SembCorp Industries: Putting on a Brave Face
SembCorp Industries might have two main revenue drivers - Utilities and Marine. But these play a vastly different role in terms of driving...
186 Views
Keppel Corp 1Q16 Results: Property Come to Save Offshore? What Awaits SMM?
Keppel Corp reported its 1Q16 results this evening (here is the url to the announcement and presentation). Overall it is a set of disappointing...
238 Views
Sembcorp Industries: Ups Stake in India Thermal, One Step Closer to IPO?
Sembcorp Industries Ltd announced that it is increasing its stake in mega India power project NCCPP from 49% to 88% at a cost of INR6.5bn (or...
211 Views
SCI Company Meeting Take-Away: SG Power Market Bottoming, India to Soar
Post SCI's 4Q results, we met with the management to discuss the future growth drivers. In this insight, I consolidate our discussion with the...
226 Views
SCI 4Q15 Results: Bullish on Utilities, Thoughts on SMM
Sembcorp Industries Ltd reported its 4Q15 results this evening (link to financial statement, presentation). Thanks to the net loss contribution...
211 Views