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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.
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.
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.
The rest of costs are largely predictable. Unless a war affects energy costs like what is happening now.
Alignment ( Date: 26-May-2026 18:28) Posted:
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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
Alignment ( Date: 26-May-2026 18:28) Posted:
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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.
But yes, like you I am positive from an operational perspective. They should do well in terms of the things they can control.
if you have time...
kit is gonna be a star performer again.
expect better dividends ....
kit is gonna be a star performer again.
expect better dividends ....
Alignment ( Date: 25-May-2026 20:08) Posted:
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Unfortunately not, I was on holiday. AGMs are definitely worth attending, can learn so much.
chengwh1 ( Date: 25-May-2026 15:35) Posted:
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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 ?
Alignment ( Date: 21-May-2026 22:28) Posted:
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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.
chengwh1 ( Date: 21-May-2026 15:03) Posted:
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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.
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.
Alignment ( Date: 20-May-2026 18:15) Posted:
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yes indeed.
best infrastructure company ...
big and strong..
steady too with record stable returns...
bear likes.
Alignment ( Date: 20-May-2026 18:15) Posted:
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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
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
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.
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.
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.
that's the reality of war
mr_wealth ( Date: 30-Mar-2026 20:26) Posted:
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Big sell down within the last hour of trading. About 10M volume.
killua ( Date: 30-Mar-2026 18:13) Posted:
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Told you guys. Going below 0.5 soon. 0.5 closing already
killua ( Date: 04-Mar-2026 09:26) Posted:
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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.
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
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.
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.
investshare ( Date: 09-Mar-2026 10:31) Posted:
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