2020-10-27 Adrian LOH - Offshore & Marine Stocks 3Q20 Results Preview - Not Expecting Anything Eye-Catching UOB Kay Hian
2020-09-17 Terence Chua - Sembcorp Industries - Completes Demerger Of Sembcorp Marine Phillip Securities
2020-09-08 Adrian LOH - Sembcorp Industries - A Deep Value Utilities Play Trading At 50% Discount To Regional Peers UOB Kay Hian
2020-08-18 LIM Siew Khee | Singapore Research Team - Singapore Strategy - Life Support Mode But Incremental Positive CGS-CIMB
2020-08-12 Adrian LOH - Offshore & Marine - A Fork In The Road For Sembcorp Industries & Sembcorp Marine UOB Kay Hian
2020-07-20 Leng Seng Choon [CFA] - Sembcorp Industries - Underlying Energy Strength Despite 1H20 Loss RHB Invest
2020-07-20 Adrian LOH - Sembcorp Industries - 1H20 Despite Weak Results, Upgrade To BUY On Valuation Grounds UOB Kay Hian
2020-07-07 Leng Seng Choon [CFA] - Offshore & Marine - Watch Out For More Restructuring; Stay OVERWEIGHT RHB Invest
2020-06-09 Leng Seng Choon [CFA] - Sembcorp Industries - Future Focus: Energy & Urban; Keep BUY RHB Invest
2020-06-01 Pei Hwa HO - Sembcorp Industries - MSCI Rebalancing Sell-Off A Buying Opportunity DBS Research
2020-05-20 Leng Seng Choon [CFA] - Sembcorp Industries - Energy Business Affected By COVID-19 RHB Invest
2020-04-27 OCBC Research Team - Sembcorp Industries - Continues On Transformation Plan OCBC Investment
2020-02-24 Leng Seng Choon [CFA] - Sembcorp Industries - Value After Recent Share Price Weakness; BUY RHB Invest
2020-02-07 Pei Hwa HO - Sembcorp Industries - Lack Of Significant Catalyst; Kitchen-sinking 4Q19 DBS Research
2020-02-07 Adrian LOH - Sembcorp Industries Negative Surprise - Large Impairment Charges To Impact 2019 Profit UOB Kay Hian
2019-12-12 Pei Hwa HO | Suvro SARKAR | Jason SUM - Offshore & Marine Sector 2020 Outlook & Strategy - Slow Uptick, Keen Competition DBS Research
2019-11-26 Leng Seng Choon [CFA] - Offshore & Marine - Looking For Stronger 2020 Orderbooks RHB Invest
2019-11-18 Adrian LOH - Sembcorp Industries - 3Q19 Weak Marine Results Overshadow Some Positives UOB Kay Hian
2019-11-15 LIM Siew Khee - Sembcorp Industries - India Profitable, Direction On Sembcorp Marine Is Key CGS-CIMB
2019-11-15 Leng Seng Choon [CFA] - Sembcorp Industries - Weak 3Q19, FY20 Looks Promising; Keep BUY RHB Invest
2019-10-22 LIM Siew Khee - Conglomerate - How To Extract Value From The Temasek-Linked Companies? CGS-CIMB
2019-10-07 Adrian LOH - Sembcorp Industries - Solid Foundations For Continued Growth In Vietnam UOB Kay Hian
2019-09-25 Adrian LOH | Singapore Research Team - Singapore Strategy - Energy Correlation UOB Kay Hian
2019-09-18 Leng Seng Choon [CFA] - Sembcorp Industries - Energy Business To Boost Earnings; BUY RHB Invest
2019-04-26 Suvro Sarkar | Pei Hwa HO | Singapore Research Team - Regional Oil & Gas - Higher For Longer This Time? DBS Research
2019-04-12 Suvro Sarkar | Pei Hwa HO | Singapore Research Team - Oilfield Service Providers - Tide Is Turning For Offshore DBS Research
2019-04-08 Suvro Sarkar | Pei Hwa HO - Regional Oil & Gas - Oil Price Rally Still Has Some Steam DBS Research
2019-02-22 Foo Zhiwei - Sembcorp Industries - 4Q18 Utilities Finds A Base As The Outlook Brightens UOB Kay Hian
2019-02-01 Foo Zhiwei - Sembcorp Industries - 4Q18 Earnings Preview ~ Reflections Of A Slow Quarter UOB Kay Hian
2019-01-22 LIM Siew Khee - Conglomerate - 4Q18 Preview ~ Lacklustre And Offering Pockets Of Entry CGS-CIMB
2019-01-15 Foo Zhiwei - Sembcorp Industries - 4Q18 India Core Earnings Could Come In Above Breakeven Level UOB Kay Hian
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
2018-11-26 Pei Hwa HO | Suvro SARKAR - 2019 Outlook & Strategy ~ Offshore & Marine Sector - Slow Pick Up In New Orders DBS Research
2018-11-26 Janice CHUA | Kee Yan YEO [CMT] - 2019 Outlook & Strategy - Part 3 ~ Stock Picks DBS Research
2018-11-07 Foo Zhiwei - Sembcorp Industries - Strategy Intact, Improvements To Take Time UOB Kay Hian
2018-10-09 Foo Zhiwei - Sembcorp Industries - The Curious Case Of India’s High Spot Prices UOB Kay Hian
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
2018-08-21 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 Foo Zhiwei - Sembcorp Industries - 2Q18 India Delivers Surprise Profit, Potentially On Track For Profit In 2018 UOB Kay Hian
2018-07-10 LIM Siew Khee - Offshore & Marine 2Q18 Preview - Stronger Qoq For Yangzijiang Shipbuilding, Hope For Dividend For Keppel Corp 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
2018-06-02 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 Foo Zhiwei | Andrew Chow [CFA] - Sembcorp Industries (SCI SP) - 1Q18 Maybe This Time Is Different UOB Kay Hian
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
2018-02-26 Chen Guangzhi - Sembcorp Industries Ltd - A New But Same Strategy Unfolded Phillip Securities
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
2018-02-14 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
2018-01-02 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
2017-11-18 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
2017-11-03 Foo Zhiwei | Andrew Chow [CFA] - Sembcorp Industries (SCI SP) - 3Q17 Results Within Expectations; India Disappoints UOB Kay Hian
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
2017-10-05 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
2017-09-15 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
2017-08-16 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 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
2017-07-13 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 Foo Zhi Wei | Andrew Chow [CFA] - Sembcorp Industries (SCI SP) - 1Q17 Poor Marine Performance, Utilities Track Expectations UOB Kay Hian
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 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
2017-01-31 Low Pei Han [CFA] - Sembcorp Industries - Steadily expands overseas operations 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
2016-12-02 HO Pei Hwa | Suvro SARKAR | Singapore Research Team - Oil & Gas - OPEC agrees to curb output DBS Research
2016-11-23 Low Pei Han [CFA] - Sembcorp Industries - Well-positioned to seize opportunities 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
2016-10-03 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
2016-09-23 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 Foo Zhi Wei | Andrew Chow [CFA] - Sembcorp Industries - 2Q16 Earnings Story From India Pushed Out To 2018 UOB Kay Hian
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 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
2016-05-20 Nancy Wei | Foo Zhiwei - Offshore & Marine - Global Bellwethers ~ On An Oil Price Recovery, It's Balance Sheet First UOB Kay Hian
2016-05-05 Low Pei Han [CFA] - Sembcorp Industries - Overseas utilities growth on track OCBC Investment
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
2016-03-14 Low Pei Han [CFA] - Sembcorp Industries - Up 38% since 21 Jan 2016 low of S$2.19 OCBC Investment
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
2016-02-29 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 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 Low Pei Han [CFA] - Sembcorp Industries - Final dividend of S$0.06/share as expected OCBC Investment
2016-01-28 Nancy Wei | Foo Zhiwei - Shipyard Sector Singapore - Who Might Make A Cash Call? UOB Kay Hian
2016-01-21 Lee Yue Jer [CFA] - Offshore and Marine - A Monopsony Makes No Cents For Singapore RHB Invest
2016-01-19 Yeak Chee Keong [CFA] - Sembcorp Industries - Most Oversold but No Catalysts Maybank Kim Eng
2015-12-09 Nancy Wei | Foo Zhiwei | Kong Ho Meng - Regional Oil & Gas Sector - A Year To Forget UOB Kay Hian
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
2015-12-03 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 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
2015-10-20 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
2015-09-22 Lee Yue Jer [CFA] - Sembcorp Industries - Record Profits Incoming On Sale Boost RHB 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
2015-09-01 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