$Keppel(BN4.SG)
Context: Keppel rose 3% today to S$11.51, with the stock continuing to hold up well after the recent pullback. I still like the combination of its strong fundamentals, asset-light transformation and growing FUM.
My trade: Added to my position just before the ex-dividend date, and the stock is now around 20% above my entry.
Takeaway: The pullback before the dividend proved a timely opportunity to add.
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