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Will drop 3-5 % when market open .
cherintc ( Date: 21-Dec-2025 18:35) Posted:
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making such a big bet in a country that has traditionally not been friendly to Singaporean investments is a big roll of the dice.
Need time to digest, unlikely to go above $6 soon with the Singapore power market suffering from over-supply as well. Total upcoming natural gas capacity alone exceeds 3.7 GW.
cherintc ( Date: 11-Dec-2025 22:57) Posted:
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Maybank has the worst track record for analysing stocks. Their TPs are traditionally at the lower end and not just for SCI.
stockpicker ( Date: 21-Dec-2025 12:30) Posted:
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Weak analysis by JPM. Comparing Alinta' s value to AGL energy but conveniently left out Origin, a bigger utilities layer in Australia, which is priced at around 8 x Ebitda. JPM must be busty collecting SCI at current price which is already below their TP and will coveniently raise TP beyond 7.50 once they have collected enough.
stockpicker ( Date: 21-Dec-2025 12:46) Posted:
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JP Morgan also ka ka hoot. TP 5.90
https://www.investing.com/news/analyst-ratings/sembcorp-industries-stock-rating-downgraded-by-jpmorgan-on-alinta-acquisition-93CH-4405004
https://www.investing.com/news/analyst-ratings/sembcorp-industries-stock-rating-downgraded-by-jpmorgan-on-alinta-acquisition-93CH-4405004
Just wonder any read this before. MayBank cut TP to 5.65
https://www.theedgesingapore.com/capital/brokers-calls/maybank-cuts-sembcorps-tp-565-after-alinta-deal
https://www.theedgesingapore.com/capital/brokers-calls/maybank-cuts-sembcorps-tp-565-after-alinta-deal
Investors would have to digest the risk of any acquisition and they would sell first before asking any questions. If the acquisition is sound, the price should rise again.
Prior to Alinta deal, Sembcorp had a balanced energy portfolio of 28.3 GW, which included 20.2 GW of gross renewable capacity. Alinta's Operating Capacity: 3.4 GW of installed and contracted generation capacity (including coal, gas, wind, and solar) with 10.4 GW development pipeline consisting of renewables and firming systems (onshore/offshore wind, battery storage, and pumped hydro). Post-Acquisition Total Capacity: With the addition of Alinta?s operating assets, Sembcorp's total gross capacity reaches approximately 31.7 GW, not including the 10.4 GW future development pipeline.
Wow, Super Surge to 61.5M short positions. Don't really care about this tiny ant until every investor have it in their pants. For every well-manageable SCi renewables projects, their return always beat current low interest rate. Looking forward to see SCI hitting at least $7 by next year even there is any economic recession.
Wisedom ( Date: 12-Dec-2025 19:57) Posted:
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Sembcorp will not hit $7 again
https://www.google.com/amp/s/www.omanobserver.om/ampArticle/1181340
In a seemingly contrarian analysis, Macquarie Equities Research analyst Foo Zhiwei upgraded Sembcorp Industries (SCI) to ?outperform? from ?neutral? after SCI announced the acquisition of Alinta Energy. He raised the counter?s target price by 40 cents from $6.64 to $7.04 in his research note dated Dec 12.
At enterprise value to adjusted ebitda ratio of 6.6 times for 12 months ended 30 Jun, Foo describes the valuation of Alinta as ?attractive? as it sits between peers AGL Energy (four to five times) and Origin Energy (eight to nine times).
Gone case stock,drop almost everyday
Good news that the future Federal reserve interest cut is on the wild card since unexpected inflation is lower at 2.7% as of yesterday. Let's narrow it down to each Australia project return. Regarding an acquisition of Alinta Energy, A$5.6bn (S$4.8bn) cash purchase price will be paid to shareholders of Alinta Energy by 1H 2026. This is to be funded by likely about S$1bn working capital supported by cash flow from operation, and the rest (S$3.8bn) consisting of mix of some corporate bonds under SCI's $5bn debt programme bearing about 3.5% interest rate per year and syndicated loans at about 5% interest rate. Assuming most likely average 4.25% interest rate on these borrowing on Alinta Energy acquisition, this may work out to be about S$160M. This is not much interest impact Since in fact Alinta Energy's net income for the year 30.6.2025 is A$530M (S$460M), this results in net postive project return of S$300M to SCI's bottomline. Alinta Energy experienced average return of 13% per year for 8 years with a pipeline of 10.4GW development projects largely in renewables. Fire coal plants provide yearly high net income to ensure the smooth transition to the completion of the 10.4 GW development projects Few Analysts are too concerned about the high leverage risk as a basis for downgrading the SCI rating based on proposed acquistion of Alinta Energy.
Solar farms do not cost that much to build nowadays.
As for financing, SCI' s debt level will revert to present level in a years time, once India' s operations are listed.
Not to forget, down the road, Alinta can also be listed for additional capital to expand itself.
I doubt Temasek will be directly involved in any form of financing for SCI' s expansion but neither will SCI require it.
As for financing, SCI' s debt level will revert to present level in a years time, once India' s operations are listed.
Not to forget, down the road, Alinta can also be listed for additional capital to expand itself.
I doubt Temasek will be directly involved in any form of financing for SCI' s expansion but neither will SCI require it.
papercut111 ( Date: 18-Dec-2025 16:43) Posted:
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The massive capex is FOR accelerating the transition: Alinta' s 10.4GW renewables/storage pipeline needs billions to build out (industry norm, Alinta MD said > A$10bn equiv).
Sembcorp buys a ready platform in stable Australia, adds immediate 9-14% EPS accretion, and uses its expertise to execute faster than standalone. Coal (25% capacity, < 5% revenue) is temporary baseload enabling more greens.
Not a risk, it' s the growth driver. For those who talk about financing risk, see who is sembcorp' s biggest backer first.
https://bt.sg/oSVAT
Sembcorp's purchase of Australia's Alinta Energy has green risks
Post-acquisition, the Australian utility may present significant capital expenditures or a slower-t...
DEC 18, 2025 07:00 AM
Sembcorp's purchase of Australia's Alinta Energy has green risks
Post-acquisition, the Australian utility may present significant capital expenditures or a slower-t...
DEC 18, 2025 07:00 AM
I think gd price is back
I doubt you own even own a single share of any listed company. Just here to have fun, i guess.
Checkerman ( Date: 16-Dec-2025 10:01) Posted:
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