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Genting SP Next Move
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aragosta
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07-Feb-2026 09:57
Yells: "BBs never say why when they buy; never tell when they sell" |
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Keppel' s special dividend yet to include billion-dollar sale of M1
That' s what I said in my post below that the " reward" aka dividends we' re getting do not include the M1 and KL monies, but it was largely ignored and not picked on.... in fact Keppel recognised the $222 millions loss of this M1 proposed sales to Simba (but not the proceeds!)... which going to make Keppel' s FY 2026 results even more " interesting" .... according to the mafia, who predicted at least a 0.50 FY25 payout, but turned out only 0.47, the insiders claims that this was the reason it did not happen..so, if not now, then when?.... think think la..... there was also something very interesting revealed at the press conference... I' ll try to get the transcript and post it here.... then you judge..... |
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aragosta ( Date: 05-Feb-2026 12:43) Posted:
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Elite
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Hope the market forces will make this a reality soon.
aragosta ( Date: 28-Jan-2026 16:13) Posted:
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Supreme
Yells: "BBs never say why when they buy; never tell when they sell"
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aragosta ( Date: 02-Jan-2026 16:15) Posted:
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Supreme
Yells: "BBs never say why when they buy; never tell when they sell"
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i got some very interesting coffee shop story on SingLand and UOL, later I' ll talk, ok?.... opphs, wrong thread...
aragosta ( Date: 02-Jan-2026 00:54) Posted:
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Supreme
Yells: "BBs never say why when they buy; never tell when they sell"
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YZJ SHIPBUILDING: The Rise of The (Price of) Mighty Azure Dragon
Before the black market' s play, Ah Yang was flirtatiously chacha-ing, between $1.30 and $0.95 for months and months and months in 2023 means it would be played up to $1.30 and shorted down to 0.90 plus. Then the pattern repeated again and again..... but that changed when the gangsters famously declared that Ah Yang was flipping to the positives and if it crossed $1.50 convincingly, it would be on its way to $2....... Then when it crossed $2, the mafia unbelievably stated that it' s a " NO $5 NO Sell" stock...... the coffee shop uncles at that time, including one 5-lots Dyna-Mac BT lau aunty, were laughing so loud that many of their false teeth dropped to the ground, smashing to pieces...... I can tell you this, by end of this year, nobody will dare to giggle at this speculation any more......juz be wary, the gangsters have been truly unbelievable nowadays..... here r some fun figures for your entertainment...... enjoy while you can..... one of them could come true ......
Model Forecasts and Valuations (2026)
- Traders Union: Technical analysis models suggest the stock could reach approximately S$4.20 - S$4.50 by late 2026, driven by orderbook execution. Long-term 2030 forecasts are highly speculative but lean toward S$5.50+ if yard capacity expansion continues.
- Meyka AI: Leveraging alternative data and predictive modeling, Meyka AI estimates a price of S$4.15 by end-2026 and a target of S$6.00 by 2030, assuming a continued 14%-15% revenue
- StocksGuide: Using P/E and P/S ratio forecasts for 2026, they estimate a valuation based on a forward P/E of 8.20 and P/S of 2.33. This implies a target roughly 15.4% higher than current levels, aligning with a price of approximately S$3.95 - S$4.15. CAGR.
- Gov Capital: Deep learning algorithms expect the share price to reach roughly S$4.35 by late 2026, with a 5-year projection (2031) hitting S$7.10.
- Alpha Spread: Their DCF Base Case model estimates an intrinsic value of S$9.17, while their most aggressive model reaches S$11.44 per share.
- ValueInvesting.io: Projects a highly positive outlook for 2026, with an intrinsic value estimated at S$4.87, indicating the price is 31.4% undervalued
- Simply Wall St: The most optimistic intrinsic value estimate provided by their community models is S$8.52.
- Highest Consensus Price Target: The current highest analyst price target is S$4.74 (Fintel), with a median consensus of S$3.86. UOBKH has a price target of S$4.10 for 2026, and CSGI has a 12month price target of S$4.51.
Master
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And I think you know the reason.
Supreme
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Found this lying on a table in a coffee shop, thought I share it here.....
The Azure Dragon of the Yangtze:
A Strategic Analysis of Yangzijiang Shipbuilding
Yangzijiang Shipbuilding (YZJ) stands today as a formidable " Azure Dragon" of the maritime world ~ a dominant, agile, and strategically vital force emerging from the Yangtze River to lead the global shipbuilding industry. This report outlines the company' s current standing, its strategic evolution, and its resilience amidst shifting geopolitical tides.
The Azure Dragon of the Yangtze:
A Strategic Analysis of Yangzijiang Shipbuilding
Yangzijiang Shipbuilding (YZJ) stands today as a formidable " Azure Dragon" of the maritime world ~ a dominant, agile, and strategically vital force emerging from the Yangtze River to lead the global shipbuilding industry. This report outlines the company' s current standing, its strategic evolution, and its resilience amidst shifting geopolitical tides.
I. Market Dominance and Global Standing
YZJ is not merely a participant in the maritime sector it is a market leader that defines the standard for private enterprise in China.
1. Global Ranking: It consistently maintains a position within the Top 10 shipbuilders worldwide by order book volume. It is currently the largest and most profitable private shipyard in China.
2. Revenue Visibility: With an order book valued at approximately US$22.8 billion, YZJ has secured its production lines through 2030, providing a level of financial predictability that is rare in the cyclical shipping industry.
3. Performance Benchmark: Listed on the Singapore Exchange (SGX), YZJ is a " blue-chip" stock, frequently outperforming state-owned competitors in terms of return on equity and operational efficiency.
1. Global Ranking: It consistently maintains a position within the Top 10 shipbuilders worldwide by order book volume. It is currently the largest and most profitable private shipyard in China.
2. Revenue Visibility: With an order book valued at approximately US$22.8 billion, YZJ has secured its production lines through 2030, providing a level of financial predictability that is rare in the cyclical shipping industry.
3. Performance Benchmark: Listed on the Singapore Exchange (SGX), YZJ is a " blue-chip" stock, frequently outperforming state-owned competitors in terms of return on equity and operational efficiency.
II. The " YZJ Forte" : Competitive Advantages
The company&rsquo s success is built on a unique value proposition that blends high-tier technology with a lean cost structure.
1. Operational Excellence: YZJ maintains a 10&ndash 15% cost advantage over South Korean rivals and significantly higher profit margins than state-owned enterprises (SOEs). This is driven by private-sector agility and a highly efficient supply chain.
2. Technological Sophistication: Once known for basic bulk carriers, the Azure Dragon has successfully transitioned to ultra-large containerships and high-value clean-energy vessels.
3. Reliability & Trust: Global shipping titans (e.g., Maersk, MSC) choose YZJ because of its impeccable record for on-time delivery and its robust balance sheet, which mitigates the risk of project abandonment.
1. Operational Excellence: YZJ maintains a 10&ndash 15% cost advantage over South Korean rivals and significantly higher profit margins than state-owned enterprises (SOEs). This is driven by private-sector agility and a highly efficient supply chain.
2. Technological Sophistication: Once known for basic bulk carriers, the Azure Dragon has successfully transitioned to ultra-large containerships and high-value clean-energy vessels.
3. Reliability & Trust: Global shipping titans (e.g., Maersk, MSC) choose YZJ because of its impeccable record for on-time delivery and its robust balance sheet, which mitigates the risk of project abandonment.
III. Strategic Planning: The Path to Future Growth
YZJ' s growth strategy is anchored in the global " Green Transition" and capacity expansion.
1. Project Hongyuan: To meet surging demand, YZJ is developing a massive new clean-energy manufacturing base. This Project Hongyuan is set to increase capacity by roughly 30% by 2027, focusing exclusively on sophisticated vessels.
2. The LNG Breakthrough: YZJ has shattered the South Korean monopoly on Large LNG Carriers (175,000 m³ ). By mastering these " floating refrigerators" ~ the most complex ships in the world ~ YZJ has entered the most lucrative segment of the market.
3. Supply Chain Integration: Beyond shipbuilding, YZJ is developing its own LNG Terminal and Storage facilities. This allows the company to move from being a simple manufacturer to a comprehensive maritime energy provider.
1. Project Hongyuan: To meet surging demand, YZJ is developing a massive new clean-energy manufacturing base. This Project Hongyuan is set to increase capacity by roughly 30% by 2027, focusing exclusively on sophisticated vessels.
2. The LNG Breakthrough: YZJ has shattered the South Korean monopoly on Large LNG Carriers (175,000 m³ ). By mastering these " floating refrigerators" ~ the most complex ships in the world ~ YZJ has entered the most lucrative segment of the market.
3. Supply Chain Integration: Beyond shipbuilding, YZJ is developing its own LNG Terminal and Storage facilities. This allows the company to move from being a simple manufacturer to a comprehensive maritime energy provider.
IV. The State Relationship: Autonomy vs. Nationalisation
A critical concern for investors is the company' s relationship with the Chinese government.
1. Preferred Status: The government views YZJ as a " National Champion." It receives " White List" support, which facilitates easy access to sovereign-level credit and land for expansion.
2. Nationalisation Outlook: Nationalisation is considered highly unlikely. The Chinese government values the efficiency of the private sector keeping YZJ independent provides a benchmark that forces state-owned yards to improve.
3. Consolidation Role: Rather than being absorbed, YZJ acts as a consolidator, often encouraged by the state to acquire and revitalise smaller, struggling private yards.
1. Preferred Status: The government views YZJ as a " National Champion." It receives " White List" support, which facilitates easy access to sovereign-level credit and land for expansion.
2. Nationalisation Outlook: Nationalisation is considered highly unlikely. The Chinese government values the efficiency of the private sector keeping YZJ independent provides a benchmark that forces state-owned yards to improve.
3. Consolidation Role: Rather than being absorbed, YZJ acts as a consolidator, often encouraged by the state to acquire and revitalise smaller, struggling private yards.
V. Geopolitical Resilience: The Trump Factor
YZJ has demonstrated a sophisticated ability to navigate the complexities of U.S.- China trade relations.
1. Navigating Tariffs: While proposed U.S. tariffs and port fees created temporary " wait-and-see" periods for clients in early 2025, the October 2025 Trade Truce has largely neutralised these immediate threats.
2. Secular Demand: Because the shift to green energy (LNG/Methanol) is driven by global environmental regulations (IMO standards), demand for YZJ' s ships remains resilient regardless of bilateral trade friction.
1. Navigating Tariffs: While proposed U.S. tariffs and port fees created temporary " wait-and-see" periods for clients in early 2025, the October 2025 Trade Truce has largely neutralised these immediate threats.
2. Secular Demand: Because the shift to green energy (LNG/Methanol) is driven by global environmental regulations (IMO standards), demand for YZJ' s ships remains resilient regardless of bilateral trade friction.
VI. Conclusion: The Azure Dragon' s Trajectory
Yangzijiang Shipbuilding has evolved from a river-based builder into a global maritime powerhouse. Its growth is no longer driven by cheap labor, but by technological leadership and strategic foresight. With a " bulging" order book and new high-tech facilities on the horizon, YZJ is well-positioned to remain the dominant private force in the industry for the next decade.
Supreme
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Since April is round the corner, and I can hear some giggling in the back ground on the gangsters' unbelievable price target...... here' s one last hurrah on the road...
Seatrium & The Temasek Restructure
The Big Change:
Starting April 1, 2026, Temasek will move Seatrium into a new group called Temasek Singapore (TSG). This group is specifically designed to manage " Singaporean Champions" to make them more valuable and globally competitive.
Why This Matters for Seatrium:
- A " Forever" Partner: Seatrium is now seen as a " portfolio stalwart." This means Temasek is committed to Seatrium for the long haul, providing a solid foundation that builds trust with banks and investors.
- The Power of Scale: The restructuring builds on the 2023 merger of Keppel O& M and Sembcorp Marine. Seatrium is no longer just a local player it now has the size and " Temasek backing" to win the world&rsquo s biggest offshore projects.
Key Benefits:
- Financial Muscle: Seatrium can get better interest rates and easier access to Green Financing (like its S$400 million green loan) because of Temasek' s support.
- Strategic Support: Seatrium isn' t on its own. It can tap into Temasek' s network for help with AI, 5G technology, and global business strategy.
- The Green Shift: Temasek is actively helping Seatrium move from oil and gas to renewable energy, which already makes up one-third of its massive order book.
- Operational Discipline: Closer oversight means Seatrium must stay lean and profitable. It has already successfully lowered its debt significantly since the merger.
The Road Ahead:
While Seatrium still needs to clear some legal hurdles from the past, this new structure gives it a clear, stable path to becoming a profitable, sustainable global leader in the maritime and energy sectors.
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Okay, lah, since got interests, I shall write a little bit of Seatrium, which I ownself boycott because of that act cute stupidity of Ms Joy.
Forecasts for Seatrium Limited as of January 2026 are primarily driven by its significant order book and recent return to profitability. Platforms provide a mix of near-term price targets and long-term valuation estimates.
Algorithmic and Predictive Forecasts
- WalletInvestor: Algorithmic data projects Seatrium to trend toward a range of S$2.15 to S$2.35 by the end of 2026. Its predictive model for the 5-10 year horizon suggests a potential steady rise toward S$3.10-S$3.50, reflecting the long-term conversion of its current order book.
- Traders Union: Technical analysis models indicate a projected price of approximately S$2.71 by the end of 2026. For the 5-10 year estimate, the model anticipates potential growth toward S$3.50-S$4.00, contingent on the company maintaining its 24.8% annual earnings growth rate.
- Meyka AI & Predictive Data: Alternative data analysis forecasts a price between S$2.80 and S$2.96 by the end of 2026, driven by high demand for renewable infrastructure. The 5-10 year outlook is supported by a S$18.6 billion order bookwith deliveries extending to 2031, which models project could sustain valuations above S$3.00.
- Gov Capital: Deep learning algorithms expect the share price to reach roughly S$2.82 by late 2026. Long-term 5-10 year projections from these models suggest aggressive targets ranging from S$3.80 to over S$5.20 as the business scales its offshore energy solutions.
- Black Market: Expects the price to surpass $6.00 in the next 5-10 years. UNBELIEVABLE? How can this be so? ...... when all the AI forecast platforms never said so......Ah......Herein lies the key difference between " artificial" intelligence and human intelligence. Algorithmic forecast platform cannot " feel" the fundamental shift in the company dynamics or intuitively grasp a company' s sudden change in intrinsic value and future potential or performance It simply provides intelligence based on the data it is currently fed, lacking human intuition.
Intrinsic Value Models
- Alpha Spread: Its DCF (Discounted Cash Flow) model estimates the intrinsic value of Seatrium at S$3.09 per share based on projected free cash flows.
- GuruFocus: Based on its proprietary GF Value model and analyst consensus, the intrinsic value is estimated at S$2.73.
- Simply Wall St: The platform&rsquo s most optimistic intrinsic value estimate reaches S$4.56, considering the stock to be significantly undervalued (by approximately 57.5%) at its current trading price.
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meanwhile.......
Seatrium delivers the largest self-propelled hopper dredger in U.S. History. The Frederick Paul is the largest self-propelled trailing suction hopper dredge in the US and features state-of-the-art design and systems that makes it more sustainable.
https://www.dredgingtoday.com/2026/01/23/breaking-news-seatrium-delivers-the-largest-self-propelled-hopper-dredger-in-u-s-history/
ABS has issued an Approval in Principle (AIP) to Seatrium for the company' s offshore substation (OSS) design, described as a next-generation offshore HVAC platform engineered for scalability.
https://container-news.com/abs-grants-aip-for-seatrium-offshore-substation-design/
Hö egh Evi, a Norwegian owner and operator of liquefied natural gas (LNG) carriers and floating storage and regasification units (FSRUs), has confirmed the arrival of an LNG carrier (LNGC) at Seatrium yard in Singapore, where it will undergo transformation to turn into an FSRU destined for deployment in Egypt.
https://www.offshore-energy.biz/lng-vessel-comes-to-seatriums-yard-for-new-lease-on-life-as-egypt-bound-fsru-gallery/
Global private equity powerhouses Macquarie, Actis, and Sembcorp are reportedly among the firms evaluating bids for a significant stake in Gentari' s India business.
https://www.livemint.com/companies/global-pes-strategics-to-bid-for-stake-in-gentaris-india-biz-renewable-energy-actis-macquarie-sembcorp-11768391023831.html
Sembcorp vie to acquire Shell' s Sprng Energy in one of India' s biggest renewable M& A deals
https://economictimes.indiatimes.com/industry/renewables/niif-kkr-sembcorp-vie-to-acquire-shells-sprng-energy-in-one-of-indias-biggest-renewable-ma-deals/articleshow/126401462.cms
Keppel, Chandra Asri' s Aster to assess development of Jurong Island sustainable aviation fuel plant. The plant will support regional airlines' needs and Singapore' s sustainable aviation fuel target
https://www.businesstimes.com.sg/companies-markets/keppel-chandra-asris-aster-assess-development-jurong-island-sustainable-aviation-fuel-plant
Keppel is taking its data centre efforts to Victoria' d Latrobe Valley, with a new 720MW powerbank planned nearby existing coal-fired energy infrastructure and renewable energy integration.This forms part of an Asia-Pacific (APAC) expansion for the Singaporean asset manager, bringing its APAC capacity to more than 1GW.
https://www.energymagazine.com.au/keppel-to-build-720mw-data-centre-near-victorian-coal-plants/
Keppel REIT is acquiring a larger stake in Marina Bay Financial Centre Tower 3 as a strategic move, accepting short-term non-accretion to DPU in favour of long-term growth driven by rising rents and tight CBD supply. Management expects rental uplifts and contributions from newly acquired retail assets like Sydney' s Top Ryde City Shopping Centre to support future DPU growth, reinforcing Keppel REIT' s long-term value proposition for unitholders.
https://www.tipranks.com/news/company-announcements/keppel-reit-banks-on-long-term-upside-from-bigger-stake-in-marina-bay-financial-centre-tower-3
Keppel has secured a land lease extension for a data center campus in Singapore.Keppel Ltd. and Keppel DC REIT Management Pte. Ltd. (manager of Keppel DC REIT) late last year announced that the relevant authorities had granted conditional approval for a 10-year land tenure lease extension for the Keppel Data Centre Campus at Genting Lane in Singapore.
https://www.datacenterdynamics.com/en/news/keppel-secures-10-year-land-lease-extension-for-singapore-data-center-campus/
Singapore turns to next-generation power systems to scale AI, train future workforce. This comes as the Republic transitions to a low-carbon energy grid while advancing regional net-zero ambitions
https://www.businesstimes.com.sg/companies-markets/singapore-turns-next-generation-power-systems-scale-ai-train-future-workforce?ref=article-bottom-more-in-companies-markets
Sembcorp, Keppel, and Seatrium are positioned to benefit from Singapore' s push to align clean energy with AI infrastructure growth. Sembcorp focuses on supplying low-carbon power to data centers, while Keppel develops hydrogen-ready plants and manages data center capacity. Seatrium supports this transition by building offshore wind components and applying AI to improve shipyard efficiency.
Supreme
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Master
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Destined for operations in Mobile, Alabama, this Jones Act-compliant vessel will play a crucial role in maintaining the nation's navigation channels, beach nourishment initiatives, and coastal restoration programs. It will further support the US Army Corps' objective of achieving a 70% beneficial reuse rate for dredged materials by the year 2030. A vessel that complies with the Jones Act is one constructed in the US, predominantly owned by US citizens, staffed primarily by a US crew, and registered under the US flag.
Measuring 420 feet long and 81 feet wide, with a capacity exceeding 15,000 cubic yards, the dredge is powered by a formidable 25,000 horsepower. It features triple azimuthing stern drives and twin bow thrusters, granting it full self-propulsion capabilities.
The FREDERICK PAUP is also outfitted with sophisticated smart features, including dynamic positioning, a comprehensive power management system, and integrated dredging systems. Completing its state-of-the-art profile are Tier 4 diesel-electric engines and an advanced hull design, both of which significantly enhance fuel efficiency and reduce harmful emissions.
Seatrium's scope of work encompassed hull fabrication, systems integration, commissioning, and final vessel completion. The company highlighted its successful management of the project's \"highly intricate\" component supply chain.
Supreme
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Some unbelievable teasers....
Based on the latest forecasting models and technical analyses for Sembcorp Industries, the projected share prices for 2026 and 2030 are as follows:
- WalletInvestor: Current live forecast data suggests a potential target of S$10.36 by the end of 2026. Long-term projections for 2030 indicate the price could reach approximately S$18.15 per share
- Traders Union: Their technical analysis model forecasts the stock price to reach S$7.12 by December 2026. Looking further ahead to 2030, the model projects a potential price of S$11.89 per share
- Meyka AI: Utilizing predictive modeling and alternative data, Meyka AI forecasts Sembcorp to reach approximately S$8.92 by the end of 2026. The potential price for 2030 is estimated to be around S$15.63 per share.
- Gov Capital: Based on deep learning algorithms, Sembcorp' s share price is expected to reach S$8.75 by late 2026. For 2030, the algorithm projects a target of S$15.34 per share.
- Alpha Spread' s Discounted Cash Flow Value: Alpha Spread' s DCF model provides an estimate of S$11.63 per share, suggesting the stock may be undervalued by as much as 48%.
- Black Market does not have a sell button for Sembcorp Industries until the release of Temasek' s mega restructuring plans. It expects Sembcorp to feature prominently in the restructuring exercise and any privatisation offer to be at least $8.00 per share.
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" Singapore doubles down on AI with S$1b R& D push amid US, China dominance. https://www.businesstimes.com.sg/companies-markets/singapore-doubles-down-ai
s1b-rd-push-amid-us-china-dominance"
IF this gets to bear and Sembcorp truly gets to build the core AI engineering capabilities for the State Authorities, and be truly involved in the AI relevant industry, it will surely benefit enormously from the AI boom, considering the edge it holds being a prominent energy service provider...... if the so-called high profile analysts still cannot see this, they will always be smelling the back of the unbelievable black market gangsters....
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In 2026, analysts and industry trends largely support the premise that energy companies like
In 2026, analysts and industry trends largely support the premise that energy companies like
Sembcorp Industries hold a significant strategic advantage in the AI era. As AI workloads transition from pilots to massive-scale production, AI technology now uses a massive amount of energy, and electricity demand has become the primary operational constraint for data centers, making " power" a central theme (and most important resource) for AI growth in 2026. Here is why Sembcorp' s role as an energy provider gives it a big advantage in its involvement in AI relevant businesses..
1. Reliable Power for AI
- Constant Energy: AI computers need to run 24/7 without stopping. Sembcorp provides steady power using natural gas and renewable energy.
- New Technology: Sembcorp' s new hydrogen-ready power plant, opening in 2026, can provide the " clean" energy that big tech companies need to meet their climate goals.
2. Working Directly with Data Centers
- Powering AI Hubs: Sembcorp is already signing deals to provide 100% renewable energy to new data centers, such as its recent partnership with DayOne.
- Using AI Themselves: Sembcorp uses its own AI tools to manage its power grids better, proving they understand how to use the technology as well as power it.
3. Big Land and National Support
- National Role: In 2026, Singapore views Sembcorp as a " key enabler" for AI. Without Sembcorp&rsquo s infrastructure, the country cannot reach its AI growth targets.
- Space to Build: Sembcorp owns huge industrial parks. They can build AI data centers right next to their power plants, which saves money and energy.
4. Rapid Growth
- Massive Investment: Sembcorp is spending billions to reach 25GW of renewable energy by 2028. This means they will have more than enough power to fuel the AI industry' s future.
- Expansion: By buying other energy companies (like Alinta Energy), they are becoming a global leader in managing the huge amounts of power that AI requires.
In summary, while traditional AI companies (software/hardware) face bottlenecks in power availability, Sembcorp controls the " volts" that power the " bits," allowing it to act as both a utility provider and a strategic partner in the AI ecosystem.
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Singapore doubles down on AI with S$1b R& D push amid US, China dominance. Authorities will partner industry players such as Changi Airport Group and Sembcorp to build core AI engineering capabilities . https://www.businesstimes.com.sg/companies-markets/singapore-doubles-down-ai-s1b-rd-push-amid-us-china-dominance
Sembcorp Industries (SCI) is currently moving from a local utility company to a major global energy leader. By 2026, four massive changes are coming together to " catapult" the company to the next level.
1. The AI Boom: A New Growth Engine
The Singapore government' s S$1 billion AI commitment (2025&ndash 2030) is a generational game-changer. Sembcorp is a lead partner, meaning:
- Engineering Power: Sembcorp isn' t just using AI they are helping build it. They are creating high-tech energy systems that other companies will buy.
- Fueling Data Centers: AI needs massive amounts of electricity. Sembcorp has already signed huge deals with tech giants like Equinix to provide this power.
- Efficiency: By using AI to manage their own power plants, Sembcorp can lower costs and increase profits.
2. Going Global: The Alinta Acquisition
Sembcorp is spending A$6.5 billion to buy Alinta Energy in Australia. This is a " transformational" deal because:
- New Markets: It moves Sembcorp into Australia, a very stable and wealthy market.
- Huge Pipeline: It adds enough future wind and solar projects (10.4GW) to triple their current growth path.
- Higher Profits: Analysts expect this deal alone to boost Sembcorp&rsquo s earnings per share by about 14%.
3. Future Energy: Hydrogen and Nuclear
Sembcorp is preparing for a world without carbon:
- Hydrogen Ready (2026): Their new 600MW power plant in Singapore will be finished in late 2026. It can run on hydrogen, making it the " cleanest" big plant in the region.
- Nuclear Leadership: Sembcorp is the primary contender to lead Singapore&rsquo s future nuclear power trials. If Singapore adopts nuclear energy, Sembcorp will likely be the ones running it.
4. Stock Performance and Financial Outlook
Market experts are very positive about these changes for 2026.
- Unlocking Cash: Sembcorp plans to sell its older India assets in late 2026, which could bring in up to S$5.5 billion in cash to spend on even more growth.
- Price Targets: Most analysts have a " Buy" rating. Average consensus price targets for 2026 is S$8.50 suggesting an upside of roughly 45% from current levels.
Key Takeaway: The government&rsquo s AI partnership is the " brain" of Sembcorp' s future, while the Alinta deal and hydrogen plants are the " muscle." Together, they make Sembcorp a global heavyweight that is perfectly positioned to profit from the AI and green energy revolution.
You have to agree this is another unbelievable prediction that no analyst ever thought of......that is why you have to believe that the gangstersunbelievable ten has to be believable... dyoddd any way, these are from the gangsters by the way.....
You have to agree this is another unbelievable prediction that no analyst ever thought of......that is why you have to believe that the gangstersunbelievable ten has to be believable... dyoddd any way, these are from the gangsters by the way.....
aragosta ( Date: 20-Jan-2026 18:24) Posted:
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Data centre player Equinix funds study on nuclear energy tech for Singapore, including floating plants. It will also assess the feasibility of small modular reactors aims to provide ' data-driven' insights.
https://www.businesstimes.com.sg/companies-markets/data-centre-player-equinix-funds-study-nuclear-energy-tech-singapore-including-floating-plants
Both Sembcorp Industries and Keppel Ltd are primary contenders to benefit from Equinix-funded nuclear feasibility studies, as both were identified by analysts in 2025 as the likely leaders to bid for future nuclear projects in Singapore.
Sembcorp: Strategic Energy Partner
Sembcorp: Strategic Energy Partner
Sembcorp is uniquely positioned due to its deep operational ties with Equinix and its role as a leading utility provider.
- Direct Partnership: Sembcorp is already Equinix&rsquo s key energy partner in Singapore, having signed long-term Power Purchase Agreements (PPAs) in 2024 and 2025 to supply 133.5 MWp of solar energy to Equinix data centers starting in 2027.
- Baseload Provider: Data centers require 24/7 " firm" power. Sembcorp&rsquo s extensive gas-fired portfolio and its 2025 conditional approval to import 1 GW of renewable energy from Sarawak demonstrate its capacity to manage the large-scale baseload requirements that nuclear energy would eventually serve.
- Future Energy Fund: Analysts anticipate Sembcorp will be a major beneficiary of the government&rsquo s S$5 billion Future Energy Fund (announced in 2025), which aims to support low-carbon transitions like nuclear power.
Keppel: Floating & Infrastructure Specialist
Keppel remains a vital player, specifically for the " floating plants" mentioned in the Equinix study.
- Floating Expertise: Keppel has an unmatched global track record in offshore and marine engineering, making them the logical lead for any future floating nuclear reactor deployments in Singapore' s restricted waters.
- Operational Readiness: Keppel is set to launch Singapore&rsquo s first hydrogen-ready power plant in 1H 2026, demonstrating its readiness to operate advanced, next-generation energy technologies.
- Asset Management: Keppel&rsquo s integrated model - managing both data centers and the infrastructure that powers them - positions it to implement nuclear solutions as an end-to-end service provider.
Keppel secures 25-year fibre pair deal on Bifrost Cable System with global telco. The trans-Pacific system began carrying commercial traffic in December 2025. https://www.businesstimes.com.sg/companies-markets/data-centre-player-equinix-funds-study-nuclear-energy-tech-singapore-including-floating-plants
These Singapore winners can benefit from AI boom, power crunch: Morgan Stanley. LNG prices are expected to fall to two-decade lows by 2027 based on Morgan Stanley estimates, helping Asia to achieve about US$100 billion in energy cost savings. Keppel and Sembcorp were flagged as prime beneficiaries of this trend, with Morgan Stanley highlighting them in its " Most Preferred" list of energy equities.
https://www.businesstimes.com.sg/companies-markets/energy-commodities/these-singapore-winners-can-benefit-ai-boom-power-crunch-morgan-stanley
Keppel bags 720 MW power bank for AI data centre campus near Melbourne. The group is in ' active discussions with hyperscalers and neoclouds' on the site&rsquo s future capacity
https://www.businesstimes.com.sg/companies-markets/keppel-bags-720-mw-power-bank-ai-data-centre-campus-near-melbourne
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Keppel and Sembcorp can benefit from AI boom, power crunch: Morgan Stanley
https://www.businesstimes.com.sg/companies-markets/energy-commodities/these-singapore-winners-can-benefit-ai-boom-power-crunch-morgan-stanley
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Seatrium Ltd Is Suddenly Everywhere: Hidden Gem Stock or Overhyped Trap?
http://ad-hoc-news.de/boerse/news/ueberblick/seatrium-ltd-is-suddenly-everywhere-hidden-gem-stock-or-overhyped-trap/68455926
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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:
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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.......
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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.........