Sembcorp Industries Archives

[Final Update] Sembcorp Industries is DARN CHEAP

September 29, 2020

We’ve closed out on our Sembcorp Industries trade idea!

[Update] Sembcorp Industries shareholders are going to receive Sembcorp Marine shares – What to Expect + What to Do

September 8, 2020

Sembcorp Industries shareholders will be receiving their entitled SembMarine shares on 11 Sept (Fri). Here’s what we’d do for both stocks.

Temasek & Keppel – What’s the Deal?

August 6, 2020

We think Temasek will likely revise the partial offer price downwards, as opposed to walking away from the deal. With a potential revised offer price of S$6.90, Keppel looks cheap to us!

[Update] Sembcorp Industries is still DARN CHEAP

July 15, 2020

Our thesis remains intact. Ahead of 1H20 earnings, we provide some updates on Sembcorp Industries.

SEMBCORP INDUSTRIES IS DAMN CHEAP

June 11, 2020

The implied valuation of Sembcorp Industries’ demerged entity is close to A THIRD of global peers. That is very very cheap for a stable profit-generative company.

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