Back

Latest Forum Topics / Sembcorp Ind    Last:6.13    -0.08

Post Reply

Starhub Post Reply Rate topic
NT1825 Master	23-Sep-2020 09:39        NT1825 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guess there is some amount of uncertainty now uptrend or down. The excitement now moves towards medical PPE since news reported there wight be restrictions to curb increasing infections in UK and Europe.  eg medtecs, vicplas
Useful To Me  Not Useful To Me
wehuattogether88 Supreme	23-Sep-2020 09:27        wehuattogether88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	hahaha. bxylqwan      ( Date: 23-Sep-2020 09:19) Posted: finally finished kaopei kaobu at medtecs already ah? danger      ( Date: 23-Sep-2020 09:02) Posted: RETEST $1.40 AGAIN
Useful To Me  Not Useful To Me
bxylqwan Master	23-Sep-2020 09:19        bxylqwan About Contact  Quote this Post!
x 0   x 0  Alert Admin	finally finished kaopei kaobu at medtecs already ah? danger      ( Date: 23-Sep-2020 09:02) Posted: RETEST $1.40 AGAIN
Useful To Me  Not Useful To Me
danger Supreme	23-Sep-2020 09:02        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	RETEST $1.40 AGAIN
Useful To Me  Not Useful To Me
mattohoh Elite	23-Sep-2020 08:56        mattohoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopefully today chiong ah. Have to be patience with this tangsookiam1947      ( Date: 23-Sep-2020 08:55) Posted: Based on fundamentals, medium term target is easily $2.... just be a bit more patient and wait .. Tryla888      ( Date: 23-Sep-2020 08:05) Posted: SCI heading towards 145 before pulling back and rekick to 1.78. DYODD
Useful To Me  Not Useful To Me
tangsookiam1947 Master	23-Sep-2020 08:55        tangsookiam1947 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Based on fundamentals, medium term target is easily $2.... just be a bit more patient and wait .. Tryla888      ( Date: 23-Sep-2020 08:05) Posted: SCI heading towards 145 before pulling back and rekick to 1.78. DYODD
Useful To Me  Not Useful To Me
Tryla888 Member	23-Sep-2020 08:05        Tryla888 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SCI heading towards 145 before pulling back and rekick to 1.78. DYODD
Useful To Me  Not Useful To Me
simpleguy123 Elite	22-Sep-2020 23:40        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	But yes, it looks to be accumulation mode. simpleguy123      ( Date: 22-Sep-2020 23:39) Posted: Actually im curious, why do you ask about price if you are here for dividends? mattohoh      ( Date: 22-Sep-2020 23:06) Posted: Bro today closing same as yesterday. Like got some resistance at 1.37,1.38 above leyy. Bro you think isit more like accumulating? Just saying la. Dyod
Useful To Me  Not Useful To Me
simpleguy123 Elite	22-Sep-2020 23:39        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Actually im curious, why do you ask about price if you are here for dividends? mattohoh      ( Date: 22-Sep-2020 23:06) Posted: Bro today closing same as yesterday. Like got some resistance at 1.37,1.38 above leyy. Bro you think isit more like accumulating? Just saying la. Dyodd tangsookiam1947      ( Date: 22-Sep-2020 23:00) Posted: Expanding its renewable-energy presence in China. On 11 Sep 20, SCI announced that it had signed an MOU with NASDAQ-listed GDS Holdings (GDS) to develop and provide renewable energy solutions for GDS&rsquo s data centres in China, as well as looking for opportunities to realise operational synergies between GDS&rsquo s data centres and Sembcorp&rsquo s renewable-power generation and water management systems. SCI has stated that it will be GDS&rsquo s strategic partner in the development of integrated green solutions to support GDS&rsquo s environmental sustainability goals. New China growth angle. While SCI did not provide any potential financial impact from this tie-up with GDS, we note that the latter&rsquo s 2Q20 results were extremely strong with revenue growing 36% yoy to US$189m while its EBITDA rose 48% yoy to US$90m. Importantly, its EBITDA margin expanded nearly 4ppt to 47.2%. Operationally it saw a 51% yoy increase in its total committed and pre-committed area to c.333,000m³ while its area-in-service increased by 48% yoy to over 266,000m³ . GDS&rsquo s clients include Alibaba, Amazon Web Services, Huawei, JD.com and Bytedance.
Useful To Me  Not Useful To Me
mattohoh Elite	22-Sep-2020 23:06        mattohoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro today closing same as yesterday. Like got some resistance at 1.37,1.38 above leyy. Bro you think isit more like accumulating? Just saying la. Dyodd tangsookiam1947      ( Date: 22-Sep-2020 23:00) Posted: Expanding its renewable-energy presence in China. On 11 Sep 20, SCI announced that it had signed an MOU with NASDAQ-listed GDS Holdings (GDS) to develop and provide renewable energy solutions for GDS&rsquo s data centres in China, as well as looking for opportunities to realise operational synergies between GDS&rsquo s data centres and Sembcorp&rsquo s renewable-power generation and water management systems. SCI has stated that it will be GDS&rsquo s strategic partner in the development of integrated green solutions to support GDS&rsquo s environmental sustainability goals. New China growth angle. While SCI did not provide any potential financial impact from this tie-up with GDS, we note that the latter&rsquo s 2Q20 results were extremely strong with revenue growing 36% yoy to US$189m while its EBITDA rose 48% yoy to US$90m. Importantly, its EBITDA margin expanded nearly 4ppt to 47.2%. Operationally it saw a 51% yoy increase in its total committed and pre-committed area to c.333,000m³ while its area-in-service increased by 48% yoy to over 266,000m³ . GDS&rsquo s clients include Alibaba, Amazon Web Services, Huawei, JD.com and Bytedance.  Longtermer      ( Date: 22-Sep-2020 20:42) Posted: SCI news flow will continue.. TH backed , Profit making company cannot be valued at 0.5x book. Keeping n  hold tight.
Useful To Me  Not Useful To Me
tangsookiam1947 Master	22-Sep-2020 23:00        tangsookiam1947 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Expanding its renewable-energy presence in China. On 11 Sep 20, SCI announced that it had signed an MOU with NASDAQ-listed GDS Holdings (GDS) to develop and provide renewable energy solutions for GDS&rsquo s data centres in China, as well as looking for opportunities to realise operational synergies between GDS&rsquo s data centres and Sembcorp&rsquo s renewable-power generation and water management systems. SCI has stated that it will be GDS&rsquo s strategic partner in the development of integrated green solutions to support GDS&rsquo s environmental sustainability goals. New China growth angle. While SCI did not provide any potential financial impact from this tie-up with GDS, we note that the latter&rsquo s 2Q20 results were extremely strong with revenue growing 36% yoy to US$189m while its EBITDA rose 48% yoy to US$90m. Importantly, its EBITDA margin expanded nearly 4ppt to 47.2%. Operationally it saw a 51% yoy increase in its total committed and pre-committed area to c.333,000m³ while its area-in-service increased by 48% yoy to over 266,000m³ . GDS&rsquo s clients include Alibaba, Amazon Web Services, Huawei, JD.com and Bytedance.  Longtermer      ( Date: 22-Sep-2020 20:42) Posted: SCI news flow will continue.. TH backed , Profit making company cannot be valued at 0.5x book. Keeping n  hold tight.    mattohoh      ( Date: 22-Sep-2020 20:32) Posted: Good news
Useful To Me  Not Useful To Me
mattohoh Elite	22-Sep-2020 22:25        mattohoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Pro for Long term wise what?s your tp? Longtermer      ( Date: 22-Sep-2020 21:09) Posted: Quite lucky to buy acquire some before demerger announcement. Average up along the way. Costs just around $1.70. Holding till TH lady boss shows hands. ysh2006      ( Date: 22-Sep-2020 20:52) Posted: Wow your paper loss for SCI half a million (estimate you buy at $2.00) and your free SMM paper loss estimate $225, 000 man..you consider very rich !!..
Useful To Me  Not Useful To Me
SgTrader17 Elite	22-Sep-2020 21:21        SgTrader17 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I tot the show hand is on SCM or Keppel Corp? Sembcorp industry already demerger done. Still need to show what hand? Privatise?? Not likely, I think. Will stay listed in SGX for good, since so many contracts signed this year. Longtermer      ( Date: 22-Sep-2020 21:09) Posted: Quite lucky to buy acquire some before demerger announcement. Average up along the way. Costs just around $1.70. Holding till TH lady boss shows hands. ysh2006      ( Date: 22-Sep-2020 20:52) Posted: Wow your paper loss for SCI half a million (estimate you buy at $2.00) and your free SMM paper loss estimate $225, 000 man..you consider very rich !!..
Useful To Me  Not Useful To Me
Longtermer Elite	22-Sep-2020 21:09        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	Quite lucky to buy acquire some before demerger announcement. Average up along the way. Costs just around $1.70. Holding till TH lady boss shows hands. ysh2006      ( Date: 22-Sep-2020 20:52) Posted: Wow your paper loss for SCI half a million (estimate you buy at $2.00) and your free SMM paper loss estimate $225, 000 man..you consider very rich !!.. Longtermer      ( Date: 22-Sep-2020 20:39) Posted: Yes. 1 lot 1000 shares. Cheers
Useful To Me  Not Useful To Me
des_khor Supreme	22-Sep-2020 20:58        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is God or Market Fortune Teller in this forum ??"
x 0   x 0  Alert Admin	BB ! Longtermer      ( Date: 22-Sep-2020 20:39) Posted: Yes. 1 lot 1000 shares. Cheers   des_khor      ( Date: 22-Sep-2020 20:20) Posted: 750,000 shares ??
Useful To Me  Not Useful To Me
ysh2006 Supreme	22-Sep-2020 20:52        ysh2006 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow your paper loss for SCI half a million (estimate you buy at $2.00) and your free SMM paper loss estimate $225, 000 man..you consider very rich !!.. Longtermer      ( Date: 22-Sep-2020 20:39) Posted: Yes. 1 lot 1000 shares. Cheers   des_khor      ( Date: 22-Sep-2020 20:20) Posted: 750,000 shares ??
Useful To Me  Not Useful To Me
simpleguy123 Elite	22-Sep-2020 20:51        simpleguy123 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	10 lots here supporting holding in the cupboard haha Longtermer      ( Date: 22-Sep-2020 20:39) Posted: Yes. 1 lot 1000 shares. Cheers   des_khor      ( Date: 22-Sep-2020 20:20) Posted: 750,000 shares ??
Useful To Me  Not Useful To Me
Longtermer Elite	22-Sep-2020 20:42        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	SCI news flow will continue.. TH backed , Profit making company cannot be valued at 0.5x book. Keeping n  hold tight.    mattohoh      ( Date: 22-Sep-2020 20:32) Posted: Good news tangsookiam1947      ( Date: 22-Sep-2020 20:30) Posted: UOB Kian Hian Report Regional utilities peers trade at higher P/B multiples. We highlight that gas & thermal utilities peers in the region trade at a P/B of 1.0-2.3x, renewables peers trade at 1.3-4.7x P/B while water & waste treatment peers trade at 1.8-2.4x P/B. Unfortunately, the company does not disclose the book value of its various business segments in this manner and thus we are not able to undertake a comparable-company valuation. Nevertheless, with SCI trading at 2021 P/B of 0.5x, we are confident that the valuation gap to its peers will close in the next 6- 12 months.     Meaningful upside in the medium to long term, based on earnings multiples. Looking at SCI&rsquo s utilities comparables in the region, there appears to be meaningful valuation upside in excess of S$3.70 (excluding a holding company discount) if we were to use comparable PE multiples for its three business segments.   No longer bound by SMM&rsquo s fortunes. As shown in the chart on the RHS, SCI&rsquo s share price has shown a very high correlation of 94% vs SMM&rsquo s share price over the past 10 years from 2010-2019. In our view, this was due to higher-frequency newsflow from the oil & gas industry as well as the offshore marine industry that moved SMM&rsquo s share price, and thus also had an outsized effect on SCI&rsquo s share price. With the demerger, we believe that SCI&rsquo s share price will be less volatile, and its valuation should reflect regional utilities valuations instead.
Useful To Me  Not Useful To Me
Longtermer Elite	22-Sep-2020 20:39        Longtermer About Contact  Quote this Post! Style: Flexible   Yells: "A disciplined investor is a wealthy investor"
x 0   x 0  Alert Admin	Yes. 1 lot 1000 shares. Cheers   des_khor      ( Date: 22-Sep-2020 20:20) Posted: 750,000 shares ?? Longtermer      ( Date: 22-Sep-2020 14:26) Posted: Yes, i am with u guys.. got 750 lots SCI plus free SCM. Hold tight tight.. Cheers
Useful To Me  Not Useful To Me
mattohoh Elite	22-Sep-2020 20:32        mattohoh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good news tangsookiam1947      ( Date: 22-Sep-2020 20:30) Posted: UOB Kian Hian Report Regional utilities peers trade at higher P/B multiples. We highlight that gas & thermal utilities peers in the region trade at a P/B of 1.0-2.3x, renewables peers trade at 1.3-4.7x P/B while water & waste treatment peers trade at 1.8-2.4x P/B. Unfortunately, the company does not disclose the book value of its various business segments in this manner and thus we are not able to undertake a comparable-company valuation. Nevertheless, with SCI trading at 2021 P/B of 0.5x, we are confident that the valuation gap to its peers will close in the next 6- 12 months.     Meaningful upside in the medium to long term, based on earnings multiples. Looking at SCI&rsquo s utilities comparables in the region, there appears to be meaningful valuation upside in excess of S$3.70 (excluding a holding company discount) if we were to use comparable PE multiples for its three business segments.   No longer bound by SMM&rsquo s fortunes. As shown in the chart on the RHS, SCI&rsquo s share price has shown a very high correlation of 94% vs SMM&rsquo s share price over the past 10 years from 2010-2019. In our view, this was due to higher-frequency newsflow from the oil & gas industry as well as the offshore marine industry that moved SMM&rsquo s share price, and thus also had an outsized effect on SCI&rsquo s share price. With the demerger, we believe that SCI&rsquo s share price will be less volatile, and its valuation should reflect regional utilities valuations instead.
Useful To Me  Not Useful To Me

                                                         First   < Newer   3741-3760 of 5653   Older>   Last