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SCI should have considered left right centre prior acquisition. Market probably is digesting all the perceived "negative" news. This level at below $6 will be accumulating.
FATABA ( Date: 09-Dec-2025 08:54) Posted:
Firstly this is a large amt of $$ ...and SCI debt is not low . Hmm
Secondly .....lookinng at the this as an energy supply to Aus people ...I think the mgt and supply is very important ...regulation etc.
( just hope not another optus err)
Does SCI have the right people to mgt this .
Time will tell .
Sgvale ( Date: 08-Dec-2025 17:36) Posted:
| Is that considered a positive or negative if the purchase is materialised? Shares price is trend down in advance for past week |
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Firstly this is a large amt of $$ ...and SCI debt is not low . Hmm
Secondly .....lookinng at the this as an energy supply to Aus people ...I think the mgt and supply is very important ...regulation etc.
( just hope not another optus err)
Does SCI have the right people to mgt this .
Time will tell .
Sgvale ( Date: 08-Dec-2025 17:36) Posted:
Is that considered a positive or negative if the purchase is materialised? Shares price is trend down in advance for past week.
Wisedom ( Date: 08-Dec-2025 16:54) Posted:
| Sembcorp, the Singapore-listed energy group majority owned by Temasek, has confirmed media reports that it is in talks to take over Australian electricity and gas retailer Alinta Energy.
Media reports suggest the deal is expected to to worth A$4.3bn (?2.5bn).
Chow Tai Fook, controlled by Hong Kong billionaire Henry Cheng, paid A$5.2bn for Alinta Energy in 2017. It subsequently sold Alinta?s West Australian assets for around A$1.8bn.
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The key consideration is whether SCI need to raise funds via share placement,,rights issue or borrow from the banks to acquire the Alinta. How much profit does it contribute to the bottom line when compared the amount of monies invested. Will market view this positively once the detaills are announced?
my feel is that in any big aquisition, share price tends to head lower
in near to mid term. SCI is for long term to realise the benefits of the
aquisition
Sgvale ( Date: 08-Dec-2025 17:36) Posted:
Is that considered a positive or negative if the purchase is materialised? Shares price is trend down in advance for past week.
Wisedom ( Date: 08-Dec-2025 16:54) Posted:
| Sembcorp, the Singapore-listed energy group majority owned by Temasek, has confirmed media reports that it is in talks to take over Australian electricity and gas retailer Alinta Energy.
Media reports suggest the deal is expected to to worth A$4.3bn (?2.5bn).
Chow Tai Fook, controlled by Hong Kong billionaire Henry Cheng, paid A$5.2bn for Alinta Energy in 2017. It subsequently sold Alinta?s West Australian assets for around A$1.8bn.
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Refer to Share price/Net core profit : A low ratio, such as anything under 12x for established, healthy businesses, often suggests the stock is inexpensive and potentially a good value investment. Current share price indicates that currently the market has not yet recognized the full value of the SCI's operating earnings, presenting an opportunity for growth. Specific to mature utility company Alinta Energy, the normal ratio of purchase price/EBITDA should be 5x to 6x as recommended by standard industry average. Given highly expected acquisition deal of A$4.3bn out this week as reported by media, it works out to be about 6x.
Sgvale ( Date: 08-Dec-2025 17:36) Posted:
Is that considered a positive or negative if the purchase is materialised? Shares price is trend down in advance for past week.
Wisedom ( Date: 08-Dec-2025 16:54) Posted:
| Sembcorp, the Singapore-listed energy group majority owned by Temasek, has confirmed media reports that it is in talks to take over Australian electricity and gas retailer Alinta Energy.
Media reports suggest the deal is expected to to worth A$4.3bn (?2.5bn).
Chow Tai Fook, controlled by Hong Kong billionaire Henry Cheng, paid A$5.2bn for Alinta Energy in 2017. It subsequently sold Alinta?s West Australian assets for around A$1.8bn.
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Is that considered a positive or negative if the purchase is materialised? Shares price is trend down in advance for past week.
Wisedom ( Date: 08-Dec-2025 16:54) Posted:
| Sembcorp, the Singapore-listed energy group majority owned by Temasek, has confirmed media reports that it is in talks to take over Australian electricity and gas retailer Alinta Energy.
Media reports suggest the deal is expected to to worth A$4.3bn (?2.5bn).
Chow Tai Fook, controlled by Hong Kong billionaire Henry Cheng, paid A$5.2bn for Alinta Energy in 2017. It subsequently sold Alinta?s West Australian assets for around A$1.8bn.
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https://www.alintaenergy.com.au/content/dam/alinta/documents/sustainability-reports/Alinta%20Energy%20FY25%20Sustainability%20Report.pdf.
Sembcorp, the Singapore-listed energy group majority owned by Temasek, has confirmed media reports that it is in talks to take over Australian electricity and gas retailer Alinta Energy.
Media reports suggest the deal is expected to to worth A$4.3bn (?2.5bn).
Chow Tai Fook, controlled by Hong Kong billionaire Henry Cheng, paid A$5.2bn for Alinta Energy in 2017. It subsequently sold Alinta?s West Australian assets for around A$1.8bn.
If deal confirmed in signing, SCI will announce definitely
ysh2006 ( Date: 08-Dec-2025 06:59) Posted:
SCI clarify said still in discussion no confirmation yet , maybe this is just what the company try to hide the actually confirmed but haven't announced lah....
Wisedom ( Date: 07-Dec-2025 20:54) Posted:
| December 7, 2025 - 6.33PM ingapore?s Sembcorp nears deal to buy Alinta Energy
Singapore energy giant Sembcorp is moving to acquire Australia's fourth-largest power retailer Alinta Energy, in a deal that could be clinched this week. ---------+++--------
Singapore-listed energy major Sembcorp is poised to clinch a deal as early as this week to acquire Australia?s fourth-largest electricity and gas retailer, Alinta Energy, in what would be one of the most consequential entries by a foreign corporation into the nation?s power market in years, and a fresh marker of tightening economic links between Canberra and Singapore.
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Heaviest 2nd short positions of 30 STI stocks. Hedge funds might already have full stomach. It is pending Alinta Energy deals out as early as this Thursday. Be careful of trading.
Checkerman ( Date: 08-Dec-2025 09:53) Posted:
My trader said might fall below 5.5
Wisedom ( Date: 05-Dec-2025 19:08) Posted:
| Jumped again to 55.2M short position |
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Notice Co. has been doing a series of Share buyback. They know something? 1H2025 profit ok leh. See look entry.
Unlikely to recover in near term . Bear market start of 2026
Sgvale ( Date: 08-Dec-2025 09:52) Posted:
| Keep going down for past weeks. When is it ending? |
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Am watching at 5.83.
Checkerman ( Date: 08-Dec-2025 09:53) Posted:
My trader said might fall below 5.5
Wisedom ( Date: 05-Dec-2025 19:08) Posted:
| Jumped again to 55.2M short position |
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My trader said might fall below 5.5
Wisedom ( Date: 05-Dec-2025 19:08) Posted:
Jumped again to 55.2M short position.
Wisedom ( Date: 28-Nov-2025 18:41) Posted:
| Jumped to 52.8M short position. Retail investors back. |
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Keep going down for past weeks. When is it ending?
SCI clarify said still in discussion no confirmation yet , maybe this is just what the company try to hide the actually confirmed but haven't announced lah....
Wisedom ( Date: 07-Dec-2025 20:54) Posted:
| December 7, 2025 - 6.33PM ingapore?s Sembcorp nears deal to buy Alinta Energy
Singapore energy giant Sembcorp is moving to acquire Australia's fourth-largest power retailer Alinta Energy, in a deal that could be clinched this week. ---------+++--------
Singapore-listed energy major Sembcorp is poised to clinch a deal as early as this week to acquire Australia?s fourth-largest electricity and gas retailer, Alinta Energy, in what would be one of the most consequential entries by a foreign corporation into the nation?s power market in years, and a fresh marker of tightening economic links between Canberra and Singapore.
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December 7, 2025 - 6.33PM ingapore?s Sembcorp nears deal to buy Alinta Energy
Singapore energy giant Sembcorp is moving to acquire Australia's fourth-largest power retailer Alinta Energy, in a deal that could be clinched this week. ---------+++--------
Singapore-listed energy major Sembcorp is poised to clinch a deal as early as this week to acquire Australia?s fourth-largest electricity and gas retailer, Alinta Energy, in what would be one of the most consequential entries by a foreign corporation into the nation?s power market in years, and a fresh marker of tightening economic links between Canberra and Singapore.
Jumped again to 55.2M short position.
Wisedom ( Date: 28-Nov-2025 18:41) Posted:
Jumped to 52.8M short position. Retail investors back.
Wisedom ( Date: 21-Nov-2025 19:35) Posted:
| Good news. Last week report 53M. Today report down at 48.8M shorted shares. Retail Investors had an extreme Fear so they sold to smart shortists at low price. |
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5.8 is the resistance
dingbat ( Date: 24-Nov-2025 17:33) Posted:
https://www.theedgesingapore.com/capital/brokers-calls/ubs-values-sembcorp-industries-765-value-unlock
UBS values SI @ $7.65 |
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major correction soon. better stay away
pursuer76 ( Date: 01-Dec-2025 10:56) Posted:
| What just happened? Lau-sa-ing in process! |
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