Post Reply
621-640 of 16278
gone case...look at SIA
PiRPiR ( Date: 26-Dec-2025 09:56) Posted:
|
Sembcorp, through its wholly-owned subsidiary Sembcorp Green Infra, has completed the acquisition of Indian solar power company ReNew Sun Bright for approximately S$246 million. This deal brings Sembcorp closer to its target of achieving 25 gigawatts (GW) of gross installed renewables capacity by 2028
Family Office Investment Mandates: Monetary Authority of Singapore (MAS) rules encourage Singapore-based family offices to allocate a portion of their assets to SGX-listed equities to qualify for tax incentives. This makes investing in Sembcorp stock a potentially attractive option for these entities. (Trading and investment in SCI may get more juicy driven by short squeeze of top heaviest short positions. SMR is really a small matter of attention and as for Singapore, it may take a decade or two to go through govt decision, design, implementation and development of nuclear fission reactor on possible offshore island site and SCI may be a suitable candidate for this as it is state owned)
Anyway, the selling has been exhausted and all negatives priced in. Even the expected slight decrease in profits for results to be announced in late Feb has been factored in. The coast should be clear for the next 6 months for the price to bounce back to at least 6.50. The listing of its India operations should be announced within next 6 months.
stockpicker ( Date: 25-Dec-2025 09:06) Posted:
|
A picture of possible trading sequences and expectations from 3Q result announcement. SCI was ready to cheong when prices went above 200 MA at end of October but some insiders already started to sell slowly until the result announcement on 27 November. Smart Traders could have already cleared up when price dropped below 200MA
By Temasek or Keppel,hahaha
SMRs are 30-40 yrs away from becoming mainstream and by then SCI itself would start adopting it.
belugacat ( Date: 24-Dec-2025 15:41) Posted:
|
$6.60 for Capricorn!
I found this in the internet or Google AI overview
There is no direct, widely reported business conflict suggesting that Oklo, a US-based nuclear energy startup, is " bad" for Sembcorp Industries, a Singaporean energy and urban solutions provider. They operate in different markets with distinct business focuses and no direct competition has been identified in the search results.
There is no direct, widely reported business conflict suggesting that Oklo, a US-based nuclear energy startup, is " bad" for Sembcorp Industries, a Singaporean energy and urban solutions provider. They operate in different markets with distinct business focuses and no direct competition has been identified in the search results.
However, the user query may be a misunderstanding of two separate news items involving the name " Oklo" or similar sounds:
- Oklo Inc. (the nuclear energy company): Oklo is a highly speculative, pre-revenue US company developing small modular reactors (SMRs). Its stock is volatile and its technology is still unlicensed for commercial operation, with many financial analysts flagging significant risks and a potential " bubble" due to its high market capitalization with no current revenue.
- O.K. Lim settlement: Sembcorp Industries was involved in a legal case where it settled a lawsuit against a person named OK Lim (Lim Oon Kuin), his children, and other parties for US$50.9 million in relation to the financial collapse of Hin Leong Trading. This is a legal matter involving an individual, not the nuclear energy company.
In summary, the performance or business of the nuclear company Oklo Inc. has no reported negative impact on Sembcorp Industries. Sembcorp' s financial outlook is tied to its own business strategies, such as its recent acquisition of Alinta Energy in Australia, and market performance in its operating regions.
OKLO 是 什 么 ？
Oklo Inc.（ 股 票 代 码 OKLO） 是 一 家 总 部 在 美 国 加 利 福 尼 亚 的 先 进 核 能 技 术 公 司 ， 主 要 开 发 小 型 模 块 化 核 反 应 堆 （ SMRs） ， 尤 其 是 采 用 液 冷 快 速 堆 技 术 的 &ldquo 小 型 核 电 站 &rdquo 。 该 公 司 从 2013 年 成 立 以 来 一 直 专 注 于 设 计 未 来 的 核 电 系 统 ， 还 曾 得 到 OpenAI 联 合 创 始 人 Sam Altman 的 早 期 支 持 （ 他 在 2025 年 4 月 离 任 董 事 长 ） 。
Oklo 的 估 值 和 股 价 在 2025 年 大 幅 上 涨 ， 主 要 是 受 核 能 行 业 政 策 利 好 （ 例 如 美 国 推 动 核 能 发 展 ） 、 与 政 府 机 构 的 合 作 、 以 及 市 场 对 能 源 需 求 特 别 是 AI 数 据 中 心 供 电 的 预 期 推 动 。
OKLO 与 股 票 下 跌 之 间 的 关 系 ？
目 前 没 有 可 靠 的 信 息 证 明 Oklo 是 造 成 新 加 坡 Sembcorp Industries（ 胜 科 工 业 ） 股 票 下 跌 的 主 要 原 因 。 我 查 阅 了 当 前 公 开 的 资 讯 ， 并 没 有 发 现 关 于 Oklo Inc. 的 股 价 走 势 直 接 影 响 Sembcorp Industries 股 价 的 新 闻 或 分 析 。
Ling9345 ( Date: 23-Dec-2025 19:26) Posted:
|
ahtaolim ( Date: 23-Dec-2025 17:19) Posted:
|
don' t be too conclusive about OKLO, there is still big needs in all counries , especially in Asia countries on all energy resources for many many years
guys, you all didnt realise what happening and why drop from so much
i believe you know OKLO by now.
its bcz of this
Oklo hurts Sembcorp Industries
&bull Narrative clash
&bull Oklo = future energy (nuclear, AI/data centres)
&bull Sembcorp = transition energy (gas, renewables, some coal)
&bull Capital rotation
&bull Investors prefer nuclear + AI-linked growth
&bull Money flows away from utilities like Sembcorp
&bull Gas bridge questioned
&bull Oklo weakens the &ldquo gas as transition fuel&rdquo story
&bull Shortens Sembcorp&rsquo s long-term relevance window
&bull Valuation impact (not earnings)
&bull Sembcorp still earns cash
&bull But its valuation multiple is capped
&bull Alinta made optics worse
&bull More coal/gas exposure
&bull Further from the nuclear future narrative
Bottom line
Oklo doesn&rsquo t hurt Sembcorp&rsquo s profits &mdash it hurts its future story and valuation ceiling.
i believe you know OKLO by now.
its bcz of this
Oklo hurts Sembcorp Industries
&bull Narrative clash
&bull Oklo = future energy (nuclear, AI/data centres)
&bull Sembcorp = transition energy (gas, renewables, some coal)
&bull Capital rotation
&bull Investors prefer nuclear + AI-linked growth
&bull Money flows away from utilities like Sembcorp
&bull Gas bridge questioned
&bull Oklo weakens the &ldquo gas as transition fuel&rdquo story
&bull Shortens Sembcorp&rsquo s long-term relevance window
&bull Valuation impact (not earnings)
&bull Sembcorp still earns cash
&bull But its valuation multiple is capped
&bull Alinta made optics worse
&bull More coal/gas exposure
&bull Further from the nuclear future narrative
Bottom line
Oklo doesn&rsquo t hurt Sembcorp&rsquo s profits &mdash it hurts its future story and valuation ceiling.
Asdfgh101 ( Date: 23-Dec-2025 16:06) Posted:
|
Oh well it touched $6...at least didn't have to wait 25 years as one forummer mentioned...as long as the Donald is in the office, there is a chance SCI will reach $8.80 by the end of his term..cheers to those still holding
Well said. The direction of the wind can change suddenly.
Analysts are a very strange bunch and many help their firms to manipulate the market.
Analysts interprete the same data differently at different points in time to suit their objectives. We have to do our own homework.
Analysts are a very strange bunch and many help their firms to manipulate the market.
Analysts interprete the same data differently at different points in time to suit their objectives. We have to do our own homework.
Asdfgh101 ( Date: 22-Dec-2025 08:32) Posted:
|
today $6...
Ling9345 ( Date: 22-Dec-2025 08:52) Posted:
|
U mean keep for 25 years to Sembcorp reach $6
Singtel dropped to $1.90 plus in the early 2000s when it took over Optus...if bought at $1.90 plus it is worth more than double today with 5% dividends avg for 20 plus years...so pick your poison...Hong Kong Land at $2.80 was also a laughable stock but look at it now...many weird analysts and investors out there really
Today open confirmed drop below $5
Slightly below Maybank TP
Checkerman ( Date: 16-Dec-2025 10:01) Posted:
|