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Q buy @5.80 to average. Oversold waiting for strong rebouce.
90%-100% probability that SCi share price will rebound up to $6.60 over 3 months. I already looked at numerous deals SCI made which can lead to strong growth over coming years. The bad news from Analysts thinking A$6bn for Alinta Energy partly led to recent SCi share price decline, but the deal will be better than thought, at maybe A$4bn value. 8
Yes, SCI shareholders always hope Singtel's monetarization of Bharti shares will be same for SCI to benefit SCI shareholder, especially selling shares at good price/value on the stock market. About issuing new IPO shares, I really think the proceeds are to be likely used to reduce SCI's debt so that it can be recycled, maybe at lower rate for other business expansion. Let's wait for SCI's details of IPO listing of its Indian-based Subsidiary out in 7-8 months left to go as planned/intended. I heard that IPO listing will be worth about few billion SG dollars. Still optimist!
YuanLong94 ( Date: 10-Dec-2025 16:14) Posted:
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wah, reali getting cheaper
get ready to fire ...
get ready to fire ...
Money do not drop from sky.
Listing is basically selling asset in exchange for cash. After doing so , if 30% share is sold, then that 30% of profit is belong to new shareholder after dividends declaration and not to Main Sembcorp.
So bottomline, it will affect main Sembcorp netprofit too and aka affect the dividends. Just that whether the debt + Alinta business profit will it be more to cover it. Otherwise, it will be another Sembwaste episode whereby after Sembwaste is sold, the new business is not able to covered the yearly profited generated previously by SembWaste.
Example Singtel is selling Bharti share for monetization.However even after selling it by few % of the share , the growth of the netprofit of the remaining Bharti stock gain by additional 80 to 90%(300million and 400million SGD gained). Hence both asset selling (gain) and net profit ( gain) is a win win to Singtel shareholder.
For Sembcorp, Selling Sembwaste( one off gain) but netprofit (dropped)
For Sembcorp , Listing (one off gain) but net profit ( maintain or dropped or better), No idea. Sembcorp management need to proof that.
Listing is basically selling asset in exchange for cash. After doing so , if 30% share is sold, then that 30% of profit is belong to new shareholder after dividends declaration and not to Main Sembcorp.
So bottomline, it will affect main Sembcorp netprofit too and aka affect the dividends. Just that whether the debt + Alinta business profit will it be more to cover it. Otherwise, it will be another Sembwaste episode whereby after Sembwaste is sold, the new business is not able to covered the yearly profited generated previously by SembWaste.
Example Singtel is selling Bharti share for monetization.However even after selling it by few % of the share , the growth of the netprofit of the remaining Bharti stock gain by additional 80 to 90%(300million and 400million SGD gained). Hence both asset selling (gain) and net profit ( gain) is a win win to Singtel shareholder.
For Sembcorp, Selling Sembwaste( one off gain) but netprofit (dropped)
For Sembcorp , Listing (one off gain) but net profit ( maintain or dropped or better), No idea. Sembcorp management need to proof that.
Wisedom ( Date: 10-Dec-2025 09:47) Posted:
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2 hours ago news: Singapore?s Sembcorp weighs $4bn Alinta deal with coal asset in question
Alinta Energy could fetch more than $4bn in a deal with Singaporean renewable energy giant Sembcorp, but questions remain about inheriting coal-burning Loy Yang B power station.
haha. obviously a shortist.
Checkerman ( Date: 10-Dec-2025 11:27) Posted:
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Unlikely . The deal might not be a good sign
Sgvale ( Date: 10-Dec-2025 10:39) Posted:
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Hopefully can turn positive later. Been seeing red everyday
Keep invested for medium or long term for great rewards. Brace for tomorrow or next 2 days' big impact which may come. As the media reported, the deal be expected to be A$4.3bn which is considered positive in relation to 2024/2025 EBITDA of A$717M. This is expected to be funded by combination of cash and debts. India listing the IPO SCI intend for is also helpful to fund the acquisition of Alinta Energy
The survey, which ran from Sep 1 to Oct 6, drew responses from 1,074 investment professionals across 26 countries and territories. More than half of the respondents work at organisations who manage more than US$50 billion in assets.
According to the survey, 65% of Singapore-focused investors see technology as the most attractive sector to invest in, which is in line with the overall global sentiment at 61%. The next most attractive sectors would be power and utilities, at 27%,
Everyday falling. Sianz
Actually, is really depend on what is the deal with Alinta. Because Alinta side owned Coal power plant, so it will be back to slower growth.
In term of financing cost, it might not be as good as green energy loan too. Even if Fed rate cut, with higher loan/debt amount , it will not have cost saving from financing activities versus REIT.
Alinta&rsquo s biggest generating asset is the 1,200MW Loy Yang B brown coal-fired power plant in Victoria, which supplies about a fifth of the state&rsquo s power, according to the company.
There will be risk of coal transitioning in future
Sembcorp current shareprice is based on P/E x renewal energy prospect . Hence the quick rise to 6,7 dollar after selling Sembcorp Marine.
People is buying the future of the renwal energy prospect. Not their old business.
Is re-value from industrial to Renewal Energy Stock.
So if Sembcorp is buying 25 to 49% of Alinta for example. Unless is strategically request by Govenrment or nothing better to buy. Then it near term, it will impact it share price.
Further more, oil price have dropped by 9% and FY2026 forecast will be lower.
Sembcorp is out from oil business(Seatrium) but unfortunately Power Plant/LNG business are all benchmark to oil price. Though coal price is contrast have bettter profit as a cheaper fuel source.
Is not that Sembcorp is bad, is just that there is better stock out there.
In term of financing cost, it might not be as good as green energy loan too. Even if Fed rate cut, with higher loan/debt amount , it will not have cost saving from financing activities versus REIT.
Alinta&rsquo s biggest generating asset is the 1,200MW Loy Yang B brown coal-fired power plant in Victoria, which supplies about a fifth of the state&rsquo s power, according to the company.
There will be risk of coal transitioning in future
Sembcorp current shareprice is based on P/E x renewal energy prospect . Hence the quick rise to 6,7 dollar after selling Sembcorp Marine.
People is buying the future of the renwal energy prospect. Not their old business.
Is re-value from industrial to Renewal Energy Stock.
So if Sembcorp is buying 25 to 49% of Alinta for example. Unless is strategically request by Govenrment or nothing better to buy. Then it near term, it will impact it share price.
Further more, oil price have dropped by 9% and FY2026 forecast will be lower.
Sembcorp is out from oil business(Seatrium) but unfortunately Power Plant/LNG business are all benchmark to oil price. Though coal price is contrast have bettter profit as a cheaper fuel source.
Is not that Sembcorp is bad, is just that there is better stock out there.
papercut111 ( Date: 09-Dec-2025 14:44) Posted:
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like to add onz
price reali cheap de
price reali cheap de
Is really down everyday. Is the Management doing anything about it?
pursuer76 ( Date: 09-Dec-2025 15:37) Posted:
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These naysayers posted all these because they know there are no interested BBs in this counter. So, just talk down SCI so they can SS and make some quick $$$.
Its HY EPS is 29.7 cents, when annualised willl be close to 60 cents. If no negative surprises from 2H results, it' s currently trading at less than 10x PE, so not much downside at this level IMO.
Sgvale ( Date: 09-Dec-2025 14:52) Posted:
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I think at this level, market has priced in the pessimism.
Actually, looking at your posts. why don' t you just say will fall below $1? then you can stop posting for awhile
Checkerman ( Date: 09-Dec-2025 11:01) Posted:
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outlook will be bleak for the next 2 quarter. won' t be surprised to see price fall below 5
Sgvale ( Date: 09-Dec-2025 09:21) Posted:
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