Keppel Ltd. · SGX:BN4
Keppel — Investor Day (August 2023)
19 slides from Keppel's investor day presentation, Aug 14, 2023
Slide 1: Shaping the future of real estate
INVESTOR DAY, 14 AUG 2023 Shaping the future of real estate Mr Louis Lim CEO, Real Estate Division
Slide 2: Strong track record in real estate development and management with a strong Asia focus
Strong track record in real estate development and management with a strong Asia focus 01 Asia's premier real estate player, with over 40 years Beijing Tianjin Seoul of development expertise China South USA Nanjing Tokyo Korea Japan Multiple cities Chengdu Wuxi Shanghai 02 Over 30 years in China, in
Slide 3: Leading edge real estate capabilities
Leading edge real estate capabilities Premium commercial assets in key Asian cities Award-winning residential developments Keppel South Central, Park Avenue Central, Keppel Bay, Singapore Singapore Shanghai Marina Bay Financial Centre, Saigon Centre, Waterfront Residences, Celesta Avenue, Singapore
Slide 4: Providing best-in-class, innovative urban space solutions
Providing best-in-class, innovative urban space solutions Established development New living, working and Digital operation platforms capabilities retailing solutions Building on long track record of property Sharpening operating capabilities Leveraging technology to development through asset light
Slide 5: Embracing new business models and solutions with a focus on recurring income
Embracing new business models and solutions with a focus on recurring income Sustainable Urban Renewal Senior Living Urban Solutions Immediate flagship Nearshore Solutions Retail Urban Living Differentiating ourselves through 4 enablers … 01 02 03 04 Sustainability Digitalisation Customer Centricity
Slide 6: Sustainable Urban Renewal (SUR)
Sustainable Urban Renewal (SUR) 6
Slide 7: Large addressable market of existing buildings to decarbonise
Large addressable market of existing buildings to decarbonise Existing operating buildings have a significant carbon footprint; can be reduced through retrofitting 1 2 Buildings are estimated to account for an average of The bulk of a building’s carbon emissions 52% of carbon emissions in select Asi
Slide 8: Opportunities to reposition corporate real estate to cater to evolving user preferences
Opportunities to reposition corporate real estate to cater to evolving user preferences Structural shifts in what tenants demand of their building … 01 02 03 Attracting & Meeting the needs Sustainability retaining talents of Future of Work Greater commitment Greater requirements on Amenities caterin
Slide 9: Captured through Keppel's suite of solutions
Captured through Keppel’s suite of solutions Combined effect is a productive office environment that companies are willing to pay for, managed judiciously to enhance profitability for our investors Asset Enhancement Asset Operations Asset Management with focus on sustainability & desirability operat
Slide 10: Brought to life through our upcoming assets
Brought to life through our upcoming assets Keppel South Central: a next generation, super-low energy smart commercial building with round- the-clock facilities, enabling talents of tomorrow to work anywhere, anytime, in the way they want SUR solutions applied Energy & Water High-efficiency cooling
Slide 11: Differentiated capabilities broaden moat
Differentiated capabilities broaden moat Only operator1 that brings people, technology and processes together to drive both NOI and sustainability branding uplifts People Technology • Deep domain knowledge • Continual sourcing and testing • Human experience • AI and data driven • Quantifiable result
Slide 12: SUR assets deliver significant uplift in financial performance
SUR assets deliver significant uplift in financial performance Keppel Bay Tower (Singapore) delivered 31% NOI growth Short time to stabilisation for The Kube (Shanghai) Vs. comparable buildings in Alexandra precinct Keppel Bay Tower The Kube5 $M 2018 2019 2020 2021 2022 $M 2019 2020 2021 2022 AEI ca
Slide 13: Continual deployment & sharpening of differentiator
Continual deployment & sharpening of differentiator Implementing SUR in Keppel’s assets under management SUR applied on assets1 with combined value of $7.3b This includes: Samhwan Kohinoor Keppel South Central Park Avenue Central Seoul, Korea Pune, India Singapore Shanghai, China Strong pipeline und
Slide 14: Senior Living
Keppel (hurry elites) Senior Living 14
Slide 15: Global growth supported by strong market drivers with a compelling story in Asia Pacific
Global growth …with a compelling story in Asia Pacific supported by strong market drivers… US & EU Asia Pacific Ageing population Mature markets with many Japan, South Korea and Australia: • players, market dominance by well established players with quality products several operators, both publicly
Slide 16: Capturing opportunities in developed and emerging markets
Capturing opportunities in developed and emerging markets Developed markets Emerging Asia • Great potential for scale with strong M&A liquidity • Nascent market with different cultures, but trend of rising and available portfolios ageing population and growing affluence • Anticipated undersupply of
Slide 17: Building integrated suite of senior living solutions in China as first entry to Asia
Building integrated suite of senior living solutions in China as first entry to Asia Flagship high-end assisted living facility in Nanjing Making inroads in China and asserting legitimacy • Opening flagship assisted living facility in Nanjing in 4Q23 • Onboarding operational competency, with experie
Slide 18: We are shaping the future of real estate
We are shaping the future of real estate, creating smarter and more customer-centric solutions through our offerings in sustainable urban renewal and senior living. 18
Slide 19: Disclaimer
Disclaimer NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, IN, INTO OR FROM ANY JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF THAT JURISDICTION. THIS PRESENTATION SHALL NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO SELL, SUBSCR