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Wednesday, July 29th, 2026

Keppel REIT Rated BUY After 1H Net Property Income Jumps 13% on Top Ryde Contribution

Broker Name: Bloomberg
Date of Report: 28 July 2026

Excerpt from Bloomberg report:

Report Summary

  • Stock: Keppel REIT
  • Key Actionable Insight: The consensus among analysts is mixed, with 6 buys, 9 holds, and 2 sells. No explicit target price is provided in the excerpt.
  • Highlights:
    • 1H Net Property Income rose 13% year-on-year to S\$122.5 million, mainly driven by contributions from Top Ryde City Shopping Centre.
    • Gross rental income increased by 18% year-on-year to S\$150.5 million.
    • Income available for distribution grew 23% year-on-year to S\$129.6 million.
    • Distribution per unit decreased slightly to S\$0.0261 from S\$0.0272 year-on-year.
    • Aggregate leverage was 40.0% at end-June 2026, with 62% of borrowings on fixed rates.
  • Implication: Keppel REIT has shown improved operational performance with higher rental and property income, though distribution per unit slightly decreased. The leverage position and fixed-rate debt proportion are important considerations for investors.

Above is an excerpt from a report by Bloomberg. Clients of Bloomberg can access the full research report from the broker’s website: Bloomberg research website.

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