Keppel    Last:10.59    -0.07

Keppel Corp

Ah Gong wants to push up the price and make the shortist covered like siao........
TH will buy more at this low low price before the result is out

 

where got halt?

 

where do you see that

ruanlai      ( Date: 27-Jul-2020 09:07) Posted: Going to halt soon.....

 

Going to halt soon.....

 

 

Do you think Temasek will proceed with the Sembcorp deal announced just in June if they have no intention to proceed with the Keppel deal? 

Offer was announced when keppel was trading at $5.84 which is not far off from today. From TA expert' s reasoning, why didn' t Temasek simply acquire from the market but announce acquisition at such an " expensive" price? 

 

Certainly. Keppel is a $7 stock at minimum. Just like sembcorp, it is unfortunate to be dragged down by the marine segment. And Temasek having huge stakes in the 2 companies has a grand restructing plan for this 2 mighty conglomerates. Hop on the boat and ride it along with the big boss.

The Offer Price of S$7.35 per Share is not excessive considering that Keppel was a $11 stock as recent as 2014 and $8 stock in 2018.

" "

Following the successful close of the Partial Offer, the Offeror intends to work with the board of directors of the Company in undertaking a comprehensive strategic review of its businesses (the &ldquo Strategic Review&rdquo ) with the objective of creating sustainable value for all Shareholders. In order to facilitate such a Strategic Review, the Offeror may propose new directors to the board of directors of the Company after the close of the Partial Offer.

The Offeror remains open to all possibilities arising from the Strategic Review. The Strategic Review may result in (i) the Company refocusing on and strengthening certain businesses, and/or (ii) potential corporate actions including, but not limited to, joint ventures, strategic partnerships, acquisitions, disposals, mergers, or other transactions involving the Company, in each case as determined by the board of directors of the Company in the best interests of the Company and Shareholders.

Mr Tan Chong Lee, President, Temasek International and Director of the Offeror, said, &ldquo The Partial Offer reflects our view that there is inherent long term value in Keppel&rsquo s businesses, notwithstanding the challenges presented by the current business and economic outlook.&rdquo " "

I  really wonder why you are so negative about these 2 glorious companies. It is quite obvious what the grand plans that Temasek have for the companies.

 

Do you understand? No investor will understand unless you are insiders.

Leave it to Temasek and Keppel to do the numbering.

The fact is that share of price Keppel soared when the news came out out.

Without this news, do you think Keppel share price can stay above $6 for so long?

tangoanna      ( Date: 26-Jul-2020 21:48) Posted: Do you think it is possible to acquire 500million shares at $6, not to even mention $5.70? There is always a premium to pay to acquire a controlling interest, even more for this big conglomerate. Not as simple as you think. TA_Expert      ( Date: 26-Jul-2020 21:31) Posted: It is the premium that Temasek is offering for Keppel. Why is Temasek offering to buy the stake at $7+++ where you can get cheaply in the open market? Temasek is using taxpayer monies. No need to think wisely?

 

Do you think it is possible to acquire 500million shares at $6, not to even mention $5.70? There is always a premium to pay to acquire a controlling interest, even more for this big conglomerate. Not as simple as you think.

TA_Expert      ( Date: 26-Jul-2020 21:31) Posted: It is the premium that Temasek is offering for Keppel. Why is Temasek offering to buy the stake at $7+++ where you can get cheaply in the open market? Temasek is using taxpayer monies. No need to think wisely?  vicloo      ( Date: 25-Jul-2020 07:14) Posted: Temasek is helping SIA despite is making huge losses for 3mths and now plus still not a fixed date in mind when business will recover. Compare to Keppel which is still making profit not loss... It is double standards if they drop keppel.

 

It is the premium that Temasek is offering for Keppel. Why is Temasek offering to buy the stake at $7+++ where you can get cheaply in the open market?

Temasek is using taxpayer monies. No need to think wisely? 

vicloo      ( Date: 25-Jul-2020 07:14) Posted: Temasek is helping SIA despite is making huge losses for 3mths and now plus still not a fixed date in mind when business will recover. Compare to Keppel which is still making profit not loss... It is double standards if they drop keppel. TA_Expert      ( Date: 24-Jul-2020 18:27) Posted: Keppel finally sold down. Without that piece of news about Temasek buying up stakes in Keppel, she won' t be trading at this such from the period that the news was out. Many funds do not sell because they were thinking of the premium price that Temasek is going to pay. If Temasek will to abandon the plan, you will expect huge sell off in this counter.

 

Understood is a loss coming.Furthermore it mentioned significantly and adversely impacted" by recognition of material impairments, relating mainly to its offshore and marine (O& M) business.
SMM in same sector is badly affected how can Keppel Corp be unscathed.

ruanlai      ( Date: 26-Jul-2020 15:40) Posted: Profit Guidance Not Profit Warning...... More over the oil price is now above USD40 and Friday price drop already factor in. Buy on news and look after 6months is what  investors are looking at. Any drop in price next week is the buying opportunity for us........do not forget this counter is looked after by Ah Gong TH.......worst will be on GO.

 

Profit Guidance Not Profit Warning......

More over the oil price is now above USD40 and Friday price drop already factor in.

Buy on news and look after 6months is what  investors are looking at.

Any drop in price next week is the buying opportunity for us........do not forget this counter is looked after by Ah Gong TH.......worst will be on GO.

 

Next on the cards. Dispose the offshore & marine segment. Temasek has a grand plan, pretty sure the deal will still go through.

 

Anyone shorting this counter?

 

kepple issued profit guidance. negative impact from covid.

 

Do you know the premium value of a controlling interest?

Do you know the value of keppel corp?

Sgvale      ( Date: 25-Jul-2020 08:22) Posted: Why buy Keppel at high? SCI bought SSM at 0.20 Only vicloo      ( Date: 25-Jul-2020 07:14) Posted: Temasek is helping SIA despite is making huge losses for 3mths and now plus still not a fixed date in mind when business will recover. Compare to Keppel which is still making profit not loss... It is double standards if they drop keppel.

 

Why buy Keppel at high? SCI bought SSM at 0.20 Only

vicloo      ( Date: 25-Jul-2020 07:14) Posted: Temasek is helping SIA despite is making huge losses for 3mths and now plus still not a fixed date in mind when business will recover. Compare to Keppel which is still making profit not loss... It is double standards if they drop keppel. TA_Expert      ( Date: 24-Jul-2020 18:27) Posted: Keppel finally sold down. Without that piece of news about Temasek buying up stakes in Keppel, she won' t be trading at this such from the period that the news was out. Many funds do not sell because they were thinking of the premium price that Temasek is going to pay. If Temasek will to abandon the plan, you will expect huge sell off in this counter.

 

Temasek is helping SIA despite is making huge losses for 3mths and now plus still not a fixed date in mind when business will recover. Compare to Keppel which is still making profit not loss... It is double standards if they drop keppel.

TA_Expert      ( Date: 24-Jul-2020 18:27) Posted: Keppel finally sold down. Without that piece of news about Temasek buying up stakes in Keppel, she won' t be trading at this such from the period that the news was out. Many funds do not sell because they were thinking of the premium price that Temasek is going to pay. If Temasek will to abandon the plan, you will expect huge sell off in this counter.

 

Yes, Keppel is still making decent profits as they have diversified away from O& G some time ago.

The biggest segments are properties and REITs which are relatively defensive in nature.

michaeltan      ( Date: 24-Jul-2020 18:39) Posted: Let' s us review 1Q result.   Keppel reports net profit of S$160m in 1Q 2020 All key business units remain profitable despite COVID-19, many continue to provide essential services during Singapore&rsquo s circuit breaker. Keppel Corporation Limited (Keppel) reported a net profit of S$160 million for the first three months of 2020, 21% below the S$203 million for 1Q 2019, mainly due to an absence of gain from the divestment of a 70% interest in Dong Nai Waterfront City, Vietnam a year ago. Many Keppel business units provide essential services and continue to operate during the circuit breaker in Singapore. The Group achieved revenue of S$1,857 million for 1Q 2020, which was 21% higher than that of 1Q 2019, due mainly to higher revenues from offshore & marine projects, property trading projects in Singapore, the power and gas business, and with the consolidation of M1. Revenue growth for 1Q 2020 was partly offset by lower contributions from property trading projects in China, environmental engineering projects and asset management. TA_Expert      ( Date: 24-Jul-2020 18:27) Posted: Keppel finally sold down. Without that piece of news about Temasek buying up stakes in Keppel, she won' t be trading at this such from the period that the news was out. Many funds do not sell because they were thinking of the premium price that Temasek is going to pay. If Temasek will to abandon the plan, you will expect huge sell off in this counter.

 

If you think highly of Keppel, just buy. Why are you worried about others posting negative comments?

Everybody should do his/her due diligence and not just hearsay from anyone in this forum.

tangoanna      ( Date: 24-Jul-2020 19:54) Posted: --- Post Removed by User ---