Keppel Ltd. · SGX:BN4
Keppel — Citi-SGX-REITAS REITs & Sponsors Forum 2021
10 slides from Keppel's conference presentation, Aug 25, 2021
Slide 1: Citi-SGX-REITAS REITs & Sponsors Forum
Citi-SGX-REITAS REITs & Sponsors Forum 25 August 2021
Slide 2: Seizing Opportunities Presented by Macrotrends
Seizing Opportunities Presented by Macrotrends Macrotrends Opportunities ➢ Increased economic activities ▪ Asia to drive global urbanisation will continue to drive demand for quality housing, commercial ▪ Increased demand for quality properties and infrastructure goods and services from a assets gro
Slide 3: Drive Towards Sustainable Urbanisation
Drive Towards Sustainable Urbanisation Urban Cities of the Future Sustainable Clean Water Sources Smart and Green Offices Accelerating Digital Transformation Retiring Gracefully Quality Education Facilities 3
Slide 4: Financial Twin to the Group
Financial twin providing funding and capital recycling opportunities Financial Twin to the Group to other business segments in the Focus Areas Keppel Group. ENERGY & URBAN DEVELOPMENT CONNECTIVITY ENVIRONMENT 1 Engineering track record 2 Project management Developer of large-scale, complex developme
Slide 5: Harnessing Group Synergies to Create Quality Solutions & Returns for Investors
Harnessing Group Synergies to Create Quality Solutions & Returns for Investors DEVELOPER OPERATOR MANAGER + + Proprietary Deal Flow The Asset creation Operational Track record Cost Efficiencies & Synergy Keppel Ecosystem Expertise in public & Evergreen Capital Solution private markets Leveraging Rea
Slide 6: Keppel-SPH: Drive AUM Growth & Diversification of the Asset Management Business
Keppel-SPH: Drive AUM Growth & Diversification of the Asset Management Business Enlarged asset management platform fuelled with third party funds for growth Diversification into recovery themes of +27% c.S$47b PBSA and Singapore retail 3 c.S$37b 16% 4% Tapping into senior living growth potential Alt
Slide 7: Fee-based Income Growth from Enlarged AUM
Fee-based Income Growth from Enlarged AUM Enlarged sponsor pipeline enhances growth prospects for Keppel Capital ecosystem On balance sheet Existing private fund Future managed Existing REITs platform entities PBSA securitisation PBSA Data Centre Retail Senior living 20% stake, in line with other Se
Slide 8: Sustainability at the Core of Keppel Group’s Strategy
Sustainability at the Core of Keppel Group’s Strategy Make Sustainability Our Business Focused Portfolio • Seize opportunities in green developments, Refocus portfolio towards sustainable renewables, new energy and circular urbanisation solutions through: economy solutions • Climate risk assessments
Slide 9: Keppel Capital: Our Value Propositions
Keppel Capital: Our Value Propositions Premier Asset Manager Global mindset with local execution ▪ Led by a team of industry veterans with in-depth expertise Possessing real asset development and decades of experience working in local and international markets, and global institutional investors and
Slide 10: Thank You
Thank You 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 S