Keppel
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Keppel Corp
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Keppel Ltd Shows Resilient Asset Growth Amid Middle East Conflict Benefits, Maintains BUY with S$13.80 Target
https://www.poems.com.sg/stocks/articles/keppel-ltd-asset-growth-middle-east-benefits-buy-rating/
Sir, no idea..😇 😇 😇
I just know whether if you can see Keppel will be going backward by $2 and below or going foward by $2 and beyond, you already know the answer..🤩 🤩 🤩
investshare ( Date: 20-May-2026 09:07) Posted:
If sell STE and buy Keppel, almost $1 difference per 1000 shares. Make sense or not? What is your view?
Newbie2025 ( Date: 19-May-2026 14:21) Posted:
| Un..un..unbeliveable, Sir..🫡 🫡 🫡 |
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M1 already write down 222million SGD last year Q4 when is announced for closure . Book write down because book value is higher then the selling price.
Keppel still pay the dividend as per New Keppel nevertheless. 56% payout @ 0.36 SGD/share. With Monetizaiton special dividends as 0.11 SGD/share.
With monetization money + new keppel recurring money. Monetization will cover all the write down.. Hence only 10 to 15% monetization is given out as special dividends.
Let see how it goes. To me is very simple. If any company can have dividends payout double from now versus 2030. Keppel is my best bet.
0.45 SGD/ share @ 70% payout of New Keppel . If AUM double by 2030 7B= 48million SGD per year (12m per quarter) . I think Keppel will have at least 0.75 SGD/share dividend by 2030 (Hopefully) just from AUM. That assuming 70% payout too, can be 75% can be 80%. Keppel did mention, if recurring income is stable, they will give higher payout though, recent high is 66% at FY 2024.
Once become 200 B, it become 300B, 400 B, is a once in a life time opportunity to envision Keppel turning into blackrock, brookfield equivalent kind of company.
USA citizen bet on Tesla Elon Musk believe that he can make thing happen. Tesla does not comprise of SpaceX back then. Is the trust of confidence.
As a Singaporean, I hope Keppel will be a worldwide brand in time to come, together with Temasek Holding too.
Just fyi.
FY 2018 = 64% (before that have Keppel FEl, non stable)
FY 2022= 64% (before that have Keppel FEl, non stable)
FY 2024= 66% (Without Keppel FEI)
FY 2025 = 56% with monetization special dividends ( why pay so much dividends when already increase from 0.34 SGD/share to 0.47 SGD/share. Need to moderate increase.
Speediman ( Date: 20-May-2026 00:19) Posted:
M1 definitely will incur write downs... maybe not in 1H, but will come.
I12 is sold on the cheap too
It doesn't look that rosy
YuanLong94 ( Date: 19-May-2026 20:33) Posted:
I think July result H2
Keppel will all in lol
Seatrium plus i2katong plus Keppel powerplant 128m = close to 800million announce after April 2026? 2nd quarter not first quarter result
if not they might take their own sweet time . with M1 it might ended up be 3 to 4 B this year which exceed their target to balance lol
I believe 2 to 3 B target set by them for this year is realistic .
no harm for Keppel to sharebuyback though haha
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If sell STE and buy Keppel, almost $1 difference per 1000 shares. Make sense or not? What is your view?
Newbie2025 ( Date: 19-May-2026 14:21) Posted:
Un..un..unbeliveable, Sir..🫡 🫡 🫡
investshare ( Date: 19-May-2026 13:34) Posted:
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Keppel Responds to IMDA' s Suspension of M1-SIMBA Deal: Plan B, Rightsizing, and Future Monetisation Strategies Explained
https://www.minichart.com.sg/2026/05/18/keppel-responds-to-imdas-suspension-of-m1-simba-deal-plan-b-rightsizing-and-future-monetisation-strategies-explained/geographic ( Date: 19-May-2026 15:45) Posted:
塞 翁 失 马 ， 焉 知 非 福
Delvyss ( Date: 19-May-2026 15:22) Posted:
| Every cloud has a silver lining |
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M1 definitely will incur write downs... maybe not in 1H, but will come.
I12 is sold on the cheap too
It doesn't look that rosy
YuanLong94 ( Date: 19-May-2026 20:33) Posted:
I think July result H2
Keppel will all in lol
Seatrium plus i2katong plus Keppel powerplant 128m = close to 800million announce after April 2026? 2nd quarter not first quarter result
if not they might take their own sweet time . with M1 it might ended up be 3 to 4 B this year which exceed their target to balance lol
I believe 2 to 3 B target set by them for this year is realistic .
no harm for Keppel to sharebuyback though haha
Newbie2025 ( Date: 19-May-2026 18:56) Posted:
| Now no more $14 or $15 effect, it's all.linked to M1 sale. If thereis special dividend, the effect comes back |
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I think July result H2
Keppel will all in lol
Seatrium plus i2katong plus Keppel powerplant 128m = close to 800million announce after April 2026? 2nd quarter not first quarter result
if not they might take their own sweet time . with M1 it might ended up be 3 to 4 B this year which exceed their target to balance lol
I believe 2 to 3 B target set by them for this year is realistic .
no harm for Keppel to sharebuyback though haha
Newbie2025 ( Date: 19-May-2026 18:56) Posted:
Now no more $14 or $15 effect, it's all.linked to M1 sale. If thereis special dividend, the effect comes back?
JurongW ( Date: 19-May-2026 18:38) Posted:
| You can DCA after keppel finished with SBB |
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According to Loh, for the M1 transaction, there were serious discussions involving at least two bidders.
?We understand that Starhub was previously interested in acquiring M1. If Starhub acquires, we think its credit metrics could be strained if the deal were to be funded by debt. However, a longer-term consolidation in the market should return pricing to a more rational level, which should restore margins and protect longer-term profitability,? OCBC Credit Research adds.
spore1 ( Date: 19-May-2026 19:55) Posted:
It may not get approval. They don't want too less telco player
Speediman ( Date: 19-May-2026 19:24) Posted:
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Starhub and M1 needs IDA to do something quickly to stem the reduction of earnings, maybe force Simba to "close shop" due to breach. IDA can issue a heavy fine just like how Optus got a huge fine
Once Keppel declares M1 write downs like starhub, M1 valuation will easily be less than 1 billion |
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It may not get approval. They don't want too less telco player
Speediman ( Date: 19-May-2026 19:24) Posted:
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Starhub and M1 needs IDA to do something quickly to stem the reduction of earnings, maybe force Simba to "close shop" due to breach. IDA can issue a heavy fine just like how Optus got a huge fine
Once Keppel declares M1 write downs like starhub, M1 valuation will easily be less than 1 billion |
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Starhub and M1 needs IDA to do something quickly to stem the reduction of earnings, maybe force Simba to "close shop" due to breach. IDA can issue a heavy fine just like how Optus got a huge fine
Once Keppel declares M1 write downs like starhub, M1 valuation will easily be less than 1 billion
Just like marriage, think long-term.
Newbie2025 ( Date: 19-May-2026 18:56) Posted:
Now no more $14 or $15 effect, it's all.linked to M1 sale. If thereis special dividend, the effect comes back?
JurongW ( Date: 19-May-2026 18:38) Posted:
| You can DCA after keppel finished with SBB |
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Now no more $14 or $15 effect, it's all.linked to M1 sale. If thereis special dividend, the effect comes back?
JurongW ( Date: 19-May-2026 18:38) Posted:
You can DCA after keppel finished with SBB.
spore1 ( Date: 19-May-2026 18:21) Posted:
| Once SBB stopped, price may go even lower |
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You can DCA after keppel finished with SBB.
spore1 ( Date: 19-May-2026 18:21) Posted:
Once SBB stopped, price may go even lower
JurongW ( Date: 19-May-2026 17:35) Posted:
SBB today - 500,000 shares bought at 10.14 to 10.30 ($5,116,385) |
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Yes Sir, unless there are good news surfacing..
spore1 ( Date: 19-May-2026 18:21) Posted:
Once SBB stopped, price may go even lower
JurongW ( Date: 19-May-2026 17:35) Posted:
SBB today - 500,000 shares bought at 10.14 to 10.30 ($5,116,385) |
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Once SBB stopped, price may go even lower
JurongW ( Date: 19-May-2026 17:35) Posted:
SBB today - 500,000 shares bought at 10.14 to 10.30 ($5,116,385) |
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SBB today - 500,000 shares bought at 10.14 to 10.30 ($5,116,385)
Keppel will need to lower M1 valuation and sell cheaper to Starhub, M1 will start to incur wtite downs soon
经 典 的 成 语
geographic ( Date: 19-May-2026 15:45) Posted:
塞 翁 失 马 ， 焉 知 非 福
Delvyss ( Date: 19-May-2026 15:22) Posted:
| Every cloud has a silver lining |
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塞 翁 失 马 ， 焉 知 非 福
Delvyss ( Date: 19-May-2026 15:22) Posted:
Every cloud has a silver lining.
Delvyss ( Date: 19-May-2026 12:09) Posted:
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Every cloud has a silver lining.
Delvyss ( Date: 19-May-2026 12:09) Posted:
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