Keppel Infrastructure Trust (KIT)

Broker's Calls

OCBC maintains ‘buy’ on Keppel Infrastructure Trust; fair value estimate unchanged

This comes following KIT’s proposed acquisition of a 50% equity interest in Keppel Marina East Desalination Plant.
Keppel and KIT to acquire Keppel Marina East Desalination Plant - THE EDGE SINGAPORE

M&A

KIT to acquire 50% of Keppel Marina East Desalination Plant

Keppel and KIT will each hold a 50% equity interest for the plant, which has an enterprise value of $323 million.
KIT enters into $75 mil loan facility  - THE EDGE SINGAPORE

REITs

KIT enters into $75 mil loan facility

Units in Keppel Infrastructure Trust closed at 45 cents on Oct 28.

Results

KIT reports 9MFY2024 distributable income of $106.1 mil, 60.1% lower y-o-y

Adjusting for one-offs and timing differences, KIT’s 9MFY2024 distributable income would have been $124 million, 11.2% lower y-o-y.

Company in the news

KIT and MPIC to sell stake in Philippine Coastal Storage & Pipeline Corporation for enterprise value of US$460 mil

As at 11.10am, units in KIT are trading 1 cent lower or 2.13% down at 46 cents.

REITs

KIT announces private placement to raise some $200 mil

KIT intends to declare an advanced distribution from July 1 to the date before the issue of the placement units.

Results

Keppel Infrastructure Trust reports 1HFY2024 DPU of 1.95 cents, 1.0% higher y-o-y

Overall, KIT reported a loss of $23.9 million attributed to unitholders of the trust.
Beansprout initiates ‘buy’ call on KIT with TP of 59 cents - THE EDGE SINGAPORE

Broker's Calls

Beansprout initiates ‘buy’ call on KIT with TP of 59 cents

At KIT's current share price, analyst Peggy Mak estimates equity yields of 8.5% for FY2024, and 8.9% for FY2025.
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