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Latest Forum Topics / Sembcorp Ind    Last:6.13 --  Post Reply
SembCorp Industries
freeme
Elite
25-Feb-2021 15:16     
 
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 Alert Admin 		Ya..  laugh

If this rebound can bring it to 1.88, i will be very happy liao.. 

ckmpd1      ( Date: 25-Feb-2021 15:14) Posted:

why regret?  they can buy back what they sold now

tangsookiam1947      ( Date: 25-Feb-2021 15:10) Posted:

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ckmpd1
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25-Feb-2021 15:14     
 
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 Alert Admin 		why regret?  they can buy back what they sold now

tangsookiam1947      ( Date: 25-Feb-2021 15:10) Posted:

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ckmpd1
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25-Feb-2021 15:06     
 
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 Alert Admin 		$1.78, up 7.2%.  will it hit $1.8 today?
 
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ckmpd1
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25-Feb-2021 13:09     
 
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 Alert Admin 		SCI is at $1.77, up 6.6% today
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bystander1965
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25-Feb-2021 12:13     
 
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 Alert Admin 		Ok I think their buyback was done in Bursa Malaysia but they also filed the report to SGX. My bad.

paueng      ( Date: 25-Feb-2021 12:02) Posted:

The blackout period for share buyback by company  is stated in the SGX by-law.

bystander1965      ( Date: 25-Feb-2021 11:12) Posted:

They were asked this share buyback question during the Q& A 2 days ago.
They gave a standard reply. They bought back the shares for the purpose of employee stock options.

Actually company can buy back shares during the period you mentioned. It' s office holders that can' t do that.
I leant fhat from TG' s CEO. TG was buying during the blackout period and he was asked the question
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paueng
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25-Feb-2021 12:02     
 
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 Alert Admin 		The blackout period for share buyback by company  is stated in the SGX by-law.

bystander1965      ( Date: 25-Feb-2021 11:12) Posted:

They were asked this share buyback question during the Q& A 2 days ago.
They gave a standard reply. They bought back the shares for the purpose of employee stock options.

Actually company can buy back shares during the period you mentioned. It' s office holders that can' t do that.
I leant fhat from TG' s CEO. TG was buying during the blackout period and he was asked the question.

paueng      ( Date: 25-Feb-2021 11:05) Posted:

Sembcorp industry can resume share buyback after result announcement.They have 1 month blackout  period before result announcement imposed by SGX that why the price drop to 1.60. I bought @1.63 when the result is out on 23/2. with the dividend of 4 cents ex dividend in April expect the price to move up and with the support of share buyback of the company(previously the company bought back millions of share between 1.65 to 1.75).the target price of 1.90 to 2.0 is possible.
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bystander1965
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25-Feb-2021 11:32     
 
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 Alert Admin 		I think it is a bit like KC' s 10y review. But they just make it formal?

FATABA      ( Date: 25-Feb-2021 11:28) Posted:

LOL wonder its the beginning or end of may ....CEO say investor day .
( normally comes w goodies ? ) 
 

bystander1965      ( Date: 25-Feb-2021 11:09) Posted:

No good to call it that leh... laugh
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FATABA
Supreme
25-Feb-2021 11:28     
 
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 Alert Admin 		LOL wonder its the beginning or end of may ....CEO say investor day .
( normally comes w goodies ? ) 
 

bystander1965      ( Date: 25-Feb-2021 11:09) Posted:

No good to call it that leh... laugh

FATABA      ( Date: 25-Feb-2021 10:32) Posted:

Now just wait ....MAY day MAY day 
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bystander1965
Supreme
25-Feb-2021 11:12     
 
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 Alert Admin 		They were asked this share buyback question during the Q& A 2 days ago.
They gave a standard reply. They bought back the shares for the purpose of employee stock options.

Actually company can buy back shares during the period you mentioned. It' s office holders that can' t do that.
I leant fhat from TG' s CEO. TG was buying during the blackout period and he was asked the question.

paueng      ( Date: 25-Feb-2021 11:05) Posted:

Sembcorp industry can resume share buyback after result announcement.They have 1 month blackout  period before result announcement imposed by SGX that why the price drop to 1.60. I bought @1.63 when the result is out on 23/2. with the dividend of 4 cents ex dividend in April expect the price to move up and with the support of share buyback of the company(previously the company bought back millions of share between 1.65 to 1.75).the target price of 1.90 to 2.0 is possible.
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bystander1965
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25-Feb-2021 11:09     
 
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 Alert Admin 		No good to call it that leh... laugh

FATABA      ( Date: 25-Feb-2021 10:32) Posted:

Now just wait ....MAY day MAY day 

weekaykee      ( Date: 25-Feb-2021 10:00) Posted:

Just imagine when the market finally rerates it to 1.8 times Book Value in line with market norms for energy players, once there are clearer signs that SCI is indeed turning from Brown to Green.
SCI should reach $4+ in 3 years time
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paueng
Member
25-Feb-2021 11:05     
 
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 Alert Admin 		Sembcorp industry can resume share buyback after result announcement.They have 1 month blackout  period before result announcement imposed by SGX that why the price drop to 1.60. I bought @1.63 when the result is out on 23/2. with the dividend of 4 cents ex dividend in April expect the price to move up and with the support of share buyback of the company(previously the company bought back millions of share between 1.65 to 1.75).the target price of 1.90 to 2.0 is possible.
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FATABA
Supreme
25-Feb-2021 10:32     
 
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 Alert Admin 		Now just wait ....MAY day MAY day 

weekaykee      ( Date: 25-Feb-2021 10:00) Posted:

Just imagine when the market finally rerates it to 1.8 times Book Value in line with market norms for energy players, once there are clearer signs that SCI is indeed turning from Brown to Green.
SCI should reach $4+ in 3 years time.

FATABA      ( Date: 25-Feb-2021 09:55) Posted:

CGS-CIMB has reiterated " add" on the stock, with a slightly higher target price of S$1.97 from S$1.95 previously. SCI also trades at 0.8 times its P/BV (price-to-book value), cheap when stacked against regional power or utility plays - which are trading at around 1.8 times, CGS-CIMB noted.

This is what I mean ....all still using a lower figure where UTILITY counters are having much higher X of 1.8 as mentioned. 
Expect a RErate from them coming 1H 2021 result .
Dyodd
Happy investing. 


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bystander1965
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25-Feb-2021 10:31     
 
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 Alert Admin 		I watched both SCI and SCM Q& A, and I agree SCI' s was much better. SCM maybe because the CEO' s English was a bit broken that the whole session was mainly chaired by the GFD. To me he was beating around the bush many times when specific questions were asked, and he would not give a more direct answer. The answers were as good as not answered sometimes. Perhaps it' s the way they would like to do things due to sensitivies of the questions.

naoshingo      ( Date: 25-Feb-2021 10:23) Posted:

At one point I was also tempted to sell sci to buy OCBC Lion Share or even Wilmar... But glad that I didn't.

Different ppl different risk appetite...and fear appetite.
Let's not judge the rest..

Honestly, I also didn't expect sci to be sold generous to offer 4c divd.

In addition, the webcast just show how confident our new CEO Wong Kim Yin is on SCI's future.

ckmpd1      ( Date: 25-Feb-2021 09:57) Posted:

Price will rise and fall.  It is not wrong to take profit along the way.  Thos whoe sold at $1.88 can now buy back at $1.74.  they can sell  when it hits their profit target again at $1.88.  Each one of us has our own investment strategy
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ckmpd1
Supreme
25-Feb-2021 10:26     
 
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 Alert Admin 		Agree.

Every investor has different risk appetite and different investment horizon.  I buy SCI with a long term timeframe and am willing to weather the daily ups and downs.  I see good value in SCI.  The recent announcements confirmed my trust in SCI mgmt.

naoshingo      ( Date: 25-Feb-2021 10:23) Posted:

At one point I was also tempted to sell sci to buy OCBC Lion Share or even Wilmar... But glad that I didn't.

Different ppl different risk appetite...and fear appetite.
Let's not judge the rest..

Honestly, I also didn't expect sci to be sold generous to offer 4c divd.

In addition, the webcast just show how confident our new CEO Wong Kim Yin is on SCI's future.

ckmpd1      ( Date: 25-Feb-2021 09:57) Posted:

Price will rise and fall.  It is not wrong to take profit along the way.  Thos whoe sold at $1.88 can now buy back at $1.74.  they can sell  when it hits their profit target again at $1.88.  Each one of us has our own investment strategy
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naoshingo
Elite
25-Feb-2021 10:23     
 
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 Alert Admin 		At one point I was also tempted to sell sci to buy OCBC Lion Share or even Wilmar... But glad that I didn't.

Different ppl different risk appetite...and fear appetite.
Let's not judge the rest..

Honestly, I also didn't expect sci to be sold generous to offer 4c divd.

In addition, the webcast just show how confident our new CEO Wong Kim Yin is on SCI's future.

ckmpd1      ( Date: 25-Feb-2021 09:57) Posted:

Price will rise and fall.  It is not wrong to take profit along the way.  Thos whoe sold at $1.88 can now buy back at $1.74.  they can sell  when it hits their profit target again at $1.88.  Each one of us has our own investment strategy.

tangsookiam1947      ( Date: 25-Feb-2021 09:51) Posted:

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ckmpd1
Supreme
25-Feb-2021 10:11     
 
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 Alert Admin 		yes

Yes.  Take profits when time is ripe

Checkerman      ( Date: 25-Feb-2021 10:05) Posted:

In fact some have sold off above $1.8++ and bought back last few weeks when it was trading at 1.65

ckmpd1      ( Date: 25-Feb-2021 09:57) Posted:

Price will rise and fall.  It is not wrong to take profit along the way.  Thos whoe sold at $1.88 can now buy back at $1.74.  they can sell  when it hits their profit target again at $1.88.  Each one of us has our own investment strategy
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Checkerman
Master
25-Feb-2021 10:05     
 
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 Alert Admin 		In fact some have sold off above $1.8++ and bought back last few weeks when it was trading at 1.65

ckmpd1      ( Date: 25-Feb-2021 09:57) Posted:

Price will rise and fall.  It is not wrong to take profit along the way.  Thos whoe sold at $1.88 can now buy back at $1.74.  they can sell  when it hits their profit target again at $1.88.  Each one of us has our own investment strategy.

tangsookiam1947      ( Date: 25-Feb-2021 09:51) Posted:

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ckmpd1
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25-Feb-2021 10:03     
 
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 Alert Admin 		Yes.  I see wisdom in accumulating SCI at $1.7+.   

weekaykee      ( Date: 25-Feb-2021 10:00) Posted:

Just imagine when the market finally rerates it to 1.8 times Book Value in line with market norms for energy players, once there are clearer signs that SCI is indeed turning from Brown to Green.
SCI should reach $4+ in 3 years time.

FATABA      ( Date: 25-Feb-2021 09:55) Posted:

CGS-CIMB has reiterated " add" on the stock, with a slightly higher target price of S$1.97 from S$1.95 previously. SCI also trades at 0.8 times its P/BV (price-to-book value), cheap when stacked against regional power or utility plays - which are trading at around 1.8 times, CGS-CIMB noted.

This is what I mean ....all still using a lower figure where UTILITY counters are having much higher X of 1.8 as mentioned. 
Expect a RErate from them coming 1H 2021 result .
Dyodd
Happy investing. 


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weekaykee
Master
25-Feb-2021 10:00     
 
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 Alert Admin 		Just imagine when the market finally rerates it to 1.8 times Book Value in line with market norms for energy players, once there are clearer signs that SCI is indeed turning from Brown to Green.
SCI should reach $4+ in 3 years time.

FATABA      ( Date: 25-Feb-2021 09:55) Posted:

CGS-CIMB has reiterated " add" on the stock, with a slightly higher target price of S$1.97 from S$1.95 previously. SCI also trades at 0.8 times its P/BV (price-to-book value), cheap when stacked against regional power or utility plays - which are trading at around 1.8 times, CGS-CIMB noted.

This is what I mean ....all still using a lower figure where UTILITY counters are having much higher X of 1.8 as mentioned. 
Expect a RErate from them coming 1H 2021 result .
Dyodd
Happy investing. 

Joelton      ( Date: 25-Feb-2021 09:39) Posted:

Sembcorp a ' classic' for ESG investment
 
CGS-CIMB on Wednesday called Sembcorp Industries (SCI) a " classic stock" for environmental, social and governance (ESG) investment in the longer term given its proper communication of its renewable energy plans.
 
This came after SCI' s management stated on Tuesday that it is keen to shift the current renewable/thermal mix of 40/60 profit contribution in the medium term, details of which will be revealed at an " investor day" slated for May 2021.
 
" We see this as a key catalyst as SCI' s position in the renewable energy and urban solutions market is unmatched in the region," CGS-CIMB said in a research note.
 
CGS-CIMB has reiterated " add" on the stock, with a slightly higher target price of S$1.97 from S$1.95 previously. SCI also trades at 0.8 times its P/BV (price-to-book value), cheap when stacked against regional power or utility plays - which are trading at around 1.8 times, CGS-CIMB noted.
 
Meanwhile, UOB Kay Hian (UOBKH) maintained its " buy" call on SCI, with a lowered target price of S$2 from S$2.02 previously. It raised its target price-to-book multiple to one times from 0.9 times previously and pegged this to SCI' s 2021 book value per share of S$2.
 
SCI' s results were in line with UOBKH' s expectations. SCI had recommended a dividend of four Singapore cents per share - better-than-expected for the research team which had projected 2.5 cents per share.
 
Moving forward, UOBKH projects a 30 per cent payout ratio for SCI, implying a 3 per cent yield for 2021. It has upgraded its earnings forecasts for the conglomerate' s fiscal 2021 and 2022 by 14 per cent and 4 per cent respectively.
 
" In the past two years, SCI has built up its renewables portfolio, some of which will come to fruition in the near term," UOBKH said.
 
In light of better-than-expected performance from SCI' s energy business, the UOBKH research team has raised its net profit margin expectations to 5.5 per cent from 5 per cent for the segment for FY2021, and 6 per cent from 5.7 per cent for FY2022. UOBKH also expects overall year-on-year demand recovery for both energy and utilities.
 
The earnings upgrade was however tempered by the loss of income from divested assets in Panama and Chile, UOBKH said.
 
DBS Group Research has reinstated its coverage on SCI with " buy" , with a raised target price of S$1.85 from S$1.70 previously. It noted that SCI is nearing a perfect turnaround and is well-positioned to leverage the global focus on renewable energy.
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ckmpd1
Supreme
25-Feb-2021 09:57     
 
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 Alert Admin 		Price will rise and fall.  It is not wrong to take profit along the way.  Thos whoe sold at $1.88 can now buy back at $1.74.  they can sell  when it hits their profit target again at $1.88.  Each one of us has our own investment strategy.

tangsookiam1947      ( Date: 25-Feb-2021 09:51) Posted:

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