Latest Forum Topics /
Keppel
Last:6.49
-0.01
|
 Post Reply
|
|
Keppel Corp
|
|||||
|
geographic
Member |
08-Oct-2024 14:05
|
||||
|
x 0
x 0 Alert Admin |
Heading South again | ||||
| Useful To Me Not Useful To Me | |||||
|
FATABA
Supreme |
05-Oct-2024 11:32
|
||||
|
x 2
x 0 Alert Admin |
Good input . thanks Plus the recent sale in Vietnam ...i guess Keppel wil have a good update on the 24th Oct. Certainly not surprise it can visit the $7 mark. DYODD
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Login20
Veteran |
04-Oct-2024 21:22
|
||||
|
x 0
x 0 Alert Admin |
From DBS Market Insight dated 2 August 24 Losses for Legacy O& M assets should narrow, if not reverse. Of the SGD209m losses for Legacy O& M assets registered in 1H24, c.SGD67m was attributable to Seatrium&rsquo s price decline (from c.SGD2.40 as of end 2023 to SGD1.40 as of end Jun-24). Keppel has a remainder of 1.37bn shares (this should be before share consolidation from 20 into 1) or c.2% stake in Seatrium to encash. We find comfort that Seatrium&rsquo s share price has since recovered to above the SGD1.60 level. Floatel&rsquo s losses (c. SGD34m attributable to Keppel) was partly impacted by extra cost required to redeploy two vessels. Such losses should narrow or reverse in 2H with the booming chartering market. The remaining half of the losses was attributable to AssetCo Vendor Notes, which is a function of net interest and amortization charges. Management has stressed its priority to monetise these assets amidst robust demand
|
||||
| Useful To Me Not Useful To Me | |||||
|
ICXGOLD
Master |
04-Oct-2024 20:36
|
||||
|
x 0
x 0 Alert Admin |
The last quarter keppel reported losses of approximately 69 million from the valuation of seatrium. Does anyone know what price was used to arrive at the loss and how many shares we still help. Now that Seatrium is flying the loss would inevitably have been reversed. Would like to know by how much. Someone please shed some light | ||||
| Useful To Me Not Useful To Me | |||||
|
FATABA
Supreme |
01-Oct-2024 11:50
|
||||
|
x 0
x 0 Alert Admin |
wow if those NAV are accurate and no other major cost .....profit margin for these is very good . 24th Oct result update will be interesting . DYODD . Happy investing.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Joelton
Supreme |
01-Oct-2024 11:45
|
||||
|
x 0
x 0 Alert Admin |
Keppel awarded cooling services contract for 3 Tengah BTO projects
HDB will work with the group to design and provide infrastructure, such as strengthened roofs
SINGAPORE&rsquo S public housing authority has awarded Keppel : BN4 +0.15%&rsquo s infrastructure division a chilled water supply contract to design, build and operate centralised cooling systems (CCS) for three upcoming Build-To-Order (BTO) projects.
The contract is for a period of 20 years and is estimated to serve 3,500 households across Brickland Weave, Plantation Edge I & II, and Plantation Verge, said the Housing and Development Board (HDB) and Keppel in a joint statement on Monday (Sep 30).
Keppel : BN4 +0.15% does not expect the contract to have a material impact on its earnings per share or net tangible asset per share, for the current financial year.
The group will work with HDB to deliver CCS to each home while managing sign-ups and providing installation project management, operation and maintenance works for the system.
Its contracted scope also includes marketing and handling contractual arrangements with residents, which are commercial matters and relate to individual preferences for cooling their units.
Meanwhile, HDB will work with Keppel to design and provide infrastructure such as strengthened roofs and electrical provision for CCS, as well as with risers and common areas for the chilled water pipes.
The housing authority also made provisions for air-conditioner ledges at all flats in Tengah for residents who do not opt in for CCS services.
HDB said it will support Keppel to ensure that the rollout of CCS in the three BTO projects in Tengah will proceed &ldquo as smoothly as possible&rdquo .
When completed, CCS across the BTO projects will be connected to Keppel&rsquo s operations nerve centre for remote control and real-time performance monitoring.
Buyers of Tengah BTO flats have the option of subscribing to CCS, which involves piping chilled water to homes from centralised chillers installed on the rooftops of selected HDB blocks. This method is seen as a more energy-efficient cooling solution compared to conventional air-conditioning systems.
From Monday, homeowners may visit Keppel&rsquo s Energy-as-a-service Experience Centre at Toa Payoh HDB Hub to learn more about Keppel&rsquo s engineering and purpose-built designs in a physical mock-up of a typical home unit.
HDB chief Tan Meng Dui said: &ldquo With more market players participating in the provision of CCS services in a public housing setting, we hope to further strengthen the industry&rsquo s capabilities and deepen the CCS ecosystem, to make HDB living highly liveable and sustainable.&rdquo
|
||||
| Useful To Me Not Useful To Me | |||||
|
Joelton
Supreme |
01-Oct-2024 11:41
|
||||
|
x 0
x 0 Alert Admin |
Keppel&rsquo s subsidiary divests 70% stake in Saigon Sports City for up to $391.1 mil
Keppel Limited&rsquo s subsidiary, Jencity Limited, is divesting its 70% stake in Saigon Sports City Limited (SSCL). SSCL holds the right to develop a plot of land measuring some 64 hectares in Vietnam&rsquo s Ho Chi Minh City.
In its Sept 30 statement, Keppel says Jencity will divest 35% of SSCL&rsquo s charter capital to HTV Dai Phuoc Company Limited while the other 35% will be sold to Vinobly Investment Real Estate Joint Stock Company. Jencity will still hold the remaining 30% in SSCL.
HTV Dai Phuoc will purchase the stake in two tranches of 5% and 30%. The company will pay a cash consideration of VND320 billion ($16.8 million) for the 5% stake the amount will be paid in full once the equity transfer is registered with the regulatory authorities.
HTV Dai Phuoc will pay another consideration ranging from VND2.88 trillion (or $151.2 million) to VND3.29 trillion (or $172.8 million) for the 30% stake depending on whether the stipulated conditions are fulfilled. This consideration will be paid in two waves.
The net asset value (NAV) of the 5% stake is at VND137.0 billion (or $7.2 million) as at June 30 while the NAV of the 30% stake is approximately VND821.9 billion (or $43.1 million).
Vinobly will pay Jencity a consideration ranging from VND3.36 trillion (or $176.4 million) to VND3.84 trillion (or $201.5 million) for its 35% stake. The NAV of the stake is around VND958.8 billion (or $50.3 million) as at June 30.
The completion of the divestment is subject to the satisfaction of conditions precedent including obtaining the regulatory approvals for the right to develop the land plot in Ho Chi Minh City.
On the same day, Keppel announced that Toshin Development, the commercial developer within the Takashimaya Group, has subscribed for 46.4 million ordinary shares in its subsidiary, Himawari VNSC3 Pte Ltd. Himawari holds class C preference shares in each of Keppel Land (Saigon Centre) and Krystal Investments.
Keppel Land (Saigon Centre) and Krystal Investments have respective stakes of 68% and 16% in each of Keppel Land Watco-IV Company Limited (KLW IV), and Keppel Land Watco-V Company Limited (KLW V). KLW IV and KLW V hold the land use rights for Saigon Centre Phase 3 located in Ho Chi Minh City&rsquo s District 1. Saigon Centre Phase 3 is currently undergoing planning and is intended to be a mixed-use development.
Toshin will pay US$46.4 million ($62.2 million) for the shares, which is the adjusted NAV of the company&rsquo s agreed interest in KLW IV and KLW V. The amount is, in turn, based on the agreed value of Saigon Centre Phase 3 as at Aug 31. The consideration will be paid in seven tranches the last will be paid after the construction permits have been issued to KLW IV and KLW V.
Keppel&rsquo s wholly-owned subsidiary, Saigon Centre Investment Ltd, holds the remaining 46.6 million shares in Himawari.
|
||||
| Useful To Me Not Useful To Me | |||||
|
spursfan
Elite |
30-Sep-2024 21:42
|
||||
|
x 0
x 0 Alert Admin |
Keppel awarded centralised cooling system contract for 3 Tengah BTO projects
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Alignment
Master |
28-Sep-2024 15:50
|
||||
|
x 0
x 0 Alert Admin |
Raging bull! | ||||
| Useful To Me Not Useful To Me | |||||
|
FATABA
Supreme |
17-Sep-2024 16:51
|
||||
|
x 0
x 0 Alert Admin |
Over 6.5M volume and up 15c One of the stronger day for Keppel . Dyodd Happy investing..
|
||||
| Useful To Me Not Useful To Me | |||||
|
john_ric
Supreme |
17-Sep-2024 10:59
|
||||
|
x 0
x 0 Alert Admin |
This bull has been unleashed. The up trend is very apparent. | ||||
| Useful To Me Not Useful To Me | |||||
|
SDEXXXXD
Veteran |
17-Sep-2024 09:43
|
||||
|
x 0
x 0 Alert Admin |
Keppel bull charging back towards $7 | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
valuehunter96
Member |
10-Sep-2024 18:12
|
||||
|
x 0
x 0 Alert Admin |
INTEREST RATE CUTS ARE EXTREMELY POSITIVE FOR KEPPEL A 75bps cut will result in Keppel earning an additional income of $30m Keppel Fund management will see increased investment activity as a result of lower interest rates too Keppel South Central will soon be complete in the next 6 months ahead and word on the street is its getting very strong leasing enquiries due to the Scarce supply of Grade A office building in the area |
||||
| Useful To Me Not Useful To Me | |||||
|
pursuer76
Veteran |
04-Sep-2024 10:37
|
||||
|
x 0
x 0 Alert Admin |
Most target prices are long-term like 18 months from now. It is not going anywhere near it until global economy especially China recovers from the slump. | ||||
| Useful To Me Not Useful To Me | |||||
|
Delvyss
Senior |
02-Sep-2024 09:06
|
||||
|
x 0
x 0 Alert Admin |
A good gap away from target price https://sginvestors.io/sgx/stock/bn4-keppel/target-price | ||||
| Useful To Me Not Useful To Me | |||||
|
Joelton
Supreme |
21-Aug-2024 11:54
|
||||
|
x 0
x 0 Alert Admin |
Keppel, ADB, EnterpriseSG to explore US$800 million of energy and environmental projects
For a start, they will look at opportunities in South-east Asia from 2025 to 2030
KEPPEL has inked a memorandum of understanding (MOU) with the Asian Development Bank (ADB) and Enterprise Singapore (EnterpriseSG) to explore US$800 million in energy-transition and environmental-sustainability opportunities in the Asia-Pacific region.
These projects are expected to be a part of the pipeline of infrastructure assets for Keppel : BN4 +1.83%&rsquo s private funds and listed business trust, the asset manager said on Tuesday (Aug 20).
Keppel will develop and operate these projects, which include decarbonisation of power generation, renewable energy, electric mobility and green buildings. Collectively, they may abate the equivalent of at least a million tonnes of CO2 per year, the mainboard-listed company said.
The organisations will also cooperate on blended finance (the mixing of private and public financing), which may include concessionary financing. This will &ldquo further improve bankability, support development outcomes and help mobilise private investment for the projects&rdquo , Keppel said.
The companies will initially explore opportunities in South-east Asia, targeting a total project value of US$800 million between 2025 and 2030.
The MOU was signed by Cindy Lim, the chief executive officer of Keppel&rsquo s infrastructure division Bhargav Dasgupta, vice-president for market solutions of ADB and Cindy Khoo, managing director of EnterpriseSG. The signing took place at the ADB&rsquo s headquarters in Manila.
Lim said that Keppel offers technical expertise and solutions for large-scale sustainable infrastructure projects, and can mobilise external capital from its partners.
Together with ADB&rsquo s concessionary financing and expertise in regional cooperation, as well as EnterpriseSG&rsquo s deal-matching and market access capabilities, the partnership is in a unique position to &ldquo drive impactful change and help the region achieve green growth&rdquo , she added.
EnterpriseSG&rsquo s Khoo said collaboration between the public and private sectors will be crucial in accelerating the development and deployment of climate tech solutions at scale.
&ldquo We are excited to be part of this effort, and look forward to supporting more home-grown global enterprises like Keppel in deepening their overseas footprint, while contributing to the advancement of sustainable development in the region,&rdquo she said.
In other recent energy-transition initiatives, Keppel signed an MOU with ACEN and GenZero on Aug 16 to explore the origination and utilisation of transition credits to facilitate the earlier retirement of a coal-fired power plant in the Philippines.
The development study under this MOU will explore transitioning from coal to renewables, and replacing the plant&rsquo s output with a solar plant and battery storage.
|
||||
| Useful To Me Not Useful To Me | |||||
|
FATABA
Supreme |
20-Aug-2024 17:12
|
||||
|
x 0
x 0 Alert Admin |
Thnaks for sharing . Keppel is certainly worth more than its book value and there are many projects potential . Then there are several monetisation projects... considering it happening in the next 12/18 mths . DYODD Happy investing.
|
||||
| Useful To Me Not Useful To Me | |||||
|
elisa28
Master |
20-Aug-2024 16:43
|
||||
|
x 0
x 0 Alert Admin |
09:44 PM EDT, 08/19/2024 (MT Newswires) -- Keppel (SGX:BN4), Asian Development Bank, and Enterprise Singapore have signed a memorandum of understanding to jointly explore energy transition and environmental sustainability projects valued at $800 million in Asia and the Pacific, according to a Tuesday filing with the Singapore Exchange. The partnership aims to develop high-quality infrastructure assets for Keppel' s private funds and listed business trust. The MOU will focus on projects spanning power generation decarbonization, renewable energy, electric mobility, green buildings, water treatment, and waste-to-energy. These initiatives are expected to reduce CO2 emissions by at least 1 million tonnes annually. Asian Development Bank will provide concessionary financing, developing project bankability and mobilizing private investments, while Enterprise Singapore will facilitate market access and connect Keppel with relevant partners and financing resources, the filing said. Keppel' s shares gained close to 2% in recent Tuesday trade. |
||||
| Useful To Me Not Useful To Me | |||||
|
ruanlai
Elite |
20-Aug-2024 15:52
|
||||
|
x 0
x 0 Alert Admin |
US$800 millions!!!!
Dyodd |
||||
| Useful To Me Not Useful To Me | |||||
|
ruanlai
Elite |
20-Aug-2024 15:39
|
||||
|
x 0
x 0 Alert Admin |
US $800 deal, Huat la whoever bought before yesterday
Dyodd https://www.theedgesingapore.com/news/environmental-social-and-governance/keppel-adb-enterprisesg-ink-mou-explore-us800-mil-energy |
||||
| Useful To Me Not Useful To Me | |||||