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Singapore' s Temasek-backed Sembcorp Industries said on Wednesday its subsidiary has signed a share purchase agreement to acquire ReNew Pvt Ltd' s solar energy unit for about S$246 million ($190.02 million) to bolster its renewable energy portfolio in India.
WHY IT' S IMPORTANT The deal comes at a time when India is looking to boost investments in renewable energy to meet its 500-gigawatt (GW) capacity of clean energy target by 2030 from the current 165 GW.
Upon completion, Sembcorp' s gross renewable energy capacity installed and under development in India will reach 6.9 GW.
The unit ReNew Sun Bright, part of Nasdaq-listed ReNew Energy Global, operates a 300 MW solar power plant located in India' s northwestern state of Rajasthan.
The project commenced commercial operations in November 2021 and operates under a 25-year power purchase agreement with the state government' s electricity company.
($1 = 1.2946 Singapore dollars)
It will be good if Temasek is also directly involved in this deal. SCI may need Temasek' s help if they intend to buy out 100% of Alinta.
beetlejuice ( Date: 09-Oct-2025 11:38) Posted:
Our PM & Energy Minister also in Australia now.
They are probly doing something to help cement this deal.
Sembcorp is afterall a Temasek company & we are moving meaningfully into renewable energy.
All the best to all who are vested.
Delvyss ( Date: 09-Oct-2025 10:54) Posted:
SCI is already a significant player in green energy in Asia.
Hypothetically, if Sembcorp were to acquire a significant portion of Alinta Energy, particularly its large renewable development pipeline (like Spinifex Wind or Oven Mountain Hydro), it would be a major boost to Sembcorp' s portfolio and could certainly help solidify its position as a big-league player, particularly in the Australian market and globally.
Do correct me. :)
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Our PM & Energy Minister also in Australia now.
They are probly doing something to help cement this deal.
Sembcorp is afterall a Temasek company & we are moving meaningfully into renewable energy.
All the best to all who are vested.
Delvyss ( Date: 09-Oct-2025 10:54) Posted:
SCI is already a significant player in green energy in Asia.
Hypothetically, if Sembcorp were to acquire a significant portion of Alinta Energy, particularly its large renewable development pipeline (like Spinifex Wind or Oven Mountain Hydro), it would be a major boost to Sembcorp' s portfolio and could certainly help solidify its position as a big-league player, particularly in the Australian market and globally.
Do correct me. :)
Louistan ( Date: 09-Oct-2025 10:14) Posted:
| If SCI is able to merge or acquire Alinta Enery, the impact to its bottomline will be significant. Can increase its profits by 20% (up to $200m). If SCI fell 25% or $1.80 because it missed the profit target by 50m (or 100m a year), acquiring Alinta should rightfully boost SCI' s price beyond $8. |
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Alinta Energy can be publicly listed quite easily and quickly. So SCI' s large investment in Alinta, it if proceeds, will not be a major issue.
Delvyss ( Date: 09-Oct-2025 10:54) Posted:
SCI is already a significant player in green energy in Asia.
Hypothetically, if Sembcorp were to acquire a significant portion of Alinta Energy, particularly its large renewable development pipeline (like Spinifex Wind or Oven Mountain Hydro), it would be a major boost to Sembcorp' s portfolio and could certainly help solidify its position as a big-league player, particularly in the Australian market and globally.
Do correct me. :)
Louistan ( Date: 09-Oct-2025 10:14) Posted:
| If SCI is able to merge or acquire Alinta Enery, the impact to its bottomline will be significant. Can increase its profits by 20% (up to $200m). If SCI fell 25% or $1.80 because it missed the profit target by 50m (or 100m a year), acquiring Alinta should rightfully boost SCI' s price beyond $8. |
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The shortists should be in deep trouble if they have not covered their shorts by now.
newbie2019 ( Date: 09-Oct-2025 10:52) Posted:
| Daily short sell volume is still very high, once they cover their shorts, it will propel the share price higher. |
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Based on SCI' s current strength, looks like it is more than just a bounce from oversold levels. It is likely moving due to merger/takeover of Alinta energy rumours which has a high chance of materialising.
Delvyss ( Date: 09-Oct-2025 11:04) Posted:
Hope so. Do share further follow up news or updates.
pursuer76 ( Date: 09-Oct-2025 11:00) Posted:
| Maybe the merger will happen soon |
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Hope so. Do share further follow up news or updates.
pursuer76 ( Date: 09-Oct-2025 11:00) Posted:
Maybe the merger will happen soon?
Delvyss ( Date: 09-Oct-2025 10:54) Posted:
SCI is already a significant player in green energy in Asia.
Hypothetically, if Sembcorp were to acquire a significant portion of Alinta Energy, particularly its large renewable development pipeline (like Spinifex Wind or Oven Mountain Hydro), it would be a major boost to Sembcorp' s portfolio and could certainly help solidify its position as a big-league player, particularly in the Australian market and globally.
Do correct me. :)
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Maybe the merger will happen soon?
Delvyss ( Date: 09-Oct-2025 10:54) Posted:
SCI is already a significant player in green energy in Asia.
Hypothetically, if Sembcorp were to acquire a significant portion of Alinta Energy, particularly its large renewable development pipeline (like Spinifex Wind or Oven Mountain Hydro), it would be a major boost to Sembcorp' s portfolio and could certainly help solidify its position as a big-league player, particularly in the Australian market and globally.
Do correct me. :)
Louistan ( Date: 09-Oct-2025 10:14) Posted:
| If SCI is able to merge or acquire Alinta Enery, the impact to its bottomline will be significant. Can increase its profits by 20% (up to $200m). If SCI fell 25% or $1.80 because it missed the profit target by 50m (or 100m a year), acquiring Alinta should rightfully boost SCI' s price beyond $8. |
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SCI is already a significant player in green energy in Asia.
Hypothetically, if Sembcorp were to acquire a significant portion of Alinta Energy, particularly its large renewable development pipeline (like Spinifex Wind or Oven Mountain Hydro), it would be a
major boost to Sembcorp' s portfolio and could certainly help solidify its position as a big-league player, particularly in the Australian market and globally.
Do correct me. :)
Louistan ( Date: 09-Oct-2025 10:14) Posted:
| If SCI is able to merge or acquire Alinta Enery, the impact to its bottomline will be significant. Can increase its profits by 20% (up to $200m). If SCI fell 25% or $1.80 because it missed the profit target by 50m (or 100m a year), acquiring Alinta should rightfully boost SCI' s price beyond $8. |
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Daily short sell volume is still very high, once they cover their shorts, it will propel the share price higher.
It should test its year high of 7.8 before its next half year result.
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If SCI is able to merge or acquire Alinta Enery, the impact to its bottomline will be significant. Can increase its profits by 20% (up to $200m). If SCI fell 25% or $1.80 because it missed the profit target by 50m (or 100m a year), acquiring Alinta should rightfully boost SCI' s price beyond $8.
Nope.
Juz tat it had reached initial target and also
approaching toppishness..
Juz take profit and buy if opportunity present again
Meanwhile, deploy the funds to other counters
which been laggard and bottomish eg. Food Empire
Cheers
pursuer76 ( Date: 09-Oct-2025 09:50) Posted:
Is it bcos u think it is unable to reach your 2nd target?
msksmsks ( Date: 09-Oct-2025 09:26) Posted:
Btw, i hv juz sold and took profit
as it had reached my first target price
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Is it bcos u think it is unable to reach your 2nd target?
msksmsks ( Date: 09-Oct-2025 09:26) Posted:
Btw, i hv juz sold and took profit
as it had reached my first target price
msksmsks ( Date: 09-Oct-2025 09:13) Posted:
How many times hv u talked down Sembcorp and
it never failed to impress me with inverse effect.
Sembcorp almost up 50ct liao when it went below
$6
LO |
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Btw, i hv juz sold and took profit
as it had reached my first target price
msksmsks ( Date: 09-Oct-2025 09:13) Posted:
How many times hv u talked down Sembcorp and
it never failed to impress me with inverse effect.
Sembcorp almost up 50ct liao when it went below
$6
LOL
Checkerman ( Date: 08-Oct-2025 08:57) Posted:
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How many times hv u talked down Sembcorp and
it never failed to impress me with inverse effect.
Sembcorp almost up 50ct liao when it went below
$6
LOL
Checkerman ( Date: 08-Oct-2025 08:57) Posted:
not a good sign
Louistan ( Date: 07-Oct-2025 15:43) Posted:
| I am shocked myself. Even yesterday with the stock showing clear signs of regaining upward momentum, the short volume was 55%. |
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https://www.theedgesingapore.com/news/company-news/sembcorp-acquire-full-ownership-solar-power-asset-india-246-mil
https://www.afr.com/companies/energy/alinta-progresses-merger-talks-with-singapore-s-sembcorp-20251008-p5n125
Yep, long term, the stock mkt rewards consistency & patience, not drama.
Do not confuse activities with progress.
Compounding in progress, do not interrupt unnecessarily.
Delvyss ( Date: 08-Oct-2025 10:36) Posted:
Focusing on a long-term investor view helps to avoid emotional decision-making driven by daily market volatility, which can lead to missing out on overall market growth and potentially sacrificing wealth over time. Historically, despite short-term fluctuations, markets have tended to rise, rewarding patient investors who stay the course and ignore daily noise.
Delvyss ( Date: 07-Oct-2025 09:43) Posted:
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Focusing on a long-term investor view helps to avoid emotional decision-making driven by daily market volatility, which can lead to missing out on overall market growth and potentially sacrificing wealth over time. Historically, despite short-term fluctuations, markets have tended to rise, rewarding patient investors who stay the course and ignore daily noise. Delvyss ( Date: 07-Oct-2025 09:43) Posted:
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