Sembcorp Marine 1Q15: Results Inline, Limited Downside in the near Term
I talked about downside to Sembcorp Marine Ltd 's revenue and margins in my earlier insights, particularly the following two insights: Sembcorp...
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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...
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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...
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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...
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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...
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