sembcorp industries

ESG INSIGHTS

Issue 192: Sembcorp’s renewable catalysts; South-east Asia’s geothermal potential

This week in ESG: Sembcorp shareholders approve S$0.16-per-share final dividend; Singapore requests geothermal feasibility study

Sembcorp's diversified portfolio of piped natural gas and liquefied natural gas from multiple global origins mitigates near-term disruption risks.

Singapore gas supply secure; higher power prices may benefit units: Sembcorp

Sembcorp Power, Senoko Energy may gain from selling excess capacity into the spot market

VSIP has now grown to 22 parks spanning nearly 12,000 hectares across 15 provinces and cities, with a plan to raise the total to 30 in 2026.
INSIDE ASEAN

From farmland to factory floor: Vietnam-Singapore industrial parks gear up for next chapter

Facilities under the joint venture are moving from labour-intensive growth to high-tech, green goals

Sembcorp chief executive Wong Kim Yin's annual compensation includes S$1.4 million in fixed pay and a S$550,000 bonus.

Sembcorp CEO’s pay rises 6.3% to S$6.8 million for FY2025

Other management executives are paid a total of S$16.5 million

Tow Heng Tan is retiring to “pursue his personal interests and passions” after a 50-year career in corporate and executive leadership, says Sembcorp Industries.

Sembcorp chairman Tow Heng Tan to retire; Andreas Sohmen-Pao to succeed him from Jun 1

Yap Chee Keong will also step down as director and chairman of the audit committee on Apr 29, with Steven Phan taking over thereafter

The planned data centre campus will span about 4.5 hectares, and will be built in phases.

Sembcorp unit’s 90MW data centre campus in Ho Chi Minh City gets green light

Proposed Tier III facility aims to meet rising demand for cloud services, AI computing in Vietnam

Sembcorp had announced the A$6.5 billion acquisition of Alinta from Chow Tai Fook Enterprises, the main investment arm of Hong Kong billionaire Henry Cheng’s family, at the end of last year. 

Sembcorp picks banks for A$3 billion Alinta loan in Aussie push

The loan arrangers are ANZ Group Holdings, DBS Group Holdings and OCBC, sources say

The Global Adaptation and Resilience Investment Working Group has identified more than 800 investable resilience companies globally.
ESG INSIGHTS

Issue 187: Iran conflict may boost adaptation demand; Sembcorp’s diversity to the rescue

This week in ESG: Mideast troubles may raise need for climate adaptation and resilience; CGS names Sembcorp a top pick

Sembcorp is well-positioned to navigate limited LNG supplies following Qatar Energy's recent force majeure declaration, analysts say.
BROKER’S TAKE

Sembcorp shares end 4.3% higher as CGSI adds counter to top Singapore picks

Analysts say the stock is trading at an ‘undemanding’ valuation of nine times its estimated FY2027 PE ratio

For a country like Singapore, higher oil and gas prices could provide greater impetus to diversify the fuel and energy mix.
HOCK LOCK SIEW

Sembcorp, Keppel could face challenges in wake of Iran attack

Heightened short-term uncertainties could be a time to stick with higher-confidence long-term structural trends