| Latest Forum Topics / Kep Infra Tr Last:0.52 -- |
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Topping the list of share buyback
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chengwh1
Elite |
27-May-2026 12:22
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I have been in and out of KIT,... and came into this since its days of Cityspring. All of my holdings are yielding me in excess of 6% yield-on-cost,... and with unrealized capital gain of 25% or more. Hence, I enjoy both income & unrealized cap gains. BUT unfortunately for KIT, I have to temper my expectations. I' ll have to see some red at times for KIT because my average price is slightly above 50c...  My best REIT holding so far is : Parkway Life REIT, at an average price of $2.50. |
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prophetjul
Master |
27-May-2026 08:53
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That is the basic characteristic of infrastructures operators. Interest payment accounts for a big chunk of cost. The rest of costs are largely predictable. Unless a war affects energy costs like what is happening now. 
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MrBear12
Supreme |
26-May-2026 21:10
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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Like every other equity stock, sensitive to interest rates but what is special about this is cash flows are very stable.
Recommended for 6 percent compounded returns per annum provided we reinvest our dividends
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Alignment
Elite |
26-May-2026 18:28
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As we saw in the last five years, the share price is partly an inevitable function of interest rates, rather like a bond. But yes, like you I am positive from an operational perspective. They should do well in terms of the things they can control. |
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MrBear12
Supreme |
25-May-2026 22:02
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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if you have time...
kit is gonna be a star performer again. expect better dividends ....
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Alignment
Elite |
25-May-2026 20:08
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Unfortunately not, I was on holiday. AGMs are definitely worth attending, can learn so much.  
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chengwh1
Elite |
25-May-2026 15:35
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Chances are high that this will continue. Why I say so is because before I managed to ask a critical question of why these pipelines are not damaged, the BOD quickly replied that these pipelines are more for distributing LNG for domestic use, ie, the pipelines are not situated close to shore for transporting LNG onto tankers for export. We know the drones and the missiles fired from Iran are targetted towards infras for export purposes. Just fyi on what transpired at the AGM. Hey bro,... did you attend the AGM ?
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Alignment
Elite |
21-May-2026 22:28
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Understood. But given the war is ongoing, it is good to continue to hear there is no impact. Long may this continue.
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chengwh1
Elite |
21-May-2026 15:03
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"   Confirmed from the latest results that no impact on the Saudi pipelines due to the war. " The above was already confirmed earlier at the AGM 2026 when I asked the question on this matter and the BOD made their statements. The AGM was held a few weeks before the release of the 1QFY2026 business update.
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MrBear12
Supreme |
20-May-2026 19:14
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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yes indeed.
best infrastructure company ...
big and strong..
steady too with record stable returns...
bear likes.
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Alignment
Elite |
20-May-2026 18:15
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Confirmed from the latest results that no impact on the Saudi pipelines due to the war. The other point of note is that buying another 39% of KMC is very accretive, especially for such a small outlay. 6% DPU accretion. https://links.sgx.com/FileOpen/20260514_KIT%201Q%202026_Presentation%20Slides.ashx?App=Announcement& FileID=888735 |
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Alignment
Elite |
08-Apr-2026 10:54
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It looks like the war has actually been a positive for the Saudi oil pipelines, because they have had to push more oil through it rather than shipping due to Hormuz being closed. Not sure about the gas but perhaps similiar. | ||||
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Secret_Squirrel
Elite |
31-Mar-2026 11:37
Yells: "Stay curious but skeptical" |
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The Subsea Cable Monopoly: $650 Billion in AI Spending SubCom reportedly exited the maintenance market entirely to dedicate its entire fleet to new cable-laying &mdash meaning there are now even fewer ships available for repairs at a time when the number of cables in service keeps growing. Less one big compeitor. will it boost KIT subsea cable earning? This recent article provide a good understanding of subsea cable current business situation. worth a read.   |
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MrBear12
Supreme |
30-Mar-2026 21:02
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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that's the reality of war
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mr_wealth
Member |
30-Mar-2026 20:26
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Big sell down within the last hour of trading. About 10M volume. | ||||
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JurongW
Elite |
30-Mar-2026 18:20
Yells: "Earnings give weight, Chart give wings" |
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killua
Member |
30-Mar-2026 18:13
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Told you guys. Going below 0.5 soon. 0.5 closing already
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JurongW
Elite |
27-Mar-2026 17:56
Yells: "Earnings give weight, Chart give wings" |
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Keppel Infrastructure Fund Management Pte. Ltd. (&ldquo Trustee-Manager&rdquo ), as trustee-manager of Keppel Infrastructure Trust (&ldquo KIT&rdquo ), wishes to inform that it will announce KIT&rsquo s first quarter 2026 business and operational updates before market opens on Thursday, 14 May 2026. |
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mr_wealth
Member |
27-Mar-2026 11:27
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https://www.straitstimes.com/world/middle-east/thai-ship-hit-in-hormuz-runs-aground-off-irans-qeshm-island-irans-tasnim-says If this continues, energy price is going to be expensive. Less profits for Kep Infra | ||||
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stlimst
Master |
09-Mar-2026 10:35
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It is.
Don't worry about short term, knee jerk reaction. Stay invested - you will not regret. If you have the means. accumulate KIT not meant for daily trading. You will not regret.
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