Why I Bought Keppel Corporation and Earned From It 💼✨

CocoaGinger
10-01

$Keppel(BN4.SI)$ 

1. The Appeal of a Blue-Chip Singapore Giant

When I decided to buy Keppel Corporation, I was looking for stability combined with growth. Keppel has long been considered one of Singapore’s blue-chip stocks, with a diversified business spanning infrastructure, energy, property, and asset management. Unlike pure cyclical plays, Keppel has been repositioning itself to become an asset-light, urban solutions provider, which means more consistent earnings and better adaptability in today’s market. For me, that mix of history, reputation, and forward strategy made it a compelling buy.

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2. Dividend Strength and Recurring Earnings 📈

One of the key reasons I was attracted to Keppel was its strong dividend track record. For years, Keppel has rewarded shareholders with reliable payouts, supported by recurring income from infrastructure and property investments. When I compared dividend yields across the Singapore market, Keppel stood out as a steady 4–5% yielder. That meant even if the stock price didn’t rally immediately, I would still enjoy cash flow in the form of dividends — a win-win setup.

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3. Timing the Entry: Buying at the Right Valuation 🕒

Markets often misprice companies in transition. At the time I bought, Keppel’s share price was undervalued compared to its net asset value (NAV) and forward earnings potential. Many investors were still focusing on its legacy offshore and marine segment, but I saw the opportunity in Keppel’s pivot towards renewables, infrastructure, and asset management. By buying in during this adjustment phase, I gave myself exposure to both capital appreciation and dividend stability.

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4. The Result: Earnings From Price Appreciation + Dividends 💰

After my purchase, Keppel’s share price moved upward as the market started recognising its transformation strategy and strong earnings recovery. On top of that, I collected dividends, which boosted my total returns. This dual gain — capital growth plus dividend income — is exactly what I look for as a disciplined investor. It proved to me that patience, combined with buying a fundamentally strong company at the right price, can pay off handsomely.

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✨ Final Thought:

I bought Keppel Corporation because I believed in its transformation story, trusted its dividend consistency, and entered at a fair valuation. Today, I can say that conviction has rewarded me. My experience shows that with the right research, timing, and focus on fundamentals, Singapore’s blue-chip stocks like Keppel can deliver both stability and growth for investors.

@TigerStars @MillionaireTiger @Wrtd @Daily_Discussion @MillionaireTiger @TigerEvents 

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Comments

  • Ron Anne
    10-03
    Ron Anne
    Competitors like Sembcorp are also in renewables—can Keppel stay ahead?
  • Phyllis Strachey
    10-03
    Phyllis Strachey
    NAV discount is narrowing—will it hit fair value by end-2025?
  • Jo Betsy
    10-03
    Jo Betsy
    Keppel’s 4-5% yield + asset-light pivot makes it a top SG blue-chip pick!
  • JackQuant
    10-03
    JackQuant
    Thanks for sharing your insightful views!
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