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Sembcorp Ind
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SembCorp Industries
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FATABA
Supreme |
08-Feb-2023 15:53
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If you are an environmentalist and definately fighting for green ...then u can easily choose.  However, Oil will still have many many years to go ( not in our grand children life time ) as air plane , ships and even petrol cars . ( diesel still in use)  Not only talking about the amount of coal plant still running ....u cant get India to change in decades..... So I think the drilling of oil will still be important ( even without any war ) .......and SM will be the best knowhow rig builder in the world  I would be surprise it would not be back to over $1 in 5 years if demand for oil n rig continues .  Dyodd
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beetlejuice
Master |
08-Feb-2023 15:36
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Then no reason to keep SCM after distribution.
Short to mid terms, gestation pain.
Long term brown is passé, whereas green is up and coming.
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FATABA
Supreme |
08-Feb-2023 15:06
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Agree Kep and SCI willno wonder for be pure energy play very soon .  SCI is given up more of its coal energy plant .  BUT I cant speak for SM ..even longer term as long as they are still in the oil rig business ( which was the reason Kep has to cut KOM off ) .
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beetlejuice
Master |
08-Feb-2023 14:21
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Yeah, slow & steady while Keppel is getting all the attn these days.
Sembcorp is a purer renewable play than Keppel.
But Sembmarine may be even purer in time though "gestation pain" expected short term.
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angsua3761
Member |
08-Feb-2023 14:15
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yes agreed with yourview....expect good financial reporting for year end 2022 with better dividend | ||||
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FATABA
Supreme |
08-Feb-2023 13:47
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SCI hit a new 52wks high , w result on 21st before mkt open and special dividend , where do you think SCI will hit  Will it be above $4 ? Yr guess is as good as mine  DYodd Happy investing |
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FATABA
Supreme |
07-Feb-2023 16:47
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Haha unless you are only holding ocbc n not the other banks .....then we could hv more .  Looking forward to increase divvidend from the banks n SCI ...Huat Huat   
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beetlejuice
Master |
07-Feb-2023 16:45
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Think we got common holdings in at least 3 stocks, OCBC, Keppel
& Sembcorp. Huat argh... 🧧 💰
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FATABA
Supreme |
07-Feb-2023 16:41
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Definately more then 5c ( last was 4c) ....hope it go back to old days.....anyway half yr nett income 490 alrdy more then the whole of 2021  ( cutting off that unwanted son helps) SO let us keep our finger cross ..... 1. more final dividend ....i think over 90% sure  2. One off special dividend ...50/60% chance and I think maybe 2/5c  Just my personal guess.   
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beetlejuice
Master |
07-Feb-2023 16:33
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Alright, so be it. Just pay us something while we wait then. 🧧 💰 | ||||
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pkli899
Supreme |
07-Feb-2023 16:29
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Haha, not a promise. They mentioned it before the completion of the sale. End up they didn' t get the proceed in full but in instalment. So, they may change their mind. |
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beetlejuice
Master |
07-Feb-2023 16:25
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Will lah. A promise is a promise. 🧧 💰
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FATABA
Supreme |
07-Feb-2023 15:57
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Yes there was a mentioned of this .  Also we can expect a much better set of result w energy price shooting up  Just hope SCI can revise the annual dividend upward to a better yield plus a one time special dividend Dyodd
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pkli899
Supreme |
07-Feb-2023 15:36
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Results out 21.2.23 am. They did mentioned may give special dividend. May not give since India power plant sale proceed not given in full. |
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beetlejuice
Master |
07-Feb-2023 15:31
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Wow, price at 7-year high while Keppel is getting all the attn. Full year results should be akan datang right? This one expected to pay higher dividend than last financial year. 🧧 💰 | ||||
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FATABA
Supreme |
01-Feb-2023 08:56
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Shit every western nation is now on Myammar .....wonder what effect will it hv on SCI operation there.  ANy update anyone > result date 21st Feb |
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beetlejuice
Master |
30-Jan-2023 14:10
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Yeah, their Vision statement says it all. 👁 ️ 👁 ️
"We aim to transform our portfolio from brown to green, by focusing on growing our renewables and integrated urban solutions businesses."
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Maxgrow68
Elite |
30-Jan-2023 13:34
Yells: "Right and Kind. Choose Kind then you are always Right !" |
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Agree, liquidity ratio is still manageable given this is a LT growth stock in green economy.
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FATABA
Supreme |
30-Jan-2023 12:45
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my data show a total debt of 7.6B current ratio of 1.35 ( still ok ) and having cash 1344B n cash/short term investment another 1.7b SCI are in a long term clean energy investment which logically has normal heavier debt in this industry.  Also not forgetting SCI is a comeback mother  ( only cut off that SM son which is putting it down for several years of lost )  The bigger question is SCI is profitable n having good ROA and ROE/annual dividend payout now Coming result in Feb (not annouce) would certainly give a better picture  Dyodd
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cucina
Master |
30-Jan-2023 12:02
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Sembcorp is carrying almost $9b debt on her books.  Any concern? | ||||
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