Back

Latest Forum Topics / Keppel    Last:10.53    +0.07

Post Reply

Keppel Corp Post Reply Rate topic
seanpent Supreme	22-May-2026 10:27        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Guessing which recent irrationally oversold one will    be next to get a surprise upgrade ? Joelton      ( Date: 22-May-2026 10:02) Posted: JP Morgan upgrades Keppel after failed M1 sale JP Morgan has just upgraded Keppel to overweight from neutral on May 21. JP Morgan had kept its neutral rating as recently as April 23, following Keppel&rsquo s 1Q2026 results. In August last year, Keppel announced the proposed sale of M1 to Simba for $1 billion in cash. However on May 18 the IMDA announced it has suspended the review of Keppel' s planned sale of M1 to Simba. Given that approval from IMDA is one of the conditions required, the deal has been terminated. For investors, the impact is about seven to 11 cents per share in terms of special dividends group CEO Loh Chin Hua had said on May 18. Keppel&rsquo s capital management policy is to distribute 10-15% of proceeds from non-core asset sales to shareholders. Part of FY2026&rsquo s ordinary dividend will comprise earnings from the sale of Keppel Merlimau Cogen to Keppel Infrastructure Trust for $128 million as Loh says any payout from the sale will be part of ordinary dividends. Keppel&rsquo s FY2025 ordinary dividends comprised 15 cents interim dividend and 19 cents final dividend. In addition, Keppel Sakra Cogen will be commissioned in the middle of this year However, Mervin Song, an analyst at JP Morgan has just upgraded Keppel to overweight from neutral, with a five-cent higher price target of $12.05 for end-June 2027. &ldquo We had been concerned about the slower pace of asset divestments and FUM growth due to the Middle East conflict, and the risk of revised terms or failure to secure regulatory approval for the M1 disposal. These risks have largely crystallised, with the failed M1 sale and Keppel returning -10.4% (including dividends) since March, lagging the STI&rsquo s 4.6% rise. We turn more positive as expectations and positioning have reset lower, with relative valuations and share price performance to peers having normalised,&rdquo Song says in his report. Song is forecasting a dividend of 42 cents for FY2026. In FY2025, Keppel paid an ordinary dividend of 34 cents, and a special dividend of 13.5 cents which included a dividend-in-specie of Keppel REIT. JPMorgan' s 42-cent dividend forecast comprises an ordinary dividend of 34 cents and a special dividend of 8 cents. Song estimates the special dividend as 15% payout from $260 million of divestments announced in 2025 and completed in 1Q2026, and potential sale of two Bifrost pairs raising at least $250 million. &ldquo In our view, Keppel&rsquo s pivot towards becoming a global asset manager remains on track and earnings should benefit from the ramp-up at the new Sakra plant. We see the risk-reward as attractive, with DPS of 42 cents implying a 4% yield, which should provide downside support. &ldquo Several investors have said to us they view this as an attractive &ldquo paid to wait&rdquo level while Keppel pivots to a global asset manager,&rdquo Song says.
Useful To Me  Not Useful To Me
Joelton Supreme	22-May-2026 10:02        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	JP Morgan upgrades Keppel after failed M1 sale JP Morgan has just upgraded Keppel to overweight from neutral on May 21. JP Morgan had kept its neutral rating as recently as April 23, following Keppel&rsquo s 1Q2026 results. In August last year, Keppel announced the proposed sale of M1 to Simba for $1 billion in cash. However on May 18 the IMDA announced it has suspended the review of Keppel' s planned sale of M1 to Simba. Given that approval from IMDA is one of the conditions required, the deal has been terminated. For investors, the impact is about seven to 11 cents per share in terms of special dividends group CEO Loh Chin Hua had said on May 18. Keppel&rsquo s capital management policy is to distribute 10-15% of proceeds from non-core asset sales to shareholders. Part of FY2026&rsquo s ordinary dividend will comprise earnings from the sale of Keppel Merlimau Cogen to Keppel Infrastructure Trust for $128 million as Loh says any payout from the sale will be part of ordinary dividends. Keppel&rsquo s FY2025 ordinary dividends comprised 15 cents interim dividend and 19 cents final dividend. In addition, Keppel Sakra Cogen will be commissioned in the middle of this year However, Mervin Song, an analyst at JP Morgan has just upgraded Keppel to overweight from neutral, with a five-cent higher price target of $12.05 for end-June 2027. &ldquo We had been concerned about the slower pace of asset divestments and FUM growth due to the Middle East conflict, and the risk of revised terms or failure to secure regulatory approval for the M1 disposal. These risks have largely crystallised, with the failed M1 sale and Keppel returning -10.4% (including dividends) since March, lagging the STI&rsquo s 4.6% rise. We turn more positive as expectations and positioning have reset lower, with relative valuations and share price performance to peers having normalised,&rdquo Song says in his report. Song is forecasting a dividend of 42 cents for FY2026. In FY2025, Keppel paid an ordinary dividend of 34 cents, and a special dividend of 13.5 cents which included a dividend-in-specie of Keppel REIT. JPMorgan' s 42-cent dividend forecast comprises an ordinary dividend of 34 cents and a special dividend of 8 cents. Song estimates the special dividend as 15% payout from $260 million of divestments announced in 2025 and completed in 1Q2026, and potential sale of two Bifrost pairs raising at least $250 million. &ldquo In our view, Keppel&rsquo s pivot towards becoming a global asset manager remains on track and earnings should benefit from the ramp-up at the new Sakra plant. We see the risk-reward as attractive, with DPS of 42 cents implying a 4% yield, which should provide downside support. &ldquo Several investors have said to us they view this as an attractive &ldquo paid to wait&rdquo level while Keppel pivots to a global asset manager,&rdquo Song says.
Useful To Me  Not Useful To Me
YuanLong94 Member	22-May-2026 09:52        YuanLong94 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Market is always manipulative, they earning from both short and long . ( Like what donald trump - son doing now). Buy at Low, Sell at High ( Iran War, Oil Price). However, Keppel also must have good fundamental for them to do such thing. Such 5% if is 1million SGD = 5,000 SGD, if is 10million SGD = 50,000 SGD Keppel bought around 20million SGD of share during this period , 5% = 100k SGD already. Is always the big guy game.  newbie2019      ( Date: 22-May-2026 09:02) Posted: This house was first to downgrade Keppel, now upgrading it. Manupulative leh..   Delvyss      ( Date: 22-May-2026 08:59) Posted: JP Morgan upgrades Keppel after failed M1 sale https://www.theedgesingapore.com/capital/brokers-calls/jp-morgan-upgrades-keppel-after-failed-m1-sale
Useful To Me  Not Useful To Me
Newbie2025 Senior	22-May-2026 09:29        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sir, there shd be some positive developments coming up. There is no smoke w/o fire.😂 😂 😂 newbie2019      ( Date: 22-May-2026 09:05) Posted: One report can swing the share price by ~6%. This angmo house really something. Delvyss      ( Date: 22-May-2026 09:03) Posted: Lol ... ikan bilis like us just swim along ..
Useful To Me  Not Useful To Me
Delvyss Elite	22-May-2026 09:06        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agree ...  newbie2019      ( Date: 22-May-2026 09:05) Posted: One report can swing the share price by ~6%. This angmo house really something. Delvyss      ( Date: 22-May-2026 09:03) Posted: Lol ... ikan bilis like us just swim along ..
Useful To Me  Not Useful To Me
newbie2019 Veteran	22-May-2026 09:05        newbie2019 About Contact  Quote this Post!
x 0   x 0  Alert Admin	One report can swing the share price by ~6%. This angmo house really something. Delvyss      ( Date: 22-May-2026 09:03) Posted: Lol ... ikan bilis like us just swim along ... newbie2019      ( Date: 22-May-2026 09:02) Posted: This house was first to downgrade Keppel, now upgrading it. Manupulative leh..
Useful To Me  Not Useful To Me
Delvyss Elite	22-May-2026 09:03        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lol ... ikan bilis like us just swim along ... newbie2019      ( Date: 22-May-2026 09:02) Posted: This house was first to downgrade Keppel, now upgrading it. Manupulative leh..   Delvyss      ( Date: 22-May-2026 08:59) Posted: JP Morgan upgrades Keppel after failed M1 sale https://www.theedgesingapore.com/capital/brokers-calls/jp-morgan-upgrades-keppel-after-failed-m1-sale
Useful To Me  Not Useful To Me
newbie2019 Veteran	22-May-2026 09:02        newbie2019 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This house was first to downgrade Keppel, now upgrading it. Manupulative leh..   Delvyss      ( Date: 22-May-2026 08:59) Posted: JP Morgan upgrades Keppel after failed M1 sale https://www.theedgesingapore.com/capital/brokers-calls/jp-morgan-upgrades-keppel-after-failed-m1-sale
Useful To Me  Not Useful To Me
Delvyss Elite	22-May-2026 08:59        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	JP Morgan upgrades Keppel after failed M1 sale https://www.theedgesingapore.com/capital/brokers-calls/jp-morgan-upgrades-keppel-after-failed-m1-sale
Useful To Me  Not Useful To Me
JurongW Elite	21-May-2026 18:06        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	SBB today - 400,000 shares bought at 10.36 to 10.46 ($4,166,824)
Useful To Me  Not Useful To Me
dexterderc Senior	21-May-2026 16:54        dexterderc About Contact  Quote this Post!
x 0   x 1  Alert Admin	If I'm Keppel, I'll do a reverse takeover of Simba which it really screws up for using non regulatory RFs.. haha.. Newbie2025      ( Date: 21-May-2026 16:50) Posted: Sirs, Singtel is also clarifying with regulators whether they can acquire M1..
Useful To Me  Not Useful To Me
Newbie2025 Senior	21-May-2026 16:50        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sirs, Singtel is also clarifying with regulators whether they can acquire M1..
Useful To Me  Not Useful To Me
Delvyss Elite	21-May-2026 08:33        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	UOB Kay Hian Keeps Their Buy Rating on Keppel Corporation Limited (BN4) https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/2045452/uob-kay-hian-keeps-their-buy-rating-on-keppel-corporation-limited-bn4/
Useful To Me  Not Useful To Me
Newbie2025 Senior	20-May-2026 20:14        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you Sir, the mother is the biggest winner..⚘ ️ ⚘ ️ ⚘ ️ YuanLong94      ( Date: 20-May-2026 18:30) Posted: Write down is very accounting  I12  Katong is sell at a value lower than book value  mean based on assessment people think your hdb property is worth 1million you buy at 400k  but you sell 900k  write down 100k because you think it should worth 1' million but in actual you still profit gain by 500k . accounting world care about book value  in investment sense , after so many year of rental collect +property sale - original cost = gain  That why last year Keppel keep emphasize the crystallize value of M1 is 900million investment   gain even though there is 222m write down  all in all , Keppel commit on the 10 to 15% of the total sale value for special dividends , balance cash they will use for debt payment  then core dividend is pay through new Keppel  EPS might time to time be affect by this monetization deal but it will always have moneitization deal for Keppel  once Bifrost stabilize they can sell billion to their infrastructure REIT  once data centre finish build and 100% they will sell to Keppel data centre reit  once cbd   building 100% occupancy they will sell the Keppel Reit  Keppel Ltd  Greenfield to brownfield to EPC to 100% sale of the asset to recurring service .They earn from all aspect  Speediman      ( Date: 20-May-2026 00:19) Posted: M1 definitely will incur write downs... maybe not in 1H, but will come. I12 is sold on the cheap too It doesn't look that ros
Useful To Me  Not Useful To Me
YuanLong94 Member	20-May-2026 18:30        YuanLong94 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Write down is very accounting  I12  Katong is sell at a value lower than book value  mean based on assessment people think your hdb property is worth 1million you buy at 400k  but you sell 900k  write down 100k because you think it should worth 1' million but in actual you still profit gain by 500k . accounting world care about book value  in investment sense , after so many year of rental collect +property sale - original cost = gain  That why last year Keppel keep emphasize the crystallize value of M1 is 900million investment   gain even though there is 222m write down  all in all , Keppel commit on the 10 to 15% of the total sale value for special dividends , balance cash they will use for debt payment  then core dividend is pay through new Keppel  EPS might time to time be affect by this monetization deal but it will always have moneitization deal for Keppel  once Bifrost stabilize they can sell billion to their infrastructure REIT  once data centre finish build and 100% they will sell to Keppel data centre reit  once cbd   building 100% occupancy they will sell the Keppel Reit  Keppel Ltd  Greenfield to brownfield to EPC to 100% sale of the asset to recurring service .They earn from all aspect  Speediman      ( Date: 20-May-2026 00:19) Posted: M1 definitely will incur write downs... maybe not in 1H, but will come. I12 is sold on the cheap too It doesn't look that rosy YuanLong94      ( Date: 19-May-2026 20:33) Posted: I think July result H2  Keppel will all in lol Seatrium plus i2katong plus Keppel powerplant 128m = close to 800million announce after April 2026? 2nd quarter not first quarter result  if not they might take their own sweet time . with M1 it might ended up be 3 to 4 B this year which exceed their target to balance lol  I believe 2 to 3 B target set by them for this year is realistic .  no harm for Keppel to sharebuyback though haha
Useful To Me  Not Useful To Me
JurongW Elite	20-May-2026 17:50        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	SBB today - 400,000 shares bought at 10.16 to 10.37 ($4,112,846)
Useful To Me  Not Useful To Me
Delvyss Elite	20-May-2026 13:58        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel Ltd Shows Resilient Asset Growth Amid Middle East Conflict Benefits, Maintains BUY with S$13.80 Target https://www.poems.com.sg/stocks/articles/keppel-ltd-asset-growth-middle-east-benefits-buy-rating/
Useful To Me  Not Useful To Me
Newbie2025 Senior	20-May-2026 13:27        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sir, no idea..😇 😇 😇 I just know whether if you can see Keppel will be going backward by $2 and below or going foward by $2 and beyond, you already know the answer..🤩 🤩 🤩 investshare      ( Date: 20-May-2026 09:07) Posted: If sell STE and buy Keppel, almost $1 difference per 1000 shares. Make sense or not? What is your view? Newbie2025      ( Date: 19-May-2026 14:21) Posted: Un..un..unbeliveable, Sir..🫡 🫡 🫡
Useful To Me  Not Useful To Me
YuanLong94 Member	20-May-2026 10:14        YuanLong94 About Contact  Quote this Post!
x 2   x 0  Alert Admin	M1 already write down 222million SGD last year Q4  when is announced for closure . Book write down because book value is higher then the selling price. Keppel still pay the dividend as per New Keppel nevertheless. 56% payout @ 0.36 SGD/share. With Monetizaiton special dividends as 0.11 SGD/share.    With monetization money + new keppel recurring money. Monetization will cover all the write down.. Hence only 10 to 15% monetization is given out as special dividends.    Let see how it goes. To me is very simple. If any company can have dividends payout double from now versus 2030. Keppel is my best bet. 0.45 SGD/ share @ 70% payout of New Keppel . If AUM double by 2030 7B= 48million SGD per year (12m per quarter) . I think Keppel will have at least 0.75 SGD/share dividend by 2030 (Hopefully) just from AUM. That assuming 70% payout too, can be 75% can be 80%. Keppel did mention, if recurring income is stable, they will give higher payout though, recent high is 66% at FY 2024.  Once become 200 B, it become 300B, 400 B, is a once in a life time opportunity to envision Keppel turning into blackrock, brookfield equivalent kind of company. USA citizen bet on Tesla Elon Musk believe that he can make thing happen. Tesla does not comprise of SpaceX back then. Is the trust of confidence.      As a Singaporean, I hope Keppel will be a worldwide brand in time to come, together with Temasek Holding too.  ​ Just fyi. FY 2018 = 64% (before that have Keppel FEl, non stable) FY 2022= 64%    (before that have Keppel FEl, non stable) FY 2024= 66%    (Without Keppel FEI) FY 2025 = 56% with monetization special dividends  ( why pay so much dividends when already increase from 0.34 SGD/share to 0.47 SGD/share. Need to moderate increase.  Speediman      ( Date: 20-May-2026 00:19) Posted: M1 definitely will incur write downs... maybe not in 1H, but will come. I12 is sold on the cheap too It doesn't look that rosy YuanLong94      ( Date: 19-May-2026 20:33) Posted: I think July result H2  Keppel will all in lol Seatrium plus i2katong plus Keppel powerplant 128m = close to 800million announce after April 2026? 2nd quarter not first quarter result  if not they might take their own sweet time . with M1 it might ended up be 3 to 4 B this year which exceed their target to balance lol  I believe 2 to 3 B target set by them for this year is realistic .  no harm for Keppel to sharebuyback though haha
Useful To Me  Not Useful To Me
investshare Supreme	20-May-2026 09:07        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	If sell STE and buy Keppel, almost $1 difference per 1000 shares. Make sense or not? What is your view? Newbie2025      ( Date: 19-May-2026 14:21) Posted: Un..un..unbeliveable, Sir..🫡 🫡 🫡 investshare      ( Date: 19-May-2026 13:34) Posted: STE > Keppel now
Useful To Me  Not Useful To Me

                                                         First   < Newer   41-60 of 7139   Older>   Last