$Kep Infra Tr (A7RU.SG)$
Keppel Infrastructure Trust to buy 50% stake in owner of Marina East desalination plant from Keppel
SINGAPORE - Keppel Infrastructure Trust (KIT) will acquire a 50 per cent interest in Marina East Water from sponsor Keppel, with the proposed acquisition expected to be completed by the first quarter of 2025, it said on Nov 18.
Marina East Water, which owns the Keppel Marina East Desalination Plant, has an enterprise value of $323 million.
When the acquisition is completed,...
Keppel Infrastructure Trust to buy 50% stake in owner of Marina East desalination plant from Keppel
SINGAPORE - Keppel Infrastructure Trust (KIT) will acquire a 50 per cent interest in Marina East Water from sponsor Keppel, with the proposed acquisition expected to be completed by the first quarter of 2025, it said on Nov 18.
Marina East Water, which owns the Keppel Marina East Desalination Plant, has an enterprise value of $323 million.
When the acquisition is completed,...
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$Kep Infra Tr (A7RU.SG)$
Keppel Infrastructure Trust (KIT) completed a private placement of 456.6m new units at S$0.438 each in early September 2024.
What happened?
Keppel Infrastructure Trust (KIT) completed a private placement of 456.6m new units at S$0.438 each in early September 2024.
This represents 8.2% of existing unit base and 7.5% of the enlarged unit base of 6,083.3m.
The placement raised S$200m for the r...
Keppel Infrastructure Trust (KIT) completed a private placement of 456.6m new units at S$0.438 each in early September 2024.
What happened?
Keppel Infrastructure Trust (KIT) completed a private placement of 456.6m new units at S$0.438 each in early September 2024.
This represents 8.2% of existing unit base and 7.5% of the enlarged unit base of 6,083.3m.
The placement raised S$200m for the r...
$AEM SGD (AWX.SG)$
AEM: 2025 forecast affirmed -- triple-digit million revenue from new customers.
After a series of unexpected developments -- negative ones, starting in 2H2023 -- the lacklustre (but not unexpected) 1H2024 results of AEM Holdings dealt a further blow to its stock price (1 year return: -62%).
With the departure of Chandran Nair after 4.5 years at the helm, fronting AEM for the first time on an earnings call last week was Amy Leong, appointed CEO from 1 Jul...
AEM: 2025 forecast affirmed -- triple-digit million revenue from new customers.
After a series of unexpected developments -- negative ones, starting in 2H2023 -- the lacklustre (but not unexpected) 1H2024 results of AEM Holdings dealt a further blow to its stock price (1 year return: -62%).
With the departure of Chandran Nair after 4.5 years at the helm, fronting AEM for the first time on an earnings call last week was Amy Leong, appointed CEO from 1 Jul...
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$ThaiBev (Y92.SG)$
ThaiBev is Southeast Asia's leading beverage producer and distributor, with business segments spanning spirits, beer, non-alcoholic beverages, and food. The company owns leading alcoholic and non-alcoholic brands including Chang, Saigon Beer, Hong Thong, Mekhong, Grand Royal, and Oishi Green Tea.
In its 1H24 results update, sales revenue remained flat at -0.4% YoY amidst a challenging economic condition, however all business segments showed satisfactory growth in EBITDA from ef...
ThaiBev is Southeast Asia's leading beverage producer and distributor, with business segments spanning spirits, beer, non-alcoholic beverages, and food. The company owns leading alcoholic and non-alcoholic brands including Chang, Saigon Beer, Hong Thong, Mekhong, Grand Royal, and Oishi Green Tea.
In its 1H24 results update, sales revenue remained flat at -0.4% YoY amidst a challenging economic condition, however all business segments showed satisfactory growth in EBITDA from ef...
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$ThaiBev (Y92.SG)$ up up and away
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$ThaiBev (Y92.SG)$
https://www.theedgesingapore.com/capital/brokers-calls/dbs-lowers-thaibevs-tp-75-cents-says-valuation-unjustifiably-low $ThaiBev(Y92.SI) DBS Group Research analysts Andy Sim and Chee Zheng Feng remain positive on Thai Beverage Y92 2.86% (ThaiBev), which the analysts call the “undisputed market leader [of beverages] in Southeast Asia (SEA). “Its portfolio of alcoholic and nonalcoholic brands includes Chang, Saigon Beer, Hong Thong, Mekhong, Grand Royal, and Oishi green tea, amon...
https://www.theedgesingapore.com/capital/brokers-calls/dbs-lowers-thaibevs-tp-75-cents-says-valuation-unjustifiably-low $ThaiBev(Y92.SI) DBS Group Research analysts Andy Sim and Chee Zheng Feng remain positive on Thai Beverage Y92 2.86% (ThaiBev), which the analysts call the “undisputed market leader [of beverages] in Southeast Asia (SEA). “Its portfolio of alcoholic and nonalcoholic brands includes Chang, Saigon Beer, Hong Thong, Mekhong, Grand Royal, and Oishi green tea, amon...
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$Kep Infra Tr (A7RU.SG)$
$Kep Infra Tr(A7RU.SI) ...DBS, 3/11/2023
03 Nov 2023
Makes a statement under new CEO with special dividend bonanza
- Special distribution of 2.33Scts in 3Q23 catches us by surprise; represents 7.5% return in near term when combined with base distribution of 0.97Scts for 3Q23
- Special distribution is driven by successful value creation at key assets like Ixom and CityEnergy, which enabled management to upsize credit facilities on refinancing and share part of these capi...
$Kep Infra Tr(A7RU.SI) ...DBS, 3/11/2023
03 Nov 2023
Makes a statement under new CEO with special dividend bonanza
- Special distribution of 2.33Scts in 3Q23 catches us by surprise; represents 7.5% return in near term when combined with base distribution of 0.97Scts for 3Q23
- Special distribution is driven by successful value creation at key assets like Ixom and CityEnergy, which enabled management to upsize credit facilities on refinancing and share part of these capi...
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$ManulifeReit USD (BTOU.SG)$ some entities dumped 1.4 millions shares today at 1500 hrs
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