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Latest Forum Topics / Keppel    Last:10.65    +0.06  Post Reply
Keppel Corp

des_khor
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25-Jul-2023 18:21     
 
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s100125
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25-Jul-2023 16:02     
 
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Wind888
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25-Jul-2023 15:57     
 
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Recap of what LCH said in May. Not sure though if this 1H financial report will be based on the new reorg structure. 

***************
Keppel appeals for stronger valuations with reorganisation



KEPPEL Corporation : BN4 +2.09%  will simplify its organisational structure into a new &ldquo horizontally integrated operating model&rdquo amid plans to transform into a global alternative real asset manager.

The reorganisation will remove the group&rsquo s conglomerate structure in favour of one which comprises fund management, investment and operating platforms, Keppel said on Wednesday (May 3). 

Keppel Corp chief executive Loh Chin Hua said the group&rsquo s business model allows it to earn different streams of recurring fee income, which will enhance earnings resilience. 

Coupled with faster capital recycling, we will be able to scale up and drive the group&rsquo s growth without relying just on our balance sheet, allowing us to expedite the achievement of our 15 per cent return on equity target, he added.

At the company&rsquo s media and analyst briefing, Loh appealed to analysts to reassess the way they value the company. 

&ldquo I think that having the conglomerate structure doesn&rsquo t necessarily help us because it gives analysts another reason to value us as a conglomerate, so I think we want to change that,&rdquo he said.

The fund management platform will focus on raising capital, while the investment platform will decide on how capital is deployed.

The operating platform, meanwhile, will be created by integrating Keppel&rsquo s existing business units to drive further collaboration and synergies. This platform will also strengthen its engineering capabilities, technical know-how and drive innovation. 

Loh noted that the company will benchmark itself against the best global asset managers in the world. Still, he added that the company is &ldquo unique&rdquo for its capabilities in three horizontals &ndash the infrastructure, real estate and connectivity sectors. 

&ldquo What Keppel offers is quite unique. It&rsquo s one package &ndash an ability to invest, operate and manage this group of assets, that are real assets, with a very strong asset-management track record,&rdquo he said. 

He also said that the reorganisation will give the company an opportunity to value-add to its assets across its business segments.

He cited the example of the green hydrogen that Keppel Infrastructure has been sourcing. It will be readily taken by Keppel Telecommunications & Transportation as part of its data centre portfolio.

With the restructuring, the company would like to emphasise the importance of its recurring income across its three horizontals, Loh added.

&ldquo This is, again, part of our Vision 2030. As we move away from lumpy profits, we want to move more and more into earnings that are recurring, that will attract a higher multiple, rather than the market valuing (us) using price-to-book, or discount to real net asset value.&rdquo

The group expects the new initiatives to translate into S$60 million to S$70 million in annual savings by 2026. It will progressively implement the reorganisation in the next 12 to 18 months.

The restructuring will also look at Keppel&rsquo s legal structures, its internal processes and how its support functions can be further centralised and optimised, said Loh.

Across the group, management incentives are also being refreshed to ensure closer alignment with the group&rsquo s overall performance and with the interests of Keppel&rsquo s shareholders and investors.

Keppel plans to &ldquo significantly scale&rdquo its assets under management to S$200 billion by 2030, with a S$100 billion target by the end of 2026. This is double its S$50 billion in assets under management recorded at the end of 2022. 

It will continue to monetise its assets, with a goal to reach an asset monetisation of S$10 billion to S$12 billion by the end of 2026. This includes &ldquo unlocking value&rdquo from the group&rsquo s sizeable land bank. 

Loh said: &ldquo Just to be clear, I love the land bank because it&rsquo s really a (form of) value... It&rsquo s just that it doesn&rsquo t quite fit what we&rsquo re trying to do, so the question is, how do we monetise it?

&ldquo Until it is monetised, the land bank sits on the balance sheet, produces no income (and) has a lot of holding costs. By virtue of the fact that we can monetise the land bank, we can reinvest into recurring income. That in itself will improve our returns.&rdquo

Keppel said it will invest the proceeds from asset monetisation into new growth engines, leverage its asset-light model, and reward shareholders. 

Loh noted that the company has been consistently paying out between 50 per cent and 60 per cent of its earnings, and he does not expect that to change, barring any external environment changes.
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spec008
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25-Jul-2023 14:39     
 
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ICXGOLD
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25-Jul-2023 12:26     
 
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 Alert Admin 		One reason I would hold on tight to keppel for next 2-3 years atleast is that every year it pays a dividend of around 33 cents ( around 5% ) we sold Keppel Offshore to sembcorp, the deal was worth some 9B but only 4.5B was paid out as SCM shares the balance in Asset co. Which is inc9me generating is still to be monitised, also 5% of SCM, Now seatrium also is in line for being offloaded after the agreed 1 year holding period. So we still have around $2.50 worth of minimum dividends and value remaining to be unlocked in 2024, 2025, this does not include dynamac and new keppel investments Keppel also is at its book value at present and can easily trade at the valuation of around 1.5x whichbis also where price targets of banks are. Between $8 - $9. So the key to Keppel is to just ignore minor price fluctuations and hold. Keppel DC Reit has announced results yesterday, about same as last year ans maintaining its share of dividend to keppel. As long as Today KEPPEL REIT and tomorrow Keppel Pacific OAK do the same or better, the dividends announced on thursday could exceed 15 cents. Under $7 remains a BUY for keppel.
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lifeisgood
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25-Jul-2023 11:24     
 
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 Alert Admin 		Keppel is emerging as a powerhouse in renewable energy as a service, and providing technical support. Asset light, and high margin business

It has a rarity value. 

FATABA      ( Date: 25-Jul-2023 11:06) Posted:

What is most interesting here ....to me as a Singaporean.....Kep is the TEHNICAL support and also provide the Pre-feed study. 
Wow a leader in this area. And to a facility in Uk

Wind888      ( Date: 25-Jul-2023 03:15) Posted:

Keppel: Awarded 5-Year Technical Support Agreement For Runcorn Energy-from Waste Facility In The UK. 

24 Jul 2023 10:14


Keppel also contributed towards a Pre-FEED study for the integration of a large-scale facility to capture carbon dioxide from the EfW' s flue gases... Attachments:


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stockpicker
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25-Jul-2023 11:19     
 
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 Alert Admin 		Think those good news are for the futures quarters.  They might not have impact on the coming result.
2022 is a good year for Keppel as they have a asset disposal income of around 400 million.  This is probably after selling sway 3 buildings in Seoul.  As for the recent quarter,  think they have only dispose off 42million Seatrim shares @ 1.23.  They could have earn more as seatrim price today is 1.44.     

Unless there are big ticket items that will boost up the income and revenue,  it is difficult to absorb the news about Keppel will be able to present result better than 2022. 

Anyway,  Keppel' s trend is pointing up.    Good potential to go high.even though the result is average.

Just 2 cts worth                        
 

ruanlai      ( Date: 25-Jul-2023 10:52) Posted:

Now only pump up........ good news keep coming up.......

Solid result with at least 20cents div......

Dyna Mic distribution otw......

And...... Dyodd

https://www.theedgesingapore.com/news/sustainability/keppel-hsbc-sign-mou-collaborate-urban-sustainability-solutions-greater-bay-area
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FATABA
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25-Jul-2023 11:06     
 
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 Alert Admin 		What is most interesting here ....to me as a Singaporean.....Kep is the TEHNICAL support and also provide the Pre-feed study. 
Wow a leader in this area. And to a facility in Uk

Wind888      ( Date: 25-Jul-2023 03:15) Posted:

Keppel: Awarded 5-Year Technical Support Agreement For Runcorn Energy-from Waste Facility In The UK. 

24 Jul 2023 10:14


Keppel also contributed towards a Pre-FEED study for the integration of a large-scale facility to capture carbon dioxide from the EfW' s flue gases... Attachments:

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ruanlai
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25-Jul-2023 10:52     
 
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 Alert Admin 		Now only pump up........ good news keep coming up.......

Solid result with at least 20cents div......

Dyna Mic distribution otw......

And...... Dyodd

https://www.theedgesingapore.com/news/sustainability/keppel-hsbc-sign-mou-collaborate-urban-sustainability-solutions-greater-bay-area
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s100125
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25-Jul-2023 10:41     
 
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 Alert Admin 		Earning results round the corner, ka ka jeep & ka ka hoot.
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beetlejuice
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25-Jul-2023 09:51     
 
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 Alert Admin 		Yeah nothing new under the sun but people still fall for it hook, line & sinker. 真 奇 怪 . 🎣 😬 🃏

spec008      ( Date: 25-Jul-2023 09:44) Posted:

Pump n dump then pump typical tactics
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spec008
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25-Jul-2023 09:44     
 
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 Alert Admin 		Pump n dump then pump typical tactics
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des_khor
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25-Jul-2023 09:25     
 
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 Alert Admin 		Happy for those bought and sad for those sold yesterday !
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Sin_Cos_Tan
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25-Jul-2023 09:20     
 
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 Alert Admin 		Keppel Corporation (Keppel), through its Infrastructure Division, has been awarded the renewal of a five-year Technical Support Agreement (TSA) for the Runcorn Phase 1 and 2 EfW Facility, and has separately also completed a Pre-FEED study for the interfaces to a large-scale carbon capture (CC) facility with the Runcorn EfW.
Runcorn Phase 1 is owned by Ineos Runcorn (TPS) Holdings Ltd and Runcorn Phase 2 is owned by Viridor Energy Limited.
Designed and built by Keppel, the combined Runcorn EfW is one of the largest and most efficient EfW projects in the UK.
The facility processes close to 1,000,000 tonnes of Refuse Derived Fuel per year. 
 

Wind888      ( Date: 25-Jul-2023 03:15) Posted:

Keppel: Awarded 5-Year Technical Support Agreement For Runcorn Energy-from Waste Facility In The UK. 

24 Jul 2023 10:14


Keppel also contributed towards a Pre-FEED study for the integration of a large-scale facility to capture carbon dioxide from the EfW' s flue gases... Attachments:

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ICXGOLD
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25-Jul-2023 09:17     
 
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 Alert Admin 		Keppel and HSBC Sign MOU for Energy transitiion https://www.sgx.com/mobileapp?action=view&cat=company-announcements&id=7HLEVGY7NFS0YZYP
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Wind888
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25-Jul-2023 03:15     
 
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 Alert Admin

Keppel: Awarded 5-Year Technical Support Agreement For Runcorn Energy-from Waste Facility In The UK. 

24 Jul 2023 10:14


Keppel also contributed towards a Pre-FEED study for the integration of a large-scale facility to capture carbon dioxide from the EfW' s flue gases... Attachments:
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kennygohk
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24-Jul-2023 19:44     
 
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 Alert Admin 		added 4k @6.69, hope to get a quick buck this Fri.

ICXGOLD      ( Date: 24-Jul-2023 15:42) Posted:

Expecring a dividend higher than 0.15 announced this week, jusr added 53K more shares in keppel. Sold part of my free Seatrium shares.
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newbie19
Supreme
24-Jul-2023 17:36     
 
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 Alert Admin 		Congrats bro. Everyone here hoping for higher than 15c dividends..😆 😊 🧧 🎋

ICXGOLD      ( Date: 24-Jul-2023 15:42) Posted:

Expecring a dividend higher than 0.15 announced this week, jusr added 53K more shares in keppel. Sold part of my free Seatrium shares.
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des_khor
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24-Jul-2023 16:02     
 
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 Alert Admin 		Congrats added at good price !

ICXGOLD      ( Date: 24-Jul-2023 15:42) Posted:

Expecring a dividend higher than 0.15 announced this week, jusr added 53K more shares in keppel. Sold part of my free Seatrium shares.
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ICXGOLD
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24-Jul-2023 15:42     
 
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 Alert Admin 		Expecring a dividend higher than 0.15 announced this week, jusr added 53K more shares in keppel. Sold part of my free Seatrium shares.
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