Broker: Lim & Tan Securities
Date of Report: 8 April 2026
Excerpt from Lim & Tan Securities report
Report Summary
- Stock Highlighted: Keppel Infrastructure Trust (KIT)
- Action/Call: Accumulate
- Target Price: S\$0.56 (Current Price: S\$0.52, 7.7% upside)
- Dividend Yield: 7.6% (DPU 3.94 cents, yield based on year-end price)
- Key Idea: KIT continues its growth via disciplined capital recycling, focusing on essential infrastructure assets in developed markets across Asia-Pacific and Europe, with high yield and cost pass-through mechanisms supporting earnings quality and resilience.
- Highlight: Strong FY2025 performance with distributable income up 24.4% to S\$249.5 million; assets under management increased to S\$9.1 billion; defensive cash-generating assets underpin stable distributions; portfolio expansion into digital infrastructure for future growth.
- Actionable Insight: Investors seeking stable high-yield infrastructure exposure may consider accumulating KIT for income and potential capital upside.
above is an excerpt from a report by Lim & Tan Securities. Clients of Lim & Tan Securities can be the first to access the full report from the Lim & Tan Securities website : https://www.limtan.com.sg
