go? https://skyjuiceiswater3.blogspot.com/2023/07/sembcorp-industries-singapore-technical.html
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Login20 Master	06-Jul-2023 22:29        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This TCP news is not new, it was reported more than 2 weeks since 20 June 23. What make JP Morgan to report now? Busy? stockpicker      ( Date: 06-Jul-2023 21:39) Posted: JP Morgan kuku liao.  Made a wrong assumption.    It said that  Signapore' s tarrif has peaked and SembCorp' s earning going forward will be affected by the tariff downward revision.    But SembCorp only has 1,260 MW co-generation plant in Sakra   the rest of 10,000 MW that contributed to SembCorp' s earnings are overseas.    How tomorrow' s trading will go? https://skyjuiceiswater3.blogspot.com/2023/07/sembcorp-industries-singapore-technical.html RETIREE_C      ( Date: 06-Jul-2023 17:29) Posted: Traders they know what greed and fear is. They make use of a slight negative news to create fears. Then they will collect more and let go batch by batch when nearer to SCI 1H result date   when prices are favourable to them.  Stock market has thousands of player with thousands of mind, that is why the price chart will never be a straight line.  No body can comment what you want to do with your monies.
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stockpicker Master	06-Jul-2023 21:39        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	JP Morgan kuku liao.  Made a wrong assumption.    It said that  Signapore' s tarrif has peaked and SembCorp' s earning going forward will be affected by the tariff downward revision.    But SembCorp only has 1,260 MW co-generation plant in Sakra   the rest of 10,000 MW that contributed to SembCorp' s earnings are overseas.    How tomorrow' s trading will go? https://skyjuiceiswater3.blogspot.com/2023/07/sembcorp-industries-singapore-technical.html RETIREE_C      ( Date: 06-Jul-2023 17:29) Posted: Traders they know what greed and fear is. They make use of a slight negative news to create fears. Then they will collect more and let go batch by batch when nearer to SCI 1H result date   when prices are favourable to them.  Stock market has thousands of player with thousands of mind, that is why the price chart will never be a straight line.  No body can comment what you want to do with your monies.
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RETIREE_C Member	06-Jul-2023 17:29        RETIREE_C About Contact  Quote this Post!
x 0   x 0  Alert Admin	Traders they know what greed and fear is. They make use of a slight negative news to create fears. Then they will collect more and let go batch by batch when nearer to SCI 1H result date   when prices are favourable to them.  Stock market has thousands of player with thousands of mind, that is why the price chart will never be a straight line.  No body can comment what you want to do with your monies.
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Login20 Master	06-Jul-2023 16:57        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed in some aspect, however, the Ang Mo cannot be writing just for readership, there is always $ & cents involved in some form, with or without agenda. Local analsyst compared SCI with regional peers to attain their target price, because SCI invested more in regional, what did the Ang Mo take from? Is true SCI is at its high, no objection. FATABA      ( Date: 06-Jul-2023 16:34) Posted: It is NOT about making sense ..... 1. This is NOT just angmo house ....IT IS A VERY LARGE and reputable one. WHen they report , it can moves mountain.  2. Local analyst ....sorry but time and again ...how many of them are truly accurate ....or WORST some are writing to take profit ( hope not)  We are not new to this I hope . More so , SCI did have a super RUN up ....from $1+ since the demerger, Certainly some people wld be happy with the profit and leaves. ( nothing wrong) .. Also at current valuation , it is price in already > Yes there are much potential in the future . but that is the future.  Meeting a global market situation where interest rate is going UP again soon .....stock wld be affected.  I just have to say ...need caution to all investment at this moment  Good luck   pursuer76      ( Date: 06-Jul-2023 16:18) Posted: It takes just 1 ang moh broker firm to beat so many local bank analysts? Doesn' t make sense
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stockpicker Master	06-Jul-2023 16:53        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Big or small analysts do not make much different because this report must be written by local staff in JP Morgan.  The devil is in the detail on how they downgrade and if they are a substantial holders.      It is true that SCI has run up quite a lot prompting many to be wary if it could continue going up and if the other Analysts are reflecting the truth.    Anyway,  the closing and tomorrow' s price action will reveal more.    BTW,  anyone has the complete report of JP Morgan? FATABA      ( Date: 06-Jul-2023 16:34) Posted: It is NOT about making sense ..... 1. This is NOT just angmo house ....IT IS A VERY LARGE and reputable one. WHen they report , it can moves mountain.  2. Local analyst ....sorry but time and again ...how many of them are truly accurate ....or WORST some are writing to take profit ( hope not)  We are not new to this I hope . More so , SCI did have a super RUN up ....from $1+ since the demerger, Certainly some people wld be happy with the profit and leaves. ( nothing wrong) .. Also at current valuation , it is price in already > Yes there are much potential in the future . but that is the future.  Meeting a global market situation where interest rate is going UP again soon .....stock wld be affected.  I just have to say ...need caution to all investment at this moment  Good luck   pursuer76      ( Date: 06-Jul-2023 16:18) Posted: It takes just 1 ang moh broker firm to beat so many local bank analysts? Doesn' t make sense
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pasttime Supreme	06-Jul-2023 16:49        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	after so long i have learn in many cases. ang mo house under weight means they want to buy. look at the volume looks like they did try to hoot down. but not very successful. let wait for after close to see the exchange of power
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FATABA Supreme	06-Jul-2023 16:34        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	It is NOT about making sense ..... 1. This is NOT just angmo house ....IT IS A VERY LARGE and reputable one. WHen they report , it can moves mountain.  2. Local analyst ....sorry but time and again ...how many of them are truly accurate ....or WORST some are writing to take profit ( hope not)  We are not new to this I hope . More so , SCI did have a super RUN up ....from $1+ since the demerger, Certainly some people wld be happy with the profit and leaves. ( nothing wrong) .. Also at current valuation , it is price in already > Yes there are much potential in the future . but that is the future.  Meeting a global market situation where interest rate is going UP again soon .....stock wld be affected.  I just have to say ...need caution to all investment at this moment  Good luck   pursuer76      ( Date: 06-Jul-2023 16:18) Posted: It takes just 1 ang moh broker firm to beat so many local bank analysts? Doesn' t make sense. Huataarrhh      ( Date: 06-Jul-2023 10:19) Posted: Sembcorp Falls as JPMorgan Rates New Underweight on Valuation 2023-07-06 01:33:58.129 GMT By Shubhangi Goel (Bloomberg) -- Sembcorp Industries declines as much as 3.2% as JP Morgan initiates coverage with an underweight rating, saying the company is trading at historically peak valuations of ~11 times Ebitda, which is an &ldquo overshoot level for the stock.&rdquo * Tailwinds from the conventional earnings segment, which make up 85% of SCI earnings, are set to reverse as Singapore tariffs peak, JP Morgan analysts including Sumedh Samant write in a note * Potential negative catalysts include lower wholesale tariffs ahead due to milder weather, fuel prices, power price caps: JPM * Estimates &ldquo every 10% decline in realized SG tariffs impacts SCI earnings by 6-7%&rdquo : JPM * Says &ldquo price discovery&rdquo is now complete as the stock trades at peak earnings multiples * Potential inclusion in MSCI Singapore in August will be a positive catalyst * Sets price target at S$4.5 * NOTE: Stock has gained more than 70% this year through June peak
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pursuer76 Veteran	06-Jul-2023 16:18        pursuer76 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It takes just 1 ang moh broker firm to beat so many local bank analysts? Doesn' t make sense. Huataarrhh      ( Date: 06-Jul-2023 10:19) Posted: Sembcorp Falls as JPMorgan Rates New Underweight on Valuation 2023-07-06 01:33:58.129 GMT By Shubhangi Goel (Bloomberg) -- Sembcorp Industries declines as much as 3.2% as JP Morgan initiates coverage with an underweight rating, saying the company is trading at historically peak valuations of ~11 times Ebitda, which is an &ldquo overshoot level for the stock.&rdquo * Tailwinds from the conventional earnings segment, which make up 85% of SCI earnings, are set to reverse as Singapore tariffs peak, JP Morgan analysts including Sumedh Samant write in a note * Potential negative catalysts include lower wholesale tariffs ahead due to milder weather, fuel prices, power price caps: JPM * Estimates &ldquo every 10% decline in realized SG tariffs impacts SCI earnings by 6-7%&rdquo : JPM * Says &ldquo price discovery&rdquo is now complete as the stock trades at peak earnings multiples * Potential inclusion in MSCI Singapore in August will be a positive catalyst * Sets price target at S$4.5 * NOTE: Stock has gained more than 70% this year through June peak
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s100125 Elite	06-Jul-2023 15:00        s100125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another house will likely come out later to say the selling is overdone.
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stockpicker Master	06-Jul-2023 14:39        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	SembCorp,  being partly owned by Temasek is views as a Sg Government entity.  SembCorp has remained domant in Malaysia although they have a logistic company there. SembCorp Marine had a company there but it was deregistered in 2022 for some reasons.  Now with the involvement of Petronas,  hopefully,  thing could be different. We should see SembCorp involve in more renewable energy projects in Malaysia.
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dingbat Veteran	06-Jul-2023 14:35        dingbat About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shorties have to be cognisant of th fact that there is a dragon guarding its treasury. Once it stirs and draws breath, hard to escape without 4th degree burns. Barring unforseen cataclysmic events, should hit $6 this year.  stockpicker      ( Date: 06-Jul-2023 13:57) Posted: They have unlimited bullets?  The volume now is more than 8 million today. The average for the last 100 day is about 5 million.  The worst time was 20 June,  about 24 million.  Don' t forget CIMB and May Bank have just raised the target price to more than S$6/= easywin      ( Date: 06-Jul-2023 13:15) Posted: Short more to gain more?
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stockpicker Master	06-Jul-2023 13:57        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	They have unlimited bullets?  The volume now is more than 8 million today. The average for the last 100 day is about 5 million.  The worst time was 20 June,  about 24 million.  Don' t forget CIMB and May Bank have just raised the target price to more than S$6/= easywin      ( Date: 06-Jul-2023 13:15) Posted: Short more to gain more?  beng1102      ( Date: 06-Jul-2023 12:50) Posted: Ang Moh is likely to sell more in the afternoon
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beetlejuice Master	06-Jul-2023 13:44        beetlejuice About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly. Fully agree. Like. Login20      ( Date: 06-Jul-2023 12:38) Posted: We should rather look more at Company prospect while balancing with Global situation Login20      ( Date: 06-Jul-2023 12:35) Posted: If we are looking at US China relationship, we can stop investing, they will never be better with US attitude and China growing stronger
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easywin Supreme	06-Jul-2023 13:15        easywin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Short more to gain more?  beng1102      ( Date: 06-Jul-2023 12:50) Posted: Ang Moh is likely to sell more in the afternoon. stockpicker      ( Date: 06-Jul-2023 12:41) Posted: This is the risk that investors will have to bear.  Broker houses will always re-value and re-balance their views and stock especially when the price is almost at its top.    Have a feeling that the price adjustment has almost done and likely to settle its price at some resistance for example 5.38 or above.  DOYDD
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Checkerman Master	06-Jul-2023 13:05        Checkerman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ang Mo Kia has nothing to play now beng1102      ( Date: 06-Jul-2023 12:50) Posted: Ang Moh is likely to sell more in the afternoon. stockpicker      ( Date: 06-Jul-2023 12:41) Posted: This is the risk that investors will have to bear.  Broker houses will always re-value and re-balance their views and stock especially when the price is almost at its top.    Have a feeling that the price adjustment has almost done and likely to settle its price at some resistance for example 5.38 or above.  DOYDD
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Login20 Master	06-Jul-2023 13:05        Login20 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree with you, was in same thought as you. stockpicker      ( Date: 06-Jul-2023 13:00) Posted: Thought SembCorp' s exposure to China is in the utility sector,  mainly in  renewable energy.  Unlike Keppel who has property  development  in China,  the effect of China slowing down might not affect that much on SembCorp' s bottom line unless China was so deperate to lower its electricity tariff to a super low level.  This is unlikely because China' s tariff is already super low at US$0.09 per Kwh Login20      ( Date: 06-Jul-2023 12:35) Posted: If we are looking at US China relationship, we can stop investing, they will never be better with US attitude and China growing stronger
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stockpicker Master	06-Jul-2023 13:00        stockpicker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thought SembCorp' s exposure to China is in the utility sector,  mainly in  renewable energy.  Unlike Keppel who has property  development  in China,  the effect of China slowing down might not affect that much on SembCorp' s bottom line unless China was so deperate to lower its electricity tariff to a super low level.  This is unlikely because China' s tariff is already super low at US$0.09 per Kwh Login20      ( Date: 06-Jul-2023 12:35) Posted: If we are looking at US China relationship, we can stop investing, they will never be better with US attitude and China growing stronger. Checkerman      ( Date: 06-Jul-2023 11:59) Posted: 👍 😁
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s100125 Elite	06-Jul-2023 12:53        s100125 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Likely to recover strongly once the dust settled as history repeated. stockpicker      ( Date: 06-Jul-2023 12:41) Posted: This is the risk that investors will have to bear.  Broker houses will always re-value and re-balance their views and stock especially when the price is almost at its top.    Have a feeling that the price adjustment has almost done and likely to settle its price at some resistance for example 5.38 or above.  DOYDD
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