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Keppel
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Keppel Corp
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MrBear12
Supreme |
03-Mar-2025 23:05
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5 Possible locations of Nuclear Plant in SGA study (Cheema  Citation2009) looked at the following locations in Singapore:
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MrBear12
Supreme |
03-Mar-2025 23:01
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No, not on high seas but underground. ST Eng it will be! https://www.tandfonline.com/doi/full/10.1080/19373260903343449
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investshare
Supreme |
03-Mar-2025 22:04
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Not only that but because a nuclear plant is not just a power plant, it is defense.
Seatrium because the plant will be built on high seas.
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MrBear12
Supreme |
03-Mar-2025 21:55
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Keppels 35 cents plus dividend will still be attractive. | ||||
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dontbetray
Veteran |
03-Mar-2025 21:49
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Keppel too diversify like SingTel. Have to cover up the laggard with other stronger earning earning. Now Data centre also affected by deepseek
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MrBear12
Supreme |
03-Mar-2025 19:57
![]() Yells: "Peace and goodwill to all" |
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Agree. St eng it will be.
Because the G controls it
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investshare
Supreme |
03-Mar-2025 18:18
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I think otherwise, I bet it will go Seatrium and STE.
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FATABA
Supreme |
03-Mar-2025 16:56
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As I have mentioned before .....so many more projects on hand.  Nucleu power can ONLY be for Kep or Semb ......not into outside companies hand ....too dangerous.  Coming next ...LOL  |
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john_ric
Supreme |
03-Mar-2025 15:45
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Keppleis shy this cycle | ||||
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MrBear12
Supreme |
03-Mar-2025 14:18
![]() Yells: "Peace and goodwill to all" |
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Time for this to move up.
Buy below 7 |
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Fiat500
Veteran |
03-Mar-2025 11:54
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Looks like SembCorp is catching up fast n probably will overtake Kepp Corp in a matter of time.. ST Engineering also coming up strong. | ||||
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newbie2019
Senior |
28-Feb-2025 17:34
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Hopefully, funds are coming in. | ||||
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newbie2019
Senior |
28-Feb-2025 17:27
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The closing volume (final 5 minutes of trading) for the past few days, including today, is huge. | ||||
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arcelfin27
Senior |
26-Feb-2025 10:37
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Yet this useless bugger is still below $7.. really f***ing useless  ![]() |
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FATABA
Supreme |
26-Feb-2025 09:29
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Keppel' s Vision 2030   Keppel' s Vision  2030  is a strategic plan aimed at transforming the company into an integrated business providing end-to-end solutions for sustainable urbanisation. Asset monetisation to the end of 2024 has totaled  S$7 billion  since the start of the programme in October 2020. The plan also focuses on four key business areas: energy and environment, urban development, connectivity, and asset management.   The Urban Development division is implementing sustainable urban renewal initiatives across  six projects  with combined asset value of S$3.3 billion as of end of 2024.  Keppel Sakra Cogen Plant  - Singapore&rsquo s first hydrogen compatible cogeneration power plant is on track to commence operations in 1H26. The  Bifrost Cable System  is expected to be ready for service in 2H25. The data centre  portfolio' s gross power capacity  has grown from 240 MW in 2018 to 650 MW in 2024, with plans underway to expand this to 1.2 GW in the next few years, leveraging third-party capital. Keppel also plans to significantly scale its FUM to  S$200 billion  by 2030, and is close to achieving its interim FUM target of S$100 billion by end-2026. |
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dontbetray
Veteran |
21-Feb-2025 14:03
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Natural Gas Prices Surge As Arctic Blast Fuels DemandBy  Alex Kimani  - Feb 19, 2025, 11:00 AM CST
![]() U.S.  natural gas futures  surged to $4.25/MMBtu in Wednesday' s session as Arctic cold boosts heating demand while potential freeze-offs threaten supply. An incoming Arctic blast is driving a surge in heating demand and also fueling concerns over potential production freeze-offs. According to Maxar' s latest forecast models, colder-than-expected temperatures are expected across the central and eastern U.S. through early March. Natural gas demand has been surging, with consumption currently at 122.9 Bcf/d, good for a 21% Y/Y increase. ![]() On the supply side, U.S. dry gas production clocked in at 106.1 Bcf/d, slightly higher from last year but still vulnerable to disruptions from extreme weather. Storage remains tight, with the latest EIA report showing a 100 Bcf draw for the week ending February 7, higher than the expected draw of 91 Bcf. U.S. gas stocks remain 2.8% below the five-year seasonal average, adding to market tightness. Bullish traders expect gas prices to test the $4.442 resistance level, while any dip below the $4.020 support could shift momentum to the downside. Further upside pressure remains in play in gas markets unless production remains stable and LNG exports ease. Meanwhile, European  natural gas futuresremain volatile, with prices hovering around â &sbquo ¬ 49 per megawatt-hour, as traders assess the urgent need to rebuild storage ahead of winter. Last week, Germany, France and Italy came up with a proposal to ease EU gas storage requirements in a bid to normalize the market. Under the current European Commission regulation mandates, all EU nations are required to refill their storage caverns to 90% capacity by November, with interim targets set for February, May, July, and September. EU gas storage is currently under 45% full, making it difficult to meet the requirement of 90% by November 1. That' s well below last year' s 67% mark at a corresponding point and the 10-year average of 51% for the same period. The continent' s seasonal draw has been bigger than in the previous two winters due to colder weather, lower wind power generation due to low wind speeds and the termination of Russian gas imports via Ukraine.  |
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leroy55
Veteran |
19-Feb-2025 16:11
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Reits, banks and grocers: Potential winners from Budget 2025 measuresPublished  Wed, Feb 19, 2025 · 03:39 PM
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LONG-TERM plans to spur growth, and tax rebates and incentives for certain companies, these were among the highlights of Singapore& rsquo s Budget 2025 statement delivered by Prime Minister and Finance Minister Lawrence Wong on Tuesday (Feb 18).  Ahead of the nation& rsquo s 60th birthday, Budget 2025 tackled immediate and long-term issues faced by Singapore. This ranged from affordability concerns and support for workers and families, to future steps the country must take as it forges ahead into a future marked by tech disruption, geopolitical uncertainty and climate threat.  With tax perks, vouchers and more funds earmarked for investments to nurture growth in critical sectors & ndash such as semiconductors, biotech, and clean energy & ndash analysts say some players in Singapore are positioned to emerge as winners from the schemes unveiled at Budget 2025.   
Semiconductor, R& D- and manufacturing-related companies Shares of semiconductor-related companies such as    AEM  :  AWX  -1.86%  and    Frencken  :  E28  -1.75%  could benefit from a greater focus on research and development (R& D), said DBS and Maybank.  This comes as the government intends to invest S$1 billion in research infrastructure and develop a new national semiconductor R& D fabrication facility.  ST Engineering  :  S63  -0.78%  could also gain from the increased emphasis on value-added manufacturing, said Maybank.  More on Budget 2025Visit our Budget 2025 site for more stories and analyses.  
Grocers and Reits Grocers such as    Sheng Siong  :  OV8  0%  and    DFI  :  D01  -0.89%  could get a boost from the measures unveiled to help ease inflationary pressures and costs of living, said DBS, OCBC, Maybank and CGS International. These measures include SG60 and CDC Vouchers for households and individuals and a 60 per cent personal income tax rebate.  The gains from higher spending on essentials and groceries could spill over to real estate investment trusts with suburban retail exposure, such as    CapitaLand Integrated Commercial Trust  :  C38U  -0.51%  and    Frasers Centrepoint Trust  :  J69U  -0.96%, added DBS, OCBC, and Maybank.  Companies with clean energy businesses The government& rsquo s commitment to clean power, with its S$5 billion investment top-up into the Future Energy Fund after an earlier tranche announced at Budget 2024 & ndash bodes well for    Sembcorp Industries  :  U96  +1.81%  and    Keppel  :  BN4  +0.44%, said DBS.  SEE ALSO
 
 
It could boost growth and investments for these utility and infrastructure players that have businesses in clean energy, the lender added.  CGS International noted that this could herald a long-term & ldquo positive outlook& rdquo for the firms. As they operate generation companies, they could be invited to submit bids in new investments or studies on new energy sources, including nuclear power, which the government intends to explore, it added.  Financial sector stocks Local bourse operator    Singapore Exchange (SGX)  :  S68  -0.94%could gain from the tax incentives introduced to encourage listings here and revive the local equities market, said DBS.  The measures include a corporate income tax rebate for Singapore-based firms seeking a SGX listing, enhanced concessionary tax rates for new fund managers who want to list locally and scale up their activities via public-fundraising, and tax exemptions for fund managers who invest substantially in Singapore-listed equities.  The SGX& rsquo s position as a leading multi-asset exchange may be bolstered by the tax incentives for fund managers with substantial investments in Singapore-listed equities, DBS added. These tax incentives could draw more institutional capital, bolster the bourse& rsquo s trading volumes, and raise demand for a wider range of financial products, it said.  Stocks of local banks    DBS  :  D05  +0.48%,    UOB  :  U11  -0.28%, and    OCBC  :  O39  +0.23%, could benefit from a potential boost to credit demand driven by government fund top-ups for the Coastal and Flood Protection Fund and the Changi Airport Changi Airport Development Fund, said Maybank.  Aviation-related firmsAnalysts are split on aviation-related stocks following the government& rsquo s guarantee to Changi Airport Group to lower borrowing costs for its development of Terminal 5 and its S$5 billion top-up for the Changi Airport Development Fund.  DBS thinks the top up will have & ldquo limited impact& rdquo on stocks of national carrier    Singapore Airlines  :  C6L  -1.09%  and ground handler    Sats  :  S58  -1.19%, stating that improved funding costs were not likely to translate into a & ldquo more measured pace of airport fee hikes given current conditions& rdquo .  OCBC believes Sats and    SIA Engineering  :  S59  +0.42%  could benefit from the opening of Terminal 5 expanding the airport& rsquo s capacity, but cautioned that this will likely play out only in the long run as the new terminal is set to open in mid-2030.  |
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leroy55
Veteran |
19-Feb-2025 12:26
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possible    Singapore to study potential development of nuclear power take steps to build up nuclear capabilities: Budget 2025Felicia Tan
Mon, 17 February 2025 at 4:53 pm GMT-8· 1-min read
 
Among the listcos, Keppel and Sembcorp Industries are major energy players. Singapore will study the potential development of nuclear power and take further steps to systemically build up on nuclear capabilities, says Prime Minister Lawrence Wong at this year&rsquo s Budget. Amid a need to meet rising energy needs and lower carbon emissions, Wong notes that expanding access to clean energy was a &ldquo major national imperative&rdquo . While the country has already begun importing low-carbon electricity from the region, meeting a third of Singapore&rsquo s projected electricity demand, the Prime Minister pointed out that the country still requires domestic sources to &ldquo ensure greater energy resilience&rdquo . ADVERTISEMENT
 
Nuclear was considered among the &ldquo inherently limited&rdquo options due to Singapore&rsquo s lack of natural resources and land, but nuclear power, which has been an established low-carbon energy source, was deemed unsuitable for Singapore in 2010. On Jan 15, Singapore&rsquo s Ministry of Trade (MTI) and the US Department of Energy signed a memorandum of understanding (MOU) to boost collaboration on civil nuclear issues. Under the MOU, both countries will work together on &ldquo energy security, [and] promote the development of zero-carbon baseload power in support of our climate goals,&rdquo according to the statement. Among the listcos, Keppel and Sembcorp Industries  U96   are major energy players.
A report commissioned by the Energy Market Authority (EMA) concluded in 2022 that nuclear energy could supply about 10% of Singapore&rsquo s energy needs by 2050.
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newbie2019
Senior |
19-Feb-2025 09:44
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Are we going to see 69 today? | ||||
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MrBear12
Supreme |
17-Feb-2025 08:05
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I do like to read the horse' s analysis, based on real investor experience. Financial Horse (FH) is a good source for investing ideas and analysis. Mrbear can retire now and let the horse take over.  Over to you, horsey!
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