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Sembcorp Ind    Last:6.21    -0.08

SembCorp Industries

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Tob231
    28-Apr-2026 13:02  
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very worried when people quote high TP ... the last some " kind of analyst said $8.05" before it even reached 7.5
it starts tumbling down .... don' t worry i am supporting the price now 
😅
someone said 8.44 ... tolong sedikit
7.50 i happy liao 
supporter please hodl steady, don' t let it drop below 6.6 
加 油
 
 
Wisedom
    28-Apr-2026 11:33  
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Is Sembcorp Industries Ltd stock A Buy? Several of the signals/indicators are negative, and we believe that this will affect on the development for the next days and maybe possible weeks. However, over time, we think that today's level holds a possible buying opportunity and that the price will be higher during or at the end of this 3-month period with 90% probability of rising to the highest $8.44. (This period will coincide with firstly Alinta Energy Acquisition completion by June 2026 and secondly IPO listing of Indian assets by Aug 2026. AGM is held tomorrow at 2.30pm, and this stock may start roaring loudly)
 
 
Tob231
    28-Apr-2026 09:55  
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don' t worry first resistance failed, we have further support.

 
 

 
Tob231
    28-Apr-2026 09:27  
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Holding up well at 6.67
Checkerman, you will be disappointed 
 
 
Tob231
    28-Apr-2026 09:22  
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should not go below 6.6 psychological barrier
 
 
Tob231
    28-Apr-2026 09:21  
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should not go below 6.6 psychological barrier
 

 
Tob231
    28-Apr-2026 09:18  
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Probably consolidation

Checkerman      ( Date: 28-Apr-2026 09:05) Posted:

More downside . Will break 6.50

 
 
Tob231
    28-Apr-2026 09:11  
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Both Keppel and SCi are hit, which one is the better buy in 2026 ?
 
 
Checkerman
    28-Apr-2026 09:05  
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More downside . Will break 6.50
 
 
PiRPiR
    26-Apr-2026 21:57  
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https://www.omanobserver.om/article/1188508/business/energy/sembcorps-energy-portfolio-in-oman-climbs-to-11-gw

MUSCAT, APRIL 25

Singaporean state-owned energy and urban development company Sembcorp Industries has consolidated its presence in Oman's utility services sector, notably by securing a new 10- year Power and Water Purchase Agreement for the Salalah Independent Water and Power Plant (IWPP), starting from April 2027.

The renewed contract, awarded recently by Nama Power and Water Procurement Company (PWP) - the sole national offtaker of power and water
ensures the continued supply of 465 MW of electricity and 15 million imperial gallons of water per day from the integrated, gas-fired complex in Salalah beyond the expiry of the current agreement.

"The renewal reinforces our strong partnership with Nama Power and Water Procurement Company and supports the long-term sustainability of our energy portfolio in the country", the developer said in a statement.

First brought into commercial operation in 2009, Salalah IWPP is currently the largest integrated power and water project in Salalah, providing baseload power and desalinated water to Dhofar Governorate.

The year 2025 also represents a high point in Sembcorp's investment journey in Oman's transition from a predominantly gas-powered power generation sector into a renewables- based sector. The company, in partnership with Jinko Power of China, brought into operation the 588 MWp Manah II Solar Independent Power Project - one of the largest utility- scale solar developments in the Sultanate of Oman. The facility, located in the Wilayat of Manah in Al Dakhiliyah Governorate, is among Sembcorp's largest solar assets globally.

Later that year, the partnership of Sembcorp and OQ Alternative Energy was awarded the mandate to implement the 125 MW Dhofar II Wind Power Project under a 20-year Power Purchase Agreement (PPA) with Nama PWP. Slated for launch in the third quarter of 2027, the project heralds Sembcorp's maiden foray into the wind energy sector in the Middle East.

Taken together, Sembcorp's energy portfolio in the Sultanate of Oman has expanded to around 1.1 gigawatts of capacity, positioning the company as a key partner in the country's lower-

carbon energy transition.

Oman, along with the United Arab Emirates (UAE), represents a strategically important market for the Singaporean firm. Its portfolio in the Middle East comprises renewable energy, gas-fired power and water infrastructure assets, underpinned by long-term contracts that provide stable cash flows and support national energy transition objectives.

Sembcorp operates a diversified 28.5 GW global energy portfolio, which includes a sizable renewables component of 20.4 GW, supported by long-term contracted assets across core markets, including India and the Middle East.

Oman Observer is now on the WhatsApp
 

 
belugacat
    26-Apr-2026 21:23  
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Sembcorp don' t recover better because the war is not getting worst. What is the point of Sembcorp going higher while the Middle East crisis to remain unsolved and escalating?
 
 
PiRPiR
    26-Apr-2026 15:41  
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Biz Times 24 Apr

SINGAPORE] Sembcorp Industries has moved to address shareholders? concerns regarding energy security, stating that its Singapore gas supply remains insulated from the escalating Middle East conflict.In a series of responses to substantial questions ahead of its 28th annual general meeting (AGM), the energy giant on Friday (Apr 24) said that its diversified portfolio of piped natural gas (PNG) and liquefied natural gas (LNG) from multiple global origins mitigates near-term disruption risks.?In Singapore, our gas supply remains secure with no anticipated disruptions in the near term, underpinned by a diversified portfolio of long-term natural gas supply contracts across both PNG and LNG from multiple global origins,? Sembcorp said.

It added that its upcoming LNG cargo deliveries for 2026 do not originate from the Middle East. Its portfolio in Singapore also includes solar and battery, further diversifying its energy mix.Sembcorp also highlighted a potential silver lining for Sembcorp Power and Senoko Energy.

As its power contracts are largely structured on a cost pass-through basis or supported by hedging, higher feedstock costs are not expected to dent margins significantly.

Instead, ?with wholesale prices having risen, both businesses may stand to benefit from selling excess capacity into the spot market and, if sustained, from improved recontracting economics over time?, the company said.Operational focus and regulatory outlookIn response to a query on whether the company intends to increase its ownership stake in Senoko Energy, Sembcorp clarified it has ?no plans at present? to do so. It currently holds a 50 per cent stake in the energy supplier. ?As a portfolio, Sembcorp will focus on operational synergies and enhancing the efficiency of its Singapore power assets as well as supporting national energy security,? it said.

Separately, addressing fears of windfall taxes ? an issue that has dogged energy firms in the West ? the company stated it does not expect to be affected in Australia or the UK.Its Australian subsidiary Alinta Energy is not involved in gas production or export, exempting it from direct export taxes.?No material impact on Alinta Energy is expected if a gas export tax (were to be) introduced,? it said.In the UK, the government has indicated that it will impose higher windfall taxes on certain older wind, solar and biomass plants that choose not to move onto fixed-priced electricity contracts.Sembcorp clarified that it does not operate wind or solar assets in the UK, and its biomass plant operates under a structured subsidy framework that falls outside current windfall tax thresholds.Board flags dividend confidenceSignalling a bullish outlook for the year ahead, Sembcorp said: ?The higher dividend proposed this year reflects our confidence in the company?s future performance and ability to generate sustainable returns. We will continue to review our dividend policy.?queries regarding the criteria for increasing the dividend payout ratio beyond just cash-flow generation, the board underscored its commitment to long-term sustainability.The company clarified that it adopts a five-year horizon when assessing payouts, factoring in the group?s overall financial position, earnings sustainability and the capital required for organic growth and committed investments.The AGM will be held in a physical format at the Raffles City Convention Centre on Apr 29.Shares of Sembcorp closed 0.6 per cent or S$0.04 lower at S$6.81 on Friday.
 
 
Wisedom
    24-Apr-2026 19:52  
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Very slow decline to 48.8M shorted shares. Next week will test key resistance level of $7. Successful breakdown above this level will open the road toward new high! Refer to Q&A as announced today on SGC website. This is a great news for investors! Sembcorp may secure a long term income - rental plus share of profit on large high powered land in UK with one or few hyperscalers where there are heavy data centres in response to high AI demand.

Wisedom      ( Date: 17-Apr-2026 19:33) Posted:

Small decline to 49.5M short position. No matter how high the electricity price is persistently over coming months in SCI's favour, completion of Alinta Energy acquisition will have a great impact on SCI's bottomline, IPO listing of India assets on SCI's cash flow and profitability. SCI's FY2025 PER of 12.69 should be aligned well with STI's average PER of 15.98 as of yesterday. So it is cheap and still appealing to foreign investors as long as 60%-70% dividend policy take effect from FY2026 onward with SCI's forecasted FY2026 PER of 10. Next week may see more funds flowing into SCI stock. Within next 2 months will likely see $8-$9.

Wisedom      ( Date: 10-Apr-2026 19:15) Posted:

Edge down slightly to 51.6M short position. SCI still remain 2nd heaviest short position at about 3% of total issued shares in all SG stocks. Recently, DACH investment inflow into only two stocks such as Yangzijiang and SCI has still been strong since mid March 2026 in hunting for high dividend yield. 5 big factors driving up SCI are 1) high retail gas and electricity retail price, up to 20% across Australia, India, Singapore. This high retail price will more likely be persistent 2) Pending Completion of Alinta Energy acquisition by 1H 2026 with 10.4 GW largely renewables in the development pipeline, 3) IPO listing of all India assets by 3Q 2026, 4) Completion of 600MW Hydrogen power plant by the end of 2026 which increase gas-fired power capacity by 50%, and 5) 60%-70% dividend policy from FY2026 onward. SCI's cash inflow will be very strong from recurring utility revenue, capital recycle of assets, especially India assets through IPO listing and Alinta Energy's strong growth prospect for coming years and beyond. SCI current market price is still cheap at dividend yield of 3.8% for Fy2025 and expected 6.5%-7.5% yield for FY2026.


 
 
Louistan
    24-Apr-2026 17:07  
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Positive response. Based on the responses, i will it it should go higher and current price weakness is just a correction.

JurongW      ( Date: 24-Apr-2026 16:46) Posted:


 
 
JurongW
    24-Apr-2026 16:46  
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JurongW
    23-Apr-2026 15:42  
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beetlejuice
    23-Apr-2026 13:49  
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Average annual prices of Sembcorp from 2020 to 2025 are $1.71, $1.91, $2.84, $4.69, $5.16 and $6.31 respectively. This means the company must be doing something very right. Isn't it better for us retail investors, esply long term ones, to be right over years than to be right over days? & btw, who will take a certain "forecaster" here who's mostly wrong in his daily forecasts seriously? 🃏
 
 
Louistan
    23-Apr-2026 13:30  
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SCI went up from $6 mianly because of rising oil / gas prices which will allow it to make more profits. And oil prices even if the war ends tomorrow are expected to remain elevated for one year or more because the damage already done. So very good chance SCI will cross $7 again in the very near future.

msksmsks      ( Date: 23-Apr-2026 12:43) Posted:

Bro Tob231,

With 16ct dividend, nobody wl know whether after XD, wl
price go below $6.50 ?  It may drop less than or more than
16ct and if miraculously turned positive which I' ve seen
it b4 for some other counters .

Question is yr holding cost ?  u hv to decide whether worthwhile
to hold for the dividend or not ..

Fundamentally,, it agurs well for SCI  with the Alinta acqusition,
as it delivers immediate earnings and returns accretion   

And gg fwd, both top and bottom line wl be raised including 
dividend payout.

Technically, SCI meanwhile  support ard 6.65 and getting
bottomish soon.

Do not feel despair when u are buying a good company
with good earnings and dividend payout .   

I wish u good luck and success 

Cheerz 

 

Tob231      ( Date: 23-Apr-2026 12:07) Posted:

I will with what Msks2 because I feel more at ease ...
Checkerman " will fallbelow 6.50 after XD" makes my heart sad and lost my appetite ... sian I could have released it, if not for that lousy good for nothing analyst that said, " $8.05"
taim tiam hold 


 
 
msksmsks
    23-Apr-2026 12:43  
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Bro Tob231,

With 16ct dividend, nobody wl know whether after XD, wl
price go below $6.50 ?  It may drop less than or more than
16ct and if miraculously turned positive which I' ve seen
it b4 for some other counters .

Question is yr holding cost ?  u hv to decide whether worthwhile
to hold for the dividend or not ..

Fundamentally,, it agurs well for SCI  with the Alinta acqusition,
as it delivers immediate earnings and returns accretion   

And gg fwd, both top and bottom line wl be raised including 
dividend payout.

Technically, SCI meanwhile  support ard 6.65 and getting
bottomish soon.

Do not feel despair when u are buying a good company
with good earnings and dividend payout .   

I wish u good luck and success 

Cheerz 

 

Tob231      ( Date: 23-Apr-2026 12:07) Posted:

I will with what Msks2 because I feel more at ease ...
Checkerman " will fallbelow 6.50 after XD" makes my heart sad and lost my appetite ... sian I could have released it, if not for that lousy good for nothing analyst that said, " $8.05"
taim tiam hold 


msksmsks      ( Date: 23-Apr-2026 09:48) Posted:

NATO as usual.....
and always with moving target 
and proven countless times.

SCI is still on uptrend .   

Price decline only becz its overbght as it
had climbed fm 5.6 to 7.2

Price don go up or down in linear fashion

After a decent retracement, it wl resume
its uptrend.

Letz C


 


 
 
Tob231
    23-Apr-2026 12:07  
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I will with what Msks2 because I feel more at ease ...
Checkerman " will fallbelow 6.50 after XD" makes my heart sad and lost my appetite ... sian I could have released it, if not for that lousy good for nothing analyst that said, " $8.05"
taim tiam hold 


msksmsks      ( Date: 23-Apr-2026 09:48) Posted:

NATO as usual.....
and always with moving target 
and proven countless times.

SCI is still on uptrend .   

Price decline only becz its overbght as it
had climbed fm 5.6 to 7.2

Price don go up or down in linear fashion

After a decent retracement, it wl resume
its uptrend.

Letz C


 

Checkerman      ( Date: 23-Apr-2026 09:03) Posted:

short lia


 
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