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Posted by
Two Blokes Apr 20 -
Filed in
Stock
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21 views
I remain bullish on Sembcorp Industries, after assessing its latest inorganic growth transaction and the possibility of other similar value-accretive initiatives. Sembcorp recently announced plans to raise its stake in Senoko to 70%; this is a smart move considering factors such as synergies, valuation, and future growth potential. The company has multiple value creation levers, including potential asset spin-offs, new M&A opportunities, and dividend payout increases.
