TICKER A7RU.SI
ISIN SG1U48933923
Market cap. SGD
3,164,193,716
Shs outstanding 6,084,987,915
Keppel Infrastructure Trust is a listed business trust. The firm provides investors with the opportunity to invest in a large and well-diversified portfolio of core infrastructure assets located in jurisdictions with well-developed legal frameworks that support infrastructure investment. It aims to provide long-term, regular and sustainable distributions to its Unitholders. Keppel Infrastructure Trust was incorporated in 2007 and is based in Singapore.
Strategy: Beat the STI
Return at exit: Live
High Yield With Strong Growth Momentum
• Keppel Infra REIT shines with exceptional market performance, delivering impressive returns across all timeframes (1-month: 6.1%, 3-month: 13%, 6-month: 22.2%, 1-year: 22.9%).
• Offers an attractive 7.5% dividend yield with stable growth, trading at a reasonable valuation (P/E: 21.5) with a remarkably low PEG ratio of 0.12, indicating growth potential at value pricing.
• Demonstrated excellent financial discipline through proactive debt management, having already refinanced all 2025 obligations.
• Strategic expansion into digital infrastructure via the Global Marine Group acquisition positions the REIT for future growth, with projected 4.6% DPU accretion.
• Strong operational performance with 18.4% revenue growth and 31.6% EBITDA growth, supported by positive analyst sentiment including recent “buy” ratings.