Post Reply
121-140 of 741
Bear is glad he is not alone 
trade with fellow travelers on the same road
happy collecting our dividend today!
 
stlimst ( Date: 13-Aug-2025 08:08) Posted:
I am one of them.
MrBear12 ( Date: 13-Aug-2025 08:02) Posted:
Some people just want a stable return every quarter for life.
KIT is like CPF life giving stable and predictable cash flow payouts for a long time
Unpredictable returns some just avoid. Hindsight is beautiful
Foresight is wisdo |
|
|
|
Stable dividends while your principal depreciates?  LOL
The red flag is the management. Selling assets at will. Heck...some of your dividends is from assets sale. Seems they are only interested in their own profits.
CPF principal does not diminish with time!  LOL
Let' s not get into DBS. However, why are you negative on Utd Hampshire?   

MrBear12 ( Date: 13-Aug-2025 08:02) Posted:
Some people just want a stable return every quarter for life.
KIT is like CPF life giving stable and predictable cash flow payouts for a long time
Unpredictable returns some just avoid. Hindsight is beautiful
Foresight is wisdom
investshare ( Date: 13-Aug-2025 07:32) Posted:
| If u sell KIT 3 yr ago and buy DBS then, now is 127% gain |
|
|
|
I am one of them.

MrBear12 ( Date: 13-Aug-2025 08:02) Posted:
Some people just want a stable return every quarter for life.
KIT is like CPF life giving stable and predictable cash flow payouts for a long time
Unpredictable returns some just avoid. Hindsight is beautiful
Foresight is wisdom
investshare ( Date: 13-Aug-2025 07:32) Posted:
| If u sell KIT 3 yr ago and buy DBS then, now is 127% gain |
|
|
|
Some people just want a stable return every quarter for life.
KIT is like CPF life giving stable and predictable cash flow payouts for a long time
Unpredictable returns some just avoid. Hindsight is beautiful
Foresight is wisdom
investshare ( Date: 13-Aug-2025 07:32) Posted:
If u sell KIT 3 yr ago and buy DBS then, now is 127% gain.
prophetjul ( Date: 13-Aug-2025 06:43) Posted:
| No point having 10% dividend yield when the share price keeps dropping. Since 2022, it has dropped from 58 to present 42 cents. That' s a 27% drop in 3 years. Average 9 % a year. So what' s the point even if they deliver 10% per annum? Effective returns is a big fat |
|
|
|
If u sell KIT 3 yr ago and buy DBS then, now is 127% gain.
prophetjul ( Date: 13-Aug-2025 06:43) Posted:
No point having 10% dividend yield when the share price keeps dropping. Since 2022, it has dropped from 58 to present 42 cents. That' s a 27% drop in 3 years. Average 9 % a year. So what' s the point even if they deliver 10% per annum? Effective returns is a big fat 0
stlimst ( Date: 07-Aug-2025 08:46) Posted:
That's half year.
So for full year, dividend should be 3.94 cents.
Based on current price, the yield is more than 9%!!
Keep KIT for dividend |
|
|
|
No point having 10% dividend yield when the share price keeps dropping. Since 2022, it has dropped from 58 to present 42 cents. That' s a 27% drop in 3 years. Average 9 % a year. So what' s the point even if they deliver 10% per annum? Effective returns is a big fat 0
stlimst ( Date: 07-Aug-2025 08:46) Posted:
That's half year.
So for full year, dividend should be 3.94 cents.
Based on current price, the yield is more than 9%!!
Keep KIT for dividend.
SDEXXXXD ( Date: 07-Aug-2025 08:30) Posted:
|
|
|
Why? any idea
Lightyear ( Date: 05-Aug-2025 18:51) Posted:
|
That's half year.
So for full year, dividend should be 3.94 cents.
Based on current price, the yield is more than 9%!!
Keep KIT for dividend.
SDEXXXXD ( Date: 07-Aug-2025 08:30) Posted:
|
This time the dividend was 0.03 cents per shares ?
Wa. Today drop so much
Unparalleled
vicloo ( Date: 29-Jul-2025 10:48) Posted:
Thats true, that will be 8.8% div.
prophetjul ( Date: 29-Jul-2025 08:17) Posted:
Read carefully.
It's half yearly distribution. |
|
|
|
Keppel Infrastructure Trust reports 1% y-o-y rise in DPU for 1HFY2025
For 1H2025, Keppel Infrastructure Trust announced 31.2% y-o-y increase in Distributable Income (DI) to $119.4 million, driven by City Energy, IXOM, new acquisitions and the strategic divestment of Philippine Coastal Storage and Pipeline Corporation (Philippine Coastal). Distributions per unit (DPU) for 1H2025 rose 1% y-o-y to 1.97 cents.
 
On April 1, KIT announced the acquisition of a 46.7% stake in Global Marine Group (GMG) for $122.3 million, one of the world&rsquo s largest independent subsea cable solutions providers. The acquisition will allow KIT to participate in the secular growth trend of rising global digitalisation and provide KIT&rsquo s Unitholders with exposure to the growing subsea cable market, through an established platform specialising in critical support services for such infrastructure. The asset will also generate stable and recurring cash flows as a substantial proportion of GMG&rsquo s business are secured by long-term contracts. The announcement on the proposed acquisition of GMG followed closely the completion of the divestment of Philippine Coastal on March 20.
 
In June 2025, KIT announced that it will be divesting a 24.62% stake in Ventura Motors Pty. Ltd. (Ventura), to private investment funds managed by Samsung Asset Management. The sale consideration of the transaction is A$130 million (or approximately $109 million). The transaction is expected to be completed in 3Q2025.
 
Kevin Neo, CEO of Keppel Infrastructure Fund Management, Trustee-Manager of KIT, said, &ldquo Through the divestment of Philippine Coastal and the pending partial sale of Ventura Motors, we are crystallising value in excess of $300 million, and redeploying into growth sectors with strong tailwinds like digital infrastructure. Our proposed investment in Global Marine Group, a leading subsea cable solutions business backed by long-term contracts, adds a new engine of stable cash flows to enhance KIT&rsquo s financial resilience. We remain focused on disciplined capital recycling and delivering sustainable, steady distributions to our unitholders supported by our diversified portfolio of infrastructure assets and evergreen businesses.
 
KIT&rsquo s assets under management (AUM) as at June 30 is at $8.7 billion.
Thats true, that will be 8.8% div.
prophetjul ( Date: 29-Jul-2025 08:17) Posted:
Read carefully.
It's half yearly distribution.
vicloo ( Date: 29-Jul-2025 07:34) Posted:
Not too bad if, every qtr 1.97c i.e. 4 x 1.97 = 7.88c/100 = 0.0788 dollar.
That mean yearly div, 0.0788/0.445 x100% = 17.7% yearly dividend 👍 👍 👍 |
|
|
|
https://www.kepinfratrust.com/news_item.aspx?aid=19927& title=keppel-infrastructure-trust-unaudited-results-for-the-first-half-ended-30-june-2025
The news sound good.
killua ( Date: 29-Jul-2025 09:33) Posted:
| As expected, really bad results. Run as fast as you can. FFO has been declining and sooner or later they will cut dividends |
|
As expected, really bad results. Run as fast as you can. FFO has been declining and sooner or later they will cut dividends
Read carefully.
It's half yearly distribution.
vicloo ( Date: 29-Jul-2025 07:34) Posted:
Not too bad if, every qtr 1.97c i.e. 4 x 1.97 = 7.88c/100 = 0.0788 dollar.
That mean yearly div, 0.0788/0.445 x100% = 17.7% yearly dividend 👍 👍 👍
MrBear12 ( Date: 29-Jul-2025 07:25) Posted:
|
|
|
Distribution is half yearly not quarterly
vicloo ( Date: 29-Jul-2025 07:34) Posted:
Not too bad if, every qtr 1.97c i.e. 4 x 1.97 = 7.88c/100 = 0.0788 dollar.
That mean yearly div, 0.0788/0.445 x100% = 17.7% yearly dividend 👍 👍 👍
MrBear12 ( Date: 29-Jul-2025 07:25) Posted:
|
|
|
Not too bad if, every qtr 1.97c i.e. 4 x 1.97 = 7.88c/100 = 0.0788 dollar.
That mean yearly div, 0.0788/0.445 x100% = 17.7% yearly dividend 👍 👍 👍
MrBear12 ( Date: 29-Jul-2025 07:25) Posted:
A little disappointed.
MrBear12 ( Date: 19-Jul-2025 09:51) Posted:
1.98 is my guess.
1 percent increase |
|
|
|
A little disappointed.
MrBear12 ( Date: 19-Jul-2025 09:51) Posted:
1.98 is my guess.
1 percent increase
Alignment ( Date: 19-Jul-2025 08:48) Posted:
I don' t like to guess specifically what it will be versus the 1.95 cents last time out. There are too many moving parts to figure out.
Big picture the normalised (ie excluding the relatively fixed increase in management fees) DPU has beengrowing about 5% a year give or take and I see no reason why in the medium term this cannot continue. At a 9-10% current DPU yield that feels very attractive.  |
|
|
|