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PhillipCapital replaces Singtel with Sembcorp in latest quarterly portfolio
The PhillipCapital research team has replaced Singapore Telecommunications with Sembcorp Industries in its latest quarterly " Absolute 10" portfolio, on the premise that the latter' s pending $4.8 billion acquisition of Alinta Energy will drive earnings growth ahead.
" Gas trading operations will benefit from the rise in LNG prices. Potential listing of India&rsquo s renewable energy portfolio is another positive catalyst," says PhillipCapital.
In his March 2 report on Sembcorp Industries, Paul Chew, who leads the research team, has an " accumulate" call and $7 target price on this counter.
On the other hand, given higher inflation and weaker macro conditions ahead, consumption of telco services in emerging markets may be impacted, warns PhillipCapital. Singtel owns significant stakes in leading mobile operators of India, Indonesia, Thailand and the Phillipines.
Besides Sembcorp, the new addition, the other nine counters maintained in the portfolio by Chew' s team for the current 2Q 2026 are: DBS Group Holdings, Oversea-Chinese Banking Corp Stoneweg Europe Trust, Frencken Group, Geo Energy Resources, Prime US REIT, Wee Hur Holdings, City Developments and Keppel.
Sembcorp shares, as at 2.18 pm, was up 0.74% to $6.80 Singtel was up 0.8% to $5.03.
Next target area --> 6.77 to 7.04 (0.5 to 0618 fibo)
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
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6.90 just round the corner
$7 is too low as now its share price is already $6.78
Who knows, Phillip may revised it higher, say $10 once there are more visibility on its FY26 earnings.
PiRPiR ( Date: 06-Apr-2026 22:09) Posted:
PhillipCapital replaces Singtel with Sembcorp in latest quarterly portfolio
The Edge Singapore
The Edge Singapore
Mon, Apr 06, 2026 ? 02:19 PM GMT+08 ? 1 min read
The PhillipCapital research team has replaced Singapore Telecommunications with Sembcorp Industries in its latest quarterly "Absolute 10" portfolio, on the premise that the latter's pending $4.8 billion acquisition of Alinta Energy will drive earnings growth ahead.
"Gas trading operations will benefit from the rise in LNG prices. Potential listing of India?s renewable energy portfolio is another positive catalyst," says PhillipCapital.
In his March 2 report on Sembcorp Industries, Paul Chew, who leads the research team, has an "accumulate" call and $7 target price on this counter.
===== paywall ======
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PhillipCapital replaces Singtel with Sembcorp in latest quarterly portfolio
The Edge Singapore
The Edge Singapore
Mon, Apr 06, 2026 ? 02:19 PM GMT+08 ? 1 min read
The PhillipCapital research team has replaced Singapore Telecommunications with Sembcorp Industries in its latest quarterly "Absolute 10" portfolio, on the premise that the latter's pending $4.8 billion acquisition of Alinta Energy will drive earnings growth ahead.
"Gas trading operations will benefit from the rise in LNG prices. Potential listing of India?s renewable energy portfolio is another positive catalyst," says PhillipCapital.
In his March 2 report on Sembcorp Industries, Paul Chew, who leads the research team, has an "accumulate" call and $7 target price on this counter.
===== paywall ======
This fellow spend at crazy premium price. I only buy at 5.45leh
dontbetray ( Date: 05-Apr-2026 17:30) Posted:
Insider bot 1,496,900 shares for S$10,027,998
which is 6.699 average price on 1 April |
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Insider bot 1,496,900 shares for S$10,027,998
which is 6.699 average price on 1 April
May be dividend may increase again!
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. |
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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.
Wisedom ( Date: 20-Mar-2026 20:32) Posted:
| Surged to 66.7M short positions. I heard that SG electricity price will be up as much as 11%. Great for SC |
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Show Me the Money - New Chairman Backs Sembcorp at S$6.70 
spore1 ( Date: 02-Apr-2026 23:17) Posted:
Wah, just follow them to ride up!
JurongW ( Date: 02-Apr-2026 22:42) Posted:
https://links.sgx.com/1.0.0/corporate-announcements/69SZ9LWUTEZPACM1/880721_Changes%20to%20Board%20Composition_final.pdf
Rich scion tags onto Sembcorp&rsquo s green coattails
Andreas Sohmen‑ Pao&rsquo s purchase of Sembcorp shares at SGD 6.70 on 1 April 2026 is linked to his upcoming role as Chairman of Sembcorp Industries. His buying signals confidence in the company&rsquo s transition strategy and aligns his personal stake with shareholder interests.
🔎 Context Behind the Purchase
- Board Succession: On 27 March 2026, Sembcorp announced that current Chairman Tow Heng Tan will retire, and Andreas Sohmen‑ Pao will succeed him as non‑ executive Chairman from 1 June 2026. SG investors.io links.sgx.com
- Share Acquisition: Buying shares at SGD 6.70 just before assuming the chairmanship demonstrates alignment with shareholders and confidence in Sembcorp&rsquo s long‑ term prospects.
- Market Signal: Insider purchases by incoming leadership are often interpreted as bullish signals, suggesting belief in the company&rsquo s growth trajectory.
📊 Implications of His Move
| Factor |
Impact |
| Leadership Transition |
Strengthens credibility as he takes over from Tow Heng Tan. |
| Investor Sentiment |
Insider buying reassures markets, often boosting confidence. |
| Strategic Alignment |
Ties Sohmen‑ Pao&rsquo s personal wealth to Sembcorp&rsquo s performance. |
| Sector Positioning |
Sembcorp is pivoting toward renewables and sustainable energy, areas aligned with Sohmen‑ Pao&rsquo s maritime decarbonisation initiatives. |
🌍 Strategic Angle
- Energy Transition: Sembcorp has been shifting from traditional utilities toward renewables and sustainable solutions. Sohmen‑ Pao&rsquo s background in shipping and energy (BW Group, Global Centre for Maritime Decarbonisation) complements this pivot.
- Regional Influence: His purchase underscores confidence in Singapore&rsquo s role as a hub for energy transition and infrastructure investment.
- Symbolic Timing: Buying on 1 April, just days after the succession announcement, is a clear signal of commitment.
✅ Takeaway
Andreas Sohmen‑ Pao&rsquo s acquisition of Sembcorp shares at SGD 6.70 is not just a financial move &mdash it&rsquo s a strategic gesture of confidence as he prepares to take the helm. For investors, it highlights insider conviction in Sembcorp&rsquo s energy transition strategy and could serve as a positive sentiment anchor for the stock.
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Wah, just follow them to ride up!
JurongW ( Date: 02-Apr-2026 22:42) Posted:
https://links.sgx.com/1.0.0/corporate-announcements/69SZ9LWUTEZPACM1/880721_Changes%20to%20Board%20Composition_final.pdf
Rich scion tags onto Sembcorp&rsquo s green coattails
Andreas Sohmen‑ Pao&rsquo s purchase of Sembcorp shares at SGD 6.70 on 1 April 2026 is linked to his upcoming role as Chairman of Sembcorp Industries. His buying signals confidence in the company&rsquo s transition strategy and aligns his personal stake with shareholder interests.
🔎 Context Behind the Purchase
- Board Succession: On 27 March 2026, Sembcorp announced that current Chairman Tow Heng Tan will retire, and Andreas Sohmen‑ Pao will succeed him as non‑ executive Chairman from 1 June 2026. SG investors.io links.sgx.com
- Share Acquisition: Buying shares at SGD 6.70 just before assuming the chairmanship demonstrates alignment with shareholders and confidence in Sembcorp&rsquo s long‑ term prospects.
- Market Signal: Insider purchases by incoming leadership are often interpreted as bullish signals, suggesting belief in the company&rsquo s growth trajectory.
📊 Implications of His Move
| Factor |
Impact |
| Leadership Transition |
Strengthens credibility as he takes over from Tow Heng Tan. |
| Investor Sentiment |
Insider buying reassures markets, often boosting confidence. |
| Strategic Alignment |
Ties Sohmen‑ Pao&rsquo s personal wealth to Sembcorp&rsquo s performance. |
| Sector Positioning |
Sembcorp is pivoting toward renewables and sustainable energy, areas aligned with Sohmen‑ Pao&rsquo s maritime decarbonisation initiatives. |
🌍 Strategic Angle
- Energy Transition: Sembcorp has been shifting from traditional utilities toward renewables and sustainable solutions. Sohmen‑ Pao&rsquo s background in shipping and energy (BW Group, Global Centre for Maritime Decarbonisation) complements this pivot.
- Regional Influence: His purchase underscores confidence in Singapore&rsquo s role as a hub for energy transition and infrastructure investment.
- Symbolic Timing: Buying on 1 April, just days after the succession announcement, is a clear signal of commitment.
✅ Takeaway
Andreas Sohmen‑ Pao&rsquo s acquisition of Sembcorp shares at SGD 6.70 is not just a financial move &mdash it&rsquo s a strategic gesture of confidence as he prepares to take the helm. For investors, it highlights insider conviction in Sembcorp&rsquo s energy transition strategy and could serve as a positive sentiment anchor for the stock.
|
|
https://links.sgx.com/1.0.0/corporate-announcements/69SZ9LWUTEZPACM1/880721_Changes%20to%20Board%20Composition_final.pdf
Rich scion tags onto Sembcorp&rsquo s green coattails
Andreas Sohmen‑ Pao&rsquo s purchase of Sembcorp shares at SGD 6.70 on 1 April 2026 is linked to his upcoming role as Chairman of Sembcorp Industries. His buying signals confidence in the company&rsquo s transition strategy and aligns his personal stake with shareholder interests.
🔎 Context Behind the Purchase
- Board Succession: On 27 March 2026, Sembcorp announced that current Chairman Tow Heng Tan will retire, and Andreas Sohmen‑ Pao will succeed him as non‑ executive Chairman from 1 June 2026. SG investors.io links.sgx.com
- Share Acquisition: Buying shares at SGD 6.70 just before assuming the chairmanship demonstrates alignment with shareholders and confidence in Sembcorp&rsquo s long‑ term prospects.
- Market Signal: Insider purchases by incoming leadership are often interpreted as bullish signals, suggesting belief in the company&rsquo s growth trajectory.
📊 Implications of His Move
| Factor |
Impact |
| Leadership Transition |
Strengthens credibility as he takes over from Tow Heng Tan. |
| Investor Sentiment |
Insider buying reassures markets, often boosting confidence. |
| Strategic Alignment |
Ties Sohmen‑ Pao&rsquo s personal wealth to Sembcorp&rsquo s performance. |
| Sector Positioning |
Sembcorp is pivoting toward renewables and sustainable energy, areas aligned with Sohmen‑ Pao&rsquo s maritime decarbonisation initiatives. |
🌍 Strategic Angle
- Energy Transition: Sembcorp has been shifting from traditional utilities toward renewables and sustainable solutions. Sohmen‑ Pao&rsquo s background in shipping and energy (BW Group, Global Centre for Maritime Decarbonisation) complements this pivot.
- Regional Influence: His purchase underscores confidence in Singapore&rsquo s role as a hub for energy transition and infrastructure investment.
- Symbolic Timing: Buying on 1 April, just days after the succession announcement, is a clear signal of commitment.
✅ Takeaway
Andreas Sohmen‑ Pao&rsquo s acquisition of Sembcorp shares at SGD 6.70 is not just a financial move &mdash it&rsquo s a
strategic gesture of confidence as he prepares to take the helm. For investors, it highlights insider conviction in Sembcorp&rsquo s energy transition strategy and could serve as a positive sentiment anchor for the stock.
Rich Scion of Pao Shipping Dynasty buys Sembcorp shares at $6.70 on 1 Apr 26
I think it should be relatively safe to u-turn and tag onto his coattails.Checkerman ( Date: 02-Apr-2026 09:15) Posted:
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Didn' t buy when Sembcorp was under $6 and yet he bought at $6.70.
I think he should be confident enough that sembcorp can reach $10 within the next 2 years.
Wisedom ( Date: 02-Apr-2026 22:21) Posted:
He is one of DACH (Germany, Austria, Switzerland) investors.
JurongW ( Date: 02-Apr-2026 22:14) Posted:
Chairman of BW group, purchased 1,496,900 shares at $6.70 on 1 April
Mr Sohmen-Pao is deemed interested in the 1,496,900 ordinary shares purchased by, and registered in the name of, Altor Finance Limited, a legal entity which is 100% wholly-owned by him
https://links.sgx.com/1.0.0/corporate-announcements/4NBPQS29EV2RTDV3/881908__eFORM1V2_Andreas%20Sohmen-Pao_020426%20final.pdf
Andreas Sohmen‑ Pao is the Chairman of BW Group, one of the world&rsquo s largest shipping and energy conglomerates, overseeing listed affiliates such as BW Offshore, BW LPG, Hafnia, BW Energy, and Cadeler. He is a prominent figure in global maritime leadership, with deep family ties to Hong Kong&rsquo s shipping dynasty. BW Group Forbes investor.hafnia.com
📊 Key Facts About Andreas Sohmen‑ Pao
-
Current Roles:
- Chairman of BW Group and its listed affiliates (BW Offshore, BW LPG, Hafnia, BW Energy, Cadeler).
- Chairman of the Global Centre for Maritime Decarbonisation.
- Trustee of the Lloyd&rsquo s Register Foundation.
-
Past Roles:
- Former Chairman of the Singapore Maritime Foundation.
- Served as non‑ executive director at HSBC (Hongkong & Shanghai Banking Corp), London P& I Club, Navigator Holdings, Singapore Symphonia Company, National Parks Board Singapore, Sport Singapore, and the Maritime and Port Authority of Singapore.
-
Education:
- Oxford University &ndash Honours degree in Oriental Studies.
- Harvard Business School &ndash MBA.
-
Family Background:
- Son of Helmut Sohmen, who previously chaired BW Group until Andreas took over in 2014.
- Mother is Anna Pui Hing Pao, eldest daughter of Hong Kong shipping tycoon Y.K. Pao.
- The Sohmen‑ Pao family is among Hong Kong&rsquo s wealthiest, with a net worth of US$5.7 billion (2026). Forbes
-
Citizenship & Residence:
🌍 Influence & Implications
- Maritime Decarbonisation: His leadership in the Global Centre for Maritime Decarbonisation positions him at the forefront of shipping&rsquo s energy transition.
- Shipping & Energy Markets: BW Group&rsquo s diversified portfolio (oil, gas, LPG, offshore, renewables) makes him a key player in Asia&rsquo s energy and logistics ecosystem.
- Regional Ties: Strong connections to both Singapore&rsquo s maritime industry and Hong Kong&rsquo s shipping legacy, bridging two of Asia&rsquo s most important hubs.
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He is one of DACH (Germany, Austria, Switzerland) investors.
JurongW ( Date: 02-Apr-2026 22:14) Posted:
Chairman of BW group, purchased 1,496,900 shares at $6.70 on 1 April
Mr Sohmen-Pao is deemed interested in the 1,496,900 ordinary shares purchased by, and registered in the name of, Altor Finance Limited, a legal entity which is 100% wholly-owned by him
https://links.sgx.com/1.0.0/corporate-announcements/4NBPQS29EV2RTDV3/881908__eFORM1V2_Andreas%20Sohmen-Pao_020426%20final.pdf
Andreas Sohmen‑ Pao is the Chairman of BW Group, one of the world&rsquo s largest shipping and energy conglomerates, overseeing listed affiliates such as BW Offshore, BW LPG, Hafnia, BW Energy, and Cadeler. He is a prominent figure in global maritime leadership, with deep family ties to Hong Kong&rsquo s shipping dynasty. BW Group Forbes investor.hafnia.com
📊 Key Facts About Andreas Sohmen‑ Pao
-
Current Roles:
- Chairman of BW Group and its listed affiliates (BW Offshore, BW LPG, Hafnia, BW Energy, Cadeler).
- Chairman of the Global Centre for Maritime Decarbonisation.
- Trustee of the Lloyd&rsquo s Register Foundation.
-
Past Roles:
- Former Chairman of the Singapore Maritime Foundation.
- Served as non‑ executive director at HSBC (Hongkong & Shanghai Banking Corp), London P& I Club, Navigator Holdings, Singapore Symphonia Company, National Parks Board Singapore, Sport Singapore, and the Maritime and Port Authority of Singapore.
-
Education:
- Oxford University &ndash Honours degree in Oriental Studies.
- Harvard Business School &ndash MBA.
-
Family Background:
- Son of Helmut Sohmen, who previously chaired BW Group until Andreas took over in 2014.
- Mother is Anna Pui Hing Pao, eldest daughter of Hong Kong shipping tycoon Y.K. Pao.
- The Sohmen‑ Pao family is among Hong Kong&rsquo s wealthiest, with a net worth of US$5.7 billion (2026). Forbes
-
Citizenship & Residence:
🌍 Influence & Implications
- Maritime Decarbonisation: His leadership in the Global Centre for Maritime Decarbonisation positions him at the forefront of shipping&rsquo s energy transition.
- Shipping & Energy Markets: BW Group&rsquo s diversified portfolio (oil, gas, LPG, offshore, renewables) makes him a key player in Asia&rsquo s energy and logistics ecosystem.
- Regional Ties: Strong connections to both Singapore&rsquo s maritime industry and Hong Kong&rsquo s shipping legacy, bridging two of Asia&rsquo s most important hubs.
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Chairman of BW group, purchased 1,496,900 shares at $6.70 on 1 April
Mr Sohmen-Pao is deemed interested in the 1,496,900 ordinary shares purchased by, and registered in the name of, Altor Finance Limited, a legal entity which is 100% wholly-owned by him
https://links.sgx.com/1.0.0/corporate-announcements/4NBPQS29EV2RTDV3/881908__eFORM1V2_Andreas%20Sohmen-Pao_020426%20final.pdf
Andreas Sohmen‑ Pao is the Chairman of BW Group, one of the world&rsquo s largest shipping and energy conglomerates, overseeing listed affiliates such as BW Offshore, BW LPG, Hafnia, BW Energy, and Cadeler. He is a prominent figure in global maritime leadership, with deep family ties to Hong Kong&rsquo s shipping dynasty. BW Group Forbes investor.hafnia.com
📊 Key Facts About Andreas Sohmen‑ Pao
-
Current Roles:
- Chairman of BW Group and its listed affiliates (BW Offshore, BW LPG, Hafnia, BW Energy, Cadeler).
- Chairman of the Global Centre for Maritime Decarbonisation.
- Trustee of the Lloyd&rsquo s Register Foundation.
-
Past Roles:
- Former Chairman of the Singapore Maritime Foundation.
- Served as non‑ executive director at HSBC (Hongkong & Shanghai Banking Corp), London P& I Club, Navigator Holdings, Singapore Symphonia Company, National Parks Board Singapore, Sport Singapore, and the Maritime and Port Authority of Singapore.
-
Education:
- Oxford University &ndash Honours degree in Oriental Studies.
- Harvard Business School &ndash MBA.
-
Family Background:
- Son of Helmut Sohmen, who previously chaired BW Group until Andreas took over in 2014.
- Mother is Anna Pui Hing Pao, eldest daughter of Hong Kong shipping tycoon Y.K. Pao.
- The Sohmen‑ Pao family is among Hong Kong&rsquo s wealthiest, with a net worth of US$5.7 billion (2026). Forbes
-
Citizenship & Residence:
🌍 Influence & Implications
- Maritime Decarbonisation: His leadership in the Global Centre for Maritime Decarbonisation positions him at the forefront of shipping&rsquo s energy transition.
- Shipping & Energy Markets: BW Group&rsquo s diversified portfolio (oil, gas, LPG, offshore, renewables) makes him a key player in Asia&rsquo s energy and logistics ecosystem.
- Regional Ties: Strong connections to both Singapore&rsquo s maritime industry and Hong Kong&rsquo s shipping legacy, bridging two of Asia&rsquo s most important hubs.
Wait first, unless it break down the resistance line.
Checkerman ( Date: 02-Apr-2026 09:15) Posted:
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it' s time to run
Why sell and not wait for it to run up to $7?
sgtrader ( Date: 01-Apr-2026 16:30) Posted:
sgtrader ( Date: 31-Mar-2026 16:51) Posted:
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