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Keppel Corp
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JurongW
Elite |
26-Mar-2026 19:59
Yells: "Earnings give weight, Chart give wings" |
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JurongW
Elite |
26-Mar-2026 18:20
Yells: "Earnings give weight, Chart give wings" |
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Your command of Chinese is impressive. Guess you score straight A' s in the subject. Need MSCP help to translate the meaning for all to appreciate: This couplet comes from Li Bai&rsquo s famous Tang dynasty poem Early Departure from Baidi City: The cries of monkeys on both banks never cease, yet my light boat has already passed through thousands of mountains. 🌊 Meaning in English
✨ Poetic Emphasis
✅ Modern InterpretationIn modern terms, it can symbolize:
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beetlejuice
Master |
26-Mar-2026 18:11
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This Tang dynasty poem best summarises Keppel's transformations over the past few years.
Good job. 两 岸 猿 声 啼 不 住 , 轻 舟 已 过 万 重 山 .🐒 💰
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JurongW
Elite |
26-Mar-2026 17:48
Yells: "Earnings give weight, Chart give wings" |
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Extracted last few para from the article - Sounds Good. To keep the momentum going, the group aims to substantially monetise its remaining S$13.5 billion non-core portfolio by 2030, freeing up more capital to fuel its new engines. As Keppel enters the third year of its new incarnation, the narrative has shifted. The question is no longer whether the industrial conglomerate can successfully pivot, but how fast its new asset-management engines can run. &rdquo All our engines are firing &ndash from raising and deploying capital to executing complex projects and operating assets profitably at scale,&rdquo Loh said. &ldquo I am confident the foundations are in place for Keppel to continue progressing onwards and upwards in the years ahead.&rdquo
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PiRPiR
Master |
26-Mar-2026 17:43
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https://bt.sg/idw6z | ||||
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JurongW
Elite |
26-Mar-2026 16:58
Yells: "Earnings give weight, Chart give wings" |
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Lim & Tan Securities - 26 Mar We highlight the key points from Keppel Ltd ($12.45, up 0.20) FY2025 just released annual report: Amidst a turbulent and uncertain global backdrop, set against geopolitical tensions and economic volatility, we remained focused on advancing Keppel&rsquo s growth as a global asset manager and operator. Since announcing the Company strategic transformation in May 2023, we have steadily accelerated the growth of the New Keppel &ndash sharpening our focus, strengthening our asset-light model and growing recurring income. Our goal is clear - to deliver strong returns to our Limited Partners (LPs) and shareholders, while creating real assets and solutions that address the world&rsquo s pressing needs, from sustainable development to the growing demand for digital connectivity. We continue to have an Accumulate rating on Keppel Ltd given its successful transformation progress supported by continued daily share buy back program and another 10 to 15% upside to consensus target prices around $14. While normalized yield is low at 3%, however, combined with specials, it becomes more alluring. While forward PE is high at 20x, growth is expected to be 20%. |
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MrBear12
Supreme |
26-Mar-2026 10:05
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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I see. Bear thinks it safe to park at Jurong W.
Listen if you have ears... See if you have eyes. As far as JurongW
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Joelton
Supreme |
26-Mar-2026 09:15
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Keppel CEO Loh Chin Hua bets on AI, energy transition to drive S$200 billion ambition The asset manager expects to cross S$100 billion in funds under management this year [SINGAPORE] For a company once synonymous with building massive offshore oil rigs, Keppel&rsquo s transformation over the last few years has been nothing short of radical. With its metamorphosis into a global asset manager now nearly complete, Keppel : BN4 +1.47% has its gaze firmly fixed on the horizon: a target of S$200 billion in funds under management (FUM) by 2030. The road to that milestone will be paved by the twin megatrends of artificial intelligence (AI) and the global energy transition, which the group expects will reshape infrastructure demand in the coming years. Describing AI as &ldquo probably the most impactful force since the Industrial Revolution&rdquo , chief executive Loh Chin Hua noted that the next phase of value creation will demand integrated solutions that &ldquo combine compute, energy and connectivity at scale&rdquo . &ldquo To fully harness AI&rsquo s potential and create strong competitive advantage, Keppel will not only enable AI infrastructure, but also be an AI-enabled asset manager,&rdquo Loh said in an interview published in the company&rsquo s latest annual report on Thursday (Mar 26). This forward-looking optimism is anchored by a fully operational asset-light strategy. The group closed out 2025 with S$95 billion in FUM, putting it firmly on track to cross the S$100 billion mark by the end of 2026. But getting to S$200 billion by the end of the decade requires more than just aggressive fundraising. &ldquo Scale is earned through performance,&rdquo Loh said, pointing to Aermont Capital &ndash a European real estate manager with which Keppel has a strategic alliance &ndash as illustrative of how strong track records attract progressively larger fund mandates. &ldquo Over time, this creates a flywheel effect,&rdquo he added. &ldquo Strong performance attracts repeat capital, and larger funds will in turn allow us to originate and execute higher-value and more complex transactions.&rdquo This flywheel fundamentally alters how Keppel will fund its future ambitions. Powering the future As &ldquo New Keppel&rdquo scales, growth will be driven alongside third-party capital through private funds. This enables the execution of larger, more capital-intensive projects than its own balance sheet could traditionally support. Underpinning its digital infrastructure build-out is Keppel&rsquo s power and energy business. Upcoming milestones underscore this pipeline. The hydrogen-compatible Keppel Sakra Cogen Plant &ndash an example of proprietary assets funded through private funds &ndash is slated for generation-readiness in the first half of 2026. Already, it is fully contracted for 2026 and 2027. Meanwhile, the group has amassed S$7.1 billion in contracted revenues from decarbonisation and sustainability solutions &ndash more than double the level four years ago &ndash to be recognised over the next 10 to 15 years. Keppel last year also commenced commercial traffic on the Bifrost Cable System, expanded its AI-ready capabilities and grew its Asia Pacific data centre powerbank to over 1 gigawatt. These, Loh believes, will reduce execution risk, support disciplined scaling under its asset-light model and build a pipeline of assets to support FUM growth. There is more to come in the first half of 2026, including the development of a floating data centre project. &ldquo Looking ahead, demand for reliable power, cleaner energy and grid decarbonisation will continue to expand, particularly with the rise in digitalisation and AI,&rdquo Loh said. &ldquo Our early positioning in expanding generation capacity, cross-border renewable energy imports and low-carbon energy vectors gives us strategic relevance in the energy transition and also strengthens Keppel&rsquo s ability to support power-intensive sectors, such as digital infrastructure.&rdquo While the future trajectory is its primary focus, Keppel&rsquo s FY2025 scorecard provides the necessary proof of concept for investors. Core operations &ndash stripped of legacy assets &ndash delivered a 39 per cent year-on-year surge in net profit to S$1.1 billion, while return on equity improved to 18.7 per cent. To keep the momentum going, the group aims to substantially monetise its remaining S$13.5 billion non-core portfolio by 2030, freeing up more capital to fuel its new engines. As Keppel enters the third year of its new incarnation, the narrative has shifted. The question is no longer whether the industrial conglomerate can successfully pivot, but how fast its new asset-management engines can run. &rdquo All our engines are firing &ndash from raising and deploying capital to executing complex projects and operating assets profitably at scale,&rdquo Loh said. &ldquo I am confident the foundations are in place for Keppel to continue progressing onwards and upwards in the years ahead.&rdquo Shares of Keppel have climbed 20.3 per cent in the year to date, closing at S$12.45 on Wednesday. |
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JurongW
Elite |
26-Mar-2026 01:02
Yells: "Earnings give weight, Chart give wings" |
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Theme of 2025 Annual Report - GROWING Momentum Growing Momentum conveys that the organization is not only achieving growth, but that this growth is compounding, gaining force, and positioning the company for even greater achievements ahead. It implies a virtuous cycle - past successes are fueling current progress, which in turn sets the stage for future breakthroughs. https://links.sgx.com/1.0.0/corporate-announcements/CMLEN559K1LSH1QR/880492_1.%20Keppel%20Ltd._Annual%20Report%202025.pdf |
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Newbie2025
Senior |
25-Mar-2026 16:19
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Sir, market is moving up and down, depends on whether the war continue or stop? So price is alwaysbup and down | ||||
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JurongW
Elite |
24-Mar-2026 23:18
Yells: "Earnings give weight, Chart give wings" |
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Very chim and profound, so I ask MSCP to break down the meaning: 这 句 成 语 &ldquo 鹏 飞 万 里 ， 燕 雀 不 识 其 志 &rdquo 出 自 《 庄 子 · 逍 遥 游 》 ， 意 思 是 ： 大 鹏 鸟 展 翅 可 飞 万 里 ， 而 燕 雀 却 无 法 理 解 它 的 志 向 。
✨ 寓 意 ：
- 志 向 大 小 不 同 ： 胸 怀 远 大 的 人 ， 往 往 不 被 目 光 短 浅 者 理 解
- 格 局 差 异 ： 燕 雀 只 见 眼 前 小 利 ， 大 鹏 则 志 在 高 远
- 劝 勉 之 意 ： 提 醒 人 要 立 大 志 ， 不 要 被 小 格 局 束 缚
在 投 资 或 人 生 规 划 里 ， 这 句 话 常 被 用 来 比 喻 ： 有 远 见 的 战 略 布 局 ， 短 期 可 能 不 被 理 解 ， 但 长 期 才 能 展 现 价 值 。
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beetlejuice
Master |
24-Mar-2026 23:04
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鹏 飞 万 里 , 燕 雀 不 识 其 志 . 🦅 | ||||
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JurongW
Elite |
24-Mar-2026 22:49
Yells: "Earnings give weight, Chart give wings" |
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Change to this one safer. 
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MrBear12
Supreme |
24-Mar-2026 22:33
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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that balloon looks dangerous... can pop
better stick to the ground
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JurongW
Elite |
24-Mar-2026 21:55
Yells: "Earnings give weight, Chart give wings" |
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YuanLong94
Member |
24-Mar-2026 21:46
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Quick maths since like still have 280milion SGD to go ? feel like future entry point will be higher and higher for those missing the boat
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JurongW
Elite |
24-Mar-2026 17:50
Yells: "Earnings give weight, Chart give wings" |
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SBB today - 235,000 shares bought at $12.10 to $12.28 ($2,873,409) |
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JurongW
Elite |
23-Mar-2026 18:56
Yells: "Earnings give weight, Chart give wings" |
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Bought 400,000 shares at $12.07 to $12.16 ($4,848,767)
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JurongW
Elite |
23-Mar-2026 13:59
Yells: "Earnings give weight, Chart give wings" |
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Expect another buyback of 500K shares today. | ||||
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YuanLong94
Member |
23-Mar-2026 12:40
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Let Keppel sharebuyback to pick it too. In short, if Keppel spend up that 300million , even with 3% , they are getting 9million dividends. So let keppel finish their sharebuyback . Then future they might announcement more sharebuyback fund. Then we are heading towards 15, 20,25, and 30. IT will stabilize form there
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