Sembcorp Industries Well-Positioned to Gain from AI Demand

Dow Jones

Aug 19

0728 GMT - Sembcorp Industries remains well-positioned to benefit from long-term artificial intelligence and data-center-related demand, OCBC Group Research analyst Chu Peng says in a note. The energy and urban solutions provider has secured over 1 gigawatt of contracted power supply in Singapore and established platforms across Australia, the U.K. and Asean. However, the analyst warns that the company's renewables segment is likely to keep facing headwinds from resource uncertainty, curtailment and tariff pressures in China. OCBC has a buy rating on the stock and a fair value estimate of 7.20 Singapore dollars. Shares are 0.8% lower at S$6.03.

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The energy and urban solutions provider has secured over 1 gigawatt of contracted power supply in Singapore and established platforms across Australia, the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. and Asean. However, the analyst warns that the company's renewables segment is likely to keep facing headwinds from resource uncertainty, curtailment and tariff pressures in China. OCBC has a buy rating on the stock and a fair value estimate of 7.20 Singapore dollars. Shares are 0.8% lower at S$6.03.</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sembcorp Industries Well-Positioned to Gain from AI Demand</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSembcorp Industries Well-Positioned to Gain from AI Demand\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-08-19 15:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>0728 GMT - <a href=\"https://laohu8.com/S/U96.SI\">Sembcorp Industries</a> remains well-positioned to benefit from long-term artificial intelligence and data-center-related demand, OCBC Group Research analyst Chu Peng says in a note. The energy and urban solutions provider has secured over 1 gigawatt of contracted power supply in Singapore and established platforms across Australia, the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. and Asean. However, the analyst warns that the company's renewables segment is likely to keep facing headwinds from resource uncertainty, curtailment and tariff pressures in China. OCBC has a buy rating on the stock and a fair value estimate of 7.20 Singapore dollars. Shares are 0.8% lower at S$6.03.</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999001226.SGD","symbol_name":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2660448129","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2660448129","pubTimestamp":1787124480,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0728 GMT - Sembcorp Industries remains well-positioned to benefit from long-term artificial intelligence and data-center-related demand, OCBC Group Research analyst Chu Peng says in a note. 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