Catch up on the latest news re: Sembcorp Industries
🆕Macquarie has listed a new call warrant $SembInd MBeCW260730(NBDW.SI)$ (https://warrants.com.sg/tools/livematrix/NBDW) tracking Sembcorp Industries shares this morning
📉Back in August 2025, the stock suffered its largest single-day decline on record in early August 2025, plunging as much as 16% after the company reported first-half sales of S$2.94 billion, an 8.3% year-over-year decline that missed the analyst estimate of S$3.35 billion (Bloomberg)
⚡The sales miss was attributed to lower contributions from natural gas and renewable businesses due to lower energy prices in Singapore, as well as lower revenue recognized in the Integrated Urban Solutions segment
〰 $Sembcorp Ind(U96.SI)$ have been trading in the $6 to $6.50 price range since the August plunge
🤝In December 2025, Sembcorp announced a major acquisition of Australia's Alinta Energy for A$6.5 billion (US$4.3 billion) in enterprise value. Analysts viewed the deal as accretive, adding roughly S$140 million in reported profit per annum and providing a scalable platform with high-quality assets (Dow Jones)
🔺In January 2026, Bloomberg Dividend Projections increased Sembcorp's estimated dividend payments over the next year by 36% to 38 Singapore cents per share from the previous estimate of 28 Singapore cents
🗳Based on the estimates of 12 analysts polled by Bloomberg, there are 8 "Buys", 4 "Holds" and 0 "Sells" on Sembcorp Industries shares. The consensus buy rating on the stock is 4.17 out of 5 while the 12-month target price is $7.13
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