$Sembcorp Ind(U96.SI)$ sit tight & hold tight. Alinta deal is near and to fund this purchase Sembcorp might announce India assets spin off at the same time. Heavily shorted counter in the past month. May trigger short covering if price shoots up. Just my piece of thinking. DYODD.
$SEMBCORP INDUSTRIES LTD(U96.SI)$ all Sembcorp investors should be quite relieved after reading the short sell report. Around 35% of the volume yesterday were shorted shares. I believe good company can withstand the short term pressure. Hopefully the management can do something to support the price eg. Share BuyBack or Director market purchase. DYODD.
$SEMBCORP INDUSTRIES LTD(U96.SI)$ profit taking + sell on news today. Bear in mind Sembcorp EPS is 30cents in H1 which is decent although it certainly missed some analysts forecasts. Also, 25% of today's volume are short position. Might need to cover back if share price rebound.
$SamuderaShipping(S56.SI)$ EQDP fund manager will look for undervalued small-medium company in SGX, I think this is one of the gem that they will notice.
$SEMBCORP INDUSTRIES LTD(U96.SI)$ Opportunity to load up from today's pull back. 1. The failed gas deal is not an issue for Sembcorp at all. No impact to Sembcorp financially. 2. Potential write off for its investment in Vietnam. There is no official statement from EVN to default its PPA with existing investors. The risk is there but will wait for further announcements from VN. Unlikely to default fully on all the PPAs during current renewables push by policy maker. *Personal view only. DYODD.