Keppel Infrastructure Trust Beheer
Beheer criteriumcontroles 3/4
De CEO Keppel Infrastructure Trust is Kevin Neo, benoemd in Oct2023, heeft een ambtstermijn van 2.75 jaar. De totale jaarlijkse vergoeding van { bedraagt SGD 1.31M, bestaande uit 32% salaris en 68% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.016% van de aandelen van het bedrijf, ter waarde SGD 501.52K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.6 jaar en 3.4 jaar.
Belangrijke informatie
Kevin Neo
Algemeen directeur
S$1.3m
Totale compensatie
| Percentage CEO-salaris | 32.00% |
| Dienstverband CEO | 2.8yrs |
| Eigendom CEO | 0.02% |
| Management gemiddelde ambtstermijn | 5.6yrs |
| Gemiddelde ambtstermijn bestuur | 3.4yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Jun 25
A7RU: Fair Value Should Hold As UBS Buy Rating Supports Concession Assets
Analysts have nudged their SGD fair value estimate for Keppel Infrastructure Trust slightly higher to SGD0.582 from SGD0.5775, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E, as well as fresh Street research that highlights the trust's portfolio of long-term concession-backed and cost pass-through infrastructure assets and an external price target of SGD0.60. What's in the News Keppel Infrastructure Trust has scheduled a Special or Extraordinary Shareholders Meeting for Jun 18, 2026, at 14:30 Singapore Standard Time at Suntec Singapore Convention & Exhibition Centre, Summit 1, Level 3, 1 Raffles Boulevard, Singapore 039593.Narratiefupdate • Jun 04
A7RU: Fair Value Will Stay Steady As Margins And P/E Assumptions Shift
Analysts have kept their SGD fair value estimate for Keppel Infrastructure Trust steady at SGD0.58, with only minor model adjustments, as they factor in a lower profit margin outlook alongside a higher future P/E multiple assumption. What's in the News Keppel Infrastructure Trust has scheduled a Special or Extraordinary Unitholders Meeting for 18 Jun 2026 at 14:30 Singapore Standard Time.Narratiefupdate • May 14
A7RU: Fair Value Will Remain Steady As Risk And Earnings Assumptions Shift
Analysts have nudged their SGD fair value estimate for Keppel Infrastructure Trust from SGD0.57 to SGD0.58, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that slightly adjust the overall risk and earnings profile. Valuation Changes Fair Value: revised from SGD0.57 to SGD0.58, nudged higher by about 2%.Narratiefupdate • Apr 26
A7RU: Fair Value Will Stay Steady As Assumptions Are Slightly Tightened
Analysts have kept their SGD fair value estimate for Keppel Infrastructure Trust steady at about SGD0.57 per unit. They cite small adjustments to discount rate assumptions and slightly lower projected revenue growth, while leaving profit margin and future P/E expectations broadly unchanged.Narratiefupdate • Apr 10
A7RU: Fair Value Will Remain Steady As Assumptions Are Refined
Analysts have kept their fair value estimate for Keppel Infrastructure Trust steady at SGD0.57, with a slightly lower discount rate and modest tweaks to long term revenue growth, profit margin and future P/E assumptions shaping this latest price target view. Valuation Changes Fair Value: SGD0.57 is unchanged, indicating no revision to the overall fair value estimate for Keppel Infrastructure Trust.Narratiefupdate • Mar 26
A7RU: Fair Value Will Stay Steady While Assumptions Support Future Upside
Analysts kept their SGD fair value estimate for Keppel Infrastructure Trust broadly unchanged at about SGD 0.57, citing only minor tweaks to inputs such as the discount rate, revenue growth, profit margin and the assumed future P/E multiple. Valuation Changes Fair Value: SGD 0.57 remains unchanged, indicating no material revision to the overall valuation anchor.Narratiefupdate • Mar 11
A7RU: Fair Value Will Stay Steady As Core Assumptions Are Refined
Analysts have kept their SGD fair value estimate for Keppel Infrastructure Trust steady at about SGD0.57 per unit. They cite modest tweaks to inputs such as a slightly lower discount rate, marginally higher revenue growth, and a small adjustment to forward P/E assumptions that largely offset each other in their price target models.Narratiefupdate • Feb 25
A7RU: Fair Value Will Remain Steady As Key Assumptions Are Fine Tuned
Analysts have left their fair value estimate for Keppel Infrastructure Trust broadly unchanged at about SGD0.57 per unit. This reflects only minor tweaks to inputs such as the discount rate and assumed future P/E that fine tune, rather than overhaul, their previous price target rationale.Narratiefupdate • Feb 11
A7RU: Fair Value Will Stay Steady As Earnings Assumptions Shift Marginally
Analysts have lifted their price target on Keppel Infrastructure Trust to reflect an updated fair value of $0.57. The change is linked to revised assumptions for revenue growth, profit margins, discount rate and a lower future P/E multiple.Analyseartikel • Feb 09
Keppel Infrastructure Trust (SGX:A7RU) Is Due To Pay A Dividend Of SGD0.0197
The board of Keppel Infrastructure Trust ( SGX:A7RU ) has announced that it will pay a dividend of SGD0.0197 per share...Analyseartikel • Feb 05
Keppel Infrastructure Trust Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Keppel Infrastructure Trust ( SGX:A7RU ) last week reported its latest annual results, which makes it a good time for...Narratiefupdate • Jan 27
A7RU: Fair Value Will Stay Steady As Assumptions Shift Marginally
Analysts have slightly raised their price target for Keppel Infrastructure Trust, reflecting marginally lower assumed discount rates as well as modest adjustments to long term revenue growth, profit margins and future P/E expectations in their models. Valuation Changes Fair Value: The fair value estimate remains unchanged at 0.5 in the updated model.Narratiefupdate • Jan 11
A7RU: Fair Value Will Remain Steady Ahead Of 2025 Extraordinary Meeting
Analysts have slightly reduced their price target for Keppel Infrastructure Trust. This reflects small adjustments to assumptions on discount rate, revenue growth, profit margin and future P/E, while keeping their fair value estimate broadly unchanged.Narratiefupdate • Dec 25
A7RU: Fair Value Will Remain Steady As Risk Profile Eases Slightly
Analysts have slightly increased their price target on Keppel Infrastructure Trust to reflect a modest improvement in the implied discount rate and incremental refinements to long term revenue growth, profit margin and future P or E assumptions. This has resulted in a new fair value estimate in line with updated cash flow forecasts.Narratiefupdate • Dec 11
A7RU: Fair Value Outlook Will Remain Steady Amid Slight Risk Repricing
Analysts have nudged their price target on Keppel Infrastructure Trust slightly higher to reflect a modestly lower discount rate used in their valuation models, which suggests a marginal uplift in the trust's perceived fair value. What's in the News A special and extraordinary unitholders meeting is scheduled for November 11, 2025, at 10:30 a.m. Singapore time to consider key resolutions affecting Keppel Infrastructure Trust (Key Developments).Narratiefupdate • Nov 27
A7RU: Fair Value Outlook To Remain Stable Amid Profit Margin Improvement
Analysts have revised their fair value estimate for Keppel Infrastructure Trust upward from $0.46 to $0.50. This change reflects improved expectations for revenue growth and profit margins.Narratiefupdate • Oct 23
Analysts Maintain Keppel Infrastructure Trust Fair Value Target as Profit Margin Outlook Improves
Analysts have maintained their fair value estimate for Keppel Infrastructure Trust at $0.46. They cite improved profit margin outlooks and a lower projected future price-to-earnings ratio as the basis for their unchanged price target.Narratiefupdate • Oct 09
Digital Trends And Acquisitions Will Diminish Future Margins
Analysts have lowered their price target for Keppel Infrastructure Trust from $0.48 to $0.46, citing a moderation in revenue growth expectations. This change comes despite improved profit margins and a slight decrease in the discount rate.Analyseartikel • Aug 27
Keppel Infrastructure Trust's (SGX:A7RU) Share Price Could Signal Some Risk
Keppel Infrastructure Trust's ( SGX:A7RU ) price-to-earnings (or "P/E") ratio of 18.6x might make it look like a sell...Analyseartikel • Aug 06
These 4 Measures Indicate That Keppel Infrastructure Trust (SGX:A7RU) Is Using Debt Extensively
SGX:A7RU 1 Year Share Price vs Fair Value Explore Keppel Infrastructure Trust's Fair Values from the Community and...
Nieuw narratief • Apr 27
Acquisitions And Renewable Investments Will Create Future Opportunities
Strategic acquisitions and expansion into renewable assets are expected to drive revenue growth and enhance cash flow through long-term contracts and improved EBITDA margins.Analyseartikel • Mar 05
Keppel Infrastructure Trust's (SGX:A7RU) Intrinsic Value Is Potentially 39% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Keppel Infrastructure Trust fair value estimate is S$0.59...Analyseartikel • Feb 10
Keppel Infrastructure Trust's (SGX:A7RU) Anemic Earnings Might Be Worse Than You Think
The subdued market reaction suggests that Keppel Infrastructure Trust's ( SGX:A7RU ) recent earnings didn't contain any...Analyseartikel • May 22
Getting In Cheap On Keppel Infrastructure Trust (SGX:A7RU) Is Unlikely
It's not a stretch to say that Keppel Infrastructure Trust's ( SGX:A7RU ) price-to-sales (or "P/S") ratio of 1.2x right...Analyseartikel • Apr 19
Here's Why Keppel Infrastructure Trust (SGX:A7RU) Has A Meaningful Debt Burden
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Feb 07
Keppel Infrastructure Trust's (SGX:A7RU) Promising Earnings May Rest On Soft Foundations
Keppel Infrastructure Trust's ( SGX:A7RU ) robust earnings report didn't manage to move the market for its stock. We...Analyseartikel • Sep 15
Does Keppel Infrastructure Trust (SGX:A7RU) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analyseartikel • Jun 20
A Look At The Intrinsic Value Of Keppel Infrastructure Trust (SGX:A7RU)
Key Insights The projected fair value for Keppel Infrastructure Trust is S$0.58 based on 2 Stage Free Cash Flow to...Analyseartikel • Feb 01
Keppel Infrastructure Trust's (SGX:A7RU) Dividend Will Be SGD0.0191
The board of Keppel Infrastructure Trust ( SGX:A7RU ) has announced that it will pay a dividend on the 14th of...Analyseartikel • Nov 02
Is There An Opportunity With Keppel Infrastructure Trust's (SGX:A7RU) 34% Undervaluation?
How far off is Keppel Infrastructure Trust ( SGX:A7RU ) from its intrinsic value? Using the most recent financial data...Analyseartikel • Sep 27
Keppel Infrastructure Trust (SGX:A7RU) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Dec 31 2025 | S$1m | S$419k | S$93m |
Compensatie versus markt: De totale vergoeding ($USD 1.01M ) Kevin } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de SG markt ($USD 1.64M ).
Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Kevin te vergelijken met de prestaties van het bedrijf.
CEO
Kevin Neo (45 yo)
2.8yrs
Tenure
S$1,310,700
Compensatie
Mr. Tzu Chao Neo, also known as Kevin, is Chief Executive Officer at Keppel Infrastructure Fund Management Pte. Ltd, Trustee-Manager of Keppel Infrastructure Trust since October 1, 2023. He served as Deput...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chief Executive Officer of Keppel Infrastructure Fund Management Pte. Ltd. | 2.8yrs | S$1.31m | 0.016% SGD 501.5k | |
| Chief Financial Officer of Keppel Infrastructure Fund Management Pte Ltd | 2.1yrs | geen gegevens | geen gegevens | |
| Director of Investor Relations & Sustainability | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Investment - Keppel Infrastructure Fund Management Pte Ltd | no data | geen gegevens | geen gegevens | |
| Advisor | 5yrs | geen gegevens | geen gegevens | |
| Company Secretary of Keppel Infrastructure Fund Management Pte Ltd | 5.6yrs | geen gegevens | geen gegevens | |
| Company Secretary of Keppel Infrastructure Fund Management Pte Ltd | 3.6yrs | geen gegevens | geen gegevens | |
| Head-Regulations & Technical Support Div & Project Director-Special Projects Div -City Gas Pte Ltd | no data | geen gegevens | geen gegevens | |
| Senior Finance Manager of Keppel Infrastructure Fund Management Pte Ltd | 11.2yrs | geen gegevens | geen gegevens | |
| Senior Adviser of Keppel Infrastructure Fund Management Pte Ltd | 16.1yrs | geen gegevens | geen gegevens | |
| Senior Finance Manager of Keppel Infrastructure Fund Management Pte Ltd | 10.3yrs | geen gegevens | geen gegevens | |
| Senior Finance Manager of Keppel Infrastructure Fund Management Pte Ltd | 9.8yrs | geen gegevens | geen gegevens |
5.6yrs
Gemiddelde duur
48yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van A7RU is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.6 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Independent Director of Keppel Infrastructure Fund Management Pte. Ltd. | 3.1yrs | S$86.00k | 0.0061% SGD 192.5k | |
| Independent Chairman of the Board of Keppel Infrastructure Fund Management Pte. Ltd | 2yrs | S$84.38k | 0.0012% SGD 38.6k | |
| Non-Executive Independent Director of Keppel Infrastructure Fund Management Pte. Ltd. | 3.8yrs | S$104.59k | 0.0030% SGD 93.4k | |
| Non-Executive & Non-Independent Director of Keppel Infrastructure Fund Management Pte Ltd | 9.8yrs | S$94.00k | geen gegevens | |
| Independent Non-Executive Director of Keppel Infrastructure Fund Management Pte Ltd | 5.3yrs | S$82.00k | geen gegevens | |
| Non-Executive & Independent Director of Keppel Infrastructure Fund Management Pte. Ltd | 1.4yrs | S$78.53k | 0.00077% SGD 24.1k |
3.4yrs
Gemiddelde duur
61.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van A7RU wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.4 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/12 20:55 |
| Aandelenkoers aan het einde van de dag | 2026/07/10 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Keppel Infrastructure Trust wordt gevolgd door 7 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jialin Li | CGS International |
| Patrick Yau | Citigroup Inc |
| Suvro Sarkar | DBS Bank Ltd |