Keppel Offshore & Marine (Keppel O&M)

Contracts

Keppel O&M signs agreements worth $135 mil for utilisation of two jackup rigs

The outlook for the jackup market is “optimistic”, says Keppel O&M, referencing a report by Clarksons Research.

Contracts

Keppel O&M awarded FPSO integration contracts worth $250 mil

Delivery for both contracts is slated to take place within the 2HFY2024.

Broker's Calls

'Buy' Keppel, 'sell' SembMarine as Bayberry nears fruition: analysts

Keppel Corporation has been an outperformer so far this year, says OCBC Investment Research.
'Add' Keppel, the accretive winner in O&M, Sembmarine merger: CGS-CIMB - THE EDGE SINGAPORE

Broker's Calls

'Add' Keppel, the accretive winner in O&M, SembMarine merger: CGS-CIMB

CGS-CIMB is recommending investors “add” Keppel Corp, with a TP of $7.20, and “hold” SembMarine, with a TP of 9 cents.
Keppel Corp signs definitive agreements with SembMarine for proposed merger with Keppel O&M - THE EDGE SINGAPORE

M&A

Keppel Corp signs definitive agreements with SembMarine for proposed merger with Keppel O&M

The proposed transactions under the terms of the agreements will allow Keppel to realise some $9.42 billion in value.
Keppel Corp and SembMarine to work towards 'definitive agreement' by April 30 - THE EDGE SINGAPORE

Offshore & Marine

Keppel Corp and SembMarine to work towards 'definitive agreement' by April 30

The update comes after analysts indicated that both parties will announce a definitive agreement at the end of March.

Corruption probe

CPIB gives Keppel O&M 6-month extension to pay US$52.7 million under terms of conditional warning

The funds will be payable on June 22 2022, instead Dec 22.

M&A

Keppel divests entire interest in Keppel Smit Towage and Maju Maritime for $133 mil

Keppel expects to recognise a divestment gain of approximately $72 mil from the divestments.
Analysts cheer merger between Keppel and SembMarine with TP estimate on Keppel of at least $6.20 - THE EDGE SINGAPORE

Broker's Calls

Analysts cheer merger between Keppel and SembMarine with TP estimate on Keppel of at least $6.20

Analysts from DBS and UOB Kay Hian have kept "buy" on Keppel Corp while OCBC has upgraded Keppel Corp to "buy" from "hold".
Keppel O&M could turn profitable in 2H22 from 'big win' from Petrobras: CGS-CIMB - THE EDGE SINGAPORE

Broker's Calls

Keppel O&M could turn profitable in 2H22 from 'big win' from Petrobras: CGS-CIMB

The contract, which is the single biggest one secured since 2012, has brought the total number of new orders to $3.8 billion y-t-d
×