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Keppel
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Keppel Corp
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newbie2019
Veteran |
20-Feb-2026 18:28
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$500 million
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JurongW
Elite |
20-Feb-2026 18:26
Yells: "Earnings give weight, Chart give wings" |
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How much monies authorised for SBB?
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newbie2019
Veteran |
20-Feb-2026 18:23
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In case you are wondering how much more, $130.7M now. As of 20 Feb 2026:
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JurongW
Elite |
20-Feb-2026 18:04
Yells: "Earnings give weight, Chart give wings" |
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SBB today - 200,000 shares bought at $12.85 to $12.93 ($2,583,378) | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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newbie2019
Veteran |
20-Feb-2026 17:03
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Our 2026 picks: Keppel &mdash STI laggard no more after rising from the ashes Fri, Feb 20, 2026 https://www.theedgesingapore.com/news/stocks-watch/our-2026-picks-keppel--sti-laggard-no-more-after-rising-ashes For global asset manager and operator Keppel, 2016 was a year it would rather not revisit. Social media users hopping on the viral &ldquo 2026 is the new 2016&rdquo throwback trend see the year as an ode to a simpler and happier time before Covid-19 struck. To them, 2016 was a year that was chock-full of pop culture touchstones, from wacky Snapchat filters to the release of DJ duo The Chainsmokers&rsquo infectious dance-pop anthem Closer. That was most certainly not the case for Keppel. In 2016, the company&rsquo s stock traded below $4 as it grappled with the fallout from cratering oil prices. The price of oil fell from about US$115 ($146) a barrel to below US$30 from 2014 to 2016. This dealt a massive blow to Keppel, which at the time was the world&rsquo s largest rig builder and drew most of its revenue from its offshore and marine business. At that point, no one would have dared to imagine a recovery, much less a turnaround, would have even been possible. But that was then and this is now. Today, Keppel, or New Keppel, as CEO Loh Chin Hua likes to call it, has risen from its ashes. For one, Keppel&rsquo s share price is no longer in the doldrums. In 2025, the company&rsquo s total shareholder return was 58.5%, more than double the 28.8% one could have gotten from investing in the flagship Straits Times Index. More importantly, Keppel has merged the legacy offshore and marine business with Sembcorp Marine to form Seatrium. This frees the company to pivot to an asset-light strategy of managing rather than owning heavy assets. Keppel is slowly working through its vast landbank in China. Elsewhere, when it makes sense, it can steadily sell its other properties and data centres to the commercial property-focused Keppel REIT and data centre-focused Keppel DC REIT. The transformation of Keppel has been nothing short of a rebirth. While it is fashionable for companies to dub themselves asset managers and tout growing funds under management, Keppel has been playing up its key strength: it is both an operator and a capital manager. Case in point: Keppel&rsquo s Bifrost subsea cable system, an essential link to the international digital infrastructure, is one where Keppel can earn leasing income and also generate long-term maintenance fees. That said, investors looking to cash in on their shares may want to think again, because there may still be some juice left in the New Keppel story, especially after the company&rsquo s FY2025 results announcement, which triggered a wave of higher target prices from already bullish analysts. In a note published on Feb 6, UOB Kay Hian analyst Adrian Loh raised his target price for Keppel to $13.23 from $11.70. Loh says Keppel&rsquo s return on equity has &ldquo improved meaningfully&rdquo by 3.8 percentage points to 18.7%. This, he adds, is a reflection of the company&rsquo s &ldquo improved capital efficiency and continued successful execution of its asset-light strategy.&rdquo Loh&rsquo s revised target price of $13.23 is based on a P/E multiple of 18 times. The multiple applies a 25% discount to the valuations of Keppel&rsquo s global asset management peers, whom Loh says can enjoy the benefits of scale, a wider geographical reach, deeper liquidity, and a longer track record. Loh isn&rsquo t the only analyst bullish on Keppel. Paul Chew of PhillipCapital raised his target price from $12.20 to $13.80 OCBC Group Research&rsquo s Chu Peng raised hers from $11.90 to $13.60. CGS International&rsquo s Lim Siew Khee and Meghana Kande, meanwhile, raised their target price for Keppel to $13.52 from $12.71 in their Feb 6 note on the company. Lim and Kande&rsquo s target price of $13.52 is based on 18 times FY2027 earnings and non-core assets at book value. According to Lim and Kande, Keppel rewards stockholders with dividends. The pair is forecasting a special dividend of between $0.74 and $1.11 based on Keppel&rsquo s plan to distribute 10% to 15% of the gross value of monetisation from its $13.5 billion monetisation programme, which will run to 2030. In his 2026 New Year message to employees, Keppel CEO Loh Chin Hua struck a sanguine tone while outlining the company&rsquo s trajectory, noting that they are &ldquo still early in our growth journey&rdquo . The company, since its early shipyard-only days, has undergone numerous reiterations. Judging by what he has already accomplished, it would be best not to bet against Keppel&rsquo s new act. |
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PiRPiR
Master |
20-Feb-2026 16:42
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Keppel (SGX:BN4) bought back 260,000 shares in the open market on Thursday for SG$3.3 million, according to a same-day filing with the Singapore Exchange.
The infrastructure and real estate company has so far repurchased nearly 14.2 million shares under its existing buyback mandate. |
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newbie19
Supreme |
19-Feb-2026 19:56
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Ya that's right, hope tomorrow actions again hit $13 and beyond. 😆
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JurongW
Elite |
19-Feb-2026 17:55
Yells: "Earnings give weight, Chart give wings" |
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SBB today - 260,000 shares bought at $12.71 to $12.80 ($3,323,418) Thanks to SBB, keppel rebounded strongly before closing unchanged at $12.86 after hitting low of $12.70 this morning. |
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JurongW
Elite |
19-Feb-2026 00:15
Yells: "Earnings give weight, Chart give wings" |
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吉 宝 马 上 冲 冲 冲 , 钱 财 马 上 来 来 来
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PiRPiR
Master |
18-Feb-2026 23:00
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https://thesmartinvestor.com.sg/sia-keppel-or-st-engineering-which-blue-chip-still-offers-upside-after-the-rally/
Keppel: Structural Growth with Execution Risk Keppel has expanded its activities from offshore and marine to include infrastructure, energy transition, data centres, as well as asset management. Its share price reached an all-time high of S$12.69 on 13 February 2026. Full year 2025 (FY2025) net profit surged 39% year on year (YoY) to S$1.1 billion, with improvements across all business segments and record earnings by the Infrastructure Division. Group revenue rose 3.4% YoY to almost S$6 billion, while profit attributable to shareholders came in at S$789 million, 16.1% lower compared to a year ago, dragged by a S$222 million accounting loss from the proposed sale of M1?s telco business. As of 31 December 2025, Keppel improved its net gearing to 0.82x with S$2.3 billion in cash against S$11.3 billion in debt. The group proposed a 38% YoY increase in total distribution to S$0.47 per share, bolstered by a S$0.13 special dividend in cash and REIT units. The balance sheet has strengthened post-asset divestments, with manageable gearing and improving cash flow visibility. Looking ahead, Keppel aims to scale funds under management (FUM) to S$100 billion by end-2026 and S$200 billion by 2030, supported by a deal flow pipeline of about S$33 billion across its three divisions. In short, Keppel possesses structural growth potential, and execution discipline in large projects is necessary to deliver the upside. |
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MrBear12
Supreme |
17-Feb-2026 13:02
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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20 dollars this year.
All the best for an amazing horse year 🐴 🐎
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newbie19
Supreme |
16-Feb-2026 21:03
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Let's hope Thursday touch $13 and beyond. 🧧 🧧
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geographic
Senior |
16-Feb-2026 15:26
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兴 旺 發 to all supporters of Keppel. May the 🐎 年 bring Bountiful Wealth, Great Health and Plenty of Happiness to All. 恭 喜 發 财 ! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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newbie19
Supreme |
16-Feb-2026 15:00
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Last time was until cow come home, now is Piyush Gupta come home..no same😄 😄
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tankoksee
Supreme |
16-Feb-2026 14:51
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$20 soon!
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newbie2019
Veteran |
16-Feb-2026 14:22
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Last time 8 dollar ~ 10 dollar, company didn't buy aggressively.
Still remember they kept buying 50k every time, until cow come home.
Now realising that the price is not retreating, only start SBB aggressively.
Good for us...supporting the price higher.
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JurongW
Elite |
16-Feb-2026 13:43
Yells: "Earnings give weight, Chart give wings" |
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祝 吉 宝 马 不 停 蹄 , 快 马 加 鞭 , 马 到 功 成 !
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newbie19
Supreme |
16-Feb-2026 13:38
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Ok buy 1286. 18 Big 2 Small
Wishing everyone A Happy Lunar New Year, 一 路 顺 风 , 一 路 平 安 , 一 路 发 大 财 。
🧧 🧧 🧧 🧧 🧧 🧧 🧧 🧧
Wishing Keppel in 2026 can reach $18.
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JurongW
Elite |
16-Feb-2026 13:25
Yells: "Earnings give weight, Chart give wings" |
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Another Strong SBB today: 200,000 shares bought at $12.49 to $12.83 worth $2,536,499 |
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beetlejuice
Master |
16-Feb-2026 13:24
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Haha, may have to sell 300 shares to avoid keppel reit odd lots distribution.
Anyway, that's a happy problem. 马 上 赢 💰 🧧 .
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