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SembCorp Industries
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Louistan
Senior |
16-Dec-2025 14:03
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Strangely, analysts are valuing Alinta differently from as low as 7 PE to 21PE. How can we take their analysis seriously when they can' t even agree on Alinta' s value? Analysts should not be surprised that SCI is taking on more debt since they already announced before the counter run up to $7.93, that they will be spending up to $14b to expand. Analysts should also know very well that the listing of its India operations can help to offset a large portion of the new debt. So why all this sudden focus on bigger debt? Seems like they are adjusting their price downwards to align themselves closer to SCI' s current price and not what they truly believe should be SCI' s value. |
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beetlejuice
Master |
16-Dec-2025 10:34
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There are 2 types of forecasters.
Those who dunno & those who dunno they dunno. 🃏
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papercut111
Member |
16-Dec-2025 10:19
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Good. then can buy more.
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papercut111
Member |
16-Dec-2025 10:18
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That day you said this leh " outlook will be bleak for the next 2 quarter. won' t be surprised to see price fall below 5" . Upgraded your quotes? just say it will fall below better for you.
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Checkerman
Master |
16-Dec-2025 10:01
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Confirmed will drop further . 5.3 - 5.4 is fair range
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Ling9345
Master |
16-Dec-2025 09:24
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Back to drop,gone case,$5,8 Again soon | ||||
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PiRPiR
Master |
15-Dec-2025 23:58
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After Sembcorp Industries (SCI) announced its acquisition of Alinta energy for A$6.5 ($5.6) billion, PhillipCapital?s Paul Chew still sees upside in Sembcorp Industries? shares as he sticks with his ?buy? call in his research note issued Dec 15.
However, he lowered the TP from August?s $7.90 to $7.10. Valuation is based on nine times of enterprise value to estimated adjusted ebitda for FY2025 and includes the book value of deferred payment note received from selling Sembcorp Energy India Limited in January 2023. Chew views the deal ?positively? for SCI and as a ?strategic entry? into a new source of sustainable growth. He writes that the deal is patmi accretive by 23% on a pro-forma basis excluding amortisation for 12 months earnings ended June, with enterprise value to ebitda experiencing a modest drop to 8.3 times. Scroll to continue https://www.theedgesingapore.com/capital/brokers-calls/phillipcapital-cuts-sembcorps-tp-710-maintains-buy |
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Wisedom
Senior |
15-Dec-2025 10:14
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Regarding Alinta's actual net profit of S$430M (A$500M) for the year 30.6.2025, it is almost 50% of SCI's net profit for the year 2024 on immediate basis. But not yet known as to how much interest cost from bridging loans. Wealthy funds like small family office have flowed into SCI with very strong growth prospects, particularly Alinta's 10.4 GW largely renewables in the development project pipeline. | ||||
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Delvyss
Elite |
15-Dec-2025 09:33
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Very useful financial metrics for this deal
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Alignment
Elite |
14-Dec-2025 21:42
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Not sure this is a good idea. Alinta has a chequered history. Also for important businesses above a certain size, Australian regulatory authorities going to be taking a close look and are not too friendly to foreigners. Many instances where they have bullied SIngaporean companies. | ||||
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PiRPiR
Master |
14-Dec-2025 13:11
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https://www.smh.com.au/business/companies/singaporean-giant-buys-major-australian-power-company-for-6-5-billion-20251211-p5nn1c.html | ||||
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Wisedom
Senior |
14-Dec-2025 11:07
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As a rating analyst of SCI, Sumedh Samant (Thai man) is a 2.29-star Wall Street Analyst at J.P. Morgan according to Tipranks website. 🤫 🤫 🤫 Pls note that JPM also operates as a hedge fund. | ||||
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Wisedom
Senior |
13-Dec-2025 10:47
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Don't be concerned anymore that Alinta Energy S$5.5bn acquisition is more than 50% of SCI's market capitalisation of abt $10.2 bn. Certain US-based analyst failed to know that SCI has planned $14bn investment for 2024 to 2028 for the purpose of meeting at least 25 GW renewable target by 2028 since this $14bn exceed more than 100% of SCI's market capitalisation, particularly given NO equity fundraising like rights issue or share placement. Out of $14bn, 50% is S$7bn from internal operating cash inflow/working capital, 30% is S$4.2bn from project loans and bonds under available S$5bn borrowing programme (which slightly exceed this 30%), 20% is S$2.8bn from capital recycling/partnership. So far, in capital recycling, SCI sold Sembcorp Environment for $410M. As well, in 7-8 months left to go, SCI will monetize India-based subsidiary through IPO listing which may be valued at less or more than $2.4bn. 2024 already saw $1.4bn cash inflow from operation while 2025-2028 will see at least $2bn operating cash inflow per year, totalling at least S$8bn. All these are likely achievable!
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beetlejuice
Master |
13-Dec-2025 09:03
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Exactly. The best time to build an ice cream factory is during winter.
I added more Sembcorp shares too.
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ysh2006
Supreme |
12-Dec-2025 20:33
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If wait for announcement you will not able to get good price.....SCI play hide and seek don't want let us buy and gain good profit lah..
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Wisedom
Senior |
12-Dec-2025 19:57
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Slight higher at 55.3M short positions. Just financial highlights of Alinta Energy: In the year ended June 2025, Alinta Energy posted a net profit of A$530 million (before income tax and non-controlling interests). Its net profit after tax for the 12 months to December 2024 was $301.3 million, an increase from $217 million the previous year. This acquisition for A$6.5bn translate to 12.2x compared to current 10.6x PER of SCI. On acquisition, it usually should be premium over valuation. However from several financial analysts' viewpoint, it will definitely bring a significant strategic growth and financial benefits to SCI with a pipeline of 10.4 GW development projects which are largely in renewables while the 1.2 GW fire coals power plant will be gradually phased out over several years by 2030 to fund the 10.4 GW development projects.
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Sgvale
Supreme |
12-Dec-2025 16:18
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One step forward on earning is good for shareholders.
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JurongW
Elite |
12-Dec-2025 15:29
Yells: "Earnings give weight, Chart give wings" |
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Sharing this news though it has been posted by Joelton. Easier to read due to the larger fonts. Sembcorp&rsquo s Alinta Energy buy: One step forward on earnings, two steps back on emissions? - The Business Times |
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Sgvale
Supreme |
12-Dec-2025 13:31
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Below $6 is cheap with Co. of this scale. Next week should see no more of current level
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Ling9345
Master |
12-Dec-2025 12:58
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Mission impossible | ||||
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