Post Reply
541-560 of 16278
Yum Yum
Buy again
Collect CNY Angpow
Buy again
Collect CNY Angpow
big bro press down
sgwealthbuilder ( Date: 18-Jan-2026 14:03) Posted:
|
https://sgwealthbuilder.com/2024/09/17/sembcorp-industries-share-price-lost-steam/
One of the key concerns is that Sembcorp Industries has been too aggressive in acquiring renewable projects in China, India and Southeast Asia in its zealous bid to meet its renewable targets. To fund these acquisitions, the total debts soared to $8.4 billion as at 30 June 2024 from $7.2 billion as at 31 December 2023. Moreover, despite the numerous acquisitions, the Renewable Business Segment continued to play second fiddle to the Gas and Related Services (previously known as Conventional Energy Business Segment). Net profit for the former amounted to $104 million in 1HFY2024 while the latter racked in $339 million of net profits during the corresponding period.
One of the key concerns is that Sembcorp Industries has been too aggressive in acquiring renewable projects in China, India and Southeast Asia in its zealous bid to meet its renewable targets. To fund these acquisitions, the total debts soared to $8.4 billion as at 30 June 2024 from $7.2 billion as at 31 December 2023. Moreover, despite the numerous acquisitions, the Renewable Business Segment continued to play second fiddle to the Gas and Related Services (previously known as Conventional Energy Business Segment). Net profit for the former amounted to $104 million in 1HFY2024 while the latter racked in $339 million of net profits during the corresponding period.
The heavy reliance on Gas and Related Services cost the Group dearly as Sembcorp Industries share price tumbled in June 2023 following the shock announcement of the introduction of Temporary Price Cap (TPC) on wholesale electricity prices by EMA. The move took effect from July 1 to prevent huge volatility in electricity prices. In this article, I will share my insights on the outlook of Sembcorp Industries share price in 2025.
Friday strong buying and closed higher at 6.12, up 12 cents looks like fund are loading this laggard blue chips counter! She may rise up to test 6.13 than 6.20-6.30.
Rise to 62.6M short shares. Good news is that there is no profit warning for the full year 2025 result out on 25th Feb 2026 even though most investors expected a weak margin in gas segment. No matter how little better or little worse the full year 2025 result is, be strongly optimistic about forwarding SCI's FY 2026 and beyond. It points to a large size and net profit of Alinta Energy quite comparable to that of SCI and its strong steady CAGR growth with 10.4 GW development plan in the pipeline.
Wisedom ( Date: 09-Jan-2026 21:56) Posted:
|
Alinta needs to get into longer term contracts to ensure stability in earnings but i am sure with SCI' s guidance it will reach greater heights. Will take time but will be acheived. The good thing about Australia is that it is a very transparent system without the need to bribe anyone. In 3rd world countries where it also operates like India and China, it must have lost out on lots of contracts, because of having to play it clean.
stockpicker ( Date: 16-Jan-2026 14:24) Posted:
|
The financial performance of Alinta Energy is not bad for the last 5 years. The EBITDA increased by more than 200% in the East Coast area in the last 5 years. The Owner, Chow Tai Fook Enterprices of HK sold it because it wants the money to rescue the ailing New World Development which was badly affected by the property slump in HK.
Chow Tai Fook Enterprises
Once short covering commence, the recovery of price
wl be fast & furious as it' s heavily shorted .
Wont take long .
Letz C
wl be fast & furious as it' s heavily shorted .
Wont take long .
Letz C
Potential for SCI to pay more than 5% yield in 2027 with inclusion of profits from Alinta. Much more than most blue chip growth ompanies.
msksmsks ( Date: 16-Jan-2026 13:16) Posted:
|
maintaining a dividend per share of at least S$0.23, with upside potential as earnings improvements from the Alinta purchase materialise.
like tat, horsay liao
like tat, horsay liao
Sembcorp seeks shareholder approval for Alinta Energy buy at Jan 30 EGM
The acquisition will put the group off course for its 2028 emissions target
[SINGAPORE] Sembcorp Industries will seek shareholder approval for its acquisition of Alinta Energy, it said in a bourse filing on Thursday (Jan 15).
The extraordinary general meeting (EGM) will be held on Jan 30 to vote on the acquisition of Australia&rsquo s fourth-largest utilities provider from Hong Kong-based Chow Tai Fook Enterprises.
Including the Alinta Energy deal, its renewables portfolio stands at 20.2GW.
The proposed acquisition was announced in December and will add about 3.4GW to Sembcorp&rsquo s power generation capacity.
The estimated purchase price for the deal is A$5.6 billion (S$4.8 billion), which will be paid in cash through bridge and working capital facilities.
The acquisition was described as a &ldquo half-full&rdquo and &ldquo half-empty&rdquo deal by Citi Research analyst Luis Hilado. While he noted that the deal would help earnings per share accretion, it would set Sembcorp&rsquo s decarbonisation targets back.
The integration of Alinta&rsquo s coal assets in 2026 will reverse Sembcorp&rsquo s declining carbon emissions trend, said the company, raising emissions intensity to an estimated 0.26 tonne of carbon dioxide equivalent per megawatt hour of power by 2035.
This will put the group off course for its 2028 target of 0.15 tonne of carbon dioxide equivalent per megawatt hour of power.
Despite that, Sembcorp&rsquo s management had said that the company&rsquo s interest in Alinta was driven by the renewables pivot, not by the Latrobe Valley Power-owned Loy Yang B coal-fired power station.
Sembcorp&rsquo s Alinta Energy buy: One step forward on earnings, two steps back on emissions?
Hilado had noted that the deal could boost pro forma underlying profit by 22.5 per cent, and enhance return on equity by a significant 460 basis points &ndash or 4.6 per cent.
Meanwhile, Sembcorp&rsquo s management had committed to maintaining a dividend per share of at least S$0.23, with upside potential as earnings improvements from the Alinta purchase materialise.
Moving up to factor in the upcoming dividends which will be minimum of 17cts and up to 23cts. Also SCI is one of the best values remaining in the market with all other blue chips gone up drastically. Frankly, for eg, Keppel in no way should be $5 more expensive than SCI when its profits will be in the same region as SCI' s but with double PE. Lot of these stocks like STE, Keppel, UOL, CDL have gone up based on lofty projections which may not materialise.
wait4opp ( Date: 16-Jan-2026 10:14) Posted:
|
DYDD....On January 15, 2026, news circulated that a Macquarie Equities Research analyst upgraded Sembcorp to ' outperform' with a target price of S$7.04 following the Alinta acquisition announcement. The average analyst one-year target price is approximately S$7.15.
Must be big contracts coming ! Stay tuned after mkt closed.
Just just huat first and Mon should Cheong even higher!
Dyodd
Just just huat first and Mon should Cheong even higher!
Dyodd
Finally moving up liao
Their Sharebuybk range 6.2x - 6.4x
Good safety margin as a guide
Cheers
Their Sharebuybk range 6.2x - 6.4x
Good safety margin as a guide
Cheers
msksmsks ( Date: 15-Jan-2026 08:50) Posted:
|
On the contrary , it' s a good sign to me.
Bottoming in progress...
Bottoming in progress...
Checkerman ( Date: 15-Jan-2026 10:28) Posted:
|
Not a good sign for the past few days
Closing below $6
Closing below $6
msksmsks ( Date: 15-Jan-2026 10:18) Posted:
|
Yes Bear san,
Already netted 70kg of salmon....
Still netting
Already netted 70kg of salmon....
Still netting
MrBear12 ( Date: 15-Jan-2026 09:22) Posted:
|
Tks bro for the heads up ..
Wisedom ( Date: 15-Jan-2026 09:52) Posted:
|
Sembcorp Industries? FY2025 Financial Results will be released on Wednesday, February 25, 2026 before trading hours.
The live webcast of the FY2025 Results Briefing will begin on the same day at 11.00am (GMT +8).
(This hint that no profit warning issued)