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Glad to hear that, few of my colleagues also shifting from DBS to Keppel this morning.
Mr Piyush Gupta effect!
asianguy ( Date: 11-Feb-2026 09:42) Posted:
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Agreed ! I just did that. DBS without him is going down hill.
I think time for his dbs investor to sell dbs and migrate to keppel
asianguy ( Date: 10-Feb-2026 20:33) Posted:
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Mr Piyush Gupta effect !
JurongW ( Date: 10-Feb-2026 17:15) Posted:
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Hope Keppel continues to give strong returns in the year of the Horse!
投 资 吉 宝 ， 马 上 有 钱
投 资 吉 宝 ， 马 上 有 钱
Today up by another 40 cents, and closed at $12.50, which happen to be the target price initiated by JPM on 9 Oct 25.
Huat Ah !
Huat Ah !
newbie19 ( Date: 10-Feb-2026 16:45) Posted:
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Beyond my imagination..🧧 🧧
Analysts revise Keppel target price upwards to almost S$14 on strong earnings prospects
Shares end 4% up at S$12.10 on Monday, the highest close in over 12 years
[SINGAPORE] Phillip Securities and CGS International (CGSI) have raised their target prices for Keppel, following the asset manager&rsquo s announcement of a 27.2 per cent increase in second-half net profit last Thursday (Feb 5).
Keppel : BN4 +3.95% shares rose as high as 4.1 per cent to S$12.12 as at 10.42 am on Monday, with more than 3.1 million shares trading hands. This marked the stock&rsquo s highest price in over 12 years, extending its rally from last week when it advanced 6.5 per cent.
The counter ended at S$12.10, 4 per cent or S$0.46 higher.
Phillip Securities on Monday raised its target price for Keppel by 13.1 per cent to S$13.80 and reiterated its &ldquo buy&rdquo call, amid expectations of tailwinds supporting the asset manager&rsquo s earnings growth.
Meanwhile, CGSI on Friday lifted its target price for Keppel by 6.4 per cent to S$13.52 and kept its &ldquo add&rdquo call, noting that the group&rsquo s H2 net profit exceeded expectations and that the potential special dividend could be a long-term share price catalyst.
&ldquo New Keppel earnings growth will be supported by asset management fees, lower interest rates, cost cuts, the Keppel Sakra Cogen power plant, and maintenance income from subsea cables and decarbonisation and sustainability solutions,&rdquo said Paul Chew, head of research at Phillip Securities.
Noting that Phillip Securities&rsquo target price for Keppel is based on a sum-of-the-parts approach, Chew added that Keppel&rsquo s adjusted revenue and profit after tax and minority interests were within expectations at 97 per cent and 96 per cent respectively.
Likewise, Citi Research on Sunday maintained its &ldquo buy&rdquo call on Keppel and assigned it a target of S$13.17, noting that the company remains &ldquo seemingly confident&rdquo about its plan to monetise non-core assets and hit its funds under management target.
&ldquo Keppel believes that expanding FY2025&rsquo s assets under management of S$95 billion by S$5 billion more is easy as many investors are exiting US to go to Asia, which will benefit Keppel,&rdquo said Citi Research analyst Brandon Lee.
Earnings growth outlook
Phillip Securities&rsquo Chew expects New Keppel&rsquo s underlying earnings to grow 15 per cent year on year to S$909 million, as the group&rsquo s infrastructure segment is poised to benefit from earnings drivers.
Chew and CGSI analyst Lim Siew Khee noted that the commencement of the Keppel Sakra Cogen plant &ndash which is set to be operational in H1 2026 and is fully contracted for 2026 and 2027 &ndash could contribute to earnings for the infrastructure segment.
The completion of the Hong Kong and Tuas Nexus Integrated Waste Management Facility plants in 2026 is also expected to contribute to earnings for the decarbonisation and sustainability solutions segment, Chew said.
Execution of the decarbonisation and sustainability solutions&rsquo S$7.1 billion contract backlog is also expected to drive earnings for 2026 and 2027, said Lim.
On the real estate front, Chew noted that asset management fees and lower interest rates are expected to be key growth pillars. He added that Keppel South Central is a non-core asset earmarked for monetisation when occupancy, which currently stands at 50 per cent, stabilises.
Media Release
10 February 2026
Keppel Private Credit Fund III secures new capital from AIIB, grows FUM to over US$561 millionGlobal asset manager and operator Keppel Ltd. (&ldquo Keppel&rdquo ) announced today that the Asian Infrastructure Investment Bank (&ldquo AIIB&rdquo ) has committed US$75 million to Keppel Private Credit Fund III (&ldquo KPCF III&rdquo ), along with a co-investment sleeve of up to US$50 million. This brings AIIB&rsquo s total commitment to up to US$125 million (S$159 million), boosting KPCF III&rsquo s total Funds under Management (&ldquo FUM&rdquo ) to over US$561 million (S$725 million).
No SBB still can up 46 cents.
Hope this week before CNY every day in positive territory.
Doesn't matter how many cents.
Hope so another positive news coming.
newbie2019 ( Date: 09-Feb-2026 18:42) Posted:
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How come there is no SBB today?
Price sensitive information coming soon?
M1 regulatory approval?
Price sensitive information coming soon?
M1 regulatory approval?
吉 祥 满 堂 ， 宝 运 连 年
Auspiciousness fills the hall, treasured fortune flows year after year.&rdquo
Auspiciousness fills the hall, treasured fortune flows year after year.&rdquo
https://bt.sg/76AJ
Analysts revise Keppel target price upwards to almost S$14 on strong earnings prospects
Shares up 4.1% at S$12.12 in early Monday trading, hitting their highest price in over 12 years
SINGAPORE] Phillip Securities and CGS International (CGSI) have raised their target prices for Keppel, following the asset manager?s announcement of a 27.2 per cent increase in second-half net profit last Thursday (Feb 5). shares rose as high as 4.1 per cent to S$12.12 as at 10.42 am on Monday, with more than 3.1 million shares trading hands. This marked the stock?s highest price in over 12 years, extending its rally from last week when it advanced 6.5 per cent.Keppel Phillip Securities on Monday raised its target price for Keppel by 13.1 per cent to S$13.80 and reiterated its ?buy? call, amid expectations of tailwinds supporting the asset manager?s earnings growth.Meanwhile, CGSI on Friday lifted its target price for Keppel by 6.4 per cent to S$13.52 and kept its ?add? call, noting that the group?s H2 net profit exceeded expectations and that the potential special dividend could be a long-term share price catalyst.?New Keppel earnings growth will be supported by asset management fees, lower interest rates, cost cuts, the Keppel Sakra Cogen power plant, and maintenance income from subsea cables and decarbonisation and sustainability solutions,? said Paul Chew, head of research at Phillip Securities.Noting that Phillip Securities? target price for Keppel is based on a sum-of-the-parts approach, Chew added that Keppel?s adjusted revenue and profit after tax and minority interests were within expectations at 97 per cent and 96 per cent respectively.Likewise, Citi Research on Sunday maintained its ?buy? call on Keppel and assigned it a target of S$13.17, noting that the company remains ?seemingly confident? about its plan to monetise non-core assets and hit its funds under management target.?Keppel believes that expanding FY2025?s assets under management of S$95 billion by S$5 billion more is easy as many investors are exiting US to go to Asia, which will benefit Keppel,? said Citi Research analyst Brandon Lee.Earnings growth outlookPhillip Securities? Chew expects New Keppel?s underlying earnings to grow 15 per cent year on year to S$909 million, as the group?s infrastructure segment is poised to benefit from earnings drivers.Chew and CGSI analyst Lim Siew Khee noted that the commencement of the Keppel Sakra Cogen plant ? which is set to be operational in H1 2026 and is fully contracted for 2026 and 2027 ? could contribute to earnings for the infrastructure segment.The completion of the Hong Kong and Tuas Nexus Integrated Waste Management Facility plants in 2026 is also expected to contribute to earnings for the decarbonisation and sustainability solutions segment, Chew said.Execution of the decarbonisation and sustainability solutions? S$7.1 billion contract backlog is also expected to drive earnings for 2026 and 2027, said Lim.On the real estate front, Chew noted that asset management fees and lower interest rates are expected to be key growth pillars. He added that Keppel South Central is a non-core asset earmarked for monetisation when occupancy, which currently stands at 50 per cent, stabilises.
Analysts revise Keppel target price upwards to almost S$14 on strong earnings prospects
Shares up 4.1% at S$12.12 in early Monday trading, hitting their highest price in over 12 years
SINGAPORE] Phillip Securities and CGS International (CGSI) have raised their target prices for Keppel, following the asset manager?s announcement of a 27.2 per cent increase in second-half net profit last Thursday (Feb 5). shares rose as high as 4.1 per cent to S$12.12 as at 10.42 am on Monday, with more than 3.1 million shares trading hands. This marked the stock?s highest price in over 12 years, extending its rally from last week when it advanced 6.5 per cent.Keppel Phillip Securities on Monday raised its target price for Keppel by 13.1 per cent to S$13.80 and reiterated its ?buy? call, amid expectations of tailwinds supporting the asset manager?s earnings growth.Meanwhile, CGSI on Friday lifted its target price for Keppel by 6.4 per cent to S$13.52 and kept its ?add? call, noting that the group?s H2 net profit exceeded expectations and that the potential special dividend could be a long-term share price catalyst.?New Keppel earnings growth will be supported by asset management fees, lower interest rates, cost cuts, the Keppel Sakra Cogen power plant, and maintenance income from subsea cables and decarbonisation and sustainability solutions,? said Paul Chew, head of research at Phillip Securities.Noting that Phillip Securities? target price for Keppel is based on a sum-of-the-parts approach, Chew added that Keppel?s adjusted revenue and profit after tax and minority interests were within expectations at 97 per cent and 96 per cent respectively.Likewise, Citi Research on Sunday maintained its ?buy? call on Keppel and assigned it a target of S$13.17, noting that the company remains ?seemingly confident? about its plan to monetise non-core assets and hit its funds under management target.?Keppel believes that expanding FY2025?s assets under management of S$95 billion by S$5 billion more is easy as many investors are exiting US to go to Asia, which will benefit Keppel,? said Citi Research analyst Brandon Lee.Earnings growth outlookPhillip Securities? Chew expects New Keppel?s underlying earnings to grow 15 per cent year on year to S$909 million, as the group?s infrastructure segment is poised to benefit from earnings drivers.Chew and CGSI analyst Lim Siew Khee noted that the commencement of the Keppel Sakra Cogen plant ? which is set to be operational in H1 2026 and is fully contracted for 2026 and 2027 ? could contribute to earnings for the infrastructure segment.The completion of the Hong Kong and Tuas Nexus Integrated Waste Management Facility plants in 2026 is also expected to contribute to earnings for the decarbonisation and sustainability solutions segment, Chew said.Execution of the decarbonisation and sustainability solutions? S$7.1 billion contract backlog is also expected to drive earnings for 2026 and 2027, said Lim.On the real estate front, Chew noted that asset management fees and lower interest rates are expected to be key growth pillars. He added that Keppel South Central is a non-core asset earmarked for monetisation when occupancy, which currently stands at 50 per cent, stabilises.
OCBC first 200k SGD 365 saver account (Salary , +Credit 500 dollar spending + saving +500 dollar versus last mont). But last year 2025 April to August it dropped from 4.65% to 2.45%..
So in general, overall market sentiment help. If April 2026 there is another round of interest cut factored in last year Fed rate cut at Q4 2025, i think more fund will inject to the market.
So in general, overall market sentiment help. If April 2026 there is another round of interest cut factored in last year Fed rate cut at Q4 2025, i think more fund will inject to the market.
JurongW ( Date: 09-Feb-2026 14:24) Posted:
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Which bank gives 2.45% interest? Now fixed desposite generally is slightly more than 1%
YuanLong94 ( Date: 09-Feb-2026 14:12) Posted:
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With interest rate down, is simple maths
0.47/ 3.5% or 0.47/ 3% = minimally is 13.5 (3.5%) to 15.9 dollar(3%)
3% to 3.5% Versus Bank 2.45% or equivalent.
Keppel do have a re-rating(AUM). Current Pay out is 56% of NewCO ( it used to be 70%). I think Keppel also do not want it to spike up too fast. Next Year Core Dividends will be higher than now. Max it can go is 15.9
0.47/ 3.5% or 0.47/ 3% = minimally is 13.5 (3.5%) to 15.9 dollar(3%)
3% to 3.5% Versus Bank 2.45% or equivalent.
Keppel do have a re-rating(AUM). Current Pay out is 56% of NewCO ( it used to be 70%). I think Keppel also do not want it to spike up too fast. Next Year Core Dividends will be higher than now. Max it can go is 15.9
Louistan ( Date: 09-Feb-2026 12:38) Posted:
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吉 宝 聚 财 ， 鸿 运 满 堂
(Jí bǎ o jù cá i, hó ngyù n mǎ ntá ng)
Meaning Keppel gathers wealth, great fortune fills the hall
Emphasizes abundance, prosperity, and flourishing success.
OCBC researchs' target price is $13.60.
Hope Mr Piyush Gupta can repeat what he has done in DBS for Keppel.
Looking forward to more rock solid share price gain :)
Hope Mr Piyush Gupta can repeat what he has done in DBS for Keppel.
Looking forward to more rock solid share price gain :)
When Keppel reaches $13, which it will soon, analysts will find a reason to justify another increase in TP. Need to exercise care.
| SDEXXXXD ( Date: 09-Feb-2026 12:19) Posted: |
many analysts now jumping in with target calls above $13.
https://www.businesstimes.com.sg/companies-markets/analysts-raise-keppels-target-price-maintain-buy-earnings-growth-forecasts
https://www.theedgesingapore.com/capital/brokers-calls/uobkhs-loh-raises-keppel-target-price-1323-cheers-higher-dividends
https://www.businesstimes.com.sg/companies-markets/analysts-raise-keppels-target-price-maintain-buy-earnings-growth-forecasts
https://www.theedgesingapore.com/capital/brokers-calls/uobkhs-loh-raises-keppel-target-price-1323-cheers-higher-dividends