Post Reply
181-200 of 16272
going below 7.
did I miss it ? Please come back
got news meh .... ???
i think it will come back. not even close to 8.06
not easy to reach 7.50
sell on news yesterday at 7.18
Tob231 ( Date: 16-Apr-2026 14:13) Posted:
Indeed, a fantatsic news .... $8.06
if can reach $7.5 i am very happy 😃 |
|
When it does reach 7.50, aim for $10.Tob231 ( Date: 16-Apr-2026 14:13) Posted:
Indeed, a fantatsic news .... $8.06
if can reach $7.5 i am very happy 😃 |
|
Pretty good, I had watched this chinese drama as well. beetlejuice ( Date: 16-Apr-2026 09:20) Posted:
This one lagi awesome, 气 势 磅 礴 .
https://youtu.be/EkOWgwV3iwY?si=gkrydh9DqEs-jlfv
JurongW ( Date: 15-Apr-2026 23:26) Posted:
|
|
|
Indeed, a fantatsic news .... $8.06
if can reach $7.5 i am very happy 😃
UOB Kay Hian doubles down on Sembcorp with higher target price of $8.06
With the Middle East conflict prolonging, countries have been scrambling to find alternative sources of energy. One alternative fuel is coal. Despite being polluting, coal is relatively cheap and reliable, suitable for supporting nations as they seek to mitigate the energy crisis.
Against this backdrop, UOB Kay Hian (UOBKH) analyst Adrian Loh is reinforcing his confidence in Sembcorp Industries. In his report dated Apr 15, Loh is maintaining his &ldquo buy&rdquo call at a higher target price of $8.06 from $7.10.
The analyst&rsquo s optimism is fuelled by the imminent completion of Sembcorp&rsquo s acquisition of Alinta Energy, an Australian electricity generator and gas retailer. To recap, Sembcorp announced that it had entered into an agreement to purchase Alinta for an enterprise value of A$6.5 ($5.6) billion in December 2025.
Loh expects the Alinta deal to be completed by the end of 1H2026. He points out that the acquisition is earnings accretive immediately, with pro-forma earnings per share for the 12 months to end 1HFY2025 rising by 14% to $0.65 and return on equity rising to 22.5% from 19.7%. Incorporating Alinta&rsquo s 3.4GW of installed and contracted generating assets into Sembcorp&rsquo s earnings, Loh estimates Sembcorp&rsquo s earnings to rise by 16-25% for FY2026 to FY2028.
The way Loh sees it, the expansion into the Australian market rebalances Sembcorp&rsquo s geographic risk profile as Singapore and the UK combined represented just 28% of attributable capacity with OECD markets increasing to 37% of capacity and 64% of underlying net profit post-acquisition. He believes Australia&rsquo s stable regulatory environment, strong rule of law, and transparent energy market structures enhances the resilience and sustainability of the company&rsquo s portfolio.
Loh is also upbeat about Alinta&rsquo s performance. He points out the company leads its peers with 2024 ebitda margin at 19% while being structurally long in generation capacity with volumes sold exceeding generation output by 5.5 TWh in 2025. For him, Alinta is well-positioned to Australia&rsquo s energy transition due to its 10.4GW development pipeline, skewed towards battery energy storage solutions (BESS) and wind.
In the near-term, this development pipeline will add 33% of capacity or 2.2 GW of gas, wind and BESS to Sembcorp&rsquo s development pipeline of 6.6 GW. Longer-term, Alinta will contribute 8 GW to Sembcorp&rsquo s pipeline of 69 GW, taking total development options to 78 GW globally. Given Australia' s energy transition and Alinta' s existing assets which include transmission and grid proximity, Loh believes the renewable optionality is strategically significant by lowering execution risk.
From his perspective, Alinta&rsquo s coal-fired Loy Yang B powerplant has transformed from a liability into an asset in light of the energy crisis. With the Strait of Hormuz being &ldquo blocked&rdquo limiting exports of oil and gas, coal has become the primary bridge fuel substituting oil and LNG imports across Asia.
Thus, as one of the lowest-cost coal generators with its short-run marginal cost of power generation at just A$22/MWh, Loy Yang B offers reliable, price-competitive baseload generation and is now seen as a dispatchable baseload asset, presumably a critical component of Sembcorp&rsquo s portfolio.
Valuing Sembcorp at 11.8 times of P/E or one standard deviation above the company&rsquo s three-year average of 8.9 times, UOBKH calculates the counter to be worth $8.06 based on forecasted FY2027 earnings per share
This one lagi awesome, 气 势 磅 礴 .
https://youtu.be/EkOWgwV3iwY?si=gkrydh9DqEs-jlfv
JurongW ( Date: 15-Apr-2026 23:26) Posted:
|
Fly, Baby, fly - Sembcorp wings are soaring high
$10 could be the new runway!
European institutional investors have maintained a consistent presence in Sembcorp Industries (SGX:U96), accounting for approximately 12% to 13% of the company's shareholding base. Analysts noted increasing appeal for DACH investors who view Sembcorp Industries as a defensive and growth stock with high dividend yield in the coming years and as a buffer against European energy shocks. They have shifted to this stock from low dividend yield European stocks. Wealthy funds (from wealthy families) have flown into this stock for this week.
We have nothing, nothing, nothing......if we dont have you, Sembcorp
(300) Whitney Houston - I Have Nothing (Official HD Video) - YouTube
Now it' s 709/710. Perhaps 710 or 711 should be the max today.
More than 400K shares queuing to sell at 710.
JurongW ( Date: 15-Apr-2026 15:47) Posted:
Now it' s 706/707 - Strong momentum after 705 got taken out.
Institutional investors are definitely picking up where they left off last week.
 |
|
Now it' s 706/707 - Strong momentum after 705 got taken out.
Institutional investors are definitely picking up where they left off last week.
Glad to hear from you so soon.
Meanwhile, SCI will continue going up with small retracement along the way until we hear from you again
Checkerman ( Date: 15-Apr-2026 15:35) Posted:
Dear Mr JurongW,
I' m waiting for the right opportunity to sell down
JurongW ( Date: 15-Apr-2026 15:21) Posted:
Dear Mr Checkerman,
At what price do u see Sembcorp starting to turn red. Now up by 15 cents
Does it still have the legs to reach 800?
Seeking inputs from you based on your proprietary gut-feel indicator.
Thank you.
|
|
|
|
Dear Mr JurongW,
I' m waiting for the right opportunity to sell down
JurongW ( Date: 15-Apr-2026 15:21) Posted:
Dear Mr Checkerman,
At what price do u see Sembcorp starting to turn red. Now up by 15 cents
Does it still have the legs to reach 800?
Seeking inputs from you based on your proprietary gut-feel indicator.
Thank you.
JurongW ( Date: 15-Apr-2026 12:11) Posted:
My turn to pick up from Mr Checkerman
Endless wave of green today |
|
|
|
Dear Mr Checkerman,
At what price do u see Sembcorp starting to turn red. Now up by 15 cents
Does it still have the legs to reach 800?
Seeking inputs from you based on your proprietary gut-feel indicator.
Thank you.
JurongW ( Date: 15-Apr-2026 12:11) Posted:
My turn to pick up from Mr Checkerman
Endless wave of green today
JurongW ( Date: 14-Apr-2026 12:38) Posted:
Of course it is turning red today, anyone can see that on the chart. The real test is whether you could forecast the drop yesterday.
Markets do not move in straight lines. It is like pooping, you do not expect it every day, but you know it is part of the cycle.
Or like a route march, you cannot march non stop. You need pauses to rest, drink water, cool down, before resuming the march.
Price action works the same way, bursts of momentum followed by natural breaks. |
|
|
|
What a surprise, now SCI is trading at 704/705. Already up by whopping 15 cents today
Maybe can cheong to test 709/710 later. High volume of shares queuing to sell at 710
JurongW ( Date: 15-Apr-2026 13:52) Posted:
Sembcorp may have completed its good run up today, respecting the resistance at 0.618 fibo level.
Once cleared, next level to watch is 7.11
 |
|
Sembcorp may have completed its good run up today, respecting the resistance at 0.618 fibo level.
Once cleared, next level to watch is 7.11
