Keppel Archives - The InvestQuest

IQ Weekly Takeaways for 24 August 2020

August 23, 2020

The big picture of Growth vs Value, why QE may not result in lower yields and higher stock prices, and Tesla’s fivefold market cap change since start of year caught our attention this week.

Temasek WILL NOT proceed with Partial Offer for Keppel Corp Shares

August 10, 2020

Temasek will NOT be proceeding with the partial offer for Keppel Corp shares. This results in a change to our investment thesis, as we no longer see a near-term bullish catalyst.

IQ Weekly Takeaways for 9 August 2020

August 8, 2020

Trump’s ban on TikTok and WeChat, disagreements on the next round of US fiscal stimulus and SEA Ltd’s 880% stock rally caught our attention this week.

Temasek & Keppel – What’s the Deal?

August 6, 2020

We think Temasek will likely revise the partial offer price downwards, as opposed to walking away from the deal. With a potential revised offer price of S$6.90, Keppel looks cheap to us!

Temasek-linked SGD bonds: Which provides the best risk return?

May 15, 2020

The best corporate parent in town!

Children: Keppel Corp, Sembcorp, Capitaland, Mapletree, Singtel, SIA, DBS

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