Latest Forum Topics /
Keppel
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Manulife US REIT IPO
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foxstaking
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11-Aug-2025 11:56
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Institutions may sell into strength if they see the price overshooting fundamentals, leaving late-arriving retail traders holding high-entry positions. | ||||
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Stocky901
Supreme |
11-Aug-2025 11:42
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Be careful ahh.. 😅 don't step on the mines ...
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Johnsnow
Elite |
11-Aug-2025 11:38
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Disposal now and reinvest into other business don't let the huge armies of indians drag keppell.now | ||||
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beetlejuice
Master |
11-Aug-2025 11:35
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Unleash the Kraken! 💰 🧧
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geographic
Senior |
11-Aug-2025 11:34
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Good timing to release the results on XD day. | ||||
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Johnsnow
Elite |
11-Aug-2025 11:31
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Keppel understand they need to sell it, 80% of the current strengthen are mainly indians and let Simba take over this , as indian are sweet talkers zero result.... | ||||
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talonn
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11-Aug-2025 11:23
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Unhalt and let it soar! Gong Xi to holders in advance!~ | ||||
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FATABA
Supreme |
11-Aug-2025 10:15
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Despite an estimated accounting loss to Keppel of S$222 million1, the transaction crystalises value from Keppel&rsquo s investment in M1 over the years. Taking into account Keppel&rsquo s initial investment in M1 in 1994 as one of its founding members, the subsequent privatisation of M1 as well as dividends and divestment proceeds from 1994 to 2025, Keppel is expected to receive cumulative cash of more than S$700 million with the Proposed Transaction. Keppel also continues to retain M1&rsquo s ICT business and certain assets excluded from the Proposed Transaction. DYODD |
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newbie19
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11-Aug-2025 09:18
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Most probably in the afternoon.
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damianlee
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11-Aug-2025 09:15
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when will the halt be lifted? | ||||
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des_khor
Supreme |
11-Aug-2025 08:49
Yells: "Tell me who is God or Market Fortune Teller in this forum ??" |
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Short term gain long term pain as EPS will come down ! | ||||
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newbie19
Supreme |
11-Aug-2025 08:47
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Heng, Ong, Huat ah. 👍 🏻 👍 🏻 😆 😆 😆
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piscesmonkey
Supreme |
11-Aug-2025 08:05
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$10 coming. Simba getting strong.
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spursfan
Supreme |
11-Aug-2025 08:04
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Media Release
Keppel to unlock close to S$1.0b in cash from sale of M1?s telco business to Simba ? Proposed transaction strengthens Singapore?s telco sector, and benefits both the industry and consumers by bringing together two agile and innovative companies to create a nimble and competitive digital-first telco that can scale more efficiently. ? Enlarged entity better placed to accelerate investments into 5G and digital infrastructure, boosting service quality while contributing to more resilient networks and a future-ready digital ecosystem. ? Enables investments in future technologies to make the business more resilient and responsive in cybersecurity, AI and sustainability. https://links.sgx.com/1.0.0/corporate-announcements/KELWOT89HREQ4ONF/855003_2.%20MREL%20-%20Keppel%20sale%20of%20M1%20telco%20business_11082025_Final.pdf |
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piscesmonkey
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11-Aug-2025 07:50
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Big news. Going above 10dollar🤣
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spursfan
Supreme |
11-Aug-2025 07:47
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Trading halt - pending disclosure of material developments |
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PiRPiR
Master |
08-Aug-2025 23:28
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https://www.businesstimes.com.sg/companies-markets/new-keppel-shows-promise-m1-sale-and-green-projects-could-stir-more-excitement
CGS International analysts estimate M1?s consumer business to be worth between S$700 million and S$900 million, and see its divestment as a potential re-rating catalyst. PHOTO: YEN MENG JIIN, BT CGS International analysts estimate M1?s consumer business to be worth between S$700 million and S$900 million, and see its divestment as a potential re-rating catalyst. PHOTO: YEN MENG JIIN, BT CGS International analysts estimate M1?s consumer business to be worth between S$700 million and S$900 million, and see its divestment as a potential re-rating catalyst. PHOTO: YEN MENG JIIN, BT [SINGAPORE] Once the world?s largest offshore rig builder, Keppel is doubling down on efforts to transform into an asset manager ? most recently with its plans to divest a S$14.4 billion portfolio of non-core assets. The move carries the promise of a more streamlined focus and resilient earnings growth. Further catalysts that investors can look out for include the potential sale of M1?s consumer mobile business, as well as Keppel?s green energy projects, riding on the momentum of the Asean power grid. M1 is a subsidiary of Keppel. But whether investors will eventually re-rate Keppel to trade at the richer valuations of global asset managers ? such as KKR and Blackstone ? remains to be seen. In its latest earnings on Jul 31, Keppel announced that it will ?substantially? monetise a portfolio of non-core assets by 2030. The portfolio includes legacy offshore and marine assets, residential land bank, certain property developments and S$2.9 billion of embedded cash and receivables. The market is certainly upbeat. News of the divestment, coupled with a S$500 million share buyback, lifted Keppel?s share price to a six-year high on Jul 31. At least 10 analysts now have ?buy? calls on Keppel, of whom seven have upgraded target prices in the past week. DBS Group Research analyst Ho Pei Hwa said that Keppel offers a ?unique and unrivalled proposition as a global asset manager?, and upgraded her target price to S$10, from S$9 previously. She projects an 8 per cent compound annual growth rate for core earnings over the next two years, while noting that the company looks set to hit its target of S$100 billion in funds under management ahead of the 2026 deadline. Phillip Capital?s research head Paul Chew expects an ?earnings spurt? over the next two to three years. He sees growth in 2026 being driven by three projects: real estate development Keppel South Central, the Keppel Sakra Cogen power plant and the Bifrost Cable System, with subsea cables that connect Singapore directly to North America. Potential M1 sale In the near term, there are other catalysts that investors can look out for. One is the potential sale of telco M1?s consumer business, which Keppel chief executive Loh Chin Hua indicated the company remains open to, during an earnings briefing on Jul 31. Such a sale is likely to cheer the market. CGS International analysts estimate M1?s consumer business to be worth between S$700 million and S$900 million, and see its divestment as a potential re-rating catalyst. Chatter about the sale of M1 has been long ongoing, with fresh talk about a potential merger with StarHub surfacing last year. The telco market is ?overcrowded?, with four operators and about seven mobile virtual network operators, noted Manjot Singh Mann, the CEO of Keppel?s connectivity segment, at the briefing. Many SIM-only plans are replacing contract plans, diluting average revenue per user across the industry. Consolidation may then be only a matter of time, and a fruition of long-held expectations would certainly be a positive. At the same time, Keppel stands to benefit from retaining M1?s enterprise business, which complements its data centres. ?(We) do see a lot of organisations digitalising their businesses and looking for either hybrid cloud or multi-cloud solutions. So, that is where we do see synergy between our enterprise business and our data centre business,? said Mann. Asean grid opportunities Another catalyst that investors can look out for is Keppel?s efforts to import renewable energy and contribute to the building of an Asean power grid, even amid the US-led backlash on green projects and the threat of tariffs. A significant tailwind is Singapore?s plans to import 6 gigawatts (GW) of low-carbon electricity by 2035. Keppel already has two projects contributing to this effort. In 2023, its unit Keppel Energy secured conditional approval from Singapore?s energy authority to import 1 GW of clean energy from Cambodia. Last year, Keppel Energy also secured a conditional licence to import 300 megawatts (MW) of solar power from Indonesia. A conditional approval and conditional licence are the first and second steps, respectively, towards obtaining a full licence for energy import projects. With the two projects, Keppel has unlocked ?very large-scale? opportunities, said Cindy Lim, CEO of the infrastructure business, on Jul 31. For instance, the 300 MW Indonesia project translates to an upstream generation capacity of about 2 to 2.5 GW of photovoltaic systems, as well as 5 gigawatt-hours of battery energy storage. ?The opportunities for an Asean power grid are very promising... We see Keppel as a front runner in this regard, and we will be playing our part to work with regulatory authorities across Asean, as well as with agencies in Singapore, to make this happen,? noted Lim. Keppel is also building Singapore?s first hydrogen-compatible power plant: the 600 MW Keppel Sakra Cogen Plant on Jurong Island, which is set to commence operations in the first half of 2026. Lim disclosed that Keppel may ?give a positive surprise? by bringing the Sakra plant onstream earlier. The plant will expand the company?s generation capacity by nearly 50 per cent, from 1.3 GW to 1.9 GW. These projects could lift Keppel?s infrastructure division, which saw a 12 per cent fall in revenue to S$2 billion for the first half of 2025, due to lower net generation in the integrated power business. The segment?s net profit was down 4.9 per cent, at S$346.6 million. CGS International sees infrastructure as the ?clear driver? for ?New Keppel?. To be sure, Keppel?s green power efforts come in the face of significant headwinds. Global sentiment on renewable energy has cooled, with the US doubling down on oil and gas. Tariffs remain another big wild card in this business. That said, South-east Asia?s march towards renewable energy has been undeniable, with the improving economics of solar energy and the clear need for energy security. Keppel?s ability to ride this trend could prove to be a long-term growth catalyst. Valuation boost? At the earnings briefing on Jul 31, Loh suggested that Keppel could be compared to global asset managers KKR, Brookfield, BlackRock and Blackstone. He also expressed hope for a re-rating of the stock. ?As we accelerate the growth of ?New Keppel?, we expect that the market will re-rate our stock price and accord us a growth multiple,? he said. It will be worth observing if the current market bullishness translates to richer valuations over time. Keppel now trades at 17.2 times earnings ? still some way behind BlackRock, which trades at 27 times earnings, Blackstone at 44.9 times and KKR at 65.1 times. Whether investors will value Keppel at the levels of these asset management giants could depend on the pace and execution of the non-core asset divestments. |
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PiRPiR
Master |
08-Aug-2025 19:54
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https://www.businesstimes.com.sg/companies-markets/reits-property/keppel-raises-s6-3-billion-private-funds-education-and-data-centre-assets
Keppel raises S$6.3 billion in private funds for education and data centre assets |
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PiRPiR
Master |
08-Aug-2025 13:27
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Edge2025-08-08 12:02
Keppel has raised $6.3 billion in total funds under management (FUM) y-t-d- for its private fund strategies in data centres, education assets and sustainable urban renewal. This includes the latest capital commitments of approximately US$700 million ($907 million) secured from global institutional investors for its Keppel Education Asset Fund II (KEAF II) and Keppel Data Centre Fund III (KDCF III). These commitments represent approximately $2.3 billion in new FUM. Keppel?s secured an additional US$500 million in committed capital from one of Europe?s largest pension funds, boosting its dry powder for investments in the education sector. This follows KEAF II?s successful first close in April 2025 with commitments from both returning and new LPs across sovereign wealth, insurance, pension and endowment institutions. With this latest capital commitment, KEAF II?s total capital raised has crossed US$800 million, translating into more than $2.6 billion in FUM. Keppel says that KEAF II is the second value-add fund in the Keppel Education Asset Fund series. The flagship series focuses on strategic investments in education-related assets and facilities. As its first investment, KEAF II has entered into a partnership agreement with Precinct Properties Group to acquire an 80% stake in a purpose-built student accommodation (PBSA) facility in Auckland, New Zealand. It is slated for completion in 2028. This strategic investment allows KEAF II to capitalise on the growing demand for quality student accommodation in Auckland. Other assets in KEAF II?s US$3 billion investment pipeline include properties located mainly in Australia, Japan, Singapore and South Korea. Meanwhile, KDCF III secured an additional US$200 million in capital, bringing its total capital raised to nearly US$800 million to date, representing more than $2.6 billion in FUM3. KDCF III will invest in a portfolio of sustainable, best-in-class data centres across Asia Pacific. It will focus on securing pre-commitments or high leasing certainty from hyperscale customers. Shares in Keppel closed 11 cents higher or 1.288% up at $8.65 on Aug 7. |
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newbie19
Supreme |
08-Aug-2025 12:06
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Happy 60th Birthday, Singapore! 🇸 🇬 From a humble trading port in 1965 to a world-class global hub in 2025, Singapore has transformed into a beacon of stability, innovation, and prosperity. Strong governance, forward-looking policies, and a resilient people have powered this remarkable journey. With its solid economy, strategic position, and investor confidence, Singapore?s market is set to shine ? and yes, shares could be ready to fly high soon alongside the celebrations! 🎉 Singapore @ 60 ? Time to Soar! 🇸 🇬 📈 From kampongs to skyscrapers, Singapore?s 60-year journey is a masterclass in vision and grit. Now a global financial powerhouse, the Lion City roars with confidence! With investors? eyes on our resilient economy and world-class companies, this birthday bash could see the SGX light up like fireworks ? watch those shares fly! 🚀 💰 $10 coming soon!! Watch out. | ||||
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