$Sembcorp Ind(U96.SG)

Context: Sembcorp has some near-term earnings pressure, but Alinta and the expected 2H recovery provide potential catalysts.

My trade: I progressively bought it when the prices were below 6.

Takeaway: HOLD, I won't add aggressively. The average is already below the current market area and gives a reasonable margin of safety. If Sembcorp falls toward S$5.50–5.60 without a fundamental deterioration, I'd be more interested in adding. If it reaches S$6.80–7.30, I'd start considering taking some profit rather than waiting indefinitely for an even higher price.