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

Sembcorp announced in December that it will buy Alinta for A$6.5 billion in enterprise value from Chow Tai Fook Enterprises.

Sembcorp’s A$3 billion Alinta loan fuels Australia’s funding boom

The loan for Sembcorp’s Australian unit will be split between an acquisition tranche

Sembcorp Industries' upcoming liquefied natural gas cargo deliveries scheduled for 2026 are not from the Middle East region.

Sembcorp Industries rebuts reports of damage to UAE power, water plants from Iranian strikes

In Singapore, gas supply stays ‘secure’, with no near-term disruptions anticipated

Singapore-listed sustainability plays have underperformed the market in the immediate wake of the Feb 28 attacks in Iran.
ESG INSIGHTS

Issue 185: Sembcorp, Keppel underperform in wake of Iran attacks; Singapore makes climate adaptation plans

This week in ESG: Singapore-listed sustainability plays offer little insulation from Mideast conflict; national adaptation plan slated for 2027

Smoke rising after an explosion due to drone debris in the industrial zone in Fujairah, United Arab Emirates, on Mar 3. Security and safety precautions are the topmost priority for South-east Asian companies with teams in the region.

S-E Asian businesses in the Gulf take safety measures as they hunker down for prolonged disruption

Some SMEs and exporters could face operational and cost pressures as US-Iran conflict spills over