Sembcorp Industries

08 Nov 2014 03:25 #21197 by greenrookie
Long time never post here.

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Boring counter that has lost close to 20%.

Doom doom! Oil price is falling, marine will have weaker order book, utilities is slowing too.

But look further.

Sembcorp utilities is stable if u take away one - off gain last year.

They have plenty of projects coming online over the next 24 months.

Marine order books can last 24 months too.

FCF is stable, ROE is consistent above 10% and it has negligible debt.

Valuation for such a blue chip?

About 10-11 PE at current price
DCF of 500 mio FCF, at 8% discount and 3% growth provide u will MOS of more than 25%

3.5% dividend as you wait for growth to materlialize over the next 2 years, driven primary by utilities and urban development.

Want a multi-bagger?

Next! Forget about it, it will not give u double digit gain in matter of months, it's a long term play.

But u need not worry about fraud. And interest rate hikes, because it has neligible debt.

Plenty of bloggers talking about it.

Latest result:

Fundemental analysis by Yours truly, if u like details

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