• Average 12-month target: Based on 5 Wall Street analysts offering price analysis for Keppel, there are 5 strong buys and zero sell recommendations. The average price target is S$9.95 with a high forecast of S$10.80 and a low forecast of S$9.00. This indicates that most analysts believe Keppel can sustain or surpass the $10.00 level.
• Recent upgrades: Over the past few months, several analysts have raised their price targets for Keppel. For example, Phillip Securities increased their target to S$10.70, while UOB Kay Hian set a target of S$10.46 in August 2025. Just last week UBS set a $10.80 target.... surely these people are not going to lose their reputation by anyhow shouting target prices ..... they must have found the mafia' s prediction rationale and sensible.....
• Consensus estimates: As of late September 2025, consensus estimates put the average 12-month price target at S$10.465, with an upside potential of 18.5% from the current price (as @ 25 September).

• Successful business transformation:  Keppel is transitioning to a global asset manager with a more asset-light model. Its focus on sustainable urbanization is generating higher-quality, more recurring earnings.
• Asset monetization program:  Keppel' s program of divesting non-core assets has unlocked capital and is on track to meet or exceed its targets. Proceeds are being used for growth, debt reduction, and shareholder returns.
• Increased earnings:  The company has reported strong net profit growth, driven by higher asset management fees and gains from divestments. Its focus on high-growth areas like sustainability and digital infrastructure is expected to drive promising earnings growth in the coming years. 
• Black Market' s strong underworld belief:  The gangsters have been consistently betting that the company will give more than special dividends payout, like DIS from some of their companies that they are planning to divest or reduce their holding. As you should already know, these mafia people like to anyhow think, but the funny thing is that usually what they think or dream of,   mostly comes true. I also don&rsquo t know why.......

• UBS (BUY) = target: $10.80 (as @ Sep 25)
• CGSI (ADD) = target: $10.23 (as @ Aug 1)
• DBS Research (BUY) = target:  $10.00 (as @ Aug 1)
• OCBC Research (BUY) = target:  $10.20 (as @ Aug 1)
• PhilipSecruties (BUY)  = target:  $10.70 (as @ Aug 12)
• UOB KayHian (BUY)  = target:  $10.46 (as @ Aug 25)
• Macquarie (BUY)  = target:  $9.50 (as @ Sep 16)
• CLSA (OUTPERFORM)  = target:  $9.75 (as @ Sep 26)
• Lim & Tan (ACCUMULATE)  = target:  $10.00 (as @ Sep 24)
• Black Market (No Sell Button) = target: $15.00 (by 2030)

• Goldman Sachs: (Buy) target = S$4.00.
• Daiwa: (Buy) target = S$3.90 
• CGSI: (Buy) target = S$3.90.
• Maybank: (Buy) target = S$3.80
• DBS: (Buy) target = S$3.80
• HSBC Global: (Buy) target = S$3.80
• UOB Kay Hian: (Buy) target = S$3.60
• Citi: (Buy) target = S$3.55.
• CLSA: (Buy) target = S$3.36.
• BlackMarket (No Sell Button) target = S$5.50 MT.                                                                
   
• This one' s not bad. According to walletinvestor.com live Forecast System, Yangzijiang Shipbuilding stock is a good long-term profitable investment option,  with good returns. Based on their forecasts, a long-term increase is expected, the BS6 stock price prognosis for 2030-09-20 is S$5.494.
  https://walletinvestor.com/sgx-stock-forecast/bs6-stock-prediction

• The stock has received 10 Buy ratings and ZERO Hold or Sell ratings in the current month.
• Analyst opinions on the stock are generally positive.
• The average analyst price target has seen significant upward revisions over the past four months.
• Technical indicators also suggest a  Strong Buy  based on daily analysis, including moving averages and RSI. 

• Consensus Target: The consensus share price target is S$3.919 as of 27 September 2025.
• Orderbook and Margins: DBS notes a robust order backlog extending through 2027 and potentially into 2028, boosting earnings visibility. HSBC expects steady margin expansion from 2025 due to the execution of more profitable orders and stable steel prices. UOB Kay Hian highlighted recent strong order wins boosting earnings visibility.
• Valuation: Goldman Sachs believes a higher P/B valuation is justified given Yangzijiang' s pivot towards its core shipbuilding business and capacity expansion.
• Risks: Risks include higher steel prices and potential US regulations impacting Chinese-built vessels. 

Seatrium' s Strategic Shift: US Yard Sale, Cost Discipline, and ESG Execution Signal Profitable Turnaround

1. Massive demand for AI-ready data centers: The development of AI requires immense computing power, driving a huge demand for specialized data centers. Keppel is a leading provider of these facilities across Asia-Pacific and Europe and is rapidly expanding its portfolio. The company is also developing AI campuses in Malaysia, India, Japan, and Indonesia.
2. Next-generation connectivity through subsea cables: Keppel is developing advanced subsea cable systems, like the Bifrost Cable System, to provide high-speed connectivity across the Pacific. These cables are essential infrastructure for hyperscale cloud providers and AI data centers.
3. Strategic partnerships with tech leaders: Keppel has formed a strategic framework agreement with Amazon Web Services (AWS) to provide AI-enabled data center capacity, renewable energy access, and network connectivity. This partnership validates Keppel' s position as a key infrastructure provider in the AI ecosystem.
4. Integrating AI into internal operations: Keppel is actively using AI and machine learning to enhance its own business efficiency. 
5. Innovation in sustainable infrastructure: Keppel is developing energy-efficient and sustainable infrastructure solutions to power data centers, such as its hydrogen-ready power plants and innovative cooling technologies. This positions the company to capture investments from tech firms focused on their decarbonization goals.
   Remember we said mega development coming? It means also ten dollars coming! Remember,   Black market gangsters don' t have a sell button on this on this one   !

• Floating Wind Systems
• Digitalization and Data Analytics
• Cleaner Oil and Gas Solutions
• New Energy Solutions
• Smart Marine Systems

1. By leveraging TCOMS state-of-the-art facilities, including a deepwater ocean basin, Seatrium can stress-test new concepts and designs for harsh and complex real-world conditions.
2. The ability to run virtual simulations and physical model tests in the Ocean Lab allows Seatrium to validate performance, safety, and reliability early in the design phase, thus reducing technical risk and potential rework costs.

1. The Ocean Lab is central to Seatrium' s development of Floating Offshore Wind technology, a key growth area for renewable energy in deeper waters.
2. Research into alternative fuels like ammonia and hydrogen, as well as Carbon Capture, Utilisation, and Storage, is critical for Seatrium to help decarbonize the maritime and energy industries.  The Ocean Lab also develops cleaner solutions for oil and gas assets, such as smart FPSO platforms with lower GHG emissions. 

1. The Ocean Lab involves using extensive data from model tests to develop digital twins for assets like FPSOs. This technology allows for real-field operational monitoring and predictive maintenance, enhancing safety and performance.
2. The digitalization efforts and use of data analytics improve decision-making and enhance operational excellence across the project lifecycle, from design to real-world deployment. 

1. The collaboration between Seatrium and TCOMS provides a platform for engineers and scientists to work together on solving real-world challenges.
2. The Ocean Lab gives Seatrium access to leading researchers and scientists, enabling it to stay at the forefront of technological advancements and drive industry transformation. 

From data centres to finance: analysts identify SGX' s best proxies to capture AI boom  https://www.businesstimes.com.sg/companies-markets/data-centres-finance-analysts-identify-sgxs-best-proxies-capture-ai-boom