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Sembcorp Ind
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SembCorp Industries
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FATABA
Supreme |
12-Oct-2020 16:22
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any contract win will b a catalyst for SCI ......the BIG BIG catalyst wil still be SEIL IPO ( shld happen within next 6 mths I hope)  High volume today 9m+ shares as of now... and Kep Corp too ( 5+ M )  |
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danger
Supreme |
12-Oct-2020 16:18
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THE SEMBCORP GIANT I WAKING UP AFTER SLEEPING FOR WHOLE MONTH !!!
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1c2e3s
Veteran |
12-Oct-2020 15:29
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https://thefinance.sg/2020/09/22/paywall-sembcorp-industries-share-price-will-hit-3-00/
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freeme
Elite |
12-Oct-2020 15:28
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That $3 TP from Philips is based on pre-demerger of SMM. Given the current climate, when you just value SCI at full 1.0x PB, its nearing $1.84 - Fair value. If they can start to give reasonable dividend - 4-5%, likely it will be able to go pass $2. I wont want to shout $3 for the sake of making myself happy. -> long way to go  
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tangsookiam1947
Master |
12-Oct-2020 14:34
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How to get target price of $3?  if Indian energy business is about $1.8bilion , then it is only about $1 ?  current share price is $1.35 + $1 = $2.35 at most ... |
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danger
Supreme |
12-Oct-2020 14:15
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LOAD
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FATABA
Supreme |
12-Oct-2020 13:31
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136 wall torn down ....1M plus share eaten up ....on its way 
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danger
Supreme |
12-Oct-2020 13:27
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IPO of SEIL to crystalise value of SCI&rsquo s India business unit. While the timing of SEIL&rsquo s listing remains uncertain, we believe this will happen sooner rather than later. SCI had intended to re-file their prospectus on SEIL in 2019, but postponed this to have full control in December last year. As sole owner now, we believe SCI will have full flexibility to evaluate a full range of growth opportunities in the renewables segment, while at the same time evaluate the right equity window to list their India business more expediently, which we estimate to have a value of about INR98bn or S$1.8bn
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danger
Supreme |
12-Oct-2020 13:22
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To truly unlock the full value of Sembcorp Industries share price, the management must continue its effort in recycle capital through its energy and urban assets. And one of the major catalysts for Sembcorp Industries share price is the listing of the India business unit,  Sembcorp Energy India Ltd (SEIL). According to a report written by Phillip Capital written on 9 September 2020, the estimated value of the listing is worth a staggering  $1.8 billion. However, given the current climate, the IPO value should be at most $1.5 billion. With such tremendous catalyst, Sembcorp Industries share price could potentially hit $3.00. According to the SEIL recent annual report, the total assets amounted to INR 268 billion while total liabilities amounted to INR 168 billion. Thus, the book value for SEIL is INR 100 billion, which translated to Singapore dollars, amounted to  $1.8 billion.  Based on the current climate, if Sembcorp does list SEIL, I applied discounted valuation of 45% and derived the book value of $1 billion To revive Sembcorp Industries share price, I think the next move by the management should be the blockbuster IPO of its asset, SEIL. The fact that the Group increased its stake in SEIL to 100% means that the management is ready to take SCI to next level . |
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FATABA
Supreme |
12-Oct-2020 13:20
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1.5m 1.35 sellers taken so far ....now clear 1.36, I think 140 this week is possible.  Dyodd |
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danger
Supreme |
12-Oct-2020 11:16
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the gurus say $3 target price for unlocking value for India IPO
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naoshingo
Elite |
12-Oct-2020 10:29
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So early already 2.2M Shares traded....
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john_ric
Supreme |
12-Oct-2020 10:22
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no cheers for the new ceo. price stagnant! | ||||
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FATABA
Supreme |
12-Oct-2020 10:19
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nearly 4 mths since he took over .....SCI has alrdy cut off the cancer lump .  Kep has alrdy won contracts 
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danger
Supreme |
12-Oct-2020 10:18
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QUIETLY MOVING UP | ||||
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naoshingo
Elite |
09-Oct-2020 19:33
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Anyways, 1.33 close is still good.
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tangsookiam1947
Master |
09-Oct-2020 18:44
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SCI had earlier hit a recent high of $1.4....
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naoshingo
Elite |
09-Oct-2020 10:57
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SCI building strong support at 1.30 price point.... 1.36 will be a tough  resistance to break...because anyting onward from this price.....SM is practically FREE,,,, If it breaks,,,,BIG HUAT all the way.,... Esp the pre-demerger SCI SH.... |
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FATABA
Supreme |
09-Oct-2020 08:22
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All SCi need is one project announcment and these shortist will run road.  Even without ....w clean energy and it power energy in India , I think SCi has a great potential . Dow up / Future up  Wow if India energy list out ....there will be a big REvaluation for SCI  Good luck  Dyodd |
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naoshingo
Elite |
08-Oct-2020 22:06
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I think Trumpet might any moment announce the availability of the vaccine... Good luck to the shortist..
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