Latest news with #InvestorDay2025
Yahoo
6 days ago
- Business
- Yahoo
Keppel's Investor Day 2025: 5 Things Investors Should Note
When it comes to the communication of long-term strategy and plans, nothing beats a company hosting an Investor Day session. Several blue-chip stocks, including Singapore Technologies Engineering (SGX: S63) and CapitaLand Investment Limited (SGX: 9CI), have hosted Investor Day sessions which you can read about here and here, respectively. Next in line is Keppel Ltd (SGX: BN4), which released its Investor Day 2025 slides earlier this week. Keppel's previous Investor Day 2024 was released in August last year, and this update provides the latest financial targets for the asset manager. Here are five aspects of the group's Investor Day that investors should learn about. First off, Keppel is aiming to grow its funds under management (FUM) to S$200 billion by 2030. The group will focus on organic fundraising for its flagship funds while also expanding its European platform through its Aermont Capital acquisition. Keppel will also rely on strategic co-investments with private funds and explore mergers and acquisitions to grow its FUM. Based on a 0.5 percentage point fee to FUM ratio, this means that Keppel could potentially earn up to S$1 billion in asset management fees by 2030. Such fee income is important as it provides a stream of recurring income for the group. Recurring income has risen from just 21% of net profit back in 2021 to 72% of net profit by 2024. Asset management fees have also grown by 25% per annum from 2020 to 2024, growing from S$180 million to S$436 million. Keppel's intermediate FUM target is S$100 billion by 2026, using fundraising across its flagship funds and organic growth from investing well. To achieve the S$200 billion FUM target, Keppel needs to scale its fund investment platforms and seize opportunities in megatrends such as energy transition and digitalisation. In line with its asset-light strategy, Keppel outlined its cumulative asset monetisation objective of hitting S$10 billion to S$12 billion by 2026. S$347 million of assets were monetised for the year-to-date 2025, with another S$550 million of real estate deals in advanced negotiations. Investors should look to the group's legacy offshore and marine (O&M) assets for these divestments. A new fund, Keppel Offshore Infrastructure Fund, was established with a target size of S$4.5 billion. The initial focus of this fund will be to build steady cash flows from bareboat charters. When market conditions improve, Keppel will then sell away individual rigs or portfolios through securitisation, public listing, or a trade sale. Moving on to Keppel's Infrastructure division, the division targets to double the capacity of its integrated power business to 3 GW by 2030. There are also more than S$11 billion of project pipelines that the group is pursuing in areas such as operations and maintenance for waste-to-energy plants. The idea is to increase the flow of recurring income, as 66% of the division's power capacity is already contracted for three years or more. Infrastructure is Keppel's largest earnings contributor, with its profit growing nearly fivefold since 2021 to S$673 million in 2024. Keppel is also looking at decarbonisation and sustainability solutions as another growth engine. Keppel's SUR division will hinge on global trends to accelerate its growth. These include an ageing population, the shift to co-living spaces, rising construction costs, and the emergence of AI. A total of five SUR projects with a combined value of S$1.7 billion have been implemented. In addition, the division also acquired Watermark Retirement Communities in the US and is growing its presence in China. Future fund products may include retail, senior living, or new vehicles; legacy assets will undergo either monetisation or optimisation. The final area that Keppel plans to grow is its data centre portfolio. Global demand for data centres could more than triple by 2030 as more cloud players run large language models for generative AI. Keppel's Connectivity division partnered with Amazon Web Services, run by Amazon (NASDAQ: AMZN), to support the latter's global data centre infrastructure expansion. Accelerated computing and generative AI represent trillion-dollar opportunities that Keppel can leverage to grow its data centre portfolio to cater to these demands. In particular, the Asia-Pacific region should see a 19% per annum growth in data centre supply from 2023 to 2028, showcasing the investment attractiveness of this sector. Keppel plans to deepen its foothold in existing markets, expand into new markets, and pursue merger and acquisition opportunities. In the near term, the group plans to grow its data centre gross power capacity from 650 MW at the end of 2024 to 1.2 GW. Its data centre FUM is targeted to grow from S$10 billion to S$19 billion over the same period, and the division is pursuing a substantial deal pipeline of S$15 billion. Keppel has put forward a grand vision of what it plans to achieve by 2030. Each division has set bold objectives that it will work towards by looking for suitable catalysts and leveraging organic and acquisitive growth. Investors should keep a close eye on Keppel's progress as it executes these initiatives. Over time, they could be rewarded with a higher share price and more dividends should these efforts translate into higher profits and free cash flow. Big Tech is spending hundreds of billions on AI, and the ripple effects are just beginning. Our new investor guide shows how AI is changing the way companies generate revenue, structure their business models, and gain an edge. Even if you already know the major players, this report reveals something far MORE important: The why and how behind their moves, and what it means for your portfolio. Download your free report now. Follow us on Facebook and Telegram for the latest investing news and analyses! Disclosure: Royston Yang does not own shares in any of the companies mentioned. The post Keppel's Investor Day 2025: 5 Things Investors Should Note appeared first on The Smart Investor.
Yahoo
21-05-2025
- Business
- Yahoo
Norsk Hydro: Save the date – Investor Day to be held in London on November 27, 2025
Save the date for Hydro's Investor Day 2025. The event will take place in London on November 27, 2025, from 09:00 to 14:00 GMT, with the opportunity for both in person and virtual attendance. The event will consist of presentations held by Hydro's CEO and CFO on strategic priorities and financial targets, with a Q&A and roundtable sessions. Further details and a formal invitation with registration will be distributed later. Best regards,for Norsk Hydro ASA Martine Rambøl HagenVP Investor Relations+47 Sign in to access your portfolio
Hamilton Spectator
08-05-2025
- Business
- Hamilton Spectator
Follow Live: CNH Investor Day 2025
Follow Live: CNH Investor Day 2025 Basildon, May 8, 2025 CNH (NYSE: CNH) will host its Investor Day 2025 live today from the New York Stock Exchange. Event presentations will commence at 9:00 am ET and proceed as follows: Today's presentation will be available from 8:00 am ET here: . A recording of the webcast will also be available at the same link within a few hours of the event's conclusion. CNH Industrial (NYSE: CNH) is a world-class equipment, technology and services company. Driven by its purpose of Breaking New Ground, which centers on Innovation, Sustainability and Productivity, the Company provides the strategic direction, R&D capabilities, and investments that enable the success of its global and regional Brands. Globally, Case IH and New Holland supply 360° agriculture applications from machines to implements and the digital technologies that enhance them; and CASE and New Holland Construction Equipment deliver a full lineup of construction products that make the industry more productive. The Company's regionally focused Brands include: STEYR, for agricultural tractors; Raven, a leader in digital agriculture, precision technology and the development of autonomous systems; Hemisphere, a leading designer and manufacturer of high-precision satellite-based positioning, and heading technologies; Flexi-Coil, specializing in tillage and seeding systems; Miller, manufacturing application equipment; and Eurocomach, producing a wide range of mini and midi excavators for the construction sector, including electric solutions. Across a history spanning over two centuries, CNH has always been a pioneer in its sectors and continues to passionately innovate and drive customer efficiency and success. As a truly global company, CNH's 35,000+ employees form part of a diverse and inclusive workplace, focused on empowering customers to grow, and build, a better world. For more information and the latest financial and sustainability reports visit: For news from CNH and its Brands visit: Contacts: Media Relations Email: mediarelations@ Investor Relations Email: Attachments
Yahoo
08-05-2025
- Business
- Yahoo
Follow Live: CNH Investor Day 2025
CNH_Investor_Day_2025 Follow Live: CNH Investor Day 2025 New Strategic Business Plan set to enhance product leadership and expand margins Live presentations from the NYSE start today at 9:00 am ET Register to follow the full event live here Basildon, May 8, 2025 CNH (NYSE: CNH) will host its Investor Day 2025 live today from the New York Stock Exchange. Event presentations will commence at 9:00 am ET and proceed as follows: Opening Remarks Suzanne Heywood, Chair CNH Overview Gerrit Marx, Chief Executive Officer Agriculture Products Scott Harris, President, North America Precision Technology Jay Schroeder, Chief Technology Officer Go-to-Market Stefano Pampalone, Agriculture Chief Commercial Officer Quality Chun Woytera, Chief Quality & Customer Advocacy Officer Construction Humayun Chishti, President, Construction Financial Jim Nickolas, Chief Financial Officer Closing Remarks with Q&A Gerrit Marx, Chief Executive Officer Today's presentation will be available from 8:00 am ET here: A recording of the webcast will also be available at the same link within a few hours of the event's conclusion. CNH Industrial (NYSE: CNH) is a world-class equipment, technology and services company. Driven by its purpose of Breaking New Ground, which centers on Innovation, Sustainability and Productivity, the Company provides the strategic direction, R&D capabilities, and investments that enable the success of its global and regional Brands. Globally, Case IH and New Holland supply 360° agriculture applications from machines to implements and the digital technologies that enhance them; and CASE and New Holland Construction Equipment deliver a full lineup of construction products that make the industry more productive. The Company's regionally focused Brands include: STEYR, for agricultural tractors; Raven, a leader in digital agriculture, precision technology and the development of autonomous systems; Hemisphere, a leading designer and manufacturer of high-precision satellite-based positioning, and heading technologies; Flexi-Coil, specializing in tillage and seeding systems; Miller, manufacturing application equipment; and Eurocomach, producing a wide range of mini and midi excavators for the construction sector, including electric solutions. Across a history spanning over two centuries, CNH has always been a pioneer in its sectors and continues to passionately innovate and drive customer efficiency and success. As a truly global company, CNH's 35,000+ employees form part of a diverse and inclusive workplace, focused on empowering customers to grow, and build, a better world. For more information and the latest financial and sustainability reports visit: For news from CNH and its Brands visit: Contacts: Media Relations Email: mediarelations@ Investor RelationsEmail: Attachments 20250508_PR_CNH_Investor_Day_Agenda CNH_Investor_Day_2025Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-04-2025
- Business
- Yahoo
Great-West Lifeco Hosts 2025 Investor Day, Demonstrating how the Company is Driving Growth and Delivering Lasting Value
TSX:GWO Updates Medium-Term Financial Objectives; increasing Base Return on Equity Objective to 19%+ WINNIPEG, MB, April 2, 2025 /CNW/ - Great-West Lifeco Inc. (TSX: GWO) (Lifeco or the Company) will host an Investor Day in Toronto, Ontario today with the theme Driving Growth, Delivering Lasting Value. The event will include a strategic overview of Lifeco's portfolio of businesses and a focused update on each of the Company's business segments. The presentations will highlight how the Company is building and extending its market-leading franchises, delivering lasting value creation for shareholders, and continuing its shift to a more capital efficient mix of businesses. As part of today's event, the Company is updating its medium-term financial objectives, including increasing its Base Return on Equity1 objective to 19%+, up from 16-17%, introducing a new objective for Base Capital Generation2 of 80%+, and reaffirming its confidence in Base EPS growth1 objective of 8-10% and Base Dividend Payout Ratio1 objective of 45-55%. "At Great-West Lifeco, we're driving growth and delivering lasting value for our shareholders. We're doing this with leadership positions in each of our businesses, focused strategies to deliver for our customers, and supported by strong cash and capital generation," said Paul Mahon, President and Chief Executive Officer, Great-West Lifeco. "Today's update demonstrates our confidence in the future of our business, which is why we've updated our medium-term financial objectives, including increasing our objective for Base Return on Equity." Webcast The webcast will begin at 8:30 a.m. and conclude at 12:20 p.m. ET. To register for and attend the live webcast, and to view the Investor Day materials, visit Great-West Lifeco's Investor Day 2025 event page. ________________________________________________________________1 Represents a non-GAAP ratio calculated using base earnings, a non-GAAP financial measure. Additional information regarding these measures/ratios is incorporated by reference and can be found in the "Non-GAAP Financial Measures and Ratios" section of Lifeco's 2024 Annual Management's Discussion and Analysis (MD&A), available at and in the Supplemental Information Package template on Lifeco's website (per Lifeco's news release dated March 17, 2025). 2 Base capital generation is a non-GAAP ratio that provides a view of capital generated or consumed by the business above our internal operating target level. Base capital generation is calculated as follows: base earnings, plus organic CSM movement, plus the change in surplus allowance and required capital related to new business and the run-off of in-force business. Organic CSM movement refers to CSM (excluding participating products), plus impact of new insurance business, plus expected movements from asset returns and locked-in rates, plus CSM recognized for services provided, plus insurance experience gains and losses. Change in surplus allowance and required capital related to new business and the run-off of in-force business excludes participating business and the same items excluded from net earnings. Refer to "Non-GAAP Financial Measures and Ratios" in Lifeco's 2024 Annual MD&A for a description of items excluded from net earnings to calculate base earnings. About Great-West Lifeco Inc. Great-West Lifeco is a financial services holding company focused on building stronger, more inclusive and financially secure futures. We operate in Canada, the United States and Europe under the brands Canada Life, Empower and Irish Life. Together we provide wealth, retirement, workplace benefits and insurance and risk solutions to our over 40 million customer relationships. As of December 31, 2024, Great-West Lifeco's total client assets exceeded $3 trillion. Great-West Lifeco trades on the Toronto Stock Exchange (TSX) under the ticker symbol GWO and is a member of the Power Corporation group of companies. To learn more, visit SOURCE Great-West Lifeco Inc. View original content to download multimedia: Sign in to access your portfolio
