Sembcorp Ind    Last:6.21    -0.08

SembCorp Industries

Checkerman is the alias of a young music producer from Las Vegas, known online as &ldquo prodcheckerman.&rdquo He creates and shares hip-hop and rap instrumentals, often described as Lil Yachty or Plaqueboymax-type beats, and distributes them through YouTube, Instagram, and Discord for artists to use under specific licensing terms.

Perhaps his hidden talent lies in Music instead of stocks.

msksmsks      ( Date: 15-Apr-2026 12:20) Posted: He' s a perpectual Bear ....LOL   JurongW      ( Date: 13-Apr-2026 16:49) Posted: Checkerman - Do show your chart on how Sembcorp can reach 6.50. Always good to share something different that others cannot see on their own chart, unless it' s based on your gut-feel, which miraculously can be a powerful indicator that only a rare few possess.

 

He' s a perpectual Bear ....LOL
 

JurongW      ( Date: 13-Apr-2026 16:49) Posted: Checkerman - Do show your chart on how Sembcorp can reach 6.50. Always good to share something different that others cannot see on their own chart, unless it' s based on your gut-feel, which miraculously can be a powerful indicator that only a rare few possess.

 

UOBKH - We maintain our BUY rating on SCI with a higher target price of S$8.06 (previously S$7.10).
Our target price uses a target PE multiple of 11.8x which is 1SD above the company&rsquo s 3-year average of 8.9x and is applied to our 2027 forecast EPS.

https://research.uobkayhian.com/content_download.jsp?id=90170& h=67dccde846c23b451a1dba991bf17f3a& utm_medium=email& _hsenc=p2ANqtz-9xKntT4SomIzC5BWtfoV4NXzMfDbu_MXK2tPpnrmv8U0IhZ2MhRBa8nmCrCPmWlOs4bXwZ6hKvRXAou1P6UYcW0CfbkA& _hsmi=413815907& utm_content=413815907& utm_source=hs_email

 

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. Checkerman      ( Date: 14-Apr-2026 11:22) Posted: turning red today

 

Very Shiok $7.05

 

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.

Checkerman      ( Date: 14-Apr-2026 11:22) Posted: turning red today JurongW      ( Date: 13-Apr-2026 14:57) Posted: Could be on its way to test the prior high at 7.11 this week.

 

turning red today

JurongW      ( Date: 13-Apr-2026 14:57) Posted: Could be on its way to test the prior high at 7.11 this week. JurongW      ( Date: 13-Apr-2026 14:11) Posted: Sembcorp still steady,  now at 692/693 Checkerman - What' s your outlook? Still maintaining your view that it will pull back to 650?

 

Let me guess - is it market certainty and drop in oil price to cause share price to drop to 6.50?

JurongW      ( Date: 13-Apr-2026 17:03) Posted: So in the short term how high can it go due to market uncertainty and spike in oil price since anything can happen : What would cause sembcorp to drop to 6.50 or even lower? Checkerman      ( Date: 13-Apr-2026 16:59) Posted: market uncertainty and the surge in crude oil prices has given the strong momentum . anything can happen

 

So in the short term how high can it go due to market uncertainty and spike in oil price since anything can happen :

What would cause sembcorp to drop to 6.50 or even lower?

Checkerman      ( Date: 13-Apr-2026 16:59) Posted: market uncertainty and the surge in crude oil prices has given the strong momentum . anything can happen JurongW      ( Date: 13-Apr-2026 16:49) Posted: Checkerman - Do show your chart on how Sembcorp can reach 6.50. Always good to share something different that others cannot see on their own chart, unless it' s based on your gut-feel, which miraculously can be a powerful indicator that only a rare few possess.

 

market uncertainty and the surge in crude oil prices has given the strong momentum . anything can happen

JurongW      ( Date: 13-Apr-2026 16:49) Posted: Checkerman - Do show your chart on how Sembcorp can reach 6.50. Always good to share something different that others cannot see on their own chart, unless it' s based on your gut-feel, which miraculously can be a powerful indicator that only a rare few possess.

 

Checkerman - Do show your chart on how Sembcorp can reach 6.50.

Always good to share something different that others cannot see on their own chart, unless it' s based on your gut-feel, which miraculously can be a powerful indicator that only a rare few possess.
 

 

 

Could be on its way to test the prior high at 7.11 this week.

JurongW      ( Date: 13-Apr-2026 14:11) Posted: Sembcorp still steady,  now at 692/693 Checkerman - What' s your outlook? Still maintaining your view that it will pull back to 650? JurongW      ( Date: 07-Apr-2026 15:12) Posted: It' s still resilient, now up 3 cents at 6.81...steady as she goes... pullback to 6.50 is too drastic, likely to be 6.65 first if there is a correction after a healthy run-up of cos u can' t rule out 6.50 either. Do continue to update all on the future direction.

 

Sembcorp still steady,  now at 692/693

Checkerman - What' s your outlook?
Still maintaining your view that it will pull back to 650?

JurongW      ( Date: 07-Apr-2026 15:12) Posted: It' s still resilient, now up 3 cents at 6.81...steady as she goes... pullback to 6.50 is too drastic, likely to be 6.65 first if there is a correction after a healthy run-up of cos u can' t rule out 6.50 either. Do continue to update all on the future direction.   Checkerman      ( Date: 07-Apr-2026 09:35) Posted: repeat failure to clear 68.3 suggests resistance remains strong pullback towards 6.50 looks possibl

 

Great info.  Let me list the 5 catalysts in bullet points for ease of reference for the benefit of all readers:

• High retail gas and electricity retail price, up to 20% across Australia, India, Singapore. This high retail price will more likely be persistent
•  
• Pending Completion of Alinta Energy acquisition by 1H 2026 with 10.4 GW largely renewables in the development pipeline
•  
• IPO listing of all India assets by 3Q 2026
•  
• Completion of 600MW Hydrogen power plant by the end of 2026 which increase gas-fired power capacity by 50%
•  
• 60%-70% dividend policy from FY2026 onward.

Conclusion: 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.

 

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.

Wisedom      ( Date: 04-Apr-2026 23:25) Posted: Big drop down to 52.5M short positions. As of end March 2026, foreign institutional investors hold a significantly larger portion of Sembcorp Industries than local institutional investors. Retail investors down significantly so it is easily predicted that SCI stock is likely hard to fall. Many retail investors already sold for quick and high gain. The dividend ex-date will be 5 May 2026. Most likely, the foreign investors flow more $ into SCI stock to receive dividend of 16 cents per share and then keep for a long term to earn higher dividend yield with SCI's 60% - 70% dividend policy from FY2026 onward for which SCI and Alinta Energy is expected to post at least S$2 billion operating cash inflow in order to reduce heavy debt fast. Wisedom      ( Date: 27-Mar-2026 19:23) Posted: Edged up slightly to 66.9M short positions week on week. There has been no sign of shortlists winding down their positions for several weeks since the full year 2025 result was last out. Good news that SCI keep promise of delivering 60%-70% dividend payout for next FY 2026, much up from 44%. Factoring in Alinta Energy's net profit Fy2025 of A$530M (S$480) and allowing for approx $190M interest expenses for FY2026 (4% interest x S$4.8b) netting about $290M profit, this dividend payout will work out to be 44 cent to 51 cents per share given 60%-70% dividend policy, much up from current FY 2025 dividend of 25 cent per share. This translate to 6.9%-7.9% dividend yield given now closing price of 6.50, ignoring the growth rate of Alinta Energy for FY2026. This is much better than REITs with 90% dividend policy. Very important catalysts coming is the completion of Alinta Energy acquisition and IPO listing of SCI's indian assets a a whole that will definitely lead to more hot and strong buy of DACH investors as well as other institutional investors toward $8-$9. Keep invested! Try not to make early and quick gain from investing.

 

Singapore Market Outlook 2026: DBS Insights on US-Iran Ceasefire, Top Equity Picks & Safe Haven Trends 1 Posted on April 9, 2026 at 8:41 am (GMT+8)... Recommending Sembcorp Industries as top stock pick as the company is the net beneficiary of high gas price hike and volatility.

seanpent      ( Date: 10-Apr-2026 09:44) Posted: Magic hands ... just done collection at 6.86

 

Magic hands ... just done collection at 6.86

 

Deon Loke Published Thu, Apr 9, 2026 · 01:12 PM Banks and utilities as macro hedges As the Middle East conflict continues to drive energy prices higher, RHB recommends Sembcorp Industries : U96 +0.45% as a primary macro hedge. The upcoming Q3 electricity tariff reset is expected to be materially steeper, which will benefit generation asset owners with both regulated and merchant capacity. ?Sembcorp benefits directly from both the regulated tariff reset in Q3, which will fully reflect the doubled fuel price for the first time, and from unregulated merchant power pricing in a high-energy-cost environment,? RHB said.

 

It' s still resilient, now up 3 cents at 6.81...steady as she goes...
pullback to 6.50 is too drastic, likely to be 6.65 first if there is a correction after a healthy run-up
of cos u can' t rule out 6.50 either.
Do continue to update all on the future direction.
 

Checkerman      ( Date: 07-Apr-2026 09:35) Posted: repeat failure to clear 68.3 suggests resistance remains strong pullback towards 6.50 looks possible seanpent      ( Date: 07-Apr-2026 09:21) Posted: 6.90 just round the corner