Sembcorp Industries 1H25 Curtail The Worry - UOB Kay Hian 2025-08-11: Focus On Defensive Earnings And Dividend Lift

• Sembcorp's share price weakness is overdone in our view, offering an attractive entry for patient, yield-focused investors. Maintain BUY.

Stable earnings for 1H25.

• - Read this at SGinvestors.io -
• The company’s S$0.09/share dividend declared for 1H25 was 50% higher than 1H24’s S$0.06. See Sembcorp's dividend payout date.

Overreaction presents a buying opportunity.

• In our view, the 14% decline of Sembcorp's share price on 8 August, wiping out nearly S$2b in market cap, was an overreaction and presents a buying opportunity for the patient investor.
• - Read this at SGinvestors.io -

Strong balance sheet.

• Read more at SGinvestors.io.

Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.

Read also UOB's most recent report:
2026-04-15 Sembcorp’s Alinta Ignition - Turning Up The Heat.

Price targets by 4 other brokers at Sembcorp Target Prices.

Listing of research reports at Sembcorp Analyst Reports.

Relevant links:
Sembcorp Share Price History,
Sembcorp Announcements,
Sembcorp Dividend Payout Dates & Corporate Actions,
Sembcorp News