Keppel

INSIDE ASEAN

Singapore developers deepen long-term bet on Vietnam

Key drivers include its young and more well-educated workforce, as well as a growing middle class

The latest contract expands access to CCS provided by Keppel to a total of 14,000 households across 12 BTO projects in Tengah, including Brickland Weave (above).

Keppel wins centralised cooling system contract for 9 BTO Tengah projects

The 20-year contract will allow 10,000 households there to engage the firm for chilled water to cool their homes

"If there is prolonged disruption to gas supply and an energy crunch, this could have significant impacts on Singapore and the region," says Keppel.

Keppel warns of ‘second-order’ shocks from prolonged Middle East conflict

Its direct exposure remains limited, but broader macroeconomic impacts would affect the global asset manager

Keppel and Simba announce an agreement to extend the long-stop date for their proposed M1 deal.
HOT STOCK

Keppel shares fall as much as 4.6% on M1-Simba deal delay

The counter drops as low as S$11.70 in early trading

To allow S-Reits to punch above their weight, ARA co-founder John Lim believes regulators need to hand them heavier gloves.

What Singapore needs is not more Reits, but bigger ones: ARA co-founder John Lim

The local market must move towards consolidation and aggressive global expansion, says the industry veteran

​Keppel CEO Loh Chin Hua says the group will "not only enable AI infrastructure, but also be an AI-enabled asset manager".

Keppel CEO Loh Chin Hua bets on AI, energy transition to drive S$200 billion ambition

The asset manager expects to cross S$100 billion in funds under management this year

For a country like Singapore, higher oil and gas prices could provide greater impetus to diversify the fuel and energy mix.
HOCK LOCK SIEW

Sembcorp, Keppel could face challenges in wake of Iran attack

Heightened short-term uncertainties could be a time to stick with higher-confidence long-term structural trends

Singapore-listed sustainability plays have underperformed the market in the immediate wake of the Feb 28 attacks in Iran.
ESG INSIGHTS

Issue 185: Sembcorp, Keppel underperform in wake of Iran attacks; Singapore makes climate adaptation plans

This week in ESG: Singapore-listed sustainability plays offer little insulation from Mideast conflict; national adaptation plan slated for 2027