Keppel Ltd. · SGX:BN4
Keppel — Keppel Capital — Investor Presentation (May 2021)
16 slides from Keppel's investor presentation, May 11, 2021
Slide 1: Keppel Capital Virtual Corporate Day
Keppel Capital Virtual Corporate Day 11 May 2021
Slide 2: Navigating the Post-COVID World
Navigating the Post-COVID World 2
Slide 3: Focus on Fundamentals: Macro Trends do not Disappear with COVID-19
Focus on Fundamentals: Macro Trends do not Disappear with COVID-19 Trend #1: Urbanisation Trend #2: Growing Middle Class Trend #3: Connected cities ▪ Asia to drive global urbanisation ▪ Increased demand for goods ▪ Asia’s cities will be more connected as more move into cities and services ▪ Increase
Slide 4: Post-COVID: What has Changed?
Post-COVID: What has Changed? 4
Slide 5: COVID-19 Accelerated Digital Transformation Plans
COVID-19 Accelerated Digital Transformation Plans Cloud spending keeps growing Hyperscalers ramping up capex ▪ COVID-19 spurred the digital transformation of many ▪ Global hyperscalers continue to increase capex to corporates and governments meet growing demand ▪ End-user spending on public cloud se
Slide 6: New Opportunities from 5G and Edge Computing
New Opportunities from 5G and Edge Computing 5G spawns new opportunities Edge expands with more uses ▪ 5G adoption spurs growth in new industries, ▪ 5G is an enabler for the expansion of edge computing e.g. autonomous vehicles, smart cities and telemedicine ▪ Growing number of connected devices, dri
Slide 7: The Edge is Part of the Cloud Continuum
The Edge is Part of the Cloud Continuum 7
Slide 8: Sustainability at the Core of Keppel Group's Strategy
Sustainability at the Core of Keppel Group’s Strategy Sustainability as our business Focused portfolio • Seize opportunities in green developments, Guide our portfolio towards sustainable renewables, new energy and circular solutions through: economy solutions • Climate risk assessments • Internal c
Slide 9: Keppel Bay Tower
Keppel Bay Tower • Singapore’s first commercial development to be fully powered by renewable energy • First commercial development to be certified BCA Green Mark Platinum (Zero Energy) • High-tech green building: Facial recognition for Water-efficient cooling contactless entry tower water management
Slide 10: Physical Offices are still Relevant
Physical Offices are still Relevant Form and function of offices to evolve ▪ Increased focus on providing a safe work environment and physical and mental wellness of employees ▪ Smart office buildings with flexible and green designs could be more sought-after Office is not just a physical space ▪ Im
Slide 11: Closing the Gap in Social Infrastructure
Closing the Gap in Social Infrastructure Chronic underinvestment in social infrastructure Closing the gap through private investments ▪ COVID-19 highlighted the lack of adequate social ▪ Pandemic puts further stress on the healthcare capacity infrastructure to combat health threats effectively in de
Slide 12: Increased Need for Quality and Sustainable Infrastructure
Increased Need for Quality and Sustainable Infrastructure Urban cities of the future Sustainable clean water sources Smart and green offices Accelerating digital transformation Retiring gracefully Quality education facilities 12
Slide 13: Keppel Capital: 2021 & Beyond
Keppel Capital: 2021 & Beyond 13
Slide 14: Harnessing Capabilities of the Keppel Group
Harnessing Capabilities of the Keppel Group Strengths & Differentiators Focus Areas ENERGY & 1 Engineering track record URBAN DEVELOPMENT CONNECTIVITY ENVIRONMENT 2 Project management Efficiency in 3 capital allocation Keppel O&M Keppel Land Keppel Urban Keppel Data Centres M1 Keppel Infrast
Slide 15: An Integrated Fund Management Platform
An Integrated Fund Management Platform Listed REITs & Trust 1 One of the largest Pan- First pure-play data centre The largest diversified US REIT with offices US REIT with Grade A Asian commercia REITs REIT listed in Asia on the Business Trust with a and business campuses office assets in key with p
Slide 16: Thank You
Thank You DISCLAIMER: The materials herein are published solely for informational purposes and may not be published, circulated, reproduced or distributed in whole or in part to any other person without our written consent. No guarantee, representation or warranty, either expressed or implied, is pr