扎根、敏锐、敏捷：吉宝Keppel首席执行官的扭局之道

Core Insights - Keppel Corporation has transformed from a diversified industrial group into a global asset management company under the leadership of CEO Loh Chin Hua, focusing on sustainable urbanization and digitalization [1][2][4] Group Restructuring - The company faced pressure from market expectations for higher returns and stable recurring income, leading to a strategic review that resulted in the decision to pivot towards asset management [2][4] - The divestment of its core offshore and marine (O&M) business was a critical turning point, allowing Keppel to focus on more profitable areas [4][5] Asset Monetization - Keppel identified S$17.5 billion (approximately US$13.3 billion) in underutilized assets for monetization, allowing the company to maintain operational roles while transferring ownership to third parties [5] - The company has already monetized over S$7 billion (approximately US$5.3 billion) in assets and aims to achieve S$10-12 billion (approximately US$7.6-9.1 billion) by 2026 [5] Organizational Transformation - Keppel restructured its operations under the "Vision 2030" framework, transitioning from vertical business units to three horizontal platforms focused on real estate, infrastructure, and connectivity [6] - The integration process was smooth, with leadership roles assigned to capable individuals, enhancing strategic capital allocation and talent management [6] Sustainable Development - The company views sustainability as a business opportunity rather than merely a risk mitigation strategy, exemplified by the transformation of its headquarters into a net-zero energy building [8] - This shift has led to a new business line focused on helping clients adapt their real estate to a low-carbon future, demonstrating that sustainable practices can coexist with profitability [8] Leadership and Future Outlook - Loh Chin Hua emphasizes the importance of maintaining focus and resilience during crises, which has been crucial for the company's recovery and transformation [9] - Keppel's ongoing transformation is supported by a clear direction and solid foundation, positioning the company for future growth [9]