The recent oil price rout has beaten down many stocks of oil-related companies and probably its good to have a look to see if valuations are compelling enough. Now, I usually like to buy clear-cut bargain type stocks and consequently most of my portfolio consists of small to mid cap businesses like AP Oil (see post here for full details). However, one of the rare blue chip companies that I monitor is Sembcorp Industries. Some metrics (based on 8 Dec '14) as follows: Price = S$4.15 Shares Outstanding = 1801.4 (million) Market Cap = S$7,565 (million) P/E (TTM) = 9.70 P/NTA (mrq)= 1.51 ROE (ttm) = 14.91% SEMBCORP INDUSTRIES BUSINESS I wouldn't go into details about the business but will probably highlight a few things so that the reader can get a general understanding about its operations. I encourage you to look at the ......