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BN4: Profit Margins And Discount Rate Improvements Will Support Urban Decarbonization

Published
09 Feb 25
Updated
31 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
60.6%
7D
2.9%

Author's Valuation

S$10.612.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Fair value Increased 4.56%

Keppel's analyst price target has been revised upward from $10.15 to $10.61. This reflects analysts' increased confidence based on strengthening profit margins and a modest reduction in the discount rate, despite softer revenue growth expectations.

Shared on 17 Oct 25

Fair value Increased 2.12%

Digital Infrastructure And Decarbonization Will Transform Urban Landscapes

Analysts have raised their price target for Keppel from $9.94 to $10.15. They cite expected improvements in profit margin, even though revenue growth projections are lower and there is a slightly reduced discount rate.

Shared on 03 Oct 25

Fair value Increased 1.06%

Digital Infrastructure And Decarbonization Will Transform Urban Landscapes

Analysts have raised their price target for Keppel, updating it from $9.84 to $9.94. This reflects improved fair value estimates despite only modest adjustments to growth and profitability forecasts.

Shared on 18 Sep 25

Fair value Increased 1.32%

Digital Infrastructure And Decarbonization Will Transform Urban Landscapes

Keppel’s latest valuation update shows virtually unchanged future P/E and revenue growth forecasts, supporting a marginally higher consensus analyst price target, up from SGD9.71 to SGD9.84. What's in the News Keppel commenced a share buyback program authorized to repurchase up to 90,741,740 shares (5% of issued capital).

Shared on 04 Aug 25

Fair value Increased 14%

Digital Infrastructure And Decarbonization Will Transform Urban Landscapes

The upward revision in Keppel's price target reflects a significant improvement in net profit margin, which has outweighed a reduction in revenue growth expectations, resulting in the consensus analyst fair value increasing from SGD8.49 to SGD9.32. What's in the News Keppel commenced a share buyback program authorized by shareholders, allowing repurchase of up to 90,741,740 shares (5% of issued capital), funded by internal resources or borrowings; repurchased shares may be cancelled or held as treasury shares.

Shared on 01 May 25

Fair value Increased 1.98%

Focus On Energy Transition, Digitalization, And AI Will Open New Opportunities

Shared on 23 Apr 25

Focus On Energy Transition, Digitalization, And AI Will Open New Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.36%

Focus On Energy Transition, Digitalization, And AI Will Open New Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.48%

Focus On Energy Transition, Digitalization, And AI Will Open New Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Focus On Energy Transition, Digitalization, And AI Will Open New Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.48%

Focus On Energy Transition, Digitalization, And AI Will Open New Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Focus On Energy Transition, Digitalization, And AI Will Open New Opportunities

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 2.53%

Focus On Energy Transition, Digitalization, And AI Will Open New Opportunities

AnalystConsensusTarget has increased discount rate from 6.5% to 8.3%.