SGX:U96Integrated Utilities
Assessing Sembcorp Industries (SGX:U96) Valuation After New Micron Power Deal And AI Demand Tailwinds
Sembcorp Industries (SGX:U96) is back in focus after Sembcorp Power agreed to supply an additional 150 megawatts of electricity to Micron’s new Woodlands plant, tying the utility more closely to artificial intelligence driven demand.
See our latest analysis for Sembcorp Industries.
The Micron power deal and Sembcorp’s interest in Vena Energy India arrive as the share price trades at SGD6.13, with short term share price returns relatively muted compared with a much stronger multi year total...