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y2jchris Veteran	01-Jul-2021 15:11        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	Long to enjoy   halleluyah      ( Date: 01-Jul-2021 09:17) Posted: philip tp 2.91...
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halleluyah Supreme	01-Jul-2021 09:17        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	philip tp 2.91...
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MARKWONG Senior	30-Jun-2021 18:11        MARKWONG About Contact  Quote this Post!
x 0   x 0  Alert Admin	quite heavy sell, but buy volume also high queue at 2.5 & 2.49.    seems got two big bosses fighting. hopefully long to win.  It is not concluded shortiest at full advantage.    the data biz shall be still at growth in the long term. since the investment in M1 news released, the price keeps droping. not sure if it is due to keppel dc cash out to prepare the funds for SPV or what.
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y2jchris Veteran	30-Jun-2021 13:54        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keep dropping eh. Why ah
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halleluyah Supreme	28-Jun-2021 09:08        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	long some....
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halleluyah Supreme	28-Jun-2021 08:54        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	good px to accumulate...increasing dpu...high occupancy rate...resilient reit.....
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PhillipTan Supreme	28-Jun-2021 08:42        PhillipTan About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Good occupancy for industrial, data centre S-Reits With the support from rental reliefs and government incentives, the average occupancy rate of Singapore' s Reit sector (excluding hospitality Reits) dipped marginally from approximately 96 per cent as at March 31, 2020 to 95 per cent as at March 31, 2021. Pandemic-hit segments such as retail and office S-Reits saw the largest dip in occupancy rates of 2.1 and 1.9 percentages points (ppt) respectively over the year. On the other hand, acceleration of structural trends such as work-from-home (WFH) and e-commerce provided tailwinds for the industrial and data centre segments. These two sub-sectors attained year-on-year growth in average occupancy rates of 1.4 and 3.1 ppt respectively. In addition, 12 of the 15 acquisition announcements made during the first five months of 2021 involved industrial, logistics or data centre assets. Among the nine industrial and data centre Reits listed on the SGX, the three that saw the most improvements in occupancy rates, are AIMS Apac Reit (+6.0 ppt), Keppel DC Reit (+3.1 ppt), Mapletree Industrial Trust (+2.2 ppt). Keppel DC Reit, Singapore' s first and only pure play data centre Reit to be listed, has an occupancy rate of 97.8 per cent as at March 31, 2021. In its most recent business update, the Reit noted that the development of its Intellicentre 3 East Data Centre (IC3 East DC) is progressing as planned and a new 20-year triple net master lease with Macquarie Data Centres for Intellicentre 2 Data Centre and IC3 East DC will commence upon completion of the development. The Reit believes that it is well-positioned for growth as global co-location market and enterprise spending on cloud infrastructure continue to expand. As of March 31, 2021, Mapletree Industrial Trust (MIT) owns 115 properties across six property segments of which data centres comprise 41.2 per cent of its S$6.8 billion asset under management (AUM), up from 31.6 per cent a year ago.
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coolbear123 Senior	25-Jun-2021 22:16        coolbear123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Short to enjoy?
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MARKWONG Senior	25-Jun-2021 18:29        MARKWONG About Contact  Quote this Post!
x 0   x 0  Alert Admin	Really no direction for this stock, not sure if any BB is collecting or offloading. Yet still, the data center biz shall be still up trend in the long term. The pandemic may have delayed some acquisition this year.
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y2jchris Veteran	21-Jun-2021 17:27        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	dont know leh.. now this game.. maybe ahgong also cannot save the situation.. this one need du li ah pek all gods gather.. Every single month covid still around = burn.
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halleluyah Supreme	21-Jun-2021 09:18        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	i see wun privatised SQ wan cos ah kong need own plane fr business travelling.... y2jchris      ( Date: 18-Jun-2021 09:12) Posted: Offload to standby funds for SQ? I guess they probably looking to privatized SQ? How can they take up such pressure...  whisng      ( Date: 13-Jun-2021 16:45) Posted: Temasek still owns 22.9% (375 million shares) of KDC and thus a few million shares sold by Temasek does not concern me. Think Temasek is using the cash to buy in other stocks.  Didn' t see Temasek sell millions, in SGX website, Temasek only offloaded around 339k shares.  Anyway, with the halt in building of Datacentres, KDC existing datacentres can enjoy higher rent when it' s time to renew, as demand of datacentres increase and supply of datacentres decreases in Singapore
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halleluyah Supreme	21-Jun-2021 09:15        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	looks like going to break 2.60 n heading higher as div coming... halleluyah      ( Date: 21-Jun-2021 08:55) Posted: bery huge buying at closing on Fri....yearly increasing dpu....px shld be bottoming....
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halleluyah Supreme	21-Jun-2021 08:55        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	bery huge buying at closing on Fri....yearly increasing dpu....px shld be bottoming....
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y2jchris Veteran	18-Jun-2021 09:15        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	this is huat or no huat?   halleluyah      ( Date: 18-Jun-2021 09:11) Posted: FEAR OF FOMC IS OVER...NO RATE HIKE TILL 2023....DIV 0.04375 JUST NEXT MTH....
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y2jchris Veteran	18-Jun-2021 09:12        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	Offload to standby funds for SQ? I guess they probably looking to privatized SQ? How can they take up such pressure...  whisng      ( Date: 13-Jun-2021 16:45) Posted: Temasek still owns 22.9% (375 million shares) of KDC and thus a few million shares sold by Temasek does not concern me. Think Temasek is using the cash to buy in other stocks.  Didn' t see Temasek sell millions, in SGX website, Temasek only offloaded around 339k shares.  Anyway, with the halt in building of Datacentres, KDC existing datacentres can enjoy higher rent when it' s time to renew, as demand of datacentres increase and supply of datacentres decreases in Singapore. Lobster      ( Date: 01-Jun-2021 13:52) Posted: In case u guys are not aware, Temasick has been unloading recently, by the millions. But the pattern suggests something unusual may be happening, like a rights issue. Not peculiar, but I think they want a low  base for the call, for what logic I don' t know. See if the black market is right. Vested.
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halleluyah Supreme	18-Jun-2021 09:11        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	FEAR OF FOMC IS OVER...NO RATE HIKE TILL 2023....DIV 0.04375 JUST NEXT MTH....
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y2jchris Veteran	18-Jun-2021 09:10        y2jchris About Contact  Quote this Post!
x 0   x 0  Alert Admin	long to enjoy? Dont know why this counter drop like quite crazy little. The biz model should be solid gao gao? There is a few times this reached $3?
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halleluyah Supreme	18-Jun-2021 09:01        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	opportunity to gab...gd resilient reit especially in covid time...
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MARKWONG Senior	17-Jun-2021 19:39        MARKWONG About Contact  Quote this Post!
x 0   x 0  Alert Admin	This counter seems got shortiests pushing down the price. Also can see some BB trying to push up. Do not know who is stronger, hopefully can stand strong before XD. 2.5 key support level.
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halleluyah Supreme	17-Jun-2021 10:34        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	shld be heading back to 2.70-2.75 lvl....div just next mt... halleluyah      ( Date: 17-Jun-2021 10:33) Posted: yesterday...gd presentation abt the outcome....higher dpu....
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