| Date | Analyst | Company | Last | Target | Call | Valuation |
| 01/03/17 | Lim & Tan | Sembcorp Industries | 2.85 | 0 | Buy | |
| 01/03/17 | UOB Kay Hian | Sembcorp Industries | 2.85 | 3.2 | Buy | |
| 01/05/17 | Deutsche | Sembcorp Industries | 2.93 | 3.45 | Buy | Sum of parts (15% discount) |
| 01/11/17 | OCBC | Sembcorp Industries | 3.06 | 3.36 | Buy | Sum of parts (5% discount) |
| 01/25/17 | Credit Suisse | Sembcorp Industries | 3.27 | 2.7 | Neutral | |
| 02/03/17 | OCBC | Sembcorp Industries | 3.18 | 3.36 | Buy | |
| 02/24/17 | CIMB | Sembcorp Industries | 3.36 | 3.51 | Hold | Sum of parts, PB0.6x CY17 |
| 02/24/17 | DMG & Partners | Sembcorp Industries | 3.36 | 4.17 | Buy | Sum of parts |
| 02/24/17 | OCBC | Sembcorp Industries | 3.36 | 3.69 | Buy | |
| 02/24/17 | UOB Kay Hian | Sembcorp Industries | 3.36 | 3.95 | Buy | Sum of parts |
| 02/27/17 | DBS Vickers | Sembcorp Industries | 3.27 | 3.8 | Buy | Sum of parts (10% discount), PB1.1x, PER17.2X FY17 |
| 02/27/17 | Lim & Tan | Sembcorp Industries | 3.27 | 0 | Buy | |
| 03/01/17 | Credit Suisse | Sembcorp Industries | 3.2 | 3.6 | Neutral | |
| 03/02/17 | UOB Kay Hian | Sembcorp Industries | 3.27 | 3.95 | Buy | |
| 03/24/17 | UOB Kay Hian | Sembcorp Industries | 3.13 | 3.78 | Buy | Sum of parts |
| 04/04/17 | UOB Kay Hian | Sembcorp Industries | 3.2 | 3.78 | Buy | PER9.8x FY18 |
| 04/07/17 | Credit Suisse | Sembcorp Industries | 3.15 | 3.6 | Neutral | |
| 04/10/17 | Lim & Tan | Sembcorp Industries | 3.15 | 0 | Buy | |
| 04/11/17 | CIMB | Sembcorp Industries | 3.14 | 3.51 | Hold | Sum of parts |
| 05/04/17 | CIMB | Sembcorp Industries | 3 | 3.51 | Add | Sum of parts |
| 05/04/17 | Credit Suisse | Sembcorp Industries | 3 | 3.6 | Neutral | |
| 05/04/17 | DBS Vickers | Sembcorp Industries | 3 | 3.8 | Buy | RNAV (10% discount), PB1x |
| 05/04/17 | DIR | Sembcorp Industries | 3 | 2.67 | Underperform | Sum of parts |
| 05/04/17 | Lim & Tan | Sembcorp Industries | 3 | 0 | Hold | |
| 05/04/17 | OCBC | Sembcorp Industries | 3 | 3.48 | Buy | |
| 05/04/17 | UOB Kay Hian | Sembcorp Industries | 3 | 3.66 | Buy | Sum of parts |
| 05/05/17 | DMG & Partners | Sembcorp Industries | 3.15 | 3.2 | Neutral | Sum of parts |
| 05/11/17 | DIR | Sembcorp Industries | 3.14 | 3.14 | Hold | |
| 05/29/17 | phillip | Sembcorp Industries | 3.15 | 3.5 | Accumulate | Sum of parts (10% discount) |
| 06/02/17 | OCBC | Sembcorp Industries | 3.19 | 3.48 | Buy | |
| 06/06/17 | Credit Suisse | Sembcorp Industries | 3.16 | 3.6 | Neutral | Sum of parts |
| 06/20/17 | UOB Kay Hian | Sembcorp Industries | 3.1 | 3.66 | Buy | |
| 07/12/17 | OCBC | Sembcorp Industries | 3.13 | 3.48 | Buy | |
| 07/13/17 | UOB Kay Hian | Sembcorp Industries | 3.09 | 3.66 | Buy | Sum of parts |
| 07/18/17 | Credit Suisse | Sembcorp Industries | 3.15 | 3.6 | Neutral | |
| 07/21/17 | DBS Vickers | Sembcorp Industries | 3.24 | 4.1 | Buy | Sum of parts, PB1.1x FY17 |
| 07/24/17 | CIMB | Sembcorp Industries | 3.29 | 3.52 | Add | Sum of parts |
| 08/01/17 | Credit Suisse | Sembcorp Industries | 3.23 | 3.6 | Neutral | PER13.9x FY17, PB0.8x |
| 08/04/17 | DIR | Sembcorp Industries | 3.22 | 3.14 | Hold | Probability weighted |
| 08/04/17 | UOB Kay Hian | Sembcorp Industries | 3.22 | 3.57 | Buy | Sum of parts |
| 08/04/17 | DMG & Partners | Sembcorp Industries | 3.22 | 3.2 | Neutral | Sum of parts |
| 08/04/17 | OCBC | Sembcorp Industries | 3.22 | 3.43 | Hold | |
| 08/04/17 | CIMB | Sembcorp Industries | 3.22 | 3.47 | Add | Sum of parts |
| 08/04/17 | DBS Vickers | Sembcorp Industries | 3.22 | 4 | Buy | RNAV (10% discount), PB1.1x |
| 08/07/17 | phillip | Sembcorp Industries | 3.18 | 3.5 | Accumulate | Sum of parts |
| 08/07/17 | Lim & Tan | Sembcorp Industries | 3.18 | 0 | Hold | |
| 08/23/17 | OCBC | Sembcorp Industries | 2.99 | 3.43 | Buy | |
| 08/25/17 | Morgan Stanley | Sembcorp Industries | 3.03 | 2.39 | Underweight | |
| 09/04/17 | CIMB | Sembcorp Industries | 2.98 | 3.47 | Add | Sum of parts |
| 09/04/17 | UOB Kay Hian | Sembcorp Industries | 2.98 | 3.59 | Buy | Sum of parts, PER10.1x FY18 |
| 09/05/17 | Lim & Tan | Sembcorp Industries | 2.93 | 0 | Buy | |
| 09/20/17 | DBS Vickers | Sembcorp Industries | 2.96 | 4 | Buy | RNAV (10% discount), PB1.1x |
| 09/27/17 | Credit Suisse | Sembcorp Industries | 2.95 | 3.6 | Neutral | |
| 10/02/17 | UOB Kay Hian | Sembcorp Industries | 2.96 | 3.57 | Buy | Sum of parts |
| 10/09/17 | DBS Vickers | Sembcorp Industries | 3.02 | 4 | Buy | |
| 10/24/17 | Credit Suisse | Sembcorp Industries | 3.24 | 3.6 | Neutral | |
| 11/03/17 | CIMB | Sembcorp Industries | 3.38 | 3.87 | Add | Sum of parts, PER8.1x FY18, PB0.59x FY17 |
| 11/03/17 | UOB Kay Hian | Sembcorp Industries | 3.38 | 3.87 | Buy | Sum of parts |
| 11/03/17 | Credit Suisse | Sembcorp Industries | 3.38 | 3.6 | Neutral | |
| 11/03/17 | OCBC | Sembcorp Industries | 3.38 | 3.59 | Hold | |
| 11/03/17 | Lim & Tan | Sembcorp Industries | 3.38 | 0 | Buy | |
| 11/06/17 | phillip | Sembcorp Industries | 3.3 | 3.7 | Accumulate | Sum of parts (10% discount) |
| 11/06/17 | DBS Vickers | Sembcorp Industries | 3.3 | 4.2 | Buy | Sum of parts, PB1.1x |
| 11/21/17 | OCBC | Sembcorp Industries | 3.05 | 3.59 | Buy | |
| 12/12/17 | UOB Kay Hian | Sembcorp Industries | 3.04 | 3.87 | Buy | Sum of parts |
| 12/20/17 | CIMB | Sembcorp Industries | 3.02 | 3.87 | Add | |
| 01/02/18 | UOB Kay Hian | Sembcorp Industries | 3.03 | 3.87 | Buy | |
| 01/23/18 | DBS Vickers | Sembcorp Industries | 3.38 | 4.5 | Buy | Sum of parts (10% discount), PB1.1x |
| 02/05/18 | OCBC | Sembcorp Industries | 3.57 | 3.95 | Buy | Sum of parts |
| 02/13/18 | DBS Vickers | Sembcorp Industries | 3.21 | 4.5 | Buy | |
| 02/19/18 | Lim & Tan | Sembcorp Industries | 3.22 | 0 | Buy | |
| 02/20/18 | UOB Kay Hian | Sembcorp Industries | 3.3 | 3.87 | Buy | |
| 02/21/18 | CIMB | Sembcorp Industries | 3.28 | 3.87 | Add | Sum of parts |
| 02/26/18 | OCBC | Sembcorp Industries | 3.24 | 3.84 | Buy | |
| 02/26/18 | phillip | Sembcorp Industries | 3.24 | 3.86 | Accumulate | Sum of parts |
| 02/26/18 | UOB Kay Hian | Sembcorp Industries | 3.24 | 3.28 | Hold | Sum of parts, Buy @ $2.90 |
| 02/26/18 | CIMB | Sembcorp Industries | 3.24 | 4.13 | Add | Sum of parts, PER8x FY18, PB0.63x FY18 |
| 02/27/18 | DBS Vickers | Sembcorp Industries | 3.2 | 4.4 | Buy | Sum of parts (10% discount), PB1.1x |
| 03/05/18 | OCBC | Sembcorp Industries | 3.12 | 3.59 | Buy | |
| 03/07/18 | DBS Vickers | Sembcorp Industries | 3.08 | 4.4 | Buy | RNAV (10% discount), PB1.1x |
| 03/26/18 | Morgan Stanley | Sembcorp Industries | 3.04 | 2.77 | Underweight | Sum of parts, Up from $2.39 |
| 04/03/18 | DBS Vickers | Sembcorp Industries | 3.11 | 4.4 | Buy | |
| 04/04/18 | UOB Kay Hian | Sembcorp Industries | 3.06 | 3.28 | Hold | Sum of parts, Buy @ $3 |
| 04/12/18 | CIMB | Sembcorp Industries | 3.11 | 4.13 | Add | Sum of parts |
| 04/23/18 | Macquarie | Sembcorp Industries | 3.24 | 3.6 | Outperform | |
| 05/04/18 | OCBC | Sembcorp Industries | 3.06 | 3.59 | Buy | |
| 05/04/18 | UOB Kay Hian | Sembcorp Industries | 3.06 | 3.6 | Hold | Sum of parts, Buy @ $2.90 |
| 05/04/18 | CIMB | Sembcorp Industries | 3.06 | 3.49 | Add | Sum of parts |
| 05/07/18 | DBS Vickers | Sembcorp Industries | 3.04 | 4.4 | Buy | Sum of parts (10% discount), PB1.1x |
| 05/09/18 | phillip | Sembcorp Industries | 3.06 | 3.83 | Buy | Sum of parts (10% discount) |
| 06/04/18 | CIMB | Sembcorp Industries | 2.93 | 3.49 | Add | |
| 06/04/18 | DBS Vickers | Sembcorp Industries | 2.93 | 4.5 | Buy | |
| 06/25/18 | UOB Kay Hian | Sembcorp Industries | 2.76 | 3.6 | Hold | PER8.5x FY19 |
| 06/25/18 | Lim & Tan | Sembcorp Industries | 2.76 | 0 | Accumulate | |
| 07/03/18 | UOB Kay Hian | Sembcorp Industries | 2.72 | 3.6 | Buy | |
| 07/11/18 | CIMB | Sembcorp Industries | 2.67 | 3.49 | Add | |
| 08/06/18 | DBS Vickers | Sembcorp Industries | 2.63 | 3.9 | Buy | RNAV (10% discount), PB1x |
| 08/06/18 | UOB Kay Hian | Sembcorp Industries | 2.63 | 3.41 | Buy | |
| 08/06/18 | CIMB | Sembcorp Industries | 2.63 | 3.49 | Add | Sum of parts |
| 08/07/18 | phillip | Sembcorp Industries | 2.7 | 3.7 | Buy | Sum of parts |
| 08/07/18 | Lim & Tan | Sembcorp Industries | 2.7 | 0 | Buy | |
| 09/06/18 | DBS Vickers | Sembcorp Industries | 2.75 | 3.9 | Buy | |
| 09/19/18 | CIMB | Sembcorp Industries | 2.9 | 3.49 | Add | Sum of parts |
| 09/24/18 | phillip | Sembcorp Industries | 3.03 | 3.7 | Buy | |
| 09/24/18 | OCBC | Sembcorp Industries | 3.03 | 3.53 | Buy | |
| 10/02/18 | DBS Vickers | Sembcorp Industries | 3.07 | 3.9 | Buy | Sum of parts (10% discount), PER19.2x FY18, PB1x FY18 |
| 10/02/18 | CIMB | Sembcorp Industries | 3.07 | 3.49 | Add | Sum of parts |
| 10/09/18 | UOB Kay Hian | Sembcorp Industries | 2.96 | 3.41 | Buy | |
| 10/11/18 | Lim & Tan | Sembcorp Industries | 2.95 | 0 | Buy | |
| 11/01/18 | Macquarie | Sembcorp Industries | 2.82 | 3.6 | Buy | |
| 11/05/18 | OCBC | Sembcorp Industries | 2.84 | 3.3 | Buy | Sum of parts |
| 11/05/18 | UOB Kay Hian | Sembcorp Industries | 2.84 | 3.41 | Buy | Sum of parts |
| 11/05/18 | CIMB | Sembcorp Industries | 2.84 | 3.49 | Add | Sum of parts |
| 11/05/18 | DBS Vickers | Sembcorp Industries | 2.84 | 3.7 | Buy | RNAV (10% discount), PB1x |
| 11/08/18 | phillip | Sembcorp Industries | 2.67 | 3.6 | Buy | Sum of parts |
| 11/08/18 | Lim & Tan | Sembcorp Industries | 2.67 | 0 | Hold |
Monday, November 26, 2018
Sembcorp Industries - Stock calls
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