Keppel

 Citing better portfolio mix, OCBC Investment Research raises fair value for Keppel DC REIT - THE EDGE SINGAPORE

Broker's Calls

Citing better portfolio mix, OCBC Investment Research raises fair value for Keppel DC REIT

A third data centre, dubbed KDC SGP 9, is slated for development on the same site as the other two data centres
The asset light model is not a panacea  - THE EDGE SINGAPORE

Property

The asset-light model is not a panacea

Companies going asset light are facing challenges, but there are downsides in remaining asset heavy
Do developers need to be like CapitaLand?  - THE EDGE SINGAPORE

Property

Do developers need to be like CapitaLand?

CLI has lost value this year despite acquiring two fund management platforms, are investors looking for asset right rather than asset light as HKL attempts to restructure?

Offshore & Marine

Electric blue runs in Seatrium's veins

'Seatrium is at the start of its growth,' says CEO Chris Ong
Seatrium catches a new wave - THE EDGE SINGAPORE

Offshore & Marine

Seatrium catches a new wave

Seatrium CEO Chris Ong says one big element of his scorecard is shareholders' total returns

Artificial Intelligence

Keppel and AWS collaborate on connectivity

Keppel and AWS sign agreement to collaborate on data centres, subsea cables and renewable energy, regionally and globally.
Keppel to take over 'driver's seat' over legacy rigs amid projected shortage - THE EDGE SINGAPORE

Offshore & Marine

Keppel to take over 'driver's seat' over legacy rigs amid projected shortage

Keppel aims to be back in the "driver's seat" over at a special entity set up to house 13 oil rigs following the merger of its offshore and marine unit with then-rival Sembcorp Marine.
The Hour Glass stays sector top as it finds 'new equilibrium' - THE EDGE SINGAPORE

Billion Dollar Club 2024

The Hour Glass stays sector top as it finds 'new equilibrium'

Overcoming the challenges of the pandemic was its “greatest achievement” and a “defining moment” for The Hour Glass

Broker's Calls

Macquarie upgrades StarHub ahead of possible acquisition of M1 by June

Even without a deal with Keppel over M1, StarHub's downside is 'protected' by its dividend yield of 6%

Environmental, Social and Governance

Keppel, ADB, EnterpriseSG ink MOU to explore US$800 mil of energy transition, environmental projects in APAC

The three parties are targeting a total project value in excess of US$800 million over the period of 2025 to 2030.
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