Shares & Derivatives
Sembcorp Industries – Updates from Investor Relations (IR)
By A Path to Forever Financial Freedom (3Fs)  •  November 13, 2014
Following the recently announced Q3 results which I have touched on my previous post, I sent an email to their Investor Relations Group to better understand their competitive challenges in the Utilities and Power segment of the business. Just thought I could share their reply for the benefits of those vested or interested in the company.
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 ......
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By A Path to Forever Financial Freedom (3Fs)
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