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Difficult to break 6.1
pursuer76 ( Date: 30-Sep-2025 11:32) Posted:
| SCI legs lumbek...want stand up but not enough strength... |
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Higher household electricity and gas tariffs from October to December eligible families to get rebates
Wisedom ( Date: 30-Sep-2025 19:43) Posted:
SINGAPORE] Electricity tariffs for households for the period of Oct 1 to Dec 31 this year, prior to goods and services tax (GST), will go up by 0.3 per cent, or 0.08 Singapore cent per kWh, from what it was in the previous quarter.
The increase, rooted in higher energy costs, will push household electricity tariffs to 27.55 cents per kWh in Q4, from 27.47 cents in the quarter prior.
The average monthly electricity bill for families living in HDB four-room flats will rise by 31 cents before GST.
Wisedom ( Date: 28-Sep-2025 15:05) Posted:
| According to Next insight's report dated 28 Sep 2025 and headlined "key companies benefiting from AI booming and data centres' power booming". On the power front, Sembcorp Industries is noted for running the grid that powers much of Singapore?s data center ecosystem. With a whopping 33% share of energy provision to local data centers, it counts key clients including Singtel and Equinix. AI overview: South East Asia and East Asia's demand for AI usage and quick adoption of AI technologies leading to booming demand of data centres power demand, especially India and China has occurred significantly, thus straining much the power grids since Aug 2025. (Note: it is worth looking at high yield dividend stocks like SCI with 4.3% yield given its current market price and SCI will definitely grow energy renewables capacity to 25 GW by 2028 from 18 GW now. 18 GW is expected to reach almost full utilisation by 2027) |
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SINGAPORE] Electricity tariffs for households for the period of Oct 1 to Dec 31 this year, prior to goods and services tax (GST), will go up by 0.3 per cent, or 0.08 Singapore cent per kWh, from what it was in the previous quarter.
The increase, rooted in higher energy costs, will push household electricity tariffs to 27.55 cents per kWh in Q4, from 27.47 cents in the quarter prior.
The average monthly electricity bill for families living in HDB four-room flats will rise by 31 cents before GST.
Wisedom ( Date: 28-Sep-2025 15:05) Posted:
| According to Next insight's report dated 28 Sep 2025 and headlined "key companies benefiting from AI booming and data centres' power booming". On the power front, Sembcorp Industries is noted for running the grid that powers much of Singapore?s data center ecosystem. With a whopping 33% share of energy provision to local data centers, it counts key clients including Singtel and Equinix. AI overview: South East Asia and East Asia's demand for AI usage and quick adoption of AI technologies leading to booming demand of data centres power demand, especially India and China has occurred significantly, thus straining much the power grids since Aug 2025. (Note: it is worth looking at high yield dividend stocks like SCI with 4.3% yield given its current market price and SCI will definitely grow energy renewables capacity to 25 GW by 2028 from 18 GW now. 18 GW is expected to reach almost full utilisation by 2027) |
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Press Release
September 30, 2025
Muscat ? Sembcorp Industries (Sembcorp) through its subsidiary, Sembcorp Salalah Power & Water Company SAOG (SSPWC), has been awarded a new 10-year Power and Water Purchase Agreement (PWPA) from Nama Power and Water Procurement Company (Nama PWP). The new agreement will commence from 4 April 2027, following the expiry of the current 15-year PWPA on 3 April 2027.
Under the new PWPA, the contracted capacity of the Salalah Independent Water and Power Plant is 465MW of power per hour and 15 million imperial gallons (68,190 cubic metres) of water per day. The plant, which is developed, owned and operated by SSPWC, comprises a gas-fired combined cycle power plant and a reverse osmosis seawater desalination plant.
The award ensures continued offtake under mutually agreed commercial terms and reinforces the strategic partnership between SSPWC and Nama PWP. It also strengthens long-term revenue visibility and supports operational sustainability.
With a portfolio of over 1.0GW of energy assets in Oman, comprising gas and renewables, Sembcorp is well-positioned to advance its long-term growth plans in the Sultanate.
SCI legs lumbek...want stand up but not enough strength...
Street Talk
Alinta?s Singaporean suitor prepares bid for $1b green energy platform
Sarah Thompson, Kanika Sood and Emma Rapaport
Sep 28, 2025 ? 3.56pm
Alinta Energy is not the only target in the sights of Sembcorp, the $S10.4 billion ($12.2 billion) Singapore-listed energy producer that?s stormed onto Australia?s dealmaking circuit as it looks for a local beachhead.
More shorting shares at lower price, then great opportunity to accumulate more.
According to Next insight's report dated 28 Sep 2025 and headlined "key companies benefiting from AI booming and data centres' power booming". On the power front, Sembcorp Industries is noted for running the grid that powers much of Singapore?s data center ecosystem. With a whopping 33% share of energy provision to local data centers, it counts key clients including Singtel and Equinix. AI overview: South East Asia and East Asia's demand for AI usage and quick adoption of AI technologies leading to booming demand of data centres power demand, especially India and China has occurred significantly, thus straining much the power grids since Aug 2025. (Note: it is worth looking at high yield dividend stocks like SCI with 4.3% yield given its current market price and SCI will definitely grow energy renewables capacity to 25 GW by 2028 from 18 GW now. 18 GW is expected to reach almost full utilisation by 2027)
Number of shorted shares holding is 52.8M, that is, almost 3%, up from 2.8% week on week with 4M shares added. Big shortists have still hammered down SCI price with their strong muscle for several weeks.
Wisedom ( Date: 19-Sep-2025 19:36) Posted:
SCI's shorted shares holding at 2.8% up from 2.5% week on week with 4M shorted shares added per week. It is the 3rd heavily shorted shares among all SG stocks after Genting Highland and Fraser Commercial and Logistic Trust (REIT). SCI at low PE ratio of 10.6 compared to STI stocks' average PE ratio of 13.7. SCI's dividend yield is 4.2% as SCI stated to maintain stable dividend of 17 cents in 2H 2025, giving full year 26 cents.
Wisedom ( Date: 13-Sep-2025 01:20) Posted:
| Jumped to 2.5% from 2.1% week on week with another approx 8 million shorted shares added. Shortists still have a big stomach during a war with Big Retail Investors |
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What' s the sbb when you need them
Bad sign . Will falll below 6
Ohyonglee ( Date: 25-Sep-2025 19:12) Posted:
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Market scare Sembcorp overpaid and suffer indigestion. GLCs has the tendency to overpaid. See DBS and Singtel in 2001.
Damn cui
I heard that Sembcorp engaged Goldman Sachs as M&A advisor and is currently pursuing Alinta. Good luck to big retail investors!
hope can break up soon ...
SCI's shorted shares holding at 2.8% up from 2.5% week on week with 4M shorted shares added per week. It is the 3rd heavily shorted shares among all SG stocks after Genting Highland and Fraser Commercial and Logistic Trust (REIT). SCI at low PE ratio of 10.6 compared to STI stocks' average PE ratio of 13.7. SCI's dividend yield is 4.2% as SCI stated to maintain stable dividend of 17 cents in 2H 2025, giving full year 26 cents.
Wisedom ( Date: 13-Sep-2025 01:20) Posted:
Jumped to 2.5% from 2.1% week on week with another approx 8 million shorted shares added. Shortists still have a big stomach during a war with Big Retail Investors.
Wisedom ( Date: 05-Sep-2025 18:48) Posted:
| Shorted shares of total issued shares stand at 2.1%, a big jump week on week compared to 1.6% with about 8 million shorted shares added. The Big shortists still test how strong big retail investors hold shares. |
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https://www.google.com/amp/s/www.theaustralian.com.au/business/dataroom/with-alinta-merger-off-table-energyaustralia-in-holding-pattern/news-story/725d3b25d562559fad5246ac16850904%3famp. Talk between Sembcorp Industries and Alinta Energy is progressing. Hopefully, the good deal will be out soon
Wisedom ( Date: 12-Sep-2025 14:07) Posted:
https://www.google.com/amp/s/www.theaustralian.com.au/business/dataroom/singaporean-group-eyes-alinta-energy/news-story/6ddb1f803d609b056f8cd8a00bc315ce%3famp
Wisedom ( Date: 12-Sep-2025 13:59) Posted:
| AI Overview:
Alinta Energy's net profit surged 52% to approximately $1.45 billion in the last financial year (presumably FY24). This significant increase in profit was driven by strong performance across its operations, particularly from the Loy Yang B power station, with sales rising by 21% to $9.26 billion.
Key financial highlights:
Net Profit: Increased by 52% to about $1.45 billion.
Total Sales: Grew by 21% to $9.26 billion.
Profit Drivers: Strong performance from the Loy Yang B power station contributed significantly to the overall profit.
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Thank for sharing what CEO already hinted about M&A. Merger is most likely. It will typically call for high valuation with Sembcorp retaining its name on SGX. The synergies gives an competitive and market advantage, high cost saving from consolidation of manpower, etc. and are in expansion mode. Additionally SCI will likely list India operation so that they are able to fund US$10.4 billion takeover/merger.
Louistan ( Date: 12-Sep-2025 15:31) Posted:
CEO already hinted during post-results briefing that they are on the prowl for M& As which could contribute significantly to its profits. As well as listing of its India operations. But i guess very few paid attention as all busy liquidating SCI and deploying to lower-cap stocks to make a quick profit. Very soon, they will be back, chasing after SCI at elevated prices.
Wisedom ( Date: 12-Sep-2025 14:07) Posted:
| https://www.google.com/amp/s/www.theaustralian.com.au/business/dataroom/singaporean-group-eyes-alinta-energy/news-story/6ddb1f803d609b056f8cd8a00bc315ce%3fam |
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Jumped to 2.5% from 2.1% week on week with another approx 8 million shorted shares added. Shortists still have a big stomach during a war with Big Retail Investors.
Wisedom ( Date: 05-Sep-2025 18:48) Posted:
Shorted shares of total issued shares stand at 2.1%, a big jump week on week compared to 1.6% with about 8 million shorted shares added. The Big shortists still test how strong big retail investors hold shares.
Wisedom ( Date: 29-Aug-2025 19:54) Posted:
| Climbed to 1.6% week on week from 1.4% with about 3m shorted shares added |
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CEO already hinted during post-results briefing that they are on the prowl for M& As which could contribute significantly to its profits. As well as listing of its India operations. But i guess very few paid attention as all busy liquidating SCI and deploying to lower-cap stocks to make a quick profit. Very soon, they will be back, chasing after SCI at elevated prices.
Wisedom ( Date: 12-Sep-2025 14:07) Posted:
https://www.google.com/amp/s/www.theaustralian.com.au/business/dataroom/singaporean-group-eyes-alinta-energy/news-story/6ddb1f803d609b056f8cd8a00bc315ce%3famp
Wisedom ( Date: 12-Sep-2025 13:59) Posted:
| AI Overview:
Alinta Energy's net profit surged 52% to approximately $1.45 billion in the last financial year (presumably FY24). This significant increase in profit was driven by strong performance across its operations, particularly from the Loy Yang B power station, with sales rising by 21% to $9.26 billion.
Key financial highlights:
Net Profit: Increased by 52% to about $1.45 billion.
Total Sales: Grew by 21% to $9.26 billion.
Profit Drivers: Strong performance from the Loy Yang B power station contributed significantly to the overall profit.
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