Latest Forum Topics /
Keppel
Last:10.49
+0.03
|
|
|
Keppel Corp
|
|||||||||||||||||||||
|
finjungle
Veteran |
13-Aug-2025 15:31
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
A man of wisdom
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
mousemickey
Member |
13-Aug-2025 15:26
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
Very wise  | ||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
|
|||||||||||||||||||||
|
beetlejuice
Master |
13-Aug-2025 15:23
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
人 因 为 希 望 而 伟 大 .
没 希 望 那 跟 咸 鱼 没 两 样 .
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
MrBear12
Supreme |
13-Aug-2025 15:16
Yells: "Cast all our anxieties on Jesus for He cares for us" |
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
Without dreams, we won't hold onto our shares of dreams.
A business without a dream is not worth holding on to. Let's dream beautiful dreams and build up our dreams. Time to hibernate... Bye
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
finjungle
Veteran |
13-Aug-2025 14:46
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
Stock and share prices are fedon dreams
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
|
|||||||||||||||||||||
|
MrBear12
Supreme |
13-Aug-2025 14:43
Yells: "Cast all our anxieties on Jesus for He cares for us" |
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
Shld hit 1200 next year
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
beetlejuice
Master |
13-Aug-2025 14:25
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
I am ok if it takes 3 to 4 years to hit 120毛 .
But must give dividends while we wait.
Btw, our little red dot tends to shine brighter in uncertain times.
In good times, it doesn't get notice much. 🇸 🇬 ✨
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
newbie19
Supreme |
13-Aug-2025 13:45
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
If Keppel executes Vision 2030 smoothly ? especially hitting those big asset monetisation and FUM growth milestones ? then $12 looks possible within the next 12 months, provided:
The broader market sentiment stays positive (no major global downturn).
Singapore?s interest rate cycle starts easing, attracting more investors to dividend + growth plays.
Key catalysts like large data centre deals or big fund commitments come through.
If those align, $12 could happen faster, maybe in under a year.
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
|
|||||||||||||||||||||
|
SDEXXXXD
Veteran |
13-Aug-2025 12:47
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
Good move....we shall be rewarded as they realize the vision2030
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
YuanLong94
Member |
13-Aug-2025 12:41
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
I vested in keppel because bank interest is coming down. For OCBC 365 , from 4.85% 2023 to 3.3% at May 2025 to 2.4% in August 2025. With monetization and sharebuyback,  Keppel dividends of 0.34 cent/share with potential capital gain seem more attractive. Aug 2023 6.8(5% dividends) , Aug 2024 5.9(5.7% dividends) , Aug 2025 8.4 (4.0% dividends).  I believe, if interest rate is going down further, more money as a whole from the market will be vested into the stock.  If based on 3.5% dividends, Keppel will be 9.7 SGD? If based on 3% dividends, Keppel will be 11.3 SGD?
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
Louistan
Senior |
13-Aug-2025 11:30
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
Gong asset light does not mean the alternative use of funds will generate more profit. Execution is important. 
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
FATABA
Supreme |
13-Aug-2025 09:58
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
I cant agree w you more .....why cant they be transparent and give SH the full actual picture.  Even if this M1 is sold w a lost ...so what as it alone is a sunset business.....keep saying the enterprise side is so good and so much potential  ( then show it ) . I do think the Kep management is getting a little arogant w rising share price.  ( hope I am wrong )  Dyodd
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
|
|||||||||||||||||||||
|
YuanLong94
Member |
13-Aug-2025 09:03
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
They will get 1 Billion SGD Cash from Simba. Exclude the 300 million crafted unit, is nt part of the deal. 
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
investshare
Supreme |
13-Aug-2025 05:50
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
3. $200+ Accounting loss but NTA improve, this means there is at lease $200+ goodwill in M1. Question then is why Keppel management accepted it is not important now but did not impair it in past reviews?
4. Why refuse to disclose the goodwill component in the carved out $300m? We do not want repeat of item 3. |
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
investshare
Supreme |
13-Aug-2025 05:41
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
Honestly I do not like how this is handled.
Why can?t just be transparent about how much they get from the sale? 1. Keep saying $1B, but then it included the remaining $300M (which still included goodwill) and past dividend. 2. Keep brushing off saying it is just accounting loss, then why reward yourself when you get accounting gain? |
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
jpts66
Member |
12-Aug-2025 21:47
|
||||||||||||||||||||
|
x 1
x 0 Alert Admin |
SBB
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
JurongW
Elite |
12-Aug-2025 18:22
Yells: "Earnings give weight, Chart give wings" |
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
Share buyback today - 1,370,000 shares between $8.28 and $8.40 ($11.45 million) | ||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
YuanLong94
Member |
12-Aug-2025 18:08
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
Actually, the dividends have changed for sembcorp
With similar net profit as Keppel for past 2 yeaers.
Sembcorp dividends
From 0.07(2022) to 0.13 (2023), 0.14(2024) and 0.26 (2025)
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
Louistan
Senior |
12-Aug-2025 17:59
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
Slowing down gradually. Few more days for the selling to be exhausted for SCI.
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||
|
Cadence88
Veteran |
12-Aug-2025 17:31
|
||||||||||||||||||||
|
x 0
x 0 Alert Admin |
Similar volumes of selling in SCI today ...
|
||||||||||||||||||||
| Useful To Me Not Useful To Me | |||||||||||||||||||||

