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Up to you ,
Is always about market sentiment haha.
With or without this M1 deal, it should not affect the stock price as it is more towards " Special Dividends" .
New Keppel = Support base Dividends
Monetization = Support special dividends
Minimally we are expecting 0.47 SGD/share next year , which work out to about > 4.5% from currnet stock price.
Just fyi. OCBC 365 saver interest from May 2025 4.85% drop to August 2025 2.45% to May 2026 1.6%. Personally, i still think is better than bank interest/other source > .<
As below, Keppel still target 2 to 3 B Versus last year 1.6B exclude M1.
On Keppel part, our target to monetise S$2 billion to S$3 billion of non-core assets in 2026 remains unchanged. The proposed divestment of our stake in M1 telecommunication business will be removed from Keppel announced monetisation for 2025."
Is always about market sentiment haha.
With or without this M1 deal, it should not affect the stock price as it is more towards " Special Dividends" .
New Keppel = Support base Dividends
Monetization = Support special dividends
Minimally we are expecting 0.47 SGD/share next year , which work out to about > 4.5% from currnet stock price.
Just fyi. OCBC 365 saver interest from May 2025 4.85% drop to August 2025 2.45% to May 2026 1.6%. Personally, i still think is better than bank interest/other source > .<
As below, Keppel still target 2 to 3 B Versus last year 1.6B exclude M1.
On Keppel part, our target to monetise S$2 billion to S$3 billion of non-core assets in 2026 remains unchanged. The proposed divestment of our stake in M1 telecommunication business will be removed from Keppel announced monetisation for 2025."
Newbie2025 ( Date: 18-May-2026 09:05) Posted:
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Sir, now is cheaper to buy Keppel if it goes below $10?
YuanLong94 ( Date: 18-May-2026 08:38) Posted:
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No wonder simba can sell so cheap ,illegal use of spectrum . Sound like national security breaches
from last year July 2025 till now , M1 50 to 60million profit will revert? Originally M1 to be substitute by Bifrost/O& M
Mean it Q1 will be positive gain if there is M1.
SINGAPORE: The Infocomm Media Development Authority (IMDA) has suspended its assessment of telco Simba' s proposed acquisition of M1 after uncovering a potential regulatory breach during its review process.
In a media release on Monday (May 18), the regulator said it would suspend its evaluation of the deal " until further notice" , citing an ongoing investigation into whether Simba had been using radio frequency bands that were not assigned to it to provide mobile services.
" As the investigation findings may be material to IMDA&rsquo s assessment of the proposed consolidation, IMDA has decided to suspend its review of the proposed consolidation until the investigation has been concluded.&rdquo
Keppel announced its intention last August to sell its subsidiary M1 to Simba for S$1.43 billion (US$1.11 billion).
The deal is subject to regulatory approval by IMDA, which has been assessing it under the Telecom and Media Competition Code, which requires authorities to determine whether such a deal could substantially lessen competition or raise broader public interest concerns.
This includes scrutiny of how critical telecommunications infrastructure would be operated, particularly in light of heightened cybersecurity risks
IMDA noted that because M1 operates extensive mobile and broadband networks in Singapore, its review has been &ldquo detailed and thorough&rdquo .
In response to IMDA' s announcement, Keppel said on Monday that it understands the authority' s considerations and respects its decision.
" While awaiting the outcome of IMDA&rsquo s assessment, we have also been working on a Plan B, in case Keppel retains majority ownership of M1, which we will now start executing," it said in a media release.
" In response to the significant challenges facing the telecommunication industry in Singapore, our focus will be on enhancing M1&rsquo s efficiency to improve its run rate EBITDA, through rightsizing the company and reducing costs, without adversely affecting customer experience."
Keppel said that it has a 90-day plan to drive M1&rsquo s efficiency, which it will activate with immediate effect.
This includes reducing technology platform costs and network costs, using AI for automation, as well as product rationalisation, it said, adding that further details will be shared during its 1H 2026 results announcement.
" Even as we undertake the efficiency drive at M1, we believe that the telecommunication industry in Singapore is in need of and will benefit from consolidation and Keppel remains open to opportunities for divestment.
" On Keppel&rsquo s part, our target to monetise S$2 billion to S$3 billion of non-core assets in 2026 remains unchanged. The proposed divestment of our stake in M1&rsquo s telecommunication business will be removed from Keppel&rsquo s announced monetisation for 2025."
from last year July 2025 till now , M1 50 to 60million profit will revert? Originally M1 to be substitute by Bifrost/O& M
Mean it Q1 will be positive gain if there is M1.
SINGAPORE: The Infocomm Media Development Authority (IMDA) has suspended its assessment of telco Simba' s proposed acquisition of M1 after uncovering a potential regulatory breach during its review process.
In a media release on Monday (May 18), the regulator said it would suspend its evaluation of the deal " until further notice" , citing an ongoing investigation into whether Simba had been using radio frequency bands that were not assigned to it to provide mobile services.
" This would constitute unauthorised use of frequency spectrum, which is a breach of the Telecommunications Act 1999 and the conditions of Simba&rsquo s Facilities-Based Operations Licence," said the IMDA, adding that it is investigating the matter and will take the appropriate enforcement actions if needed.
" As the investigation findings may be material to IMDA&rsquo s assessment of the proposed consolidation, IMDA has decided to suspend its review of the proposed consolidation until the investigation has been concluded.&rdquo
Keppel announced its intention last August to sell its subsidiary M1 to Simba for S$1.43 billion (US$1.11 billion).
The deal is subject to regulatory approval by IMDA, which has been assessing it under the Telecom and Media Competition Code, which requires authorities to determine whether such a deal could substantially lessen competition or raise broader public interest concerns.
This includes scrutiny of how critical telecommunications infrastructure would be operated, particularly in light of heightened cybersecurity risks
IMDA noted that because M1 operates extensive mobile and broadband networks in Singapore, its review has been &ldquo detailed and thorough&rdquo .
In response to IMDA' s announcement, Keppel said on Monday that it understands the authority' s considerations and respects its decision.
" While awaiting the outcome of IMDA&rsquo s assessment, we have also been working on a Plan B, in case Keppel retains majority ownership of M1, which we will now start executing," it said in a media release.
" In response to the significant challenges facing the telecommunication industry in Singapore, our focus will be on enhancing M1&rsquo s efficiency to improve its run rate EBITDA, through rightsizing the company and reducing costs, without adversely affecting customer experience."
Keppel said that it has a 90-day plan to drive M1&rsquo s efficiency, which it will activate with immediate effect.
This includes reducing technology platform costs and network costs, using AI for automation, as well as product rationalisation, it said, adding that further details will be shared during its 1H 2026 results announcement.
" Even as we undertake the efficiency drive at M1, we believe that the telecommunication industry in Singapore is in need of and will benefit from consolidation and Keppel remains open to opportunities for divestment.
" On Keppel&rsquo s part, our target to monetise S$2 billion to S$3 billion of non-core assets in 2026 remains unchanged. The proposed divestment of our stake in M1&rsquo s telecommunication business will be removed from Keppel&rsquo s announced monetisation for 2025."
spursfan ( Date: 18-May-2026 08:29) Posted:
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Yes Sir, just saw the CNA news, suspend..
spursfan ( Date: 18-May-2026 08:29) Posted:
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Media Release
Keppel?s response to IMDA?s announcement on the suspension of its assessment of
the proposed consolidation between M1 and Simba
https://links.sgx.com/1.0.0/corporate-announcements/SY1057Z2N7PY0WIY/889168_20260518_MREL_Keppel_s%20response%20to%20IMDA_s%20announcement.pdf
https://links.sgx.com/1.0.0/corporate-announcements/SY1057Z2N7PY0WIY/889167_Iris%20-%20SGX%20Announcement_Final.pdf
Keppel?s response to IMDA?s announcement on the suspension of its assessment of
the proposed consolidation between M1 and Simba
https://links.sgx.com/1.0.0/corporate-announcements/SY1057Z2N7PY0WIY/889168_20260518_MREL_Keppel_s%20response%20to%20IMDA_s%20announcement.pdf
https://links.sgx.com/1.0.0/corporate-announcements/SY1057Z2N7PY0WIY/889167_Iris%20-%20SGX%20Announcement_Final.pdf
Keppel inks further Bifrost deal with Telstra, in &lsquo advanced&rsquo talks with more customers
It aims to sign contracts for the remaining fibre pairs in H1 this year
[SINGAPORE] Asset manager Keppel : BN4 -0.93% on Friday (May 15) announced a definitive 25-year deal with the global arm of Australian telco Telstra for a fibre pair on the Bifrost Cable System.
Spanning over 20,000 km, Bifrost is the world&rsquo s first subsea cable system linking Singapore directly to the US West Coast, via the Java and Celebes seas. It supports artificial intelligence workloads and cloud-native platforms, with commercial traffic having started in December 2025.
Keppel and Telstra International inked a binding term sheet in January, though the telco was not named at the time.
Three of the five fibre pairs in Bifrost are now committed to customers. Keppel is in &ldquo advanced discussions&rdquo with potential customers on the remaining two fibre pairs, with contracts targeted to be signed in the first half of this year.
The Telstra deal involves an indefeasible right of use (IRU) agreement, which is a long-term, irrevocable contract in telecommunications that grants exclusive and secure access to a portion of network capacity.
Finalising the IRU agreement &ldquo reflects the growing traction of Bifrost amid growing demand for high-quality digital connectivity infrastructure globally&rdquo , said Manjot Singh Mann, chief executive officer of Keppel&rsquo s connectivity business.
Roary Stasko, Telstra International&rsquo s CEO, noted that the Singapore-US route is &ldquo one of the world&rsquo s most important digital corridors, connecting fast-growing Asian markets to global cloud and content hubs&rdquo .
Bifrost has branching units extending connectivity to Jakarta and Manado in Indonesia, Davao in the Philippines, and Winema, Oregon in the US.
Keppel&rsquo s investment in the Bifrost fibre pairs is held through a 40-60 joint venture with its private fund co-investors.
Its shares ended Friday at S$10.60, down by S$0.10 or 0.9 per cent.
SBB today - 500,000 shares bought at 10.59 to 10.75 ($5,334,838)
Keppel inks definitive agreement with Telstra International for Bifrost Cable System
https://links.sgx.com/1.0.0/corporate-announcements/1HHDYNZKW7DO2OWI/888994_20260515_MREL_Keppel%20signs%20definitive%20agreement%20with%20Telstra%20for%20a%20fibre%20pair%20on%20Bifrost%20Cable%20System.pdf
AI predicts a 70% approval ..
Newbie2025 ( Date: 15-May-2026 13:00) Posted:
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I see, Sir
Bcos of national security issue, tat's y it is taking awhile to resolve. Next wk shd hv some light on it..
newbie19 ( Date: 15-May-2026 11:22) Posted:
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Yes very lightly will go through
.Analysts predict a positive outcome, they note that IMDA is taking
it's time to thoroughly resolve complex infrastructural and national security issues.
YuanLong94 ( Date: 15-May-2026 10:16) Posted:
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M1 deal will definitely go through
if you read do some google
there is talk on future regulation to speed up such thing
Haa
if you read do some google
there is talk on future regulation to speed up such thing
Haa
Newbie2025 ( Date: 15-May-2026 10:11) Posted:
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Sirs, is it most likely M1 sale not proceeding but analyst mentioned highly to go ahead but under certain condition?
Any idea?
Yes Sir, u r right, have to be patient, there is always up and down and more impt is to wait next wk abt M1 sale. The price hinges on the outcome next week..😂 😂 😂
JurongW ( Date: 14-May-2026 15:51) Posted:
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SBB today - 400,000 shares bought at 10.73 to 10.90 ($4,327,864)
Really on a downards trend. Support level should be around 10.20-10.50 before it starts to go up again.
In the mean time, do not bother to look at the price.
Everyday down trend, no eye to see.
Look back later next week again.
In the mean time, do not bother to look at the price.
Everyday down trend, no eye to see.
Look back later next week again.
Share price move in wave patterns - Now its wave down after wave up for so long.
As long as keppel business fundamentals remain strong, and as long term investors, we need to be patient and wait for next wave up.
Do u agree?
As long as keppel business fundamentals remain strong, and as long term investors, we need to be patient and wait for next wave up.
Do u agree?
Newbie2025 ( Date: 14-May-2026 15:35) Posted:
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Sir, now Keppel going South, is it bcos the sale of M1 is likely not proceeding?..😂 😂 😂
JurongW ( Date: 13-May-2026 19:17) Posted:
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Envisioning the long-term price target
SBB today - 200,000 shares bought at 10.88 to 10.99 ($2,187,195)