- The Simba-M1 deal is now entering a tighter window, with Keppel (SGX:BN4) and Simba having extended the long-stop date to 21 May 2026 while IMDA’s review continues.
- - Read this at SGinvestors.io -
- That said, beyond higher cyber and resilience requirements, any other bottleneck largely remains speculative from the outside. We are not privy to the discussions and are therefore framing possible scenarios as the deadline approaches.
Cyber/network resilience may raise investment need
- The clearest new issue is cyber and network resilience considerations, which points to potentially higher investments as the deal involves national infrastructure.
- - Read this at SGinvestors.io -
- Applying a similar framework to the proposed Simba-M1 combination suggests a potential S$60–90m+ annualised capex uplift versus a normalized pre-step-up base, and arguably more if it must catch up to “critical infrastructure” standards from a lower starting point.
Deal scenarios if investments needs rise materially
- Read more at SGinvestors.io.
