We understand that the management has cited intensified competition on its Energy and Power segment for the Singapore market which is causing a drag on their earnings, so I asked regarding some of the competitors profile, business moats and how Sembcorp has fared against these competitors in the Singapore market.
You might recall seeing this graph overview on my previous post which I will attach it again for our easy reference.
Competitive Advantage in the midst of challenges
Based on their IR’s reply, the competitors in the power generation market in Singapore ......