| Latest Forum Topics / Sembcorp Ind Last:6.13 -- |
|
|
SembCorp Industries
|
|||||
|
Octavia
Supreme |
01-Mar-2021 21:57
|
||||
|
x 0
x 0 Alert Admin |
Strong headwinds ahead In the near term, SCI&rsquo s performance may remain depressed as it faces strong headwinds. In its earnings report, the company warned that it might lose a major customer on Jurong Island in 2021, while another customer&rsquo s facilities in the UK will be undergoing a year-long overhaul. The two customers contributed around S$30 million, or 10% of SCI&rsquo s net profit before exceptional items, in 2020, and losing them would be a considerable blow to SCI. The incoming pressure on SCI&rsquo s top line might worry investors who are concerned about the group&rsquo s heavy debt load. SCI reported gross debt of S$7.7 billion as of 31 December 2020, compared to cash holdings of S$1.0 billion. In addition, the COVID-19 pandemic is still raging, causing significant uncertainty over the strength of the recovery for energy demand. While SCI&rsquo s active push to grow its renewable energy offerings is laudable, it will need to navigate the oncoming headwinds successfully before it can reap the benefits of its sustainable energy portfolio. https://sg-finance-yahoo-com.cdn.ampproject.org/v/s/sg.finance.yahoo.com/amphtml/news/sembcorp-industries-reports-heavy-losses-010041611.html?amp_js_v=a6& amp_gsa=1& usqp=mq331AQFKAGwASA%3D#aoh=16145979350155& csi=0& referrer=https%3A%2F%2Fwww.google.com& amp_tf=From%20%251%24s& ampshare=https%3A%2F%2Fsg.finance.yahoo.com%2Fnews%2Fsembcorp-industries-reports-heavy-losses-010041611.html |
||||
| Useful To Me Not Useful To Me | |||||
|
john_ric
Supreme |
01-Mar-2021 18:12
|
||||
|
x 0
x 0 Alert Admin |
close at 1.77 only. | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
raykee
Veteran |
01-Mar-2021 18:09
|
||||
|
x 0
x 1 Alert Admin |
the erection cool down already
|
||||
| Useful To Me Not Useful To Me | |||||
|
PhillipTan
Supreme |
01-Mar-2021 15:51
|
||||
|
x 0
x 0 Alert Admin |
1.80 reached, next milestone 1.90 | ||||
| Useful To Me Not Useful To Me | |||||
|
FATABA
Supreme |
01-Mar-2021 15:45
|
||||
|
x 0
x 0 Alert Admin |
By end of Q1, when there is a result guildance, there should be much more re-rating from all the houses....SCI is more a pure energy play now ( urban smaller %) , certainly its PE wld be changed.  Awaiting also patiently for the SEIL listing and May investor day from CEO  Happy investing.  |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Bookiesan
Member |
01-Mar-2021 15:31
|
||||
|
x 0
x 0 Alert Admin |
一 起 久 了
|
||||
| Useful To Me Not Useful To Me | |||||
|
naoshingo
Elite |
01-Mar-2021 14:06
|
||||
|
x 0
x 0 Alert Admin |
Come on...let's break 一 起 发 。 😷 | ||||
| Useful To Me Not Useful To Me | |||||
|
tangsookiam1947
Master |
27-Feb-2021 22:18
|
||||
|
x 0
x 0 Alert Admin |
Sembcorp Industries - UOB Kay Hian 2020-09-18: Charting Its Own Path | SGinvestors.io - Where SG Investors Share 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 |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
PhillipTan
Supreme |
26-Feb-2021 09:48
|
||||
|
x 0
x 0 Alert Admin |
this counter should be strong enough to do so
|
||||
| Useful To Me Not Useful To Me | |||||
|
naoshingo
Elite |
26-Feb-2021 09:24
|
||||
|
x 0
x 0 Alert Admin |
Now is the shortist in action...
See can recover in the evening...
|
||||
| Useful To Me Not Useful To Me | |||||
|
bystander1965
Supreme |
26-Feb-2021 09:20
Yells: "What I say is just my assessment. DYODD" |
||||
|
x 0
x 0 Alert Admin |
Checkerman was nearly right at the open. Momentarily there was buy at 1.69 sell 1.72 or 1.73. The gap was plugged immediately to 1.71/1.72 or 1.72/1.73. It appeared for a split second only. Happened to see it. The day is still very young though... |
||||
| Useful To Me Not Useful To Me | |||||
|
bystander1965
Supreme |
26-Feb-2021 08:59
Yells: "What I say is just my assessment. DYODD" |
||||
|
x 0
x 0 Alert Admin |
US indices have been making record high. SG is still 20% below its peak. Even Japan has managed a 20,30-year high. Pathetic?
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
naoshingo
Elite |
26-Feb-2021 08:16
|
||||
|
x 0
x 0 Alert Admin |
Hmm...maybe this time STI will reverse...decoupled from DJ movement..Lol..just hoping...👹 👹 👹
|
||||
| Useful To Me Not Useful To Me | |||||
|
bystander1965
Supreme |
26-Feb-2021 07:33
Yells: "What I say is just my assessment. DYODD" |
||||
|
x 0
x 0 Alert Admin |
And if it really dips below 170, you better quickly scoop ah. ![]()
|
||||
| Useful To Me Not Useful To Me | |||||
|
bystander1965
Supreme |
26-Feb-2021 07:30
Yells: "What I say is just my assessment. DYODD" |
||||
|
x 0
x 0 Alert Admin |
What' s there to be so frustrated about? Chill. And I think you know full well which May it is.
|
||||
| Useful To Me Not Useful To Me | |||||
|
bystander1965
Supreme |
26-Feb-2021 07:29
Yells: "What I say is just my assessment. DYODD" |
||||
|
x 0
x 0 Alert Admin |
Really? How could you tell? Anyway, it' s hardly big correction. It just returned to where it was earlier this week. The numbers looked scary though. If you read the reason why it did that it was an oxymoron. Happened many times in the past. Knowing SG' s pathetic behaviour, there will be at least a knee-jerk reaction. After that, I have no crystal ball. For SCI, it really depends who/what is behind the rise yesterday. But LT-wise, this noise is irrelevant.  
|
||||
| Useful To Me Not Useful To Me | |||||
|
Checkerman
Master |
26-Feb-2021 06:20
|
||||
|
x 0
x 0 Alert Admin |
Today will drop below 1.7
DJ and Nasdaq big correction. |
||||
| Useful To Me Not Useful To Me | |||||
|
Bookiesan
Member |
26-Feb-2021 04:01
|
||||
|
x 0
x 1 Alert Admin |
May ?this yr May or next yr May ?or N yrs May?
Why cant the CEO say a fix date? So frustrated with his hints... |
||||
| Useful To Me Not Useful To Me | |||||
|
ckmpd1
Supreme |
25-Feb-2021 20:43
|
||||
|
x 0
x 0 Alert Admin |
Yes.  Looking forward to another good day tmrw
|
||||
| Useful To Me Not Useful To Me | |||||
|
naoshingo
Elite |
25-Feb-2021 18:10
|
||||
|
x 0
x 0 Alert Admin |
Yes, agree.
|
||||
| Useful To Me Not Useful To Me | |||||


