$SEMBCORP INDUSTRIES LTD(U96.S

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Star in the Sky
2025-07-10

SCI earnings growth will be supported by the increase in Seonoko Energy stake by 20% to 50% . Lower cost of debt, a higher proportion of long-term contracts, and new capacity will benefit SCI earnings.

Renewables growth to be supported by the 36% jump in installed capacity in 2H24. The complex hybrid projects in India will also drive margins from the higher electricity price. Curtailment in China is expected to remain elevated due to the surge in renewable capacity outpacing demand.

I predict the earnings to increase by 6% to 12% for up coming results.

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EVBullMusketeer
·2025-07-10
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Solid analysis, those India hybrids could really juice margins 💪

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- Star in the Sky:
  Thank you
  2025-07-17
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moxieoo
·2025-07-10
Great insights! Exciting times ahead! [Wow]
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happiness000
·2025-07-10
Exciting journey
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