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Keppel
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Keppel Corp
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CaiShenDao
Member |
01-Aug-2023 12:31
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Makan the CD laila!! JinSonglah.. standby Makan free KReit.. i waiting for KCL - $8.88! Lai!!! |
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GoodLearner
Senior |
31-Jul-2023 23:49
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Keppel Reit has positive announcement.... Hope will help to support its price. https://links.sgx.com/1.0.0/corporate-announcements/1EFK7VT5OIGFMEI3/db4227810c84b0b6db2df139fb486f9542b8980ed42c491a75f28ba8019843d8
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wait4opp
Master |
31-Jul-2023 19:31
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Will this news benefits Keppel and Sembcorp?
https://www.theedgesingapore.com/news/singapore-energy-market/ema-seeks-bid-new-power-plant-introduces-minimum-net-worth-electricity |
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newbie19
Supreme |
31-Jul-2023 18:42
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Good, as long as make money, CASH is King..
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vicloo
Supreme |
31-Jul-2023 17:15
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👍 👍 👍 I sold some at 7.4 today too... 😀
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investshare
Supreme |
31-Jul-2023 16:48
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Honestly if I all in then, would be able to retire now?
only have 10,000 now haha.
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newbie19
Supreme |
31-Jul-2023 16:03
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你 看 你 看 。 发 到 笑 。 😆 😆 👍 👍 🧧 🧧 🧧 🧧 🎋 🎋
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investshare
Supreme |
31-Jul-2023 15:21
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Wow I have some bought at $5.2x, still holding both Keppel and foc seatrium.
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PiRPiR
Master |
31-Jul-2023 15:07
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No right, no wrong. As long you make money in the end
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Wind888
Senior |
31-Jul-2023 14:53
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Waiting eagerly for KC dividend and free Kreit shares....... Article fr The Edge dated 25 July.. Keppel REIT reports 2.4% lower DPU of 2.90 cents for 1HFY2023Keppel REIT has reported a distribution per unit (DPU) of 2.90 cents for the 1HFY2023 ended June, 2.4% lower y-o-y.The six-month period' s DPU translates to an annualised distribution yield of 6.4% based on market closing price of 90 cents as at June 30.Meanwhile, its distribution to unitholders was 1.4% lower y-o-y at $109 million, because of higher property expenses and borrowing costs. This was partially offset by the anniversary distribution of $10 million.The REIT' s property income grew by 4.7% y-o-y to $114.9 million on higher rentals and portfolio occupancy.Net property income (NPI) grew by 0.4% y-o-y to $89.9 million.As at June 30, Keppel&rsquo s aggregate leverage was 39.2%, with 76% of its borrowings on fixed rates. There will be no major refinancing required for the rest of 2023 and the majority of the debt due this year and next will mature in 4QFY2023 and 2QFY2024 respectively.For the quarter, Keppel maintained a high portfolio committed occupancy of 94.9% and positive rental reversion. Without Blue & William which achieved its practical completion on April 3, the portfolio committed occupancy would be 97%, an increase from 96.3% from the previous quarter.Keppel REIT&rsquo s portfolio of prime commercial space continued to see stable leasing momentum. The weighted average signing rent for Singapore office leases increased from approximately $12.05 per sq ft per month in 1QFY2023 to $12.35 in 1HFY2023.Cash and cash equivalents stood at $136.5 million as at June 30.Units in Keppel REIT closed 1.5 cents higher or 1.65% up at 9.2 cents on July 25. |
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GoodLearner
Senior |
31-Jul-2023 14:48
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sold keppel ord. bought keppel reit. tomorrow XD hope it works! |
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des_khor
Supreme |
31-Jul-2023 14:02
Yells: "Tell me who is God or Market Fortune Teller in this forum ??" |
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I sold all my free SMM and use the money to buy Civmec 3 months ago ... | ||||
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beetlejuice
Master |
31-Jul-2023 13:56
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Haha, 🍌 🍌 🍌 🍌 🍌 🍌
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PiRPiR
Master |
31-Jul-2023 13:50
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Another way of looking at it
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beetlejuice
Master |
31-Jul-2023 13:42
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Haha, meaning Keppel SHs who still retain their free Seatrium shares treat these freebies as banana notes?
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Sin_Cos_Tan
Veteran |
31-Jul-2023 12:57
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No no no Can' t, can' t calculate One might as well add the past 10 years dividend of $2.83 + 2.67 = $12.86 That is not the correct way. |
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beetlejuice
Master |
31-Jul-2023 12:30
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7.36 + 0.14*19.08 = $10.03. Yeah, congrats to all old time Keppel clubbers. 💰 🧧 | ||||
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Joelton
Supreme |
31-Jul-2023 12:18
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DBS calls a buy on Keppel Corp, with $8.30 price target
The report comes as Keppel unveiled a record first-half net profit of over $3.6 billion, a sevenfold leap from the same period in 2022.
SINGAPORE - Keppel Corp offers investors a unique and unrivalled proposition as a global asset manager with developer and operator capabilities in real estate and green industrial space, said DBS Group.
In a report dated July 27, DBS stamped a &ldquo buy&rdquo on Keppel and a 12-month price target of $8.30 on the stock. Keppel closed at $7.20 on Friday.
The report comes as Keppel Corp unveiled a record first-half net profit of over $3.6 billion, a sevenfold leap from the $498 million recorded in the same period in 2022. While this was thanks to a one-off gain of some $3.3 billion from the divestment of Keppel Offshore & Marine, on a continuing operations basis Keppel&rsquo s net profit rose 3 per cent to $445 million, from $434 million in 2022.
DBS analyst Ho Pei Hwa wrote: &ldquo We believe that Keppel&rsquo s strong engineering/construction roots and track record in capital management position it well to grow as a global asset manager.&rdquo
The DBS report noted that Keppel&rsquo s earnings quality has improved dramatically, with recurring income contribution to group profit jumping from 25 per cent to 40 per cent prior to its Vision 2030 plan, to 60 per cent in 2022.
&ldquo The trend should continue with concerted effort made to pivot away from orderbook-based revenue to income from fees and from its portfolio assets (real estate, infrastructure, and digital assets).&rdquo
Keppel unveiled its Vision 2030 strategy in May 2020. From a conglomerate of diverse parts, it refocused its portfolio to one of an integrated business, providing end-to-end solutions for sustainable urbanisation, with an asset management arm to fund growth and provide for capital recycling.
DBS projects Keppel&rsquo s full-year net profit at $4.1 billion, and $921 million on a continuing operations basis (that is, excluding one-off gains).
It added that while Keppel&rsquo s return on equity at about 9 per cent remains far behind its target of 15 per cent, it expects that the growth in funds under management and turnaround of its property business will drive returns towards this target in the medium term.
Since its asset monetisation programme began in October 2020, Keppel has achieved $4.8 billion in cumulative asset monetisation, and expects to hit its target of $12 billion in cumulative asset monetisation by end-2026. It monetised $420 million of assets during the first six months of 2023.
The company managed some $53.2 billion in funds and $65.6 billion in assets under management, largely in infrastructure and real estate.
DBS said its target price of $8.30 implied a price-to-earnings ratio of 16 times and a price-to-book ratio of 1.3 times.
Keppel&rsquo s latest results show that its three key business segments &ndash infrastructure, real estate and connectivity &ndash were profitable and helped the company deliver a total return on equity of 36.8 per cent and free cash flow of $732 million in the first half of 2023, compared with $127 million in 2022.
The company announced a first-half interim dividend of 15 cents per share, which is the same as the previous year.
In addition to the cash dividend, Keppel is proposing to reward shareholders with a special 55th anniversary dividend in-specie of one Keppel Reit share for every five Keppel shares held.
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Joelton
Supreme |
31-Jul-2023 12:16
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DBS calls a buy on Keppel Corp, with $8.30 price target
The report comes as Keppel unveiled a record first-half net profit of over $3.6 billion, a sevenfold leap from the same period in 2022.
SINGAPORE - Keppel Corp offers investors a unique and unrivalled proposition as a global asset manager with developer and operator capabilities in real estate and green industrial space, said DBS Group.
In a report dated July 27, DBS stamped a &ldquo buy&rdquo on Keppel and a 12-month price target of $8.30 on the stock. Keppel closed at $7.20 on Friday.
The report comes as Keppel Corp unveiled a record first-half net profit of over $3.6 billion, a sevenfold leap from the $498 million recorded in the same period in 2022. While this was thanks to a one-off gain of some $3.3 billion from the divestment of Keppel Offshore & Marine, on a continuing operations basis Keppel&rsquo s net profit rose 3 per cent to $445 million, from $434 million in 2022.
DBS analyst Ho Pei Hwa wrote: &ldquo We believe that Keppel&rsquo s strong engineering/construction roots and track record in capital management position it well to grow as a global asset manager.&rdquo
The DBS report noted that Keppel&rsquo s earnings quality has improved dramatically, with recurring income contribution to group profit jumping from 25 per cent to 40 per cent prior to its Vision 2030 plan, to 60 per cent in 2022.
&ldquo The trend should continue with concerted effort made to pivot away from orderbook-based revenue to income from fees and from its portfolio assets (real estate, infrastructure, and digital assets).&rdquo
Keppel unveiled its Vision 2030 strategy in May 2020. From a conglomerate of diverse parts, it refocused its portfolio to one of an integrated business, providing end-to-end solutions for sustainable urbanisation, with an asset management arm to fund growth and provide for capital recycling.
DBS projects Keppel&rsquo s full-year net profit at $4.1 billion, and $921 million on a continuing operations basis (that is, excluding one-off gains).
It added that while Keppel&rsquo s return on equity at about 9 per cent remains far behind its target of 15 per cent, it expects that the growth in funds under management and turnaround of its property business will drive returns towards this target in the medium term.
Since its asset monetisation programme began in October 2020, Keppel has achieved $4.8 billion in cumulative asset monetisation, and expects to hit its target of $12 billion in cumulative asset monetisation by end-2026. It monetised $420 million of assets during the first six months of 2023.
The company managed some $53.2 billion in funds and $65.6 billion in assets under management, largely in infrastructure and real estate.
DBS said its target price of $8.30 implied a price-to-earnings ratio of 16 times and a price-to-book ratio of 1.3 times.
Keppel&rsquo s latest results show that its three key business segments &ndash infrastructure, real estate and connectivity &ndash were profitable and helped the company deliver a total return on equity of 36.8 per cent and free cash flow of $732 million in the first half of 2023, compared with $127 million in 2022.
The company announced a first-half interim dividend of 15 cents per share, which is the same as the previous year.
In addition to the cash dividend, Keppel is proposing to reward shareholders with a special 55th anniversary dividend in-specie of one Keppel Reit share for every five Keppel shares held.
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Sin_Cos_Tan
Veteran |
31-Jul-2023 11:08
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DBS calls a buy on Keppel Corp, with $8.30 price target Keppel Corp offers investors a unique and unrivalled proposition as a global asset manager with developer and operator capabilities in real estate and green industrial space. In a report dated July 27, DBS stamped a " buy" on Keppel and a 12-month price target of $8.30 on the stock. DBS said its target price of $8.30 implied a price-to-earnings ratio of 16 times and a price-to-book ratio of 1.3 times. DBS analyst Ho Pei Hwa wrote: " We believe that Keppel' s strong engineering/construction roots and track record in capital management position it well to grow as a global asset manager." The DBS report noted that Keppel' s earnings quality has improved dramatically, with recurring income contribution to group profit jumping from 25 per cent to 40 per cent prior to its Vision 2030 plan, to 60 per cent in 2022. " The trend should continue with concerted effort made to pivot away from orderbook-based revenue to income from fees and from its portfolio assets (real estate, infrastructure, and digital assets)." DBS projects Keppel' s full-year net profit at $4.1 billion, and $921 million on a continuing operations basis (that is, excluding one-off gains). https://www.straitstimes.com/business/dbs-calls-a-buy-on-keppel-corp-with-830-price-target |
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