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The fact is even with a 10 per cent dividend, the stock depreciated 5 percent/yr leaving a nett 5 percent total shareholder gain per year since those days.
investshare ( Date: 23-Apr-2025 12:35) Posted:
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During city spring time, also many forumer said very good 10% dividend.
I saw a report on kit published on 25 Mar 2025.
Entitled an erosion of trust.
Published by corporate monitor.
Their thesis is KIT is crap business trust designed to benefit Keppel most.
Trade with erosion in trust
Entitled an erosion of trust.
Published by corporate monitor.
Their thesis is KIT is crap business trust designed to benefit Keppel most.
Trade with erosion in trust
Ocbc target 50c report dated 22 Apr.
So might have room to run .. min expo to tariff war.
Dyodd
So might have room to run .. min expo to tariff war.
Dyodd
Yes. Just as I accept income from trading. Provided the profits cover many times the costs.
Asset recycling is part of renewal. I am OK with this as long as this is sustainable in the long run.
Out of the enterprise value, 0.5 to 1.0 percent for divestment and 0.5 for acquisition.
https://www.straitstimes.com/business/companies-markets/keppel-infra-trust-trustee-manager-proposes-to-peg-base-performance-fees-to-distributions
Asset recycling is part of renewal. I am OK with this as long as this is sustainable in the long run.
Out of the enterprise value, 0.5 to 1.0 percent for divestment and 0.5 for acquisition.
https://www.straitstimes.com/business/companies-markets/keppel-infra-trust-trustee-manager-proposes-to-peg-base-performance-fees-to-distributions
prophetjul ( Date: 23-Apr-2025 08:10) Posted:
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So you are ok with returns from asset disposal instead of operating income?
The manager likes this as they will get fees from asset sales and purchase which they call capital recycling.
How much do they charge for this?
The manager likes this as they will get fees from asset sales and purchase which they call capital recycling.
How much do they charge for this?
MrBear12 ( Date: 22-Apr-2025 17:56) Posted:
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Total return from an investment is what we shld look at. Consists of recurring income plus capital gain. So KIT'S total returns over time are pretty stable. That is good.
Don't be fixated on a quarter's recurring income. That fluctuates. Look at the track record of the dividends and distributable income. Kit is superior in this respect.
Market does not understand kit value. For 10 percent yield, that is a steal. As I said, 5 per cent yield is more reasonable. Hence 80 cents is fair value.
Trade in value
Don't be fixated on a quarter's recurring income. That fluctuates. Look at the track record of the dividends and distributable income. Kit is superior in this respect.
Market does not understand kit value. For 10 percent yield, that is a steal. As I said, 5 per cent yield is more reasonable. Hence 80 cents is fair value.
Trade in value
prophetjul ( Date: 22-Apr-2025 17:45) Posted:
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Try disecting the numbers further.
The distribuble income of 65mil includes 19.5mil of divestment income of Ph Coastal.
The operating income has fallen by more than 30%! You call that good?
The distribuble income of 65mil includes 19.5mil of divestment income of Ph Coastal.
The operating income has fallen by more than 30%! You call that good?
MrBear12 ( Date: 22-Apr-2025 16:58) Posted:
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Yes. It's price shld reflect a 5 per cent yield..
Rather this means fair value is 80 cents.
Rather this means fair value is 80 cents.
moonsun ( Date: 15-Apr-2025 14:47) Posted:
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https://sbr.com.sg/energy-offshore/news/kit-posts-277-increase-in-distributable-income-q1
Reportedly doing well
Trade with scratchy head
Reportedly doing well
Trade with scratchy head
prophetjul ( Date: 22-Apr-2025 08:34) Posted:
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This stock is a POS.
All it seems to do is capital recycling shite.
https://links.sgx.com/FileOpen/20250422_KIT%201Q%202025_Presentation%20Slides.ashx?App=Announcement& FileID=841879
Most income contributions from the sectors are falling except for storage.
32% drop in operating income! SHITE!
All it seems to do is capital recycling shite.
https://links.sgx.com/FileOpen/20250422_KIT%201Q%202025_Presentation%20Slides.ashx?App=Announcement& FileID=841879
Most income contributions from the sectors are falling except for storage.
32% drop in operating income! SHITE!
KIT yield close to 10% ! Wow
Yes KIT is business is not linked to Keppel corp.
investshare ( Date: 06-Mar-2025 07:26) Posted:
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5 year high 58 cents at beginning 2023, low 40.5 in Mar 2020.
the dividends have been constant, but the price has dropped since 2 years back steadily.
selling pressure very high now.
the dividends have been constant, but the price has dropped since 2 years back steadily.
selling pressure very high now.
Secret_Squirrel ( Date: 07-Mar-2025 15:59) Posted:
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42.5 cents looks like a good price to enter.
Hopefully don' t drop further.
Hopefully don' t drop further.
MrBear12 ( Date: 07-Mar-2025 10:17) Posted:
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I am considering entering, what about the rest?
It went xd.
People moving towards so called growth stocks.
Could be a good entry point if you can hold at least 10 years
People moving towards so called growth stocks.
Could be a good entry point if you can hold at least 10 years
Lightyear ( Date: 07-Mar-2025 10:03) Posted:
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The drop from 450 to 425 seems huge for no apparent reason....
Bro stlim,
The stable cash flows shld support this company.
The stable cash flows shld support this company.
stlimst ( Date: 06-Mar-2025 10:41) Posted:
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Bro MrBear12,
The news was on the 49% of Merlimau Cogen plant owned by Keppel.
The 51% owned by KIT is not affected.
Not sure why the price of KIT were affected.
Anyway, like what you said, the investment in Merlimau should be positive for KIT.
This is SGX!
The news was on the 49% of Merlimau Cogen plant owned by Keppel.
The 51% owned by KIT is not affected.
Not sure why the price of KIT were affected.
Anyway, like what you said, the investment in Merlimau should be positive for KIT.
This is SGX!
MrBear12 ( Date: 06-Mar-2025 09:10) Posted:
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