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Cadence88 Veteran	09-Feb-2026 09:24        Cadence88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Why this one getting popular ?
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Alignment Elite	07-Feb-2026 10:14        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	There is no relevant NAV for KIT.  For REITs and investment properties specifically accounting requirements and REIT rules require the investment properties to be independently valued with the outcomes being used for the balance sheet and hence NAV calculation. You may not agree with the valuation of course, but at least it sets a benchmark for the NAV being a " real" number that you can then adjust up or down depending on your own views. KIT' s assets are not investment properties, so no such independent valuation is required for its assets. Instead, its balance sheet accounting is like any other business, including historical cost / depreciation etc. So the NAV is clearly not usable as an approximation of actual value like it would be for a REIT with investment properties. chengwh1      ( Date: 06-Feb-2026 21:20) Posted: Hi Alignment,... I watch this one too. That GMG asset contributed only 1 mth of FFO in FY25. In FY26,... it will start to contribute consistently. Can you help me with the NAV as of Dec 31st., 2025 ? I can' t find it. Where do you look please ? Alignment      ( Date: 05-Feb-2026 20:07) Posted: The operating performance was underwhelming for those (like me) who expected more improvement. But they did well on making capital gains. Based on the share price reaction however the results were exactly what the markets as a whole expected.
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chengwh1 Elite	06-Feb-2026 21:20        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi Alignment,... I watch this one too. That GMG asset contributed only 1 mth of FFO in FY25. In FY26,... it will start to contribute consistently. Can you help me with the NAV as of Dec 31st., 2025 ? I can' t find it. Where do you look please ? Alignment      ( Date: 05-Feb-2026 20:07) Posted: The operating performance was underwhelming for those (like me) who expected more improvement. But they did well on making capital gains. Based on the share price reaction however the results were exactly what the markets as a whole expected.
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Alignment Elite	05-Feb-2026 20:07        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The operating performance was underwhelming for those (like me) who expected more improvement. But they did well on making capital gains. Based on the share price reaction however the results were exactly what the markets as a whole expected.
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SDEXXXXD Veteran	04-Feb-2026 14:55        SDEXXXXD About Contact  Quote this Post!
x 0   x 0  Alert Admin	Holding good at 53.0 cts
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killua Member	03-Feb-2026 20:47        killua About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another set of underwhelming results. No deals to show for
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Joelton Supreme	03-Feb-2026 10:23        Joelton About Contact  Quote this Post!
x 1   x 0  Alert Admin	Keppel Infrastructure Trust H2 DPU rises 1% to S$0.0197 The distribution will be paid on Feb 20, with a record date set at Feb 11 [SINGAPORE] Keppel Infrastructure Trust (KIT) : A7RU +0.96% posted a distribution per unit (DPU) of S$0.0197 for its second half ended Dec 31, 2025, 1 per cent up from its DPU of S$0.0195 in the previous corresponding period. The distribution will be paid on Feb 20, with a record date set at Feb 11. Its distributable income for the period rose 18.8 per cent year on year to S$130.1 million, from S$109.5 million previously, the manager said on Tuesday (Feb 3). This amid a divestment gain recorded from the sale of a partial 24.6 per cent stake in Ventura, which was completed in August 2025. Its revenue for the six months fell 4.3 per cent on the year to S$1.16 billion, from S$1.21 billion in H2 2024. Units of KIT closed Monday 1 per cent 0r S$0.005 higher at S$0.525, before the news.
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Joelton Supreme	03-Feb-2026 10:18        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel' s infrastructure division wins $600 million worth of operating and maintenance contracts Keppel has secured about $600 million in new contracts for proprietary technology, engineering solutions and operation & maintenance (O& M) services. These latest wins, won via its infrastructure division, comprises both brownfield and greenfield projects in Singapore and the region. These new contracts have raised the backlog of long-term contracted revenues for Keppel&rsquo s decarbonisation and sustainability solutions from $6 billion as at end-2024 to over $7.1 billion. The revenue is to be earned over 10 to 15 years. Some of the contracts won include a collaboration with JTC Corp to interconnect the existing Fusionopolis 2A chilled water plant with Keppel&rsquo s Infrastructure Division&rsquo s Biopolis and Mediapolis district cooling system plants. By doing so, Keppel has helped form Singapore&rsquo s first fully-integrated and largest chilled-water thermal grid, supporting more than 25 developments. Keppel is also providing " cooling-as-a-service" for several mixed-use developments, commercial buildings and malls in Singapore. The company won contracts too in India, Thailand and the Phillipines. Cindy Lim, CEO of Keppel' s infrastructure division, says that these new contracts help underpin her unit' s healthy book‑ to‑ bill ratio and high visibility on recurring cash flows. " These recent wins demonstrate the growing traction of our integrated &lsquo Solutions‑ as‑ a‑ Service&rsquo model, as customers increasingly shift towards innovative, subscription‑ based solutions that lower operating and manpower costs," she adds. Keppel shares closed at $10.75 on Feb 2, down 1.65% for the day but the stock is up 59.5% in the past year.
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SDEXXXXD Veteran	03-Feb-2026 06:32        SDEXXXXD About Contact  Quote this Post!
x 0   x 0  Alert Admin	FY 2025 Distributable Income up 24.4% to S$249.5 million Delivers Stable DPU of 3.94 Singapore cents for the year Results Highlights  KIT achieved Distributable Income (?DI?) of S$249.5 million, up 24.4% year-on-year (?y-o-y?) underpinned by strong operating performance in the Energy Transition and Distribution & Storage segments.  Distribution per unit (?DPU?) of 1.97 Singapore cents for the second half of 2025 stable DPU of 3.94 Singapore cents for FY 2025.  Achieved total unitholder return1 of 17.2% for the year 96.0% over the 10-year period since KIT?s trading commencement.
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Alignment Elite	15-Jan-2026 20:37        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	What seems smart is to be willing to pay more for something that has pays more dividends and where the prospects for the dividend growing are higher. investshare      ( Date: 12-Jan-2026 19:53) Posted: Maybe investors are smarter this time? Alignment      ( Date: 08-Jan-2026 22:11) Posted: That is true, but I would make two counterarguments that suggest overall today' s outlook is better than 2021 and hence someone who was willing to pay 60 cents in 2021 should be willing to pay more today: 1) Even though interest rates were lower in 2021 than now, DPU is higher now than in 2021 i.e. the operational improvements of today outweigh the higher debt costs of today 2) From a 2021 vantagepoint, interest rates were rising i.e. it was a headwind. From today' s vantagepoint interest rates are lower today than they were a year or two years ago so as KIT refinances interest costs will come down i.e. interest rates have become a tailwin
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investshare Supreme	12-Jan-2026 19:53        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe investors are smarter this time? Alignment      ( Date: 08-Jan-2026 22:11) Posted: That is true, but I would make two counterarguments that suggest overall today' s outlook is better than 2021 and hence someone who was willing to pay 60 cents in 2021 should be willing to pay more today: 1) Even though interest rates were lower in 2021 than now, DPU is higher now than in 2021 i.e. the operational improvements of today outweigh the higher debt costs of today 2) From a 2021 vantagepoint, interest rates were rising i.e. it was a headwind. From today' s vantagepoint interest rates are lower today than they were a year or two years ago so as KIT refinances interest costs will come down i.e. interest rates have become a tailwind MrBear12      ( Date: 08-Jan-2026 17:41) Posted: Interest rates were lower in 2021 though.
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MrBear12 Supreme	12-Jan-2026 18:22        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	3 Feb is results day Morning release followed by 1030 briefing
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MrBear12 Supreme	09-Jan-2026 16:59        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	It's just not a hot stock. But if it rises to 1 dollar. It automatically becomes too hot to handle solo_leveltradin      ( Date: 09-Jan-2026 16:28) Posted: Banks not covering the stock does not equate to it being a bad stock..... LOL
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solo_leveltradin Member	09-Jan-2026 16:28        solo_leveltradin About Contact  Quote this Post!
x 0   x 0  Alert Admin	Banks not covering the stock does not equate to it being a bad stock..... LOL
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killua Member	09-Jan-2026 15:42        killua About Contact  Quote this Post!
x 1   x 0  Alert Admin	Even banks don' t bother covering KIT. You know how bad it is Alignment      ( Date: 08-Jan-2026 22:11) Posted: That is true, but I would make two counterarguments that suggest overall today' s outlook is better than 2021 and hence someone who was willing to pay 60 cents in 2021 should be willing to pay more today: 1) Even though interest rates were lower in 2021 than now, DPU is higher now than in 2021 i.e. the operational improvements of today outweigh the higher debt costs of today 2) From a 2021 vantagepoint, interest rates were rising i.e. it was a headwind. From today' s vantagepoint interest rates are lower today than they were a year or two years ago so as KIT refinances interest costs will come down i.e. interest rates have become a tailwind MrBear12      ( Date: 08-Jan-2026 17:41) Posted: Interest rates were lower in 2021 though.
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Alignment Elite	08-Jan-2026 22:11        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	That is true, but I would make two counterarguments that suggest overall today' s outlook is better than 2021 and hence someone who was willing to pay 60 cents in 2021 should be willing to pay more today: 1) Even though interest rates were lower in 2021 than now, DPU is higher now than in 2021 i.e. the operational improvements of today outweigh the higher debt costs of today 2) From a 2021 vantagepoint, interest rates were rising i.e. it was a headwind. From today' s vantagepoint interest rates are lower today than they were a year or two years ago so as KIT refinances interest costs will come down i.e. interest rates have become a tailwind MrBear12      ( Date: 08-Jan-2026 17:41) Posted: Interest rates were lower in 2021 though. Alignment      ( Date: 08-Jan-2026 10:37) Posted: Well it was almost 60 cents in 2021 and KIT today is much better than it was in 2021. Better assets and no rubbish like Basslink weighing it down.
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MrBear12 Supreme	08-Jan-2026 17:41        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Interest rates were lower in 2021 though. Alignment      ( Date: 08-Jan-2026 10:37) Posted: Well it was almost 60 cents in 2021 and KIT today is much better than it was in 2021. Better assets and no rubbish like Basslink weighing it down.
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Alignment Elite	08-Jan-2026 10:37        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Well it was almost 60 cents in 2021 and KIT today is much better than it was in 2021. Better assets and no rubbish like Basslink weighing it down.
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stlimst Master	05-Jan-2026 10:41        stlimst About Contact  Quote this Post!
x 0   x 0  Alert Admin	Touched 50.5 cents!! SDEXXXXD      ( Date: 05-Jan-2026 09:25) Posted: Touched back 50 cts good start to 2026
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SDEXXXXD Veteran	05-Jan-2026 09:25        SDEXXXXD About Contact  Quote this Post!
x 0   x 0  Alert Admin	Touched back 50 cts good start to 2026
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