Added to YB: 2026-03-27
Pitch date: 2026-03-25
5CF.SI [neutral]
OKP Holdings Limited
Author Info
No bio for this author
Company Info
OKP Holdings Limited, together with its subsidiary, operates as a transport infrastructure and civil engineering company in Singapore and Australia.
Market Cap
SGD 368.0M
Pitch Price
N/A
Price Target
N/A
Dividend
2.92%
EV/EBITDA
4.50
P/E
8.31
EV/Sales
1.16
Sector
Construction and Engineering
Category
growth
OKP Holdings interview - $5CF.SI
5CF.SI (overview): 2025 rev +33%, net income +21%; trades 8x earnings/4x ex-cash. Oil shock limited impact: ~3mSGD/yr fuel costs (200k liters/month vs KTC's 5M), concrete/steel hedged via fluctuation clauses. Focus on shorter 1-2yr projects vs 7-9yr majors enables faster capital recycling, higher margins in boom. 1.3bSGD tender pipeline, recently won 87mSGD (likely >100mSGD w/ options). Mgmt sees strong outlook through 2028-2029 on 50bSGD/yr govt awards. Challenge: HR poaching in tight labor market. Cash for larger bids vs dividends.
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