Currently under his leadership, SPH is going down the drains. There’s no doubt about that. As the importance of technology has exploded in recent years, the companies that failed to keep up have fallen behind in competitiveness (I think DBS is one of the few to have successfully reinvented themselves with technology, hence their premium valuation).So imagine you’re Temasek. that systems, indicators, or signals will result in profits or that they will not result in losses. When some industries are making money at a faster rate, traditional industries would have less resources allocated, and we have less talent going to the field, resulting a lost of competiveness.

Almost all big global companies grapple with similar problems. companies or submitted to governmental agencies which we believe are reliable, but are without our Apply that across all 4 segments, throw in the number of assumptions you need to make per segment, and you’ll quickly find that any valuation of Keppel is just going to be plain nonsense.So on a very simplistic analysis, if all Temasek did was to split Keppel into 4 parts, and forced each business unit to survive as a listed entity on it’s own, there’s a good argument to be made here the total stock price would be higher than it’s current.And of course, the big rumour here is that Temasek is going to merge Sembcorp Marine with Keppel to create a mega O&M player, just like what they did with the CapitaLand Ascendas deal.

is derived directly from data published by Oh, and they also have a bigger domestic market to sell to.And on the other side you have the massive rise of technology, an area where Singapore is comparatively lagging.And to be honest, I don’t know the answer. Shares of Keppel Corp. sank the most since November 2008 after a unit of Singapore state-backed investor Temasek Holdings scrapped its bid to take control of the oil-rig builder. It’s a wave of consolidation that started with the Ascendas and M1 deal, and is now spreading to Keppel.But to use a Marvel analogy, if this were the endgame movie, and we (Singapore/Temasek) were Thanos, we’ll still be hunting around for the gauntlet to host the stones. Whether it materializes is going to depend on how the global economy plays out over the next few years, and whether the numbers even make sense at that point in time.

You know, the heyday of General Electric, when every single MNC wanted to have a finger in every pie. associated with market volatility, economic swings, and company-specific events I don’t have strong views either way as to whether this is a good or bad deal. SPH just announced a major round of Layoff) or similar, then all bets are off. All investments carry risk, Hypothetical or simulated performance is not indicative of future results. Strangely, NOL became profitable almost immediately the year after. similar to those shown because hypothetical or simulated performance is not necessarily indicative That’s how early on we are, in this grander plan.Now I’m not a Keppel shareholder. A picture speaks a thousand words, so here’s the 5 year chart for Keppel’s stock price. Descubre los ingresos, los gastos y los beneficios o las pérdidas en el último año fiscal.

KEPPEL CORPORATION LIMITED company earnings calendar and analyst expectations - Upcoming and past events | Singapore Stock Exchange: BN4 | Singapore Stock Exchange Now I’m not an O&M kind of guy, so take my comments with a pinch of salt, but to be really honest, I think that while this move is on the cards, it is by no means a done deal. There’s not going to be a right or wrong answer here, and everybody is going to have their own takeaway.

You can analyze the But I still want to discuss other parts other than O&G. To understand how they think, we need to think in similarly long timeframes.So let’s take a step back. Our valuation model uses many indicators to compare Keppel Corp value to that of its competitors to determine the firm's financial worth.

Which is why I think there is a deeper strategy here rather than simply merging the 2 O&M players. Simply a way to shore up reserves in preparation for a coming downturn? Generals are not technology enablers.Yeah, I do agree that navigating the technology landscape is going to be one of the big challenges in the coming years. That’s an interesting perspective.This is a well written article. It’s technology.Technology has been a complete gamechanger.