Keppel (KEP SP): Keppel O&M/Sembcorp Marine Transaction Moves Towards Completion
The divestment of Keppel O&M will further move Keppel towards a more asset-light and recurring earnings model, providing a helpful tailwind to hit...
494 Views
Keppel (KEP SP) Vote on Keppel O&M and Sembcorp Marine Transaction on 8 Dec
The transaction is a win-win for both sets of shareholders. The vote requires majority shareholder approval. Our Keppel SoTP valuation is S$8.30...
888 Views
Keppel: Keppel O&M and Sembcorp Marine’s Revised Terms
Revised terms are an acceptable compromise for KEP shareholders - lower the overall value but result in a shorter deal completion, higher EPS...
323 Views
Keppel: A Massive Winner from Keppel O&M and Sembcorp Marine’s Combination
The agreed equity value exchange ratio between Keppel O&M and Sembcorp Marine is 56%:44%. The transaction is a big win for Keppel shareholders as...
522 Views
Trade Ideas SG EU/US Focus REITs - The Orphaned Lot Is Starting to Look Interesting
In my previous insights on Singapore REITs I have spoken about a number of different sectors, however, I haven't spoken about the overseas focussed...
536 Views