Keppel
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Keppel Corp
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Totally and utterly agree on Keppel
My concern is more macro though ?
Last few days on Wall Street very very negative
1. Apple starting to break down
2. FAANG stocks in general breaking down
Could this be a prelude to a drop at least to 3400 on S&P and maybe as low as 3,000 ?
Could we be about to see capitulation and a crash down a further 20% ?
If so unfortunately Keppel could crop temporarily with the rout if it happens
ckmpd1 ( Date: 30-Sep-2022 11:33) Posted:
Regardless of what dissenters say, all KC cylinders are firing full speed and well.   
aragosta ( Date: 30-Sep-2022 11:01) Posted:
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Regardless of what dissenters say, all KC cylinders are firing full speed and well.   
aragosta ( Date: 30-Sep-2022 11:01) Posted:
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Agree with you, aragosta
Projected asset monetisation will reap in $17B over the next few yrs. 
aragosta ( Date: 29-Sep-2022 23:49) Posted:
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For LT SHs, any drop is a buying opportunity
share456 ( Date: 29-Sep-2022 15:15) Posted:
Following US stock market drop, Keppel price was dropping from $7 to $6.78 from Monday to Wednsday. 
When US market moved up yesterday, its price moves up today.
It means Keppel price is prone to drop in US stock market.
US stock market is expected to go lower in coming months due to rising interest rate and recession.
It means Keppel price is expected to go lower in coming months as well.
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KC' s order book is US$11.8B which is S$17B
Looking very good
aragosta ( Date: 29-Sep-2022 15:22) Posted:
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Yes quite agree to it but we long term investors nothing to it..
share456 ( Date: 29-Sep-2022 15:15) Posted:
Following US stock market drop, Keppel price was dropping from $7 to $6.78 from Monday to Wednsday. 
When US market moved up yesterday, its price moves up today.
It means Keppel price is prone to drop in US stock market.
US stock market is expected to go lower in coming months due to rising interest rate and recession.
It means Keppel price is expected to go lower in coming months as well.
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Following US stock market drop, Keppel price was dropping from $7 to $6.78 from Monday to Wednsday. 
When US market moved up yesterday, its price moves up today.
It means Keppel price is prone to drop in US stock market.
US stock market is expected to go lower in coming months due to rising interest rate and recession.
It means Keppel price is expected to go lower in coming months as well.
 
Yes agree..😊
ckmpd1 ( Date: 29-Sep-2022 14:25) Posted:
  i love it too.  When market conditions are right, KC will be poised to reach $8 soon
newbie19 ( Date: 29-Sep-2022 13:57) Posted:
KC siao liao.....once climb climb so high up.....But i love it. |
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  i love it too.  When market conditions are right, KC will be poised to reach $8 soon
newbie19 ( Date: 29-Sep-2022 13:57) Posted:
KC siao liao.....once climb climb so high up.....But i love it.
ckmpd1 ( Date: 29-Sep-2022 13:56) Posted:
| Strong buying 4,000,000shares.  Up 4%, $7.0 |
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KC siao liao.....once climb climb so high up.....But i love it.

ckmpd1 ( Date: 29-Sep-2022 13:56) Posted:
Strong buying 4,000,000shares.  Up 4%, $7.03
newbie19 ( Date: 29-Sep-2022 13:55) Posted:
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Strong buying 4,000,000shares.  Up 4%, $7.03
newbie19 ( Date: 29-Sep-2022 13:55) Posted:
 
ckmpd1 ( Date: 29-Sep-2022 13:23) Posted:
| KC is likely to reach $7 again soon and move upwards |
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ckmpd1 ( Date: 29-Sep-2022 13:23) Posted:
| KC is likely to reach $7 again soon and move upwards |
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KC is likely to reach $7 again soon and move upwards
Sensible minds far outnumber insensible minds.  We can expect some insensible minds here who will be influenced by instigators.  But good sense will prevail and sensible minds will overwhelmingly approve the proposed KOM/SCM merger
aragosta ( Date: 29-Sep-2022 11:26) Posted:
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Any minority SH who thinks he knows more abt KOM and SCM than TH, KC, SCM mgmts, JPM and CS is deceiving himself because he doesnt have access to confidential plans and information which are important for wise decision making,
ckmpd1 ( Date: 29-Sep-2022 12:25) Posted:
TH, KC and SCM mgmts, JP Morgan and Credit Suisse know the strengths, weaknesses, opportunities and threats for KOM and SCM.  They have reiterated that the merger terms and conditions are fair and will remain for minority SHs to vote.  TH, KOM and SCM are supremely confident that proposed merger will be approved,  Need they say more?.   
FATABA ( Date: 29-Sep-2022 10:46) Posted:
No Kep is definately KEEN on this merger, if you are aware, Kep take a big cut on KOM and are well prepare to transit into a clean energy company. 
So this cut off of KOM is ideal into SM ....remaining the high tech knowhow within local companies . Certainly this is also what Temasek wishes 
So I can say ...many Kep SH will definately vote yes. 
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TH, KC and SCM mgmts, JP Morgan and Credit Suisse know the strengths, weaknesses, opportunities and threats for KOM and SCM.  They have reiterated that the merger terms and conditions are fair and will remain for minority SHs to vote.  TH, KOM and SCM are supremely confident that proposed merger will be approved,  Need they say more?.   
FATABA ( Date: 29-Sep-2022 10:46) Posted:
No Kep is definately KEEN on this merger, if you are aware, Kep take a big cut on KOM and are well prepare to transit into a clean energy company. 
So this cut off of KOM is ideal into SM ....remaining the high tech knowhow within local companies . Certainly this is also what Temasek wishes 
So I can say ...many Kep SH will definately vote yes. 
 
aragosta ( Date: 29-Sep-2022 09:26) Posted:
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Dissenting minority SHs will scoff at my confidence that the proposed KOM/SCM merger will be approved by a wide margin.  Let wise investors do due diligence and prosper with most of us..  Always bet on the winning horse and avoid losers.  Anyway it is everyone' s own money.  Always bet on the favourite rather than the loser
aragosta ( Date: 29-Sep-2022 11:26) Posted:
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Guess KC going to have short squeezes base on low vol yet up around 3% !
I`ll be the first to Vote YES..
FATABA ( Date: 29-Sep-2022 10:46) Posted:
No Kep is definately KEEN on this merger, if you are aware, Kep take a big cut on KOM and are well prepare to transit into a clean energy company. 
So this cut off of KOM is ideal into SM ....remaining the high tech knowhow within local companies . Certainly this is also what Temasek wishes 
So I can say ...many Kep SH will definately vote yes. 
 
aragosta ( Date: 29-Sep-2022 09:26) Posted:
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