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Keppel Last:10.55

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KEPPEL CORPORATION YEAR 2020 ONWARD + UPGRADES

Why drop so much again ?

Abandoned orphan.. 😢 😢

des_khor ( Date: 05-Jan-2022 10:00) Posted:

Going to be forgotten child ?.

Happy 2022 everyone. Year end review Keppel. Google lone Wolf investor if you can' t click on the link

lonewolfinvestor.blogspot.com/2021/12/wolf-moneyyear-end-2021-review.html

Wolf Money(portfolio update for the month end Nov 2021) Keppel related

Commentary

The market goes through a serious correction towards the end of the month, the ghost of covid 19 refuse to leave us for good. STI and LWF was down about 4 to 5 percent respectively for the month of Nov. Medical expert are calling the South Africa variant to be more contagious than the Delta variant. Very little are known about the new covid variant. The market is likely to have their fingers off the buy button until the world had a better understanding of the new virus....

https://lonewolfinvestor.blogspot.com/2021/11/wolf-moneyportfolio-update-for-end-nov.html?m=1

  &ldquo Mandalay&rdquo  Poem by Rudyard Kipling(Partial)

By the old Moulmein Pagoda, lookin'  eastward to the sea,
There' s a Burma girl  a-settin' , and I know she thinks o'  me   
For the wind is in the palm-trees, and the temple-bells  they say:  
" Come you back, you British soldier  come you back to Mandalay!"   
Come you back to Mandalay,  
Where the old Flotilla  lay:  
Can' t you ' ear their paddles chunkin'  from Rangoon  to Mandalay?  
On the road to Mandalay,  
Where the flyin' -fishes  play,  
An'  the dawn comes up like thunder outer China  ' crost the  Bay!  .......

&ldquo Oh Man! Delay&rdquo  by Lone Wolf(Partial)

By the old Four Seasons Hotel, lookin' eastward to the Seatown
There' s a Orange Valley a-settin' , and I know she thinks o' me
For the wind is in the Mapletree, and the General they say:
" Come you back, you dismay shareholders come you back to SPH!"
Come you back to SPH,
Where the old Money lay:
Can' t you ' ear their paddles chunkin' from HPL to SPH?
On the road to SPH,
Where the CapitaLand malls play,
An' the dawn comes up like thunder outer Singapore Keppel Bay! Oh Man! Delay, Keppel Egm was delay! Oh Man Delay!

Sias questions Cuscaden and Keppel on SPH bid following investors' feedback

FOLLOWING investors' feedback, the Securities Investors Association (Singapore) (Sias) has posed questions to Cuscaden Peak and Keppel Corporation Keppel Corp: BN4 -0.93% on their competing offers for Singapore Press Holdings (SPH) SPH: T39 0%.

Among other things, the Sias, via a letter from its president and chief executive David Gerald, asked Cuscaden Peak to spell out its long-term plans for SPH Reit, should its bid succeed. The Sias also sought its intention with regard to the listing status of the Reit.

It also asked what factors would determine the chain offer price for the SPH Reit, should such an offer be triggered, given the trading price of S$1.01 as of Monday (Nov 22).

Gerald' s letter to Keppel questioned why Keppel was making it urgent for SPH shareholders to cast their votes. This was with reference to Keppel' s comments on last Tuesday (Nov 16), when it reiterated that its offer was " firm and irrevocable" .

" The sooner the scheme is approved, the better it is for SPH, so as to reduce any further uncertainty and instability for its various stakeholders and preserve value," Keppel had said.

Sias asked what Keppel meant by " further uncertainty and stability" , and noted that some shareholders have highlighted that it would be fairer and easier for them to make a decision if both offers are allowed to be considered at the same time.

Sias also asked Keppel to explain why it is beneficial for existing shareholders to receive Keppel Reit units that trades at a discount to net asset value. Why are SPH shareholders asked to " trade" their exposure to the current SPH assets for commercial properties owned by Keppel Reit, it asked.

Keppel had announced its proposed acquisition for SPH on Aug 2, with terms improved on Nov 9 after a competing bid by Cuscaden Peak. Keppel' s revised final offer consists of S$0.868 cash, 0.782 SPH Reit units and 0.596 Keppel Reit units per share.

Cuscaden Peak, a consortium comprising Hotel Properties, CLA Real Estate Holdings and Mapletree Investments, had made a surprise rival bid on Oct 29. It is now offering each SPH shareholder the option of an all-cash offer of S$2.36, or S$2.40 per share comprising S$1.602 cash and 0.782 of an SPH Reit unit through a distribution-in-specie by SPH.

As usual .... win contract price drop !

Usually the counter will drop once news is out, happened so many time laiow

Media Release- Keppel secures contract for offshore wind farm substations... https://links.sgx.com/1.0.0/corporate-announcements/6Q1KW6PHPRYGEZ2G/691716_MREL_22%20Nov_Keppel%20secures%20contract%20for%20offshore%20wind%20farm%20substations.pdf

LOL Custaden approval from SGX on the takeover ...just awaiting Aus regulator on approval .
Seem good news for Kep ...pocket $34M plus all the shares accumulated below 2.10 time ....

On the other hand SPH drop ....was it xd or due to the offer of 2.35 haha .....time will tell

Anyway as for Kep .....expecting a good dividend payout for full yr 2021 , also wonder what is happening to the logistic sale ? ( no news)
Most likely the KOM/SM merger will come out first .
Awaiting patiently

The compensation is still valid for Keppel.
Cuscaden is not entitled.

FATABA ( Date: 18-Nov-2021 10:24) Posted:

Keppel losing the deal of SPH could turn out to be a blessing ......lol
gain in SPH share price that they are holding ,,,
wonder the $34m compensation from SPH is still valid
Gain in its SPH reit /Kep Reit ,
More so, saving in cash

Asset caitalise program is moving on well , KOM/SM merger is on the card ( may hear news coming wks/mths )
expecting a good dividend like the last round for full year 2021.
Dyodd
Happy investing.

FATABA ( Date: 28-Oct-2021 17:50) Posted:

WOW good result ...SPH and merger all on the way.......

Keppel records sharp earnings growth for 3Q & 9M 2021 with improvements across all business segments Singapore, 28 October 2021 &ndash Keppel Corporation Limited (Keppel) has today released its voluntary business update for 3Q & 9M 2021. Net profit for the first nine months of 2021 was a sharp reversal from the net loss registered a year ago, with all segments performing better year on year1. Even excluding revaluations, major impairments and divestments in both years2, net profit for 9M 2021 was also a significant improvement year-on-year. The Company&rsquo s net profit for 3Q 2021 also grew strongly compared to a year ago, with all segments registering improved performance. The Group&rsquo s revenue was S$5,510 million for 9M 2021, which was 14% higher than S$4,818 million a year ago, underpinned by higher revenue contributions across all four key segments. The Group&rsquo s net gearing was lower at 0.76x as at 30 September 2021, compared to 0.85x as at 30 June 2021, mainly due to proceeds from asset monetisation and the issuance of perpetual securities, which were offset by the payment of 2021&rsquo s interim dividend. Mr Loh Chin Hua, CEO of Keppel Corporation, said, &ldquo Keppel&rsquo s business units have performed well. As a Group, we have recorded sharp improvements in earnings for 9M 2021 not only when compared to 2020, but even to pre-COVID 2019, excluding revaluations, impairments and divestments across periods. &ldquo We have also made bold strides forward on our Vision 2030 roadmap since it was unveiled in late-May last year, and are confident of achieving most of our targets by 2025. To date, we have announced about S$2.4 billion in asset monetisation, received about S$1.6 billion of this in cash, and are on track to exceed our S$5 billion target by the end of 2023. The substantial capital unlocked from our asset monetisation programme would allow us to fuel Keppel&rsquo s organic and inorganic growth plans, especially in areas such as renewables and decarbonisation solutions, and also reward shareholders for their continued confidence in the Company despite the challenging macroenvironment.&rdquo Keppel also updated that discussions on the proposed combination of Keppel Offshore & Marine (Keppel O& M) and Sembcorp Marine, and the establishment of Asset Co were progressing steadily. On the back of rising oil price, the jackup rig market is showing signs of improvement.

Keppel losing the deal of SPH could turn out to be a blessing ......lol
gain in SPH share price that they are holding ,,,
wonder the $34m compensation from SPH is still valid
Gain in its SPH reit /Kep Reit ,
More so, saving in cash

Asset caitalise program is moving on well , KOM/SM merger is on the card ( may hear news coming wks/mths )
expecting a good dividend like the last round for full year 2021.
Dyodd
Happy investing.

FATABA ( Date: 28-Oct-2021 17:50) Posted:

WOW good result ...SPH and merger all on the way.......

Keppel records sharp earnings growth for 3Q & 9M 2021 with improvements across all business segments Singapore, 28 October 2021 &ndash Keppel Corporation Limited (Keppel) has today released its voluntary business update for 3Q & 9M 2021. Net profit for the first nine months of 2021 was a sharp reversal from the net loss registered a year ago, with all segments performing better year on year1. Even excluding revaluations, major impairments and divestments in both years2, net profit for 9M 2021 was also a significant improvement year-on-year. The Company&rsquo s net profit for 3Q 2021 also grew strongly compared to a year ago, with all segments registering improved performance. The Group&rsquo s revenue was S$5,510 million for 9M 2021, which was 14% higher than S$4,818 million a year ago, underpinned by higher revenue contributions across all four key segments. The Group&rsquo s net gearing was lower at 0.76x as at 30 September 2021, compared to 0.85x as at 30 June 2021, mainly due to proceeds from asset monetisation and the issuance of perpetual securities, which were offset by the payment of 2021&rsquo s interim dividend. Mr Loh Chin Hua, CEO of Keppel Corporation, said, &ldquo Keppel&rsquo s business units have performed well. As a Group, we have recorded sharp improvements in earnings for 9M 2021 not only when compared to 2020, but even to pre-COVID 2019, excluding revaluations, impairments and divestments across periods. &ldquo We have also made bold strides forward on our Vision 2030 roadmap since it was unveiled in late-May last year, and are confident of achieving most of our targets by 2025. To date, we have announced about S$2.4 billion in asset monetisation, received about S$1.6 billion of this in cash, and are on track to exceed our S$5 billion target by the end of 2023. The substantial capital unlocked from our asset monetisation programme would allow us to fuel Keppel&rsquo s organic and inorganic growth plans, especially in areas such as renewables and decarbonisation solutions, and also reward shareholders for their continued confidence in the Company despite the challenging macroenvironment.&rdquo Keppel also updated that discussions on the proposed combination of Keppel Offshore & Marine (Keppel O& M) and Sembcorp Marine, and the establishment of Asset Co were progressing steadily. On the back of rising oil price, the jackup rig market is showing signs of improvement.

2c worth on OBS JV bid for SPH. Google " lone Wolf investor" if you can' t click 🙏 2c dyodd.

https://lonewolfinvestor.blogspot.com/2021/11/wolf-moneysph-received-higher-offer.html

Keppel Corporation raised its offer to $2.351 per share after a rival offer of $2.10 per share made on Oct 28 by Cuscaden Peak.

Scm losing money every quarters... Lack orders, bad management... KOM is much more healthy... Scm is lucky cause TH is supporting it and merger.

If SCM might become Hyflux if KOM merger not coming in... For them is accept or go bust haha. If they go bust, KOM and Sembawang shipyards will take their assets cheap cheap at liquidation auctions, just like how they did to Hyflux...

des_khor ( Date: 28-Oct-2021 20:48) Posted:

Will SMM accept the merger due to recent US800M lawsuit ?

vicloo ( Date: 28-Oct-2021 20:08) Posted:

Regardless still better to split... We will get shares of KOM-scm JV shares too.... If good that shares will go up too 😊 . Split the risk in 2 baskets still better.

Keppel raise takeover price for SPH. 2c worth. Dyodd. Google Lone wolf investor if you can' t click. 🙏

https://lonewolfinvestor.blogspot.com/2021/11/wolf-moneykeppel-raise-offer-for-sph.html?m=1

2c worth on Keppel Corp, dyodd, for educational purpose. If you can' t click, google lone Wolf investor happy keppeling 🙏

https://lonewolfinvestor.blogspot.com/2021/10/wolf-moneyportfolio-update-end-oct-2021.html

KC shareholders, kindly do not hope the history of SCI decoupling.

This time round, KC to offer free shares / cash to SCM shareholders to take the gangrenous KOM off.

Will SMM accept the merger due to recent US800M lawsuit ?

vicloo ( Date: 28-Oct-2021 20:08) Posted:

Regardless still better to split... We will get shares of KOM-scm JV shares too.... If good that shares will go up too 😊 . Split the risk in 2 baskets still better.

des_khor ( Date: 11-Oct-2021 21:00) Posted:

Will KC change their mind to retain KOM since oil price so good now ?

Regardless still better to split... We will get shares of KOM-scm JV shares too.... If good that shares will go up too 😊 . Split the risk in 2 baskets still better.

des_khor ( Date: 11-Oct-2021 21:00) Posted:

Will KC change their mind to retain KOM since oil price so good now ?

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KEPPEL CORPORATION YEAR 2020 ONWARD + UPGRADES