Keppel Corp is a favourite stock among Singapore investors, given its strong earnings and good dividends (prior to the oil crash in Jun 2014). I have it in my portfolio too, after it came off its high 6 months later. Having held it for 1.5 years and sitting on paper losses, I am beginning to reach a conclusion over whether I should continue to hold or sell the stock. Do note that this post involves some speculation over how Keppel Corp would navigate the oil crash, which might not turn out to be correct. After all, stock investments are about predicting the future rather than knowing the present. The headlines hogging Keppel Corp this year has been the bankruptcy of Sete Brasil and its failure to take delivery of the 6 semi-submersibles (semi-subs) on order from Keppel Corp. However, in my opinion, Sete Brasil is a much smaller problem ...