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KEPPEL
A Temasek-Owned Singapore Blue-Chip Stock with Solid Long-Term Prospects
https://sg.finance.yahoo.com/news/4-temasek-owned-singapore-blue-093000018.html
Could Keppel' s stock price reach $10.00 per share before the end of 2025? Well, the gangsters are already celebrating like as if it&rsquo s already happening. But what do people from the other side of the planet think? Well, already multiple analysts have copycat the black market cocksure target and have set 12-month price targets that MOSTLY exceed $10.00 per share...... now, if u go back, to last year and early this year, you will know that no analyst dared to talk about Keppel as a ten dollar stock..... until, until the gangsters opened table (and beer bottles) and started shouting ten all over......
Analyst price targets and forecasts
Recent analyst reports have set price targets for Keppel that suggest potential for the stock to exceed the $10 mark:
- Average 12-month target: Based on 5 Wall Street analysts offering price analysis for Keppel, there are 5 strong buys and zero sell recommendations. The average price target is S$9.95 with a high forecast of S$10.80 and a low forecast of S$9.00. This indicates that most analysts believe Keppel can sustain or surpass the $10.00 level.
- Recent upgrades: Over the past few months, several analysts have raised their price targets for Keppel. For example, Phillip Securities increased their target to S$10.70, while UOB Kay Hian set a target of S$10.46 in August 2025. Just last week UBS set a $10.80 target.... surely these people are not going to lose their reputation by anyhow shouting target prices ..... they must have found the mafia' s prediction rationale and sensible.....
- Consensus estimates: As of late September 2025, consensus estimates put the average 12-month price target at S$10.465, with an upside potential of 18.5% from the current price (as @ 25 September).
Factors supporting Keppel' s potential growth
The positive analyst sentiment is based on Keppel' s strong financial performance and strategic initiatives.
- Successful business transformation: Keppel is transitioning to a global asset manager with a more asset-light model. Its focus on sustainable urbanization is generating higher-quality, more recurring earnings.
- Asset monetization program: Keppel' s program of divesting non-core assets has unlocked capital and is on track to meet or exceed its targets. Proceeds are being used for growth, debt reduction, and shareholder returns.
- Increased earnings: The company has reported strong net profit growth, driven by higher asset management fees and gains from divestments. Its focus on high-growth areas like sustainability and digital infrastructure is expected to drive promising earnings growth in the coming years.
- Black Market' s strong underworld belief: The gangsters have been consistently betting that the company will give more than special dividends payout, like DIS from some of their companies that they are planning to divest or reduce their holding. As you should already know, these mafia people like to anyhow think, but the funny thing is that usually what they think or dream of, mostly comes true. I also don&rsquo t know why.......
KEPPEL' s Key Analyst Ratings and Price Targets (as @ 27 September 2025)
- UBS (BUY) = target: $10.80 (as @ Sep 25)
- CGSI (ADD) = target: $10.23 (as @ Aug 1)
- DBS Research (BUY) = target: $10.00 (as @ Aug 1)
- OCBC Research (BUY) = target: $10.20 (as @ Aug 1)
- PhilipSecruties (BUY) = target: $10.70 (as @ Aug 12)
- UOB KayHian (BUY) = target: $10.46 (as @ Aug 25)
- Macquarie (BUY) = target: $9.50 (as @ Sep 16)
- CLSA (OUTPERFORM) = target: $9.75 (as @ Sep 26)
- Lim & Tan (ACCUMULATE) = target: $10.00 (as @ Sep 24)
- Black Market (No Sell Button) = target: $15.00 (by 2030)
POSITIVE BREWS IN SEPTEMBER 2025
September 27
Keppel Ltd sells an office complex in Chennai to a fund managed by Nuvama Asset Management and Cushman & Wakefield for INR 25.5 billion ($287.4 million).
https://www.mingtiandi.com/real-estate/finance/keppel-sells-chennai-business-park-to-nuvama-cw-fund-for-287m/#:~:text=2025/09/27%20by%20Christopher,building%20for%20INR%207.5%20billion.
https://economictimes.indiatimes.com/markets/digital-real-estate/realty-news/nuvama-cw-backed-fund-buys-office-campus-in-chennai-from-keppelSeptember 25
Keppel named Impact Enterprise of the Year for Large Enterprises at the Sustainability Impact Awards 2025
https://www.keppel.com/media/keppel-named-impact-enterprise-of-the-year-for-large-enterprises-at-the-sustainability-impact-awards-2025/
https://www.businesstimes.com.sg/events-awards/sustainability-impact-awards/Sustainability-Impact-Awards-2025-Celebrating-the-strategic-value-of-green-efforts
Keppel eyes ' alpha returns' in riding sustainability megatrend
https://www.businesstimes.com.sg/events-awards/sustainability-impact-awards/Keppel-eyes-alpha-returns-in-riding-sustainability-megatrend
Keppel Ltd acquires a university campus in North Sydney for A$65.5 million as the company pursues value-add bets on education-related facilities.
https://www.mingtiandi.com/real-estate/finance/keppel-education-fund-picks-up-sydney-university-campus-for-43m/
Keppel stock initiated with Buy rating and a price target of S$10.80 at UBS on transformation strategy
https://www.investing.com/news/analyst-ratings/keppel-stock-initiated-with-buy-rating-at-ubs-on-transformation-strategy-93CH-4256082
September 24
Can Keppel keep powering ahead after its share price surge?
https://sg.finance.yahoo.com/news/keppel-corporation-keep-powering-ahead-233000733.html
Keppel recognised for safety excellence at WSH Awards 2025
https://www.keppel.com/media/keppel-recognised-for-safety-excellence-at-wsh-awards-2025/
September 23
Keppel Asia Infrastructure Fund leads divestment of 800 Super at over S$600 million
pounds
https://sbr.com.sg/news/kepp
https://sg.finance.yahoo.com/news/keppel-corporation-keep-powering-ahead-233000733.html el-kaif-divest-majority-stake-in-800-super-actis-in-600m-deal
Keppel DC REIT Unveils S$404.5 Million Preferential Offering: Strategic Japan Data Centre Acquisition Poised to Boost DPU and Portfolio Strength
https://www.minichart.com.sg/2025/09/22/keppel-dc-reit-launches-s404-5-million-preferential-offering-to-fund-japan-data-centre-acquisition-and-enhance-asset-portfolio-1/
Keppel DC REIT and its sponsor, Keppel Ltd agrees to buy a Greater Tokyo data centre from a Colt Data Centre JV in a deal valued at S$707 million after the recently opened facility was leased to Microsoft.
https://www.mingtiandi.com/real-estate/data-centres/keppel-dc-reit-buying-colt-data-centre-near-tokyo-in-551m-deal/
https://www.keppel.com/media/keppel-dc-reit-acquires-hyperscale-data-centre-in-inzai-city-greater-tokyo/
Keppel Ltd has been mentioned as a potential bidder for Australia' s Allgas Energy, currently owned by a joint venture including APA Group, Marubeni Corporation, and SAS Trustee Corporation. There is speculation that Keppel' s bankers may be preparing an offer for Allgas.
https://www.afr.com/street-talk/hk-billionaire-li-ka-shing-s-ck-bankers-up-for-allgas-bid-20250922-p5mx1s
September 17
Keppel inks partnership with Dell on data centre, AI platform investments in Asia
https://www.businesstimes.com.sg/companies-markets/keppel-inks-partnership-dell-data-centre-ai-platform-investments-asia
https://sbr.com.sg/news/keppel-dell-partner-build-ai-platforms-data-centres-
Investing in Keppel Ltd five years ago would have delivered you a 320% gain.
https://sg.finance.yahoo.com/news/investing-keppel-sgx-bn4-five-033139362.html
September 12
Keppel expands Bytes for Future initiative to enhance digital learning
https://e.vnexpress.net/news/business/keppel-expands-bytes-for-future-initiative-to-enhance-digital-learning-4937884.html
September 11
More LNG for Singapore as Keppel and MET shake hands on long-term deal
https://www.offshore-energy.biz/more-lng-for-singapore-as-keppel-and-met-shake-hands-on-long-term-deal/
Malaysia' s new auction for sale of green power to Singapore sees significant interest, says Fadillah
https://theedgemalaysia.com/node/770101
September 10
KKR, Blackstone turn India into Asia' s buyout HQ after China dip
https://www.businesstimes.com.sg/companies-markets/banking-finance/kkr-blackstone-turn-india-asias-buyout-hq-after-china-dip
September 7
Keppel aims for at least 20% reduction in energy use intensity for assets under sustainability fund strategy
https://www.businesstimes.com.sg/property/keppel-aims-least-20-reduction-energy-use-intensity-assets-under-sustainability-fund-strategy
September 4
Top Singapore Blue-Chip Stocks to Add to Your Portfolio in 2025
https://www.stashaway.sg/r/top-singapore-blue-chip-stocks
September 3
Keppel DC Reit acquires remaining stake in 2 data centres from sponsor Keppel for S$8.4 million. The two are AI-ready hyperscale data centres in Singapore
https://www.businesstimes.com.sg/companies-markets/keppel-dc-reit-acquires-remaining-stake-2-data-centres-sponsor-keppel-s8-4-million
Keppel & AIIB in US$1.5b partnership to accelerate sustainable infrastructure in Asia Pacific
https://www.keppel.com/insights/feature-stories/keppel--aiib-in-usd15b-partnership-to-accelerate-sustainable-infrastructure-in-asia-pacific/
YANGZIJIANG SHIPBUILDING
Key Analyst Ratings and Target Prices (as @ 27 September 2025)
- Goldman Sachs: (Buy) target = S$4.00.
- Daiwa: (Buy) target = S$3.90
- CGSI: (Buy) target = S$3.90.
- Maybank: (Buy) target = S$3.80
- DBS: (Buy) target = S$3.80
- HSBC Global: (Buy) target = S$3.80
- UOB Kay Hian: (Buy) target = S$3.60
- Citi: (Buy) target = S$3.55.
- CLSA: (Buy) target = S$3.36.
- BlackMarket (No Sell Button) target = S$5.50 MT.
- This one' s not bad. According to walletinvestor.com live Forecast System, Yangzijiang Shipbuilding stock is a good long-term profitable investment option, with good returns. Based on their forecasts, a long-term increase is expected, the BS6 stock price prognosis for 2030-09-20 is S$5.494.
https://walletinvestor.com/sgx-stock-forecast/bs6-stock-prediction
Market Sentiment
- The stock has received 10 Buy ratings and ZERO Hold or Sell ratings in the current month.
- Analyst opinions on the stock are generally positive.
- The average analyst price target has seen significant upward revisions over the past four months.
- Technical indicators also suggest a Strong Buy based on daily analysis, including moving averages and RSI.
Additional Analyst Insights
- Consensus Target: The consensus share price target is S$3.919 as of 27 September 2025.
- Orderbook and Margins: DBS notes a robust order backlog extending through 2027 and potentially into 2028, boosting earnings visibility. HSBC expects steady margin expansion from 2025 due to the execution of more profitable orders and stable steel prices. UOB Kay Hian highlighted recent strong order wins boosting earnings visibility.
- Valuation: Goldman Sachs believes a higher P/B valuation is justified given Yangzijiang' s pivot towards its core shipbuilding business and capacity expansion.
- Risks: Risks include higher steel prices and potential US regulations impacting Chinese-built vessels.
THE POSITIVE BREWS IN SEPTEMBER
September 27
Since last update on 29 August 2025, Yangzijiang Shipbuilding has subsequently secured additional shipbuilding contracts for eight vessels worth an aggregate contract wins value of US$0.44 billion.
https://links.sgx.com/FileOpen/orderbook%20update_27%20Sep.ashx?App=Announcement& FileID=860286
Based on 8 Wall Street analysts offering price analysis for Yangzijiang Shipbuilding, there are 8 strong buys and zero sell recommendations. The average price target is S$3.63
https://www.tipranks.com/stocks/sg:bs6/forecast
Yangzijiang Shipbuilding cancels US$180 million order placed by customer trying to circumvent US sanctions
https://links.sgx.com/FileOpen/Announcement_on_termination_Final.ashx?App=Announcement& FileID=860287
The 50,000 DWT MR tanker Elandra Cedar, built for Vitol Shipowner, was delivered by Yangzijiang Shipbuilding on 26 September 2025. Following its delivery, the vessel left the yard and is now sailing under the flag of the Marshall Islands.
https://www.yzjship.com/cn/newsdetails/24/923.html
September 26
Japan' s Lepta Shipping has took delivery of the 8,000 TEU container ship KMTC Dammam, a new container vessel from Yangzijiang Shipbuilding on 22 September 2025.
https://www.bairdmaritime.com/shipping/boxships/new-container-vessel-delivered-to-lepta-shipping#:~:text
Chinese shipyards defy US port fees with continued order growth, capturing 53 per cent of January-August global ship orders by tonnage.
https://www.bairdmaritime.com/shipbuilding/chinese-shipyards-defy-us-port-fees-with-continued-order-growth
September 25
Yangzijiang Shipbuilding sees steady demand and solid margins.
https://mfame.guru/yangzijiang-shipbuilding-sees-steady-demand-and-solid-margins/
HSBC Global boosts Yangzijiang Shipbuilding price target as shares recover from U.S. fee shock on strong earnings
https://www.imarinenews.com/27534.html
September 24
Yangzijiang Shipbuilding is one of the potential contractors for Chartworld' s 12 newbuild container vessels. Yangzijiang has a strong track record of building container ships, a history of working with Chartworld, and is a major player in the market.
https://www.rivieramm.com/news-content-hub/chartworld-eyes-up-to-12-newbuild-container-vessels-in-fleet-expansion-86231
Yangzijiang Shipbuilding has bounced back into the spotlight from earlier losses linked to U.S. port-fee policies, bolstered by fresh orders and improving fundamentals. The yard' s share price has retraced its full sell-off, helping regain market confidence.
https://breakbulk.news/yangzijiang-shipbuilding-climbs-back-into-the-spotlight-amid-u-s-trade-pressure/#:~:text=You%20missed,24%20September%202025%20Editor
September 20
The second 75,000 DWT LR1 tanker Tenaro, built for Dynacom Tankers Management, was delivered by Yangzijiang Shipbuilding on 19 September 2025.
https://www.yzjship.com/cn/newsdetails/24/921.html
September 18
The second 75,000 dwt LR1 tanker Metro Livas, built for Metrostar, was delivered by Yangzijiang Shipbuilding on 18 September 2025. The first LR1 tanker, also built by Yangzijiang Shipbuilding, was delivered in July 2025.
https://www.yzjship.com/cn/newsdetails/24/920.html
https://www.metrostar.gr/news.html
September 17
Pacific International Lines names newest dual-fuel containership in Ghana. Kota Odyssey belongs to a new series of four 8,200TEU LNG dual-fuel container vessels ordered by PIL from Yangzijiang Shipbuilding.
https://www.bairdmaritime.com/shipping/boxships/pacific-international-lines-names-newest-dual-fuel-containership-2
Yangzijiang Shipbuilding is directly involved in the capacity ramp-up for intra-Asian container shipping capacity, as ' China+1' strategy accelerates, primarily by building new, smaller-sized container vessels for carriers specializing in regional trades.
https://mykn.kuehne-nagel.com/news/article/container-lines-ramp-up
https://www.dhl.com/discover/en-sg/logistics-advice/logistics-insights/how-the-china-plus-one-strategy-affects-logistics-in-sea#
September 15
Minerva Marine has added two more feeder containerships to its orderbook at Yangzijiang Shipbuilding, lifting the total number of firm newbuildings in its programme to six.
https://splash247.com/minerva-marine-firms-up-feeder-options-at-yangzijiang/
September 11
The ninth 16,000 TEU LNG dual-fuel containership, the MSC Linzie, was delivered to MSC on 8 September 2025. The ship was built by Jiangsu Yangzi Xinfu Shipbuilding, a subsidiary of China' s Yangzijiang Shipbuilding Group.
https://www.yzjship.com/cn/newsdetails/24/919.html
September 9
South Korean shipowner Dongjin inks its first newbuilding order in China
The feeder liner company has placed an order worth nearly $70m for three 1,100-teu vessels at Yangzijiang Shipbuilding.
https://splash247.com/south-koreas-dongjin-shipping-breaks-ground-with-first-chinese-newbuild-order/
https://www.imarinenews.com/27053.html
September 3
Taiwan' s Interasia Lines confirms new order for up to eight boxships The company has contracted six firm 2,900 teu vessels from Jiangsu Yangzijiang Shipbuilding.
https://mykn.kuehne-nagel.com/news/article/taiwans-interasia-lines-02-sep-2025#:~:text=by%20Lloyd' s%20List,for%20six%203%2C055%20teu%20vessels.
https://mfame.guru/interasia-signs-contract-for-new-container-vessels/
September 2
Goldman Sachs Initiates coverage of Yangzijiang Shipbuilding with a BUY rating and $4 price target on earnings boom amid industry up-cycle
https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16326-yangzijiang-shipbuilding-goldman-sachs-initiates-buy-and-4-target-on-earnings-boom-amid-industry-upcycle
https://www.investing.com/news/analyst-ratings/goldman-sachs-initiates-coverage-on-yangzijiang-shipbuilding-stock-with-buy-rating-93CH-4217917
September 1
Yangzijiang Shipbuilding secures 22 new vessels worth US$920M, bringing up to date 2025 new orders to 36 vessels totaling US$1.46B
https://www.imarinenews.com/26704.html
https://sbr.com.sg/news/yangzijiang-shipbuilding-bags-new-deals-worth-us920m
from the most reliable underground sauce, the mafia black note book........ believe or not, we couldnt be bothered........ hope to post Keppel and Seatrium up dates later tonight...... but see if they can get thru....... after that, off to a one week cruise.......
aragosta ( Date: 10-Sep-2025 02:00) Posted:
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Should hv gotten Sembcorp also....... gonna to brew, and the brew will b quite strong........
Keppel is brewing strong too... ten ...million % coming........see whether or what they want to add in ,
to give it MORE kick...
Keppel is brewing strong too... ten ...million % coming........see whether or what they want to add in ,
to give it MORE kick...
Added Seatrium
Seatrium' s Strategic Shift: US Yard Sale, Cost Discipline, and ESG Execution Signal Profitable Turnaround
https://www.minichart.com.sg/2025/09/24/seatrium-ltd-stm-divests-us-amfels-yard-profit-outlook-order-book-and-esg-highlights-2025-analysis/
I can' t hint about the next mega development , or maybe tha gangsters know nothing..... but important is the price is moving towards ten..... (as I hinted in one of my post below..... I didn' t EVEN BOTHERED TO MENTION NINE, and even that people are so excited...... imagine if it really hits ten.....)
but try to follow what the black market is trying to tell you, whatever they wrote, especially the Temasek restructuring that will have a major impact on KEPPEL to become a " BalckRock" or " BlackStone" type of AUM type of financial power ....(funny, " Black' seems to be the auspicious color , and a reliable source of power like Black Market)........
.... Gupta being in BOTH Temasek and Keppel is no coincidence at all... I telling you!! This Temasek restructuring imprints have Gupta' s fingerprints
all over...//. When it takes off, you will see the phenomenal rise of Keppel...... $15 may be too conservative...... that' s why I say, even at this price, the gangsters do not have a sell button.
KEPPEL
Benefits from the AI boom
Keppel Ltd. is well-positioned to benefit from the boom and acceleration of AI development, primarily through its growing Connectivity and Infrastructure divisions. The company' s strategic shift from a heavy industrial conglomerate to a global asset manager focused on providing sustainable solutions in infrastructure, real estate, and connectivity aligns with the demands of the AI boom.
https://www.straitstimes.com/singapore/from-conglomerate-to-global-asset-manager-and-operator
https://sg.finance.yahoo.com/news/ai-key-help-sustain-singapore-231048976.html
Keppel' s shift towards sustainable infrastructure and digital connectivity, coupled with its active embrace of AI in its business strategy, makes it a significant beneficiary of the AI boom.
- Massive demand for AI-ready data centers: The development of AI requires immense computing power, driving a huge demand for specialized data centers. Keppel is a leading provider of these facilities across Asia-Pacific and Europe and is rapidly expanding its portfolio. The company is also developing AI campuses in Malaysia, India, Japan, and Indonesia.
- Next-generation connectivity through subsea cables: Keppel is developing advanced subsea cable systems, like the Bifrost Cable System, to provide high-speed connectivity across the Pacific. These cables are essential infrastructure for hyperscale cloud providers and AI data centers.
- Strategic partnerships with tech leaders: Keppel has formed a strategic framework agreement with Amazon Web Services (AWS) to provide AI-enabled data center capacity, renewable energy access, and network connectivity. This partnership validates Keppel' s position as a key infrastructure provider in the AI ecosystem.
- Integrating AI into internal operations: Keppel is actively using AI and machine learning to enhance its own business efficiency.
- Innovation in sustainable infrastructure: Keppel is developing energy-efficient and sustainable infrastructure solutions to power data centers, such as its hydrogen-ready power plants and innovative cooling technologies. This positions the company to capture investments from tech firms focused on their decarbonization goals.
Remember we said mega development coming? It means also ten dollars coming! Remember, Black market gangsters don' t have a sell button on this on this one !
https://www.prnewswire.com/news-releases/global-data-center-solutions-market-worth-to-reach-321-8-billion-by-2030--driven-by-12-8-cagr-markntel-advisors-largest-data-center-companies---aws-microsoft-google-huawei-alibaba-cloud-china-telecom-302511964.html#:~:text=The%20market%20is%20highly%20competitive%2C%20with%20leading,engaging%20in%20mergers%2C%20acquisitions%2C%20and%20strategic%20alliances.
https://www.edb.gov.sg/en/business-insights/insights/sia-singtel-and-more-singapores-top-ai-adopters-could-drive-three-per-cent-gdp-growth-says-morgan-stanley.html#:~:text=Asset%20manager%20and%20operator%20Keppel,to%20higher%20profits%20for%20Sembcorp.
this was supposed to be last nite post, modified abit.....
Parliament talked so much around the AI era today..... you cannot help but to be part of it. and anything or everything associated with it.......
Sembcorp has been consistently named often as one of main beneficiaries of the AI Boom, and listed as one of top stocks to watch......
Look out for the developments and announcements to come relating to this AI development, and the restructuring process of Temasek
and how it will affect its own internal restructuring....... will SCI still pursue a privatisation route, or more M& As are in the pipeline?
ALL these BM' s essays are only for those LT serious investors, others will find them boring....... from now on, among the comments in our
posts, we may plant some gangsters hints of the tokkong stuffs that might come........unbelievable is whatever way you want to see it
SEMBCORP INDUSTRIES
Sembcorp AI POWER
Sembcorp Industries is strategically positioned to benefit significantly from the boom and acceleration of AI development, primarily through the massive and sustained increase in electricity demand for AI data centers. A recent report by Morgan Stanley even named Sembcorp as a key beneficiary of the AI energy boom in Singapore.
https://www.edb.gov.sg/en/business-insights/insights/sia-singtel-and-more-singapores-top-ai-adopters-could-drive-three-per-cent-gdp-growth-says-morgan-stanley.htmlhttps://sg.finance.yahoo.com/news/ai-key-help-sustain-singapore-231048976.html
1. Surging power demand from Data Centers
The training and operation of AI models consume enormous amounts of energy, with data center electricity consumption projected to double by 2030 globally. A single large-scale data center can consume as much power as a small city. As a major energy and urban development player, Sembcorp is a direct beneficiary of this trend by securing long-term power purchase agreements (PPAs) to supply these energy-hungry facilities.
https://www.straitstimes.com/world/europe/ai-surge-to-double-data-centre-electricity-demand-by-2030-iea
2. Renewable Energy Market Leader in Singapore
Sembcorp is the largest renewable energy player in Singapore. The city-state is a key hub for data center investment due to its infrastructure and favorable environment.
3. Focus on low-carbon Energy Solutions
AI' s high energy consumption comes with intense pressure to use low-carbon or renewable energy sources to meet sustainability targets. Sembcorp' s business model is a perfect match for this need:
~ Sembcorp can provide blended energy solutions that include both natural gas (for reliability) and renewables (to reduce carbon footprint), giving customers flexibility.
~Sembcorp is also exploring other low-carbon power options, such as importing up to 4GW of low-carbon electricity into Singapore from neighboring countries and potentially incorporating hydrogen solutions.
https://www.spgroup.com.sg/about-us/media-resources/energy-hub/sustainability/using-integrated-energy-solutions-to-green-data-centres
4. Expansion beyond Singapore
While Singapore is a major beneficiary, Sembcorp' s reach extends throughout Asia. As countries across Southeast Asia develop their own AI capabilities and data center infrastructure, Sembcorp is well-positioned to meet the rising power demands in those markets, as seen in its existing investments in countries like Vietnam.
https://www.sembcorp.com/news-and-insights/insights-and-stories/corporate/building-asia-s-low-carbon-industrial-future/#:~:text=By%202028%2C%20we%20aim%20to,Green%2Dcertified%20facilities
This is a serious matter I' m revealing//// over the weekend, I wanted to post a series of serious comments on some coming stocks, with news as they were developing
like Keppel, Seastrim. DBS, HLA, SCI, UOL,, UOB,,etc...../ most cannot go thru after hours of trying while I watch the EPL matches..... very strange and coincidental.....
Can the admin really see what I want to post?......the couple that went thru , disappeared after that, after they were announced they were successfully posted...
I believe some of the views may be a bit sensitive..... but (as always I got said they are unbelievable coffee shop stories, and should be taken lightly...)...... aiya whatever
no loss to me......
Anyway, I' ll take out some of that may deemed too sensitive, and tried posting again...... but in any case, most of these are general info, and already in the market
...... those black market info, are just simply coffeee shop stories, you can choose to believe or not believe......
I think this post will easily go thru, as it contain no,sensitive info......
' HUAT AH ALL BELIEVERS IN THE 4 TOKKONG SEAS STOCKS! You ain' t see anything YET!!!!!!!!
like Keppel, Seastrim. DBS, HLA, SCI, UOL,, UOB,,etc...../ most cannot go thru after hours of trying while I watch the EPL matches..... very strange and coincidental.....
Can the admin really see what I want to post?......the couple that went thru , disappeared after that, after they were announced they were successfully posted...
I believe some of the views may be a bit sensitive..... but (as always I got said they are unbelievable coffee shop stories, and should be taken lightly...)...... aiya whatever
no loss to me......
Anyway, I' ll take out some of that may deemed too sensitive, and tried posting again...... but in any case, most of these are general info, and already in the market
...... those black market info, are just simply coffeee shop stories, you can choose to believe or not believe......
I think this post will easily go thru, as it contain no,sensitive info......
' HUAT AH ALL BELIEVERS IN THE 4 TOKKONG SEAS STOCKS! You ain' t see anything YET!!!!!!!!
Thumbs up for the foresight views !
(It' s easy to give hindsight views, which is predictable & obvious after they' ve occured)
(It' s easy to give hindsight views, which is predictable & obvious after they' ve occured)
aragosta ( Date: 19-Sep-2025 10:46) Posted:
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plus JP Morgan' s latest coverage .....
JP Morgan does not randomly " initiate coverage" on stocks .....
JP Morgan does not randomly " initiate coverage" on stocks .....
SWS' s $9.70 isn' t any figure plucked from the sky. :)
seanpent ( Date: 19-Sep-2025 16:09) Posted:
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So much to talk about........ especially on the pending potentialities of SCI and Keppel ........and new developments at YZJ and its Yanger brother.......
But let me finish my coffee shop stories on Seatrium first........may take a while (remember, each post takes hours to go thru), but luckily tonight
and tomorrow got EPL football matches........ so can post as some matches are quite boring.........COYS!!!!!!
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Haha, I' m sure most of u don' t know such a thing as Seatrium' s Ocean Lab R& D exist, right? All you care about is the price, price, price...... But how would you know if Seatrium can reach SWS' s $9.70 intrinsic value, let alone Black Market' s $6.00 mid term target?.......Well, for those who want to dream of Seatrium reaching this seemingly impossibilities, you must read this and others, whatever I can find from the mafia' s black notebook.......
SEATRIUM
The Seatrium-TCOMS Ocean Lab is a R& D initiative focused on advancing smart, sustainable ocean systems and infrastructure for the marine and offshore energy sectors.
Established in March 2023, the collaboration brings together Seatrium' s engineering and industry insights with the advanced research capabilities of the TCOMS.
The Ocean Lab focuses on five primary research areas:
- Floating Wind Systems
- Digitalization and Data Analytics
- Cleaner Oil and Gas Solutions
- New Energy Solutions
- Smart Marine Systems
The Ocean Lab is critically significant to Seatrium' s strategic transformation and future competitiveness, as it serves as a vital hub for innovation, enabling the company to pivot from traditional oil and gas to sustainable and high-tech marine and energy solutions.
Drives innovation and accelerates R& D
- By leveraging TCOMS state-of-the-art facilities, including a deepwater ocean basin, Seatrium can stress-test new concepts and designs for harsh and complex real-world conditions.
- The ability to run virtual simulations and physical model tests in the Ocean Lab allows Seatrium to validate performance, safety, and reliability early in the design phase, thus reducing technical risk and potential rework costs.
Focuses on high-growth, sustainable sectors
- The Ocean Lab is central to Seatrium' s development of Floating Offshore Wind technology, a key growth area for renewable energy in deeper waters.
- Research into alternative fuels like ammonia and hydrogen, as well as Carbon Capture, Utilisation, and Storage, is critical for Seatrium to help decarbonize the maritime and energy industries. The Ocean Lab also develops cleaner solutions for oil and gas assets, such as smart FPSO platforms with lower GHG emissions.
Leverages digitalization and data
- The Ocean Lab involves using extensive data from model tests to develop digital twins for assets like FPSOs. This technology allows for real-field operational monitoring and predictive maintenance, enhancing safety and performance.
- The digitalization efforts and use of data analytics improve decision-making and enhance operational excellence across the project lifecycle, from design to real-world deployment.
Attracts and develops talent
- The collaboration between Seatrium and TCOMS provides a platform for engineers and scientists to work together on solving real-world challenges.
- The Ocean Lab gives Seatrium access to leading researchers and scientists, enabling it to stay at the forefront of technological advancements and drive industry transformation.
By investing in the Ocean Lab, Seatrium is building a strong, technology-focused foundation that positions it for leadership in the global energy transition and ensures its long-term relevance in a rapidly changing industry.
Yeah .... HUAT ah !
aragosta ( Date: 19-Sep-2025 13:14) Posted:
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Now is lunch break, I can afford to talk abit.....
well, well, well.... would I be surprised by this $9.70 claim?.... the unequivocal and resounding answer is HELL NO!...... these people have been right a number of time, like Sembcorp, when it was $2 plus, Dyna-Mac, ST Enggr etc......
but their most famous is the prediction on DBS Bank.... it was the first to say DBS will go over $50 when it was only in the thirties, and we reported it but was mocked by the Bear and his BitchyT cronies and the HuatHuat clowns..... check here .......
https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=21284& recordCount=40
Now SWS has DBS going over $82 in the mid term.... would u believe it..? I would 100% especially when I already have the black market gangsters speculation that it would be the first Singapore to hit $100 ps in the long run especially after the finalisation of this mega development https://www.marketsgroup.org/news/temasek-undergoes-restructuring-to-sharpen-portfolio-focus
People forget that Temasek has many interests and stakes in many other banks and in other countries, most significant is the Standard Chartered one..... now it is Temasek (prehaps influenced by LKY' s wishes and ambition) to one day have a Singapore bank among the biggest players in the world, you would expect in the restructuring process, to include, Temakek arranging some, if not,most, banking stocks or interests into DBS...... DBS is now the Best Bank in the World, why shouldn' t, or can' t we make it among the Biggest in the world, that' s what Temasek would be thinking...... there' s a big reason why the Midas Man, Gupta, is now in Temasek...... Alhough Pillay is spokesman, the restructuring footprints and imprints, has Gupta fingerprints all over...... Would Shareholders be more cheered? Of course they would, esp if they are going to see the potential phenomenal gain of DBS share price...... And here' s a bonus speculation ..... coffee shops thought we might get some bonus SG60 shares all along, but the black market gangsters NEVER said that (read my post ).....but what the mafia gangs expect or speculate is something even better, more juicy..... Remember in the olden days, DBS used to give away DIS of some companies?...... if the restructuring would to go through in its pure form, DBS would expect to concentrate on its core banking and financial business...... so we are expecting DBS to slowly divesting non core interests or share holdings in other non core businesses ..... gangsters would therefore expect DBS to give away some DIS as special dividends to shareholders.....
if this is like true, you would have to think that $100 ps is not a fantasy ....... NOW, this is early days......no media, analysts, financial experts, fund mana, mention or hinted openly about it but I can easily tell you, IF the black market now starts hinting about it, these media and financial people would surely start researching about it.......when the fire strove starts, you will start smelling something brewing......
As always, when the gangsters are having a good massage session and drinking too much, you would expect them to think of super unbelievable stories.... that is why don' t just listen to them but as always dyodddd......
Ah yes. Will talk move about Seatrium and Sembcorp (don' t blink) and Keppel over the weekend.... As for Ah Yang, you should know it' s on auto pilot, so no need for me to kaypoh much....
HUAT AH!!!!!!
well, well, well.... would I be surprised by this $9.70 claim?.... the unequivocal and resounding answer is HELL NO!...... these people have been right a number of time, like Sembcorp, when it was $2 plus, Dyna-Mac, ST Enggr etc......
but their most famous is the prediction on DBS Bank.... it was the first to say DBS will go over $50 when it was only in the thirties, and we reported it but was mocked by the Bear and his BitchyT cronies and the HuatHuat clowns..... check here .......
https://www.sharejunction.com/sharejunction/listMessage.htm?topicId=21284& recordCount=40
Now SWS has DBS going over $82 in the mid term.... would u believe it..? I would 100% especially when I already have the black market gangsters speculation that it would be the first Singapore to hit $100 ps in the long run especially after the finalisation of this mega development https://www.marketsgroup.org/news/temasek-undergoes-restructuring-to-sharpen-portfolio-focus
People forget that Temasek has many interests and stakes in many other banks and in other countries, most significant is the Standard Chartered one..... now it is Temasek (prehaps influenced by LKY' s wishes and ambition) to one day have a Singapore bank among the biggest players in the world, you would expect in the restructuring process, to include, Temakek arranging some, if not,most, banking stocks or interests into DBS...... DBS is now the Best Bank in the World, why shouldn' t, or can' t we make it among the Biggest in the world, that' s what Temasek would be thinking...... there' s a big reason why the Midas Man, Gupta, is now in Temasek...... Alhough Pillay is spokesman, the restructuring footprints and imprints, has Gupta fingerprints all over...... Would Shareholders be more cheered? Of course they would, esp if they are going to see the potential phenomenal gain of DBS share price...... And here' s a bonus speculation ..... coffee shops thought we might get some bonus SG60 shares all along, but the black market gangsters NEVER said that (read my post ).....but what the mafia gangs expect or speculate is something even better, more juicy..... Remember in the olden days, DBS used to give away DIS of some companies?...... if the restructuring would to go through in its pure form, DBS would expect to concentrate on its core banking and financial business...... so we are expecting DBS to slowly divesting non core interests or share holdings in other non core businesses ..... gangsters would therefore expect DBS to give away some DIS as special dividends to shareholders.....
if this is like true, you would have to think that $100 ps is not a fantasy ....... NOW, this is early days......no media, analysts, financial experts, fund mana, mention or hinted openly about it but I can easily tell you, IF the black market now starts hinting about it, these media and financial people would surely start researching about it.......when the fire strove starts, you will start smelling something brewing......
As always, when the gangsters are having a good massage session and drinking too much, you would expect them to think of super unbelievable stories.... that is why don' t just listen to them but as always dyodddd......
Ah yes. Will talk move about Seatrium and Sembcorp (don' t blink) and Keppel over the weekend.... As for Ah Yang, you should know it' s on auto pilot, so no need for me to kaypoh much....
HUAT AH!!!!!!
seanpent ( Date: 19-Sep-2025 10:58) Posted:
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| Bro aragosta, Seatrium fair value $9.70 ? https://simplywall.st/stocks/sg/capital-goods/sgx-5e2/seatrium-shares/valuation |
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Unlike what Ms Joy has been ridiculing Seatrium with her retarded childish tantrums, calling it all names..... Seatrium is NO MORE just a oil and gas company..... besides being a new powerhouse in global energy, it' s into other innovative businesses as well as AI relevance projects..... I really don' t have the time to post so much, especially on the Gupta effect Keppel, the akan datang Sembcorp, and torpedo charge Ah Yang...... besides taking so long for each post to go through, I don' t have the day time to do it.....will try over the weekend..... remember, if the tokkong SEAS stocks don' t meet the gangsters targets I mentioned, I will be out of here for good....... in five years if you have, say, 50 lots of each by then, I guarantee you' ll be a multimillionaire.....and if I m a betting man, I will be ALL IN for SEAtrium ....... they hv too much going on......
And people seems to underestimate this mega development, which is YET to take off.....
https://sgstocksinvesting.com/temasek-restructuring-2025/
But when it takes off, Seatrium will be one of the main beneficiaries (the other big one would be DBS, a potential first $100 ps stock), because of the way it will be structured/....... plus whatever restructuring that will be done on Keppel and SCI, it will (involve and) have a beneficial effect on Seatrium.... Meanwhile, keep reading more on Seatrium..... here' s another small small view that you might not be conscious of.....Okay, ok, I' ll KEEP IT SHORT....
SEATRIUM
Seatrium is diversifying its portfolio beyond oil and gas to capture opportunities in the broader energy transition, aligning its capabilities with the growing demand for cleaner energy.
Besides offshore wind, Seatrium is involved in other renewable energy projects and solutions centered on advancing maritime decarbonization and developing alternative energy sources. These initiatives leverage its expertise in vessel conversion, specialized shipbuilding, and offshore infrastructure.
Capturing Carbon Emissions and Storage
1. Seatrium is involved in vessel retrofit projects which captures CO2 emissions directly from the vessel, which can then be stored or transported for further use.
2. Seatrium is developing CCS technology for integration into newbuild vessels and offshore platforms.
Establishing Clean Marine Fuels Supply Chains
1. As part of a partnership with A*STAR, Seatrium is now working to establish a sustainable ammonia supply chain and ecosystem.
2. Seatrium has extensive experience converting LNG carriers into FSRUs, which are essential for storing and importing natural gas. These FSRU projects help transition energy infrastructure toward cleaner fuels.
3. Seatrium is also involved in building dual-fuel vessels, which can run on LNG to reduce emissions.
Launching Energy Storage Systems
1. In partnership with Singapore' s EMA, Seatrium launched Southeast Asia' s first floating and stacked Energy Storage System project which helps overcome land constraints in Singapore and tests smart solutions for grid integration and stabilization.
2. Seatrium has installed solar panels at its Tuas Boulevard Yard to power its steel fabrication facility, generating 10,400 MWh of electricity annually.
Developing Fully Electric and Low-carbon Vessels
1. Seatrium has contributed to the development of fully electric ferries, supporting carbon-neutral transportation.
2. Seatrium builds specialized vessels to support the offshore renewable industry.
Advanced Development of Solutions for Floating Offshore Wind
Beyond fixed-bottom offshore wind, Seatrium is exploring advanced solutions for floating offshore wind to harness energy in deeper waters. This includes floating semi-submersible turbines that can withstand harsh ocean conditions.
And people seems to underestimate this mega development, which is YET to take off.....
https://sgstocksinvesting.com/temasek-restructuring-2025/
But when it takes off, Seatrium will be one of the main beneficiaries (the other big one would be DBS, a potential first $100 ps stock), because of the way it will be structured/....... plus whatever restructuring that will be done on Keppel and SCI, it will (involve and) have a beneficial effect on Seatrium.... Meanwhile, keep reading more on Seatrium..... here' s another small small view that you might not be conscious of.....Okay, ok, I' ll KEEP IT SHORT....
SEATRIUM
Seatrium is diversifying its portfolio beyond oil and gas to capture opportunities in the broader energy transition, aligning its capabilities with the growing demand for cleaner energy.
Besides offshore wind, Seatrium is involved in other renewable energy projects and solutions centered on advancing maritime decarbonization and developing alternative energy sources. These initiatives leverage its expertise in vessel conversion, specialized shipbuilding, and offshore infrastructure.
Capturing Carbon Emissions and Storage
1. Seatrium is involved in vessel retrofit projects which captures CO2 emissions directly from the vessel, which can then be stored or transported for further use.
2. Seatrium is developing CCS technology for integration into newbuild vessels and offshore platforms.
Establishing Clean Marine Fuels Supply Chains
1. As part of a partnership with A*STAR, Seatrium is now working to establish a sustainable ammonia supply chain and ecosystem.
2. Seatrium has extensive experience converting LNG carriers into FSRUs, which are essential for storing and importing natural gas. These FSRU projects help transition energy infrastructure toward cleaner fuels.
3. Seatrium is also involved in building dual-fuel vessels, which can run on LNG to reduce emissions.
Launching Energy Storage Systems
1. In partnership with Singapore' s EMA, Seatrium launched Southeast Asia' s first floating and stacked Energy Storage System project which helps overcome land constraints in Singapore and tests smart solutions for grid integration and stabilization.
2. Seatrium has installed solar panels at its Tuas Boulevard Yard to power its steel fabrication facility, generating 10,400 MWh of electricity annually.
Developing Fully Electric and Low-carbon Vessels
1. Seatrium has contributed to the development of fully electric ferries, supporting carbon-neutral transportation.
2. Seatrium builds specialized vessels to support the offshore renewable industry.
Advanced Development of Solutions for Floating Offshore Wind
Beyond fixed-bottom offshore wind, Seatrium is exploring advanced solutions for floating offshore wind to harness energy in deeper waters. This includes floating semi-submersible turbines that can withstand harsh ocean conditions.
That was a noteworthy news deserving attention .....
" Telkom Indonesia partners with Sembcorp to build data centers in Southeast Asia"
" Telkom Indonesia partners with Sembcorp to build data centers in Southeast Asia"
aragosta ( Date: 17-Sep-2025 23:06) Posted:
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WA SEY! Got interest! ..... alright, will share post more.....
Will post on Sembcorp potential acquisition tonight.........and more on Keppel and Seatrium
(notice Seatrium " moving" today?.... no accident or coincidence that black market starts speaking on them now)....... juz got to be patient, it' s a marathon, not a sprint.... first, $3.50 by mid next year...
From data centres to finance: analysts identify SGX' s best proxies to capture AI boom https://www.businesstimes.com.sg/companies-markets/data-centres-finance-analysts-identify-sgxs-best-proxies-capture-ai-boom
According to the Maybank Report cited by The Business Times above, companies identified as potential beneficiaries of the AI boom include Singtel, CSE Global, Keppel DC Reit, Frencken, AEM, ST Engineering, DBS, and Sembcorp Industries. These companies span technology, telecommunications, manufacturing, engineering, finance, and energy sectors, leveraging data centers, AI platforms, semiconductor components, and AI applications to capitalize on the growth of artificial intelligence. (If you want to read the full article, use your SingPass to lock into The National Library and you can read The Business Times.)Will post on Sembcorp potential acquisition tonight.........and more on Keppel and Seatrium
(notice Seatrium " moving" today?.... no accident or coincidence that black market starts speaking on them now)....... juz got to be patient, it' s a marathon, not a sprint.... first, $3.50 by mid next year...
Adding SCI today :)
aragosta ( Date: 17-Sep-2025 23:06) Posted:
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SEATRIUM
This is a stock that even Jim Chanos said he would not touch, that is short sell it..... not like last time before consolidation.... because he doesn' t know when it will turn, or maybe he knows something that Ms Joy doesn' t know..... but actually he was more afraid of what the black market gangsters may do... seriously, I' m not joking!
IF it crosses $2.50 convincingly........
=================
Seatrium' s offshore renewable energy projects that could power AI data centers?
SEAtrium' s primary contribution to powering AI data centers comes from its projects building High-Voltage Direct Current (HVDC) and High-Voltage Alternating Current (HVAC) offshore converter platforms. These large substations act as vital links between offshore wind farms and the onshore power grids, which in turn can supply electricity to data centers.
Some specific offshore wind projects which demonstrate how Seatrium is positioning itself to be a key player in the green energy transition, indirectly capitalizing on the increasing power demands of AI and other data-intensive technologies.
1. Netherlands: A series of three 2GW HVDC offshore converter platforms for Dutch-German transmission system operator TenneT.
2. United Kingdom: Two offshore wind farm substations for the Hornsea 2 project and a 1.4GW HVDC offshore converter platform for the Sofia Offshore Wind Farm.
3. United States: Two offshore substation platform projects for the Empire Wind 1 and 2 offshore wind farms, and two 440MW wind farm substation projects.
4. Taiwan: Two offshore wind farm substations for the Greater Changhua 1 and 2a Offshore Wind Farms, and a 600MW offshore wind farm offshore substation platform.
5. Japan: An EPC (engineering, procurement, and construction) contract for a 5,000-ton Heavy Lift Vessel, which marks its entry into the Japanese offshore wind market.
6. Global scale: SEAtrium has also stated that its offshore wind projects contribute nearly 14 GW of clean energy globally, which is enough to power over 10 million Singapore households.
Seatrium: Tapping an ocean of opportunity in energy
https://www.temasek.com.sg/en/news-and-resources/stories/future/our-singapore-dna/seatrium-tapping-an-ocean-of-opportunity-in-energy#:~:text=Since%20before%20its%20merger%2C%20Seatrium,in%20progress%20for%20the%20Netherlands.
Seatrium offshore wind progress in first half of 2025
https://www.windtech-international.com/company-news/seatrium-offshore-wind-progress-in-first-half-of-2025#:~:text=Category:%20Company%20News%20Published:%2031,substation%20topside%20is%20in%20progress.
This is a stock that even Jim Chanos said he would not touch, that is short sell it..... not like last time before consolidation.... because he doesn' t know when it will turn, or maybe he knows something that Ms Joy doesn' t know..... but actually he was more afraid of what the black market gangsters may do... seriously, I' m not joking!
IF it crosses $2.50 convincingly........
=================
Seatrium' s offshore renewable energy projects that could power AI data centers?
SEAtrium' s primary contribution to powering AI data centers comes from its projects building High-Voltage Direct Current (HVDC) and High-Voltage Alternating Current (HVAC) offshore converter platforms. These large substations act as vital links between offshore wind farms and the onshore power grids, which in turn can supply electricity to data centers.
Some specific offshore wind projects which demonstrate how Seatrium is positioning itself to be a key player in the green energy transition, indirectly capitalizing on the increasing power demands of AI and other data-intensive technologies.
1. Netherlands: A series of three 2GW HVDC offshore converter platforms for Dutch-German transmission system operator TenneT.
2. United Kingdom: Two offshore wind farm substations for the Hornsea 2 project and a 1.4GW HVDC offshore converter platform for the Sofia Offshore Wind Farm.
3. United States: Two offshore substation platform projects for the Empire Wind 1 and 2 offshore wind farms, and two 440MW wind farm substation projects.
4. Taiwan: Two offshore wind farm substations for the Greater Changhua 1 and 2a Offshore Wind Farms, and a 600MW offshore wind farm offshore substation platform.
5. Japan: An EPC (engineering, procurement, and construction) contract for a 5,000-ton Heavy Lift Vessel, which marks its entry into the Japanese offshore wind market.
6. Global scale: SEAtrium has also stated that its offshore wind projects contribute nearly 14 GW of clean energy globally, which is enough to power over 10 million Singapore households.
Seatrium: Tapping an ocean of opportunity in energy
https://www.temasek.com.sg/en/news-and-resources/stories/future/our-singapore-dna/seatrium-tapping-an-ocean-of-opportunity-in-energy#:~:text=Since%20before%20its%20merger%2C%20Seatrium,in%20progress%20for%20the%20Netherlands.
Seatrium offshore wind progress in first half of 2025
https://www.windtech-international.com/company-news/seatrium-offshore-wind-progress-in-first-half-of-2025#:~:text=Category:%20Company%20News%20Published:%2031,substation%20topside%20is%20in%20progress.