$SEMBCORP INDUSTRIES LTD(U96.SI)$
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.
Modify on 2025-03-14 13:35
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