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SoulHeart
2023-05-26
Sembcorp
CGS-CIMB Maintains "Add" Call on Sembcorp Following Singtel Power Supply Deal
SoulHeart
2024-09-13
Will NVidia dip again?
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SoulHeart
2024-09-04
Good news from a software development company
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SoulHeart
2021-05-28
Great ariticle, would you like to share it?
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NVidia dip again?","listText":"Will NVidia dip again?","text":"Will NVidia dip again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348877962805408","repostId":"1196546051","repostType":2,"isVote":1,"tweetType":1,"viewCount":1386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345834390053120,"gmtCreate":1725437710620,"gmtModify":1725438013733,"author":{"id":"3574334317474026","authorId":"3574334317474026","name":"SoulHeart","avatar":"https://static.tigerbbs.com/4729c1e83cf8ca7bd88a57b6d37c6131","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574334317474026","authorIdStr":"3574334317474026"},"themes":[],"htmlText":"Good news from a software development company","listText":"Good news from a software development company","text":"Good news from a software development 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10:14","market":"sg","language":"en","title":"CGS-CIMB Maintains \"Add\" Call on Sembcorp Following Singtel Power Supply Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1186568304","media":"The Edge Singapore","summary":"CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp In","content":"<html><head></head><body><p>CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their "add" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.</p><p style=\"text-align: start;\">Under terms of the deal, Singtel will pay $180 million a year starting from Oct 2023, following the expiry of the current agreement this Sept.</p><p style=\"text-align: start;\">Citing figures from Sembcorp's annual reports, the utilities company booked interested party transaction sales of $174 million for FY2021 and $146 million for FY2019.</p><p>The new power supply deal will be put forward Singtel shareholders for their go ahead as part of the AGM agenda on July 28.</p><p style=\"text-align: start;\">This multi-year deal with Singtel follows a similar 18-year deal by Sembcorp with Micron.</p><p style=\"text-align: start;\">In its separate announcement on May 25, Singtel says that Sembcorp's proposal was the most competitive out of four potential suppliers considered.</p><p>Singtel also said that it has been offered the option to request Sembcorp to supply solar power, as well as opportunities for Singtel to participate in the latter's renewable energy projects to support Singtel’s green journey.</p><p style=\"text-align: start;\">According to Lim and Tan's estimate, with the Singtel and Micron deals in the bag, Sembcorp has secured takers for between 650 and 700 MW of capacity, out of its total of 1.2 GW installed here, for the coming 1 to 18 years.</p><p style=\"text-align: start;\">"As shorter-term contracts roll off, we believe Sembcorp would need to achieve a balance, leaving some capacity to ride on the spot market.</p><p>The analysts note that Singapore's so-called uniform Singapore energy price (USEP) has been surprisingly strong year to date at an average of $339/MWh, up 30% over 2H22’s average of $259/MWh, spurred by hotter weather and periods of unplanned maintenance of some plants.</p><p style=\"text-align: start;\">If spot prices remain firm, they see upside to their Sembcorp's current FY2023 earnings estimate of $629 million, which will be up 4% y-o-y。</p><p style=\"text-align: start;\">The target price, held steady at $5.12, is pegged to 12 x forward FY2024 earnings, and is at a 10% discount to Sembcorp's regional utilities peers.</p></body></html>","source":"lsy1655096814160","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCGS-CIMB Maintains \"Add\" Call on Sembcorp Following Singtel Power Supply Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 10:14 GMT+8 <a href=https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.Under terms of the deal, Singtel ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z74.SI":"新电信","U96.SI":"胜科工业"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186568304","content_text":"CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.Under terms of the deal, Singtel will pay $180 million a year starting from Oct 2023, following the expiry of the current agreement this Sept.Citing figures from Sembcorp's annual reports, the utilities company booked interested party transaction sales of $174 million for FY2021 and $146 million for FY2019.The new power supply deal will be put forward Singtel shareholders for their go ahead as part of the AGM agenda on July 28.This multi-year deal with Singtel follows a similar 18-year deal by Sembcorp with Micron.In its separate announcement on May 25, Singtel says that Sembcorp's proposal was the most competitive out of four potential suppliers considered.Singtel also said that it has been offered the option to request Sembcorp to supply solar power, as well as opportunities for Singtel to participate in the latter's renewable energy projects to support Singtel’s green journey.According to Lim and Tan's estimate, with the Singtel and Micron deals in the bag, Sembcorp has secured takers for between 650 and 700 MW of capacity, out of its total of 1.2 GW installed here, for the coming 1 to 18 years.\"As shorter-term contracts roll off, we believe Sembcorp would need to achieve a balance, leaving some capacity to ride on the spot market.The analysts note that Singapore's so-called uniform Singapore energy price (USEP) has been surprisingly strong year to date at an average of $339/MWh, up 30% over 2H22’s average of $259/MWh, spurred by hotter weather and periods of unplanned maintenance of some plants.If spot prices remain firm, they see upside to their Sembcorp's current FY2023 earnings estimate of $629 million, which will be up 4% y-o-y。The target price, held steady at $5.12, is pegged to 12 x forward FY2024 earnings, and is at a 10% discount to Sembcorp's regional utilities peers.","news_type":1,"symbols_score_info":{"Z74.SI":0.9,"U96.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":135669298,"gmtCreate":1622161606014,"gmtModify":1704180533403,"author":{"id":"3574334317474026","authorId":"3574334317474026","name":"SoulHeart","avatar":"https://static.tigerbbs.com/4729c1e83cf8ca7bd88a57b6d37c6131","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574334317474026","authorIdStr":"3574334317474026"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share 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10:14","market":"sg","language":"en","title":"CGS-CIMB Maintains \"Add\" Call on Sembcorp Following Singtel Power Supply Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1186568304","media":"The Edge Singapore","summary":"CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp In","content":"<html><head></head><body><p>CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their "add" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.</p><p style=\"text-align: start;\">Under terms of the deal, Singtel will pay $180 million a year starting from Oct 2023, following the expiry of the current agreement this Sept.</p><p style=\"text-align: start;\">Citing figures from Sembcorp's annual reports, the utilities company booked interested party transaction sales of $174 million for FY2021 and $146 million for FY2019.</p><p>The new power supply deal will be put forward Singtel shareholders for their go ahead as part of the AGM agenda on July 28.</p><p style=\"text-align: start;\">This multi-year deal with Singtel follows a similar 18-year deal by Sembcorp with Micron.</p><p style=\"text-align: start;\">In its separate announcement on May 25, Singtel says that Sembcorp's proposal was the most competitive out of four potential suppliers considered.</p><p>Singtel also said that it has been offered the option to request Sembcorp to supply solar power, as well as opportunities for Singtel to participate in the latter's renewable energy projects to support Singtel’s green journey.</p><p style=\"text-align: start;\">According to Lim and Tan's estimate, with the Singtel and Micron deals in the bag, Sembcorp has secured takers for between 650 and 700 MW of capacity, out of its total of 1.2 GW installed here, for the coming 1 to 18 years.</p><p style=\"text-align: start;\">"As shorter-term contracts roll off, we believe Sembcorp would need to achieve a balance, leaving some capacity to ride on the spot market.</p><p>The analysts note that Singapore's so-called uniform Singapore energy price (USEP) has been surprisingly strong year to date at an average of $339/MWh, up 30% over 2H22’s average of $259/MWh, spurred by hotter weather and periods of unplanned maintenance of some plants.</p><p style=\"text-align: start;\">If spot prices remain firm, they see upside to their Sembcorp's current FY2023 earnings estimate of $629 million, which will be up 4% y-o-y。</p><p style=\"text-align: start;\">The target price, held steady at $5.12, is pegged to 12 x forward FY2024 earnings, and is at a 10% discount to Sembcorp's regional utilities peers.</p></body></html>","source":"lsy1655096814160","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CGS-CIMB Maintains \"Add\" Call on Sembcorp Following Singtel Power Supply Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ 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float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCGS-CIMB Maintains \"Add\" Call on Sembcorp Following Singtel Power Supply Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-26 10:14 GMT+8 <a href=https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal><strong>The Edge Singapore</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.Under terms of the deal, Singtel ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z74.SI":"新电信","U96.SI":"胜科工业"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/cgs-cimb-maintains-add-call-sembcorp-following-singtel-power-supply-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186568304","content_text":"CGS CIMB analysts Lim Siew Khee and Izabella Tan have kept their \"add\" call and $5.12 on Sembcorp Industries following a ten-year power supply deal inked with Singtel.Under terms of the deal, Singtel will pay $180 million a year starting from Oct 2023, following the expiry of the current agreement this Sept.Citing figures from Sembcorp's annual reports, the utilities company booked interested party transaction sales of $174 million for FY2021 and $146 million for FY2019.The new power supply deal will be put forward Singtel shareholders for their go ahead as part of the AGM agenda on July 28.This multi-year deal with Singtel follows a similar 18-year deal by Sembcorp with Micron.In its separate announcement on May 25, Singtel says that Sembcorp's proposal was the most competitive out of four potential suppliers considered.Singtel also said that it has been offered the option to request Sembcorp to supply solar power, as well as opportunities for Singtel to participate in the latter's renewable energy projects to support Singtel’s green journey.According to Lim and Tan's estimate, with the Singtel and Micron deals in the bag, Sembcorp has secured takers for between 650 and 700 MW of capacity, out of its total of 1.2 GW installed here, for the coming 1 to 18 years.\"As shorter-term contracts roll off, we believe Sembcorp would need to achieve a balance, leaving some capacity to ride on the spot market.The analysts note that Singapore's so-called uniform Singapore energy price (USEP) has been surprisingly strong year to date at an average of $339/MWh, up 30% over 2H22’s average of $259/MWh, spurred by hotter weather and periods of unplanned maintenance of some plants.If spot prices remain firm, they see upside to their Sembcorp's current FY2023 earnings estimate of $629 million, which will be up 4% y-o-y。The target price, held steady at $5.12, is pegged to 12 x forward FY2024 earnings, and is at a 10% discount to Sembcorp's regional utilities peers.","news_type":1,"symbols_score_info":{"Z74.SI":0.9,"U96.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348877962805408,"gmtCreate":1726193835476,"gmtModify":1726193839536,"author":{"id":"3574334317474026","authorId":"3574334317474026","name":"SoulHeart","avatar":"https://static.tigerbbs.com/4729c1e83cf8ca7bd88a57b6d37c6131","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574334317474026","authorIdStr":"3574334317474026"},"themes":[],"htmlText":"Will NVidia dip again?","listText":"Will NVidia dip again?","text":"Will NVidia dip 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