Keppel
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Keppel Corp
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https://equitiesresearch.uobkayhian.com/Research/Equities
UOBKH:Keppel Monetisation And Fee Growth Accelerates In 1Q26 (24 April 2026)
Highlights
- 1Q26 net profit dipped slightly yoy, but recurring income and free cash flow rose strongly while asset management fees grew 13% yoy to S$108m.
- On track for S$2b-3b in asset monetisation this year with S$385m announced ytd gas margin impact on profits is limited thus far.
- Maintain BUY with an unchanged target price of S$13.23.
Hmmm....what preparation..
Maybe doing some volunteering works..
You have any recommendations?
You also going to retire?
investshare ( Date: 25-Apr-2026 20:36) Posted:
Are you doing any preparation if any?
newbie19 ( Date: 24-Apr-2026 23:10) Posted:
| Most probably end next year i will retire..😊 |
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Are you doing any preparation if any?
newbie19 ( Date: 24-Apr-2026 23:10) Posted:
Most probably end next year i will retire..😊
JurongW ( Date: 24-Apr-2026 22:49) Posted:
| Yup, I would have added more if I had more money. As a retiree, I anchor my portfolio around dividends for steady passive income |
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I think on coming Mon, after ex, it may fall to $11, for those who want to accumulate..😀
Wrong article bro.
Joelton ( Date: 25-Apr-2026 10:28) Posted:
Rigs in demand as day rates set to recover, spark spreads likely higher for electricity: Keppel
William Tng of CGS International has kept his ' add' call on Sanli Environmental. However, citing threats from higher energy costs, he has cut his target price from 47 cents to just 33 cents.
In his April 23 note, Tng says that Sanli' s 2HFY2026 earnings will be negatively impacted by higher labour costs and raw material price increases for some of its legacy Covid-era projects nearing completion.
This likely includes a mechanical, electrical and instrumentation control and automation portion of the Tuas Water Reclamation Plant contract won by the group in Jun 2020, he says.
" In addition, since the US-Iran conflict, oil prices have trended higher, resulting in cost increase across various industries. Sanli&rsquo s projects are mainly fixed cost in nature, with constrained ability to pass on cost escalations to its customers.
" However, the recent government measures to share the additional cost burden with suppliers involved in critical public projects could alleviate some of these cost pressure," he adds.
Even so, Tng warns that Sanli' s FY2026 to FY2028 gross margin will still be under pressure. As such, he has reduced his gross margin assumptions by 0.6-1.1% pts, leading to a 15.8-27.9% reduction in his EPS forecasts.
Tng warns that there are concerns over profit margin arising from the higher cost environment since the US-Iran conflict.
There is also risk of liquidated damages from a dispute raised by an unnamed " major customer" , with discussions to resolve this matter amicably could stretch into FY2027.
As a result, on this reduced earnings forecast and by applying a 16x earnings multiple, Tng has derived his new target price of 33 cents.
Nonetheless, Tng is reiterating his " add" rating given its order book-driven EPS growth, which is still projected at 77% for FY2027 despite his earnings cuts.
Sanli Environmental shares dropped 3.41% to 20 cents as at 11.55am.
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Rigs in demand as day rates set to recover, spark spreads likely higher for electricity: Keppel
William Tng of CGS International has kept his ' add' call on Sanli Environmental. However, citing threats from higher energy costs, he has cut his target price from 47 cents to just 33 cents.
In his April 23 note, Tng says that Sanli' s 2HFY2026 earnings will be negatively impacted by higher labour costs and raw material price increases for some of its legacy Covid-era projects nearing completion.
This likely includes a mechanical, electrical and instrumentation control and automation portion of the Tuas Water Reclamation Plant contract won by the group in Jun 2020, he says.
" In addition, since the US-Iran conflict, oil prices have trended higher, resulting in cost increase across various industries. Sanli&rsquo s projects are mainly fixed cost in nature, with constrained ability to pass on cost escalations to its customers.
" However, the recent government measures to share the additional cost burden with suppliers involved in critical public projects could alleviate some of these cost pressure," he adds.
Even so, Tng warns that Sanli' s FY2026 to FY2028 gross margin will still be under pressure. As such, he has reduced his gross margin assumptions by 0.6-1.1% pts, leading to a 15.8-27.9% reduction in his EPS forecasts.
Tng warns that there are concerns over profit margin arising from the higher cost environment since the US-Iran conflict.
There is also risk of liquidated damages from a dispute raised by an unnamed " major customer" , with discussions to resolve this matter amicably could stretch into FY2027.
As a result, on this reduced earnings forecast and by applying a 16x earnings multiple, Tng has derived his new target price of 33 cents.
Nonetheless, Tng is reiterating his " add" rating given its order book-driven EPS growth, which is still projected at 77% for FY2027 despite his earnings cuts.
Sanli Environmental shares dropped 3.41% to 20 cents as at 11.55am.
Good, money never stops working. That means more time with family, and more time to share investing ideas on ShareJunction.
newbie19 ( Date: 24-Apr-2026 23:10) Posted:
Most probably end next year i will retire..😊
JurongW ( Date: 24-Apr-2026 22:49) Posted:
| Yup, I would have added more if I had more money. As a retiree, I anchor my portfolio around dividends for steady passive income |
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Most probably end next year i will retire..😊
JurongW ( Date: 24-Apr-2026 22:49) Posted:
Yup, I would have added more if I had more money. As a retiree, I anchor my portfolio around dividends for steady passive income.
newbie19 ( Date: 24-Apr-2026 22:44) Posted:
| Yes very very confident.. somemore i got free shares of Seatrium.
Wah you bought 5.90, by now making double. |
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SBB today - 200,000 shares bought at 11.54 to 11.61 ($2,316,282)
Yup, I would have added more if I had more money. As a retiree, I anchor my portfolio around dividends for steady passive income.
newbie19 ( Date: 24-Apr-2026 22:44) Posted:
Yes very very confident.. somemore i got free shares of Seatrium.
Wah you bought 5.90, by now making double.
JurongW ( Date: 24-Apr-2026 22:00) Posted:
That is quite a position. You must be very confident in Keppel.
Mine is about one third of your holdings, bought at an avg price of 5.90.
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Yes very very confident.. somemore i got free shares of Seatrium.
Wah you bought 5.90, by now making double.
JurongW ( Date: 24-Apr-2026 22:00) Posted:
That is quite a position. You must be very confident in Keppel.
Mine is about one third of your holdings, bought at an avg price of 5.90.
newbie19 ( Date: 24-Apr-2026 21:39) Posted:
| Originally it was 50 lots. Late 2025 i bought another 10 lots.
Now total 60 lots. Consider so so..😊
How about you bro.
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60,000 shares bro.
newbie2019 ( Date: 24-Apr-2026 22:16) Posted:
60 lots or 600 lots? 😉
Now 1 lot is 100 shares.
newbie19 ( Date: 24-Apr-2026 21:39) Posted:
| Originally it was 50 lots. Late 2025 i bought another 10 lots.
Now total 60 lots. Consider so so..😊
How about you bro.
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60 lots or 600 lots? 😉
Now 1 lot is 100 shares.
newbie19 ( Date: 24-Apr-2026 21:39) Posted:
Originally it was 50 lots. Late 2025 i bought another 10 lots.
Now total 60 lots. Consider so so..😊
How about you bro.
JurongW ( Date: 24-Apr-2026 18:51) Posted:
| Curious to know how many lots u have |
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That is quite a position. You must be very confident in Keppel.
Mine is about one third of your holdings, bought at an avg price of 5.90.
newbie19 ( Date: 24-Apr-2026 21:39) Posted:
Originally it was 50 lots. Late 2025 i bought another 10 lots.
Now total 60 lots. Consider so so..😊
How about you bro.
JurongW ( Date: 24-Apr-2026 18:51) Posted:
| Curious to know how many lots u have |
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In fact some independent directors need not come out cash to purchase.
They already receive a significant portion of their compensation in the form of restricted shares or performance shares or can be also in the form of pay packages.
Newbie2025 ( Date: 24-Apr-2026 21:30) Posted:
Sir how come they are so rich, why they buy so little shares?
newbie19 ( Date: 24-Apr-2026 18:42) Posted:
| All this big shots purchased total combined shares lesser than mine...
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Originally it was 50 lots. Late 2025 i bought another 10 lots.
Now total 60 lots. Consider so so..😊
How about you bro.
JurongW ( Date: 24-Apr-2026 18:51) Posted:
Curious to know how many lots u have?
newbie19 ( Date: 24-Apr-2026 18:42) Posted:
| All this big shots purchased total combined shares lesser than mine...
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Sir how come they are so rich, why they buy so little shares?
newbie19 ( Date: 24-Apr-2026 18:42) Posted:
All this big shots purchased total combined shares lesser than mine...
JurongW ( Date: 24-Apr-2026 18:32) Posted:
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Curious to know how many lots u have?
newbie19 ( Date: 24-Apr-2026 18:42) Posted:
All this big shots purchased total combined shares lesser than mine...
JurongW ( Date: 24-Apr-2026 18:32) Posted:
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All this big shots purchased total combined shares lesser than mine...
JurongW ( Date: 24-Apr-2026 18:32) Posted:
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