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weekaykee Master	26-Jan-2022 11:46        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Due to some shutdowns for maintenance, their results supposed to have been adversely affected for the last few months. So very good results will come as a big surprise.  ruanlai      ( Date: 26-Jan-2022 11:40) Posted: Lai Liao ! Lai Liao ! Breaking the recent high and going to test the 52 weeks high of $2.28...... Good result is brewing.........Dividends are on the way......... Today might close at 2.30 ! Huat Lar !
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ruanlai Elite	26-Jan-2022 11:40        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	Lai Liao ! Lai Liao ! Breaking the recent high and going to test the 52 weeks high of $2.28...... Good result is brewing.........Dividends are on the way......... Today might close at 2.30 ! Huat Lar !
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y2jchris Veteran	21-Jan-2022 14:07        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	i zao at 2.20 liao Jia you okay Correction and short sell pretty fierce hence cash is king 8% gain buay pai liao   naoshingo      ( Date: 20-Jan-2022 12:43) Posted: Ya..Hope it can do a DBS run up... y2jchris      ( Date: 20-Jan-2022 12:42) Posted: think if anyone get it at 1.9 really solid liao But at the same time.. DYODD.. They bast*rd people long ago.. SGX never about making sense one.. But i hope all longist huat big time for early CNY angbao
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beng1102 Elite	21-Jan-2022 12:37        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SGX high level of short selling actiivty has sccared away many potential investors.    This stock should have been more than $2.5. beng1102      ( Date: 19-Jan-2022 15:00) Posted: Good news in SGX does not move the price up much but any bad means going down quickly.    I think we of should start investing less in Singapore stock market. FATABA      ( Date: 14-Jan-2022 09:38) Posted: I was expected some revaluation ....after this contract win.  Recentable 2.50 target....certainly worth more longer term  Dyod
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jacky80 Senior	20-Jan-2022 15:50        jacky80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.sembcorp.com/en/investor-relations/financial-calendar/ Bookiesan      ( Date: 20-Jan-2022 15:43) Posted: when is Q1 announcement? Saw in yahoo 23 FEB dont know choon or not?
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Bookiesan Member	20-Jan-2022 15:43        Bookiesan About Contact  Quote this Post!
x 0   x 0  Alert Admin	when is Q1 announcement? Saw in yahoo 23 FEB dont know choon or not?
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FATABA Supreme	20-Jan-2022 15:18        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Looking forward to its coming full year result and dividend payout .( hope return to good old days ? )  Update on its project development and India listing wld be great catalyst  Dyodd
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naoshingo Elite	20-Jan-2022 12:43        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ya..Hope it can do a DBS run up... y2jchris      ( Date: 20-Jan-2022 12:42) Posted: think if anyone get it at 1.9 really solid liao But at the same time.. DYODD.. They bast*rd people long ago.. SGX never about making sense one.. But i hope all longist huat big time for early CNY angbao   naoshingo      ( Date: 20-Jan-2022 12:13) Posted: Ding Dong....for almost 2 years back to $2.22. Finally. I' ve owned SCI since pre-demerger at $2.7++ and since be avg down until sianz,,, Hope this is the confirmed uptrend.. Lol,,,,ya, never say the unexpected...later they CB acquire back SM in future...Lol...
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y2jchris Veteran	20-Jan-2022 12:42        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	think if anyone get it at 1.9 really solid liao But at the same time.. DYODD.. They bast*rd people long ago.. SGX never about making sense one.. But i hope all longist huat big time for early CNY angbao   naoshingo      ( Date: 20-Jan-2022 12:13) Posted: Ding Dong....for almost 2 years back to $2.22. Finally. I' ve owned SCI since pre-demerger at $2.7++ and since be avg down until sianz,,, Hope this is the confirmed uptrend.. Lol,,,,ya, never say the unexpected...later they CB acquire back SM in future...Lol... y2jchris      ( Date: 20-Jan-2022 11:40) Posted: $4? I think anything at 2.5 is really solid liao The $4 u aim is provided next 1-2 year stock market still steady? By right should really downturn liao later SCI cb u, they go buy back SCM
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Checkerman Master	20-Jan-2022 12:33        Checkerman About Contact  Quote this Post!
x 0   x 1  Alert Admin	Fair value about $2.3.
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naoshingo Elite	20-Jan-2022 12:13        naoshingo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ding Dong....for almost 2 years back to $2.22. Finally. I' ve owned SCI since pre-demerger at $2.7++ and since be avg down until sianz,,, Hope this is the confirmed uptrend.. Lol,,,,ya, never say the unexpected...later they CB acquire back SM in future...Lol... y2jchris      ( Date: 20-Jan-2022 11:40) Posted: $4? I think anything at 2.5 is really solid liao The $4 u aim is provided next 1-2 year stock market still steady? By right should really downturn liao later SCI cb u, they go buy back SCM   weekaykee      ( Date: 20-Jan-2022 10:14) Posted: Market anticipating a major announcement or is this its next phase of upward movement after a period of prolonged hibernation? Anyway, i will patiently wait for $4. Should be attainable within next 2 years
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FATABA Supreme	20-Jan-2022 11:47        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	There are several expected reasons for SCI rise ... of course the recent India power project wld bring in $  ANOTHER major catalyst is the potential for it to list out its india operation ( which is talking for a long time)  Global push for clean energy wld put SCI very nicely into one of the TOP contender for supporting this in the region .  in fact alrdy in top standing . DYODD Happy investing. weekaykee      ( Date: 20-Jan-2022 10:14) Posted: Market anticipating a major announcement or is this its next phase of upward movement after a period of prolonged hibernation? Anyway, i will patiently wait for $4. Should be attainable within next 2 years. y2jchris      ( Date: 20-Jan-2022 10:07) Posted: sibei solid share May it hit 2.3
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y2jchris Veteran	20-Jan-2022 11:40        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	$4? I think anything at 2.5 is really solid liao The $4 u aim is provided next 1-2 year stock market still steady? By right should really downturn liao later SCI cb u, they go buy back SCM   weekaykee      ( Date: 20-Jan-2022 10:14) Posted: Market anticipating a major announcement or is this its next phase of upward movement after a period of prolonged hibernation? Anyway, i will patiently wait for $4. Should be attainable within next 2 years. y2jchris      ( Date: 20-Jan-2022 10:07) Posted: sibei solid share May it hit 2.3
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jacky80 Senior	20-Jan-2022 10:45        jacky80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	if hit 2.3, i sure happy.. I been waiting for months .. Hit 2.28 dropped to 1.8 n slowly go up 2.23.. y2jchris      ( Date: 20-Jan-2022 10:07) Posted: sibei solid share May it hit 2.3
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weekaykee Master	20-Jan-2022 10:14        weekaykee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Market anticipating a major announcement or is this its next phase of upward movement after a period of prolonged hibernation? Anyway, i will patiently wait for $4. Should be attainable within next 2 years. y2jchris      ( Date: 20-Jan-2022 10:07) Posted: sibei solid share May it hit 2.3
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y2jchris Veteran	20-Jan-2022 10:07        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	sibei solid share May it hit 2.3
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Ipoh123 Senior	19-Jan-2022 16:41        Ipoh123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Enjoy long, follow trend ...
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beng1102 Elite	19-Jan-2022 15:00        beng1102 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good news in SGX does not move the price up much but any bad means going down quickly.    I think we of should start investing less in Singapore stock market. FATABA      ( Date: 14-Jan-2022 09:38) Posted: I was expected some revaluation ....after this contract win.  Recentable 2.50 target....certainly worth more longer term  Dyodd PhillipTan      ( Date: 14-Jan-2022 01:45) Posted: Analysts positive on Sembcorp' s long-term PPA with the state of Andhra Pradesh Analysts from CGS-CIMB Research and Citi Research are keeping " add" and " buy" on Sembcorp Industries after the company announced, on Jan 4, that it had inked a 12-year long-term power purchase agreement (PPA) with Andhra Pradesh' s state DISCOM for its Plant 2. The PPA was entered into by Sembcorp' s subsidiary, SEIL. No tariff was disclosed but CGS-CIMB analyst Lim Siew Khee believes that it should be close to market rate IEX spot prices in November to December 2021 averaged 3.33 rupees/kWh. Based on data released by Sembcorp in 1HFY2021, SEIL 1 has contracted capacities of 570MW to Telangana DISCOMS and 500MW to Telangana and Andhra Pradesh DISCOMS. SEIL 2 has contracted capacity of 250MW to Bangladesh Power Development Board. With the contract, Lim expects SEIL 2 to be profitable in FY2023. " SEIL 2 has historically recorded losses since FY2016, with FY2020 registering $52 million in losses. We believe this contract will turn SEIL 2 to profitability from FY2023 onwards," writes Lim in a Jan 5 report. The development is seen as " positive" for Sembcorp' s share price. To this end, Lim has kept her target price for the counter at $2.51, based on 15 times CY2022 P/E, which is the average of Sembcorp' s Asian peers. Citi analyst Jame Osman concurs with Lim' s view. " We believe this latest PPA will improve the profitability of Plant 2 with 66% of capacity now contracted under long-term PPA. Also importantly, this should alleviate key risk of asset impairment," he writes in a Jan 5 report. " Looking ahead, we think this could also position SEIL in better stead to potentially divest its India thermal energy assets (retaining its renewables business (SGI)) in the near-term, as this would also enable Sembcorp to meet its 2025 GHG emission target. In 2019, Sembcorp increased its ownership of SEIL to 100% (from 94%) and recognised its ownership interest at $1.57 billion," he adds. Osman has, too, kept his target price on Sembcorp at $2.52. Furthermore, he has identified the counter as his preferred pick amongst Citi' s coverage of the Singapore industrials sector. " We believe clarity provided by mgmt. on Sembcorp' s brown-to-green transformation targets warrant a higher multiple, as peers with majority renewables exposure are commanding over 10 times EV/EBITDA," he continues. Shares in Sembcorp closed flat at $2.14 on Jan 13.
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FATABA Supreme	14-Jan-2022 09:38        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I was expected some revaluation ....after this contract win.  Recentable 2.50 target....certainly worth more longer term  Dyodd PhillipTan      ( Date: 14-Jan-2022 01:45) Posted: Analysts positive on Sembcorp' s long-term PPA with the state of Andhra Pradesh Analysts from CGS-CIMB Research and Citi Research are keeping " add" and " buy" on Sembcorp Industries after the company announced, on Jan 4, that it had inked a 12-year long-term power purchase agreement (PPA) with Andhra Pradesh' s state DISCOM for its Plant 2. The PPA was entered into by Sembcorp' s subsidiary, SEIL. No tariff was disclosed but CGS-CIMB analyst Lim Siew Khee believes that it should be close to market rate IEX spot prices in November to December 2021 averaged 3.33 rupees/kWh. Based on data released by Sembcorp in 1HFY2021, SEIL 1 has contracted capacities of 570MW to Telangana DISCOMS and 500MW to Telangana and Andhra Pradesh DISCOMS. SEIL 2 has contracted capacity of 250MW to Bangladesh Power Development Board. With the contract, Lim expects SEIL 2 to be profitable in FY2023. " SEIL 2 has historically recorded losses since FY2016, with FY2020 registering $52 million in losses. We believe this contract will turn SEIL 2 to profitability from FY2023 onwards," writes Lim in a Jan 5 report. The development is seen as " positive" for Sembcorp' s share price. To this end, Lim has kept her target price for the counter at $2.51, based on 15 times CY2022 P/E, which is the average of Sembcorp' s Asian peers. Citi analyst Jame Osman concurs with Lim' s view. " We believe this latest PPA will improve the profitability of Plant 2 with 66% of capacity now contracted under long-term PPA. Also importantly, this should alleviate key risk of asset impairment," he writes in a Jan 5 report. " Looking ahead, we think this could also position SEIL in better stead to potentially divest its India thermal energy assets (retaining its renewables business (SGI)) in the near-term, as this would also enable Sembcorp to meet its 2025 GHG emission target. In 2019, Sembcorp increased its ownership of SEIL to 100% (from 94%) and recognised its ownership interest at $1.57 billion," he adds. Osman has, too, kept his target price on Sembcorp at $2.52. Furthermore, he has identified the counter as his preferred pick amongst Citi' s coverage of the Singapore industrials sector. " We believe clarity provided by mgmt. on Sembcorp' s brown-to-green transformation targets warrant a higher multiple, as peers with majority renewables exposure are commanding over 10 times EV/EBITDA," he continues. Shares in Sembcorp closed flat at $2.14 on Jan 13.
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jacky80 Senior	14-Jan-2022 09:31        jacky80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The way u comment, another analysts lol Checkerman      ( Date: 14-Jan-2022 09:00) Posted: look like selldown soon PhillipTan      ( Date: 14-Jan-2022 01:45) Posted: Analysts positive on Sembcorp' s long-term PPA with the state of Andhra Pradesh Analysts from CGS-CIMB Research and Citi Research are keeping " add" and " buy" on Sembcorp Industries after the company announced, on Jan 4, that it had inked a 12-year long-term power purchase agreement (PPA) with Andhra Pradesh' s state DISCOM for its Plant 2. The PPA was entered into by Sembcorp' s subsidiary, SEIL. No tariff was disclosed but CGS-CIMB analyst Lim Siew Khee believes that it should be close to market rate IEX spot prices in November to December 2021 averaged 3.33 rupees/kWh. Based on data released by Sembcorp in 1HFY2021, SEIL 1 has contracted capacities of 570MW to Telangana DISCOMS and 500MW to Telangana and Andhra Pradesh DISCOMS. SEIL 2 has contracted capacity of 250MW to Bangladesh Power Development Board. With the contract, Lim expects SEIL 2 to be profitable in FY2023. " SEIL 2 has historically recorded losses since FY2016, with FY2020 registering $52 million in losses. We believe this contract will turn SEIL 2 to profitability from FY2023 onwards," writes Lim in a Jan 5 report. The development is seen as " positive" for Sembcorp' s share price. To this end, Lim has kept her target price for the counter at $2.51, based on 15 times CY2022 P/E, which is the average of Sembcorp' s Asian peers. Citi analyst Jame Osman concurs with Lim' s view. " We believe this latest PPA will improve the profitability of Plant 2 with 66% of capacity now contracted under long-term PPA. Also importantly, this should alleviate key risk of asset impairment," he writes in a Jan 5 report. " Looking ahead, we think this could also position SEIL in better stead to potentially divest its India thermal energy assets (retaining its renewables business (SGI)) in the near-term, as this would also enable Sembcorp to meet its 2025 GHG emission target. In 2019, Sembcorp increased its ownership of SEIL to 100% (from 94%) and recognised its ownership interest at $1.57 billion," he adds. Osman has, too, kept his target price on Sembcorp at $2.52. Furthermore, he has identified the counter as his preferred pick amongst Citi' s coverage of the Singapore industrials sector. " We believe clarity provided by mgmt. on Sembcorp' s brown-to-green transformation targets warrant a higher multiple, as peers with majority renewables exposure are commanding over 10 times EV/EBITDA," he continues. Shares in Sembcorp closed flat at $2.14 on Jan 13.
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