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Latest Forum Topics / Keppel    Last:10.55 --  Post Reply
Keppel Corp

fortune_cat
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16-Mar-2026 14:06     
 
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 Alert Admin 		paisei, what does SBB stand for?
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JurongW
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13-Mar-2026 17:32     
 
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SBB today - 300,000 shares bought at $12.08 to $12.15 ($3,644,206)
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JurongW
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13-Mar-2026 14:53     
 
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Dear Alex, I consulted MS-copilot on your behalf:

Right now, Keppel&rsquo s 13 legacy rigs are unlikely to fetch strong prices in the open market. Demand for offshore drilling rigs remains subdued, and management has signaled that monetisation will be gradual, likely through structured funds or securitisation rather than outright sales.

📉 Market Context

  • Global rig demand: Offshore drilling activity has not rebounded strongly despite higher oil prices. Many operators prefer modern, fuel-efficient rigs, leaving older &ldquo legacy&rdquo units less attractive.
  • Keppel&rsquo s positioning: Management has emphasized that the rigs are financial assets to be monetised, not redeployed for drilling. This suggests limited resale value in the current market.
  • Accounting signals: Keppel&rsquo s FY2025 updates show that legacy O& M assets are treated as non-core, with monetisation expected to be slow and opportunistic.

⚖ ️ Pricing Outlook

  • Discounted valuations: Legacy rigs are often sold at steep discounts compared to book value, especially if they are idle or incomplete.
  • Better monetisation via funds: Keppel is exploring private fund structures and securitisation, which allow them to package rigs with cash reserves (S$843m) to attract investors, rather than relying on direct buyers.
  • Timing matters: If offshore drilling demand rises in 2026&ndash 2027, prices could improve, but current sentiment is cautious.

📊 Scenario Table &ndash Monetisation Pathways

Pathway Likely Pricing Outcome Investor Implication
Direct sale of rigs Low prices, steep discounts Limited upside, risk of capital loss
Private fund securitisation Better valuation by bundling rigs + cash Potential yield opportunities for institutional investors
Third-party capital injection Moderate pricing, shared risk Attractive for investors seeking exposure without full ownership
Deferred monetisation Hold until market improves Optionality, but ties up capital

🚨 Risks & Trade-offs

  • Obsolescence risk: Legacy rigs may not meet newer environmental and efficiency standards.
  • Carrying costs: Idle rigs incur maintenance and storage expenses, eroding value over time.
  • Market oversupply: With many rigs globally stacked or idle, buyers have bargaining power.

 



alexmay34      ( Date: 13-Mar-2026 13:43) Posted:

Now legacy rigs should be able to fetch a good price? How many does Keppel has? I am quite hopeful that it should sell well now,   and at a better price, vested dyodd
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alexmay34
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13-Mar-2026 13:43     
 
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 Alert Admin 		Now legacy rigs should be able to fetch a good price? How many does Keppel has? I am quite hopeful that it should sell well now,   and at a better price, vested dyodd
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JurongW
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13-Mar-2026 01:48     
 
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 Alert Admin 		It' s 500 mil. As to how much utilised already, I didn' t track

YuanLong94      ( Date: 13-Mar-2026 00:11) Posted:

How much sharebuyback fund? 340million left / 500 million?

JurongW      ( Date: 12-Mar-2026 18:04) Posted:

SBB today - 300,000 shares bought at $12.21 to $12.35 ($3,687,234)

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YuanLong94
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13-Mar-2026 00:11     
 
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 Alert Admin 		How much sharebuyback fund? 340million left / 500 million?

JurongW      ( Date: 12-Mar-2026 18:04) Posted:

SBB today - 300,000 shares bought at $12.21 to $12.35 ($3,687,234)

a man in a suit and tie is giving a thumbs up and saying great
 

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JurongW
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12-Mar-2026 18:04     
 
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 Alert Admin 		SBB today - 300,000 shares bought at $12.21 to $12.35 ($3,687,234)

a man in a suit and tie is giving a thumbs up and saying great
 
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JurongW
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11-Mar-2026 19:30     
 
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SBB today - 200,000 shares bought at $12.21 to $12.35 ($2,460,591)
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newbie19
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10-Mar-2026 19:21     
 
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 Alert Admin 		Good 👍 🏻 👍 🏻 🦾

JurongW      ( Date: 10-Mar-2026 18:44) Posted:


SBB today - 300,000 shares bought at $11.94 to $12.10 ($3,610, 657)

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JurongW
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10-Mar-2026 18:44     
 
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SBB today - 300,000 shares bought at $11.94 to $12.10 ($3,610, 657)

a man in a floral shirt is dancing in a living room in front of a painting .
 
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YuanLong94
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10-Mar-2026 09:03     
 
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 Alert Admin 		War end as per trump Oil price drop Institute sell oil and back long term stock. Time to rise

YuanLong94      ( Date: 06-Mar-2026 14:36) Posted:

if considered for short term gain = can try oil stock, very violatile , might be +- 30 to 40 within 1 to 2 months.
if considered for long term = Keppel, by 2028 ( Aeromont balance 50% acquisition) and 2030 200 AUM Target. There will be growth, but not as quick/risk as per Oil stock.

Newbie2025      ( Date: 06-Mar-2026 12:38) Posted:

Sir, your wordings are very complex. May i seek your simple translation to layman terms, pls Thank you Si
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JurongW
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09-Mar-2026 18:41     
 
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 Alert Admin 		SBB today - 500,000 shares bought at $11.65 to $11.85 ($5,900,359)

JurongW      ( Date: 09-Mar-2026 13:47) Posted:

With the steep drop today, I' m expecting a SBB of at least 500k shares today.  Will update all after market close.
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newbie2019
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09-Mar-2026 14:09     
 
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 Alert Admin 		Well done. Need to be disciplined and not be emotional.

gosharej      ( Date: 09-Mar-2026 14:06) Posted:

SBB ,i keep  buying when dip.
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gosharej
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09-Mar-2026 14:06     
 
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 Alert Admin 		SBB ,i keep  buying when dip.
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newbie2019
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09-Mar-2026 13:54     
 
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 Alert Admin 		I buy until no money liao. Need to eat porridge now.
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JurongW
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09-Mar-2026 13:47     
 
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 Alert Admin 		With the steep drop today, I' m expecting a SBB of at least 500k shares today.  Will update all after market close.
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JurongW
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06-Mar-2026 17:50     
 
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 Alert Admin 		SBB today - 200,000 shares bought at $12.04 to $12.29 ($2,446,517)
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YuanLong94
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06-Mar-2026 14:36     
 
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 Alert Admin 		if considered for short term gain = can try oil stock, very violatile , might be +- 30 to 40 within 1 to 2 months.
if considered for long term = Keppel, by 2028 ( Aeromont balance 50% acquisition) and 2030 200 AUM Target. There will be growth, but not as quick/risk as per Oil stock.

Newbie2025      ( Date: 06-Mar-2026 12:38) Posted:

Sir, your wordings are very complex. May i seek your simple translation to layman terms, pls Thank you Sir

YuanLong94      ( Date: 06-Mar-2026 09:26) Posted:

Just a market sentimental thingy phase. . Ukraine/Russia War has been ongoing for 3 to 4 years. Israel/Iran war with USA involvement of course impact USA ( Amazon centre get bomb) Affect their middle east business. 

Top institute player simply sell to go buy oil now ( more volatile) to profiteer from it. Historical, oil always will go up during war but don forget , last time oil peak price and dropp that will take almost 10 to 15 years to recover back to that price range.
Big institute can simply write off or wait for another 10 to 100 years. 

 
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Newbie2025
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06-Mar-2026 12:38     
 
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 Alert Admin 		Sir, your wordings are very complex. May i seek your simple translation to layman terms, pls Thank you Sir

YuanLong94      ( Date: 06-Mar-2026 09:26) Posted:

Just a market sentimental thingy phase. . Ukraine/Russia War has been ongoing for 3 to 4 years. Israel/Iran war with USA involvement of course impact USA ( Amazon centre get bomb) Affect their middle east business. 

Top institute player simply sell to go buy oil now ( more volatile) to profiteer from it. Historical, oil always will go up during war but don forget , last time oil peak price and dropp that will take almost 10 to 15 years to recover back to that price range.
Big institute can simply write off or wait for another 10 to 100 years. 

 

newbie19      ( Date: 06-Mar-2026 08:50) Posted:

Yes agree with you...Q1 2026 results  coming soon too with attractive dividends..
 
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YuanLong94
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06-Mar-2026 09:26     
 
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 Alert Admin 		Just a market sentimental thingy phase. . Ukraine/Russia War has been ongoing for 3 to 4 years. Israel/Iran war with USA involvement of course impact USA ( Amazon centre get bomb) Affect their middle east business. 

Top institute player simply sell to go buy oil now ( more volatile) to profiteer from it. Historical, oil always will go up during war but don forget , last time oil peak price and dropp that will take almost 10 to 15 years to recover back to that price range.
Big institute can simply write off or wait for another 10 to 100 years. 

 

newbie19      ( Date: 06-Mar-2026 08:50) Posted:

Yes agree with you...Q1 2026 results  coming soon too with attractive dividends..
 

YuanLong94      ( Date: 05-Mar-2026 23:32) Posted:

Vested average up Keppel must be very happy They bought around 16 to 18 million SGD within this 7 days? Still have around 350million Sgd sharebuyback for them Before April confirm is worth around 13 to 14 With Q1 2026 result out in May 2026 +re rating + dividends + sharebuyback + monetarization species dividends Hopefully May onwards can stabilize at 15 to 18
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