Sembcorp Industries Seems Well-Protected From Rising Gas Prices -- Market Talk

Dow Jones03-18

0543 GMT - Sembcorp Industries appears well-protected from a rise in global gas prices, say CGS International's Lim Siew Khee and Meghana Kande in a note. This comes as the Singapore energy-solutions provider's long-term power contracts include fixed margins and cost-pass-through mechanisms, they say. Its piped natural gas import contracts with Indonesia and Malaysia could be leveraged for Sembcorp's own power generation or for sale to others affected by limited liquefied natural gas, the analysts add. Gas optimization moves within Sembcorp and potential higher-than-expected spreads between the market price of electricity and the cost of natural gas could offer gains for the company's overall earnings, they add. CGS International maintains its add rating and S$7.68 target price. Shares rise 3.25% to S$6.04. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

March 18, 2026 01:43 ET (05:43 GMT)

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Its piped natural gas import contracts with Indonesia and Malaysia could be leveraged for Sembcorp's own power generation or for sale to others affected by limited liquefied natural gas, the analysts add. Gas optimization moves within Sembcorp and potential higher-than-expected spreads between the market price of electricity and the cost of natural gas could offer gains for the company's overall earnings, they add. CGS International maintains its add rating and S$7.68 target price. Shares rise 3.25% to S$6.04. 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This comes as the Singapore energy-solutions provider's long-term power contracts include fixed margins and cost-pass-through mechanisms, they say. Its piped natural gas import contracts with Indonesia and Malaysia could be leveraged for Sembcorp's own power generation or for sale to others affected by limited liquefied natural gas, the analysts add. Gas optimization moves within Sembcorp and potential higher-than-expected spreads between the market price of electricity and the cost of natural gas could offer gains for the company's overall earnings, they add. CGS International maintains its add rating and S$7.68 target price. Shares rise 3.25% to S$6.04. 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This comes as the Singapore energy-solutions provider's long-term power contracts include fixed margins and cost-pass-through mechanisms, they say. Its piped natural gas import contracts with Indonesia and Malaysia could be leveraged for Sembcorp's own power generation or for sale to others affected by limited liquefied natural gas, the analysts add. Gas optimization moves within Sembcorp and potential higher-than-expected spreads between the market price of electricity and the cost of natural gas could offer gains for the company's overall earnings, they add. CGS International maintains its add rating and S$7.68 target price. Shares rise 3.25% to S$6.04. 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