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strong-january-lifts-odds-another-record-year-sti-further-upside-ahead-ocbc

basiclly, OCBC is telling you , if you want to buy, buy now especially the whole year is gonna be very good.....if you don' t know why to park your money when interest rates are so low, buy stocks and get good dividends and capital gains.... don' t let inflation eat into your savings and retirement money..

on the other hand we been literally begging you not to sell now........
Why sell when results and fatty dpu are around the corner.........?
some of them will blow yr mind away........but if you sell now, you will end up losing your mind!
I' m not joking

For pure hospitality REIT there is only one class counter to consider .........CLAS!
As for OUE and FLCT....... they are best of two worlds: OFFICES & HOTELS!

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11-Jan-2026 14:57

AEM SGD / AEM (+Venture, UMS) the most AI-relevant SGX stock

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The gangsters see Venture breaking $25, Ums and AEM breaking $4 within these two years..... unbelievable right?.... only because you think it' s impossible.... and because it looks impossible right now....
But then, once upon a time, it seems impossible for DBS to break $50.... and we were the first to break that mindset ..... all the posts are still here in this forum, you can still read them for fun..... meanwhile....

According to

The Business Times and DBS Bank, AEM Holdings, UMS Holdings, and Venture Corporation are positioned to benefit from the AI-driven semiconductor market due to strong fundamentals and phenomenal growth potential. As key players in the semiconductor supply chain, these companies are strategically placed to capitalize on the increasing global and regional demand for AI components and equipment.

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11-Jan-2026 12:17

Others / In REITS we TRUST

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DIGICORE : charging into 2026 under the radar

Heard of this shorty guy, Chanos? Well, you can say he' s one of the culprits that caused the hiccups of Digicore since its IPO days, in spite of it being a strong Data Centre play and having a powerful sponsor.

Digicore faced initial sentiment damage from short-selling by Jim Chanos, who argued data center REITs were vulnerable to " technical obsolescence" and shrinking margins as major tech customers built their own facilities. However, Chanos has exited his short position as the trade " largely played out" and his funds closed.

Digicore' s price decline and range-bound trading were also influenced by macroeconomic headwinds like high interest rates impacting financing costs and yield compression, tenant concentration risks exemplified by the Cyxtera bankruptcy, and factors such as IPO overvaluation and lock-up expiry.

A significant price improvement in early January 2026 is attributed to a new 10-year lease agreement for a Northern Virginia facility, increasing portfolio occupancy from 81% to 98% and boosting net property income by an projected $14.8 million annually with a 35% higher rent reversion. This is expected to drive a 10% growth in DPU. The price rise is also supported by a broader recovery trend for Singapore REITs amid anticipated interest rate cuts and increasing investor perception of Digicore as a strong " AI play" benefiting from demand for data center capacity. Perhaps the most underrated positive factor or is the believable support from the unbelievable black market gangsters. As of January 9, 2026, the stock has broken its previous range with analyst targets up to US$0.71.

Another underrated factor is that Digicore mostly goes under the radar because people tend to miss the durian plantation for the specific durian tree analogy, such as the following, which I shall elaborate a bit so as to give you a taste of durian variety we are talking about.......

Meta signs multi-gigawatt nuclear deals for AI data centres. The agreements could end up totalling more than six gigawatts, enough to power a city of about five million homes
https://finance.yahoo.com/news/meta-just-bought-enough-nuclear-162440157.html
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/meta-signs-multi-gigawatt nuclear-deals-ai-data-centre

Digicore is well-positioned to benefit from Meta' s investment in nuclear power for data centers. These benefits include:

Tenant Strength: Meta' s move secures long-term power for its AI operations, enhancing tenant stability for Digicore which has social media firms as part of its tenant base.
Sponsor Synergy: Digicore' s sponsor, Digital Realty, a major data center operator, views nuclear power as key to solving the " power bottleneck" for AI centers. Meta' s deals enable ecosystem growth that Digicore can leverage through acquisitions.
Asset Densification: Meta' s power commitment ensures grid capacity, allowing Digicore to upgrade facilities (e.g., in Los Angeles) to support high-power AI workloads (up to 80MW).
Portfolio Re-rating: Meta' s investment validates the " AI tailwind," potentially increasing valuations and rental power for Digicore, building on recent successes like the fully leased Linton Hall facility, bringing occupancy to 98%.

Unbelievable, right? That the black market gangsters can think of such unbelievable synergy story..... dyodddd anyway.....

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10-Jan-2026 21:13

Others / In REITS we TRUST

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The charge of Office S-Reits into 2026
The coming year is looking promising for OFFICE Singapore real estate investment trusts (S-Reits), said analysts. Keppel Reit is the top pick other buy-rated counters include CapitaLand Integrated Commercial Trust, Mapletree Pan Asia Commercial Trust, and OUE Reit.
https://www.businesstimes.com.sg/companies-markets/reits-property/analysts-upbeat-singapores-office-reits-naming-one-uniquely-leveraged-tap-rental-upside

Singapore' s office S-REITs are seeing positive momentum as Grade A office rents rose, driven by limited supply in the CBD core. High occupancy rates and positive rental reversions have boosted performance for REITs with significant domestic exposure. CICT, Keppel REIT, MPACT and OUE REIT among those that have benefited.
https://www.businesstimes.com.sg/companies-markets/positive-momentum-office-s-reits-vacancy-rates-ease-and-rents-climb?ref=article-see-also

Analysts view Singapore office S-REITs as undervalued, trading at a significant discount to book value despite recent strong performance. They favor these trusts over others in Singapore due to expectations of robust market performance supported by limited office supply. Keppel REIT is anticipated to benefit significantly due to its portfolio of high-quality office assets in multiple countries
https://www.businesstimes.com.sg/companies-markets/reits-property/steepest-discount-analysts-bullish-office-picks-after-s-reits-best-run-2019

4 High-Yield REITs including OUE REIT, Still Trading at a Discount to Book Value. Commercial portfolio continues to be a strong pillar. OUE REIT&rsquo s three office assets in Singapore: OUE Bayfront, One Raffles Place, and OUE Downtown Office - continue to see robust leasing momentum following consecutive quarters of positive rental reversions and higher average passing rents.
https://www.dbs.com.sg/treasures/aics/templatedata/article/generic/data/en/GR/AXJ/OUEREIT_SP.xml
https://thesmartinvestor.com.sg/4-high-yield-reits-still-trading-at-a-discount-to-book-value/

4 Singapore REITs (Keppel Reit, MPACT, CLAS, FCT) to watch in January 2026. The Singapore REIT (S-REIT) market has reached a critical pivot point following two years of high borrowing costs. With projected interest rate cuts and valuations trading below historical price-to-book averages, investor sentiment is shifting toward the positive.
https://sg.finance.yahoo.com/news/4-singapore-reits-watch-january-060000928.html

Limited supply to bolster Singapore office market in 2026. The Singapore office market was broadly stable in 2025, demonstrating resiliency amid ongoing global economic uncertainties. Market players observed a pickup in Grade A CBD office leasing activity, underpinned by a tightening of supply, flight-to-quality moves, and easing of interest rate concerns.
https://www.edgeprop.sg/property-news/limited-supply-bolster-singapore-office-market-2026

The top ten Singapore REITs with the strongest trading and investing potential for 2026. Each has been selected based on asset quality, management track record, growth potential and sector outlook. Except for Daiwa, all are in the black market' s stable group of stocks
https://www.ig.com/sg/trading-strategies/top-5-singapore-reits-to-trade-in-2025-250717

Why OFFICE S-Reits Are Likely to Shine
Analysts project that Singapore office S-REITs will perform well in 2026 primarily due to a limited new supply of Grade A office spaces, a resilient local economy, strong occupier demand driving positive rental reversions, and the tailwinds from an easing interest rate environment which lowers financing costs.

Despite a strong run in 2025, some of these S-REITs continue to trade at an average price-to-book ratio around 0.6x to 0.8x, which analysts view as unjustified given their strong underlying asset quality and operational performance.

Specific reasons for each of the listed REITs to do well in the office sector:

Keppel REIT: Expected to benefit significantly from its portfolio of high-quality, Singapore-centric office assets which are sensitive to declining interest rates. It has demonstrated strong operating metrics, including a high occupancy rate of around 95.9% and a positive rental reversion of 12.3%, with market rents continuing to outpace expiring leases. Target price: UOBKH (S$1.12), DBS (S$1.10), MB (S$1.00), CGSI (S$1.09), JPM (S$1.18), CITI (S$0.99), MorningStar (S$1.10)
CapitaLand Integrated Commercial Trust (CICT): Positioned as a proxy to the resilient Singapore economy, it benefits from a stable and high occupancy rate (around 97.2% as of 3Q 2025) across its prime office and retail properties. DPU growth is anticipated in 2026, driven by the full-year contribution from the acquisition of its remaining stake in CapitaSpring and ongoing asset enhancement initiatives. Targeting Price: DBS ($2.50), OCBC (S$2.55), UOBKH (S$2.79), RHB (S$2.69), CITI (S$2.63)
Frasers Logistics & Commercial Trust (FLCT): The trust' s strategy to increase exposure to logistics and industrial (L& I) properties is a key driver, as these assets benefit from strong demand drivers like e-commerce and supply chain shifts. Its commercial segment is also expected to see a modest recovery, aided by the strategic divestment of an underperforming office asset in Melbourne, which helps maintain a high portfolio occupancy. Target Price: UOBKH (S$1.22), OCBC (S$1.06), MB (S$1.06), JPM (S$1.11), CITI (S1.16)
OUE REIT: This REIT' s entirely Singapore-based office portfolio is considered a key strength, providing stable capital values and income in a " safe haven" market. It has recorded 12 consecutive quarters of positive rental reversion (around 9.1% in 2Q 2025) and benefits from effective capital management, including being 100% Singapore-dollar funded, which helps avoid currency volatility and higher interest rates seen in other markets. Target Price: DBS (S$0.40), OCBC (S$0.40), MB (S$0.38), UOBKY (S$0.40), POEM (S$0.40),
Mapletree Pan Asia Commercial Trust (MPACT): While facing some weaknesses in overseas markets (China, Japan), its Singapore assets, including VivoCity and Mapletree Business City, provide resilience and a strong foundation for growth. The completion of the Circle Line loop in 2026 is expected to further benefit the properties in the HarbourFront area, and the trust has a healthy balance sheet for potential Singapore-focused acquisitions. Target Price: UOBKH (S$1.84), DBS (S$1.65), CITI (S$1.70)

Key metrics for the five Singapore-listed REITs with office assets, using the latest available data as of early January 2026.

REIT Name	NAV per Unit	GearingRatio (%)	(P/B) Value.	Forecasted Yield (%)
Keppel REIT	$1.27	41.2%	0.78x	5.6%
CICT	$2.13	38.5%	1.14x	4.6%
FLCT	$1.10	35.7%	0.94x	5.8%
OUE REIT	$0.58	39.9%	0.63x	5.6%
MPACT	$1.78	38.8%	0.82x	5.5%

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08-Jan-2026 12:48

Others / In REITS we TRUST

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Starhill hits 0.60 for the first time after donkey years........ first sign that some thing is brewing..... if it crosses 0.60 convincingly in the coming days, it could mean black market may be moving the stock.......

MEANWHILE, if Keppel REIT crosses one dollar especially after next week, it means there' s plenty of meat in gangsters speculation about Keppel DIS...... remember, if it goes below rights issue price, it could mean Ah Loh may call off more rewards to shareholders, and as the black market warns OPENLY, this will spell very very black news...... I tried to be helpful and post some cryptic messages on both Keppel and Keppel REIT in the MASTERS OF THE SEAS thread , but all I got was some " not useful" ratings....... what for I feed u with more info.......?

KIT could be in the mix, that' s why the price moving so far so fast, not because of the prospective 7 to 8% dividends yield which is a well known fact, but could be used as a party of rewards, but I m not going to elaborate further.......

MEANWHILE also, OUE is another Reit to watch, should go over 0.40 easily by the next results...... don' t ask me why......

all I ask you so many times, is try to holding on to your Reits, you can don' t buy, but try not to sell....... it' s a case of every time you sold, you wake up regretting the next day...... it will come a time, when in complete darkness, if you throw a black stone at any Reit, you will still or sure to make money....... that' s how go of it' s go I g to be.

The gangsters are really unbelievable in their advice..........

aragosta ( Date: 31-Dec-2025 13:36) Posted:

The next big REIT story may be from Starhill Global.... going into date centres investment to capitalise on the AI-driven demand......

Starhill Global may not yet invested in data centres but has formally acknowledged that it may expand its investment mandate to include them if suitable opportunities arise....
At a general meeting in late 2024, the Chairman stated that the REIT' s investment scope could be broadened to include data centres if market conditions and future developments are conducive....... I think probably they see the time is ripe.....

YTL Corporation, the sponsor of Starhill Global REIT, is heavily invested in the data center sector through its subsidiary YTL Power International. ....As of late 2025, YTL has established a massive data center presence, particularly in Malaysia: That could be the key.......

IF in the weeks to come, the price keeps on rallying, moving into the 60s, then there is meat in the speculation ..... the black market targeting at least 80 to a dollar if confirmed true......

============

As for Keppel REIT, read my posting here .....
https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=21882& msgbdName=Others& topicTitle=Masters%20of%20the%20SEAS:%20KEPPEL,%20SCI,%20SEATRIUM,%20YZJSB

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08-Jan-2026 01:53

DBS / The Best of the Best Banks

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NO WORDS 2.0...... won' t be providing any more such latest views and news from here on......too little views.......waste of time ...... imagine, a post like this garners only 100 views......whereas a fake news from a screwloose nutcrack can get 500 views, and someone who sent Christmas greeting at the other side can get 1000 views!......crazy man! Any way, I got some veryinteresting news on DBS and Keppel to share, but as they are from the coffee shops, I have to wait for gangsters confirmation before I move them here...... because the gangsters are UNBELIEVABLE and so, are more believeable whereas the coffee shops uncles are UNBELIEVABLE and so are not so believable.......got it? In any case, if I don' t get a thousand views, I won' t post the tokkong news....... because there must be enough interest for me to post..... correct not?

Asian Banks Surge as Investors Reprice Financial Powerhouses. A sharp re-rating lifts the world' s largest banks into 2026 with renewed momentum. Singapore' s DBS Group advanced 36.5 percent, cementing its status as a leading Southeast Asian franchise.
https://www.finews.asia/finance/44527-global-banks-surge-as-investors-reprice-financial-powerhouses

Singapore bank stocks on Jan 7 extended a multi-week rally that has pushed the benchmark Straits Times Index to record highs. Shares of DBS, South-east Asia' s largest bank by assets, crossed $58 for the first time in morning trade, reaching as high as $58.80.
https://www.straitstimes.com/business/banking/dbs-ocbc-shares-extend-record-breaking-rally

With its share price climbing 28.2% over the course of 2025, DBS Group Holdings has been one of the standout performers of the Straits Times Index, bolstered by strong net profits and consistent dividend growth. DBS at All-Time Highs: Is the Share Price Still a Buy in 2026?
https://sg.finance.yahoo.com/news/dbs-time-highs-share-price-233000614.html

DBS emerged as a star performer on the Straits Times Index in 2025, with its share price surging 28.2%, fueled by robust net profits and a consistent track record of dividend growth. Is the Share Price Still a Buy in 2026?
https://www.itiger.com/news/1165407808

The intrinsic value of DBS Group Holdings Ltd stock under the base case scenario is S$66.58. Compared to the today' s (7 January) market price of S$58.40, DBS Group Holdings Ltd is STILL undervalued by 12%
https://www.alphaspread.com/security/sgx/d05/summary#:~:text=News-,Intrinsic%20Value,Ltd%20is%20Undervalued%20by%2016%25.

DBS leads as Singapore investment banking fees hit 4-year high in 2025 amid M& A rebound
https://www.straitstimes.com/business/banking/dbs-leads-as-singapore-investment-banking-fees-hit-1-1-billion-highest-since-2021?ref=search-results

Singapore banks still face net interest margin pressure in 2026, but DBS is better hedged, analysts say
https://www.straitstimes.com/business/spore-banks-still-face-net-interest-margin-pressure-in-2026-but-dbs-is-better-hedged-analysts-say

Singapore big three banks to sustain strong dividends in 2026: The big three banks are expected to log dividend yields of between 5%-6% in 2026, according to estimates by DBS Group Research. Wealth management inflows and activities are expected to be robust.
https://asianbankingandfinance.net/retail-banking/news/singapore-big-three-banks-sustain-strong-dividends-in-2026-report

DBS named Global Bank of the Year by by The Banker, a Financial Times publication
https://www.theasianbanker.com/mediafeed-news/details?rkey=20251211AE43337& filter=23792#:~:text=The%20bank' s%20%22AA%2D%22%20and,the%20Year%22%20by%20The%20Banker.
https://www.asiaone.com/money/dbs-named-global-bank-year-financial-times-publication

DBS is World' s Best Bank for AI in Finance 2025. Building an AI-Enabled Bank with a Heart: Interview with Nimish Panchmatia, DBS
https://www.youtube.com/watch?v=glPuBz3VZcM

DBS' s RMB Clearing Role And S$8 Billion Capital Return Might Change The Case For Investing In DBS Group Holdings (isn' t this what we told you so?!)
https://simplywall.st/stocks/sg/banks/sgx-d05/dbs-group-holdings-shares/news/dbs-rmb-clearing-role-and-s8-billion-capital-return-might-ch

DBS: Rethinking Wealth Resilience Amid Volatility
https://www.forbes.com/sites/dbsprivatebank/2025/12/23/dbs-rethinking-wealth-resilience-amid-volatility/

Is This the Best Time to Buy Singapore Bank Stocks for Long-Term Income?
https://thesmartinvestor.com.sg/is-this-the-best-time-to-buy-singapore-bank-stocks-for-long-term-income/

DBS and OCBC hit record highs will the rally continue in 2026? Both banks are set to close the year on a strong note, while UOB may need more time to overcome volatility
https://www.businesstimes.com.sg/wealth/dbs-and-ocbc-hit-record-highs-will-rally-continue-2026

The age of uneven prosperity : opportunities and risks in 2026
https://www.businesstimes.com.sg/wealth/age-uneven-prosperity-opportunities-and-risks-2026

Mitsui OSK inks financing deal for Singapore LNG terminal with banks including DBS, OCBC. The deal is for a newbuild floating storage and regasification unit that will be operated by Singapore LNG Corporation
https://www.businesstimes.com.sg/companies-markets/mitsui-osk-inks-financing-deal-singapore-lng-terminal-banks-including-dbs-ocbc

DBS Bank Predicts Tokenised Finance Will Reshape Global Banking
https://asianbankingandfinance.net/exclusive/dbs-sees-tokenised-finance-future#:~:text=This%20would%20potentially%20allow%20customers,gets%20better%20from%20the%20fragmentation.

Singapore Banks: More positives to come in 2026
https://www.dbs.com.sg/sme/aics/templatedata/article/generic/data/en/GR/122025/251209_insights_singapore_banks_more_positives_to_come_in_2026.xml?pk_source=google& %20pk_medium=organic& %20pk_campaign=seo

Why is DBS - Southeast Asia' s largest lender - seeking a stake in one of Malaysia' s smallest banks?
https://www.channelnewsasia.com/asia/dbs-acquire-stake-alliance-bank-malaysia-anwar-5550516

DBS CEO Tan Su Shan joins Ho Ching, Jenny Lee on Forbes' 100 most powerful women list
https://www.asiaone.com/lifestyle/tan-su-shan-ho-ching-jenny-lee-forbes-most-powerful-women

Strong dividend payouts expected from Singapore' s big three banks in 2026
https://gazetinternational.com/strong-dividend-payouts-expected-from-singapores-big-three-banks-in-2026/

DBS rolls out generative AI-powered virtual assistant for corporate customers
https://gazetinternational.com/dbs-rolls-out-generative-ai-powered-virtual-assistant-for-corporate-customers/

DBS Foundation tops list of Singapore' s largest private donors, committing over $100m to social causes
https://www.straitstimes.com/singapore/community/dbs-foundation-tops-list-of-spores-largest-private-donors-committing-over-100-million-in-grants?ref=search-results

DBS Group Is Singapore' s Best-Performing Banking Group, With Wealth Management Driving Growth
https://www.morningstar.com/company-reports/1356715-dbs-group-is-singapores-best-performing-banking-group-with-wealth-management-driving-growth?listing=0P0000A67J

Singapore' s DBS, Banque Saudi Fransi join forces to boost payment flows across Asia, GCC
https://www.reuters.com/world/asia-pacific/singapores-dbs-banque-saudi-fransi-join-forces-boost-payment-flows-across-asia-2025-10-16/#:~:text=The%20partnership%2C%20aimed%20at%20capitalising,across%20the%20corridor%2C%20DBS%20said.

DBS Private Bank Appoints 14-Year Veteran Gregory Wu as Head of Managed Solutions Hong Kong Covering Mutual Funds, Hedge Funds & Private Assets
https://www.caproasia.com/2026/01/05/dbs-private-bank-appoints-14-year-veteran-gregory-wu-as-head-of-managed-solutions-hong-kong-covering-mutual-funds-hedge-funds-private-assets-joined-dbs-bank-as-management-associate-in-2011-and-hel/

DBS Bank Hires ex-Deutsche Private Bank Randeep Singh as Executive Director & Team Lead for Middle East & Africa Based in Dubai
https://www.caproasia.com/2025/12/17/dbs-bank-hires-ex-deutsche-private-bank-randeep-singh-as-executive-director-team-lead-for-middle-east-africa-based-in-dubai-21-years-experience-in-private-banking-wealth-management-financial-i/

Panchmatia, chief data & transformation officer at DBS, elaborates on how the Singaporean bank effectively leverages AI, with a focus on purpose and empathy.
https://gfmag.com/award/winner-insights/dbs-nimish-panchmatia-ai-banking/

DBS BANK Southeast Asia' s biggest lender by assets, sees a tokenised financial world as inevitable but warns that fragmented regulations and unsettled definitions of digital money remain key obstacles.
https://asianbankingandfinance.net/exclusive/dbs-sees-tokenised-finance-future

DBS Group Holdings Ltd (SGX:D05) stock most popular amongst retail investors who own 46%, while private equity firms hold 28%
https://sg.finance.yahoo.com/news/dbs-group-holdings-ltd-sgx-225450736.html

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07-Jan-2026 23:52

DBS / The Best of the Best Banks

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Another copycat the gangsters and up their target price......

UOB Kay Hian Upgrades DBS Group Holdings to Buy from Hold Price Target is SG$68.95
https://ca.marketscreener.com/news/uob-kay-hian-upgrades-dbs-group-holdings-to-buy-from-hold-price-target-is-sg-68-95-ce7e59dcd88df627

aragosta ( Date: 28-Nov-2025 22:34) Posted:

Still think DBS cannot hit $100 per share?..... slowly, now one by one starts copycat the black markets and up their target to super high....

' first, CGS, CITI, RHB, MAYBANK up their tp to above $60 per share....// now JP Morgan after secretly reading into the gangsters analysis . now up

their target to $70 per share ........

JPMorgan sees DBS at S$70 in a year&rsquo s time with potential S$3.30 dividend for years
https://www.businesstimes.com.sg/companies-markets/jpmorgan-sees-dbs-s70-years-time-potential-s3-30-dividend-years

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07-Jan-2026 11:05

DBS / The Best of the Best Banks

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In 2026, the potential acquisition of Income Insurance by DBS Bank is widely viewed as the " final puzzle piece" needed for DBS to match its local rivals, OCBC and UOB, who already possess large, dedicated insurance arms. This move would be strategically beneficial for DBS, though it involves complex financial and regulatory hurdles.

Strategic Rationale and Benefits

The acquisition would provide DBS with significant advantages:
1) Competitive Parity: DBS is currently the only one of the " Big Three" local banks without a large, wholly-owned insurance subsidiary. Acquiring Income would complete its evolution into a fully diversified financial powerhouse.

2) Revenue Diversification: With over 60% of its income from Net Interest Income (NII), an insurance arm would provide a crucial buffer through non-interest income, similar to Great Eastern' s contribution to OCBC' s revenue.
3) Wealth Management Synergy: Integrating Income' s established customer base with DBS' s strong wealth management franchise would create immediate cross-selling opportunities and economies of scale.
4) Market Leadership: An acquisition would solidify DBS' s position as a comprehensive financial services leader in Singapore and the region.

Current Status and Outlook

As of 2026, no official deal has been announced, but DBS is considered the most logical local buyer:
1) Failed Allianz Deal: A previous attempt by Allianz to acquire 51% of Income was blocked by the Singapore government in late 2024 over concerns for Income' s social mission (providing affordable insurance).
2) Government Openness: The government remains open to a new deal, provided the social mandate is legally and financially protected. A deal with a local entity like DBS is seen as more likely to satisfy these requirements.

3) High Probability: Analysts consider the probability of a DBS acquisition to be high, contingent on navigating the regulatory landscape.

Financial and Market Implications

The acquisition is expected to be financially sound for DBS, provided the terms are favorable:
1) Accretive Potential: While not immediately impacting Earnings Per Share (EPS), the acquisition is expected to be accretive in the mid-term through operational synergies and capital optimization.
2) Market Sentiment: The market is generally positive about " bolt-on" acquisitions that strengthen fee-based income. However, investors are cautious about the valuation and ensuring the deal is commercially viable and not solely a " national service" operation.
4) Capital Strength: DBS enters 2026 with a robust capital base and is focused on maintaining record high dividends (projected 6.1% yield), indicating it has the financial capacity for such a transaction without significantly disrupting shareholder returns.

Role of Temasek Holdings

Temasek, the controlling shareholder of DBS (approx. 29% stake), would play a decisive but indirect role:

1) Strategic Restructuring: Effective April 1, 2026, a new entity, Temasek Singapore (TSG), will manage local portfolio companies like DBS.
2) Facilitating Alignment: TSG is mandated to make local companies globally competitive while staying rooted in Singapore. This structure makes Temasek the likely orchestrator to encourage or oversee a DBS-Income alignment, potentially acting as a guarantor for the preservation of Income' s social mission.

Key Hurdles and Risks

The primary challenges revolve around the regulatory requirements and financial structure:
1) Preserving the Social Mission: Any acquirer must prove they can sustain Income' s mission without prioritizing aggressive capital returns.
2) The S$2 Billion Surplus: A surplus carried over during Income' s corporatization is " off-limits" for capital extraction, requiring value to be found through operational synergies instead.

3) Execution Risk: With DBS shares at a premium valuation, there is " no room for error" . Any perceived mismanagement of the integration could lead to a negative re-rating of the stock.

Where does Allianz withdrawal leave Income Insurance? DBS Bank, a global award-winning and the largest Southeast Asian bank by assets, may be poised as a possible local bank to acquire Income Insurance. It has historically owned the Insurance Corporation of Singapore which was subsequently sold in 2001.
https://bizbeat.nus.edu.sg/thought-leadership/article/where-does-allianz-withdrawal-leave-income-insurance/#:~:text=DBS%20Bank%2C%20a%20global%20award,which%20it%20is%20already%20pursuing.Commentary: Allianz deal is off, but Income Insurance cannot just wait for a ' white knight'
https://www.channelnewsasia.com/commentary/income-insurance-allianz-deal-withdraw-ntuc-options-4826651#:~:text=Lawrence%20Loh,-Lawrence%20Loh& text=SINGAPORE:%20With%20Allianz%20out%20of,public%20money%20for%20private%20gains.& text=If%20playback%20doesn' t%20begin%20shortly%2C%20try%20restarting%20your%20deviceIncome-Allianz saga: What' s next if German insurer decides not to pursue a revised deal? Companies like DBS, and Temasek have been floated as potential buyers of Income Insurance after the Singapore government blocked a deal with German giant Allianz.
https://www.channelnewsasia.com/singapore/income-allianz-ntuc-insurance-deal-4696636#:~:text=Trump%20podcasts%20Wellness-,Income%2DAllianz%20saga:%20What' s%20next%20if%20German%20insurer%20decides%20not,being%20paused%20for%20six%20months.

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07-Jan-2026 11:04

DBS / The Best of the Best Banks

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When a stock gets too hot, it usually gets to the heads of some envious, some haters, and burn their brain..... like this jinxeagle with so many clones....dontbetray behonest etc, who hope that one day one of his fraud news and views would come true..... then there is this 5 lots Dynamac BT aunty, who sold her 100 DBS shares when it crossed $40 (she ownself said one Hor) and then kept coming back to comment on DBS as if she still has a few hundred lots........ crazy clown s..

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04-Jan-2026 12:50

Others / In REITS we TRUST

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The Charge of AI-relevance Data Centres REITs in 2026
Data centre race: Singapore betting on quality over scale, say observers. As South-east Asia and the world bet on artificial intelligence (AI), data centres have become one of the hottest investments. A November report from Fortune Business Insights estimated the global data centre market size at about US$243 billion in 2024, with projected growth to reach about US$270 billion in 2025. Much of this growth is expected to be driven by AI.
https://www.businesstimes.com.sg/startups-tech/technology/data-centre-race-singapore-betting-quality-over-scale-say-observers

By 2026, the Singapore data centre market is poised to surpass USD 10 billion in revenue, driven by an unprecedented surge in digital transformation initiatives and the exponential growth of data traffic. As Southeast Asia&rsquo s digital hub, Singapore is increasingly becoming the strategic nexus for global cloud providers, hyperscalers, and enterprise digital ecosystems.
https://www.linkedin.com/pulse/singapore-data-centre-centers-report-2026-market-pv86f/

AI bubble unlikely to pop in 2026 even as doubt seeps into financial markets. Governments are pushing for connectivity, plans are under way for robots and autonomous buses and cars, and consumers are demanding more services and goods on the go, as well as lots of videos, songs and games. All that needs compute infrastructure.
https://www.straitstimes.com/business/ai-bubble-unlikely-to-pop-in-2026-even-as-doubt-seeps-into-financial-markets

AI is changing status from experimental technology to a core mechanism for generating revenue and new business models. IBM points out that it will come in and transform five key industries in Asia.
https://www.nationthailand.com/business/tech/40060619

BlackRock' s 2026' s Global Outlook: The global economy and financial markets are being shaped by mega forces, especially AI. We think it&rsquo s hard to avoid making a big call on their direction - so exposure to broad indexes is not a neutral stance. We remain pro-risk, seeing the AI theme staying concentrated for now and active investing as key.
https://www.blackrock.com/corporate

Exploring specific data center REITs currently being highlighted by analysts for their 2026 growth potential
Analysts view both Keppel DC REIT and Digital Core REIT, along with others like CapitaLand Ascendas REIT and Mapletree Industrial Trust, as Singapore-listed entities well-positioned to benefit from AI-driven demand in 2026. The Singapore data center market is expected to surpass $10 billion in revenue by 2026, driven by an " unprecedented surge" in AI and cloud services.

Performance Drivers for Singapore Data Center REITs

High Demand in Singapore: Singapore is a primary hub with limited new supply due to power constraints, allowing existing data center operators to command high occupancy and pricing power.
AI-Specific Workloads: The shift from AI training to AI inference is creating sustained, long-term demand for edge computing and reliable, high-performance facilities, which these REITs provide.
Strong Sponsor Pipelines: REITs like Digital Core and CapitaLand Ascendas have access to large pipelines of potential data center acquisitions from their sponsors, offering embedded growth catalysts.

Key Singapore Data Centre REITs for Investment

Analysts highlight several Singapore REITs with significant data center exposure.

Keppel DC REIT (SGX: AJBU): A pure-play data center REIT with a high-quality global portfolio and a strong presence in Singapore. It is considered a stable investment with a " Strong Buy" consensus and an average price target of S$2.58 (15.1% upside).
Digital Core REIT (SGX: DCRU): A pure-play U.S.-focused data center REIT that offers exposure to top hyperscaler tenants. It offers a higher potential yield and is currently trading at a discount to its NAV. Analysts have a " Moderate Buy" consensus with an average price target of $0.68 USD (implying over 30% upside).
CapitaLand Ascendas REIT (SGX: A17U): While not purely data center, its significant industrial and logistics portfolio includes data centers and high-tech industrial space. DBS notes it stands out for its strong operational execution and accretive acquisitions. It has a " Strong Buy" consensus with an average price target of S$3.24.
Mapletree Industrial Trust (SGX: ME8U): Another industrial-focused REIT with exposure to data centers, benefiting from e-commerce growth and supply chain demand. Analysts generally have a " Hold" or " Buy" rating, with an average price target of S$2.18.

Comparative Metrics (as of Jan 2-4, 2026)

REIT Name	Ticker	Current Price	Avg. Analyst Target	P/B Ratio	Dividend Yield
Keppel DC REIT	AJBU.SI	S$2.24	S$2.58	1.38x	4.56%
Digital Core REIT	DCRU.SI	$0.51 USD	$0.68 USD	0.63x	7.06%
CapitaLand Ascendas	A17U.SI	S$2.83	S$3.24	1.29x	5.13%
Mapletree Ind. Trust	ME8U.SI	S$2.07	S$2.18	1.23x	6.39%

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04-Jan-2026 11:48

A-Sonic Aero / The making of a Dyna-Mac type of run

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Alamak , so much details, so much reasonings, so much explanation.... yet got still people don' t get it.....
' read the fine print again la, everything is there to know of all the possibilities.... if an offer of 0.54, 0.55 or even at nav of 0.59 may not be successful, how can a 0.30 offer ever can ever get thru?.... think....
' A privatisation excercise is not cheap, you know? It may cost as much as one to two million bucks.....

' btw, the detailed analysis is applicable to other offers too, like why certain " low ball" offers also failed...... few years ago, an FHT privatisation offer at above nav, and way above it' s " regular" trading market price failed. It only succeeded a second time , at one cent more, when people realised it is not going to be offered at much higher ever again...... this episode makes activist Mano, who led the fight for twenty or thirty cents more, looks very stupid..... certain people doesn' t do enough research, or dont have " connections" to " black market" sources.......

Ok, juz to let go a bit more, since the " rumors" broke, someone, or some people also had been accumulating.... so far, I think, about half a millions shares, .... and because there were very few sellers, they have to buy higher, forcing the SBB higher.... this scenario is only possible because if the rumors know of a " high" offer..... but but as in ALL RUMORS, it may not be true, or stingy Ms Tan might juz call it off...... dyoddd please, as I said this is a talk song thread, or to show off thread.... I often talked a lot because I like to talk song mah... UMS, Frenken and AEM , Venture on their way to record high soon inspite of a red DOW last Friday

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03-Jan-2026 14:10

A-Sonic Aero / The making of a Dyna-Mac type of run

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Will A-Sonic make a privatisation offer or do a capital deduction according to persistent rumors....... Saw this report lying at some coffee shop, I think it was meant for private viewing only, thought I share it here.... .... true or not true, up to you to believe..... as I said, this is a " talk song" thread ... it' s probably too late for you to join in the party even if you wish to because the stock has gone too far since we started talking..... remember, this is a very illiquid stock, if you go in, it' s very very difficult to come out..... read it any way, to feel what' s frustration is like: if it is true, you' ll feel frustrated of not enjoying at least a 50% gain if u have not join in......if you have joined in, and turns out not true, you will feel trapped forever...

========

Based on current 2026 market data and A-Sonic Aerospace' s robust financial position, a privatization offer would likely need to be positioned between S$0.59 and S$0.70 per share to be attractive to minority shareholders. As of January 3, 2026, the company continues to trade significantly below its liquidation and book values, despite its " cash-rich" and " debt-free" status.

Key Valuation Benchmarks (as of Jan 2026)

To determine a fair offer price, three primary metrics serve as the " floor" for negotiations:

Net Asset Value (NAV): The current NAV is approximately S$0.589 per share. Historically, the stock has traded at a steep discount to this book value. An offer at or above NAV is typically the minimum requirement for a successful privatization of a cash-rich firm.
Net Cash per Share: A-Sonic maintains a net cash position of approximately S$0.54 per share. Effectively, the market is currently valuing the entire business operations at nearly zero, as the current share price (S$0.495) is less than the cash in the bank.
Intrinsic/Fair Value: Independent models estimate a fair value upside of over 70%, placing the " true" value of the company' s assets and earnings potential closer to S$0.80+.

Estimated Offer Price Range

The " Low-Ball" Floor (S$0.54 &ndash S$0.59): An offer matching the net cash per share or NAV. While this represents a premium over the current market price of S$0.495, it may face resistance from shareholders who recognize they are giving away the operating business for free.
The " Fair" Premium (S$0.64 &ndash S$0.70): A 30%-40% premium over the current market price. This range accounts for the company' s debt-free balance sheet and provides a " control premium" that reflects the intrinsic value the market is currently ignoring.

Recommended Strategy: To ensure a high success rate (90% acceptance), the offeror should aim for a price that exceeds the NAV of S$0.589, likely settling around S$0.65.

A comparison of recent privatization premiums for other cash-rich SGX-listed companies to refine this estimate
Recent history for cash-rich, undervalued Singapore Exchange (SGX) companies shows that privatization offers often involve significant premiums over the market price, sometimes exceeding the stated Net Asset Value (NAV) to attract minority shareholders.

Recent SGX Privatization Premiums

Offers generally range from a modest premium to significantly higher, depending on the underlying value of assets and the offeror' s desire to secure full control quickly.

Singapore Paincare Holdings (2025): The S$0.16 per share offer represented a 27% premium over the last traded price and 77.8% above its price two months prior.
PEC Ltd (2025): The offer of S$0.84 per share (cash plus special dividend) was a significant premium to attract shareholder approval.
Isetan Singapore (2024/2025): This deal saw one of the highest premiums, at a reported 174% over the last closing price.
SLB Development (2025): The offer price was approximately 16.8% over the company' s NAV per share, a key consideration for property-related firms.
Amara Holdings (2025): An offer was made by major shareholders to take the hotel group private.
Japfa Ltd (2025): Major shareholders made a delisting offer for the agri-food business.

Key Insights

Valuation Matters: Most companies that receive privatization offers are trading near or below their book value, making attractive valuation the main driver for buyers.
Beyond Market Price: Offers are often structured to provide a clean exit at a premium over historical prices, especially when trading liquidity is low.
The NAV/Cash Factor: For " cash-rich" companies, offers are often benchmarked against Net Asset Value (NAV) or net cash per share to ensure fairness and prevent " low-ball" offers that would otherwise give away the operating business for free. Independent financial advisors (IFAs) evaluate whether offers are " fair and reasonable" based on these metrics.

Given these precedents, an offer for A-Sonic at or above NAV, with an added premium for control, is essential for a successful privatization.
=============

The high ownership stake of Janet Tan (over 63%) and recent company share buybacks have several direct and indirect influences on a potential privatization, the offer price, and minority shareholder perception.

Influence on the Decision to Privatize

Ease of Delisting: With a stake exceeding 63%, Ms. Tan is well-positioned to achieve the 75% shareholder approval required for a scheme of arrangement (a common privatization method on the SGX). She would only need to acquire approximately 12% more shares from other holders to meet this threshold.
Greater Flexibility: The primary motivation for insiders to privatize is often to gain " greater flexibility to run their businesses" without the regulatory scrutiny and ongoing reporting requirements of a public company. High existing ownership facilitates this goal.
Signals Undervaluation: Both insider buying and share buybacks signal to the market that management believes the stock is undervalued. This reinforces the perception that the company' s intrinsic value is higher than its current trading price, making privatization a logical step to unlock that value privately.

Influence on the Offer Price

Establishes a " Floor" : Ms. Tan' s consistent purchases over the years and the recent company buybacks establish a historical price range that acts as a de facto " floor" for any privatization offer. An offer below these recent purchase prices would be highly contentious.
Requires a Premium: To entice the remaining minority shareholders to sell, the offer price would still need to include a control premium over the current market price and likely above the average price of recent buybacks.
NAV as a Benchmark: Given the company' s " cash-rich, debt-free" status, the Net Asset Value (NAV) of S$0.589 per share is a crucial benchmark. An offer price that respects this underlying asset value is essential for a " fair and reasonable" assessment by independent advisors.

Influence on Shareholder Perception

Mixed Signals and Skepticism: While insider buying generally signals confidence, a privatization offer immediately following a period of heavy insider buying can lead to skepticism. Minority shareholders might feel that the insider is attempting to take the company private right as its prospects are set to improve, effectively cutting them out of future gains.
Fairness Concerns: The perceived " low-ball" nature of many privatization offers on the SGX means shareholders are often vigilant about the offer price relative to the company' s true value. The recent buybacks at various prices will be scrutinized to ensure the final offer provides fair compensation for relinquishing ownership in a healthy, growing business.
Empowered Minorities: The actions of Ms. Tan have given minority shareholders clear benchmarks (NAV, recent buy prices) to evaluate the offer. They are more likely to reject an offer en masse if they believe the price does not adequately reflect the company' s strong balance sheet and growth potential.

================

Why the Price is Rising: Privatization vs. Capital Reduction

The recent surge from S$0.36 in early December 2025 to S$0.50 by January 2, 2026, is likely fueled by these dual rumors:

Privatization Rumors: The market is " pricing in" a potential offer. If the rumored price is S$0.60, the stock moving toward S$0.50 shows investors are positioning themselves for that 10&ndash 20% remaining upside.
Capital Reduction: This is a strong alternative. Given A-Sonic' s cash-rich" status (S$0.54 cash per share), a capital reduction exercise would allow the company to distribute excess cash directly to shareholders while remaining public. This often causes the share price to rise as the " trapped" cash value is recognized.

The " Conflict" for Minority Shareholders

While the market might accept S$0.60, savvy investors may feel " short-changed." Since the company is debt-free and holds S$0.54 in cash per share, a S$0.60 offer effectively values the entire operating business, global logistics network, and future earnings at only S$0.06 per share.

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02-Jan-2026 16:15

Others / Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB

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With regard to remarks of KEPPEL divesting Keppel DC, I need to clarify myself, otherwise I could be embarrassing the gangsters......I said " ....there is a likely plan of a DIS, but I don' t know which one....... I thought it would be KREIT but I was hoping for KDC ...... but with a KEPPEL divesting KDC, and going to subscribe to ADDITIONAL KREIT........it now makes more sense to have KREIT as DIS......."

When I said KEPPEL divesting KDC, which I heard from the black market people, I was referring to KEPPEL LTD selling its remaining interests in two specific data centres to Keppel DC REIT, NOT its shares in Keppel DC Reit...... Specifically, in late 2025, as part of its ongoing asset monetization program, KEPPEL announced. its Connectivity Division agreed to sell its residual stakes in two mature Singapore data centers for S$50.5 million:

Keppel DC Singapore 3 (KDC SGP 3): Divestment of the remaining 10% interest.
Keppel DC Singapore 4 (KDC SGP 4): Divestment of the remaining 1% interest.
Outcome: Upon completion (expected 1Q 2026), Keppel DC REIT will hold 100% ownership of both facilities, which are located in Tampines.

So let me detail the specifics of Keppel' s holding in all its three S-REITS, and why it MAY give away aka distribute as DIS in one but not the other two. (Remember, I said " MAY" ......"

Current Shareholdings

Keppel REIT: KEPPEL Ltd is the sponsor and holds about 1,467,626,123 units, representing about 37.92% of the total issued units.
Keppel DC REIT: KEPPEL Ltd is the sponsor and holds roughly 453,588,817 shares or units, representing about 18.6% of the total issued units..
Keppel Infrastructure Trust (KIT): KEPPEL Ltd is the sponsor and holds approximately 1,167,974,795 shares, representing about 19.19% of the total issued units.

Importance of Significant Stakes

Maintaining a high percentage of shares is strategic for Keppel for several reasons:

Alignment of Interests: As a sponsor, holding a large stake ensures Keppel' s interests are aligned with minority unitholders, signaling confidence in the assets&rsquo long-term performance.
Asset Management Fees: Keppel' s business model has shifted toward being an asset-light manager. By keeping these REITs under its umbrella, it earns recurring management fees, which contributed significantly to its over 25% profit growth in 2025.

While Keppel Ltd. has not made any official announcement regarding a DIS for Keppel Infrastructure Trust (KIT) or Keppel DC REIT in 2026, the company has explicitly stated that its asset monetisation program puts it in a good position to reward shareholders through " dividends, distributions in-specie or share buybacks" .

Factors Reducing Likelihood (Black Market Views)
KEPPEL utilizes DIS for Keppel REIT units, but not for others like Keppel Infrastructure Trust (KIT) or Keppel DC REIT, based on the following strategic rationale:
1) Asset-Light Strategy: Keppel de-consolidates heavy real estate assets from its balance sheet by distributing Keppel REIT units, accelerating the company' s strategic transformation into a global asset manager.
2) Capital Recycling & Shareholder Rewards: The distribution of liquid assets directly rewards shareholders while enabling Keppel to reallocate capital to high-growth sectors such as Connectivity (Data Centers) and Infrastructure (Green Energy)
3) Focus on High-Growth Sectors: Data centers (Keppel DC REIT) and infrastructure (KIT) are currently central to Keppel' s growth engine. Keppel prioritizes keeping these high-performing, " new economy" assets closely integrated to drive its own recurring income and valuation
4) KIT' s Strategic Role: Analysts suggest Keppel aims to retain its stake in KIT, leveraging it as a key strategic vehicle for divesting other large-scale infrastructure assets and potentially underwriting future equity fund raisings.
5) Keppel DC REIT Growth Potential: To capture the substantial growth potential of the data center industry, Keppel intends to maintain a substantial stake (at least 20%) in Keppel DC REIT, supporting the sector' s expansion.
6) Strengthening REIT Portfolios via Divestment (Not Stake Sale): Instead of divesting its stake in the REITs, Keppel strengthens their portfolios by selling specific physical data center assets to them, as seen in the late 2025 sale of remaining interests in Singapore data centers to Keppel DC REIT. note, this one is not form the coffee shop uncles, but professionally from one of the mafia chiefs' bookkeepers...... note that Keppel' s fire is starting, you will see fire words very soon.....you ain' t see nothing yet.

aragosta ( Date: 17-Dec-2025 09:18) Posted:

KEPPEL
Lately, the focus is about the preception of KREIT negatives in acquiring of an additional one-third interest in Marina Bay Financial Centre (MBFC) Tower 3 (juz because of a few per cent dpu dilutives) and punishing parent Keppel indirectly for it..... this is a classic case of " Can&rsquo t see the forest for the trees." or should I say, " overlooking the whole plantation for the trees...."

People are so focused on the small, specific details (the " trees" ) that they fail to understand or appreciate the larger situation or " big picture" (the " plantation" ). (But I come to this in details later on,,,, got to trade soon)...

Actually speaking, this is a plantation of durian trees.... and KREIT a is juz a few durian trees.....
' Now, I heard only ah...... Keppel is going to subscribe to it' s 37.9% right of KREIT rights issues. With Keppel' s commitment of its monetisation program, it makes less sense to add more shares to its holding... so, this is what it is likely to do.... giving out the additional KREIT shares (mind you, would cost Keppel a few hundred millions dollars to subscribe) as part of its dividends or special distribution structure.......this will help negate the cost of the subscription..... I already commented earlier, that there is a likely plan of a DIS, but I don' t know which one..... I thought it would be KREIT but I was hoping for KDC .... but with a Keppel divesting KDC, and going to subscribe to ADDITIONAL KREIT... it now make more sense to have kREIT as DIS......
And mind you, it is not going to be peanuts ... you may, again heard from coffee shops only, it may be as much as 25 DIS to every 100 Keppel Shares you own..... still think it is wise to overlook the whole plantation for a few trees? Any way, this is another unbelievable story from the gangsters ..... believe or not believe, up to you....

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02-Jan-2026 00:54

Others / Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB

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Seems like many here are more interested in Keppel, when Sembcorp, Seatrium, and Ah Yang are just as strong..... black market is sure all the four SEAS, which have very strong long term gangsters support and interests , will break their ATH this year..... For Seatrium, it may seem difficult at the moment, but, trust me, this is the one to watch closely......

BTW, this is the only thread I started that got a five stars rating..... okay lah, as a bonus, I post one more UNbelievable story from the black market..... this one should be a convincing story.... it' s actually before you, just that you don' t notice it to openly discuss it.......

==========
KEPPEL' s Human Catalyst

The next big catalyst for KEPPEL is actually NOT a big contract win, or mega investment collaboration, but actually associated with an important person and may come as early as first quarter this year, but definitely before the next AGM in May.

We are talking about our Man with the Midas Touch, Mr Piyush Gupta.......There is strong speculation that Gupta may eventually succeed current Chairman Danny Teoh, who has served in the role since April 2021 and has been on the board for over 15 years. The move is part of Keppel' s ongoing board renewal process and strategic transformation into a global asset manager. Analysts suggest that:

Gupta' s appointment as Deputy Chairman is a common precursor to taking over the top board seat.
Gupta' s background in driving digital transformation and regional expansion at DBS aligns with Keppel' s ongoing " Vision 2030" goal to become a GLOBAL asset manager.

While no official announcement has been made regarding his future appointment as Chairman Keppel, his recent elevation to Deputy Chairman and his December 1, 2025, appointment as Chairman of Temasek India are seen by market analysts as significant indicators of his growing influence within the Temasek ecosystem........and Keppel is indeed a high Profile Company of Temasek.

Because of his high success rate and policies in driving up DBS share price to phenomenal highs, black market gangsters are suggesting he' s worth at least 10% of Keppel price if his appointment as Keppel Chairman is confirmed......With the expectant good FY results and accompanying potential good dividends providing another 10% worth of increase in Keppel share price, that was why the mafia had speculated last year, Keppel price should hit above $12 by first quarter this year (although I was a bit kiasu, and stated " by first half" this year)..... but at least the gangsters are more reliable and responsible in stating this, providing reasons, instead of many wild guesses by many newbies (pun unintended) who so confidently predicted it would hit $11 by Nov and $12 by Dec, juz because it hit $8 by Aug, $9 by Sep, $10 by Oct&hellip . What a funny way of analysing&hellip .

Listen to the gangsters coffee shop prediction la........ it may be unbelievable, but at least in the end it could be believable.........

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01-Jan-2026 23:25

Others / Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB

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You know, last year I been hinting about another mega deal to come, but because I hate drinking coffee with Mr Lim, I cannot say much......But since this is now all over the coffee shops, I decided to let go a bit although I don' t know much about the details, but then again, who knows?

In reading, it is important to note that Mr Lawrence Wong, in most of his speeches and messages to businesses, kept on harping on the word GLOBAL now if you refer back to what are noted in most analysis on the future direction of Temasek-linked companies, like DBS, SingTel, Keppel, Sembcorp, the emphasis has always been such........ going GLOBAL. So how do we go GLOBAL? For one, by going or growing big of course......Have fun fantasising........

=========

A possible scenario? A CapitaLand and Mapletree marriage with Keppel as the best man

It is VERY possible for Keppel Ltd to divest or monetize its real estate assets (managed by Keppel Land) to a merged entity of CapitaLand Investment (CLI) and Mapletree. Such a transaction would align with Keppel' s strategy to become an asset-light global asset manager and its ongoing asset monetization program.

Strategic Alignment
Keppel' s core strategy is to be a GLOBAL asset manager and operator, focusing on a capital-light model and growing recurring income. As part of this, the company has explicitly identified much of its existing property-related holdings, including residential land banks and certain development/investment properties, as part of a " Non-Core Portfolio for Divestment" .

Keppel is actively working to sell these non-core assets to free up capital for reinvestment into its core areas (infrastructure, data centers, etc.) and to reward shareholders. They have a dedicated task force to accelerate these divestments and have already monetized billions in assets since 2020.

Potential Transaction
A merged CLI and Mapletree would create an Asia-Pacific real estate behemoth with over US$150 billion in AUM, also backed by Temasek. But is this big enough? To be bigger, it needs to acquire more. But from where, from who?

Ahhh, that' s where another of Temasek' s children come in&hellip &hellip

Buyer' s Interest: An enlarged CLI-Mapletree entity would likely be interested in acquiring high-quality real estate assets, especially those in key Asian markets like Singapore, China, and Vietnam, where Keppel Land has a significant presence. This would further consolidate Temasek' s real estate holdings and create scale.
Seller' s Interest: Selling a large portfolio of real estate assets to a single, motivated buyer (backed by the same parent, Temasek) would be an efficient way for Keppel to meet its asset monetization targets, which currently stand at a goal of S$10 billion to S$12 billion by the end of 2026.
Precedent: Temasek previously orchestrated the Keppel O& M and Sembcorp Marine merger as a way to consolidate overlapping businesses and unlock value, setting a precedent for potential further consolidation in other sectors, including real estate.

Temasek' s Restructuring and Timeline
Both the potential CapitaLand Investment (CLI) and Mapletree merger and the ongoing Keppel asset divestment program are occurring within the context of Temasek' s broader, multi-year strategic restructuring exercise to consolidate holdings and create more competitive GLOBAL entities.

Temasek announced a major internal reorganisation in August 2025, which will take formal effect on April 1, 2026. The goal is to position the firm for a new GLOBAL environment by splitting its portfolio management into three distinct entities (Remember I had written so many times already, until I can now remember by heart):

Temasek Global Investments (TGI): Focuses on global direct investments.
Temasek Singapore (TSG): Manages Singapore-based portfolio companies (TPCs) to make them globally competitive.
Temasek Partnership Solutions (TPS): Manages funds and asset management companies, including Seviora Holdings.

The corporate actions of CLI, Mapletree and Keppel, mentioned are part of the ongoing execution of this strategy within the current timeframe.

Key Events Occurring During This Period (2025-2026)

CLI-Mapletree Merger Speculation: News of a potential merger between CLI and Mapletree emerged in November 2025 (but already speculated and mentioned here by the gangsters, long before the Bloomberg report you can go read yourself). This is widely seen as a direct alignment with Temasek' s goal of creating a stronger, GLOBALLY competitive real estate giant with over US$150 billion in AUM. Initial preparations for a potential deal could start as early as 2026.
Keppel' s Asset Monetisation: Keppel has an active asset monetisation program and is on track to meet its target of S$10 billion to S$12 billion by the end of 2026. In his 2026 New Year message, Keppel CEO Loh Chin Hua hinted the company will well surpass that. Still not convinced, he could be including the pending monetisation of KL' s assets? The divestment of real estate assets from Keppel Land to a merged CLI-Mapletree entity would be a highly probable and efficient outcome of this exercise, as it helps Keppel become asset-light and consolidates Temasek' s real estate holdings into a single, specialized entity. It makes no sense for Keppel to divest its real estate assets to a non-Temasek entity who may be a competitive rival. Another reason on why Keppel has withheld this major divestment for so long although it has already monetised some real estate assets in the first 9 months of 2025, and STOPPED after Temasek' s announcement of its restructuring plans&hellip &hellip . Got it, so far?

Therefore, in affirmed conclusion, these significant M& A and divestment activities are all interconnected parts of a coordinated, overarching strategy driven by Temasek within the specified timeframe. And therefore again, a deal of this nature is not only possible but aligns with the stated strategic objectives of all three entities and their common majority shareholder, Temasek.

UNBELIEVABLE story again, right? But believe or unbelievers really up to you..... you should know that the gangsters do not have a 9-5 day job, so every day they got nothing better to do , but to any how think of unbelievable stories to tell........

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01-Jan-2026 15:43

Others / Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB

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Since got interest, I shall post additional notes on key points regarding Sembcorp Industries and the regional energy transition and its game-changing possible developments going forward........ I actually have a very interesting, but truly unbelieveable story to tell on KEPPEL, so unbelieveable, probably it' s the most unbelievable story of the year, and today is only first day of 2026..... so you can imagine how, tokkong the news, if truly happened, is going to be..... but I will wait to get at least 200 views first for this post, before I post it...... less than 200, means theres very little interest on this..... now is post number 51980 as I' m posting this.......

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Sembcorp Industries: Strategic Overview and Regional Leadership

Sembcorp Industries is strategically positioned as a leader in sustainable energy and urban solutions within the context of Singapore' s national goals and the broader ASEAN energy transition.

Company Strategy & Performance:

Strategic Repositioning: Sembcorp has successfully transitioned its core business to focus on energy and urban solutions, with a strong emphasis on sustainability and renewable energy, moving away from its former rig-building operations.
Aggressive Renewable Targets: Sembcorp has updated its " brown-to-green" transformation targets, aiming to increase its gross installed renewables capacity to 25GW by 2028, up from approximately 20.2GW (including projects under construction) in late 2025.
ESG Recognition: Sembcorp' s strong performance in environmental, social, and governance (ESG) areas was recognized by its debut inclusion in the Dow Jones Sustainability Asia Pacific Index.
Decarbonization Trajectory: Sembcorp' s majority shareholder, Temasek, has highlighted the company' s strong decarbonization efforts, which are fully aligned with Singapore' s national net-zero aspirations for 2050.
Strategic Review & Expansion: Sembcorp is currently undertaking a major strategic review to optimize shareholder value, leading to market speculation regarding potential privatization or asset sales. Concurrently, it is expanding its GLOBAL portfolio, notably with the acquisition of Alinta Energy in Australia.
Capital Recycling Strategy: To fund its S$10.5 billion investment plan for renewables through 2028, Sembcorp is actively " recycling" capital, which includes the potential sale or securitization of mature renewable assets in India and other markets.

Role in Singapore and ASEAN Energy Transition:

Singapore Green Plan 2030: Sembcorp is a key private-sector member of the Singapore Green Plan 2030, a whole-of-nation initiative for national sustainable development.
Integrated Power Grid Development: Sembcorp will benefit vastly through Singapore and its ASEAN neighbors collaborating to build an integrated regional power grid to facilitate cross-border clean energy trade.
Potential Nuclear Program Lead: Sembcorp is considered the likely candidate to run a potential national nuclear energy program due to its extensive experience in managing a diverse range of power generation assets (including its stake in Senoko Energy). Nuclear power is viewed as a vital low-carbon baseload power source to support national goals.
Sustainable Industrialization: Sembcorp is driving the transition to sustainable industrialization across Asia by developing industrial parks where sustainability is integrated from the outset.

Regional Market and Technology Trends:

Energy Storage Systems (ESS) Focus: ESS and batteries are identified as critical infrastructure for grid resilience as intermittent renewable energy sources (like solar) are integrated. The ASEAN region faces a significant investment need, estimated at $21 billion annually from 2026&ndash 2030, to upgrade its grids.
Solar Energy Boom: Southeast Asia is poised for a significant increase in solar energy adoption due to a global surplus of affordable photovoltaic panels, necessitating parallel investments in energy storage to manage grid stability.
Green Hydrogen Economy: Singapore, Japan, and China are leading the charge in developing a green hydrogen economy. Sembcorp is actively involved, with projects in Singapore and abroad aimed at establishing commercial-scale low-carbon supply chains and enhancing energy security.
Nuclear Financing Challenges: While nuclear power offers low-carbon baseload potential for Southeast Asia, its adoption requires innovative financing frameworks that go beyond conventional sustainable finance models to be viable in the region.

Impact of Temasek' s 2026 Restructuring

Managed by Temasek Singapore (TSG): Sembcorp is now part of Temasek Singapore (TSG), a unit focuses on actively managing Temasek' s core Singapore-based " stalwarts" to make them globally competitive while keeping them rooted in Singapore.
Sharpened Strategic Focus: Being part of a dedicated Singapore-centric unit allows for more tailored capital allocation strategies. This could potentially make Sembcorp " bigger" by providing a more direct path to funding for massive regional projects like the ASEAN Power Grid or large-scale hydrogen imports.
Potential Privatization/Value Unlocking: Market speculation regarding a potential privatization or strategic asset sale persists as Temasek seeks to enhance shareholder returns across its " OneTemasek" portfolio. The restructuring provides a clearer framework for such " value-unlocking" exercises, similar to the 2020 Sembcorp-Sembcorp Marine demerger.
Decarbonization Responsibility: Sembcorp remains one of the " big five" companies responsible for over 80% of Temasek' s portfolio emissions. Under the new 2026 structure, there is increased pressure and support from Temasek to accelerate the decommissioning of remaining carbon-intensive assets and the scaling of low-carbon solutions.

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31-Dec-2025 13:36

Others / In REITS we TRUST

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The next big REIT story may be from Starhill Global.... going into date centres investment to capitalise on the AI-driven demand......

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31-Dec-2025 10:32

Vallianz / Vallianz after consolidation...

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As long as the roadside stocky, I mean, story teller, and her animal boy friend , is not here to sell her sanitary koyok, not only ten, twenty is very possible..... I may have some good news, aka coffee shop story to let go......if I' m in the mood

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30-Dec-2025 21:37

Others / Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB

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THIS POST IS UNBELIEVABLY LONG, ONLY BECAUSE IT IS EXACTLY WHAT IT IS..... UNBELIEVABLE!

As promised, here is the list of Sembcorp' s projects wins, partnerships, businesses etc over the just the past three years..../if I do a five or six years lists, I think many of you will end up in icu, after going half way thru them.... ..... now, ask yourself, 15 -18years ago, did Sembcorp have this kind of businesses when its price was about today' s price?... of course, don' t have la...... don' t forget, many of the projects are beginning to bear fruits, or already in harvest mode, you have to understand why there have been very strong black markets hidden interests in it for so long.......but we havenot done with this... not only the list is not complete (only 3 years), but we haven' t talk about the tokkong GAME CHANGING possible developments, that might happen, like the nuclear energy link, its divestments of Indian assets, the spinoff consideration, the green plan involvement, the apple of the eye in Temasek restructuring, its own restructuring with consideration of a potential privatisation, the advent of global solar boom and decarbonization push, potential M& A with part of Keppel' s business, .... andso much more..... any way, talk is no use, juz watch from now on.......

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Sembcorp Industries has focused its post-2020 strategy on a " brown to green" transformation, securing numerous contracts, particularly in the renewable energy and integrated urban solutions sectors, to build a balanced energy portfolio with a current gross renewable capacity of over 19 GW.
Since 2020, Sembcorp has secured various contracts and engaged in strategic collaborations to advance its " brown to green" transformation.
Besides securing major contracts & projects, Sembcorp has entered into various collaborations, partnerships and JVs and made significant investments. Are you ready to be impressed by its list of businesses?

Sembcorp Industries on December 26 2025 said that it completed its acquisition of a 100 per cent stake in Indian solar power company ReNew Sun Bright, through its wholly owned subsidiary Sembcorp Green Infra for S$246 million.
Sembcorp Industries enters a share sale agreement, in Dec 2025, to acquire Alinta Energy for A$6.5 billion (US$4.3 billion) from Chow Tai Fook Enterprises, marking its entry into the Australian energy market.
Sembcorp Solar inks a deal with Aster Power, in Oct 2025, to provide renewable power solutions and steam generation to reduce emissions across Aster&rsquo s assets.
Sembcorp Industries and Aster Chemicals and Energy, in May 2025, form new regional energy and uutilities partnerships in South-east Asia worth over S$650 million. Both also ink an MOU to explore strategic initiatives across Singapore, Indonesia and rest of South-east Asia
Sembcorp Industries is reportedly in discussions to acquire a minority stake in the gas-fired power business of Thai energy company B.Grimm Power Pcl.
Sembcorp Industries and longstanding partner Becamax IDC, in Aug 2023, have received approvals to develop four new industrial parks in Vietnam. It also unveiled plans for 10 more prospective parks.
Sembcorp Development and its joint venture partner Becamex IDC, in Mar 2025, are expanding their portfolio of Vietnam Singapore Industrial Park projects, taking the total to 20.
Sembcorp Industries, in Mar 2025, said that Vietnam&rsquo s state-backed industrial developer Becamex IDC, is planning to invest 2.5 trillion dong (S$130 million) in joint ventures.
Sembcorp Green Hydrogen India and Bharat Petroleum Corporation, in April 2025, sign a joint venture agreement to develop green hydrogen and renewable energy projects, including green ammonia and bunkering, across India.
Sembcorp Industries, in June 2024, said that it will partner US fuel cell provider Bloom Energy to produce low-carbon power in Singapore.The collaboration will involve the use of Bloom Energy' s Energy Server platform.
Sembcorp Industries, in Mar 2023, said that its carbon management corporate venture, GoNetZero, has launched its digital platform for trading Brazil International Renewable Energy Certificates (I-REC) at the inaugural I-REC Day Brazil in Sã o Paulo.
Sembcorp Industries signs MOU with CapitaLand and SP Group, in Nov 2020, to study integrated energy solutions for data centers in Singapore.
Sembcorp Industries divests its stake in a coal-fired power asset in China, aligning its portfolio with its green energy focus.
Sembcorp industries, in Nov 2022, said it will acquire renewables assets in China through joint venture with State Power Investment Corporation Affiliate
Sembcorp Fuels, in Dec 2024, has signed a 10-year sale-and-purchase agreement with oil major Chevron Corp for about 0.6 million tonnes of liquefied natural gas each year.
Sembcorp Industries signs a strategic MOU with Chiyoda Corporation and Mitsubishi Corporation to explore a commercial-scale decarbonized hydrogen supply chain for Singapore in 2021.
Sembcorp Industries, in Jan 2025, said that its wholly owned subsidiary has signed a share purchase agreement withCleanCurrent Renewable Energy in the Philippines for a 100 per cent stake in Puente Al Sol.
Sembcorp Power, in July 2025, signs power purchase agreement with DayOne Data Centers to enable 100% renewable energy for the new data center. DayOne is developing the nation&rsquo s first data centre to pilot on-site hydrogen-based power generation.
Sembcorp Industries, in Aug 2023, has received a letter of intent from the Energy Market Authority (EMA) to explore the development of offshore wind farms in Vietnam to export electricity to Singapore.
Sembcorp Industries and the Energy Market Authority (EMA), in Oct 2025, are partnering to test an expanded Battery Energy-Storage System (ESS) on Jurong Island to enhance Singapore' s grid stability.
Sembcorp Industries receives conditional approval, in Oct 2025, from Energy Market Authority (EMA) to import 1.2 GW of renewable electricity from Vietnam.
Sembcorp-Singapore LNG (SLNG) is one of the two consortiums, in July 2024, shortlisted by the Energy Market Authority (EMA) and the Maritime and Port Authority of Singapore (MPA) to conduct engineering, safety and emergency response studies for the proposed evaluation of an ammonia power and bunkering project.
Sembcorp Power, in April 2024, has signed two long-term power purchase agreements with subsidiaries of Equinix, a US-based data centre firm that operates as a REIT.
Sembcorp Power, in Dec 2024, signs a second long-term power purchase agreement with Equinix to supply up to 90MW of power from its renewable energy portfolio to fuel Equinix' s data centers in Singapore.
Sembcorp Solar Vietnam, in Nov 2023, will be acquiring majority interests in various subsidiaries of Vietnam' s Group Joint Stock Company for a maximum equity consideration of about S$218 million. The move is to boost its renewables portfolio.
Sembcorp Industries, in July 2023, said it is partnering with Gentari, the renewable energy arm of Malaysia' s Petronas, to explore potential collaborations and business activities related to clean energy solutions.
Sembcorp Power, in Jun 2024, has secured long-term power purchase agreements with subsidiaries of global biopharma company, GSK, for its Singapore manufacturing sites to support its renewable electricity goals.
Sembcorp' s CEO met with India' s Union Minister for Commerce and Industry Piyush Goyal, in Oct 2025, to discuss collaboration in clean energy and green hydrogen, and India' s progress in renewable energy and explore collaboration opportunities
Sembcorp Solar Singapore, in Dec 2023, has been awarded a 117 megawatt-peak (MWp) project by JTC to &ldquo solarise&rdquo interim vacant land and the rooftops of five buildings on Jurong Island.
Sembcorp Industries, in May 2023, said it will be developing a S$900 million new multi-utilities centre on Jurong Island which will supply power, steam, firewater and demineralised water to customers.
Sembcorp Industries, in Oct 2025, unveils ' battery stacking' solution and Singapore' s largest ground-mounted solar project on Jurong Island. Sembcorp is working on two clean energy projects that boost energy storage and solar power capacity on Jurong Island.
Sembcorp Green Infra Wind Energy, in Feb 2024, has completed the acquisition of 100% of the share capital in two special purpose vehicles (SPVs) of Leap Green Energy Private Limited.
Sembcorp Industries, in Mar 2023, has clinched the Manah Solar II Independent Power Project, to build, own and operate a 500 megawatt (MW) solar power plant in Oman
Sembcorp Industries' first greenfield renewables project in the Middle East, the 588MWp Manah II Solar IPP, in Oman, began commercial operation in Dec 2024, more than four months ahead of schedule. The project is backed by a 20-year power purchase agreement with Nama Power and Water Procurement Company.
Sembcorp Industries has signed a 25-year energy supply agreement with a subsidiary of Meta, Malkoha Pte, in March 2025, to construct, own, and operate a 150MW floating solar project in Singapore.
Sembcorp Industries and Nama Power and Water Procurement has signed a 20-year Power Purchase Agreement (PPA), in Nov 2025, with OQ Alternative Energy to develop the Dhofar II Wind Power Project in Oman
Sembcorp Salalah Power & Water Company, in Sep 2025, has been awarded a new 10-year power and water purchase agreement in Oman from Nama Power and Water Procurement.
Sembcorp Green Hydrogen, and two other listed Japanese corporations, in Aug 2024, have signed an in-principle agreement with Nippon Yusen Kabushiki Kaisha for the export of green ammonia from India to Japan.
Sembcorp Green Infra, in Nov 2023, secured a 300 MW wind-solar hybrid project from India' s state-run power producer NHPC Limited, expanding its multi-technology renewable portfolio in India.
Sembcorp Green Hydrogen India and Sembcorp Development, in Jan 2025, inks MOUs with Odisha government to explore the development of a production facility for green hydrogen and its derivatives and assess the potential for developing an industrial park.
Sembcorp Industries, as reported in Dec 2025. has emerged as a significant player in Oman' s power and water sector, building a diversified portfolio that now exceeds 1.1 gigawatts of energy assets across gas-fried generation, desalination, solar and wind,
Sembcorp Development, in Aug 2024, has signed MOU with two subsidiaries of Panbil Group (Panbil) to jointly develop low-carbon industrial parks in Batam, Indonesia.
Sembcorp Solar, in Sep 2025, has won a bid by national water agency PUB to build a floating solar farm on Pandan Reservoir, its third such project in Singapore.
Sembcorp Solar, in Jan 2025, launches short-term mobile solar farm at PSA' s Keppel Terminal. The solar farm is a joint project between Sembcorp Solar and port operator PSA Singapore.
Sembcorp Energy Philippines, in Feb 2025, has signed a share purchase agreement with CleanCurrent Renewable Energy Inc.to acquire 100% of CREI' s shares in Puente Al Sol Inc.
Sembcorp Industries, in Mar 2024, marked its entry into utility-scale solar development in Indonesia through a joint venture with a unit linked to PT PLN, an Indonesian government-owned utilities corporation.
Sembcorp Industries and PT PLN Nusantara Power, in Feb 2025, have launched the Nusantara Sembcorp Solar Energi Power Plant, the first utility-scale integrated solar and energy storage project in Nusantara, Indonesia.
Sembcorp Industries, wholly owned subsidiary PT Sembcorp Renewables Indonesia and Indonesia' s state-owned PT PLN Nusantara Renewables, in Jan 2025, launches Indonesia solar-plus-BESS project.
Sembcorp Industries, in Nov 2024, inks a joint development framework agreement with PT PLN Energi Primer Indonesia and PT Transportasi Gas Indonesia for a hydrogen transportation pipeline linking Sumatra and Singapore.
Sembcorp Utilities and Prysmian, subsidiary of state-owned utilities company Sarawak Energy, in March 2025, have entered an agreement for a hydropower project that could supply Singapore with 1 gigawatt (GW) of green electricity from Sarawak.
Sembcorp Energy (Shanghai), in Nov 2024, signed an agreement with Envision Energy Co to acquire the full share capital of Qinzhou Yuanneng Wind Power Co for an equity consideration of about S$130 million.
Sembcorp is set to acquire ReNew Sun Bright' s solar energy business in India for $190 million, which will increase its total renewable energy capacity in India to 6.9 GW.
Sembcorp Utilities and Sarawak Energy receive conditional approval, in Oct 2025, from the Energy Market Authority (EMA) to import 1GW of renewable energy from Sarawak to Singapore via subsea power cables.
Sembcorp Industries, in Nov 2024, announced that it intends to sell its wholly owned unit Sembcorp Environment to SBT Investment 2, which is wholly owned by Indonesia-listed integrated energy company TBS Energi Utama, for S$405 million.
Sembcorp Industries, in Nov 2021, acquires a 98% stake in a 658MW portfolio of operational wind and solar assets in China from SDIC New Energy and HYNE in 2021-2022.
Sembcorp completes the sale of Sembcorp Energy India Limited (SEIL) to Tanweer Infrastructure for S$2.1 billion in 2022 to decarbonize its portfolio.
Sembcorp Industries, in Nov 2025, plans IPO of its Indian unit in Mumbai, Sembcorp Green Infra, which operates businesses in wind, solar and energy storage, and competes with the likes of Adani Green Energy and Avaada Group.
Sembcorp Industries, in July 2021, officially opens the 60MWp Sembcorp Tengeh Floating Solar Farm in Singapore, one of the world' s largest inland floating solar projects.
Sembcorp completes the acquisition of an additional 30% stake in Senoko Energy, in April 2025, increasing its strategic footprint in Singapore' s power generation sector. The deal follows Sembcorp Utilities' earlier acquisition of a 30% stake in Senoko Energy, completed in Nov 2024.
Sembcorp Industries, in Oct 2025, unveils the Sembcorp Jurong Island Solar Farm, Singapore&rsquo s largest ground-mounted solar project, alongside a novel " battery stacking" solution to optimize land use.
Sembcorp Power, in May 2023, has signed a 10-year power purchase agreement to supply electricity to Singtel, with an annual contract value of around S$180 million.
Sembcorp Green Infra, in May 2025, was awarded a 150MW of solar power and a 300MWh battery energy storage system (BESS) project by Indian public sector power company SJVN Limited.
Sembcorp Green Infra, in Nov 2025, was awarded a 150MW firm and dispatchable renewable energy power project in India to supply peak electricity daily over 25 years. by Indian public sector power company SJVN Limited.
Sembcorp Green Infra, in Mar 2024, was awarded a 440 megawatt (MW) wind-solar hybrid power project by Indian public sector power company SJVN Limited. The build-own-operate project is part of a 1.5 gigawatt (GW) bid issued by SJVN in September 2023.
Sembcorp Industries, in Jan 2025, was among the five companies awarded capacity in Solar Energy Corporation of India' s reverse auction of 2GW of solar-plus-storage that will connect to the Inter State Transmission System (ISTS).
Sembcorp Green Infra, in June 2025, was awarded a 50 megawatt (MW) round-the-clock power project from Solar Energy Corporation of India.
Sembcorp Green Infra, in Oct 2024, secured a 150MW solar power project with a 300MWh battery energy storage system from the Solar Energy Corporation of India.
Sembcorp Green Infra Wind Energy, in Jan 2024, obtained a contract for a 450 megawatt (MW) wind-solar hybrid power project in India from Solar Energy Corporation of India.
Sembcorp Green Hydrogen, in June 2024, has signed a heads of terms with listed Japanese corporates Sojitz Corporation and Kyushu Electric Power for green ammonia offtake.
Sembcorp Green Hydrogen, in Dec 2023, signed a MOU with Tokyo-headquartered general trading company Sojiz and Kyushu Electricto pursue potential opportunities for green ammonia production in India for export to Japan.
Sembcorp Power, in Oct 2023, has signed long-term power purchase agreements with ST Telemedia Global Data Centres (STT GDC) to power the latter&rsquo s data centres in Singapore.
Sembcorp Utilities, and a consortium including Tenaga Nasional, Petronas, and PetroVietnam enter an agreement, in May 2025, to explore exporting clean energy from Vietnam to Singapore via an integrated ASEAN power grid initiative.
Sembcorp Power, in Dec 2024, signed an agreement with Malaysia' s state-owned utility Tenaga Nasional Berhad (TNB) to supply 50MW of renewable energy from Peninsular Malaysia to Singapore
Sembcorp Fuels, in Feb 2024, signed long-term LNG agreements with TotalEnergies and Chevron to ensure stable gas supply.
Sembcorp Industries, Transportasi Gas Indonesia, and PLN Energi Primer Indonesia signed a joint development framework agreement (JDFA) in November 2024 to explore the feasibility of a subsea pipeline to transport green hydrogen from Indonesia to Singapore.
Sembcorp Industries, in Nov 2022, completes the acquisition of Vector Green, which has renewable power generation assets across 13 Indian states, for approximately S$474 million.
Sembcorp Industries, in Oct 2025, signs MOU with the V.O. Chidambaranar (VOC) Port Authority to develop a ₹ 25,400-crore green hydrogen and ammonia hub in Tuticorin, India.
Sembcorp Development, in Mar 2025, was awarded investment registration certificates for two new Vietnam Singapore Industrial Park (VSIP) projects, bringing its total portfolio in Vietnam to 20 parks.
Sembcorp Development, in May 2024, has added three industrial parks in Vietnam to its expanding portfolio of low-carbon industrial parks. Investment licences for VSIP Thai Binh, VSIP Quang Ngai II and Becamex-VSIP Binh Thuan were awarded to companies held by Vietnam Singapore Industrial Park Joint Venture Company.
Sembcorp Gas, in June 2023, has signed a gas sales agreement to import natural gas piped from the West Natuna gas fields in Indonesia at an estimated value of S$1.9 billion..
Sembcorp Gas, in Sep 2024, has signed a agreement with West Natuna Exploration, Empyrean Energy and Coro Energy Duyung (Singapore), to import up to 111 billion BTU per day of natural gas piped from the Mako gas fields in Indonesia.
Sembcorp Industries, in July 2021, forms joint venture to explore the development of a net-zero power station in the UK with Zero Degrees Whitetail Development, the UK subsidiary of US innovation firm 8 Rivers Capital.
Sembcorp Industries is " well-positioned" to achieve its target of 25 gigawatts (GW) of gross installed renewables capacity by 2028, said the company&rsquo s chairman and chief executive in its FY2024 annual report.
Sembcorp Industries could potentially unlock between $3.5 billion - $5.5 billion in gross proceeds if it were to fully monetise its India' s renewable energy portfolio.

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29-Dec-2025 13:13

Others / Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB

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' By now, you would have known that the black market gangsters have been simply unbelievable lately...... but why would they want to come out with such unbelievable (really UNbelievable) coffee shop story of a Keppel' s DIS.......?

==========
Keppel Ltd has utilized the distribution of Keppel REIT units as a DIS for several strategic reasons that align with the mafia' s assessment:

Preserving Cash for Asset Management Growth: By distributing REIT units instead of cash, Keppel preserves its internal liquidity. This supports its 2025 pivot to a " New Keppe" - a global asset manager and operator model - where cash is better utilized for capital recycling and new investments in infrastructure and connectivity.
Improving Return on Equity (ROE): Distributing these units reduces Keppel' s net assets and share capital base. As profits are generated on a leaner equity base, it mathematically enhances Return on Equity (ROE) and Total Shareholder Return. In 2023, Keppel reported a significantly higher ROE of 37.9%, partly due to massive divestments and in-specie distributions.
Optimizing Ownership Levels: Keppel often distributes units to reduce its stake to a level that balances influence with capital efficiency. For example, after a major 2023 distribution, its stake in Keppel REIT was reduced from 46.5% to approximately 37.1%, allowing it to remain the largest unitholder and maintain alignment without over-allocating capital to a single asset.
Enhancing Trading Liquidity: A primary rationale cited in official filings is that such distributions broaden the unitholder base and increase the free float of Keppel REIT. This improves the REIT' s trading liquidity and visibility among a wider range of investors. Imagine, if Keppel and Temasek maintain a high percentage of holding, how to trade?
Special Milestone Rewards: These distributions have frequently been framed as " special dividends" to commemorate milestones, such as the company' s 55th anniversary in 2023, allowing shareholders to benefit from the value of its holdings without a direct cash outflow from the parent company. WELL, IF YOU MUST KNOW, in 2026, Keppel REIT will celebrate its 20th anniversary, having been listed on the Singapore Exchange on April 28, 2006.
Signal Strategic Pivot: The move was also part of a larger, " monumental shift" for Keppel to remove its conglomerate structure and focus on its role as an asset manager, rewarding shareholders through value unlocking and consistent, recurring income. And 2026 marks KEPPEL' s 5th anniversary as the " New Keppel" with next year also marking as its goal of reaching S$100 billion of Funds Understand Management (FUM).

UNbelievable coffee shop story, right?....... well, the gangsters MIGHT well turn out to be right

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