Keppel Corp or Keppel REIT: What's Your Pick?
As a global asset manager and operator spanning three key business segments — Infrastructure, Urban Development, and Connectivity — $Keppel(BN4.SI)$ is set to announce its earnings tomorrow. Keppel has established a value recycling model through a pipeline of “developing/acquiring assets → injecting into its REITs → recycling capital.”.
Are you bullish on Keppel’s long-term strategic upside in green energy, data centers, and asset management?
Or do you prefer the steady dividends and defensive profile of its REIT arms?