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Keppel Ltd. Stock Price

SGX:BN4 Community·S$18.8b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 59 Fair Values set on narratives written by author

BN4 Share Price Performance

S$0
-6.81 (-100.00%)
S$12.65
Fair Value
S$0
-6.81 (-100.00%)
Price S$0

BN4 Community Narratives

·
Fair Value S$12.65 17.6% undervalued intrinsic discount

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

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1users have commented on this narrative
37users have followed this narrative
·
Fair Value S$8.06 29.3% overvalued intrinsic discount

Asset Management Expansion And Data Center Bets Will Eventually Pressure Margins And Earnings

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1users have followed this narrative
·
Fair Value S$13.17 20.9% undervalued intrinsic discount

AI Infrastructure And Asset Monetisation Will Drive Strong Long Term Upside

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1users have followed this narrative
S$8.06
29.3% overvalued intrinsic discount
Revenue
-5.76% p.a.
Profit Margin
19.24%
Future PE
17.76x
Price in 2028
S$10
S$13.17
20.9% undervalued intrinsic discount
Revenue
7.79% p.a.
Profit Margin
15.1%
Future PE
24.75x
Price in 2028
S$16.35

Trending Discussion

Updated Narratives

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BN4: Special Dividend Returns Are Expected To Offset JPMorgan Downgrade

Fair Value: S$12.65 17.6% undervalued intrinsic discount
37 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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Asset Management Expansion And Data Center Bets Will Eventually Pressure Margins And Earnings

Fair Value: S$8.06 29.3% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BN4 logo

AI Infrastructure And Asset Monetisation Will Drive Strong Long Term Upside

Fair Value: S$13.17 20.9% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Proven track record with low risk.

3 Risks
3 Rewards

Keppel Ltd. Key Details

S$6.0b

Revenue

S$4.3b

Cost of Revenue

S$1.7b

Gross Profit

S$660.1m

Other Expenses

S$1.1b

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Jul 30, 2026
0.59
28.73%
17.69%
103.2%
View Full Analysis

About BN4

Founded
1968
Employees
4964
CEO
Loh Chin Hua
WebsiteView website
www.keppel.com

Keppel Ltd., an investment holding company, engages in the infrastructure, real estate, and connectivity businesses in Singapore, China, Hong Kong, other Far East and ASEAN countries, and internationally. The company manages private funds and listed real estate investment and business trusts in areas of infrastructure, real estate, and connectivity; provides energy and environmental solutions and services, including commercial power generation, renewables, environmental engineering and construction, and infrastructure operation and maintenance; sustainable and urban space solutions; sustainable urban renewal and senior living services; system integration solutions and services; and engages in the property development and investment, and master development activities. It also offers telecommunication services; leases, develops, operates, and manages data centres; trades and sells telecommunication and information technology equipment; and develops and operates golf club. In addition, the company engages in electricity, energy and power supply; general wholesale trading; purchase and sale of gaseous fuels; development of district heating and cooling system; environmental, technology, and engineering works and construction activities; solid waste treatment activities; design and construction of waste-to-energy and desalination plants; commercial power generation; ownership and operation of hotels; and renewable energy generation activities. The company was formerly known as Keppel Corporation and changed its name to Keppel Ltd. in January 2024. Keppel Ltd. Limited was incorporated in 1968 and is headquartered in Singapore.

Recent BN4 News & Updates

Narrative Update May 03

BN4: Special Dividend Returns Are Expected To Offset JPMorgan Downgrade

Keppel's analyst price target has been trimmed slightly from SGD 12.89 to SGD 12.65, as analysts factor in updated assumptions on the discount rate, revenue growth, profit margin and future P/E following recent research that included a downgrade by JPMorgan. Analyst Commentary Recent research, including the downgrade by JPMorgan, has led to more cautious assumptions on discount rates, revenue growth, profit margins and future P/E multiples for Keppel.
Narrative Update Apr 18

BN4: Fair Outlook Balances JPMorgan Downgrade With Special Dividend Returns

Analysts have kept Keppel's fair value unchanged at SGD 12.89, with only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions following the recent downgrade highlighted in Street research. Analyst Commentary Bullish Takeaways Bullish analysts point to the unchanged fair value of SGD 12.89 as a sign that the recent downgrade is more about adjusting risk assumptions than a fundamental shift in Keppel's long term outlook.

Recent updates

No updates