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Hopefully can GAP up slowly day by day
danger ( Date: 28-Sep-2020 17:00) Posted:
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4.22 is very cheap.... tonnes of people still stucked at around $7
Sian earlier on didn?t load. Just loaded at 4.22 than suddenly dip :(
Day high...:) I have loaded enough of the DLC Kepcorp :)
LAI LIAO !!!
REVERSAL !!!
REVERSAL !!!
HOOT !!!
TIME TO LOAD UP !!
UOB Kay Hian analyst Adrian Loh has maintained his BUY rating on Keppel Corporation on September 23, a day after Keppel Offshore & Marine (O& M) reported that it has scored two contracts worth a total of $200 million.
Consolidation is made all the more urgent by the fact that both Keppel Corporation and Sembcorp Marine face bearish industry conditions, which will last for at least the next 12-18 months, in our view. One of the many options for consolidation of the Singapore yards may take the form of a Temasek-led buyout of Keppel Corporation &rsquo s O& M segment and subsequent re-injection into Sembcorp Marine,&rdquo Loh adds.
As such, Loh has lowered his earnings estimates for Keppel Corp for 2020-22F. Accordingly, he has also reduced his target price on the counter to $6.30 from $6.70
Consolidation is made all the more urgent by the fact that both Keppel Corporation and Sembcorp Marine face bearish industry conditions, which will last for at least the next 12-18 months, in our view. One of the many options for consolidation of the Singapore yards may take the form of a Temasek-led buyout of Keppel Corporation &rsquo s O& M segment and subsequent re-injection into Sembcorp Marine,&rdquo Loh adds.
As such, Loh has lowered his earnings estimates for Keppel Corp for 2020-22F. Accordingly, he has also reduced his target price on the counter to $6.30 from $6.70
LAI LIAO !!
danger ( Date: 23-Sep-2020 19:54) Posted:
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REVERSAL DAY ?!!
LOAD UP
TH just need to buy KOM from KC and KC will shoot off.
danger ( Date: 24-Sep-2020 07:31) Posted:
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Keppel Corp is even into these businesses which many not aware of .........
danger ( Date: 23-Sep-2020 19:49) Posted:
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NEED TEMASEK TO DO A MERGER ASAP AND A REVISED OFFER
The previous time when DBS says SCI was too cheap, it snaps back up. Will it happen to Keppel Corp this time? Lol.
danger ( Date: 23-Sep-2020 20:43) Posted:
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Keppel Corp share sell-off overdone , says UOB Kay Hian
MAINTAIN BUY ON KEPPEL CORP WITH TARGET PRICE $6.30
MAINTAIN BUY ON KEPPEL CORP WITH TARGET PRICE $6.30
Keppel Corp &rsquo s recent contract wins amounting to $200 million could enable its offshore and marine (O& M) business to return to the black next year, according to CGS-CIMB Research.
Coupled with its low valuation, shares of the company are an opportunity to accumulate now, it says.
On Sept 22, Keppel announced that its subsidiary Keppel Offshore & Marine (Keppel O& M) secured a contract to build a high-specification trailing suction hopper dredger.
Keppel O& M also bagged a contract for the conversion of a liquefied natural gas (LNG) carrier into a floating storage and regasification unit (FRSU).
At the current share price, the market is heavily discounting its O& M business to zero value, CGS-CIMB head of research Lim Siew Khee writes in a note dated Sept 22.
We think this is unwarranted as the O& M order book of $3.5 billion is in progress and should be able to guide the yard into profitability in 2021, she adds.
CGS-CIMB has maintained its &ldquo add &rdquo rating for the stock with an unchanged target price of $6.46.
Coupled with its low valuation, shares of the company are an opportunity to accumulate now, it says.
Keppel O& M also bagged a contract for the conversion of a liquefied natural gas (LNG) carrier into a floating storage and regasification unit (FRSU).
At the current share price, the market is heavily discounting its O& M business to zero value, CGS-CIMB head of research Lim Siew Khee writes in a note dated Sept 22.
We think this is unwarranted as the O& M order book of $3.5 billion is in progress and should be able to guide the yard into profitability in 2021, she adds.
CGS-CIMB has maintained its &ldquo add &rdquo rating for the stock with an unchanged target price of $6.46.
danger ( Date: 23-Sep-2020 19:50) Posted:
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Keppel Capital Holdings, the asset management arm of Keppel Corporation, announced its strategic cooperation with the National Pension Service (NPS) of Korea on September 21.
The cooperation will bring together the asset management expertise of both companies, as well as Keppel Capital&rsquo s ability to leverage the Keppel Group&rsquo s track record and ability to develop, operate and maintain complex real assets including energy and environmental infrastructure, including renewables and related technology solutions, urban development and connectivity solutions in Asia.
The strategic cooperation builds on an earlier commitment by NPS to Keppel Capital&rsquo s private infrastructure initiative. It will also create potential collaboration opportunities across other asset classes such as real estate and data centres, and other new sectors, such as senior living.
Additionally, Keppel Capital has partnered with Australian Unity to launch an Indonesian logistics property venture, as well as a private credit fund. The fund will focus on the Australian metropolitan office sector.
The cooperation will bring together the asset management expertise of both companies, as well as Keppel Capital&rsquo s ability to leverage the Keppel Group&rsquo s track record and ability to develop, operate and maintain complex real assets including energy and environmental infrastructure, including renewables and related technology solutions, urban development and connectivity solutions in Asia.
Additionally, Keppel Capital has partnered with Australian Unity to launch an Indonesian logistics property venture, as well as a private credit fund. The fund will focus on the Australian metropolitan office sector.
Keppel Offshore & Marine has clinched two contracts through its wholly-owned subsidiaries, Keppel AmFELS and Keppel Shipyard on September 22.
The contracts are worth a total of approximately $200 million.
Keppel AmFELS in the US will build a high-specification Trailing Suction Hopper Dredger (TSHD) for Manson Construction Co.
The TSHD will be the first dredger built at Keppel AmFELS&rsquo yard in Brownsville, Texas.
When completed, the dredger will have a hopper capacity of 15,000 cubic yards and will operate primarily in the Gulf Coast and Atlantic Coast of the United States.
The contracts are worth a total of approximately $200 million.
The TSHD will be the first dredger built at Keppel AmFELS&rsquo yard in Brownsville, Texas.
When completed, the dredger will have a hopper capacity of 15,000 cubic yards and will operate primarily in the Gulf Coast and Atlantic Coast of the United States.
Keppel Capital Holdings has raised over half of its target commitments for its US$500 million ($679.7 million) Keppel Education Asset Fund through its wholly-owned subsidiary Keppel Capital Alternative Asset.
The fund, which is managed by Keppel Capital Alternative Asset, is a closed-end private equity fund that will focus on the fast-growing private education sector in Asia Pacific. The investors in the fund and its parallel vehicle include a sovereign wealth fund, an endowment fund and a family office.
The fund intends to partner established school operators to invest in private education-related real estate in the Asia Pacific region and build a portfolio of stable assets in different education sub-sectors.
The fund, which is managed by Keppel Capital Alternative Asset, is a closed-end private equity fund that will focus on the fast-growing private education sector in Asia Pacific. The investors in the fund and its parallel vehicle include a sovereign wealth fund, an endowment fund and a family office.