bullish
Keppel: A Growing Asset Manager on a Transformational Path
418 Views24 Feb 2025 16:57
Keppel is transforming from an asset heavy conglomerate to an asset light asset manager. Keppel has strong presence in infra, real estate and DC. We like its focus on total shareholders returns.
What is covered in the Full Insight:
- Introduction
- Transformation to Asset-Light Model
- Position in Global Mega Trends
- Focus on Shareholder Returns
- Risks and Valuation
SUMMARY
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Full Insight
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