
新加坡凯德周四公布,剔除待剥离非核心资产组合及已终止业务后,其前九个月净利润增长逾20%,得益于基建与互联互通业务单元表现强劲。
Singapore’s Keppel reported more than 20% growth in its nine-month net profit on Thursday, excluding the non-core portfolio for divestment and discontinued operations, helped by strong performance in its infrastructure and connectivity units.
这家资产管理公司的基建板块盈利强劲,其综合电力业务息税折旧摊销前利润(EBITDA)增长7%,受惠于凯德Sakra联合循环电厂商业投产。
The asset manager’s infrastructure segment delivered strong earnings, with its integrated power business recording 7% growth in earnings before interest, taxes, depreciation and amortization, supported by the commercial start-up of the Keppel Sakra Cogen plant.
互联互通板块(旗下拥有凯德数据中心业务)亦为盈利增长作出贡献,得益于其聚焦电力受限市场及严谨的承销纪律。
The connectivity segment, which houses Keppel‘s data center business, also contributed to earnings growth, benefiting from its focus on power-constrained markets and disciplined underwriting.
然而,若计入待剥离非核心资产组合及已终止业务,凯德前九个月整体净利润下滑40%,主要因该等非核心资产毛资产价值减少4%。
However, including its non-core portfolio for divestment and discontinued operations, Keppel‘s overall nine-month net profit fell 40%, mainly due to a 4% reduction in the gross asset value of those non-core assets.
凯德今年以来新增管理资产规模(FUM)195亿新元(约152.2亿美元),已于7月提前超越2026年底管理资产规模达1000亿新元的目标。今年以来资产变现达37亿新元,亦超越2026年目标区间。
Keppel added S$19.5 billion ($15.22 billion) of new funds under management (FUM) year to date, having already surpassed its end-2026 target of S$100 billion in FUM in July. Asset monetisation stood at S$3.7 billion year to date, also exceeding its 2026 target range.
凯德首席执行官罗振华表示:“尽管环境动荡,我们已超越全年宣布的20亿至30亿新元非核心资产变现目标。这将释放资本以支持增长、降低债务并回报股东。”
“Despite the volatile environment, we have exceeded our target of $2-3 billion in non-core asset monetisation announced for the year. This would unlock capital to fund growth, reduce debt and reward shareholders,” said Keppel Chief Executive Loh Chin Hua.
公司股价盘中最高上涨2.4%,录得一个月来最佳单日表现,而大盘基准指数上涨0.5%。
Shares of the company rose as much as 2.4%, marking their best session in a month, while the broader benchmark was up 0.5%.