Back

Latest Forum Topics / Keppel    Last:10.65    +0.06

Post Reply

Keppel Corp Post Reply Rate topic
beetlejuice Master	16-Apr 09:27        beetlejuice About Contact  Quote this Post!
x 0   x 0  Alert Admin	Short term turbulence due to uncertainty on M1 deal. 行 到 水 穷 处 , 坐 看 云 起 时 . Haha, anyone going AGM plse chat with chairman PG on M1 & share here.
Useful To Me  Not Useful To Me
JurongW Elite	15-Apr-2026 17:16        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Talk to the new chairman and request for vouchers and buffet spread, moving forward. Can spend so much money on SBB, surely can spend some to make loyal shareholders appreciate Keppel even more at the AGM   newbie2019      ( Date: 15-Apr-2026 17:10) Posted: No freebies. Maybe this year can see Piyush. JurongW      ( Date: 15-Apr-2026 16:21) Posted: Any vouchers or buffet spread at Keppel AGM
Useful To Me  Not Useful To Me
newbie2019 Veteran	15-Apr-2026 17:10        newbie2019 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No freebies. Maybe this year can see Piyush. JurongW      ( Date: 15-Apr-2026 16:21) Posted: Any vouchers or buffet spread at Keppel AGM? newbie2019      ( Date: 15-Apr-2026 16:18) Posted: Anyone going to MBS this Friday? See you!
Useful To Me  Not Useful To Me
JurongW Elite	15-Apr-2026 16:21        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Any vouchers or buffet spread at Keppel AGM? newbie2019      ( Date: 15-Apr-2026 16:18) Posted: Anyone going to MBS this Friday? See you!
Useful To Me  Not Useful To Me
newbie2019 Veteran	15-Apr-2026 16:18        newbie2019 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone going to MBS this Friday? See you!
Useful To Me  Not Useful To Me
newbie19 Supreme	15-Apr 15:55        newbie19 About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Yes collection time now! Piyush Gupta is taking over as Chairman this Friday 17.04.26.   seanpent      ( Date: 15-Apr-2026 15:49) Posted: Sub-12 is collection mode :)
Useful To Me  Not Useful To Me
JurongW Elite	15-Apr-2026 15:52        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Today all the 风 力   went to Sembcorp side. geographic      ( Date: 15-Apr-2026 15:27) Posted: Keppel share Lao Hong!
Useful To Me  Not Useful To Me
seanpent Supreme	15-Apr-2026 15:49        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sub-12 is collection mode :)
Useful To Me  Not Useful To Me
geographic Senior	15-Apr-2026 15:27        geographic About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel share Lao Hong!
Useful To Me  Not Useful To Me
Joelton Supreme	14-Apr-2026 08:26        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel warns of &lsquo second-order&rsquo shocks from prolonged Middle East conflict Its direct exposure remains limited, but broader macroeconomic impacts would affect the global asset manager [SINGAPORE] Keppel : BN4 -0.58% has warned that while its direct exposure to the Middle East remains limited, an escalation in regional conflict could trigger significant &ldquo second-order&rdquo effects on global energy prices and the international economy. In a series of responses to shareholders&rsquo questions ahead of its 58th annual general meeting on Friday (Apr 17), the global asset manager noted on Apr 11 that its operations in Qatar and Saudi Arabia have not been directly affected by ongoing hostilities.  &ldquo So far, our operations and maintenance of the Domestic Solid Waste Management Centre in Qatar, the investment by Keppel Infrastructure Trust (managed by Keppel) in a Saudi Arabia gas pipeline and our rig charters in Saudi Arabia have not been directly impacted,&rdquo said the company in a bourse filing.  However, the mainboard-listed company cautioned that &ldquo the second-order effects in terms of the impact on gas supply, energy prices and the international economy bear close watching&rdquo . &ldquo If there is prolonged disruption to gas supply and an energy crunch, this could have significant impacts on Singapore and the region. Keppel would also be affected,&rdquo the global asset manager said. &ldquo There could also be broader macroeconomic effects, including cost inflation, higher interest rates, among others,&rdquo it added. Energy hedging and pass-throughs To mitigate these risks, Keppel highlighted that its gas supply is diversified via piped natural gas from Malaysia and international liquefied natural gas cargoes.  As at end-2025, about two-thirds of its electricity contracts are long term and hedged, providing what the company describes as &ldquo some cushioning against spark spread volatility&rdquo . Keppel also stated that the impact from higher energy prices is &ldquo not expected to be significant, as more than 95 per cent of data centre leases are on power pass-through contracts, covering customer electricity bills&rdquo . Additionally, it noted that &ldquo the US tariffs and changes in the global economic order are contributing to a more fragmented and uncertain operating environment&rdquo . &ldquo So far, the direct impact of the tariffs on Keppel has been relatively limited, as Keppel is not engaged in the manufacturing or export sectors,&rdquo the company said. It added that there may even be opportunities for the company, as investors&rsquo preference for defensive, cash-flow generative assets would drive demand for alternative real assets in infrastructure and private credit. China property market, private credit concerns Separately addressing concerns regarding the Chinese property market, Keppel noted it has reduced its residential landbank exposure from S$3.1 billion at the end of 2017 to about S$900 million as at end-2025.  Looking ahead, the group is pursuing a &ldquo China-for-China&rdquo strategy, partnering domestic capital to &ldquo selectively invest in opportunities with a focus on achieving quality risk-adjusted returns&rdquo . Management also sought to distance itself from recent challenges in the private credit market. Unlike open-ended funds with exposure to sections facing disruptions, Keppel noted that it runs a &ldquo close-ended private credit fund series where investors are locked-in for eight to 10 years&rdquo , and that the series is &ldquo doing well&rdquo . The company also confirmed it has sold its entire 5 per cent stake in Seatrium as at Apr 1, realising a total value of S$429 million.  Meanwhile, the divestment of its M1 telco business remains pending regulatory approval, with the parties agreeing to extend the long-stop date to May 21. Keppel noted that it reached S$95 billion in funds under management (FUM) as at end-2025 and is on track to achieve its FUM target of S$100 billion by the end of 2026, if not earlier. The counter was trading at S$12.06 at 2.37 pm on Monday, S$0.07 or 0.6 per cent lower.
Useful To Me  Not Useful To Me
YuanLong94 Member	13-Apr-2024 13:38        YuanLong94 About Contact  Quote this Post!
x 0   x 0  Alert Admin	FY 2025 0.15 + 0.19 Core + 0.13 Special dividends)  FY 2026 with Seatrium 492million sale @1st April , and upcoming M1 1B , minimum 0.13 SGD special dividends is almost guaranteed @15% for FY2026 (FY2025 is 15% of 1.6B) , hopefully more sale within 9 more months  and 56% payout now ( can be up to 70% in future )  Let assume net profit increase by 15% . Core payout 0.34 SGD will increase by 15% too if payout ratio maintain at 56%  YuanLong94      ( Date: 27-Mar-2026 13:00) Posted: I agreed with you . Maybe just to add on. Keppel has a clear framework for rewarding shareholders from proceeds of asset monetisation (selling non-core assets): They aim to pay out 10&ndash 15% of the gross value of asset monetisation transactions completed in the financial year as special dividends. In FY2025, they used the upper end (15%) for the completed monetisation of S$1.6 billion in gross value. This resulted in a proposed special dividend of ~13 cents per share: 2 cents per share in cash. The rest (~11 cents equivalent) as dividend in-specie (1 Keppel REIT unit for every 9 Keppel shares held). This special dividend is in addition to their ordinary dividends. The M1 sale (which would generate nearly S$1 billion in cash) was not yet completed in FY2025, so it was excluded &mdash meaning more special dividends could come in future years once it close Andrewtan18      ( Date: 27-Mar-2026 11:47) Posted: What $1b gain. When you sell an asset, the proceeds is not called a gain. In your balance sheet you deduct the amount from the asset (M1) and add to another asset (cash). There is a gain only if the M1 asset is carried in the books at lower than the priceeds from the sale. Since Keppel has stated there is a 220m accounting impact from this sale it means M1 is carried in its books at 220m more than the sales price. Therefore the sale does not create a gain, it only turn an asset into a cash component.
Useful To Me  Not Useful To Me
Newbie2025 Senior	11-Apr 17:30        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks good, Sir
Useful To Me  Not Useful To Me
JurongW Elite	11-Apr-2026 12:19        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Keppel AGM responses to questions raised https://links.sgx.com/1.0.0/corporate-announcements/VC16S8VSQ23826OC/883192_GCAT_Keppel%20AGM_Responses%20to%20questions%20raised_11%20Apr%202026.pdf
Useful To Me  Not Useful To Me
JurongW Elite	09-Apr-2026 20:39        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	No annoncement of SBB since yesterday. Presume it has suspend buyback activities in compliance with the blackout period due to the quarterly business update on 23 Apr.
Useful To Me  Not Useful To Me
JurongW Elite	08-Apr-2026 18:58        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin
Useful To Me  Not Useful To Me
JurongW Elite	07-Apr-2026 18:48        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	SBB today - 200,000 shares bought at 11.81 to 11.95 ($2,375,136)
Useful To Me  Not Useful To Me
JurongW Elite	07-Apr-2026 01:23        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	The buyback program still has a long runway, with 90,741,740 shares authorized. As of today, ~ 24% of the max allocation has been executed. PiRPiR      ( Date: 06-Apr-2026 20:51) Posted: 06:23 AM EDT, 04/06/2026 (MT Newswires) -- Keppel (SGX:BN4) bought back 200,000 shares in the open market on Monday for about SG$2.4 million, according to a same-day filing with the Singapore Exchange. The infrastructure and real estate company has so far repurchased nearly 21.7 million shares under its existing buyback mandate.
Useful To Me  Not Useful To Me
PiRPiR Master	06-Apr-2026 20:51        PiRPiR About Contact  Quote this Post!
x 0   x 0  Alert Admin	06:23 AM EDT, 04/06/2026 (MT Newswires) -- Keppel (SGX:BN4) bought back 200,000 shares in the open market on Monday for about SG$2.4 million, according to a same-day filing with the Singapore Exchange. The infrastructure and real estate company has so far repurchased nearly 21.7 million shares under its existing buyback mandate.
Useful To Me  Not Useful To Me
JurongW Elite	06-Apr-2026 18:54        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	SBB today - 200,000 shares bought at 11.79 to 11.90 ($2,372,126)
Useful To Me  Not Useful To Me
Alexch Member	03-Apr-2026 02:42        Alexch About Contact  Quote this Post!
x 0   x 0  Alert Admin	Doesn' t make sense. 17 April report - will reveal good or bad results, depends on it will be below or above " support" /" resistance" .  War in Iran ends earlier - sky rocket to 13. Interest raise - ... you got it.
Useful To Me  Not Useful To Me

                                                         First   < Newer   361-380 of 7145   Older>   Last