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Keppel
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Keppel Corp
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PiRPiR
Master |
09-Feb-2026 16:14
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https://bt.sg/76AJ
Analysts revise Keppel target price upwards to almost S$14 on strong earnings prospects Shares up 4.1% at S$12.12 in early Monday trading, hitting their highest price in over 12 years SINGAPORE] Phillip Securities and CGS International (CGSI) have raised their target prices for Keppel, following the asset manager?s announcement of a 27.2 per cent increase in second-half net profit last Thursday (Feb 5). shares rose as high as 4.1 per cent to S$12.12 as at 10.42 am on Monday, with more than 3.1 million shares trading hands. This marked the stock?s highest price in over 12 years, extending its rally from last week when it advanced 6.5 per cent.Keppel Phillip Securities on Monday raised its target price for Keppel by 13.1 per cent to S$13.80 and reiterated its ?buy? call, amid expectations of tailwinds supporting the asset manager?s earnings growth.Meanwhile, CGSI on Friday lifted its target price for Keppel by 6.4 per cent to S$13.52 and kept its ?add? call, noting that the group?s H2 net profit exceeded expectations and that the potential special dividend could be a long-term share price catalyst.?New Keppel earnings growth will be supported by asset management fees, lower interest rates, cost cuts, the Keppel Sakra Cogen power plant, and maintenance income from subsea cables and decarbonisation and sustainability solutions,? said Paul Chew, head of research at Phillip Securities.Noting that Phillip Securities? target price for Keppel is based on a sum-of-the-parts approach, Chew added that Keppel?s adjusted revenue and profit after tax and minority interests were within expectations at 97 per cent and 96 per cent respectively.Likewise, Citi Research on Sunday maintained its ?buy? call on Keppel and assigned it a target of S$13.17, noting that the company remains ?seemingly confident? about its plan to monetise non-core assets and hit its funds under management target.?Keppel believes that expanding FY2025?s assets under management of S$95 billion by S$5 billion more is easy as many investors are exiting US to go to Asia, which will benefit Keppel,? said Citi Research analyst Brandon Lee.Earnings growth outlookPhillip Securities? Chew expects New Keppel?s underlying earnings to grow 15 per cent year on year to S$909 million, as the group?s infrastructure segment is poised to benefit from earnings drivers.Chew and CGSI analyst Lim Siew Khee noted that the commencement of the Keppel Sakra Cogen plant ? which is set to be operational in H1 2026 and is fully contracted for 2026 and 2027 ? could contribute to earnings for the infrastructure segment.The completion of the Hong Kong and Tuas Nexus Integrated Waste Management Facility plants in 2026 is also expected to contribute to earnings for the decarbonisation and sustainability solutions segment, Chew said.Execution of the decarbonisation and sustainability solutions? S$7.1 billion contract backlog is also expected to drive earnings for 2026 and 2027, said Lim.On the real estate front, Chew noted that asset management fees and lower interest rates are expected to be key growth pillars. He added that Keppel South Central is a non-core asset earmarked for monetisation when occupancy, which currently stands at 50 per cent, stabilises. |
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YuanLong94
Member |
09-Feb-2026 15:46
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OCBC first 200k SGD 365 saver account (Salary , +Credit 500 dollar spending + saving +500 dollar versus last mont). But last year 2025 April to August it dropped from 4.65% to 2.45%.. So in general, overall market sentiment help. If April 2026 there is another round of interest cut factored in last year Fed rate cut at Q4 2025, i think more fund will inject to the market.
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JurongW
Elite |
09-Feb-2026 14:24
Yells: "Earnings give weight, Chart give wings" |
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Which bank gives 2.45% interest? Now fixed desposite generally is slightly more than 1%
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YuanLong94
Member |
09-Feb-2026 14:12
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With interest rate down, is simple maths 0.47/ 3.5% or 0.47/ 3% = minimally is 13.5 (3.5%) to 15.9 dollar(3%) 3% to 3.5% Versus Bank 2.45% or equivalent. Keppel do have a re-rating(AUM). Current Pay out is 56% of NewCO ( it used to be 70%). I think Keppel also do not want it to spike up too fast. Next Year Core Dividends will be higher than now. Max it can go is 15.9
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JurongW
Elite |
09-Feb-2026 13:57
Yells: "Earnings give weight, Chart give wings" |
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吉 宝 聚 财 ， 鸿 运 满 堂
(Jí bǎ o jù cá i, hó ngyù n mǎ ntá ng)
Meaning Keppel gathers wealth, great fortune fills the hall Emphasizes abundance, prosperity, and flourishing success.
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asianguy
Senior |
09-Feb-2026 13:42
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OCBC researchs' target price is $13.60. Hope Mr Piyush Gupta can repeat what he has done in DBS for Keppel. Looking forward to more rock solid share price gain :) |
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Louistan
Senior |
09-Feb-2026 12:38
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When Keppel reaches $13, which it will soon, analysts will find a reason to justify another increase in TP. Need to exercise care.
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SDEXXXXD
Veteran |
09-Feb-2026 12:19
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many analysts now jumping in with target calls above $13. https://www.businesstimes.com.sg/companies-markets/analysts-raise-keppels-target-price-maintain-buy-earnings-growth-forecasts https://www.theedgesingapore.com/capital/brokers-calls/uobkhs-loh-raises-keppel-target-price-1323-cheers-higher-dividends |
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beetlejuice
Master |
09-Feb-2026 12:03
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Front loaded with effort, back loaded with rewards.
Let time do the heavy weight lifting.
That's the essence of virtuous compounding. 💰 💰
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newbie19
Supreme |
09-Feb-2026 11:47
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Yes especially those long time more than 10 years and above investors.
😉
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geographic
Senior |
09-Feb-2026 11:10
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No horse run in the year of the Fire Horse.....Keppel Cheong Arh....You did not disappoint all your long time supporters. | ||||
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newbie19
Supreme |
09-Feb-2026 10:31
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Yes Huat to all. The best of the best CNY this year.
🧧 🧧
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alanchee
Senior |
09-Feb-2026 10:29
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1207 now, huat to all
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beetlejuice
Master |
09-Feb-2026 10:08
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形 势 一 片 大 好 , 一 百 二 十 毛 指 日 可 待 . 💰 🧧
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newbie2019
Veteran |
09-Feb-2026 09:22
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Spore budget rally! LNY rally! DJIA rally! Long zhong coming at once. |
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newbie19
Supreme |
09-Feb-2026 09:18
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Yes Jia you my dearest ❤ ️
You are almost there!
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alanchee
Senior |
09-Feb-2026 09:10
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Jia You !
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alanchee
Senior |
08-Feb-2026 17:54
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Good chance it will cross $12
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PiRPiR
Master |
08-Feb-2026 16:18
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https://simplywall.st/stocks/sg/capital-goods/sgx-bn4/keppel-shares/news/keppel-sgxbn4-valuation-check-after-s600m-decarbonisation-wi
Keppel (SGX:BN4) Valuation Check After S$600m Decarbonisation Wins And Upcoming FY2025 Results February 07, 2026 Simply Wall St Keppel (SGX:BN4) is back in focus after its infrastructure arm secured about S$600 million in new contracts tied to decarbonisation solutions, lifting its contracted revenue backlog for these activities above S$7.1 billion. See our latest analysis for Keppel. The new decarbonisation contracts come on the heels of Keppel?s full year 2025 results and the announcement that former DBS CEO Piyush Gupta will take over as non executive Chairman in April 2026, during a period when the share price has climbed to SGD11.64 with a 30 day share price return of 11.07% and a very large 5 year total shareholder return that signals strong long term momentum. If this decarbonisation push has you thinking about other infrastructure names tied to long term energy shifts, it could be a good moment to scan our 24 power grid technology and infrastructure stocks for potential next ideas to research. With the share price already near its consensus target and long term returns very large, the key question now is whether Keppel is still trading at a discount or if the market is already pricing in future growth. Most Popular Narrative: 3.4% Overvalued With Keppel last closing at S$11.64 against a widely followed fair value estimate of S$11.26, the current price sits slightly above that narrative mark. This rests on a detailed view of future earnings, margins and capital recycling. ....... |
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newbie19
Supreme |
07-Feb-2026 15:09
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Yes my friend, compounding in progress from Monday,
Do not interrupt unnecessarily unless permission granted.
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