Post Reply
301-320 of 16273
Wisedom ( Date: 22-Mar-2026 23:51) Posted:
SCI's relative insulation from global gas price volatility: SCI's gas-fired power generation in Singapore is highly contracted, with 98% to 99% of its generation capacity supported by offtake contracts (Power Purchase Agreements - PPAs). Next is 75-80% of contracted sales, thus providing stable margin. Leaving 20%-25% through 50% stake in Senoko Energy to high electricity price market. Highest 12% increase in this price for Senoko Energy.
Wisedom ( Date: 21-Mar-2026 15:47) Posted:
| Sembcorp Industries Ltd stock gained 0.98% on March 19, 2026, closing at S$6.16 on the SGX in SGD, leading gainers amid a declining Straits Times Index. Earlier, on March 18, shares surged over 4% following a broker upgrade that spotlighted the company's relative insulation from global gas price volatility. This defensive outlook stems from long-term power contracts with fixed margins and cost pass-through mechanisms.
The stock's resilience contrasts with broader market pressures from geopolitical tensions affecting energy supplies. Volume on March 19 reached typical levels around 3 million shares, with the price holding in a 52-week range of S$4.94 to S$7.93 on SGX. Analysts project further upside, with short-term trends signaling potential rises toward S$8.68-S$9.48 in three months |
|
|
|
SCI's relative insulation from global gas price volatility: SCI's gas-fired power generation in Singapore is highly contracted, with 98% to 99% of its generation capacity supported by offtake contracts (Power Purchase Agreements - PPAs). Next is 75-80% of contracted sales, thus providing stable margin. Leaving 20%-25% through 50% stake in Senoko Energy to high electricity price market. Highest 12% increase in this price for Senoko Energy.
Wisedom ( Date: 21-Mar-2026 15:47) Posted:
| Sembcorp Industries Ltd stock gained 0.98% on March 19, 2026, closing at S$6.16 on the SGX in SGD, leading gainers amid a declining Straits Times Index. Earlier, on March 18, shares surged over 4% following a broker upgrade that spotlighted the company's relative insulation from global gas price volatility. This defensive outlook stems from long-term power contracts with fixed margins and cost pass-through mechanisms.
The stock's resilience contrasts with broader market pressures from geopolitical tensions affecting energy supplies. Volume on March 19 reached typical levels around 3 million shares, with the price holding in a 52-week range of S$4.94 to S$7.93 on SGX. Analysts project further upside, with short-term trends signaling potential rises toward S$8.68-S$9.48 in three months |
|
Just to clarify. The 5 year contracts are electricity supply contracts to Singapore consumers in the open electricity market. Meaning the electricity rates are locked in for the next 5 years and SembCorp will have to absorb the energy cost. Some consumers have signed 10 year contract for example GSK
https://sg.finance.yahoo.com/news/sembcorp-secures-long-term-power-014727090.html
If Iran really retaliate those power energy infrastructure in ME, got 5 yrs contracts also no use...Clients use FM to escape contracts break.
Please be aware of this information. It might work against those who think SembCorp would benefit from the present energy crisis
As of February 2026, approximately 80% of Sembcorp&rsquo s portfolio in Singapore is on contracts of five years and are
https://sg.finance.yahoo.com/news/sembcorp-reports-984-mil-fy2025-162415556.html
48 hours for Iran to surrender..?
President said 48 hours get Iran open the straits else bomb Iran power electricity , water and desalnation plants ,all this are SCI main business in ME and Sigapore will it affect business over there and Singapore.?
Analysts project further upside, with short-term trends signaling potential rises toward S$8.68-S$9.48 in three months
Sembcorp Industries Ltd stock gained 0.98% on March 19, 2026, closing at S$6.16 on the SGX in SGD, leading gainers amid a declining Straits Times Index. Earlier, on March 18, shares surged over 4% following a broker upgrade that spotlighted the company's relative insulation from global gas price volatility. This defensive outlook stems from long-term power contracts with fixed margins and cost pass-through mechanisms.
The stock's resilience contrasts with broader market pressures from geopolitical tensions affecting energy supplies. Volume on March 19 reached typical levels around 3 million shares, with the price holding in a 52-week range of S$4.94 to S$7.93 on SGX. Analysts project further upside, with short-term trends signaling potential rises toward S$8.68-S$9.48 in three months
Strait of Hormuz Vulnerability: China receives nearly half of its oil and one-third of its liquefied natural gas (LNG) from the Middle East. The 2026 Iran conflict and potential closure of the Strait of Hormuz directly threaten this supply. In response to the 2026 Iran conflict, Chinese authorities ordered refineries to halt fuel exports to preserve domestic supply. (I heard that SCI's China segment will probably see significant lower curtailment rate in wake of energy and gas supply shortage just like what happened to India. Good luck to investors)
SG segment is more than 70% of total SCI revenue. SG electricity price up 11% through 50% stake senoko energy will continue significantly to the SG revenue. This price increase will persist as long as Iran is planning a long term war in Middle East. SCI's no 2 heaviest short positions are still a great concern. Shortist better short other SG stocks heavily impacted by prolonged war except for energy and oil stocks.
JurongW ( Date: 20-Mar-2026 20:42) Posted:
I heard that SG electricity price will be up as much as 11%. Great for SCI
No wonder Sembcorp closinf price of $6.15 is so much higher than last week closing price of $5.77 
 |
|
I heard that SG electricity price will be up as much as 11%. Great for SCI
No wonder Sembcorp closinf price of $6.15 is so much higher than last week closing price of $5.77
Surged to 66.7M short positions. I heard that SG electricity price will be up as much as 11%. Great for SCI
Wisedom ( Date: 13-Mar-2026 21:12) Posted:
As reported, the actual additional shorts is 10.5M compared to my below mentioned last week saying about 10M shorts. Therefore, surged to 61.3M short shares from 50.8M week on week. The rise in general electricity and gas price is likely persistent for many months given a long war and closure of the Strait of Hormuz as ordered by new Supreme leader. Don't forget that more rise in general gas and electricty price, more benefit to SCI. Another example is international Wilmar stock price having soared much since 28 Feb benefiting from oil price surge.
Wisedom ( Date: 09-Mar-2026 14:51) Posted:
| Sembcorp has a 16-year agreement with TotalEnergies for LNG imports. SCI leverages a mix of piped natural gas and LNG, reducing reliance on single, volatile markets. SCI to benefit greatly from home gas and electricity price rise soon. Good news that many retail investors are firm hearted and minded, not selling any shares at lower price. According to market depth, there has been a very low selling volume order pressure. The balls are in the heavy shortists' court at reported 50.8M short shares plus last week short about 10M to be reported. |
|
|
|
Checkerman ( Date: 20-Mar-2026 09:06) Posted:
|
can sell on news
Most STI counters are down today, but Sembcorp is up by 7 cents. Not bad liao.
wait4opp ( Date: 19-Mar-2026 14:59) Posted:
Why no one move up the price?
Up up up ! Dyodd |
|
Why no one move up the price?
Up up up ! Dyodd
wait4opp ( Date: 19-Mar-2026 13:54) Posted:
Only will know the truth after the tight issues, just buy sure win! huat lar !
Dyodd |
|
Only will know the truth after the tight issues, just buy sure win! huat lar !
Dyodd
