$Sembcorp Ind(U96.SG)
Background:
Sembcorp’s earnings are supported by Singapore power demand, data-centre growth and its expanded renewable-energy business after acquiring Alinta Energy. Near-term earnings may improve in 2H2026.
My trade: Bought at an average cost of S$5.72
Takeaway:
My entry is a bit high. I’d hold for 2–3 years, with S$6.50–7.00 as a potential medium-term range if earnings and Alinta integration progress well. Main risks are leverage and weaker power/renewables margins.
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