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KIT

KIT 1H2025 Distributable Income Increases 31.2%,
Delivers Higher 1H 2025 DPU of 1.97 cents

Results Highlights

 KIT achieved 31.2% YoY increase in Distributable Income (DI) to $119.4 million, driven by City Energy,
IXOM, new acquisitions and strategic divestment of Philippine Coastal Storage and Pipeline Corporation
(Philippine Coastal)

 DPU for 1H 2025 of 1.97 cents represents 1% YoY growth over 1H 2024 DPU of 1.95 cents

 Redeployment of divestment proceeds from Philippine Coastal to fund yield-accretive acquisitions on
track with proposed acquisition of Global Marine Group, one of the world?s largest independent
subsea cable solutions providers

 Announced divestment of partial stake in Australian bus service business Ventura for A$130 million

 

Closing in 44.5cts
Result out tomorrow 29/jul

 

Yes, have this stick during Cityspring days and collecting dividend every quarter, now every half yearly. Keep for passive income.
No need to look at share price.

MrBear12      ( Date: 25-Jul-2025 08:27) Posted: Yes 10 per cent yield. Stable dividends. And potential for capital gains. What need we worry?? Asdfgh101      ( Date: 25-Jul-2025 08:24) Posted: Not too sure why are people concern about KIT "not doing well"...yes it has meandered into certain questionable areas and not being able to extract value from its asset mgt contracts but so? Its not in the same dire straits that semb marine was and not doing asset stripping like Sing Post...sit back collect the dividends and don't expect capital gains and you will be fine

 

Yes 10 per cent yield. Stable dividends. And potential for capital gains.
What need we worry??

Asdfgh101      ( Date: 25-Jul-2025 08:24) Posted: Not too sure why are people concern about KIT "not doing well"...yes it has meandered into certain questionable areas and not being able to extract value from its asset mgt contracts but so? Its not in the same dire straits that semb marine was and not doing asset stripping like Sing Post...sit back collect the dividends and don't expect capital gains and you will be fine

 

Not too sure why are people concern about KIT "not doing well"...yes it has meandered into certain questionable areas and not being able to extract value from its asset mgt contracts but so? Its not in the same dire straits that semb marine was and not doing asset stripping like Sing Post...sit back collect the dividends and don't expect capital gains and you will be fine

 

Let' s wait for their coming dividends declaration to see if they are doing well....

killua      ( Date: 22-Jul-2025 10:49) Posted: The issue is fundamentally the company is not doing well. nothing to do with external factors

 

The issue is fundamentally the company is not doing well. nothing to do with external factors

 

Agree. But I think this time may not drop so much. US and China seem very unstable. I predict (but I may be wrong) investors will look out for places which are relatively stable. So I think this share has potential moving forward?

stlimst      ( Date: 19-Jul-2025 19:43) Posted: KIT made up a good portion of my retirement portfolio. Dividend collection time is approaching. Not surprising that the share price is ticking up - quite a usual move. It will move towards $0.45-$0.46 and then XD will drop back again.

 

KIT made up a good portion of my retirement portfolio.
Dividend collection time is approaching.
Not surprising that the share price is ticking up - quite a usual move.

It will move towards $0.45-$0.46 and then XD will drop back again.

 

 

Its been a good run up from 38cts to recent 43.5cts

 

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.  MrBear12      ( Date: 17-Jul-2025 12:05) Posted: Tune in on 29 th July A 2 cent dividend

 

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. 

MrBear12      ( Date: 17-Jul-2025 12:05) Posted: Tune in on 29 th July A 2 cent dividend? Alignment      ( Date: 17-Jul-2025 11:11) Posted: The market beginning to focus on the big dividend they will announce at the 1H results

 

If they sell Ixom, could have another big special dividend.

 

Tune in on 29 th July A 2 cent dividend?

Alignment      ( Date: 17-Jul-2025 11:11) Posted: The market beginning to focus on the big dividend they will announce at the 1H results

 

The market beginning to focus on the big dividend they will announce at the 1H results

 

Hope so man heading towards 50c.

SDEXXXXD      ( Date: 16-Jul-2025 15:47) Posted: back to 43 cts... on track 45c short term target

 

back to 43 cts... on track 45c short term target

 

Seem like some ppl keep only selling at multiples of 100 units just to keep the price low. I think he or she has missed the low price?

SDEXXXXD      ( Date: 03-Jul-2025 16:39) Posted: Back to 42cts today

 

I think the problem here is that they can' t sell Ixom and they are not able to find new deals and their management fees is significantly higher with no results to show for. Alot of dead weight employees in KIT

stlimst      ( Date: 03-Jul-2025 16:43) Posted: This one I keep for dividend. Super good dividend over the years ...since when it was known as CitySpriing. Don' t have to be concerned with the daily prices. SDEXXXXD      ( Date: 03-Jul-2025 16:39) Posted: Back to 42cts today

 

This one I keep for dividend.
Super good dividend over the years ...since when it was known as CitySpriing.
Don' t have to be concerned with the daily prices.

SDEXXXXD      ( Date: 03-Jul-2025 16:39) Posted: Back to 42cts today