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JurongW Elite	21-May-2026 18:06        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	SBB today - 400,000 shares bought at 10.36 to 10.46 ($4,166,824)
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dexterderc Senior	21-May-2026 16:54        dexterderc About Contact  Quote this Post!
x 0   x 1  Alert Admin	If I'm Keppel, I'll do a reverse takeover of Simba which it really screws up for using non regulatory RFs.. haha.. Newbie2025      ( Date: 21-May-2026 16:50) Posted: Sirs, Singtel is also clarifying with regulators whether they can acquire M1..
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Newbie2025 Senior	21-May-2026 16:50        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sirs, Singtel is also clarifying with regulators whether they can acquire M1..
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Delvyss Elite	21-May-2026 08:33        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	UOB Kay Hian Keeps Their Buy Rating on Keppel Corporation Limited (BN4) https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/2045452/uob-kay-hian-keeps-their-buy-rating-on-keppel-corporation-limited-bn4/
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Newbie2025 Senior	20-May-2026 20:14        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you Sir, the mother is the biggest winner..⚘ ️ ⚘ ️ ⚘ ️ YuanLong94      ( Date: 20-May-2026 18:30) Posted: Write down is very accounting  I12  Katong is sell at a value lower than book value  mean based on assessment people think your hdb property is worth 1million you buy at 400k  but you sell 900k  write down 100k because you think it should worth 1' million but in actual you still profit gain by 500k . accounting world care about book value  in investment sense , after so many year of rental collect +property sale - original cost = gain  That why last year Keppel keep emphasize the crystallize value of M1 is 900million investment   gain even though there is 222m write down  all in all , Keppel commit on the 10 to 15% of the total sale value for special dividends , balance cash they will use for debt payment  then core dividend is pay through new Keppel  EPS might time to time be affect by this monetization deal but it will always have moneitization deal for Keppel  once Bifrost stabilize they can sell billion to their infrastructure REIT  once data centre finish build and 100% they will sell to Keppel data centre reit  once cbd   building 100% occupancy they will sell the Keppel Reit  Keppel Ltd  Greenfield to brownfield to EPC to 100% sale of the asset to recurring service .They earn from all aspect  Speediman      ( Date: 20-May-2026 00:19) Posted: M1 definitely will incur write downs... maybe not in 1H, but will come. I12 is sold on the cheap too It doesn't look that ros
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YuanLong94 Member	20-May-2026 18:30        YuanLong94 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Write down is very accounting  I12  Katong is sell at a value lower than book value  mean based on assessment people think your hdb property is worth 1million you buy at 400k  but you sell 900k  write down 100k because you think it should worth 1' million but in actual you still profit gain by 500k . accounting world care about book value  in investment sense , after so many year of rental collect +property sale - original cost = gain  That why last year Keppel keep emphasize the crystallize value of M1 is 900million investment   gain even though there is 222m write down  all in all , Keppel commit on the 10 to 15% of the total sale value for special dividends , balance cash they will use for debt payment  then core dividend is pay through new Keppel  EPS might time to time be affect by this monetization deal but it will always have moneitization deal for Keppel  once Bifrost stabilize they can sell billion to their infrastructure REIT  once data centre finish build and 100% they will sell to Keppel data centre reit  once cbd   building 100% occupancy they will sell the Keppel Reit  Keppel Ltd  Greenfield to brownfield to EPC to 100% sale of the asset to recurring service .They earn from all aspect  Speediman      ( Date: 20-May-2026 00:19) Posted: M1 definitely will incur write downs... maybe not in 1H, but will come. I12 is sold on the cheap too It doesn't look that rosy YuanLong94      ( Date: 19-May-2026 20:33) Posted: I think July result H2  Keppel will all in lol Seatrium plus i2katong plus Keppel powerplant 128m = close to 800million announce after April 2026? 2nd quarter not first quarter result  if not they might take their own sweet time . with M1 it might ended up be 3 to 4 B this year which exceed their target to balance lol  I believe 2 to 3 B target set by them for this year is realistic .  no harm for Keppel to sharebuyback though haha
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JurongW Elite	20-May-2026 17:50        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	SBB today - 400,000 shares bought at 10.16 to 10.37 ($4,112,846)
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Delvyss Elite	20-May-2026 13:58        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel Ltd Shows Resilient Asset Growth Amid Middle East Conflict Benefits, Maintains BUY with S$13.80 Target https://www.poems.com.sg/stocks/articles/keppel-ltd-asset-growth-middle-east-benefits-buy-rating/
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Newbie2025 Senior	20-May-2026 13:27        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sir, no idea..😇 😇 😇 I just know whether if you can see Keppel will be going backward by $2 and below or going foward by $2 and beyond, you already know the answer..🤩 🤩 🤩 investshare      ( Date: 20-May-2026 09:07) Posted: If sell STE and buy Keppel, almost $1 difference per 1000 shares. Make sense or not? What is your view? Newbie2025      ( Date: 19-May-2026 14:21) Posted: Un..un..unbeliveable, Sir..🫡 🫡 🫡
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YuanLong94 Member	20-May-2026 10:14        YuanLong94 About Contact  Quote this Post!
x 2   x 0  Alert Admin	M1 already write down 222million SGD last year Q4  when is announced for closure . Book write down because book value is higher then the selling price. Keppel still pay the dividend as per New Keppel nevertheless. 56% payout @ 0.36 SGD/share. With Monetizaiton special dividends as 0.11 SGD/share.    With monetization money + new keppel recurring money. Monetization will cover all the write down.. Hence only 10 to 15% monetization is given out as special dividends.    Let see how it goes. To me is very simple. If any company can have dividends payout double from now versus 2030. Keppel is my best bet. 0.45 SGD/ share @ 70% payout of New Keppel . If AUM double by 2030 7B= 48million SGD per year (12m per quarter) . I think Keppel will have at least 0.75 SGD/share dividend by 2030 (Hopefully) just from AUM. That assuming 70% payout too, can be 75% can be 80%. Keppel did mention, if recurring income is stable, they will give higher payout though, recent high is 66% at FY 2024.  Once become 200 B, it become 300B, 400 B, is a once in a life time opportunity to envision Keppel turning into blackrock, brookfield equivalent kind of company. USA citizen bet on Tesla Elon Musk believe that he can make thing happen. Tesla does not comprise of SpaceX back then. Is the trust of confidence.      As a Singaporean, I hope Keppel will be a worldwide brand in time to come, together with Temasek Holding too.  ​ Just fyi. FY 2018 = 64% (before that have Keppel FEl, non stable) FY 2022= 64%    (before that have Keppel FEl, non stable) FY 2024= 66%    (Without Keppel FEI) FY 2025 = 56% with monetization special dividends  ( why pay so much dividends when already increase from 0.34 SGD/share to 0.47 SGD/share. Need to moderate increase.  Speediman      ( Date: 20-May-2026 00:19) Posted: M1 definitely will incur write downs... maybe not in 1H, but will come. I12 is sold on the cheap too It doesn't look that rosy YuanLong94      ( Date: 19-May-2026 20:33) Posted: I think July result H2  Keppel will all in lol Seatrium plus i2katong plus Keppel powerplant 128m = close to 800million announce after April 2026? 2nd quarter not first quarter result  if not they might take their own sweet time . with M1 it might ended up be 3 to 4 B this year which exceed their target to balance lol  I believe 2 to 3 B target set by them for this year is realistic .  no harm for Keppel to sharebuyback though haha
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investshare Supreme	20-May-2026 09:07        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	If sell STE and buy Keppel, almost $1 difference per 1000 shares. Make sense or not? What is your view? Newbie2025      ( Date: 19-May-2026 14:21) Posted: Un..un..unbeliveable, Sir..🫡 🫡 🫡 investshare      ( Date: 19-May-2026 13:34) Posted: STE > Keppel now
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Delvyss Elite	20-May-2026 08:52        Delvyss About Contact  Quote this Post!
x 2   x 0  Alert Admin	Keppel Responds to IMDA' s Suspension of M1-SIMBA Deal: Plan B, Rightsizing, and Future Monetisation Strategies Explained https://www.minichart.com.sg/2026/05/18/keppel-responds-to-imdas-suspension-of-m1-simba-deal-plan-b-rightsizing-and-future-monetisation-strategies-explained/ geographic      ( Date: 19-May-2026 15:45) Posted: 塞 翁 失 马 ， 焉 知 非 福 Delvyss      ( Date: 19-May-2026 15:22) Posted: Every cloud has a silver lining
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Speediman Veteran	20-May-2026 00:19        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	M1 definitely will incur write downs... maybe not in 1H, but will come. I12 is sold on the cheap too It doesn't look that rosy YuanLong94      ( Date: 19-May-2026 20:33) Posted: I think July result H2  Keppel will all in lol Seatrium plus i2katong plus Keppel powerplant 128m = close to 800million announce after April 2026? 2nd quarter not first quarter result  if not they might take their own sweet time . with M1 it might ended up be 3 to 4 B this year which exceed their target to balance lol  I believe 2 to 3 B target set by them for this year is realistic .  no harm for Keppel to sharebuyback though haha    Newbie2025      ( Date: 19-May-2026 18:56) Posted: Now no more $14 or $15 effect, it's all.linked to M1 sale. If thereis special dividend, the effect comes back
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YuanLong94 Member	19-May-2026 20:33        YuanLong94 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think July result H2  Keppel will all in lol Seatrium plus i2katong plus Keppel powerplant 128m = close to 800million announce after April 2026? 2nd quarter not first quarter result  if not they might take their own sweet time . with M1 it might ended up be 3 to 4 B this year which exceed their target to balance lol  I believe 2 to 3 B target set by them for this year is realistic .  no harm for Keppel to sharebuyback though haha    Newbie2025      ( Date: 19-May-2026 18:56) Posted: Now no more $14 or $15 effect, it's all.linked to M1 sale. If thereis special dividend, the effect comes back? JurongW      ( Date: 19-May-2026 18:38) Posted: You can DCA after keppel finished with SBB
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Newbie2025 Senior	19-May-2026 20:15        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	According to Loh, for the M1 transaction, there were serious discussions involving at least two bidders. ?We understand that Starhub was previously interested in acquiring M1. If Starhub acquires, we think its credit metrics could be strained if the deal were to be funded by debt. However, a longer-term consolidation in the market should return pricing to a more rational level, which should restore margins and protect longer-term profitability,? OCBC Credit Research adds. spore1      ( Date: 19-May-2026 19:55) Posted: It may not get approval. They don't want too less telco player Speediman      ( Date: 19-May-2026 19:24) Posted: Starhub and M1 needs IDA to do something quickly to stem the reduction of earnings, maybe force Simba to "close shop" due to breach. IDA can issue a heavy fine just like how Optus got a huge fine Once Keppel declares M1 write downs like starhub, M1 valuation will easily be less than 1 billion
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spore1 Supreme	19-May-2026 19:55        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It may not get approval. They don't want too less telco player Speediman      ( Date: 19-May-2026 19:24) Posted: Starhub and M1 needs IDA to do something quickly to stem the reduction of earnings, maybe force Simba to "close shop" due to breach. IDA can issue a heavy fine just like how Optus got a huge fine Once Keppel declares M1 write downs like starhub, M1 valuation will easily be less than 1 billion
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Speediman Veteran	19-May-2026 19:24        Speediman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Starhub and M1 needs IDA to do something quickly to stem the reduction of earnings, maybe force Simba to "close shop" due to breach. IDA can issue a heavy fine just like how Optus got a huge fine Once Keppel declares M1 write downs like starhub, M1 valuation will easily be less than 1 billion
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JurongW Elite	19-May-2026 19:15        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Just like marriage, think long-term. Newbie2025      ( Date: 19-May-2026 18:56) Posted: Now no more $14 or $15 effect, it's all.linked to M1 sale. If thereis special dividend, the effect comes back? JurongW      ( Date: 19-May-2026 18:38) Posted: You can DCA after keppel finished with SBB
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Newbie2025 Senior	19-May-2026 18:56        Newbie2025 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now no more $14 or $15 effect, it's all.linked to M1 sale. If thereis special dividend, the effect comes back? JurongW      ( Date: 19-May-2026 18:38) Posted: You can DCA after keppel finished with SBB. spore1      ( Date: 19-May-2026 18:21) Posted: Once SBB stopped, price may go even lower
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JurongW Elite	19-May-2026 18:38        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	You can DCA after keppel finished with SBB. spore1      ( Date: 19-May-2026 18:21) Posted: Once SBB stopped, price may go even lower JurongW      ( Date: 19-May-2026 17:35) Posted: SBB today - 500,000 shares bought at 10.14 to 10.30 ($5,116,385)
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