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SoulHeart
2024-09-13
Will NVidia dip again?
Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock
SoulHeart
2024-09-04
Good news from a software development company
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SoulHeart
2023-05-26
Sembcorp
CGS-CIMB Maintains "Add" Call on Sembcorp Following Singtel Power Supply Deal
SoulHeart
2021-05-28
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NVidia dip again?","listText":"Will NVidia dip again?","text":"Will NVidia dip again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348877962805408","repostId":"1196546051","repostType":2,"repost":{"id":"1196546051","kind":"news","pubTimestamp":1726192800,"share":"https://ttm.financial/m/news/1196546051?lang=en_US&edition=fundamental","pubTime":"2024-09-13 10:00","market":"us","language":"en","title":"Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1196546051","media":"Investing.com","summary":"Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The t","content":"<div>\n<p>Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The ...</p>\n\n<a href=\"https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644\">Source Link</a>\n\n</div>\n","source":"investingArticles_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 10:00 GMT+8 <a href=https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The ...</p>\n\n<a href=\"https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196546051","content_text":"Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The transactions, carried out over two days, resulted in the sale of Nvidia shares worth over $26 million.The sales occurred on September 10th and 11th, with prices per share ranging from $104.99 to $117.072. These transactions were executed under a pre-arranged trading plan, known as a Rule 10b5-1 trading plan, which allows company insiders to sell stocks at predetermined times to avoid accusations of insider trading.While the exact number of shares sold at each price point was not disclosed in the filing, the weighted average prices for the shares sold on each day were provided in footnotes, indicating a range of prices within approximately one dollar of the average price reported for each batch of sales.As a result of these sales, Jen-Hsun Huang's direct ownership in Nvidia stock has been adjusted, but he remains a significant shareholder through various indirect holdings. These include shares held by trusts and partnerships where Huang serves as a trustee or has a controlling interest.Investors often monitor the buying and selling activity of company executives as it can provide insights into their confidence in the company's future performance. However, sales made under Rule 10b5-1 trading plans are scheduled in advance and may not necessarily reflect the executive's real-time perspective on the company's outlook.Nvidia's stock performance and market position continue to be of keen interest to investors, particularly as the semiconductor industry experiences shifts in demand and supply chain dynamics. The company has not provided any comments on these specific transactions at this time.In other recent news, Nvidia's shares saw a significant 8% increase following reports of the U.S. government possibly allowing the export of advanced chips to Saudi Arabia. Goldman Sachs reaffirmed its Conviction Buy rating on Nvidia, highlighting the company's strategic position and growth prospects in the accelerated computing space, particularly within data centers. The company's CEO, Mr. Huang, emphasized Nvidia's competitive advantages, including a broad GPU installed base, the integration of hardware with domain-specific software libraries, and the capacity to create rack-level systems with innovations across various chips.In related developments, data center operator Switch (NYSE:SWCH) is considering an initial public offering (IPO) that could potentially value the company at approximately $40 billion. This move comes amidst a surge in demand for data infrastructure driven by the growing interest in generative artificial intelligence, benefiting companies like Nvidia.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345834390053120,"gmtCreate":1725437710620,"gmtModify":1725438013733,"author":{"id":"3574334317474026","authorId":"3574334317474026","name":"SoulHeart","avatar":"https://static.tigerbbs.com/4729c1e83cf8ca7bd88a57b6d37c6131","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574334317474026","idStr":"3574334317474026"},"themes":[],"htmlText":"Good news from a software development company","listText":"Good news from a software development company","text":"Good news from a software development company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345834390053120","repostId":"1127631866","repostType":2,"isVote":1,"tweetType":1,"viewCount":1438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970771865,"gmtCreate":1685067643758,"gmtModify":1685067811758,"author":{"id":"3574334317474026","authorId":"3574334317474026","name":"SoulHeart","avatar":"https://static.tigerbbs.com/4729c1e83cf8ca7bd88a57b6d37c6131","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574334317474026","idStr":"3574334317474026"},"themes":[],"htmlText":"Sembcorp","listText":"Sembcorp","text":"Sembcorp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970771865","repostId":"1186568304","repostType":2,"repost":{"id":"1186568304","kind":"news","pubTimestamp":1685067255,"share":"https://ttm.financial/m/news/1186568304?lang=en_US&edition=fundamental","pubTime":"2023-05-26 10:14","market":"sg","language":"en","title":"CGS-CIMB Maintains \"Add\" Call on Sembcorp Following Singtel Power Supply Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1186568304","media":"The Edge Singapore","summary":"CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp In","content":"<html><head></head><body><p>CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their "add" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.</p><p style=\"text-align: start;\">Under terms of the deal, Singtel will pay $180 million a year starting from Oct 2023, following the expiry of the current agreement this Sept.</p><p style=\"text-align: start;\">Citing figures from Sembcorp's annual reports, the utilities company booked interested party transaction sales of $174 million for FY2021 and $146 million for FY2019.</p><p>The new power supply deal will be put forward Singtel shareholders for their go ahead as part of the AGM agenda on July 28.</p><p style=\"text-align: start;\">This multi-year deal with Singtel follows a similar 18-year deal by Sembcorp with Micron.</p><p style=\"text-align: start;\">In its separate announcement on May 25, Singtel says that Sembcorp's proposal was the most competitive out of four potential suppliers considered.</p><p>Singtel also said that it has been offered the option to request Sembcorp to supply solar power, as well as opportunities for Singtel to participate in the latter's renewable energy projects to support Singtel’s green journey.</p><p style=\"text-align: start;\">According to Lim and Tan's estimate, with the Singtel and Micron deals in the bag, Sembcorp has secured takers for between 650 and 700 MW of capacity, out of its total of 1.2 GW installed here, for the coming 1 to 18 years.</p><p style=\"text-align: start;\">"As shorter-term contracts roll off, we believe Sembcorp would need to achieve a balance, leaving some capacity to ride on the spot market.</p><p>The analysts note that Singapore's so-called uniform Singapore energy price (USEP) has been surprisingly strong year to date at an average of $339/MWh, up 30% over 2H22’s average of $259/MWh, spurred by hotter weather and periods of unplanned maintenance of some plants.</p><p style=\"text-align: start;\">If spot prices remain firm, they see upside to their Sembcorp's current FY2023 earnings estimate of $629 million, which will be up 4% y-o-y。</p><p style=\"text-align: start;\">The target price, held steady at $5.12, is pegged to 12 x forward FY2024 earnings, and is at a 10% discount to Sembcorp's regional utilities peers.</p></body></html>","source":"lsy1655096814160","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CGS-CIMB Maintains \"Add\" Call on Sembcorp Following Singtel Power Supply Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ 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float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCGS-CIMB Maintains \"Add\" Call on Sembcorp Following Singtel Power Supply Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 10:14 GMT+8 <a href=https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.Under terms of the deal, Singtel ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U96.SI":"胜科工业","Z74.SI":"新电信"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186568304","content_text":"CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.Under terms of the deal, Singtel will pay $180 million a year starting from Oct 2023, following the expiry of the current agreement this Sept.Citing figures from Sembcorp's annual reports, the utilities company booked interested party transaction sales of $174 million for FY2021 and $146 million for FY2019.The new power supply deal will be put forward Singtel shareholders for their go ahead as part of the AGM agenda on July 28.This multi-year deal with Singtel follows a similar 18-year deal by Sembcorp with Micron.In its separate announcement on May 25, Singtel says that Sembcorp's proposal was the most competitive out of four potential suppliers considered.Singtel also said that it has been offered the option to request Sembcorp to supply solar power, as well as opportunities for Singtel to participate in the latter's renewable energy projects to support Singtel’s green journey.According to Lim and Tan's estimate, with the Singtel and Micron deals in the bag, Sembcorp has secured takers for between 650 and 700 MW of capacity, out of its total of 1.2 GW installed here, for the coming 1 to 18 years.\"As shorter-term contracts roll off, we believe Sembcorp would need to achieve a balance, leaving some capacity to ride on the spot market.The analysts note that Singapore's so-called uniform Singapore energy price (USEP) has been surprisingly strong year to date at an average of $339/MWh, up 30% over 2H22’s average of $259/MWh, spurred by hotter weather and periods of unplanned maintenance of some plants.If spot prices remain firm, they see upside to their Sembcorp's current FY2023 earnings estimate of $629 million, which will be up 4% y-o-y。The target price, held steady at $5.12, is pegged to 12 x forward FY2024 earnings, and is at a 10% discount to Sembcorp's regional utilities peers.","news_type":1,"symbols_score_info":{"Z74.SI":0.9,"U96.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135669298,"gmtCreate":1622161606014,"gmtModify":1704180533403,"author":{"id":"3574334317474026","authorId":"3574334317474026","name":"SoulHeart","avatar":"https://static.tigerbbs.com/4729c1e83cf8ca7bd88a57b6d37c6131","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574334317474026","idStr":"3574334317474026"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/135669298","repostId":"2138179626","repostType":4,"isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9970771865,"gmtCreate":1685067643758,"gmtModify":1685067811758,"author":{"id":"3574334317474026","authorId":"3574334317474026","name":"SoulHeart","avatar":"https://static.tigerbbs.com/4729c1e83cf8ca7bd88a57b6d37c6131","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574334317474026","idStr":"3574334317474026"},"themes":[],"htmlText":"Sembcorp","listText":"Sembcorp","text":"Sembcorp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970771865","repostId":"1186568304","repostType":2,"repost":{"id":"1186568304","kind":"news","pubTimestamp":1685067255,"share":"https://ttm.financial/m/news/1186568304?lang=en_US&edition=fundamental","pubTime":"2023-05-26 10:14","market":"sg","language":"en","title":"CGS-CIMB Maintains \"Add\" Call on Sembcorp Following Singtel Power Supply Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1186568304","media":"The Edge Singapore","summary":"CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp In","content":"<html><head></head><body><p>CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their "add" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.</p><p style=\"text-align: start;\">Under terms of the deal, Singtel will pay $180 million a year starting from Oct 2023, following the expiry of the current agreement this Sept.</p><p style=\"text-align: start;\">Citing figures from Sembcorp's annual reports, the utilities company booked interested party transaction sales of $174 million for FY2021 and $146 million for FY2019.</p><p>The new power supply deal will be put forward Singtel shareholders for their go ahead as part of the AGM agenda on July 28.</p><p style=\"text-align: start;\">This multi-year deal with Singtel follows a similar 18-year deal by Sembcorp with Micron.</p><p style=\"text-align: start;\">In its separate announcement on May 25, Singtel says that Sembcorp's proposal was the most competitive out of four potential suppliers considered.</p><p>Singtel also said that it has been offered the option to request Sembcorp to supply solar power, as well as opportunities for Singtel to participate in the latter's renewable energy projects to support Singtel’s green journey.</p><p style=\"text-align: start;\">According to Lim and Tan's estimate, with the Singtel and Micron deals in the bag, Sembcorp has secured takers for between 650 and 700 MW of capacity, out of its total of 1.2 GW installed here, for the coming 1 to 18 years.</p><p style=\"text-align: start;\">"As shorter-term contracts roll off, we believe Sembcorp would need to achieve a balance, leaving some capacity to ride on the spot market.</p><p>The analysts note that Singapore's so-called uniform Singapore energy price (USEP) has been surprisingly strong year to date at an average of $339/MWh, up 30% over 2H22’s average of $259/MWh, spurred by hotter weather and periods of unplanned maintenance of some plants.</p><p style=\"text-align: start;\">If spot prices remain firm, they see upside to their Sembcorp's current FY2023 earnings estimate of $629 million, which will be up 4% y-o-y。</p><p style=\"text-align: start;\">The target price, held steady at $5.12, is pegged to 12 x forward FY2024 earnings, and is at a 10% discount to Sembcorp's regional utilities peers.</p></body></html>","source":"lsy1655096814160","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCGS-CIMB Maintains \"Add\" Call on Sembcorp Following Singtel Power Supply Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 10:14 GMT+8 <a href=https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.Under terms of the deal, Singtel ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U96.SI":"胜科工业","Z74.SI":"新电信"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186568304","content_text":"CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.Under terms of the deal, Singtel will pay $180 million a year starting from Oct 2023, following the expiry of the current agreement this Sept.Citing figures from Sembcorp's annual reports, the utilities company booked interested party transaction sales of $174 million for FY2021 and $146 million for FY2019.The new power supply deal will be put forward Singtel shareholders for their go ahead as part of the AGM agenda on July 28.This multi-year deal with Singtel follows a similar 18-year deal by Sembcorp with Micron.In its separate announcement on May 25, Singtel says that Sembcorp's proposal was the most competitive out of four potential suppliers considered.Singtel also said that it has been offered the option to request Sembcorp to supply solar power, as well as opportunities for Singtel to participate in the latter's renewable energy projects to support Singtel’s green journey.According to Lim and Tan's estimate, with the Singtel and Micron deals in the bag, Sembcorp has secured takers for between 650 and 700 MW of capacity, out of its total of 1.2 GW installed here, for the coming 1 to 18 years.\"As shorter-term contracts roll off, we believe Sembcorp would need to achieve a balance, leaving some capacity to ride on the spot market.The analysts note that Singapore's so-called uniform Singapore energy price (USEP) has been surprisingly strong year to date at an average of $339/MWh, up 30% over 2H22’s average of $259/MWh, spurred by hotter weather and periods of unplanned maintenance of some plants.If spot prices remain firm, they see upside to their Sembcorp's current FY2023 earnings estimate of $629 million, which will be up 4% y-o-y。The target price, held steady at $5.12, is pegged to 12 x forward FY2024 earnings, and is at a 10% discount to Sembcorp's regional utilities peers.","news_type":1,"symbols_score_info":{"Z74.SI":0.9,"U96.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348877962805408,"gmtCreate":1726193835476,"gmtModify":1726193839536,"author":{"id":"3574334317474026","authorId":"3574334317474026","name":"SoulHeart","avatar":"https://static.tigerbbs.com/4729c1e83cf8ca7bd88a57b6d37c6131","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574334317474026","idStr":"3574334317474026"},"themes":[],"htmlText":"Will NVidia dip again?","listText":"Will NVidia dip again?","text":"Will NVidia dip again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348877962805408","repostId":"1196546051","repostType":2,"isVote":1,"tweetType":1,"viewCount":1303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345834390053120,"gmtCreate":1725437710620,"gmtModify":1725438013733,"author":{"id":"3574334317474026","authorId":"3574334317474026","name":"SoulHeart","avatar":"https://static.tigerbbs.com/4729c1e83cf8ca7bd88a57b6d37c6131","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574334317474026","idStr":"3574334317474026"},"themes":[],"htmlText":"Good news from a software development company","listText":"Good news from a software development company","text":"Good news from a software development 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