2018-12-13

Foo Zhiwei

-

Shipyards – Singapore - Borr Needs A Faster Recovery To Pay Back On Time

UOB Kay Hian

2018-12-10

Pei Hwa HO | Suvro Sarkar | Singapore Research Team

-

Regional Oil & Gas - OPEC Agrees On Bigger-Than-Expected Cut

DBS Research

2018-11-29

LIM Siew Khee

-

Navigating Singapore - Analysts Top Picks 2019

CGS-CIMB

2018-11-26

Janice CHUA | Kee Yan YEO [CMT]

-

2019 Outlook & Strategy - Part 3 ~ Stock Picks

DBS Research

2018-11-07

Chen Guangzhi

-

Sembcorp Industries Ltd - Surprised Losses From SGPL

Phillip Securities

2018-11-07

Foo Zhiwei

-

Sembcorp Industries - Strategy Intact, Improvements To Take Time

UOB Kay Hian

2018-11-05

Pei Hwa HO

-

Sembcorp Industries - Look Beyond 4Q

DBS Research

2018-11-05

Low Pei Han [CFA]

-

Sembcorp Industries - Continues Steady Execution

OCBC Investment

2018-11-02

LIM Siew Khee

-

Sembcorp Industries - Decent Quarter, Focus On Boiler Shutdown

CGS-CIMB

2018-10-09

Foo Zhiwei

-

Sembcorp Industries - The Curious Case Of India’s High Spot Prices

UOB Kay Hian

2018-10-05

LIM Siew Khee

-

Conglomerate - 3Q18 Happenings And Results Preview

CGS-CIMB

2018-10-01

LIM Siew Khee

-

Sembcorp Industries - Legal Proceedings In Water Utilities

CGS-CIMB

2018-10-01

Pei Hwa HO

-

Sembcorp Industries - Further Claim Relating To An Environmental Offence

DBS Research

2018-09-21

Chen Guangzhi

-

Sembcorp Industries Ltd - Renewing Portfolio And A Spark In India

Phillip Securities

2018-09-18

LIM Siew Khee

-

Sembcorp Industries - Spot Power Prices At 3-Year High In India

CGS-CIMB

2018-08-21

LIM Siew Khee

-

Sembcorp Industries - Exporting Power To Bangladesh

CGS-CIMB

2018-08-21

Pei Hwa HO

-

Sembcorp Industries - Second India Thermal Plant Secures Long Term Power Purchase Agreement

DBS Research

2018-08-07

Chen Guangzhi

-

Sembcorp Industries Ltd - India Operation Turned Around

Phillip Securities

2018-08-06

Pei Hwa HO

-

Sembcorp Industries - India Turnaround

DBS Research

2018-08-06

Foo Zhiwei

-

Sembcorp Industries - 2Q18 India Delivers Surprise Profit, Potentially On Track For Profit In 2018

UOB Kay Hian

2018-08-03

LIM Siew Khee

-

Sembcorp Industries - On Track For Real Growth In 2019

CGS-CIMB

2018-08-03

Low Pei Han [CFA]

-

Sembcorp Industries - Incredible India

OCBC Investment

2018-07-10

LIM Siew Khee

-

Offshore & Marine 2Q18 Preview - Stronger Qoq For Yangzijiang Shipbuilding, Hope For Dividend For Keppel Corp

CGS-CIMB

2018-07-10

LIM Siew Khee

-

Sembcorp Industries - Utilities At Undemanding Valuations

CGS-CIMB

2018-06-29

Foo Zhiwei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - India Outlook Improving, Downside Priced In; Upgrade To BUY

UOB Kay Hian

2018-06-25

Pei Hwa HO | Suvro Sarkar

-

Regional Oil & Gas - OPEC’s Moderate Output Boost Soothes Fears

DBS Research

2018-06-04

Pei Hwa HO

-

Sembcorp Industries - Growing Utilities Presence In The UK

DBS Research

2018-06-02

LIM Siew Khee

-

Sembcorp Industries - Buying Low-risk, Flexible Mini Power Plants In UK

CGS-CIMB

2018-05-09

Chen Guangzhi

-

Sembcorp Industries Ltd - Expecting A Turnaround In India Operation

Phillip Securities

2018-05-04

Low Pei Han [CFA]

-

Sembcorp Industries - India To Turnaround This Year

OCBC Investment

2018-05-04

Pei Hwa HO

-

Sembcorp Industries (SCI) - India Shining Brighter

DBS Research

2018-05-04

Foo Zhiwei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - 1Q18 Maybe This Time Is Different

UOB Kay Hian

2018-05-03

LIM Siew Khee

-

Sembcorp Industries - Awaiting An Indian Turnaround

CIMB Research

2018-04-11

LIM Siew Khee

-

Offshore & Marine - 1Q18 Preview ~ Better Qoq But O&M Margin Still Weak

CIMB Research

2018-04-04

Foo Zhiwei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - India Rising ~ 1Q18 PLFs Show Steady Performance At About 80%

UOB Kay Hian

2018-03-22

Low Pei Han [CFA]

-

Sembcorp Industries - Electricity Retail A Small Part Of Portfolio

OCBC Investment

2018-03-05

Low Pei Han [CFA]

-

Oil And Gas Sector - Sete Brasil To Honour Four Rigs

OCBC Investment

2018-03-05

Low Pei Han [CFA]

-

Sembcorp Industries - On The Prowl For Assets

OCBC Investment

2018-02-26

Pei Hwa HO

-

Sembcorp Industries - Unlocking Value Through IPO, Divestment

DBS Research

2018-02-26

Chen Guangzhi

-

Sembcorp Industries Ltd - A New But Same Strategy Unfolded

Phillip Securities

2018-02-26

Low Pei Han [CFA]

-

Sembcorp Industries - Double-digit ROE In Five Years

OCBC Investment

2018-02-26

Foo Zhiwei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - 4Q17 The Rocky Transformation To Better Returns. Downgrade To HOLD.

UOB Kay Hian

2018-02-24

LIM Siew Khee

-

Sembcorp Industries - Strategic Review ~ Riding Out Cycles

CIMB Research

2018-02-20

LIM Siew Khee

-

Sembcorp Industries - Detaching India?

CIMB Research

2018-02-15

Pei Hwa HO

-

Sembcorp Industries (SCI SP) - Strategic Review Next Week?

DBS Research

2018-02-14

Kee Yan YEO [CMT] | Janice CHUA

-

Singapore Market Focus - Opportunity, Not Calamity

DBS Research

2018-02-05

Low Pei Han [CFA]

-

Sembcorp Industries - Warrants A Spot In Your Portfolio

OCBC Investment

2018-01-22

Pei Hwa HO

-

Sembcorp Industries - Awaits Strategic Review

DBS Research

2018-01-02

Foo Zhiwei | Andrew Chow [CFA]

-

Shipyards – Singapore - Dealing With The Kickbacks

UOB Kay Hian

2017-12-12

Foo Zhi Wei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - Staying Positive On India Despite Soft 4Q17 Outlook

UOB Kay Hian

2017-12-01

Low Pei Han [CFA]

-

Oil & Gas Sector - 2018 Outlook ~ Awaiting Contract Wins

OCBC Investment

2017-11-21

Low Pei Han [CFA]

-

Sembcorp Industries - Upgrade With Price Correction

OCBC Investment

2017-11-18

Andrew Chow [CFA] | Singapore Research Team

-

Singapore Strategy - 3Q17 Report Card In Line But Upward Earnings Revision In 2018

UOB Kay Hian

2017-11-06

Chen Guangzhi

-

Sembcorp Industries Ltd - Underlying Business Trend Remains Unchanged

Phillip Securities

2017-11-06

Yeo Kee Yan [CMT]

-

Singapore Market Focus - Strategy ~ Broader-based Recovery

DBS Research

2017-11-04

Pei Hwa HO

-

Sembcorp Industries - Awaiting Strategic Review Outcome

DBS Research

2017-11-03

Low Pei Han [CFA]

-

Sembcorp Industries - Downgrade After Rally

OCBC Investment

2017-11-03

Foo Zhiwei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - 3Q17 Results Within Expectations; India Disappoints

UOB Kay Hian

2017-11-02

LIM Siew Khee

-

Sembcorp Industries - Scrubbing Mode

CIMB Research

2017-10-13

Yeo Kee Yan [CMT] | Pei Hwa HO | Janice Chua

-

Singapore Market Focus - Checking Up Gains

DBS Research

2017-10-09

Foo Zhiwei | Andrew Chow [CFA]

-

Sembcorp Marine (SMM SP) - Borr Deal Likely Clears Concerns Of Additional Provisions; Upgrade To BUY

UOB Kay Hian

2017-10-09

Pei Hwa HO

-

Singapore Rigbuilders - SMM-Borr Inks Landmark Rig Deal

DBS Research

2017-10-05

Foo Zhiwei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - Shockingly High Spot Electricity Prices Herald Potential 3Q17 Profit For India

UOB Kay Hian

2017-10-02

Foo Zhiwei | Andrew Chow [CFA]

-

Shipyard – Singapore - Don’t Hold Your Breath On The Oil Price Rally

UOB Kay Hian

2017-09-20

Pei Hwa HO | Glenn NG

-

Singapore Rigbuilders - Rolling Rig-sale Bandwagon

DBS Research

2017-09-15

Foo Zhiwei | Andrew Chow [CFA]

-

Shipyard – Singapore - Orders Everywhere But Few Contract Wins

UOB Kay Hian

2017-09-04

Foo Zhiwei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - Milking The Renewable Energy Play In India

UOB Kay Hian

2017-08-31

LIM Siew Khee

-

Sembcorp Industries - Making The Best Of It

CIMB Research

2017-08-23

Low Pei Han [CFA]

-

Sembcorp Industries - Upgrade On Valuation Grounds

OCBC Investment

2017-08-16

LIM Siew Khee | Singapore Research

-

Singapore Strategy - Old Economy Is Out, New Economy Is In

CIMB Research

2017-08-07

Chen Guangzhi

-

Sembcorp Industries Ltd - Singapore Shines While India Dims

Phillip Securities

2017-08-04

LIM Siew Khee

-

Sembcorp Industries - We Love Singapore (again)

CIMB Research

2017-08-04

Low Pei Han [CFA]

-

Sembcorp Industries - Cutting Interim Dividend

OCBC Investment

2017-08-04

Singapore Research

-

Sembcorp Industries - Caught By Higher Interest Expenses

RHB Invest

2017-08-04

Foo Zhiwei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - 2Q17 India Aside, Core Utilities Earnings See Sustainable Improvement

UOB Kay Hian

2017-07-26

Yeo Kee Yan [CMT]

-

Singapore Market Focus - Spotlight Turns Towards Rig Builders

DBS Research

2017-07-21

LIM Siew Khee | Cezzane SEE

-

Capital Goods - 2Q17 Results Preview

CIMB Research

2017-07-20

Pei Hwa HO

-

Sembcorp Industries - Positioning For The Future

DBS Research

2017-07-20

Pei Hwa HO | Janice Chua

-

Shipyards - Creating Global Champions

DBS Research

2017-07-13

Foo Zhiwei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - Better 2Q17 Plant Performance In India To Improve Earnings

UOB Kay Hian

2017-07-12

Low Pei Han [CFA]

-

Sembcorp Industries - Moves Into The Emerging Solar Distributed Energy Market

OCBC Investment

2017-06-20

Foo Zhiwei | Andrew Chow [CFA]

-

Shipyard – Singapore - Recovery In Production Orders For 2017 May Be Weaker Than Expected

UOB Kay Hian

2017-06-05

Yeo Kee Yan [CMT] | Janice Chua

-

Singapore Monthly Strategy - Shifting Sands

DBS Research

2017-06-02

Low Pei Han [CFA]

-

Oil & Gas Sector - Two Years On, Whither Production Levels?

OCBC Investment

2017-05-29

Chen Guangzhi

-

Sembcorp Industries Ltd - Enjoy Your Yield As Catalyst Unravel

Phillip Securities

2017-05-29

Foo Zhiwei | Andrew Chow [CFA]

-

Shipyard Singapore - Jack-up Fundamentals Improving, But Inventory Risks Will Remain For Longer

UOB Kay Hian

2017-05-04

HO Pei Hwa

-

Sembcorp Industries - Shaping the Future

DBS Research

2017-05-04

Low Pei Han [CFA]

-

Sembcorp Industries - Positioning For The Future

OCBC Investment

2017-05-04

Singapore Research

-

Sembcorp Industries - Headwinds From Utilities And Marine

RHB Invest

2017-05-04

Foo Zhi Wei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - 1Q17 Poor Marine Performance, Utilities Track Expectations

UOB Kay Hian

2017-05-03

LIM Siew Khee | Cezzane SEE

-

Sembcorp Industries - What might Neil do?

CIMB Research

2017-04-10

LIM Siew Khee

-

Sembcorp Industries - Stronger winds in India

CIMB Research

2017-04-04

Foo Zhi Wei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - Refinancing SGPL For A More Positive Outcome

UOB Kay Hian

2017-03-24

Foo Zhi Wei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - Modi’s Election Victory Could Accelerate PPA Awards

UOB Kay Hian

2017-02-24

LIM Siew Khee

-

Sembcorp Industries - Utilities and marine switching seats

CIMB Research

2017-02-24

HO Pei Hwa

-

Sembcorp Industries - Slowly but surely

DBS Research

2017-02-24

Low Pei Han [CFA]

-

Sembcorp Industries - Continues to execute well

OCBC Investment

2017-02-24

Singapore Research

-

Sembcorp Industries - Better Outlook From Two Main Segments

RHB Invest

2017-02-24

Foo Zhi Wei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - 4Q16: Passing Through A Resistive Node

UOB Kay Hian

2017-02-03

Low Pei Han [CFA]

-

Oil & Gas sector - Interest is returning

OCBC Investment

2017-01-31

Low Pei Han [CFA]

-

Sembcorp Industries - Steadily expands overseas operations

OCBC Investment

2017-01-11

Low Pei Han [CFA]

-

Sembcorp Industries - Well-positioned to grow

OCBC Investment

2017-01-03

Singapore Research

-

Offshore & Marine - Short-Term Relief To Provide Positive Sentiment

RHB Invest

2016-12-21

Yeak Chee Keong [CFA] | Neel Sinha

-

Offshore & Marine - 2017 Still Not Easy

Maybank Kim Eng

2016-12-16

Suvro SARKAR | HO Pei Hwa | Singapore Research Team

-

Oil & Gas - 2017 A Turning Point

DBS Research

2016-12-14

Foo Zhi Wei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - Utilities Segment Remains Under-appreciated Despite Share Price Run-up

UOB Kay Hian

2016-12-07

Foo Zhi Wei | Andrew Chow [CFA]

-

Singapore Shipyard - Ride The Waves of “Recovery” For Now As Land Remains Out Of Sight

UOB Kay Hian

2016-12-05

LIM Siew Khee

-

Sembcorp Industries - Watching India and China

CIMB Research

2016-12-02

HO Pei Hwa | Suvro SARKAR | Singapore Research Team

-

Oil & Gas - OPEC agrees to curb output

DBS Research

2016-12-02

Pei Hwa Ho

-

Sembcorp Industries - Riding on oil recovery

DBS Research

2016-11-23

Low Pei Han [CFA]

-

Sembcorp Industries - Well-positioned to seize opportunities

OCBC Investment

2016-10-31

Singapore Research

-

Sembcorp Industries - Expecting a Stronger 2017

RHB Invest

2016-10-28

Pei Hwa Ho

-

Sembcorp Industries - India plant turns around

DBS Research

2016-10-28

Low Pei Han [CFA]

-

Sembcorp Industries - Good showing by utilities

OCBC Investment

2016-10-28

Yeak Chee Keong [CFA]

-

Sembcorp Industries (SCI SP) - Keeping Watch on India

Maybank Kim Eng

2016-10-28

Foo Zhi Wei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - 3Q16 ~ When India Delivers, It’s Electrifying

UOB Kay Hian

2016-10-27

LIM Siew Khee

-

Sembcorp Industries - No major shocks

CIMB Research

2016-10-03

Yeak Chee Keong [CFA]

-

Sembcorp Industries (SCI SP) - India’s Good & Bad; U/G to HOLD

Maybank Kim Eng

2016-09-29

Pei Hwa Ho | Suvro SARKAR | Singapore Research Team

-

OPEC to curtail output - Breakthrough achieved

DBS Research

2016-09-28

Pei Hwa Ho

-

Sembcorp Industries - SMM is free

DBS Research

2016-09-23

Foo Zhi Wei | Andrew Chow [CFA]

-

Sembcorp Industries (SCI SP) - Surely Sir, The Utilities Business Has Been Overly Discounted

UOB Kay Hian

2016-09-21

Low Pei Han [CFA]

-

Oil & Gas sector - Don’t forget the downstream players

OCBC Investment

2016-09-06

Pei Hwa Ho | Suvro SARKAR | Singapore Research Team

-

Oil and Gas - Darkest before dawn

DBS Research

2016-08-23

Low Pei Han [CFA]

-

Oil & Gas sector - Market speculation about a deal again

OCBC Investment

2016-08-03

Low Pei Han [CFA]

-

Sembcorp Industries - Steady performance from utilities

OCBC Investment

2016-08-03

Singapore Research

-

Sembcorp Industries - Expect a Better 2H16

RHB Invest

2016-08-03

Foo Zhi Wei | Andrew Chow [CFA]

-

Sembcorp Industries - 2Q16 Earnings Story From India Pushed Out To 2018

UOB Kay Hian

2016-08-02

LIM Siew Khee

-

Sembcorp Industries - Uphill battle in India

CIMB Research

2016-07-29

Andrew Chow [CFA] | Foo Zhiwei

-

Sembcorp Marine - 2Q16 Net Profit Down 90% On One-Offs; S$260m Contract Wins Are VOs

UOB Kay Hian

2016-07-05

Nancy Wei [CFA] | Foo Zhi Wei

-

Sembcorp Industries (SCI SP) - India's Power Performance Starting To Look Spotty

UOB Kay Hian

2016-06-27

Janice CHUA | YEO Kee Yan

-

Singapore Strategy - Flight to safety (Cont')

DBS Research

2016-06-27

Ong Kian Lin | Singapore Research

-

Singapore Strategy - A Modest Direct Impact From Brexit For Now

RHB Invest

2016-06-26

Derrick Heng | Joshua Tan | Ng Li Hiang [CFA] | Gregory Yap | Yeak Chee Keong [CFA] | John Cheong | Lai Gene Lih

-

Singapore Strategy - Brexit (Part 3 of 3) Transport & Aviation, Manufacturing, Offshore & Marine, Healthcare

Maybank Kim Eng

2016-06-21

Singapore Research Team

-

Singapore Market - STAYING CAUTIOUS AHEAD OF THE BREXIT VOTE

OCBC Investment

2016-06-14

Janice CHUA | YEO Kee Yan | LING Lee Keng

-

Singapore Strategy - Theme 4 of 4 ~ Survival of the fittest

DBS Research

2016-06-03

Yeak Chee Keong [CFA]

-

Offshore & Marine - Hesitant to Turn Positive despite USD50/bbl Oil

Maybank Kim Eng

2016-06-02

Foo Zhiwei | Andrew Chow [CFA]

-

Shipyard Sector Singapore - Lower Overhang On SCI As SMM's Cash Call Risk Abates

UOB Kay Hian

2016-06-01

LIM Siew Khee

-

Sembcorp Industries - Europe NDR ~ scenario planning for marine

CIMB Research

2016-05-31

Singapore Research

-

Sembcorp Industries - Operating A Power Plant

RHB Invest

2016-05-20

Nancy Wei | Foo Zhiwei

-

Offshore & Marine - Global Bellwethers ~ On An Oil Price Recovery, It's Balance Sheet First

UOB Kay Hian

2016-05-05

LIM Siew Khee

-

Sembcorp Industries - Focus on overseas assets

CIMB Research

2016-05-05

Pei Hwa Ho

-

Sembcorp Industries - Slowly but steadily

DBS Research

2016-05-05

Yeak Chee Keong [CFA]

-

Sembcorp Industries - Take Profit

Maybank Kim Eng

2016-05-05

Low Pei Han [CFA]

-

Sembcorp Industries - Overseas utilities growth on track

OCBC Investment

2016-05-05

Singapore Research

-

Sembcorp Industries - All For Utilities

RHB Invest

2016-05-05

Nancy Wei [CFA] | Foo Zhi Wei

-

Sembcorp Industries - 1Q16 Net Profit Of S$107m In Line; All Eyes Are On India

UOB Kay Hian

2016-04-20

Pei Hwa Ho | Suvro SARKAR

-

Oil & Gas - Down but not out

DBS Research

2016-03-15

Pei Hwa Ho | Suvro SARKAR

-

Oil & Gas - Sinking further?

DBS Research

2016-03-14

Low Pei Han [CFA]

-

Sembcorp Industries - Up 38% since 21 Jan 2016 low of S$2.19

OCBC Investment

2016-03-11

Pei Hwa Ho | Janice CHUA

-

Singapore Rigbuilders - Looming credit risks?

DBS Research

2016-03-08

LIM Siew Khee

-

Offshore & Marine - Worst may be over but upcycle not started yet

CIMB Research

2016-03-07

Nancy Wei | Foo Zhiwei

-

Offshore & Marine - Asset Impairments ~ Not All Are Equal; Yards vs Operators

UOB Kay Hian Research

2016-03-01

Lee Yue Jer [CFA]

-

Sembcorp Industries - Pictures Of The Visible Future

RHB Invest

2016-02-29

Nancy Wei [CFA] | Foo Zhi Wei

-

Sembcorp Industries Ltd - Site Visit ~ India’s Steady Hum Of Progress

UOB Kay Hian

2016-02-29

Janice CHUA | YEO Kee Yan | LING Lee Keng

-

Singapore Strategy - ECB and FED policy meetings come into focus

DBS Research

2016-02-18

LIM Siew Khee

-

Sembcorp Industries - Recapitalisation not imminent

CIMB Research

2016-02-18

Janice CHUA | Pei Hwa Ho

-

Sembcorp Industries - SMM Privatisation Rumour Unsubstantiated

DBS Research

2016-02-18

Nancy Wei [CFA] | Foo Zhi Wei

-

Sembcorp Industries Ltd - 4Q15 ~ No Privatisation Of Sembcorp Marine On The Cards

UOB Kay Hian

2016-02-18

Yeak Chee Keong [CFA]

-

Sembcorp Industries - More Incubation Time Needed

Maybank Kim Eng

2016-02-18

Low Pei Han [CFA]

-

Sembcorp Industries - Final dividend of S$0.06/share as expected

OCBC Investment

2016-02-18

Lee Yue Jer [CFA]

-

Sembcorp Industries - “Why Look Inward? Look Outward!” …

RHB Invest

2016-01-29

Low Pei Han [CFA]

-

Sembcorp Industries - Utilities still undervalued

OCBC Investment

2016-01-29

Low Pei Han

-

Singapore Yards - Exploring possible scenarios

OCBC Investment

2016-01-28

Nancy Wei | Foo Zhiwei

-

Shipyard Sector Singapore - Who Might Make A Cash Call?

UOB Kay Hian

2016-01-27

Janice CHUA | Pei Hwa Ho

-

Sembcorp Industries - Too cheap to ignore

DBS Research

2016-01-27

Janice CHUA | Pei Hwa Ho

-

Singapore Rigbuilders - Merger on the cards?

DBS Research

2016-01-21

Lee Yue Jer [CFA]

-

Offshore and Marine - A Monopsony Makes No Cents For Singapore

RHB Invest

2016-01-20

LIM Siew Khee

-

Sembcorp Industries - Not the right time to privatise SMM

CIMB Research

2016-01-19

Yeak Chee Keong [CFA]

-

Offshore & Marine - How Low is Low Tide?

Maybank Kim Eng

2016-01-19

Yeak Chee Keong [CFA]

-

Sembcorp Industries - Most Oversold but No Catalysts

Maybank Kim Eng

2016-01-08

Nancy Wei | Foo Zhiwei

-

Shipyard Sector Singapore - Getting Worse

UOB Kay Hian

2016-01-04

Lee Yue Jer [CFA]

-

Sembcorp Industries - Firing Up The Chinese Portfolio

RHB Invest

2015-12-17

HO Pei Hwa

-

Offshore & Marine Outlook 2016 - In the doldrums

DBS Research

2015-12-09

Nancy Wei | Foo Zhiwei | Kong Ho Meng

-

Regional Oil & Gas Sector - A Year To Forget

UOB Kay Hian

2015-12-09

LIM Siew Khee

-

Sembcorp Industries - All eyes on India

CIMB Research

2015-12-09

Pei Hwa Ho

-

Sembcorp Industries - Value Emerging

DBS Research

2015-12-08

LIM Siew Khee

-

Sembcorp Industries - Implied utilities at trough book value

CIMB Research

2015-12-08

Lee Yue Jer [CFA]

-

Sembcorp Industries - Valuations Attractive After SembMarine Hits Lows

RHB Invest

2015-12-04

Low Pei Han [CFA]

-

Sembcorp Industries - Overseas utilities for growth

OCBC Investment

2015-12-03

Nancy Wei | Foo Zhiwei

-

Shipyard Singapore - A Paradigm Shift In Valuations; 2008-09s Trough Levels Are Not A Realistic

UOB Kay Hian Research

2015-11-27

Nancy Wei | Foo Zhiwei

-

Offshore & Marine - Global Oil-Service Bellwethers ~ The Price of Stability

UOB Kay Hian Research

2015-11-19

Nancy Wei | Foo Zhiwei

-

Shipyard Singapore - Bracing For More Contract Cancellations

UOB Kay Hian Research

2015-11-09

Nancy Wei | Foo Zhiwei

-

Offshore & Marine - IEA Changes Its Stance; Now Expects A Longer Oil Slump With Iran’s Arrival

UOB Kay Hian

2015-10-30

Pei Hwa Ho

-

Sembcorp Industries - Dragged by Marine

DBS Research

2015-10-30

Nancy Wei [CFA] | Foo Zhi Wei

-

Sembcorp Industries Ltd - 3Q15 ~ Utilities Take Centrestage As Marine’s Role Diminishes

UOB Kay Hian

2015-10-30

Yeak Chee Keong [CFA]

-

Sembcorp Industries - Marine’s drag offsets Utilities’ drive

Maybank Kim Eng

2015-10-30

Low Pei Han

-

Sembcorp Industries - Steadfast in its strategy

OCBC Investment

2015-10-30

Lee Yue Jer [CFA]

-

Sembcorp Industries - Can’t Fight The Tidal Pull

RHB Invest

2015-10-29

LIM Siew Khee

-

Sembcorp Industries - Divestment gains to the rescue

CIMB Research

2015-10-20

Lee Yue Jer [CFA]

-

Offshore and Marine - A Revealing 15 ¾-Year Total Returns Analysis

RHB Research

2015-10-01

Nancy Wei | Foo Zhiwei

-

Offshore & Marine - IEA Now Expects Oil Supply-Demand Balance To Take Place Sooner, In 3Q16

UOB Kay Hian Research

2015-09-29

Yeak Chee Keong [CFA]

-

Sembcorp Industries - Bangladesh foray

Maybank Kim Eng

2015-09-29

Lee Yue Jer [CFA]

-

Sembcorp Industries - Bubbling Over With Opportunities

RHB Securities

2015-09-28

Nancy Wei | Foo Zhiwei

-

Offshore & Marine Sector Update - A Long March

UOB Kay Hian

2015-09-22

Lee Yue Jer [CFA]

-

Sembcorp Industries - Record Profits Incoming On Sale Boost

RHB Securities

2015-09-21

Jonathan Koh [CFA]

-

Sembcorp Industries - Monetising SembSita

DBS Vickers

2015-09-21

Yeak Chee Keong [CFA]

-

Sembcorp Industries - Pay Day from Associate

Maybank Kim Eng

2015-09-21

Low Pei Han

-

Sembcorp Industries - Continues to expand overseas

OCBC Securities

2015-09-14

LIM Siew Khee

-

Sembcorp Industries - Incredible India.

CIMB Securities

2015-09-03

Nancy Wei | Foo Zhiwei

-

Offshore & Marine Sector - Bellwether Service Providers On Track In Aggressive Cost Cuttings.

UOB Kay Hian

2015-09-02

LIM Siew Khee | YEO Zhi Bin

-

Offshore & Marine Sector - Brazilian wax and wane.

CIMB Securities

2015-09-02

LIM Siew Khee

-

Sembcorp Industries - Utilities discounted.

CIMB Securities

2015-09-01

Nancy Wei | Foo Zhiwei

-

Offshore & Marine Sector - Cutting Target Prices On A Lower Oil Price Benchmark (Part 2 of 2)

UOB Kay Hian

2015-08-05

LIM Siew Khee

-

CIMB Securities 2015-08-05: Sembcorp Industries - Sembcorp Industries - 2Q15 Results. Negatives priced in. Upgrade to ADD.

CIMB Securities

2015-08-05

HO Pei Hwa

-

DBS Vickers 2015-08-05: Sembcorp Industries - Sembcorp Industries - 2Q15 Results. Time to re-visit. Upgrade to BUY.

DBS Vickers

2015-08-05

Yeak Chee Keong, CFA

-

Maybank Kim Eng 2015-08-05: Sembcorp Industries - Sembcorp Industries - 2Q15 Results. No Clear Catalysts Yet. Maintain HOLD.

Maybank Kim Eng

2015-08-05

Low Pei Han

-

- Sembcorp Industries: 2Q15 Results. Better QoQ and YoY performance. Maintain BUY.

OCBC Securities

2015-08-05

Lee Yue Jer, CFA

-

RHB Securities 2015-08-05: Sembcorp Industries - Sembcorp Industries - 2Q15 Results. Sufficiently Corrected As Outlook Stabilises. Upgrade to BUY.

RHB Securities

2015-08-05

Nancy Wei | Foo Zhi Wei

-

UOB Kay Hian 2015-08-05: Sembcorp Industries - Sembcorp Industries - 2Q15 Good Utilities Performance; Overseas Expansion Is On Track. Maintain BUY.

UOB Kay Hian

2015-08-04

Low Pei Han

-

- Sembcorp Industries: Better QoQ and YoY performance. Maintain BUY.

OCBC Investment

2015-08-04

Nancy Wei | Foo Zhiwei

-

UOB Kay Hian 2015-08-04: Sector Update - Sector Update - Offshore & Marine. Brent To Test 2015 Lows On Iran’s And IEA’s Lower Demand Growth Outlook.

UOB Kay Hian

2015-07-02

-

RHB Research 2015-07-02: SembCorp Industries - SembCorp Industries - Maintain NEUTRAL, with a lower SGD4.10 SOP TP

RHB Research

2015-07-02

-

- July Update On Oil Price Estimates, Top Picks remain SCI, Ezion Holdings and Triyards

UOB Kay Hian Research