Despite CMOU.SI’s recent dip, I see it as a potential bargain within the Keppel group. The weakness may be sentiment-driven, and I’m watching for signs of recovery or value re-rating as market conditions shift. If fundamentals remain stable, this pullback could present a good entry point for long-term investors.
Keppel’s strategy of divesting lower-yield assets while growing infrastructure and data segments looks sustainable. It allows for capital recycling without hurting recurring income, supporting long-term value creation. I’ll continue to hold and monitor for further upside.
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