Benny Khoo's comment on KIPREIT. All Comments

Benny Khoo
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I think KIPREIT's market cap has increased considerably to ~702m jumps from the previous ~550m while maintaining a dividend yield of ~7%, average book value per share is at 0.83x

https://www.thestar.com.my/business/business-news/2025/01/24/kip-reit-gets-nod-for-rm98mil-property-purchases
Upon completion, KIP-REIT’s property portfolio value is projected to reach an estimated RM1.5bil, with the total net lettable area expanding to 3.1 million sq ft.
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Benny Khoo
Total shareholdings have increased to ~799m. Does anyone know when the stock dilution stops?
1 Like · 3 weeks · translate
Edison Cheah
it won't stop as it's on high gearing..
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1 Like · 3 weeks · translate
Muzn Haruun
But it won't dilute its dividend payout
1 Like · 1 week · translate
Benny Khoo
how about the stock price movement?
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Benny Khoo
Total shareholder return (TSR) is a metric that measures the total gain or loss for shareholders who own a company's stock. It's calculated by adding the capital gains from price increases to the dividends paid out. TSR is expressed as an annualized percentage.
How is TSR calculated?
- Opening share price: The initial value of the shares
- Dividends: The amount of dividends paid out to shareholders
- Capital gains: The increase in the value of the shares
- Capital returned: Any amount returned to shareholders
- Capital paid in: Any additional amount paid in by shareholders
- Closing share price: The final value of the shares
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Muzn Haruun
Those are the TSR formula ...?
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Benny Khoo
Hi Muzn,
I think it is this link https://www.investopedia.com/terms/t/tsr.asp
Like · 15 hours · translate
Benny Khoo
Pros
Simple to calculate, easy to understand
More complete evaluation of investment's worth
Easy to compare to other companies or benchmarks
Good gauge of long-term performance

Cons
Limited to past performance, no sense of future returns
Sensitive to stock market performance, like nearly any metric
Doesn't reflect size of investment
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Benny Khoo
A mixture of sentiments and dividends paid
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