Sembcorp Ind    Last:6.13    -0.08

SembCorp Industries

Bro Wisedom

Tks for the insights and sharing.

 

Wisedom      ( Date: 29-Jan-2026 12:07) Posted: Yes let the market speak itself. As confirmed, Asian LNG spot prices in early 2026 dropped by roughly 30% on the year to their lowest since April 2024, despite winter heating demands, primarily due to record global exports (especially from the U.S.) and high inventory levels. This will lead to a strong margin in SCI's gas business segment. So, not likely to go back to below $6 as SCI is the prime beneficory of deep slumped import gas price. Institutional buy action now. msksmsks      ( Date: 29-Jan-2026 10:35) Posted: The mkt had spoken... U hv been proven wrong many times already, Buay peiseh meh... Anyway, accumulation gg on....wl see more upside I rest my case with u....

 

SCI is being heavily shorted.   

With impending mass short covering,
opined wl push up fast and furious.

Co share buy bk range fm 6.2X - 6.4X

Tmr EGM for approval of Alinta acqquistion .
Mgmt guided min 23cts dividend and culd
be more depending Alinta' s earnings which
is accretive 

Feb 25 result announcement 

SCI seems to be undervalued.   

Letz C
 

 

Yes let the market speak itself. As confirmed, Asian LNG spot prices in early 2026 dropped by roughly 30% on the year to their lowest since April 2024, despite winter heating demands, primarily due to record global exports (especially from the U.S.) and high inventory levels. This will lead to a strong margin in SCI's gas business segment. So, not likely to go back to below $6 as SCI is the prime beneficory of deep slumped import gas price. Institutional buy action now.

msksmsks      ( Date: 29-Jan-2026 10:35) Posted: The mkt had spoken... U hv been proven wrong many times already, Buay peiseh meh... Anyway, accumulation gg on....wl see more upside I rest my case with u....   Checkerman      ( Date: 29-Jan-2026 09:58) Posted: The gains may be short‑ lived

 

Does not matter to you whether gains will be short lived or it will fly to $!0. You are not vested and since you have always been critical, fair conclusion to say you never have intention to invest in SCI. So please stay away from this thread. Go and play with your games/toys.

Checkerman      ( Date: 29-Jan-2026 09:58) Posted: The gains may be short‑ lived dot123      ( Date: 29-Jan-2026 09:24) Posted: Checkerbro power kicking in lol

 

The mkt had spoken...

U hv been proven wrong many times already,
Buay peiseh meh...

Anyway, accumulation gg on....wl see more upside

I rest my case with u....

 

Checkerman      ( Date: 29-Jan-2026 09:58) Posted: The gains may be short‑ lived dot123      ( Date: 29-Jan-2026 09:24) Posted: Checkerbro power kicking in lol

 

Yes. Short lived.

 

Short lived many times liao lol

Checkerman      ( Date: 29-Jan-2026 09:58) Posted: The gains may be short‑ lived dot123      ( Date: 29-Jan-2026 09:24) Posted: Checkerbro power kicking in lol

 

dot123      ( Date: 29-Jan-2026 09:24) Posted: Checkerbro power kicking in lol

 

Gap covered real fast....

Now, price wl slowly escalate upwards..

I believe the funds are in , judging the
way it ate up

More upside ahead.

Cheers 

msksmsks      ( Date: 29-Jan-2026 09:14) Posted: Gapped up coupled with strong buying Soon, the gap btwn 6.03-6.06 wl be covered after some profit taking  The uptrend juz begin  and it' s just started  to cut up fm bottomish.    More upside coming. Letz C

 

Checkerbro power kicking in lol

 

Gapped up coupled with strong buying

Soon, the gap btwn 6.03-6.06 wl be covered
after some profit taking 

The uptrend juz begin  and it' s just started 
to cut up fm bottomish.   

More upside coming.

Letz C

 

 

Sembcorp has been highlighted by Morgan Stanley
as one of its most preferred list of energy equities
with TP$7

These Singapore winners can benefit from AI boom, power crunch: Morgan Stanley https://bt.sg/iHp65

 

This is good news.

JurongW      ( Date: 28-Jan-2026 17:45) Posted: SEMBCORP EXPANDS POWER SUPPLY TO SUPPORT MICRON&rsquo S GROWING OPERATIONS Singapore, January 28, 2026 &ndash Sembcorp Industries (Sembcorp) today announces that its wholly-owned subsidiary, Sembcorp Power Pte Ltd, has entered into a key terms agreement with Micron Semiconductor Asia Operations Pte Ltd (Micron), a wholly owned subsidiary of Micron Technology, Inc., to expand their existing 18-year power purchase agreement (PPA) established in 2023. Micron is a world leader in memory and storage solutions. Under the PPA, Sembcorp has been supplying up to 450MW of power to Micron&rsquo s Singapore production facilities. The latest agreement will include an additional 150MW of power to support Micron&rsquo s growing operations. The added capacity does not change the PPA&rsquo s original 18-year term, which continues through 2041. By supplying power to Micron&rsquo s manufacturing facilities, Sembcorp is supporting the continued build-out of advanced semiconductor manufacturing capabilities that underpin the global AI ecosystem. The strengthened partnership builds on the positive and longstanding relationship between Sembcorp and Micron. This latest agreement deepens the collaboration and supports Micron&rsquo s future expansion plans in Singapore, reinforcing a shared commitment to long-term growth and the development of Singapore as a leading semiconductor hub. The signing of the agreement is not expected to have a material impact on the earnings per share and net tangible asset per share of Sembcorp for the financial year ending December 31, 2026.

 

SEMBCORP EXPANDS POWER SUPPLY TO SUPPORT MICRON&rsquo S GROWING OPERATIONS Singapore,

January 28, 2026 &ndash Sembcorp Industries (Sembcorp) today announces that its wholly-owned subsidiary, Sembcorp Power Pte Ltd, has entered into a key terms agreement with Micron Semiconductor Asia Operations Pte Ltd (Micron), a wholly owned subsidiary of Micron Technology, Inc., to expand their existing 18-year power purchase agreement (PPA) established in 2023. Micron is a world leader in memory and storage solutions.

Under the PPA, Sembcorp has been supplying up to 450MW of power to Micron&rsquo s Singapore production facilities. The latest agreement will include an additional 150MW of power to support Micron&rsquo s growing operations. The added capacity does not change the PPA&rsquo s original 18-year term, which continues through 2041.

By supplying power to Micron&rsquo s manufacturing facilities, Sembcorp is supporting the continued build-out of advanced semiconductor manufacturing capabilities that underpin the global AI ecosystem.

The strengthened partnership builds on the positive and longstanding relationship between Sembcorp and Micron. This latest agreement deepens the collaboration and supports Micron&rsquo s future expansion plans in Singapore, reinforcing a shared commitment to long-term growth and the development of Singapore as a leading semiconductor hub.

The signing of the agreement is not expected to have a material impact on the earnings per share and net tangible asset per share of Sembcorp for the financial year ending December 31, 2026.

 

 

Louistan      ( Date: 27-Jan-2026 10:27) Posted: Cherkerman sounds like a 12 yr old kid having fun. He does not even have a CDP account. Ignore him. msksmsks      ( Date: 27-Jan-2026 09:05) Posted: When it' s up, u hiding somewhere and MIA When it' s down, u turned up and claimed credit Alamak.....as always, u are my contrarian indicator and nvr failed to disappoint me I' m still buying and happily accumulate more  Who had the last laught yet to know Letz

 

Cherkerman sounds like a 12 yr old kid having fun. He does not even have a CDP account. Ignore him.

msksmsks      ( Date: 27-Jan-2026 09:05) Posted: When it' s up, u hiding somewhere and MIA When it' s down, u turned up and claimed credit Alamak.....as always, u are my contrarian indicator and nvr failed to disappoint me I' m still buying and happily accumulate more  Who had the last laught yet to know Letz C Checkerman      ( Date: 27-Jan-2026 09:01) Posted: never go against the win

 

When it' s up, u hiding somewhere and MIA

When it' s down, u turned up and claimed credit

Alamak.....as always, u are my contrarian indicator
and nvr failed to disappoint me

I' m still buying and happily accumulate more 

Who had the last laught yet to know

Letz C

Checkerman      ( Date: 27-Jan-2026 09:01) Posted: never go against the wind msksmsks      ( Date: 23-Jan-2026 10:25) Posted: Hv traded numerous times and understand he modus operandi works SCI is a well managed Co and wl rebound strongly   Be patient and wont be long

 

never go against the wind

msksmsks      ( Date: 23-Jan-2026 10:25) Posted: Hv traded numerous times and understand he modus operandi works SCI is a well managed Co and wl rebound strongly   Be patient and wont be long   Louistan      ( Date: 23-Jan-2026 10:10) Posted: The $6 region has been tested many times and proven resilient

 

What a joke

Good sense of humour

 

beetlejuice      ( Date: 23-Jan-2026 11:27) Posted: Two blokes were watching a flag fluttering in the wind. Bloke 1: "The flag is moving." Bloke 2: "No, the wind is moving." They argued back and forth, unable to agree. A 3rd bloke happened to pass by and said: "Not the wind, not the flag your mind is moving." Let the company management continues with their fine work bah. The big money is always in the waiting. msksmsks      ( Date: 23-Jan-2026 10:25) Posted: Hv traded numerous times and understand he modus operandi works SCI is a well managed Co and wl rebound strongly   Be patient and wont be long

 

Two blokes were watching a flag fluttering in the wind. Bloke 1: "The flag is moving." Bloke 2: "No, the wind is moving." They argued back and forth, unable to agree. A 3rd bloke happened to pass by and said: "Not the wind, not the flag your mind is moving." Let the company management continues with their fine work bah. The big money is always in the waiting.

msksmsks      ( Date: 23-Jan-2026 10:25) Posted: Hv traded numerous times and understand he modus operandi works SCI is a well managed Co and wl rebound strongly   Be patient and wont be long   Louistan      ( Date: 23-Jan-2026 10:10) Posted: The $6 region has been tested many times and proven resilient