$Sembcorp Ind(U96.SI)$ This selldown is again unjustifiable. Citi comments were not new: Rupee headwinds, soft retails spread for nearly 50% of Senoko renewal plan. Looking forward, Alinta acquisition earnings contribution and India asset monetisation are the positive events that could move sembcorp. Meanwhile, all fundamental of sembcorp is still strong. Citi is writing the report to collect cheap chips. From my point of view, it could back to $6 very quickly, when we getting closer to H1 result. Just my piece of thoughts, DYODD.
$Sembcorp Ind(U96.SI)$ keep buying, short term will be very painful, setback in emission target, increasing leverage (due to alinta deal), but alinta is crucial for sembcorp next phase of growth. Not a buy recommendation, just my piece of opinion
$Sembcorp Ind(U96.SI)$ 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.