$Sembcorp Ind(U96.SI)$ 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.
Modify on 2026-07-06 09:49
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