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Food Empire
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newbie19
Supreme |
25-Nov-2025 21:33
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Thank you Ah bear bear..We are Comrade in arms. .💪 💪
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MrBear12
Supreme |
25-Nov-2025 19:37
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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You are most welcome to be our comrade in arms newbie19.
Juice and you are two most loyal shareholders on SJ. Shortists fear such loyalty. Trade with loyal shareholders
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newbie19
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25-Nov-2025 16:42
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Thank you for your blessings and ALL THOSE LOYAL, SERIOUS AND LONG TERM INVERSTORS, LET'S
HUAT TOGETHER 😆
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beetlejuice
Master |
25-Nov-2025 16:23
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Haha, specially for you & whoever other loyal, serious & long-term folks.
https://thesmartinvestor.com.sg/if-you-invested-10000-in-keppel-10-years-ago-heres-what-youd-have-today/
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Delvyss
Elite |
25-Nov-2025 09:41
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UBS values Sembcorp Industries at $7.65 from value unlockhttps://www.theedgesingapore.com/capital/brokers-calls/ubs-values-sembcorp-industries-765-value-unlock |
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seanpent
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25-Nov-2025 09:38
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Spot on!    Superb news for Sembcorp' s green energy development in India. :)
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newbie19
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25-Nov-2025 08:49
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Good write up buddy... So i considered Loyal, serious and long term inverstor hor...
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aragosta
Supreme |
25-Nov-2025 08:17
Yells: "BBs never say why when they buy; never tell when they sell" |
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if you are wondering where' s the earnings, the profits, your dividends come from , why people are still buying, hence the capital gains ......... And if you think this is all, you need to keep reading.... but rthey are for only for   the loyal, serious long term investors..... otherwise, everything that is posted here   looks like Greek to you, and you will find this place very boring.......... KEPPELe Here is an overview of notable Keppel' s strategic partnerships and collaborations in energy transition and technology, digital connectivity, and sustainable urban solutions and infrastructure, and AI Keppel' s growth is driven by the increasing demand for digital infrastructure that it specializes in, particularly data centers, subsea cables, and energy solutions. The company has formed key alliances to position itself at the forefront of AI infrastructure development. 
These collaborations underscore Keppel' s extensive strategy to leverage global partnerships in driving sustainable and technology-enabled infrastructure development. IS THIS ALL? Wait la....... make money must be patient.... |
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Delvyss
Elite |
18-Nov-2025 09:13
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Sembcorp Awarded Firm and Dispatchable Renewable Energy Power Project in Indiahttps://www.sembcorp.com/in/news-and-insights/news/2025/sembcorp-awarded-firm-and-dispatchable-renewable-energy-power-project-in-india/ |
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Delvyss
Elite |
18-Nov-2025 09:03
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Nama Power and Water Procurement Signs Agreement with Sembcorp Utilities and OQ Alternative Energy to Develop The Dhofar II Wind Power Project in The Sultanate Of Omanhttps://www.sembcorp.com/om/news-and-insights/news/2025/nama-power-and-water-procurement-signs-agreement-with-sembcorp-utilities-and-oq-alternative-energy-to-develop-the-dhofar-ii-wind-power-project-in-the-sultanate-of-oman/ |
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aragosta
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03-Nov-2025 12:25
Yells: "BBs never say why when they buy; never tell when they sell" |
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This news really goes under the radar..... but actually is very important to the development of KIT..... with a rub on effect on father Keppel...  An extraordinary general meeting for the proposed deal will be held on November 11...... be there to get some insiders info on Keppel during the EGM' s interaction......
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aragosta
Supreme |
03-Nov-2025 00:32
Yells: "BBs never say why when they buy; never tell when they sell" |
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Wow, gangsters told me thru WhatsChat, Sembcorp will not be giving third quarter results updates, which is actually very good news....... Yangzijiang Shipbuilding:  Is projected to release its Q3 2025 earnings report on  November 10, 2025  or  November 11, 2025. Seatrium will release its Q3 2025 business update on  November 13, 2025, before trading hours. The company has already announced new contract wins ahead of this update.  For those wishing that they hope to get at least 0.50 as FY final dividends for Keppel , let me say if it really turns out to be only fifty, then the price of Keppel will collapse like no other.....  market, including black market expects much more......something like, I understand, to be a 6 to 7% yield.... let' s talk this, beginning of next year, nothing to get excited now..... We still got one mega development to come......... |
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aragosta
Supreme |
02-Nov-2025 20:26
Yells: "BBs never say why when they buy; never tell when they sell" |
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I think I' ll wait for both YZJ and SEATRIUM' s results before I post the updates on both stocks.... because very frustrating to get my posts thru mah.... so might as well wait for results, then post gangsters views after the results and any updates together..... meanwhile, I thought I comment on this nuclear thingy .... where Sembcorp stands a very good chance of getting involved.....if truly happened,   it will propel the stock into meta verse outer world and the price into infinity...... SEMBCORP & KEPPEL Singapore ' seriously' considering nuclear energy The Singapore government is currently reorganizing to build capabilities in nuclear energy, but no decision has been made on whether to deploy it.  but the black market believes it' s not a question of IF but definitely WHEN&hellip .. Based on information regarding Singapore' s energy sector, Keppel Ltd and Sembcorp Industries are the government-linked companies (GLCs) most likely to be selected to run a potential nuclear program.  (1) Existing Energy Infrastructure: Both companies are identified as major energy players in Singapore. The government has awarded them grants to deploy advanced, more carbon-efficient power plants. (2) Active Involvement in Energy Transition: Keppel is developing Singapore' s first hydrogen-ready power plant and has been appointed to lead the next phase of a low- or zero-carbon ammonia power generation project. Sembcorp has been steadily growing its renewables business and was granted conditional approval to import renewable energy from Sarawak. (3) Stated Interest in Nuclear: Keppel' s CEO has expressed hope that the company " can play a useful part in helping the Government go into nuclear power" should the opportunity arise. While no such public statements were found for Sembcorp, analysts suggest both companies would likely be invited to submit bids for new energy sources like nuclear power.  ======= Although both Sembcorp and Keppel are considered major players in Singapore' s energy transition,  there are strong arguments supporting Sembcorp as the likely choice to run a potential nuclear program. (1)  Sembcorp has indeed repositioned itself as an energy and urban solutions provider with a strong focus on sustainability and renewables, moving away from its rig-building unit which is now part of Seatrium. This streamlined focus on energy generation aligns directly with the core function of running a power program. (2)  Sembcorp has a large and growing portfolio of renewable energy assets across Asia and has been actively adding to its conventional energy capabilities, such as its recent acquisition of an additional stake in Singapore' s largest energy company, Senoko Energy. This experience in managing diverse power generation sources could be an advantage. (3) Temasek has highlighted Sembcorp as one of its portfolio companies on a strong decarbonization trajectory, which aligns with Singapore' s national net-zero aspirations by 2050. Nuclear energy, as a low-carbon baseload power source, would support this.  But while Sembcorp' s focused energy portfolio makes it a very strong candidate, the process of running a nuclear program is a complex national undertaking. Analysts suggest both Sembcorp and Keppel would likely be invited to bid or participate in any future call for investments or studies. The final decision will depend on a rigorous evaluation of technical capabilities, safety track records, and commercial proposals that align with the government' s stringent requirements and the maturity of advanced nuclear technologies like small modular reactors (SMRs).  NEWS FEED OF SINGAPORE&rsquo S INTEREST IN A NUCLEAR ENERGY PROGRAM November 1 Atomic ambitions: Singapore eyes the nuclear option for a net-zero future.The city state has released a paper on nuclear energy covering new reactor technology and high-profile accidents https://www.scmp.com/week-asia/health-environment/article/3331109/atomic-ambitions-singapore-eyes-nuclear-option-net-zero-future October 30 Many nations are advancing their adoption of nuclear technologies to achieve ambitious energy and environmental objectives. Additionally, major energy consumers are turning towards nuclear solutions to power AI datacentres and support industrial process heat requirements. https://www.siew.gov.sg/siew-2025/siew-thinktank-roundtables/the-evolving-role-of-nuclear-in-the-future-energy-system Nuclear talent gap a ' big missing element' amid world' s excitement for atomic power. Singapore has not made a decision to go nuclear, but is actively laying the groundwork to see if this energy form could become viable for the country in the future. https://www.straitstimes.com/singapore/environment/nuclear-talent-gap-a-big-missing-element-amid-worlds-excitement-for-atomic-power October 29 Singapore turns to nuclear energy and innovating power grid to strengthen energy security. A spotlight on Singapore' s efforts to build up energy capabilities that adapt to the rapid changes driven by AI, low-carbon technologies, and digitalisation https://govinsider.asia/intl-en/article/singapore-turns-to-nuclear-energy-and-innovating-power-grid-to-strengthen-energy-securit October 28 Singapore is " seriously studying the potential deployment of nuclear energy, especially newer technologies such as small modular reactors," EST Minister-in-charge of Energy and Science and Technology Tan See Leng said at the opening of  Singapore International Energy Week https://www.world-nuclear-news.org/articles/singapore-seriously-considering-nuclear-energy October 27 Singapore releases paper on nuclear energy, to deepen cooperation with two US institutes. The 16page paper highlights how nuclear energy can meet Singapore' s energy needs as a secure cost-effective and clean energy source. https://www.youtube.com/watch?v=BSI2moGTNEU https://www.channelnewsasia.com/singapore/singapore-international-energy-week-nuclear-jurong-island-tan-see-leng-5425786 Singapore' s EMA is strengthening its capabilities to study the feasibility of nuclear power generation by signing two cooperation agreements with U.S. organizations. These agreements aim to systematically build up the expertise needed for this assessment. https://www.ema.gov.sg/news-events/news/media-releases/2025/sg-deepens-cooperation-with-us-on-nuclear-energy-capability-building https://www.nea.gov.sg/docs/default-source/rpnsd/building-singapore' s-capabilities-to-assess-nuclear-energy.pdf October 23 Diversification into nuclear will future-proof ASEAN' s demands. Southeast Asian economies are easing their hyper-cautious stance to renew the momentum for nuclear adoption, in their search for long-term energy solutions https://asian-power.com/project/commentary/diversification-nuclear-will-future-proof-aseans-demands September 1 Singapore' s Energy Market Authority (EMA) has appointed the Singapore office of British firm Mott MacDonald to study advanced nuclear energy technologies, and to evaluate safety and feasibility of nuclear energy. The study will take up to two years. https://www.channelnewsasia.com/singapore/singapore-appoint-uk-firm-mott-macdonald-study-nuclear-energy-technologies-5328191#:~:text=Chelsea%20Ong,novel%20cooling%20systems%20or%20fuels.   |
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aragosta
Supreme |
02-Nov-2025 15:14
Yells: "BBs never say why when they buy; never tell when they sell" |
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Results Akan datang... but do not expect it to be as as spectacular as Keppel, at least not yet... but will be eventually, but do not be too bothetef about the reactions, if any,   because this has already been factored in from the last results and the company has guided twice thus year, that some strategies or developments have yet to come to fruition yet..... meanwhile, juz hold patiently for the mega developments to explode in your face..... Another two " natural" developments will be major catalytic events, one the Temasek restructuring, with SCI being one of Temasek' s three darlings..... and the under the radar nuclear program......meanwhile do read the following brews listed for October...... please hor, read them, as the gangsters bookkeeper put in a lot of effort to compile them..... if you are too busy, at least read those in blue la!...... but seriously, if you don' t follow what is here, then when the loud music started, you won' t be able to hear through the loud noises and you won' t know what the hell I' ll be talking about....... And forget about seven, By FY results, this will be a eight , if every thing goes according to plan...... if the mega developments come, it will be a million % higher........ UNBELIEVABLE?? Yes, the gangsters have been so unbelievable nowadays.... just look at their tokkong predictions on Keppel, and I haven' t boasted about this yet...... wait until you hear what' s their latest targets by FY2025 results! Huat ah!!! SEMBCORP INDUSTRIES Sembcorp Industries powers Asia' s green transition Sembcorp Industries is powering Asia' s green transition through a strategic transformation of its business from conventional to renewable energy, with ambitious targets for expansion in wind, solar, and energy storage across key markets like Singapore, India, China, and Vietnam.  Key aspects of its strategy include: (1)  Sembcorp has set a target to grow its gross installed renewable energy capacity to  25 GW by 2028. (2)  Sembcorp is committed to achieving  net-zero emissions by 2050, halving its emissions intensity by 2028, and reducing absolute emissions by 2030. (3)  Sembcorp deploys about S$10.5 billion (75% of total investments from 2024-2028) to support renewables growth. (4)  Sembcorp is utilizing its reliable gas power business to produce strong cash flows, which are then reinvested into developing renewable energy projects.  (5)  Sembcorp develops integrated urban solutions and leverages technology like battery energy storage systems (ESS) to manage the intermittency of renewables and ensure grid stability. Through these initiatives, Sembcorp is positioning itself as a leading player in Asia' s energy transition, balancing energy security and reliability with the urgent need for decarbonisation.  POSITIVE BREWS IN OCTOBER October 31 The successful implementation of subsea power cables by Sembcorp Utilities and Sarawak Energy connecting Sarawak to Singapore could pilot larger ASEAN power grid, said Sarawak Premier Abang Johari Openg. https://www.channelnewsasia.com/asia/sarawak-premier-subsea-cable-electricity-singapore-energy-asean-power-grid-5437561 Singapore is looking to increase its low-carbon power imports to 6GW by 2035, and is exploring various ways to achieve this. EMA' s Chua Shun Loong spoke about the importance of collaboration and the challenges in cross-border energy trade. https://www.argusmedia.com/en/news-and-insights/latest-market-news/2748466-q-a-singapore-eyes-more-tie-ups-for-low-carbon-energy October 30 VO. Chidambaranar Port Authority signs MOU with Sembcorp for green ammonia and hydrogen project  https://www.maritimegateway.com/sembcorp-voc-port-sign-mou-to-develop-₹ 25400-crore-green-hydrogen-and-ammonia-hub/ Prysmian to complete in 2026 study on Sarawak-Singapore power export project. Prysmian was selected by Sembcorp Utilities and Sarawak Energy Services to be the preferred supplier for the project. https://www.thestar.com.my/business/business-news/2025/10/30/prysmian-to-complete-in-2026-study-on-sarawak-singapore-power-export-project#goog_rewarded Singapore' s energy workforce set to expand by over 60% in next decade. EMA to partner with industry and schools to train workers for clean energy transition. https://sbr.com.sg/energy-offshore/news/singapores-energy-workforce-set-expand-over-60-in-next-decade October 29 Can ASEAN build its own battery future in a world powered by China?  Singapore and its neighbours in ASEAN are working to build an integrated ASEAN power grid to enhance cross-border energy trade, particularly in clean energy sources such as solar power. https://www.thinkchina.sg/economy/big-read-can-asean-build-its-own-battery-future-world-powered-china Singapore receives interest from Malaysian firms to export renewable energy through second interconnector. https://www.businesstimes.com.sg/esg/singapore-receives-interest-malaysian-firms-export-renewable-energy-through-second-interconnector?ref=article-bottom-more-in-esg October 28 Singapore, Australia enters partnership to strengthen energy cooperation. It provides a framework for both energy regulators to promote cooperation and sharing of regulatory practices on gas and electricity markets. https://www.businesstimes.com.sg/esg/singapore-australia-enters-partnership-strengthen-energy-cooperation October 27 New Aster unit inks Sembcorp Solar deal for power worth 17,000 cars' emissions. Aster Power will focus on advancing power and steam generation, as well as renewable power solutions across Aster' s assets https://www.businesstimes.com.sg/companies-markets/new-aster-unit-inks-sembcorp-solar-deal-power-worth-17000-cars-emissions Singapore to deepen nuclear energy cooperation with US institutes, issues background paper to allay public concerns. Apart from nuclear, Singapore has other low-carbon pathways towards decarbonisation, and is also exploring biomethane as a viable option.  https://www.channelnewsasia.com/singapore/singapore-international-energy-week-nuclear-jurong-island-tan-see-leng-5425786 https://www.argusmedia.com/en/news-and-insights/latest-market-news/2746583-singapore-eyes-geothermal-nuclear-to-widen-energy-mix Singapore' s focus areas for a resilient energy grid. Sembcorp partners EMA to test energy-storage system for grid stability https://www.businesstimes.com.sg/companies-markets/sembcorp-partners-ema-test-energy-storage-system-grid-stability https://sbr.com.sg/news/singapores-focus-areas-resilient-energy-grid Singapore to build 700MW data centre park on Jurong Island, pilot biomethane imports: Tan See Leng. https://www.businesstimes.com.sg/esg/singapore-build-700mw-data-centre-park-jurong-island-pilot-biomethane-imports-tan-see-leng Sembcorp 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. https://asian-power.com/news/sembcorp-unveils-energy-storage-and-solar-projects-jurong-island https://www.sembcorp.com/sg/news-and-insights/news/2025/sembcorp-unveils-landmark-clean-energy-initiatives-on-jurong-island/ As Singapore advances its low-carbon ambitions, Jurong Island is also emerging as a key front in the clean energy transition. Sembcorp is supporting this shift by deploying solar energy at scale through the Sembcorp Jurong Island Solar Farm. https://www.sembcorp.com/sg/news-and-insights/insights-and-stories/singapore/singapores-largest-ground-mounted-solar-project/ Natural Gas in Asia' s Energy Transition: A Pragmatic Path Forward https://www.youtube.com/watch?v=uZRdmxxQaOM https://www.sembcorp.com/news-and-insights/insights-and-stories/corporate/natural-gas-in-asia-s-energy-transition-a-pragmatic-path-forward/ October 26 Hydropower' s undervalued potential in a decarbonizing world: Strategic infrastructure for grid resilience and long-term sustainability https://www.ainvest.com/news/hydropower-undervalued-potential-decarbonizing-world-strategic-infrastructure-grid-resilience-long-term-sustainability-2510/ October 22 Sembcorp Industries  is said to be in talks to buy  a minority stake in the gas-fired business of Thai energy  company B.Grimm Power Pcl https://www.bloomberg.com/news/articles/2025-10-22/sembcorp-is-said-to-be-in-talks-to-buy-stake-in-b-grimm-gas-assets October 21  Singapore will share classified information on cyber attackers with Critical Information Infrastructure owners like water and electricity suppliers https://www.channelnewsasia.com/listen/cna938-rewind/why-singapore-sharing-classified-cyber-intel-critical-sectors-5415176 October 17 Sembcorp awarded conditional approval by EMA to import renewable energy from Sarawak to Singapore https://www.energyglobal.com/other-renewables/20102025/sembcorp-awarded-conditional-approval-to-import-renewable-energy/ Malaysia and Singapore  announced significant progress on two new electricity interconnection projects aimed at strengthening cross-border power trade, reflecting both countries' shared commitment to energy security, decarbonisation and regional growth. https://www.nst.com.my/business/economy/2025/10/1296725/malaysia-singapore-advance-cross-border-electricity-trade Dilhan: Temasek' s Path Forward in a Fragmented World https://www.temasek.com.sg/en/news-and-resources/stories/future/temasek-path-forward-in-a-fragmented-world October 16 TNB advances Asean power grid with cross-border renewable energy interconnections https://www.klsescreener.com/v2/news/view/1605121/tnb-advances-asean-power-grid-with-cross-border-renewable-energy-interconnections Sembcorp: Transforming businesses for the future. How did Sembcorp transform into a leading renewable energy player in Asia? https://www.youtube.com/watch?v=5iN-oKQ1I24 October 13 Singapore bets on ' giant batteries' as it guns for clean energy imports.  ESS and batteries will be vital as Singapore and its neighbours work towards building the Asean Power Grid, creating fresh investment opportunities for the sector. https://www.businesstimes.com.sg/esg/singapore-bets-giant-batteries-it-guns-clean-energy-imports October 9 Sembcorp Industries (SGX: U96), Keppel Ltd (SGX: BN4), and ST Engineering (SGX: S63): three companies that could shine as Singapore moves towards a cleaner and more sustainable future. https://sg.finance.yahoo.com/news/3-stocks-could-shine-singapore-093000481.html Sembcorp' s strategic expansion into solar energy via ReNew acquisition: Assessing long-term value creation and regional implications. https://www.ainvest.com/news/sembcorp-strategic-expansion-solar-energy-renew-acquisition-assessing-long-term-creation-regional-implications-2510/ October 8 Sembcorp to acquire India' s ReNew solar energy business for $190m to boost renewables portfolio. The acquisition will bring Sembcorp' s   total renewable energy capacity in India to 6.9GW. https://www.power-technology.com/news/sembcorp-acquire-renew-sun-bright/#:~:text=Singapore%2Dbased%20Sembcorp%20Industries%20has,renewable%20energy%20portfolio%20in%20India. Hong Kong-owned electricity and gas supplier Alinta Energy progresses merger talks with Singapore' s Sembcorp industries for a potential transaction as its owner examines options to fund clean power projects. https://www.afr.com/companies/energy/alinta-progresses-merger-talks-with-singapore-s-sembcorp-20251008-p5n125 October 4 India' s Union Minister for Commerce and Industry Piyush Goyal met with Wong Kim Yin, Group President and CEO of Sembcorp to discuss India' s progress in renewable energy and explore collaboration opportunities. https://www.aninews.in/news/business/piyush-goyal-meets-sembcorp-ceo-to-explore-collaboration-in-clean-energy-and-green-hydrogen20251004160512/ October 1 Sembcorp Industries, through its subsidiary Sembcorp Salalah Power & Water Company SAOG (SSPWC), has been awarded a new 10-year power and water purchase agreement (PWPA). https://www.omanobserver.om/article/1177378/business/nama-pwp-awards-new-10-year-contract-to-sembcorp-salalah Sembcorp Industries is a key member of The Singapore Green Plan 2030, or the Green Plan, which is a whole-of-nation movement to advance Singapore' s national agenda on sustainable development. https://www.greenplan.gov.sg https://grow.singlife.com/elevate/Unbiased-Insights/thematic-report-edition-08 Hope to be able to post on YZJ and Seatrium by tonight..... the slowness for each post to get through is getting into me......   |
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aragosta
Supreme |
01-Nov-2025 22:20
Yells: "BBs never say why when they buy; never tell when they sell" |
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KEPPEL
Why you should consider Keppel as a long term strong investment option.  Hello! Remember, I said " strong investment option" , not some " monkey' s self-serving mercenary trading option" ! Since FY2024, Keppel Ltd. transformed into a global asset manager/operator focusing on Infrastructure, Real Estate, and Connectivity. Through Q3 2025, the " New Keppel" (excluding divested/discontinued ops) reported a net profit increase of over 25% YoY across all segments, driven by asset monetization and a shift to an asset-light, recurring-income model.  1) Keppel' s FUM reached S$91 billion by mid-2025 and is projected to exceed its S$100 billion target ahead of schedule. The company' s strategy focuses on being a global asset manager and operator with expertise in infrastructure, real estate, and connectivity,  aiming to provide sustainable solutions and achieve a more stable and recurring earnings profile. 2)  Keppel is on track to meet its target of S$10&ndash S$12 billion in asset monetization by the end of 2026. Keppel has generated S$14 billion through asset sales since October 2020, with S$2.4 billion raised thus far in 2025.  This continuous program supports reinvestment into high-growth, sustainability-related initiatives  within the company' s core areas of infrastructure, real estate, and connectivity. 3)  Keppel had strong financial performance and improved cost efficiency, achieving its cost savings targets early. This led to a higher return on equity (ROE), which increased to an annualized 15.4% in the first half of 2025, up from 10.1% in the full year 2024. Additionally, recurring income contributed nearly 15% of the core business' s nine-month net profit 4)  Keppel is spearheading two new subsea cable projects, enhancing regional connectivity while advancing clean energy and urban renewal, and plans two additional systems to enhance Asian connectivity. The company' s decarbonization strategies align with long-term sustainable investment trends. 5)  Keppel is changing its dividend policy to link payouts directly to its annual net profit, instead of its previous stable dividend approach. The company will use some of the cash from its asset monetization to reward shareholders, with dividends now reflecting the group' s financial performance.  In July 2025, Keppel also announced a S$500 million share buyback program to enhance shareholder returns  6)  Keppel is strategically positioned to benefit from the boom and acceleration of AI development, primarily through its growing focus on digital infrastructure. As AI technologies demand massive amounts of computing power and data storage, Keppel is expanding its business to become a major player in building and managing the critical infrastructure that supports this growth.  Keppel' s transformation into a high-growth asset manager and operator is delivering higher profitability, stronger recurring income, and expanded investment opportunities. With a focus on sustainability, asset monetization, and digital infrastructure,  Keppel is well-positioned for super long-term growth and shareholder value creation. STRONG POSITIVE BREWS IN OCTOBER NOTE: if you don' t have time, at least read the ones in blue la....... October 31 Keppel 9M 2025 Business Update: Earnings growth, asset monetisation, dividend srategy, and future outlook https://www.minichart.com.sg/2025/10/31/keppel-ltd-9m-2025-business-update-earnings-growth-asset-monetisation-dividend-strategy-and-future-outlook/ Keppel stock upgraded from Hold to STRONG Buy Candidate (with a 90% probability price between S$10.85 and S$11.42)  https://stockinvest.us/stock/BN4.SI#:~:text=The%20Keppel%20Corporation%20Limited%20stock%20holds%20a%20sell%20signal%20from,positive%20forecast%20for%20the%20stock. October 30 Keppel' s business update for 9M 2025. The New Keppel' s net profit rose by over 25% yoy in 9M 2025, with all three business segments achieving earnings growth.  https://www.businesstimes.com.sg/companies-markets/keppel-vows-use-part-cash-unlocked-asset-monetisation-reward-shareholders Transcript of questions & answers session of Keppel' s business update for 9M 2025. Keppel vows to use part of cash unlocked in asset monetisation to reward shareholders.  https://links.sgx.com/FileOpen/TRSCR_Keppel%209M2025%20Business%20Update_Transcript%20of%20Question%20Answer%20Session.ashx?App=Announcement& FileID=865549 Keppel' s strategic refocusing and monetization drive: unlocking value for long-term investors https://www.ainvest.com/news/keppel-strategic-refocusing-monetization-drive-unlocking-long-term-investors-2510/ Singapore and Sweden deepen cooperation on clean energy and regional interconnectivity  https://www.siew.gov.sg/resources/articles/detail/2025/10/31/singapore-and-sweden-deepen-cooperation-on-clean-energy-and-regional-interconnectivity Keppel and Siemens Energy collaborate to explore low-carbon power generation solutions https://www.theedgesingapore.com/news/energy/keppel-signs-mou-siemens-explore-low-carbon-power-generation-solutions Keppel Infrastructure Trust' s briefing for retail shareholders hosted by SIAS. SIAS-KIT dialogue session on the investment in Global Marine Group. https://wpcms.keppel.com/wm/cms-site/kpl/file/media/2025/Oct/30-oct-kit/kit-sias-dialogue-session-30-oct-2025.pdf https://links.sgx.com/FileOpen SIAS%20QnAs_Transcript_30%20Oct%202025.ashx?App=Announcement& FileID=865734 Keppel Infrastructure Trust' s strategic dive into subsea digital infrastructure: What investors need to know about the US$91.7 Million Global Marine Group acquisition https://www.minichart.com.sg/2025/10/30/keppel-infrastructure-trusts-strategic-acquisition-of-global-marine-group-investment-highlights-financial-impact-and-egm-details-2-3-5-10-13/ 3 REITs with the strongest balance sheets and steady payout   Keppel DC REIT: Best-In-Class data centre REIT  https://sg.finance.yahoo.com/news/3-reits-strongest-balance-sheets-033000725.html October 29 Increasingly challenging to find suitable land for data centres. Finding the right piece of land is so important that Keppel has developed an AI model that can map out sites with access to power and water, and also hyperscalers' locations: Keppel&rsquo s CEO https://www.businesstimes.com.sg/esg/increasingly-challenging-find-suitable-land-data-centres-keppel-ceo?ref=article-see-also Keppel, Engie collaborate to boost Asia-Pacific&rsquo s transition to low-carbon energy systems. The agreement also seeks to improve business cooperation in the energy sector https://www.businesstimes.com.sg/companies-markets/keppel-engie-collaborate-boost-asia-pacifics-transition-low-carbon-energy-systems?ref=article-bottom-more-in-esg Singapore receives interest from Malaysian firms to export renewable energy through second interconnector https://www.businesstimes.com.sg/esg/singapore-receives-interest-malaysian-firms-export-renewable-energy-through-second-interconnector?ref=article-bottom-more-in-esg October 28 Keppel Infrastructure Trust 9M distributable income up 59.2% at S$168.9 million on divestment gains https://www.businesstimes.com.sg/companies-markets/keppel-infrastructure-trust-9m-distributable-income-59-2-s168-9-million-divestment-gains https://growbeansprout.com/keppel-infrastructure-trust-3q25-dividend JPMorgan upgrades Keppel REIT stock to Overweight on positive DPU outlook https://www.investing.com/news/analyst-ratings/jpmorgan-upgrades-keppel-reit-stock-to-overweight-on-positive-dpu-outlook-93CH-4313092 Keppel REIT Earnings: 9M Net Property Income rises 8.6% to S$161.3M, distribution income slightly down https://sg.finance.yahoo.com/news/keppel-reit-9mfy2025-distributable-income-165151300.html October 27 Singapore to build 700MW data centre park on Jurong Island, pilot biomethane imports: Tan See Leng https://www.businesstimes.com.sg/esg/singapore-build-700mw-data-centre-park-jurong-island-pilot-biomethane-imports-tan-see-leng?ref=article-see-also October 24 Nokia CEO Justin Hotrad says AI is fuelling a long-term growth wave akin to the 1990s internet boom, but plays down bubble fears, as soaring data centre demand powers strong results https://businesschief.com/news/why-nokia-ceo-thinks-ai-is-like-the-internet-boom-of-the-90s Keppel DC Reit' s 9-month distributable income rises 55.5% https://www.businesstimes.com.sg/companies-markets/keppel-dc-reits-9-month-distributable-income-rises-55-5 October 23 Acure Asset Management acquired Riverfront office building at Milton in Brisbane inner-west from Keppel Ltd. for AUD 80 million https://www.businessnewsaustralia.com/articles/acure-asset-management-buys-milton-office-building-for-80m.html October 22 STI could reach 10,000 by 2040: DBS report. Which companies will do the heavy lifting? Keppel among 10 blue chips named. https://www.businesstimes.com.sg/companies-markets/sti-could-reach-10000-2040-singdollar-could-also-hit-parity-greenback-dbs-rep https://www.reuters.com/world/asia-pacific/dbs-expects-singapore-gdp-double-by-2040-singapore-dollar-parity-with-greenback-2025-10-22/ort?ref=article-bottom-most-popular October 21 Singapore' s Keppel takes full control of Cleantech Solar after buying Shell&rsquo s 49% stake for $200 million. https://www.livemint.com/companies/news/singapore-keppel-shell-cleantech-solar-stake-sale-india-11760712505008.html October 20 Keppel' s CEO, Loh Chin Hua, commented that winning the Impact Enterprise of the Year award at the 2025 Sustainability Impact Awards was an " affirmation of Keppel' s commitment to create solutions for a sustainable future" . https://www.youtube.com/watch?v=I8DXyA98frI October 17 Dilhan: Temasek' s path forward in a fragmented world https://www.temasek.com.sg/en/news-and-resources/stories/future/temasek-path-forward-in-a-fragmented-world October 16 Keppel revives S$433.6 million Saigon Centre Phase 3 after decades-long setback https://www.businesstimes.com.sg/international/asean/keppel-revives-s433-6-million-saigon-centre-phase-3-after-decades-long-setback October 15 Keppel DC REIT' s Preferential Offering oversubscribed, raising S$404.5 Million https://www.tipranks.com/news/company-announcements/keppel-dc-reits-preferential-offering-oversubscribed-raising-s404-5-million#google_vignette Keppel, MET Group JV starts up 10-MWp agri-PV plant in Italy https://group.met.com/en/media/press-releases/met-group-completes-agri-pv-park-in-italy/ https://renewablesnow.com/news/keppel-met-group-jv-starts-up-10-mwp-agri-pv-plant-in-italy-1283285/ October 9 Sembcorp Industries (SGX: U96), Keppel Ltd (SGX: BN4), and ST Engineering (SGX: S63): three companies that could shine as Singapore moves towards a cleaner and more sustainable future. https://sg.finance.yahoo.com/news/3-stocks-could-shine-singapore-093000481.html Keppel wins top award at Singapore Apex Corporate Sustainability Awards 2025 https://www.keppel.com/media/keppel-wins-top-award-at-singapore-apex-corporate-sustainability-awards-2025/ JP Morgan initiates new Keppel with $12.50 target here' s why https://www.theedgesingapore.com/capital/brokers-calls/jp-morgan-initiates-new-keppel-1250-target-heres-why https://www.tipranks.com/news/blurbs/j-p-morgan-initiates-a-buy-rating-on-keppel-corporation-limited-bn4-blurbs October 8 Singapore' s Keppel REIT eyeing 75% of Sydney' s Top Ryde City Shopping Centre https://www.reuters.com/world/asia-pacific/singapores-keppel-reit-eyeing-75-sydneys-top-ryde-city-shopping-centre-2025-10-08/ October 6 Japan' s Sumitomo wins Singapore grant to develop ammonia as marine fuel https://www.reuters.com/sustainability/climate-energy/japans-sumitomo-wins-singapore-grant-develop-ammonia-marine-fuel-2025-10-06/ Keppel donates $100,000 to Digital for Life Fund to promote digital literacy and wellness https://sg.finance.yahoo.com/news/keppel-donates-100-000-digital-160714915.html Citaglobal signs joint development agreement with Keppel  to collaborate on bio-CNG projects In Malaysia https://www.insage.com.my/BursaNews/Attachment/202510/20251006/CITAGLB-AN20251006A2-1.pdf October 3 Bifrost subsea cable now ready for service. US-Singapore cable to start carrying traffic in coming weeks https://www.datacenterdynamics.com/en/news/bifrost-subsea-cable-now-ready-for-service/#:~:text=US%2DSingapore%20cable%20to%20start,be%20operational%20by%20Q2%202024. Lighting up Keppel' s Bifrost subsea cable may bring ' positive share price reaction' : CGS International https://www.theedgesingapore.com/capital/brokers-calls/lighting-keppels-bifrost-subsea-cable-may-bring-positive-share-price-reaction https://rfs.cgsi.com/api/download?file=92bc78ed-f1fa-4814-860a-da77486a1895 Keppel-led consortium appointed for next phase of ammonia power and bunkering project on Jurong Island. The project is part of Singapore&rsquo s National Hydrogen Strategy, which was launched in 2022 https://sg.finance.yahoo.com/news/keppel-led-consortium-undertakes-next-013726505.html Keppel, Dell partner to build AI platforms, data centres in Asia.                                                          https://sbr.com.sg/news/keppel-dell-partner-build-ai-platforms-data-centres-in-asia#:~:text=The%20facilities%20will%20feature%20green,consulting%20to%20support%20the%20initiative. October 2 The 10 best-performing stocks on Singapore&rsquo s STI for Q3 (including Yangzijiang, Keppel and Seatrium) https://www.businesstimes.com.sg/companies-markets/10-best-performing-stocks-singapores-sti- Keppel NEXT, Keppel&rsquo s flagship innovation forum, brought together Limited Partners, thought leaders and innovators to explore the technologies shaping tomorrow. https://www.instagram.com/reel/DPXRm4dEfxG/ October 1 Keppel' s sustainability performance recognised in 2025 GRESB Assessment https://www.keppel.com/media/keppels-sustainability-performance-recognised-in-2025-gresb-assessment/ Key Singapore companies (including Keppel) benefiting from the AI and data centre surge https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16362-key-singapore-companies-benefiting-from-the-ai-and-data-centre-surge?highlight=WyJrZXBwZWwiXQ== October, 1 Year Ago If you have not watched this Movie, I suggest you watch it now. It may be one year ago but the insights provided by Loh is very relevant why Keppy is so bloody strong till now, and why from the very onset, I kept defining that this is THE current black market&rsquo s favourite with &ldquo no sell&rdquo button. https://www.bloomberg.com/news/videos/2024-10-29/keppel-china-s-property-challenges-quite-significant-video |
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newbie2019
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01-Nov-2025 10:43
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I am also waiting for Sembcorp. Need to be patient for this one.
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seanpent
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31-Oct-2025 09:07
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Sembcorp going 7
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seanpent
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31-Oct-2025 09:04
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Keppel power ! Sembcorp & Seatrium to be next :) |
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aragosta
Supreme |
22-Oct-2025 23:40
Yells: "BBs never say why when they buy; never tell when they sell" |
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Surprised no body bother about these positive brews......nobody posted these? Not good enough? SEATRIUM Seatrium and Maersk Offshore Wind Head to Arbitration Over $475 Million WTIV Contract Termination https://breakbulk.news/seatrium-and-maersk-offshore-wind-head-to-arbitration-over-475-million-wtiv-contract-termination/ https://www.upstreamonline.com/finance/seatrium-and-maersk-s-475-million-contract-dispute-heads-to-arbitration/2-1-1889338 SEMBCORP Sembcorp Is Said to Be in Talks to Buy Stake in B.Grimm Gas Assets https://www.bloomberg.com/news/articles/2025-10-22/sembcorp-is-said-to-be-in-talks-to-buy-stake-in-b-grimm-gas-assets Singapore will share classified information on cyber attackers with Critical Information Infrastructure owners like water and electricity suppliers https://www.channelnewsasia.com/listen/cna938-rewind/why-singapore-sharing-classified-cyber-intel-critical-sectors-541517 Sembcorp gains conditional approval for 1 GW of imports from Malaysia https://renewablesnow.com/news/sembcorp-gains-conditional-approval-for-1-gw-of-imports-from-malaysia-1283451/ https://www.energyglobal.com/other-renewables/20102025/sembcorp-awarded-conditional-approval-to-import-renewable-energy/ Malaysia, Singapore advance cross-border electricity trade https://www.nst.com.my/business/economy/2025/10/1296725/malaysia-singapore-advance-cross-border-electricity-trad TNB advances Asean power grid with cross-border renewable energy interconnections https://www.klsescreener.com/v2/news/view/1605121/tnb-advances-asean-power-grid-with-cross-border-renewable-energy-interconnections KEPPEL Singapore&rsquo s Keppel takes full control of Cleantech Solar after buying Shell&rsquo s 49% stake for $200 million https://www.livemint.com/companies/news/singapore-keppel-shell-cleantech-solar-stake-sale-india-11760712505008.html Keppel, MET Group JV starts up 10-MWp agri-PV plant in Italy https://renewablesnow.com/news/keppel-met-group-jv-starts-up-10-mwp-agri-pv-plant-in-italy-1283285/ Citaglobal Signs Joint Development Agreement With Keppel To Collaborate On Bio-CNG Projects In Malaysia https://www.insage.com.my/BursaNews/Attachment/202510/20251006/CITAGLB-AN20251006A2-1.pdf POSTED from abroad Genting Dream,      |
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aragosta
Supreme |
16-Oct-2025 12:38
Yells: "BBs never say why when they buy; never tell when they sell" |
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As speculated heavily earlier in the month, on schedule ,   Keppel price is moving aggressively towards ten, means the brewing is confirmed happening ........(remember all these in spite of market conditions)........this morning, some gangs, tried to attack it severely, but unfortunately there' s some caution because of long weekend, and Dow, but the way I see it, next week, no escape from further savage attack. .........provided no nuclear wars.........watch out also for a very very surprising results.......trust me, no bluffing or anyhow guessing one.... remember, everything I said already there .... meanwhile, heard that Seatrium is moving towards a peaceful out of court sort of settlement......... likely getting a buyer for the cancelled WTIV, maybe the end user, who is (I heard ridiculously looking for a replacement for the cancelled vessel for its project)...........a settlement with Maersk, without a costly legal battle, is very possible if it forgo its deposit...........Seatrium think it is not a good idea to go full throttle with Maersk, who is still a very big player in the shipping industry.........so, imagine this highly possible scenario.........Seatrium gets to keep the deposit and prepayments (if any), and manages to sell the WTIV (even at cost). avoid massive legal costs, write back the $200k provisions......... wow! Seatrium is getting (or making) more monies than before the termination of the contract!..........this win and win settlement would sure to spur Seatrium forward,  better than any catalyst!............the coming results, I heard   (without making adjustments to the latestest set backs) is also nothing short of exciting ........ funny, is this why Chris seems quite relaxed........ is this all planned, I wonder.?......... As for the Australian energy assets deals under negotiations........ the question should be asked is, " if not Sembcorp, then who? " ......The gangsters may come out with unbelievable stories but they don' t put misleading plots into stories that would make it more unbelievable.... get the English grammar part here? |
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