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Keppel
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Keppel Corp
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Andrewtan18
Senior |
27-Mar-2026 11:47
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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.
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MrBear12
Supreme |
27-Mar-2026 10:49
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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as reiterated. it's Telco business is gonna have minimal ok impact on Keppel simply because the key drivers of the business are Property and infrastructure along with wealth management. Focus on these businesses as they will impact Keppel more than M1.
Keppel's long term value depends very little on M1. Don't buy it just because we want a special dividend next year. Buy it for it's recurring dividend streams for the next ten years
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LoneRanger1420
Member |
27-Mar-2026 10:43
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If didn't go through , will share price drop ? Likewise if go through price goes up ?
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MrBear12
Supreme |
27-Mar-2026 10:42
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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it will.
Keppel is determined to get rid of non core assets. Telecommunications is not gonna be it's core business. Therefore it must go, even if given away. Keppel must focus on its new mission. The new Keppel must emerge from the shadows of rig building and a whole host of other industries ... Keppel towards 2030
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Joelton
Supreme |
27-Mar-2026 10:37
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Keppel' s close of planned sale of M1 to Simba extended The closing of Keppel' s sale of mobile operator subsidiary M1 to Australia-listed Tuas, the owner of local telco Simba Telecom, has been extended. The deal is subject to the approval of local industry regulator the Infocomm Media Development Authority of Singapore. As part of its review, IMDA has put out a consultation paper on Oct 1 and feedback invited. Last August, Tuas announced it will buy M1 from Keppel for an enterprise value of $1.43 billion. While consolidation of the local mobile industry has long been flagged, StarHub, which operates a mobile network jointly with M1, has long been said to be the acquirer instead. According to Keppel on March 26, IMDA' s review of the deal " remains underway" and M1 and the Tuas are addressing additional queries from the regulator. The deal, which was aimed to be closed within six months after the sale and purchase agreement, has been extended to May 21, or another mutually-agreeable date. |
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Louistan
Senior |
27-Mar-2026 09:42
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M1 sale may not go through
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YuanLong94
Member |
27-Mar-2026 09:13
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Secondly , they have not factor the gain from the transaction , 1 Billion Cash ( 2H 2026?) Thirdly, the profit of M1 has been locked under the entity since July 2025 till now. So M1 profit 2H did not go to Keppel for Year 2026 Lastly, if M1 go through there will be special dividends, if M1 did not go through(unlikely), it does not affected the 0.47 cent that is announce for FY 2025 ( August and April). There is still other monetarize for the balance of the 13.5B monetarized plan. For past few days there is no sharebuyback due to all this sensitive announcement. I think Keppel is up for grab next week with the sharebuyback.
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hubertwee
Member |
27-Mar-2026 09:09
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What' s up with Keppel today ? | ||||
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JurongW
Elite |
26-Mar-2026 19:59
Yells: "Earnings give weight, Chart give wings" |
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JurongW
Elite |
26-Mar-2026 18:20
Yells: "Earnings give weight, Chart give wings" |
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Your command of Chinese is impressive. Guess you score straight A' s in the subject. Need MSCP help to translate the meaning for all to appreciate: This couplet comes from Li Bai&rsquo s famous Tang dynasty poem Early Departure from Baidi City: The cries of monkeys on both banks never cease, yet my light boat has already passed through thousands of mountains. 🌊 Meaning in English
✨ Poetic Emphasis
✅ Modern InterpretationIn modern terms, it can symbolize:
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beetlejuice
Master |
26-Mar-2026 18:11
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This Tang dynasty poem best summarises Keppel's transformations over the past few years.
Good job. 两 岸 猿 声 啼 不 住 , 轻 舟 已 过 万 重 山 .🐒 💰
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JurongW
Elite |
26-Mar-2026 17:48
Yells: "Earnings give weight, Chart give wings" |
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Extracted last few para from the article - Sounds Good. To keep the momentum going, the group aims to substantially monetise its remaining S$13.5 billion non-core portfolio by 2030, freeing up more capital to fuel its new engines. As Keppel enters the third year of its new incarnation, the narrative has shifted. The question is no longer whether the industrial conglomerate can successfully pivot, but how fast its new asset-management engines can run. &rdquo All our engines are firing &ndash from raising and deploying capital to executing complex projects and operating assets profitably at scale,&rdquo Loh said. &ldquo I am confident the foundations are in place for Keppel to continue progressing onwards and upwards in the years ahead.&rdquo
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PiRPiR
Master |
26-Mar-2026 17:43
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https://bt.sg/idw6z | ||||
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JurongW
Elite |
26-Mar-2026 16:58
Yells: "Earnings give weight, Chart give wings" |
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Lim & Tan Securities - 26 Mar We highlight the key points from Keppel Ltd ($12.45, up 0.20) FY2025 just released annual report: Amidst a turbulent and uncertain global backdrop, set against geopolitical tensions and economic volatility, we remained focused on advancing Keppel&rsquo s growth as a global asset manager and operator. Since announcing the Company strategic transformation in May 2023, we have steadily accelerated the growth of the New Keppel &ndash sharpening our focus, strengthening our asset-light model and growing recurring income. Our goal is clear - to deliver strong returns to our Limited Partners (LPs) and shareholders, while creating real assets and solutions that address the world&rsquo s pressing needs, from sustainable development to the growing demand for digital connectivity. We continue to have an Accumulate rating on Keppel Ltd given its successful transformation progress supported by continued daily share buy back program and another 10 to 15% upside to consensus target prices around $14. While normalized yield is low at 3%, however, combined with specials, it becomes more alluring. While forward PE is high at 20x, growth is expected to be 20%. |
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MrBear12
Supreme |
26-Mar-2026 10:05
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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I see. Bear thinks it safe to park at Jurong W.
Listen if you have ears... See if you have eyes. As far as JurongW
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Joelton
Supreme |
26-Mar-2026 09:15
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Keppel CEO Loh Chin Hua bets on AI, energy transition to drive S$200 billion ambition The asset manager expects to cross S$100 billion in funds under management this year [SINGAPORE] For a company once synonymous with building massive offshore oil rigs, Keppel&rsquo s transformation over the last few years has been nothing short of radical. With its metamorphosis into a global asset manager now nearly complete, Keppel : BN4 +1.47% has its gaze firmly fixed on the horizon: a target of S$200 billion in funds under management (FUM) by 2030. The road to that milestone will be paved by the twin megatrends of artificial intelligence (AI) and the global energy transition, which the group expects will reshape infrastructure demand in the coming years. Describing AI as &ldquo probably the most impactful force since the Industrial Revolution&rdquo , chief executive Loh Chin Hua noted that the next phase of value creation will demand integrated solutions that &ldquo combine compute, energy and connectivity at scale&rdquo . &ldquo To fully harness AI&rsquo s potential and create strong competitive advantage, Keppel will not only enable AI infrastructure, but also be an AI-enabled asset manager,&rdquo Loh said in an interview published in the company&rsquo s latest annual report on Thursday (Mar 26). This forward-looking optimism is anchored by a fully operational asset-light strategy. The group closed out 2025 with S$95 billion in FUM, putting it firmly on track to cross the S$100 billion mark by the end of 2026. But getting to S$200 billion by the end of the decade requires more than just aggressive fundraising. &ldquo Scale is earned through performance,&rdquo Loh said, pointing to Aermont Capital &ndash a European real estate manager with which Keppel has a strategic alliance &ndash as illustrative of how strong track records attract progressively larger fund mandates. &ldquo Over time, this creates a flywheel effect,&rdquo he added. &ldquo Strong performance attracts repeat capital, and larger funds will in turn allow us to originate and execute higher-value and more complex transactions.&rdquo This flywheel fundamentally alters how Keppel will fund its future ambitions. Powering the future As &ldquo New Keppel&rdquo scales, growth will be driven alongside third-party capital through private funds. This enables the execution of larger, more capital-intensive projects than its own balance sheet could traditionally support. Underpinning its digital infrastructure build-out is Keppel&rsquo s power and energy business. Upcoming milestones underscore this pipeline. The hydrogen-compatible Keppel Sakra Cogen Plant &ndash an example of proprietary assets funded through private funds &ndash is slated for generation-readiness in the first half of 2026. Already, it is fully contracted for 2026 and 2027. Meanwhile, the group has amassed S$7.1 billion in contracted revenues from decarbonisation and sustainability solutions &ndash more than double the level four years ago &ndash to be recognised over the next 10 to 15 years. Keppel last year also commenced commercial traffic on the Bifrost Cable System, expanded its AI-ready capabilities and grew its Asia Pacific data centre powerbank to over 1 gigawatt. These, Loh believes, will reduce execution risk, support disciplined scaling under its asset-light model and build a pipeline of assets to support FUM growth. There is more to come in the first half of 2026, including the development of a floating data centre project. &ldquo Looking ahead, demand for reliable power, cleaner energy and grid decarbonisation will continue to expand, particularly with the rise in digitalisation and AI,&rdquo Loh said. &ldquo Our early positioning in expanding generation capacity, cross-border renewable energy imports and low-carbon energy vectors gives us strategic relevance in the energy transition and also strengthens Keppel&rsquo s ability to support power-intensive sectors, such as digital infrastructure.&rdquo While the future trajectory is its primary focus, Keppel&rsquo s FY2025 scorecard provides the necessary proof of concept for investors. Core operations &ndash stripped of legacy assets &ndash delivered a 39 per cent year-on-year surge in net profit to S$1.1 billion, while return on equity improved to 18.7 per cent. To keep the momentum going, the group aims to substantially monetise its remaining S$13.5 billion non-core portfolio by 2030, freeing up more capital to fuel its new engines. As Keppel enters the third year of its new incarnation, the narrative has shifted. The question is no longer whether the industrial conglomerate can successfully pivot, but how fast its new asset-management engines can run. &rdquo All our engines are firing &ndash from raising and deploying capital to executing complex projects and operating assets profitably at scale,&rdquo Loh said. &ldquo I am confident the foundations are in place for Keppel to continue progressing onwards and upwards in the years ahead.&rdquo Shares of Keppel have climbed 20.3 per cent in the year to date, closing at S$12.45 on Wednesday. |
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JurongW
Elite |
26-Mar-2026 01:02
Yells: "Earnings give weight, Chart give wings" |
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Theme of 2025 Annual Report - GROWING Momentum Growing Momentum conveys that the organization is not only achieving growth, but that this growth is compounding, gaining force, and positioning the company for even greater achievements ahead. It implies a virtuous cycle - past successes are fueling current progress, which in turn sets the stage for future breakthroughs. https://links.sgx.com/1.0.0/corporate-announcements/CMLEN559K1LSH1QR/880492_1.%20Keppel%20Ltd._Annual%20Report%202025.pdf |
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Newbie2025
Senior |
25-Mar-2026 16:19
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Sir, market is moving up and down, depends on whether the war continue or stop? So price is alwaysbup and down | ||||
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JurongW
Elite |
24-Mar-2026 23:18
Yells: "Earnings give weight, Chart give wings" |
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Very chim and profound, so I ask MSCP to break down the meaning: 这 句 成 语 &ldquo 鹏 飞 万 里 ， 燕 雀 不 识 其 志 &rdquo 出 自 《 庄 子 · 逍 遥 游 》 ， 意 思 是 ： 大 鹏 鸟 展 翅 可 飞 万 里 ， 而 燕 雀 却 无 法 理 解 它 的 志 向 。
✨ 寓 意 ：
- 志 向 大 小 不 同 ： 胸 怀 远 大 的 人 ， 往 往 不 被 目 光 短 浅 者 理 解
- 格 局 差 异 ： 燕 雀 只 见 眼 前 小 利 ， 大 鹏 则 志 在 高 远
- 劝 勉 之 意 ： 提 醒 人 要 立 大 志 ， 不 要 被 小 格 局 束 缚
在 投 资 或 人 生 规 划 里 ， 这 句 话 常 被 用 来 比 喻 ： 有 远 见 的 战 略 布 局 ， 短 期 可 能 不 被 理 解 ， 但 长 期 才 能 展 现 价 值 。
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beetlejuice
Master |
24-Mar-2026 23:04
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鹏 飞 万 里 , 燕 雀 不 识 其 志 . 🦅 | ||||
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