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Masters of the SEAS: KEPPEL, SCI, SEATRIUM, YZJSB

Thank you Ah bear bear..We are Comrade in arms. .💪 💪

MrBear12      ( Date: 25-Nov-2025 19:37) Posted: You are most welcome to be our comrade in arms newbie19. Juice and you are two most loyal shareholders on SJ. Shortists fear such loyalty. Trade with loyal shareholders newbie19      ( Date: 25-Nov-2025 16:42) Posted: Thank you for your blessings and ALL THOSE LOYAL, SERIOUS AND LONG TERM INVERSTORS, LET'S HUAT TOGETHER 😆

 

You are most welcome to be our comrade in arms newbie19.

Juice and you are two most loyal shareholders on SJ.

Shortists fear such loyalty.

Trade with loyal shareholders

newbie19      ( Date: 25-Nov-2025 16:42) Posted: Thank you for your blessings and ALL THOSE LOYAL, SERIOUS AND LONG TERM INVERSTORS, LET'S HUAT TOGETHER 😆 beetlejuice      ( Date: 25-Nov-2025 16:23) Posted: Haha, specially for you & whoever other loyal, serious & long-term folks. https://thesmartinvestor.com.sg/if-you-invested-10000-in-keppel-10-years-ago-heres-what-youd-have-today

 

Thank you for your blessings and ALL THOSE LOYAL, SERIOUS AND LONG TERM INVERSTORS, LET'S HUAT TOGETHER 😆

beetlejuice      ( Date: 25-Nov-2025 16:23) Posted: Haha, specially for you & whoever other loyal, serious & long-term folks. https://thesmartinvestor.com.sg/if-you-invested-10000-in-keppel-10-years-ago-heres-what-youd-have-today/ newbie19      ( Date: 25-Nov-2025 08:49) Posted: Good write up buddy... So i considered Loyal, serious and long term inverstor hor...

 

Haha, specially for you & whoever other loyal, serious & long-term folks. https://thesmartinvestor.com.sg/if-you-invested-10000-in-keppel-10-years-ago-heres-what-youd-have-today/

newbie19      ( Date: 25-Nov-2025 08:49) Posted: Good write up buddy... So i considered Loyal, serious and long term inverstor hor...

 

UBS values Sembcorp Industries at $7.65 from value unlock

https://www.theedgesingapore.com/capital/brokers-calls/ubs-values-sembcorp-industries-765-value-unlock

 

Spot on!    Superb news for Sembcorp' s green energy development in India. :)

aragosta      ( Date: 02-Nov-2025 20:26) Posted: I think I' ll wait for both YZJ and SEATRIUM' s results before I post the updates on both stocks.... because very frustrating to get my posts thru mah.... so might as well wait for results, then post gangsters views after the results and any updates together..... meanwhile, I thought I comment on this nuclear thingy .... where Sembcorp stands a very good chance of getting involved.....if truly happened,   it will propel the stock into meta verse outer world and the price into infinity...... SEMBCORP & KEPPEL Singapore ' seriously' considering nuclear energy The Singapore government is currently reorganizing to build capabilities in nuclear energy, but no decision has been made on whether to deploy it.  but the black market believes it' s not a question of IF but definitely WHEN&hellip .. Based on information regarding Singapore' s energy sector, Keppel Ltd and Sembcorp Industries are the government-linked companies (GLCs) most likely to be selected to run a potential nuclear program.  (1) Existing Energy Infrastructure: Both companies are identified as major energy players in Singapore. The government has awarded them grants to deploy advanced, more carbon-efficient power plants. (2) Active Involvement in Energy Transition: Keppel is developing Singapore' s first hydrogen-ready power plant and has been appointed to lead the next phase of a low- or zero-carbon ammonia power generation project. Sembcorp has been steadily growing its renewables business and was granted conditional approval to import renewable energy from Sarawak. (3) Stated Interest in Nuclear: Keppel' s CEO has expressed hope that the company " can play a useful part in helping the Government go into nuclear power" should the opportunity arise. While no such public statements were found for Sembcorp, analysts suggest both companies would likely be invited to submit bids for new energy sources like nuclear power.  ======= Although both Sembcorp and Keppel are considered major players in Singapore' s energy transition,  there are strong arguments supporting Sembcorp as the likely choice to run a potential nuclear program. (1)  Sembcorp has indeed repositioned itself as an energy and urban solutions provider with a strong focus on sustainability and renewables, moving away from its rig-building unit which is now part of Seatrium. This streamlined focus on energy generation aligns directly with the core function of running a power program. (2)  Sembcorp has a large and growing portfolio of renewable energy assets across Asia and has been actively adding to its conventional energy capabilities, such as its recent acquisition of an additional stake in Singapore' s largest energy company, Senoko Energy. This experience in managing diverse power generation sources could be an advantage. (3) Temasek has highlighted Sembcorp as one of its portfolio companies on a strong decarbonization trajectory, which aligns with Singapore' s national net-zero aspirations by 2050. Nuclear energy, as a low-carbon baseload power source, would support this.  But while Sembcorp' s focused energy portfolio makes it a very strong candidate, the process of running a nuclear program is a complex national undertaking. Analysts suggest both Sembcorp and Keppel would likely be invited to bid or participate in any future call for investments or studies. The final decision will depend on a rigorous evaluation of technical capabilities, safety track records, and commercial proposals that align with the government' s stringent requirements and the maturity of advanced nuclear technologies like small modular reactors (SMRs).  NEWS FEED OF SINGAPORE&rsquo S INTEREST IN A NUCLEAR ENERGY PROGRAM November 1 Atomic ambitions: Singapore eyes the nuclear option for a net-zero future.The city state has released a paper on nuclear energy covering new reactor technology and high-profile accidents https://www.scmp.com/week-asia/health-environment/article/3331109/atomic-ambitions-singapore-eyes-nuclear-option-net-zero-future October 30 Many nations are advancing their adoption of nuclear technologies to achieve ambitious energy and environmental objectives. Additionally, major energy consumers are turning towards nuclear solutions to power AI datacentres and support industrial process heat requirements. https://www.siew.gov.sg/siew-2025/siew-thinktank-roundtables/the-evolving-role-of-nuclear-in-the-future-energy-system Nuclear talent gap a ' big missing element' amid world' s excitement for atomic power. Singapore has not made a decision to go nuclear, but is actively laying the groundwork to see if this energy form could become viable for the country in the future. https://www.straitstimes.com/singapore/environment/nuclear-talent-gap-a-big-missing-element-amid-worlds-excitement-for-atomic-power October 29 Singapore turns to nuclear energy and innovating power grid to strengthen energy security. A spotlight on Singapore' s efforts to build up energy capabilities that adapt to the rapid changes driven by AI, low-carbon technologies, and digitalisation https://govinsider.asia/intl-en/article/singapore-turns-to-nuclear-energy-and-innovating-power-grid-to-strengthen-energy-securit October 28 Singapore is " seriously studying the potential deployment of nuclear energy, especially newer technologies such as small modular reactors," EST Minister-in-charge of Energy and Science and Technology Tan See Leng said at the opening of  Singapore International Energy Week https://www.world-nuclear-news.org/articles/singapore-seriously-considering-nuclear-energy October 27 Singapore releases paper on nuclear energy, to deepen cooperation with two US institutes. The 16page paper highlights how nuclear energy can meet Singapore' s energy needs as a secure cost-effective and clean energy source. https://www.youtube.com/watch?v=BSI2moGTNEU https://www.channelnewsasia.com/singapore/singapore-international-energy-week-nuclear-jurong-island-tan-see-leng-5425786 Singapore' s EMA is strengthening its capabilities to study the feasibility of nuclear power generation by signing two cooperation agreements with U.S. organizations. These agreements aim to systematically build up the expertise needed for this assessment. https://www.ema.gov.sg/news-events/news/media-releases/2025/sg-deepens-cooperation-with-us-on-nuclear-energy-capability-building https://www.nea.gov.sg/docs/default-source/rpnsd/building-singapore' s-capabilities-to-assess-nuclear-energy.pdf October 23 Diversification into nuclear will future-proof ASEAN' s demands. Southeast Asian economies are easing their hyper-cautious stance to renew the momentum for nuclear adoption, in their search for long-term energy solutions https://asian-power.com/project/commentary/diversification-nuclear-will-future-proof-aseans-demands September 1 Singapore' s Energy Market Authority (EMA) has appointed the Singapore office of British firm Mott MacDonald to study advanced nuclear energy technologies, and to evaluate safety and feasibility of nuclear energy. The study will take up to two years. https://www.channelnewsasia.com/singapore/singapore-appoint-uk-firm-mott-macdonald-study-nuclear-energy-technologies-5328191#:~:text=Chelsea%20Ong,novel%20cooling%20systems%20or%20fuels.

 

Good write up buddy...
So i considered Loyal, serious and long term inverstor hor...

 

if you are wondering where' s the earnings, the profits, your dividends come from , why people are still buying, hence the capital gains .........
And if you think this is all, you need to keep reading.... but rthey are for only for   the loyal, serious long term investors..... otherwise, everything that is posted here   looks like Greek to you, and you will find this place very boring..........

KEPPELe
Here is an overview of notable Keppel' s strategic partnerships and collaborations in energy transition and technology, digital connectivity, and sustainable urban solutions and infrastructure, and AI

Keppel' s growth is driven by the increasing demand for digital infrastructure that it specializes in, particularly data centers, subsea cables, and energy solutions. The company has formed key alliances to position itself at the forefront of AI infrastructure development. 

• Keppel and AWS:  The partnership is a strategic framework agreement to collaborate on sustainable data centers and subsea cables globally. A key focus is the development of an AI Platform using AWS services to accelerate Keppel' s growth strategy. Keppel is also developing the Bifrost Cable System, which is the largest capacity high-speed transmission cable across the Pacific Ocean.
• Keppel and Huawei:  The companies have signed a Memorandum of Understanding (MOU) to collaborate on renewable energy solutions, including photovoltaic (PV) systems and Battery Energy Storage Systems (BESS). This partnership aims to enhance energy efficiency and stability for low-carbon data centers and industrial parks, with projects covering ASEAN power grids.
• Keppel and JBM Group:  Keppel and JBM Group are working together on projects related to electro-mobility, BESS, and e-waste solutions in India. They are conducting feasibility studies for EV charging networks, electro-mobility hubs, and resource recovery facilities to support the electrification of transport infrastructure.
• Keppel and Tata Power:  Keppel, along with Tata Power subsidiaries, is providing integrated Energy-as-a-Service (EaaS) solutions for decarbonizing energy-intensive sectors in India, such as data centers and industrial parks. These solutions will integrate AI and IoT to improve energy efficiency. Keppel has also secured its first Cooling-as-a-Service (CaaS) contract in India with Nucleus Office Parks.
• Keppel and AM Green:  Keppel partnered with AM Green Chemicals, a company promoted by Greenko Group shareholders, to explore the production of biogenic carbon-based green molecules (sustainable fuels) in Asia and the Middle East.
• Keppel and Woodside Energy:  The companies have signed a conditional Offtake Term Sheet for the supply and purchase of liquid hydrogen to power Keppel' s data centers in Singapore. This follows a previous agreement that referenced a potential purchase of up to 1,000 tonnes per day of liquid hydrogen as early as 2030.
• Keppel and Nokia:  Keppel and Nokia signed an MOU to enhance AI data center innovation and security. The collaboration includes designing AI-ready data centers and addressing quantum threats through post-quantum cryptography. Keppel' s Connectivity Division provides expertise in GenAI and hybrid cloud management for the partnership.
• Keppel and AIIB:  This partnership aims to mobilize up to US$1.5 billion by 2030 to fund sustainable infrastructure projects in the Asia-Pacific. The investment will target green infrastructure, regional connectivity, and technology-driven solutions, including those that support the " AI wave"
• Keppel and Johnson Controls:  The collaboration involves deploying advanced cooling systems in buildings that incorporate high-efficiency chillers, IoT-based monitoring, and AI-powered controls to optimize energy use.
• Keppel, NUS, and NTU:  Keppel Infrastructure is working with the National University of Singapore (NUS) and Nanyang Technological University (NTU) on research partnerships. This includes a study on the feasibility of developing a floating hybrid renewable energy system in Singapore.
• Keppel and JBIC:  Keppel and the Japan Bank for International Cooperation (JBIC) signed an MOU to collaborate on energy transition and digitalization opportunities in Asia. The partnership focuses on projects such as cross-border low-carbon electricity trade in ASEAN, clean energy projects involving hydrogen and ammonia, and the development of AI-ready data centers. 
• Keppel and Dell Technologies:  Signed a partnership in September 2025 to collaborate on data centers and AI platform investments across Asia. This involves incorporating Keppel' s green technologies into facilities and developing industry-specific AI platforms for sectors like healthcare and financial services.
• Keppel and ENGIE:  In October 2025, the companies signed an MOU to jointly explore and develop innovative low-carbon energy solutions across the Asia-Pacific region, including optimizing energy systems, expanding renewable power purchase agreements, and fostering innovation for hard-to-abate sectors.
• Keppel and Siemens Energy:  The companies are collaborating to explore low-carbon power generation solutions as part of the broader energy transition, focusing on sustainable energy systems for the future.
• Keppel and ExxonMobil:  The two firms are exploring low-carbon ammonia solutions for Singapore, focusing on developing new energy value chains for a lower-carbon future.
• Keppel and Mitsui O.S.K. Lines (MOL) / Chevron:  Keppel is part of a consortium with MOL and Chevron that has been appointed to develop the world' s first ammonia-fueled gas carrier, a major step in the decarbonization of the maritime industry.
• Keppel and IMDA:  Through its philanthropic arm, the Keppel Care Foundation, Keppel is collaborating with IMDA in support of Singapore' a " Digital for Life" movement, focusing on digital inclusion, literacy, and wellness, as well as donating refurbished laptops to vulnerable communities.
• Keppel and various Vietnamese partners:  Keppel has signed MOUs with partners such as Filmore Development, Thanh Dat, and Alphanam Group to explore the implementation of EaaS (Energy-as-a-Service) in Vietnam, including cooling, solar PV systems, and EV charging solutions. 

These collaborations underscore Keppel' s extensive strategy to leverage global partnerships in driving sustainable and technology-enabled infrastructure development.
IS THIS ALL? Wait la....... make money must be patient....

 

Sembcorp Awarded Firm and Dispatchable Renewable Energy Power Project in India

https://www.sembcorp.com/in/news-and-insights/news/2025/sembcorp-awarded-firm-and-dispatchable-renewable-energy-power-project-in-india/

 

Nama Power and Water Procurement Signs Agreement with Sembcorp Utilities and OQ Alternative Energy to Develop The Dhofar II Wind Power Project in The Sultanate Of Oman

https://www.sembcorp.com/om/news-and-insights/news/2025/nama-power-and-water-procurement-signs-agreement-with-sembcorp-utilities-and-oq-alternative-energy-to-develop-the-dhofar-ii-wind-power-project-in-the-sultanate-of-oman/

 

This news really goes under the radar..... but actually is very important to the development of KIT..... with a rub on effect on father Keppel...  An extraordinary general meeting for the proposed deal will be held on November 11...... be there to get some insiders info on Keppel during the EGM' s interaction......
' you' ll be surprised what info you may stumble upon....... otherwise, sometimes, I bluff you, you also don' t know.......

Keppel Infrastructure Trust expands into digital infrastructure with proposed S$119 million Global Marine Group stake
https://www.businesstimes.com.sg/companies-markets/keppel-infrastructure-trust-expands-digital-infrastructure-proposed-s119-million-global-marine-group

Meanwhile, since I' m here, here' s some latest related info on the other Tokkong SEAS stocks.......
Batteries are crucial technology for the 21st century 
https://www.businesstimes.com.sg/opinion-features/batteries-are-crucial-technology-21st-century

Data centres and clean power: Tricky marriage in the spotlight at Singapore&rsquo s energy forum  https://www.businesstimes.com.sg/esg/data-centres-and-clean-power-tricky-marriage-spotlight-singapores-energy-forum

Seatrium Divests Non-Core Platform Supply Vessels For S$77 Million 
​ https://links.sgx.com/FileOpen/General%20Annc%20-%20GNL%20Divestment.ashx?App=Announcement& FileID=865745

 

Wow, gangsters told me thru WhatsChat, Sembcorp will not be giving third quarter results updates, which is actually very good news.......
Yangzijiang Shipbuilding:  Is projected to release its Q3 2025 earnings report on  November 10, 2025  or  November 11, 2025.
Seatrium will release its Q3 2025 business update on  November 13, 2025, before trading hours. The company has already announced new contract wins ahead of this update. 

For those wishing that they hope to get at least 0.50 as FY final dividends for Keppel , let me say if it really turns out to be only fifty, then the price of Keppel will collapse like no other..... 
market, including black market expects much more......something like, I understand, to be a 6 to 7% yield.... let' s talk this, beginning of next year, nothing to get excited now.....
​ We still got one mega development to come.........

​

 

I think I' ll wait for both YZJ and SEATRIUM' s results before I post the updates on both stocks.... because very frustrating to get my posts thru mah.... so might as well wait for results, then post gangsters views after the results and any updates together..... meanwhile, I thought I comment on this nuclear thingy .... where Sembcorp stands a very good chance of getting involved.....if truly happened,   it will propel the stock into meta verse outer world and the price into infinity......

SEMBCORP & KEPPEL
Singapore ' seriously' considering nuclear energy

The Singapore government is currently reorganizing to build capabilities in nuclear energy, but no decision has been made on whether to deploy it. 
but the black market believes it' s not a question of IF but definitely WHEN&hellip ..

Based on information regarding Singapore' s energy sector, Keppel Ltd and Sembcorp Industries are the government-linked companies (GLCs) most likely to be selected to run a potential nuclear program. 
(1) Existing Energy Infrastructure: Both companies are identified as major energy players in Singapore. The government has awarded them grants to deploy advanced, more carbon-efficient power plants.

(2) Active Involvement in Energy Transition: Keppel is developing Singapore' s first hydrogen-ready power plant and has been appointed to lead the next phase of a low- or zero-carbon ammonia power generation project. Sembcorp has been steadily growing its renewables business and was granted conditional approval to import renewable energy from Sarawak.

(3) Stated Interest in Nuclear: Keppel' s CEO has expressed hope that the company " can play a useful part in helping the Government go into nuclear power" should the opportunity arise. While no such public statements were found for Sembcorp, analysts suggest both companies would likely be invited to submit bids for new energy sources like nuclear power. 
=======
Although both Sembcorp and Keppel are considered major players in Singapore' s energy transition,  there are strong arguments supporting Sembcorp as the likely choice to run a potential nuclear program.
(1)  Sembcorp has indeed repositioned itself as an energy and urban solutions provider with a strong focus on sustainability and renewables, moving away from its rig-building unit which is now part of Seatrium. This streamlined focus on energy generation aligns directly with the core function of running a power program.
(2)  Sembcorp has a large and growing portfolio of renewable energy assets across Asia and has been actively adding to its conventional energy capabilities, such as its recent acquisition of an additional stake in Singapore' s largest energy company, Senoko Energy. This experience in managing diverse power generation sources could be an advantage.
(3) Temasek has highlighted Sembcorp as one of its portfolio companies on a strong decarbonization trajectory, which aligns with Singapore' s national net-zero aspirations by 2050. Nuclear energy, as a low-carbon baseload power source, would support this. 

But while Sembcorp' s focused energy portfolio makes it a very strong candidate, the process of running a nuclear program is a complex national undertaking. Analysts suggest both Sembcorp and Keppel would likely be invited to bid or participate in any future call for investments or studies. The final decision will depend on a rigorous evaluation of technical capabilities, safety track records, and commercial proposals that align with the government' s stringent requirements and the maturity of advanced nuclear technologies like small modular reactors (SMRs). 

NEWS FEED OF SINGAPORE&rsquo S INTEREST IN A NUCLEAR ENERGY PROGRAM

November 1
Atomic ambitions: Singapore eyes the nuclear option for a net-zero future.The city state has released a paper on nuclear energy covering new reactor technology and high-profile accidents
https://www.scmp.com/week-asia/health-environment/article/3331109/atomic-ambitions-singapore-eyes-nuclear-option-net-zero-future

October 30
Many nations are advancing their adoption of nuclear technologies to achieve ambitious energy and environmental objectives. Additionally, major energy consumers are turning towards nuclear solutions to power AI datacentres and support industrial process heat requirements.
https://www.siew.gov.sg/siew-2025/siew-thinktank-roundtables/the-evolving-role-of-nuclear-in-the-future-energy-system

Nuclear talent gap a ' big missing element' amid world' s excitement for atomic power. Singapore has not made a decision to go nuclear, but is actively laying the groundwork to see if this energy form could become viable for the country in the future.
https://www.straitstimes.com/singapore/environment/nuclear-talent-gap-a-big-missing-element-amid-worlds-excitement-for-atomic-power

October 29
Singapore turns to nuclear energy and innovating power grid to strengthen energy security. A spotlight on Singapore' s efforts to build up energy capabilities that adapt to the rapid changes driven by AI, low-carbon technologies, and digitalisation
https://govinsider.asia/intl-en/article/singapore-turns-to-nuclear-energy-and-innovating-power-grid-to-strengthen-energy-securit

October 28
Singapore is " seriously studying the potential deployment of nuclear energy, especially newer technologies such as small modular reactors," EST Minister-in-charge of Energy and Science and Technology Tan See Leng said at the opening of  Singapore International Energy Week
https://www.world-nuclear-news.org/articles/singapore-seriously-considering-nuclear-energy

October 27
Singapore releases paper on nuclear energy, to deepen cooperation with two US institutes. The 16page paper highlights how nuclear energy can meet Singapore' s energy needs as a secure cost-effective and clean energy source.
https://www.youtube.com/watch?v=BSI2moGTNEU
https://www.channelnewsasia.com/singapore/singapore-international-energy-week-nuclear-jurong-island-tan-see-leng-5425786

Singapore' s EMA is strengthening its capabilities to study the feasibility of nuclear power generation by signing two cooperation agreements with U.S. organizations. These agreements aim to systematically build up the expertise needed for this assessment.
https://www.ema.gov.sg/news-events/news/media-releases/2025/sg-deepens-cooperation-with-us-on-nuclear-energy-capability-building
https://www.nea.gov.sg/docs/default-source/rpnsd/building-singapore' s-capabilities-to-assess-nuclear-energy.pdf

October 23
Diversification into nuclear will future-proof ASEAN' s demands. Southeast Asian economies are easing their hyper-cautious stance to renew the momentum for nuclear adoption, in their search for long-term energy solutions
https://asian-power.com/project/commentary/diversification-nuclear-will-future-proof-aseans-demands

September 1
Singapore' s Energy Market Authority (EMA) has appointed the Singapore office of British firm Mott MacDonald to study advanced nuclear energy technologies, and to evaluate safety and feasibility of nuclear energy. The study will take up to two years.
https://www.channelnewsasia.com/singapore/singapore-appoint-uk-firm-mott-macdonald-study-nuclear-energy-technologies-5328191#:~:text=Chelsea%20Ong,novel%20cooling%20systems%20or%20fuels.

 

 

Results Akan datang... but do not expect it to be as as spectacular as Keppel, at least not yet... but will be eventually, but do not be too bothetef about the reactions, if any,   because this has already been factored in from the last results and the company has guided twice thus year, that some strategies or developments have yet to come to fruition yet..... meanwhile, juz hold patiently for the mega developments to explode in your face..... Another two " natural" developments will be major catalytic events, one the Temasek restructuring, with SCI being one of Temasek' s three darlings..... and the under the radar nuclear program......meanwhile do read the following brews listed for October...... please hor, read them, as the gangsters bookkeeper put in a lot of effort to compile them..... if you are too busy, at least read those in blue la!...... but seriously, if you don' t follow what is here, then when the loud music started, you won' t be able to hear through the loud noises and you won' t know what the hell I' ll be talking about.......
And forget about seven, By FY results, this will be a eight , if every thing goes according to plan...... if the mega developments come, it will be a million % higher........ UNBELIEVABLE?? Yes, the gangsters have been so unbelievable nowadays.... just look at their tokkong predictions on Keppel, and I haven' t boasted about this yet...... wait until you hear what' s their latest targets by FY2025 results! Huat ah!!!

SEMBCORP INDUSTRIES

Sembcorp Industries powers Asia' s green transition
Sembcorp Industries is powering Asia' s green transition through a strategic transformation of its business from conventional to renewable energy, with ambitious targets for expansion in wind, solar, and energy storage across key markets like Singapore, India, China, and Vietnam. 
Key aspects of its strategy include:
(1)  Sembcorp has set a target to grow its gross installed renewable energy capacity to  25 GW by 2028.
(2)  Sembcorp is committed to achieving  net-zero emissions by 2050, halving its emissions intensity by 2028, and reducing absolute emissions by 2030.
(3)  Sembcorp deploys about S$10.5 billion (75% of total investments from 2024-2028) to support renewables growth.
(4)  Sembcorp is utilizing its reliable gas power business to produce strong cash flows, which are then reinvested into developing renewable energy projects. 
(5)  Sembcorp develops integrated urban solutions and leverages technology like battery energy storage systems (ESS) to manage the intermittency of renewables and ensure grid stability.

Through these initiatives, Sembcorp is positioning itself as a leading player in Asia' s energy transition, balancing energy security and reliability with the urgent need for decarbonisation. 

POSITIVE BREWS IN OCTOBER
October 31
The successful implementation of subsea power cables by Sembcorp Utilities and Sarawak Energy connecting Sarawak to Singapore could pilot larger ASEAN power grid, said Sarawak Premier Abang Johari Openg.
https://www.channelnewsasia.com/asia/sarawak-premier-subsea-cable-electricity-singapore-energy-asean-power-grid-5437561

Singapore is looking to increase its low-carbon power imports to 6GW by 2035, and is exploring various ways to achieve this. EMA' s Chua Shun Loong spoke about the importance of collaboration and the challenges in cross-border energy trade.
https://www.argusmedia.com/en/news-and-insights/latest-market-news/2748466-q-a-singapore-eyes-more-tie-ups-for-low-carbon-energy

October 30
VO. Chidambaranar Port Authority signs MOU with Sembcorp for green ammonia and hydrogen project 
https://www.maritimegateway.com/sembcorp-voc-port-sign-mou-to-develop-₹ 25400-crore-green-hydrogen-and-ammonia-hub/

Prysmian to complete in 2026 study on Sarawak-Singapore power export project. Prysmian was selected by Sembcorp Utilities and Sarawak Energy Services to be the preferred supplier for the project.
https://www.thestar.com.my/business/business-news/2025/10/30/prysmian-to-complete-in-2026-study-on-sarawak-singapore-power-export-project#goog_rewarded

Singapore' s energy workforce set to expand by over 60% in next decade. EMA to partner with industry and schools to train workers for clean energy transition.
https://sbr.com.sg/energy-offshore/news/singapores-energy-workforce-set-expand-over-60-in-next-decade

October 29
Can ASEAN build its own battery future in a world powered by China?  Singapore and its neighbours in ASEAN are working to build an integrated ASEAN power grid to enhance cross-border energy trade, particularly in clean energy sources such as solar power.
https://www.thinkchina.sg/economy/big-read-can-asean-build-its-own-battery-future-world-powered-china

Singapore receives interest from Malaysian firms to export renewable energy through second interconnector.
https://www.businesstimes.com.sg/esg/singapore-receives-interest-malaysian-firms-export-renewable-energy-through-second-interconnector?ref=article-bottom-more-in-esg

October 28
Singapore, Australia enters partnership to strengthen energy cooperation. It provides a framework for both energy regulators to promote cooperation and sharing of regulatory practices on gas and electricity markets.
https://www.businesstimes.com.sg/esg/singapore-australia-enters-partnership-strengthen-energy-cooperation

October 27
New Aster unit inks Sembcorp Solar deal for power worth 17,000 cars' emissions. Aster Power will focus on advancing power and steam generation, as well as renewable power solutions across Aster' s assets
https://www.businesstimes.com.sg/companies-markets/new-aster-unit-inks-sembcorp-solar-deal-power-worth-17000-cars-emissions

Singapore to deepen nuclear energy cooperation with US institutes, issues background paper to allay public concerns. Apart from nuclear, Singapore has other low-carbon pathways towards decarbonisation, and is also exploring biomethane as a viable option. 
https://www.channelnewsasia.com/singapore/singapore-international-energy-week-nuclear-jurong-island-tan-see-leng-5425786
https://www.argusmedia.com/en/news-and-insights/latest-market-news/2746583-singapore-eyes-geothermal-nuclear-to-widen-energy-mix

Singapore' s focus areas for a resilient energy grid.
Sembcorp partners EMA to test energy-storage system for grid stability
https://www.businesstimes.com.sg/companies-markets/sembcorp-partners-ema-test-energy-storage-system-grid-stability
https://sbr.com.sg/news/singapores-focus-areas-resilient-energy-grid

Singapore to build 700MW data centre park on Jurong Island, pilot biomethane imports: Tan See Leng.
https://www.businesstimes.com.sg/esg/singapore-build-700mw-data-centre-park-jurong-island-pilot-biomethane-imports-tan-see-leng

Sembcorp unveils ' battery stacking' solution and Singapore' s largest ground-mounted solar project on Jurong Island. Sembcorp is working on two clean energy projects that boost energy storage and solar power capacity on Jurong Island.
https://asian-power.com/news/sembcorp-unveils-energy-storage-and-solar-projects-jurong-island
https://www.sembcorp.com/sg/news-and-insights/news/2025/sembcorp-unveils-landmark-clean-energy-initiatives-on-jurong-island/

As Singapore advances its low-carbon ambitions, Jurong Island is also emerging as a key front in the clean energy transition. Sembcorp is supporting this shift by deploying solar energy at scale through the Sembcorp Jurong Island Solar Farm.
https://www.sembcorp.com/sg/news-and-insights/insights-and-stories/singapore/singapores-largest-ground-mounted-solar-project/

Natural Gas in Asia' s Energy Transition: A Pragmatic Path Forward
https://www.youtube.com/watch?v=uZRdmxxQaOM
https://www.sembcorp.com/news-and-insights/insights-and-stories/corporate/natural-gas-in-asia-s-energy-transition-a-pragmatic-path-forward/

October 26
Hydropower' s undervalued potential in a decarbonizing world: Strategic infrastructure for grid resilience and long-term sustainability
https://www.ainvest.com/news/hydropower-undervalued-potential-decarbonizing-world-strategic-infrastructure-grid-resilience-long-term-sustainability-2510/

October 22
Sembcorp Industries  is said to be in talks to buy  a minority stake in the gas-fired business of Thai energy  company B.Grimm Power Pcl
https://www.bloomberg.com/news/articles/2025-10-22/sembcorp-is-said-to-be-in-talks-to-buy-stake-in-b-grimm-gas-assets

October 21 
Singapore will share classified information on cyber attackers with Critical Information Infrastructure owners like water and electricity suppliers
https://www.channelnewsasia.com/listen/cna938-rewind/why-singapore-sharing-classified-cyber-intel-critical-sectors-5415176

October 17
Sembcorp awarded conditional approval by EMA to import renewable energy from Sarawak to Singapore
https://www.energyglobal.com/other-renewables/20102025/sembcorp-awarded-conditional-approval-to-import-renewable-energy/

Malaysia and Singapore  announced significant progress on two new electricity interconnection projects aimed at strengthening cross-border power trade, reflecting both countries' shared commitment to energy security, decarbonisation and regional growth.
https://www.nst.com.my/business/economy/2025/10/1296725/malaysia-singapore-advance-cross-border-electricity-trade

Dilhan: Temasek' s Path Forward in a Fragmented World
https://www.temasek.com.sg/en/news-and-resources/stories/future/temasek-path-forward-in-a-fragmented-world

October 16
TNB advances Asean power grid with cross-border renewable energy interconnections
https://www.klsescreener.com/v2/news/view/1605121/tnb-advances-asean-power-grid-with-cross-border-renewable-energy-interconnections

Sembcorp: Transforming businesses for the future. How did Sembcorp transform into a leading renewable energy player in Asia?
https://www.youtube.com/watch?v=5iN-oKQ1I24

October 13
Singapore bets on ' giant batteries' as it guns for clean energy imports.  ESS and batteries will be vital as Singapore and its neighbours work towards building the Asean Power Grid, creating fresh investment opportunities for the sector.
https://www.businesstimes.com.sg/esg/singapore-bets-giant-batteries-it-guns-clean-energy-imports

October 9
Sembcorp Industries (SGX: U96), Keppel Ltd (SGX: BN4), and ST Engineering (SGX: S63): three companies that could shine as Singapore moves towards a cleaner and more sustainable future.
https://sg.finance.yahoo.com/news/3-stocks-could-shine-singapore-093000481.html

Sembcorp' s strategic expansion into solar energy via ReNew acquisition: Assessing long-term value creation and regional implications.
https://www.ainvest.com/news/sembcorp-strategic-expansion-solar-energy-renew-acquisition-assessing-long-term-creation-regional-implications-2510/

October 8
Sembcorp to acquire India' s ReNew solar energy business for $190m to boost renewables portfolio. The acquisition will bring Sembcorp' s   total renewable energy capacity in India to 6.9GW.
https://www.power-technology.com/news/sembcorp-acquire-renew-sun-bright/#:~:text=Singapore%2Dbased%20Sembcorp%20Industries%20has,renewable%20energy%20portfolio%20in%20India.

Hong Kong-owned electricity and gas supplier Alinta Energy progresses merger talks with Singapore' s Sembcorp industries for a potential transaction as its owner examines options to fund clean power projects.
https://www.afr.com/companies/energy/alinta-progresses-merger-talks-with-singapore-s-sembcorp-20251008-p5n125

October 4
India' s Union Minister for Commerce and Industry Piyush Goyal met with Wong Kim Yin, Group President and CEO of Sembcorp to discuss India' s progress in renewable energy and explore collaboration opportunities.
https://www.aninews.in/news/business/piyush-goyal-meets-sembcorp-ceo-to-explore-collaboration-in-clean-energy-and-green-hydrogen20251004160512/

October 1
Sembcorp Industries, through its subsidiary Sembcorp Salalah Power & Water Company SAOG (SSPWC), has been awarded a new 10-year power and water purchase agreement (PWPA).
https://www.omanobserver.om/article/1177378/business/nama-pwp-awards-new-10-year-contract-to-sembcorp-salalah

Sembcorp Industries is a key member of The Singapore Green Plan 2030, or the Green Plan, which is a whole-of-nation movement to advance Singapore' s national agenda on sustainable development.
https://www.greenplan.gov.sg
https://grow.singlife.com/elevate/Unbiased-Insights/thematic-report-edition-08

Hope to be able to post on YZJ and Seatrium by tonight..... the slowness for each post to get through is getting into me......

 

 

KEPPEL

Why you should consider Keppel as a long term strong investment option.  Hello! Remember, I said " strong investment option" , not some " monkey' s self-serving mercenary trading option" !

Since FY2024, Keppel Ltd. transformed into a global asset manager/operator focusing on Infrastructure, Real Estate, and Connectivity. Through Q3 2025, the " New Keppel" (excluding divested/discontinued ops) reported a net profit increase of over 25% YoY across all segments, driven by asset monetization and a shift to an asset-light, recurring-income model.  1) Keppel' s FUM reached S$91 billion by mid-2025 and is projected to exceed its S$100 billion target ahead of schedule. The company' s strategy focuses on being a global asset manager and operator with expertise in infrastructure, real estate, and connectivity,  aiming to provide sustainable solutions and achieve a more stable and recurring earnings profile.
2)  Keppel is on track to meet its target of S$10&ndash S$12 billion in asset monetization by the end of 2026. Keppel has generated S$14 billion through asset sales since October 2020, with S$2.4 billion raised thus far in 2025.  This continuous program supports reinvestment into high-growth, sustainability-related initiatives  within the company' s core areas of infrastructure, real estate, and connectivity.
3)  Keppel had strong financial performance and improved cost efficiency, achieving its cost savings targets early. This led to a higher return on equity (ROE), which increased to an annualized 15.4% in the first half of 2025, up from 10.1% in the full year 2024. Additionally, recurring income contributed nearly 15% of the core business' s nine-month net profit
4)  Keppel is spearheading two new subsea cable projects, enhancing regional connectivity while advancing clean energy and urban renewal, and plans two additional systems to enhance Asian connectivity. The company' s decarbonization strategies align with long-term sustainable investment trends.
5)  Keppel is changing its dividend policy to link payouts directly to its annual net profit, instead of its previous stable dividend approach. The company will use some of the cash from its asset monetization to reward shareholders, with dividends now reflecting the group' s financial performance.  In July 2025, Keppel also announced a S$500 million share buyback program to enhance shareholder returns 
6)  Keppel is strategically positioned to benefit from the boom and acceleration of AI development, primarily through its growing focus on digital infrastructure. As AI technologies demand massive amounts of computing power and data storage, Keppel is expanding its business to become a major player in building and managing the critical infrastructure that supports this growth. 

Keppel' s transformation into a high-growth asset manager and operator is delivering higher profitability, stronger recurring income, and expanded investment opportunities. With a focus on sustainability, asset monetization, and digital infrastructure,  Keppel is well-positioned for super long-term growth and shareholder value creation.

STRONG POSITIVE BREWS IN OCTOBER
NOTE: if you don' t have time, at least read the ones in blue la.......

October 31
Keppel 9M 2025 Business Update: Earnings growth, asset monetisation, dividend srategy, and future outlook
https://www.minichart.com.sg/2025/10/31/keppel-ltd-9m-2025-business-update-earnings-growth-asset-monetisation-dividend-strategy-and-future-outlook/

Keppel stock upgraded from Hold to STRONG Buy Candidate (with a 90% probability price between S$10.85 and S$11.42)  https://stockinvest.us/stock/BN4.SI#:~:text=The%20Keppel%20Corporation%20Limited%20stock%20holds%20a%20sell%20signal%20from,positive%20forecast%20for%20the%20stock.

October 30
Keppel' s business update for 9M 2025. The New Keppel' s net profit rose by over 25% yoy in 9M 2025, with all three business segments achieving earnings growth.  https://www.businesstimes.com.sg/companies-markets/keppel-vows-use-part-cash-unlocked-asset-monetisation-reward-shareholders

Transcript of questions & answers session of Keppel' s business update for 9M 2025. Keppel vows to use part of cash unlocked in asset monetisation to reward shareholders.  https://links.sgx.com/FileOpen/TRSCR_Keppel%209M2025%20Business%20Update_Transcript%20of%20Question%20Answer%20Session.ashx?App=Announcement& FileID=865549

Keppel' s strategic refocusing and monetization drive: unlocking value for long-term investors
https://www.ainvest.com/news/keppel-strategic-refocusing-monetization-drive-unlocking-long-term-investors-2510/

Singapore and Sweden deepen cooperation on clean energy and regional interconnectivity 
https://www.siew.gov.sg/resources/articles/detail/2025/10/31/singapore-and-sweden-deepen-cooperation-on-clean-energy-and-regional-interconnectivity

Keppel and Siemens Energy collaborate to explore low-carbon power generation solutions
https://www.theedgesingapore.com/news/energy/keppel-signs-mou-siemens-explore-low-carbon-power-generation-solutions

Keppel Infrastructure Trust' s briefing for retail shareholders hosted by SIAS. SIAS-KIT dialogue session on the investment in Global Marine Group.
https://wpcms.keppel.com/wm/cms-site/kpl/file/media/2025/Oct/30-oct-kit/kit-sias-dialogue-session-30-oct-2025.pdf
https://links.sgx.com/FileOpen SIAS%20QnAs_Transcript_30%20Oct%202025.ashx?App=Announcement& FileID=865734

Keppel Infrastructure Trust' s strategic dive into subsea digital infrastructure: What investors need to know about the US$91.7 Million Global Marine Group acquisition
https://www.minichart.com.sg/2025/10/30/keppel-infrastructure-trusts-strategic-acquisition-of-global-marine-group-investment-highlights-financial-impact-and-egm-details-2-3-5-10-13/

3 REITs with the strongest balance sheets and steady payout   Keppel DC REIT: Best-In-Class data centre REIT 
https://sg.finance.yahoo.com/news/3-reits-strongest-balance-sheets-033000725.html

October 29
Increasingly challenging to find suitable land for data centres. Finding the right piece of land is so important that Keppel has developed an AI model that can map out sites with access to power and water, and also hyperscalers' locations: Keppel&rsquo s CEO
https://www.businesstimes.com.sg/esg/increasingly-challenging-find-suitable-land-data-centres-keppel-ceo?ref=article-see-also

Keppel, Engie collaborate to boost Asia-Pacific&rsquo s transition to low-carbon energy systems. The agreement also seeks to improve business cooperation in the energy sector
https://www.businesstimes.com.sg/companies-markets/keppel-engie-collaborate-boost-asia-pacifics-transition-low-carbon-energy-systems?ref=article-bottom-more-in-esg

Singapore receives interest from Malaysian firms to export renewable energy through second interconnector
https://www.businesstimes.com.sg/esg/singapore-receives-interest-malaysian-firms-export-renewable-energy-through-second-interconnector?ref=article-bottom-more-in-esg

October 28
Keppel Infrastructure Trust 9M distributable income up 59.2% at S$168.9 million on divestment gains
https://www.businesstimes.com.sg/companies-markets/keppel-infrastructure-trust-9m-distributable-income-59-2-s168-9-million-divestment-gains
https://growbeansprout.com/keppel-infrastructure-trust-3q25-dividend

JPMorgan upgrades Keppel REIT stock to Overweight on positive DPU outlook
https://www.investing.com/news/analyst-ratings/jpmorgan-upgrades-keppel-reit-stock-to-overweight-on-positive-dpu-outlook-93CH-4313092

Keppel REIT Earnings: 9M Net Property Income rises 8.6% to S$161.3M, distribution income slightly down
https://sg.finance.yahoo.com/news/keppel-reit-9mfy2025-distributable-income-165151300.html

October 27
Singapore to build 700MW data centre park on Jurong Island, pilot biomethane imports: Tan See Leng
https://www.businesstimes.com.sg/esg/singapore-build-700mw-data-centre-park-jurong-island-pilot-biomethane-imports-tan-see-leng?ref=article-see-also

October 24
Nokia CEO Justin Hotrad says AI is fuelling a long-term growth wave akin to the 1990s internet boom, but plays down bubble fears, as soaring data centre demand powers strong results
https://businesschief.com/news/why-nokia-ceo-thinks-ai-is-like-the-internet-boom-of-the-90s

Keppel DC Reit' s 9-month distributable income rises 55.5%
https://www.businesstimes.com.sg/companies-markets/keppel-dc-reits-9-month-distributable-income-rises-55-5

October 23
Acure Asset Management acquired Riverfront office building at Milton in Brisbane inner-west from Keppel Ltd. for AUD 80 million
https://www.businessnewsaustralia.com/articles/acure-asset-management-buys-milton-office-building-for-80m.html

October 22
STI could reach 10,000 by 2040: DBS report. Which companies will do the heavy lifting? Keppel among 10 blue chips named.
https://www.businesstimes.com.sg/companies-markets/sti-could-reach-10000-2040-singdollar-could-also-hit-parity-greenback-dbs-rep
https://www.reuters.com/world/asia-pacific/dbs-expects-singapore-gdp-double-by-2040-singapore-dollar-parity-with-greenback-2025-10-22/ort?ref=article-bottom-most-popular

October 21
Singapore' s Keppel takes full control of Cleantech Solar after buying Shell&rsquo s 49% stake for $200 million.
https://www.livemint.com/companies/news/singapore-keppel-shell-cleantech-solar-stake-sale-india-11760712505008.html

October 20
Keppel' s CEO, Loh Chin Hua, commented that winning the Impact Enterprise of the Year award at the 2025 Sustainability Impact Awards was an " affirmation of Keppel' s commitment to create solutions for a sustainable future" .
https://www.youtube.com/watch?v=I8DXyA98frI

October 17
Dilhan: Temasek' s path forward in a fragmented world
https://www.temasek.com.sg/en/news-and-resources/stories/future/temasek-path-forward-in-a-fragmented-world

October 16
Keppel revives S$433.6 million Saigon Centre Phase 3 after decades-long setback
https://www.businesstimes.com.sg/international/asean/keppel-revives-s433-6-million-saigon-centre-phase-3-after-decades-long-setback

October 15
Keppel DC REIT' s Preferential Offering oversubscribed, raising S$404.5 Million
https://www.tipranks.com/news/company-announcements/keppel-dc-reits-preferential-offering-oversubscribed-raising-s404-5-million#google_vignette

Keppel, MET Group JV starts up 10-MWp agri-PV plant in Italy
https://group.met.com/en/media/press-releases/met-group-completes-agri-pv-park-in-italy/
https://renewablesnow.com/news/keppel-met-group-jv-starts-up-10-mwp-agri-pv-plant-in-italy-1283285/

October 9
Sembcorp Industries (SGX: U96), Keppel Ltd (SGX: BN4), and ST Engineering (SGX: S63): three companies that could shine as Singapore moves towards a cleaner and more sustainable future.
https://sg.finance.yahoo.com/news/3-stocks-could-shine-singapore-093000481.html

Keppel wins top award at Singapore Apex Corporate Sustainability Awards 2025
https://www.keppel.com/media/keppel-wins-top-award-at-singapore-apex-corporate-sustainability-awards-2025/

JP Morgan initiates new Keppel with $12.50 target here' s why
https://www.theedgesingapore.com/capital/brokers-calls/jp-morgan-initiates-new-keppel-1250-target-heres-why
https://www.tipranks.com/news/blurbs/j-p-morgan-initiates-a-buy-rating-on-keppel-corporation-limited-bn4-blurbs

October 8
Singapore' s Keppel REIT eyeing 75% of Sydney' s Top Ryde City Shopping Centre
https://www.reuters.com/world/asia-pacific/singapores-keppel-reit-eyeing-75-sydneys-top-ryde-city-shopping-centre-2025-10-08/

October 6
Japan' s Sumitomo wins Singapore grant to develop ammonia as marine fuel
https://www.reuters.com/sustainability/climate-energy/japans-sumitomo-wins-singapore-grant-develop-ammonia-marine-fuel-2025-10-06/

Keppel donates $100,000 to Digital for Life Fund to promote digital literacy and wellness
https://sg.finance.yahoo.com/news/keppel-donates-100-000-digital-160714915.html

Citaglobal signs joint development agreement with Keppel  to collaborate on bio-CNG projects In Malaysia
https://www.insage.com.my/BursaNews/Attachment/202510/20251006/CITAGLB-AN20251006A2-1.pdf

October 3
Bifrost subsea cable now ready for service.
US-Singapore cable to start carrying traffic in coming weeks
https://www.datacenterdynamics.com/en/news/bifrost-subsea-cable-now-ready-for-service/#:~:text=US%2DSingapore%20cable%20to%20start,be%20operational%20by%20Q2%202024.

Lighting up Keppel' s Bifrost subsea cable may bring ' positive share price reaction' : CGS International
https://www.theedgesingapore.com/capital/brokers-calls/lighting-keppels-bifrost-subsea-cable-may-bring-positive-share-price-reaction
https://rfs.cgsi.com/api/download?file=92bc78ed-f1fa-4814-860a-da77486a1895

Keppel-led consortium appointed for next phase of ammonia power and bunkering project on Jurong Island. The project is part of Singapore&rsquo s National Hydrogen Strategy, which was launched in 2022
https://sg.finance.yahoo.com/news/keppel-led-consortium-undertakes-next-013726505.html

Keppel, Dell partner to build AI platforms, data centres in Asia.                                                          https://sbr.com.sg/news/keppel-dell-partner-build-ai-platforms-data-centres-in-asia#:~:text=The%20facilities%20will%20feature%20green,consulting%20to%20support%20the%20initiative.

October 2
The 10 best-performing stocks on Singapore&rsquo s STI for Q3 (including Yangzijiang, Keppel and Seatrium)
https://www.businesstimes.com.sg/companies-markets/10-best-performing-stocks-singapores-sti-

Keppel NEXT, Keppel&rsquo s flagship innovation forum, brought together Limited Partners, thought leaders and innovators to explore the technologies shaping tomorrow.
https://www.instagram.com/reel/DPXRm4dEfxG/

October 1
Keppel' s sustainability performance recognised in 2025 GRESB Assessment
https://www.keppel.com/media/keppels-sustainability-performance-recognised-in-2025-gresb-assessment/

Key Singapore companies (including Keppel) benefiting from the AI and data centre surge
https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16362-key-singapore-companies-benefiting-from-the-ai-and-data-centre-surge?highlight=WyJrZXBwZWwiXQ==

October, 1 Year Ago
If you have not watched this Movie, I suggest you watch it now. It may be one year ago but the insights provided by Loh is very relevant why Keppy is so bloody strong till now, and why from the very onset, I kept defining that this is THE current black market&rsquo s favourite with &ldquo no sell&rdquo button.
​ https://www.bloomberg.com/news/videos/2024-10-29/keppel-china-s-property-challenges-quite-significant-video

 

I am also waiting for Sembcorp. Need to be patient for this one.

seanpent      ( Date: 31-Oct-2025 09:07) Posted: Sembcorp going 7 seanpent      ( Date: 31-Oct-2025 09:04) Posted: Keppel power ! Sembcorp & Seatrium to be next :)

 

Sembcorp going 7

seanpent      ( Date: 31-Oct-2025 09:04) Posted: Keppel power ! Sembcorp & Seatrium to be next :)

 

Keppel power !

Sembcorp & Seatrium to be next :)

 

Surprised no body bother about these positive brews......nobody posted these? Not good enough?

SEATRIUM

Seatrium and Maersk Offshore Wind Head to Arbitration Over $475 Million WTIV Contract Termination
https://breakbulk.news/seatrium-and-maersk-offshore-wind-head-to-arbitration-over-475-million-wtiv-contract-termination/
https://www.upstreamonline.com/finance/seatrium-and-maersk-s-475-million-contract-dispute-heads-to-arbitration/2-1-1889338

SEMBCORP

Sembcorp Is Said to Be in Talks to Buy Stake in B.Grimm Gas Assets
https://www.bloomberg.com/news/articles/2025-10-22/sembcorp-is-said-to-be-in-talks-to-buy-stake-in-b-grimm-gas-assets

Singapore will share classified information on cyber attackers with Critical Information Infrastructure owners like water and electricity suppliers
https://www.channelnewsasia.com/listen/cna938-rewind/why-singapore-sharing-classified-cyber-intel-critical-sectors-541517

Sembcorp gains conditional approval for 1 GW of imports from Malaysia
https://renewablesnow.com/news/sembcorp-gains-conditional-approval-for-1-gw-of-imports-from-malaysia-1283451/
https://www.energyglobal.com/other-renewables/20102025/sembcorp-awarded-conditional-approval-to-import-renewable-energy/

Malaysia, Singapore advance cross-border electricity trade
https://www.nst.com.my/business/economy/2025/10/1296725/malaysia-singapore-advance-cross-border-electricity-trad

TNB advances Asean power grid with cross-border renewable energy interconnections
https://www.klsescreener.com/v2/news/view/1605121/tnb-advances-asean-power-grid-with-cross-border-renewable-energy-interconnections

KEPPEL

Singapore&rsquo s Keppel takes full control of Cleantech Solar after buying Shell&rsquo s 49% stake for $200 million
https://www.livemint.com/companies/news/singapore-keppel-shell-cleantech-solar-stake-sale-india-11760712505008.html

Keppel, MET Group JV starts up 10-MWp agri-PV plant in Italy
https://renewablesnow.com/news/keppel-met-group-jv-starts-up-10-mwp-agri-pv-plant-in-italy-1283285/

Citaglobal Signs Joint Development Agreement With Keppel
To Collaborate On Bio-CNG Projects In Malaysia
https://www.insage.com.my/BursaNews/Attachment/202510/20251006/CITAGLB-AN20251006A2-1.pdf

POSTED from abroad Genting Dream, 

 

 

 

As speculated heavily earlier in the month, on schedule ,   Keppel price is moving aggressively towards ten, means the brewing is confirmed happening ........(remember all these in spite of market conditions)........this morning, some gangs, tried to attack it severely, but unfortunately there' s some caution because of long weekend, and Dow, but the way I see it, next week, no escape from further savage attack. .........provided no nuclear wars.........watch out also for a very very surprising results.......trust me, no bluffing or anyhow guessing one.... remember, everything I said already there ....

meanwhile, heard that Seatrium is moving towards a peaceful out of court sort of settlement......... likely getting a buyer for the cancelled WTIV, maybe the end user, who is (I heard ridiculously looking for a replacement for the cancelled vessel for its project)...........a settlement with Maersk, without a costly legal battle, is very possible if it forgo its deposit...........Seatrium think it is not a good idea to go full throttle with Maersk, who is still a very big player in the shipping industry.........so, imagine this highly possible scenario.........Seatrium gets to keep the deposit and prepayments (if any), and manages to sell the WTIV (even at cost). avoid massive legal costs, write back the $200k provisions......... wow! Seatrium is getting (or making) more monies than before the termination of the contract!..........this win and win settlement would sure to spur Seatrium forward,  better than any catalyst!............the coming results, I heard   (without making adjustments to the latestest set backs) is also nothing short of exciting ........ funny, is this why Chris seems quite relaxed........ is this all planned, I wonder.?.........

As for the Australian energy assets deals under negotiations........ the question should be asked is, " if not Sembcorp, then who? " ......The gangsters may come out with unbelievable stories but they don' t put misleading plots into stories that would make it more unbelievable.... get the English grammar part here?