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Keppel Corp
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Wind888
Senior |
20-Apr-2023 09:04
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Keppel and ExxonMobil to explore low-carbon ammonia solutions for Singapore SINGAPORE, 20 April 2023 - Keppel Infrastructure1 and ExxonMobil Asia Pacific have announced the signing of a Memorandum of Understanding (MOU) to develop access to low-carbon hydrogen and ammonia for scalable commercial and industrial applications in Singapore. In addition to being a hydrogen carrier and storage medium, ammonia can be used directly as a carbon-free fuel or broken down into carbon-free hydrogen for use in power generation, as well as feedstock for refinery and petrochemical operations. This MOU follows the Singapore government&rsquo s launch of its National Hydrogen Strategy in October 2022, which expects hydrogen to meet up to half of Singapore&rsquo s power needs by 2050. As part of this hydrogen strategy, the Energy Market Authority and the Maritime and Port Authority of Singapore issued an expression of interest in December for proposals to build, own and operate low- or zero-carbon power generation and bunkering facilities on Jurong Island. Currently, natural gas meets most of Singapore&rsquo s power generation demand. The Keppel- ExxonMobil collaboration has been formed to address the call to develop competitive solutions that can support Jurong Island&rsquo s sustainability goals and Singapore&rsquo s hydrogen strategy. Keppel is also looking to use low-carbon hydrogen for Singapore&rsquo s first hydrogen-ready 600 MW advanced combined cycle power plant. The Keppel Sakra Cogen Plan is expected to operate with at least 30% hydrogen and will have the capability of shifting to run entirely on hydrogen. Currently under construction, the plant will be sited on Jurong Island and is expected to be completed in the first half of 2026. At the same time, given the strong demand for low-carbon electricity in Singapore, Keppel is conducting a feasibility study of developing a power plant that could use ammonia directly as a fuel on Jurong Island. This would complement Keppel&rsquo s offering as Singapore&rsquo s leading independent power producer and retailer. |
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vicloo
Supreme |
19-Apr-2023 22:03
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👍 👍 👍 💪 7 🙌 🙌 🙌 🙌
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newbie19
Supreme |
19-Apr-2023 17:42
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Next 6.5...Enough?
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Wind888
Senior |
19-Apr-2023 15:43
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Event Dates Record Date and Time 28/04/2022 17:00:00 Ex Date 27/04/2022 Dividend Details Payment Type Tax Exempted (1-tier) Gross Rate (Per Share) SGD 0.18 Net Rate (Per Share) SGD 0.18 Pay Date 10/05/2023 |
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eugesun
Elite |
19-Apr-2023 14:03
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Already 6.2....what is next...
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Red_Bean
Member |
19-Apr-2023 11:12
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Target price Corporate Action: Keppel Corp' s distribution-in-specie of ~19.1 Sembcorp Marine (SGX:S51) shares expired on 2023-02-23. Target prices dated prior to 2023-02-23 do not reflect adjustment for the distribution. DYODD https://sginvestors.io/sgx/stock/bn4-keppel-corp/target-price |
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eugesun
Elite |
19-Apr-2023 11:10
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This is a bit greedy, but I like...lol..make it 888...
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vicloo
Supreme |
19-Apr-2023 11:06
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Marching towards Lucky 7!!!!!
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eugesun
Elite |
19-Apr-2023 10:58
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Let's play pump ot up...all join in...lol...
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Red_Bean
Member |
19-Apr-2023 10:12
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eugesun
Elite |
19-Apr-2023 09:35
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Pump it to 6.5 before exdate....huat ah...
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Red_Bean
Member |
18-Apr-2023 11:39
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https://sginvestors.io/analysts/research/2023/04/keppel-corporation-dbs-group-research-2023-04-17
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Joelton
Supreme |
18-Apr-2023 11:23
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DBS reinstates coverage on Keppel with &lsquo buy&rsquo on growth as global asset manager
DBS Group Research reinstated coverage on Keppel Corporation : BN4 +2.54% (Keppel) on Monday (Apr 17) with a &ldquo buy&rdquo call and a target price of S$8.30, noting the company&rsquo s rise as a global asset manager with developer and operator capabilities.
The brokerage&rsquo s target price represents a 40 per cent upside on the counter&rsquo s last traded price of S$5.93 as at 11.10 am on Monday.
It also believes Keppel is an &ldquo undervalued gem&rdquo trading below DBS&rsquo book value estimates of S$6.20 per share. With the new target price, the infrastructure company is valued at 1.3 times its book value.
Analyst Ho Pei Hwa said Keppel&rsquo s robust engineering and construction roots, along with its &ldquo track record in capital management positions&rdquo , puts it in good stead as it emerges as a global asset manager.
However, she added that although the company has achieved &ldquo remarkable progress&rdquo in its transformation from an industrial conglomerate to an asset manager and operator as part of the Vision 2023 (V2030) Plan, it is still underappreciated by the market.
The research group also expects the company&rsquo s core earnings, excluding the sale of Keppel Offshore and Marine, to hit a compound annual growth rate of 12 per cent over the next two years.
This is mainly due to the growth of Keppel&rsquo s assets under management (AUM) which hit S$50 billion at the end of last year.
Keppel&rsquo s efforts to quadruple its AUM to S$200 billion by 2030 and the recovery in land and property sales in China and Vietnam following the reopening of their economies, are also set to add to the company&rsquo s earnings growth.
Ho noted that earnings quality has improved, with recurring income contributing to over 60 per cent of the group&rsquo s profits. This improvement in earnings quality is set to continue as Keppel pivots away from order book revenue to income from fees and portfolio assets.
&ldquo While its return on equity &ndash at approximately 9 per cent &ndash remains far behind the target of 15 per cent, we look forward to AUM growth and a turnaround in the property business to drive returns towards its target in the medium term,&rdquo she added.
Keppel&rsquo s growing income stream has also increased dividend yield visibility. Assuming a 50 to 55 per cent payout, the brokerage forecasts a distribution per share of S$0.28 to S$0.30 over the next two years, translating to a yield of about 5 per cent.
Still, the market persists in perceiving Keppel as a property company, although its V2030 transformation strategy is showing results, said DBS.
&ldquo We believe this is a golden window of opportunity for long-term investors to accumulate the emerging global asset manager.&rdquo
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vicloo
Supreme |
18-Apr-2023 10:58
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👍 👍 👍 Just scooped some at 6.11 today
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Red_Bean
Member |
18-Apr-2023 10:10
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星 展 集 团 研 究 部 推 荐 买 入 吉 宝 企 业 星 展 集 团 研 究 部 星 期 一 （ 17日 ） 的 一 份 报 告 推 荐 买 入 吉 宝 企 业 ， 认 为 目 前 的 股 价 低 于 集 团 每 股 6.20元 的 账 面 价 值 。 吉 宝 企 业 的 目 标 价 是 8.30元 ， 是 账 面 价 值 的 1.3倍 。 分 析 师 何 佩 华 指 出 ， 虽 然 吉 宝 的 转 型 努 力 已 取 得 " 显 著 的 进 展 " ， 却 未 得 到 市 场 的 充 分 重 视 。 https://www.zaobao.com.sg/finance/singapore/story20230417-1384131 |
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behonest
Senior |
18-Apr-2023 08:56
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Be humble
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eugesun
Elite |
18-Apr-2023 08:54
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Ok grab my beers and relax...
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investshare
Supreme |
18-Apr-2023 08:21
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I like this .. I don?t intend to sell just want to keep for dividend.
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Wind888
Senior |
17-Apr-2023 20:29
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On the issue of sustainable Dividend (33cents) payout, I like KC' s response and it reflects their confidence.
******************** Response While we do not have a specific dividend policy, the Board and the management are cognisant that dividends are an important consideration for our shareholders. We have in recent years endeavoured to pay out about 50-60% of our earnings. The total cash dividend of 33.0 cents makes up about 63% of our earnings for FY 2022.
In addition to our asset monetisation strategy, growing recurring income is a key tenet of Keppels Vision 2030 plans. As the Groups recurring income increases, it will give us greater confidence to pay out more of our earnings as dividends.
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beetlejuice
Master |
17-Apr-2023 18:57
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当 真 ? 兄 台 可 否 明 示 ? 💰 🧧
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