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Latest Forum Topics / Keppel    Last:10.66    -0.21  Post Reply
Keppel Corp

newbie19
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24-Jul-2023 11:00     
 
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 Alert Admin 		Keppel evening show time and Ah Sea is morning shows....

beetlejuice      ( Date: 24-Jul-2023 10:53) Posted:

Yeah, eagerly awaiting 27th & 28th. Both morning shows right? 💰 🧧

FATABA      ( Date: 24-Jul-2023 10:42) Posted:

Cant agree w you more ....KEP has tons of experience in sourcing cheap asset and enhancing it w a good profit. 
Last sale in Korea net $64M if not wrong ......another 2 are coming up. 
ALSO not forgeting the landbank within Kepland ....CEO has opening remark that it is a waste NOT to capitalise on this ...haha
Happy investing . Awaiting patiently for 27th Update.  Dyod
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beetlejuice
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24-Jul-2023 10:53     
 
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 Alert Admin 		Yeah, eagerly awaiting 27th & 28th. Both morning shows right? 💰 🧧

FATABA      ( Date: 24-Jul-2023 10:42) Posted:

Cant agree w you more ....KEP has tons of experience in sourcing cheap asset and enhancing it w a good profit. 
Last sale in Korea net $64M if not wrong ......another 2 are coming up. 
ALSO not forgeting the landbank within Kepland ....CEO has opening remark that it is a waste NOT to capitalise on this ...haha
Happy investing . Awaiting patiently for 27th Update.  Dyodd

lifeisgood      ( Date: 24-Jul-2023 10:09) Posted:

Probably after Keppel did Asset Enhancement on the building, it will be worth above $100,000 per sq
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leroy55
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24-Jul-2023 10:52     
 
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 Alert Admin 		when coming out?

pursuer76      ( Date: 24-Jul-2023 10:26) Posted:

Results announcing soon and Keppel has been lausai for past 2 trading days. What does that imply?
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newbie19
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24-Jul-2023 10:50     
 
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 Alert Admin 		Will be good news and at least 15c dividends....yeslaugh
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FATABA
Supreme
24-Jul-2023 10:42     
 
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 Alert Admin 		Cant agree w you more ....KEP has tons of experience in sourcing cheap asset and enhancing it w a good profit. 
Last sale in Korea net $64M if not wrong ......another 2 are coming up. 
ALSO not forgeting the landbank within Kepland ....CEO has opening remark that it is a waste NOT to capitalise on this ...haha
Happy investing . Awaiting patiently for 27th Update.  Dyodd

lifeisgood      ( Date: 24-Jul-2023 10:09) Posted:

Probably after Keppel did Asset Enhancement on the building, it will be worth above $100,000 per sqm

stockpicker      ( Date: 24-Jul-2023 00:05) Posted:

This table is extract from skyjuice blog to show the Keppel' s acquisition is not expensive afterall.


 
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stockpicker
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24-Jul-2023 10:31     
 
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 Alert Admin 		Possible. They did that to the 3 buildings sold to them by SamSung in 2019.  They msde them alive by bringing anchor tenants,  then sold them in 2021 for a handsome profit.  Much to impress this Korean Economic new agency

https://www.kedglobal.com/alternative-investments/newsView/ked202101150008
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spec008
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24-Jul-2023 10:27     
 
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 Alert Admin 		Somebody knows something

pursuer76      ( Date: 24-Jul-2023 10:26) Posted:

Results announcing soon and Keppel has been lausai for past 2 trading days. What does that imply?
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pursuer76
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24-Jul-2023 10:26     
 
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 Alert Admin 		Results announcing soon and Keppel has been lausai for past 2 trading days. What does that imply?
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lifeisgood
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24-Jul-2023 10:09     
 
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 Alert Admin 		Probably after Keppel did Asset Enhancement on the building, it will be worth above $100,000 per sqm

stockpicker      ( Date: 24-Jul-2023 00:05) Posted:

This table is extract from skyjuice blog to show the Keppel' s acquisition is not expensive afterall.


 

stockpicker      ( Date: 23-Jul-2023 22:59) Posted:

Just to add for information.    If the acquisition price is S$480 million and the building has a gross floor area of 15,000 sqm according to Edge,  then we can work out that the unit price is around S$30.000 per sqm.  Sounds very expensie.  It is about 2X our unit price in Singapore CBD area which is around S$12,000 to S$15,000 per Sqm.  However,  this Korea Economic news reported that the cost of office building hit record high in 2021.    The highest was KRW 400 millioin per pyeong, or 3.3 square meters.  This works out to S$120,000 per sqm which is 4X the Keppel' s acquisition price.  So we cannot use Sg' s yard stick to judge.this acquisition

https://www.kedglobal.com/real-estate/newsView/ked202105180006
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stockpicker
Master
24-Jul-2023 00:05     
 
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 Alert Admin 		This table is extract from skyjuice blog to show the Keppel' s acquisition is not expensive afterall.


 

stockpicker      ( Date: 23-Jul-2023 22:59) Posted:

Just to add for information.    If the acquisition price is S$480 million and the building has a gross floor area of 15,000 sqm according to Edge,  then we can work out that the unit price is around S$30.000 per sqm.  Sounds very expensie.  It is about 2X our unit price in Singapore CBD area which is around S$12,000 to S$15,000 per Sqm.  However,  this Korea Economic news reported that the cost of office building hit record high in 2021.    The highest was KRW 400 millioin per pyeong, or 3.3 square meters.  This works out to S$120,000 per sqm which is 4X the Keppel' s acquisition price.  So we cannot use Sg' s yard stick to judge.this acquisition

https://www.kedglobal.com/real-estate/newsView/ked202105180006

stockpicker      ( Date: 23-Jul-2023 08:55) Posted:

Dun think the acquisition of the expensive office building will have any material impact.    Korea' s good office vacancy rate at the moment is low and property is stablised.  Even at very bad time during the Pandemic,  Keppel was able to make good money from property transactions as long as the properties are good office and in good locatioin.  The acquired building was formerly Bank of Korea' s  Headquarter right in the CBD area.  Moreover,  the few hundred million asset is not even 1% of their existing asset portfolio.

https://skyjuiceiswater3.blogspot.com/2023/07/singapore-stock-keppel-corporation.html
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stockpicker
Master
23-Jul-2023 22:59     
 
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 Alert Admin 		Just to add for information.    If the acquisition price is S$480 million and the building has a gross floor area of 15,000 sqm according to Edge,  then we can work out that the unit price is around S$30.000 per sqm.  Sounds very expensie.  It is about 2X our unit price in Singapore CBD area which is around S$12,000 to S$15,000 per Sqm.  However,  this Korea Economic news reported that the cost of office building hit record high in 2021.    The highest was KRW 400 millioin per pyeong, or 3.3 square meters.  This works out to S$120,000 per sqm which is 4X the Keppel' s acquisition price.  So we cannot use Sg' s yard stick to judge.this acquisition

https://www.kedglobal.com/real-estate/newsView/ked202105180006

stockpicker      ( Date: 23-Jul-2023 08:55) Posted:

Dun think the acquisition of the expensive office building will have any material impact.    Korea' s good office vacancy rate at the moment is low and property is stablised.  Even at very bad time during the Pandemic,  Keppel was able to make good money from property transactions as long as the properties are good office and in good locatioin.  The acquired building was formerly Bank of Korea' s  Headquarter right in the CBD area.  Moreover,  the few hundred million asset is not even 1% of their existing asset portfolio.

https://skyjuiceiswater3.blogspot.com/2023/07/singapore-stock-keppel-corporation.html
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Wind888
Senior
23-Jul-2023 21:39     
 
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 Alert Admin
Article from the Smart Investor dated 19 July. Pse DYODD.......
**************
Earnings Season is Around the Corner: 4 Singapore Stocks That Could Increase Their Dividends. (Genting Singapore,  StarHub Ltd,Civmec Ltd &

Keppel Corporation Limited (SGX: BN4)

Keppel Corporation is a global asset manager and operator in the areas of infrastructure, real estate and connectivity.

The group operates in more than 20 countries providing services for clean energy, sustainable urban renewal, and digital connectivity.

Keppel, like Genting Singapore, also reported a strong 1Q 2023 with both revenue and net profit rising year-on-year.

In addition, the group also achieved asset monetisation of S$4.9 billion announced to date, putting it on track to achieve its S$5 billion monetisation target.

If Keppel can keep up the momentum, there is a decent chance it can pay out an interim dividend that is higher than the S$0.15 that was paid in the prior year.

The group is hard at work on business initiatives to create more value for shareholders.

In late May, Keppel partnered with  United Overseas Bank  (SGX: U11) to jointly develop and provide businesses with a comprehensive suite of sustainability and digitalisation solutions.

Elsewhere, the asset manager is also building up its energy-as-a-service (EAAS) business in both Thailand and Vietnam.

Keppel secured two contracts for EAAS for a hotel and shopping mall in Bangkok last month and secured contracts worth over US$70 million to provide long-term EAAS to several locations in Ho Chi Minh earlier this month.

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stockpicker
Master
23-Jul-2023 18:24     
 
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 Alert Admin 		Not all companies would have the same simple, straight and comprehensive Corporate strategies that everyone can understand when they invest, Today,  whether a company can make money or not depends very much on their strategies.  Diversification and calculated risk taking would usually give a company better edge in competition but it might not fit the appetite of some or many.  For us as small and kujinkura investors,  it is always good to be cautious. DOODD before we invest. We make some and we lose some.   Happy trading.

beetlejuice      ( Date: 23-Jul-2023 17:45) Posted:

前 怕 狼 , 后 怕 虎 ... analysis paralysis. Just conc attn on the fundamentals of the company. When the going gets tough, the tough gets going. A strong company will climb any wall of worry.

ssw518      ( Date: 23-Jul-2023 11:10) Posted:

Just sharing some thought and questionair

1) anyone have it' s property investment profile in China? one major discusion is, another round of possibly
defualt might happen to few of the survivor from last few one.

2) Investment in Korea is seems dangerous as North and South tension keeps growing plus downturn
of Samsung might hurt overall economy, employment etc, cannot remember but heard gdp could be few percent diff.

3) Question had been flowing around on the relistic target of green 2030 worldwide, given the current economy strenght,
it seems to be nice to have now due to climate but costly to execute plus resistant from most country who control energy.
Russia / Suadi Arab / Middle East, those who depends a lot on oil to sustain the country, need the different source of income
to stabalised first before taking another step.I say what " " if" " , all this country cut export of Oil to bargain? One thing to note,
China seems to be grabing or booking all cheap oil from the market which they don' t need at current economy, reason unknown.

4) Since KOM and SMM merge till now, I still cannot answer these question.
Seatrium manage by the same team in KOM bag super big order right after the merger, cliam to be super good prospec / earning
in future, Keppel don' t know this deal before merger? They report to them and such a big contract normally takes months.
If so good why sell Seatriun shares, should not even plan to sell shares initially just hold till near 2030 for div or when Seatrium
is 30, 50 cents or even 1 dollars as some cliam.  althought both seatrium and keppel px are moving up / down side by side most
of the time, some bad decision made somewhere? Unknown. Nevertheless, since most ppl hear
says KOM management very good and will bring Seatrium to the sky, then why hold given Keppel max from investors here say
will hit 10 dollars from current 6++ and Seatrium will hit 1 dollars from 0.14+.

sharing to newbies, 
tcss only, not vested in both after seatriun form and pls don' t hoot me, thank
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beetlejuice
Master
23-Jul-2023 17:45     
 
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 Alert Admin 		前 怕 狼 , 后 怕 虎 ... analysis paralysis. Just conc attn on the fundamentals of the company. When the going gets tough, the tough gets going. A strong company will climb any wall of worry.

ssw518      ( Date: 23-Jul-2023 11:10) Posted:

Just sharing some thought and questionair

1) anyone have it' s property investment profile in China? one major discusion is, another round of possibly
defualt might happen to few of the survivor from last few one.

2) Investment in Korea is seems dangerous as North and South tension keeps growing plus downturn
of Samsung might hurt overall economy, employment etc, cannot remember but heard gdp could be few percent diff.

3) Question had been flowing around on the relistic target of green 2030 worldwide, given the current economy strenght,
it seems to be nice to have now due to climate but costly to execute plus resistant from most country who control energy.
Russia / Suadi Arab / Middle East, those who depends a lot on oil to sustain the country, need the different source of income
to stabalised first before taking another step.I say what " " if" " , all this country cut export of Oil to bargain? One thing to note,
China seems to be grabing or booking all cheap oil from the market which they don' t need at current economy, reason unknown.

4) Since KOM and SMM merge till now, I still cannot answer these question.
Seatrium manage by the same team in KOM bag super big order right after the merger, cliam to be super good prospec / earning
in future, Keppel don' t know this deal before merger? They report to them and such a big contract normally takes months.
If so good why sell Seatriun shares, should not even plan to sell shares initially just hold till near 2030 for div or when Seatrium
is 30, 50 cents or even 1 dollars as some cliam.  althought both seatrium and keppel px are moving up / down side by side most
of the time, some bad decision made somewhere? Unknown. Nevertheless, since most ppl hear
says KOM management very good and will bring Seatrium to the sky, then why hold given Keppel max from investors here say
will hit 10 dollars from current 6++ and Seatrium will hit 1 dollars from 0.14+.

sharing to newbies, 
tcss only, not vested in both after seatriun form and pls don' t hoot me, thank
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des_khor
Supreme
23-Jul-2023 16:48     
 
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Yells: "Tell me who is God or Market Fortune Teller in this forum ??"
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 Alert Admin 		What's the reason Keppel mot to disclose the purchase price ? Market dislike uncertainty! KC pls be transparent !
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vicloo
Supreme
23-Jul-2023 15:49     
 
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 Alert Admin 		Possible reason for point number 3... keppel has its owned projects too, current high interests environmental... cash is king. Selling seatrium shares allow KC to have more cash to support its own business reducing borrowing with high interests

ssw518      ( Date: 23-Jul-2023 11:10) Posted:

Just sharing some thought and questionair

1) anyone have it' s property investment profile in China? one major discusion is, another round of possibly
defualt might happen to few of the survivor from last few one.

2) Investment in Korea is seems dangerous as North and South tension keeps growing plus downturn
of Samsung might hurt overall economy, employment etc, cannot remember but heard gdp could be few percent diff.

3) Question had been flowing around on the relistic target of green 2030 worldwide, given the current economy strenght,
it seems to be nice to have now due to climate but costly to execute plus resistant from most country who control energy.
Russia / Suadi Arab / Middle East, those who depends a lot on oil to sustain the country, need the different source of income
to stabalised first before taking another step.I say what " " if" " , all this country cut export of Oil to bargain? One thing to note,
China seems to be grabing or booking all cheap oil from the market which they don' t need at current economy, reason unknown.

4) Since KOM and SMM merge till now, I still cannot answer these question.
Seatrium manage by the same team in KOM bag super big order right after the merger, cliam to be super good prospec / earning
in future, Keppel don' t know this deal before merger? They report to them and such a big contract normally takes months.
If so good why sell Seatriun shares, should not even plan to sell shares initially just hold till near 2030 for div or when Seatrium
is 30, 50 cents or even 1 dollars as some cliam.  althought both seatrium and keppel px are moving up / down side by side most
of the time, some bad decision made somewhere? Unknown. Nevertheless, since most ppl hear
says KOM management very good and will bring Seatrium to the sky, then why hold given Keppel max from investors here say
will hit 10 dollars from current 6++ and Seatrium will hit 1 dollars from 0.14+.

sharing to newbies, 
tcss only, not vested in both after seatriun form and pls don' t hoot me, thank
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ssw518
Supreme
23-Jul-2023 11:10     
 
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  x 0
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 Alert Admin 		Just sharing some thought and questionair

1) anyone have it' s property investment profile in China? one major discusion is, another round of possibly
defualt might happen to few of the survivor from last few one.

2) Investment in Korea is seems dangerous as North and South tension keeps growing plus downturn
of Samsung might hurt overall economy, employment etc, cannot remember but heard gdp could be few percent diff.

3) Question had been flowing around on the relistic target of green 2030 worldwide, given the current economy strenght,
it seems to be nice to have now due to climate but costly to execute plus resistant from most country who control energy.
Russia / Suadi Arab / Middle East, those who depends a lot on oil to sustain the country, need the different source of income
to stabalised first before taking another step.I say what " " if" " , all this country cut export of Oil to bargain? One thing to note,
China seems to be grabing or booking all cheap oil from the market which they don' t need at current economy, reason unknown.

4) Since KOM and SMM merge till now, I still cannot answer these question.
Seatrium manage by the same team in KOM bag super big order right after the merger, cliam to be super good prospec / earning
in future, Keppel don' t know this deal before merger? They report to them and such a big contract normally takes months.
If so good why sell Seatriun shares, should not even plan to sell shares initially just hold till near 2030 for div or when Seatrium
is 30, 50 cents or even 1 dollars as some cliam.  althought both seatrium and keppel px are moving up / down side by side most
of the time, some bad decision made somewhere? Unknown. Nevertheless, since most ppl hear
says KOM management very good and will bring Seatrium to the sky, then why hold given Keppel max from investors here say
will hit 10 dollars from current 6++ and Seatrium will hit 1 dollars from 0.14+.

sharing to newbies, 
tcss only, not vested in both after seatriun form and pls don' t hoot me, thank
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stockpicker
Master
23-Jul-2023 08:55     
 
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 Alert Admin 		Dun think the acquisition of the expensive office building will have any material impact.    Korea' s good office vacancy rate at the moment is low and property is stablised.  Even at very bad time during the Pandemic,  Keppel was able to make good money from property transactions as long as the properties are good office and in good locatioin.  The acquired building was formerly Bank of Korea' s  Headquarter right in the CBD area.  Moreover,  the few hundred million asset is not even 1% of their existing asset portfolio.

https://skyjuiceiswater3.blogspot.com/2023/07/singapore-stock-keppel-corporation.html
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spec008
Veteran
21-Jul-2023 16:59     
 
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 Alert Admin 		Ha ha small boys united..🤣 🤣 🤣

newbie19      ( Date: 21-Jul-2023 16:48) Posted:

We hug together and walk..💪 💪 💪 🙏 🙏 😆 😆

spec008      ( Date: 21-Jul-2023 16:45) Posted:

Thanks for the support...you will never walk alone i guess...💪 💪 💪


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stockpicker
Master
21-Jul-2023 16:55     
 
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 Alert Admin 		Presently,  they only have a T Tower in Seoul with a valuation of about S$300 million.      Anyway,  traders will always " sell first,  find out  later"
https://www.keppelreit.com/property-portfolio/south-korea/t-tower/
 

Goldfinger      ( Date: 21-Jul-2023 15:22) Posted:

I don' t think the building cost $2.6 billion. That is the total portfolio value? Anyone can find the price of the purchase?

Singapore, 20 July 2023 &ndash Keppel&rsquo s private funds, Keppel Asia Macro Trends Fund IV (KAMTF IV) and a Co-investment Programme (CIP) committed by a leading Korean financial institution, have acquired the Bank of Korea' s Sogong Annex Facility (the Property) in Seoul&rsquo s CBD. With this latest acquisition, Keppel has closed over KRW 1.4 trillion (S$1.5 billion) worth of deals in South Korea since 2021, among other prime real estate and infrastructure assets, bringing Keppel&rsquo s South Korean assets under management to almost KRW 2.6 trillion (S$2.6 billion). 

stockpicker      ( Date: 21-Jul-2023 14:39) Posted:

The traders must have of the view that the S$2.6 billion expenditure for buying the Seuol Tower is a big ticket item.  The expenditure could have impact on the earnings of Keppel.  It might even cause a cut in the dividend.  Given time,  the effect of the news will soon wear off.    The BBs must have got news about the purchase beforehand,  pump up in the few days and dump to get some quick money
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