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Latest Forum Topics / Keppel    Last:10.65    +0.06  Post Reply
Keppel Corp

YuanLong94
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23-Apr-2026 09:34     
 
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 Alert Admin 		The AUM from 88B to 95B. Recurring form 96million Q1 2025 become 108million(+12million) Q1 2026. The AUM business is promising . I interpret as 12million profit per 7 Billion gain per quarter from the number

AUM only have 2026 and 2030 Target. 

Yr 2026 100 Billion
2028 Aermont 50% deal to jack up by +25 to 30B, should be interim 150 B
Yr 2030 200 Billiion

Just the AUM business by 2030(if hit at 2030), is almost 900million not include their other business. 

YuanLong94      ( Date: 23-Apr-2026 09:25) Posted:

1 Quarter is only 3 months.2H (Jan to June ) , 3 months time will be interesting.

Seatrium 400million sale is at 1st April. (mean it will be Quarter 2)
i12 Katong is expected to be completed in the second quarter of 2026. Also at Q2.
2 Bifrost cable also hopefully secured by Q2 as per the report.

Ongoing there will be sharebuyback by Keppel, 

JurongW      ( Date: 23-Apr-2026 08:46) Posted:

It will be interesting to see market' s reaction to Keppel slight lower profit YoY.
Expect resumption of SBB activities to support the share price today..
Maybe Chairman Gupta starts buying shares in the open market as a signal of confidence
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FATABA
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23-Apr-2026 09:32     
 
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 Alert Admin 		I have mentioned about this and today business update do point to weakness ( EVEN on New Keppel ) 
However the old Keppel ( legacy etc ) are STILL part of the business ...how long and when can it be resolved. Does it means that new keppel do well 
...then old keppel can remain in the book forever. 
Selling properties etc and monetisation are ONLY good if well invested into higher returns. 
Certainly it has gone below the $12 mark now ( what happen next Monday XD).....SBB to hold it up ( for how long this can happen ? )
I guess the true value of a stock is far more important then promise . 
Hope the new chairman can come in and do some magic. 
DYODD ......DYODD 
 

FATABA      ( Date: 17-Apr-2026 09:17) Posted:

Interesting report ....and a search on this Corporate Monitor shows that it is run by a group of professional ( lawyers etc etc w experiences) 
( anyway IF this report is false ....Kep should and would come out to deny it and even sue them....but keeping quiet ) 
Note previous Muddy water on Olam ( it is silent by Temasek ) ...and went away. 

Important point for us investor is to review Kep business and what is the actual value ...is it worth the $12+ today ....what 
would happen after Xd and more so in the mths to come . Can it afford this level of dividend ? AUM is truely USEFUL if invested w good returns . 
Your guess is as good as mine. 
DYODD please 
 

JurongW      ( Date: 16-Apr-2026 19:14) Posted:



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YuanLong94
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23-Apr-2026 09:25     
 
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 Alert Admin 		1 Quarter is only 3 months.2H (Jan to June ) , 3 months time will be interesting.

Seatrium 400million sale is at 1st April. (mean it will be Quarter 2)
i12 Katong is expected to be completed in the second quarter of 2026. Also at Q2.
2 Bifrost cable also hopefully secured by Q2 as per the report.

Ongoing there will be sharebuyback by Keppel, 

JurongW      ( Date: 23-Apr-2026 08:46) Posted:

It will be interesting to see market' s reaction to Keppel slight lower profit YoY.
Expect resumption of SBB activities to support the share price today..
Maybe Chairman Gupta starts buying shares in the open market as a signal of confidence.

JurongW      ( Date: 22-Apr-2026 20:36) Posted:



I am anticipating a breakout from the symmetrical triangle pattern tomorrow, supported by a strong set of business updates from CEO Loh and Chairman Gupta before trading begins.

If the announcements deliver as expected, the technical setup could align with fundamentals to spark momentum right out of the gate.


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newbie2019
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23-Apr-2026 09:24     
 
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 Alert Admin 		By the way, ex-date is 27 April (next Monday).

So tomorrow (Fri) is the last day to top up your position, if you want multiples of 900 shares for your K-reit to look sui sui.
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JurongW
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23-Apr-2026 08:46     
 
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 Alert Admin 		It will be interesting to see market' s reaction to Keppel slight lower profit YoY.
Expect resumption of SBB activities to support the share price today..
Maybe Chairman Gupta starts buying shares in the open market as a signal of confidence.

JurongW      ( Date: 22-Apr-2026 20:36) Posted:



I am anticipating a breakout from the symmetrical triangle pattern tomorrow, supported by a strong set of business updates from CEO Loh and Chairman Gupta before trading begins.

If the announcements deliver as expected, the technical setup could align with fundamentals to spark momentum right out of the gate.

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PiRPiR
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23-Apr-2026 08:26     
 
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 Alert Admin 		Keppel's business update for 1Q 2026

The New Keppelą performed resiliently amidst the volatile international environment.

The New Keppel's 1Q 2026 net profit was slightly lower yoy:

Higher earnings from Infrastructure and Connectivity were offset by lower Real Estate contributions.

? Recurring income rose slightly with higher operating income and stable asset management profit.

Overall net profit for 1Q 2026 was lower yoy, mainly due to fair value losses and lower gains from non-core asset monetisation.

Keppel's financial position improved with strong free cash inflowł in 1Q 2026 compared to outflow in 1Q 2025:

Cash inflow from operating activities compared to outflow in 1Q 2025. Cash inflow from investing activities compared to outflow in 1Q 2025, with distributions and divestment proceeds from sponsor stakes in and co-investments with REITs/Trust and private funds reaching almost three quarters of total for FY 2025.

Asset management fees4 rose 13% yoy to S$108 million in 1Q 2026 currently finalising another S$2 billion of Limited Partner (LP) commitments over the next few months as investors find Keppel's solutions and track record appealing.

Announced S$385 million in asset monetisations year to date 2026, with a target to monetise S$2-S$3 billion of non-core assets in 2026.

Singapore, 23 April 2026 - Global asset manager and operator, Keppel Ltd. (Keppel) has released its voluntary business update for 1Q 2026. Keppel performed resiliently amidst the volatile international environment, with the net profit for the New Keppel, excluding the Non- Core Portfolio for Divestment® and Discontinued Operations7, slightly lower year on year (yoy). Stronger performance in the Infrastructure and Connectivity segments were offset by lower contributions from the Real Estate segment, which had benefitted from higher valuation and divestment gains in 1Q 2025. Recurring income improved slightly yoy, supported by higher income from operations and stable asset management net profit.
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spursfan
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23-Apr-2026 07:50     
 
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 Alert Admin
https://links.sgx.com/1.0.0/corporate-announcements/1WBR1VI63WMRQ8M7/885203_MREL_Keppel%20Ltd.%201Q%202026%20Business%20Update_Media%20Release.pdf
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piscesmonkey
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23-Apr-2026 07:45     
 
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 Alert Admin 		Profit lesser.
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newbie19
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22-Apr-2026 22:03     
 
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 Alert Admin 		Alamak blur, tomorrow 23.04.26. Keppel 1Q Business Updates.. JurongWest already mentioned awhile ago, tomorrow will be good news for Keppel🎉 🎉 🧧 🧧

newbie2019      ( Date: 22-Apr-2026 21:05) Posted:

Bro, tomorrow is 23 April, not 24 April.  wink

Wake up earlier to receive the good news on Keppel Q1 performance.

Huat ar !!!

newbie19      ( Date: 22-Apr-2026 18:31) Posted:

Thanks for your prompt actions to the top management regards to Coporate Monitor and also goodwill On behalf of all long term Keppel investors. Look up tomorrow 24.04.26 Keppel business updates before market opens.


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newbie2019
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22-Apr-2026 21:05     
 
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 Alert Admin 		Bro, tomorrow is 23 April, not 24 April.  wink

Wake up earlier to receive the good news on Keppel Q1 performance.

Huat ar !!!

newbie19      ( Date: 22-Apr-2026 18:31) Posted:

Thanks for your prompt actions to the top management regards to Coporate Monitor and also goodwill On behalf of all long term Keppel investors. Look up tomorrow 24.04.26 Keppel business updates before market opens.

JurongW      ( Date: 22-Apr-2026 17:23) Posted:

Their follow-up reply

Corporate Monitor had attended our AGM last week and their questions were addressed by the Board and Management at this platform. For information please.

 


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JurongW
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22-Apr-2026 20:36     
 
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 Alert Admin

I am anticipating a breakout from the symmetrical triangle pattern tomorrow, supported by a strong set of business updates from CEO Loh and Chairman Gupta before trading begins.

If the announcements deliver as expected, the technical setup could align with fundamentals to spark momentum right out of the gate.
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newbie19
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22-Apr-2026 18:31     
 
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 Alert Admin 		Thanks for your prompt actions to the top management regards to Coporate Monitor and also goodwill On behalf of all long term Keppel investors. Look up tomorrow 24.04.26 Keppel business updates before market opens.

JurongW      ( Date: 22-Apr-2026 17:23) Posted:

Their follow-up reply

Corporate Monitor had attended our AGM last week and their questions were addressed by the Board and Management at this platform. For information please.

 

JurongW      ( Date: 22-Apr-2026 13:33) Posted:

This is the short reply that I received.

We are aware of the report and would like to reassure you that our senior management is appraised of it.

Thank you for your long-standing support of Keppel. We appreciate shareholders like yourself, who understand and are supportive of Keppel&rsquo s transformation and strategy.

My Follow up reply
I would appreciate an update on the outcome, as well as any follow‑ up actions taken against Corporate Monitor.

 

 


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JurongW
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22-Apr-2026 17:23     
 
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 Alert Admin 		Their follow-up reply

Corporate Monitor had attended our AGM last week and their questions were addressed by the Board and Management at this platform. For information please.

 

JurongW      ( Date: 22-Apr-2026 13:33) Posted:

This is the short reply that I received.

We are aware of the report and would like to reassure you that our senior management is appraised of it.

Thank you for your long-standing support of Keppel. We appreciate shareholders like yourself, who understand and are supportive of Keppel&rsquo s transformation and strategy.

My Follow up reply
I would appreciate an update on the outcome, as well as any follow‑ up actions taken against Corporate Monitor.

 

 

JurongW      ( Date: 17-Apr-2026 13:26) Posted:

I' ve just email a copy of the report to Keppel' s Investor relatons Managing Director.   

Dear Ms. Ivana Chua,
I would like to draw your attention to a highly bearish and negative report by  Corporate Monitor, recently published on the SGX website under  Research and Education &ndash Analyst Research:
As a shareholder of Keppel, I find the report damaging to Keppel&rsquo s reputation, its 2030 Vision, and the integrity of its leadership. I respectfully urge you to scrutinize the findings and claims presented, and to highlight them to Mr. Loh for his attention.
 
An early reply would be greatly appreciated, as it would provide assurance to long-term investors like myself.
 
Thank you very much.
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Newbie2025
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22-Apr-2026 15:04     
 
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 Alert Admin 		I see, thanks for the clarification, Sir..🫡

JurongW      ( Date: 22-Apr-2026 13:39) Posted:

It is simply a disclosure of their trade.
Whether it is good or bad depends on your view of the company fundamentals and price trend.
Institutions often rebalance portfolios, so a disposal does not automatically signal weakness

Newbie2025      ( Date: 22-Apr-2026 09:48) Posted:

Gd morning Sir, is it good or bad news
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JurongW
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22-Apr-2026 13:39     
 
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 Alert Admin 		It is simply a disclosure of their trade.
Whether it is good or bad depends on your view of the company fundamentals and price trend.
Institutions often rebalance portfolios, so a disposal does not automatically signal weakness

Newbie2025      ( Date: 22-Apr-2026 09:48) Posted:

Gd morning Sir, is it good or bad news?

JurongW      ( Date: 21-Apr-2026 19:43) Posted:

430,400 Shares disposed by Fullerton as investment manage at $12.04 on 16 Apr

https://links.sgx.com/1.0.0/corporate-announcements/YA7JBUCRB69O88U8/884979__KL%2020260421%20FORM%203%20final.pdf
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JurongW
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22-Apr-2026 13:36     
 
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 Alert Admin
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JurongW
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22-Apr-2026 13:33     
 
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 Alert Admin 		This is the short reply that I received.

We are aware of the report and would like to reassure you that our senior management is appraised of it.

Thank you for your long-standing support of Keppel. We appreciate shareholders like yourself, who understand and are supportive of Keppel&rsquo s transformation and strategy.

My Follow up reply
I would appreciate an update on the outcome, as well as any follow‑ up actions taken against Corporate Monitor.

 

 

JurongW      ( Date: 17-Apr-2026 13:26) Posted:

I' ve just email a copy of the report to Keppel' s Investor relatons Managing Director.   

Dear Ms. Ivana Chua,
I would like to draw your attention to a highly bearish and negative report by  Corporate Monitor, recently published on the SGX website under  Research and Education &ndash Analyst Research:
As a shareholder of Keppel, I find the report damaging to Keppel&rsquo s reputation, its 2030 Vision, and the integrity of its leadership. I respectfully urge you to scrutinize the findings and claims presented, and to highlight them to Mr. Loh for his attention.
 
An early reply would be greatly appreciated, as it would provide assurance to long-term investors like myself.
 
Thank you very much.


newbie19      ( Date: 16-Apr-2026 22:34) Posted:

Cannot believed this Coporate Monitor Limited. They don't know indepth of Keppel. Few listed companies also reported wrongly and not accurate at all
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Newbie2025
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22-Apr-2026 09:48     
 
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 Alert Admin 		Gd morning Sir, is it good or bad news?

JurongW      ( Date: 21-Apr-2026 19:43) Posted:

430,400 Shares disposed by Fullerton as investment manage at $12.04 on 16 Apr

https://links.sgx.com/1.0.0/corporate-announcements/YA7JBUCRB69O88U8/884979__KL%2020260421%20FORM%203%20final.pdf
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JurongW
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21-Apr-2026 19:43     
 
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 Alert Admin 		430,400 Shares disposed by Fullerton as investment manage at $12.04 on 16 Apr

https://links.sgx.com/1.0.0/corporate-announcements/YA7JBUCRB69O88U8/884979__KL%2020260421%20FORM%203%20final.pdf
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JurongW
Elite
17-Apr-2026 19:17     
 
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 Alert Admin


Gupta should take a cue from the new chairman of Sembcorp, who recently purchased more than 1 million shares at $6.70.

If he were to buy at the current price, it would send a powerful signal that Keppel remains undervalued over the long term.
 


newbie2019      ( Date: 17-Apr-2026 19:09) Posted:

Name Shareholding Interests
Danny Teoh 229,825
Piyush Gupta Nil
Loh Chin Hua 9,888,218

CEO has ~120 mn SGD worth of Keppel shares.
 

JurongW      ( Date: 17-Apr-2026 17:44) Posted:



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