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MrBear12 Supreme	22-Jan-2025 09:04        MrBear12 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.theedgesingapore.com/capital/brokers-calls/maybank-expects-distributions-s-reits-stabilise-2h2025-growth-fy2026
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aragosta Supreme	21-Jan-2025 17:58        aragosta About Contact  Quote this Post!   Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi "
x 0   x 0  Alert Admin	SABANA INDUSTRIAL REIT DECLARES 3.6% Y-O-Y GROWTH IN DISTRIBUTION PER UNIT   OF 2.86 CENTS FOR FY 2024 &bull DPU would have been higher at 3.15 cents if not for approximately 10% of distributable income for FY 2024  being retained for prudent capital management given costs incurred and to be incurred in connection with  the internalisation &bull Declared 2H 2024 DPU of 1.52 cents &bull 2H 2024 Net Property Income increased by 8.9% y-o-y to $30.3 million mainly due to strong positive  rental reversions. NPI for FY 2024 grew to $57.5 million, a 4.5% increase y-o-y &bull Sustained track record of driving double-digit positive rental reversions for four consecutive years
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Delvyss Master	21-Jan-2025 13:18        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	" This increases the Reit&rsquo s data centre investments in Britain by 54 per cent to $569.8 million" https://www.straitstimes.com/business/capitaland-ascendas-reit-buys-fifth-uk-data-centre-for-209-million
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Delvyss Master	21-Jan-2025 13:15        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	" Post-acquisition, MIT&rsquo s portfolio will grow from S$8.8 billion to S$9.3 billion as data centres increase from 53.7 percent of AUM to 56.3 percent." https://www.mingtiandi.com/real-estate/mapletree-industrial-trust-buying-osaka-data-centre/#:~:text=Post%2Dacquisition%2C%20MIT' s%20portfolio%20will,of%20AUM%20to%2056.3%20percent.
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Delvyss Master	21-Jan-2025 13:07        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Keppel DC Reit performance ==> a direction for data center reits
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Delvyss Master	21-Jan-2025 12:47        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you  aragosta      ( Date: 21-Jan-2025 12:43) Posted: Can' t open...... Should be  https://www.dexus.com/dexus-insights/trump-reiturns-how-the-new-president-will-impact-listed-us-property OTHER VIEWS 4 Singapore REITs That Can Supply You with Dividends for Life https://thesmartinvestor.com.sg/4-singapore-reits-that-can-supply-you-with-dividends-for-life/ ​ Singapore REITs Monthly &ndash A better year ahead for S-REITs https://www.stocksbnb.com/reports/singapore-reits-monthly-a-better-year-ahead-for-s-reits/ 24 S-Reits confirm schedule for upcoming earnings season https://www.businesstimes.com.sg/companies-markets/24-s-reits-confirm-schedule-upcoming-earnings-season ​ Larger S-Reits rank among those with highest net retail inflows in 2024 https://www.businesstimes.com.sg/companies-markets/larger-s-reits-rank-among-those-highest-net-retail-inflows-2024   Delvyss      ( Date: 21-Jan-2025 10:21) Posted: Trump REITurns: How the new president will impact listed U.S. property http://Trump REITurns: How the new president will impact listed U.S. property
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aragosta Supreme	21-Jan-2025 12:43        aragosta About Contact  Quote this Post!   Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi "
x 0   x 0  Alert Admin	Can' t open...... Should be  https://www.dexus.com/dexus-insights/trump-reiturns-how-the-new-president-will-impact-listed-us-property OTHER VIEWS 4 Singapore REITs That Can Supply You with Dividends for Life https://thesmartinvestor.com.sg/4-singapore-reits-that-can-supply-you-with-dividends-for-life/ ​ Singapore REITs Monthly &ndash A better year ahead for S-REITs https://www.stocksbnb.com/reports/singapore-reits-monthly-a-better-year-ahead-for-s-reits/ 24 S-Reits confirm schedule for upcoming earnings season https://www.businesstimes.com.sg/companies-markets/24-s-reits-confirm-schedule-upcoming-earnings-season ​ Larger S-Reits rank among those with highest net retail inflows in 2024 https://www.businesstimes.com.sg/companies-markets/larger-s-reits-rank-among-those-highest-net-retail-inflows-2024   Delvyss      ( Date: 21-Jan-2025 10:21) Posted: Trump REITurns: How the new president will impact listed U.S. property http://Trump REITurns: How the new president will impact listed U.S. property
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Delvyss Master	21-Jan-2025 10:21        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Trump REITurns: How the new president will impact listed U.S. property http://Trump REITurns: How the new president will impact listed U.S. property
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seanpent Supreme	21-Jan-2025 10:08        seanpent About Contact  Quote this Post!
x 1   x 0  Alert Admin	Guess some still attempting to range trade, not realising a gradual higher highs pattern forming
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aragosta Supreme	20-Jan-2025 16:48        aragosta About Contact  Quote this Post!   Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi "
x 0   x 0  Alert Admin	REITS/TRUSTS WITH DATA CENTRES PLAY CLINT signs deal with ' global hyperscaler' for data centre under development ​ https://www.theedgesingapore.com/news/reits/clint-signs-deal-global-hyperscaler-data-centre-under-development India' s data centre industry set for massive growth with AI, 5G, and cloud adoption https://economictimes.indiatimes.com/news/india/indias-data-centre-industry-set-for-massive-growth-with-ai-5g-and-cloud-adoption/articleshow/115539885.cms AIMS APAC REIT: Riding high on strategic growth and prudent capital management. https://www.theedgesingapore.com/bdc-featured-winners/billion-dollar-club-2024/aims-apac-reit-riding-high-strategic-growth-and Digital Core REIT - Pure-Play Data Centre S-REIT https://digitalcorereit.com/overview/default.aspx UOB Kay Hian ups Digital Core REIT&rsquo s TP to 99 US cents, says positive developments were ' overlooked' https://markets.businessinsider.com/news/stocks/strong-buy-recommendation-for-digital-core-reit-driven-by-strategic-acquisitions-and-increased-revenue-potential-1034209383  CapitaLand Ascendas REIT: Rate Cuts And Data Center Growth Are Positives https://seekingalpha.com/article/4725041-capitaland-ascendas-reit-rate-cuts-and-data-center-growth-are-positives ESR-REIT divests Tuas industrial property at 1.5% premium to valuation https://www.reitsweek.com/2025/01/esr-reit-divests-tuas-industrial-property-at-1-5-premium-to-valuation.html ESR REIT Estimated To Be Trading 31% Below Intrinsic Value https://sg.finance.yahoo.com/news/3-stocks-estimated-trading-46-070214045.html  Frasers Logistics & Commercial Trust: Buy Rating Affirmed Amidst Strong Growth Potential and Financial Resilience https://markets.businessinsider.com/news/stocks/frasers-logistics-commercial-trust-buy-rating-affirmed-amidst-strong-growth-potential-and-financial-resilience-1034188742 Keppel DC REIT divests Basis Bay Data Centre in Cyberjaya at 2.6% above valuation https://theedgemalaysia.com/node/739797 Keppel DC REIT: Equity fund raising will improve proforma aggregate leverage to 33.3%. Upgrade from Hold to Add with a higher DDM-based TP of S$2.48. https://rfs.cgsi.com/api/download?file=092a3c61-44b3-4534-924d-d1c85575143d CICT and Mapletree Industrial Trust in focus: Weekly Review with SIAS https://growbeansprout.com/weekly-market-review-6-jan-2025 Mapletree Industrial Trust: Performance boosted mainly by Osaka DC. Reiterate Add with an unchanged DDM-based TP of S$2.82 https://rfs.cgsi.com/api/download?file=7db746ad-5c13-48bd-babd-7237eca3570f Data Centres: Malaysia' s Next Frontier https://theedgemalaysia.com/node/739431 aragosta      ( Date: 16-Jan-2025 09:44) Posted: I say again .....  if not now, then when?..... seldom, I alert ppl, when bm is in accumulating mode...... that said, follow the bigots.......   go big on those big on those data Centers and AI theme.... and then wait in that respect, go for CLAR, KDC, FLCT, MIT, maybe DIGI.... they will be first to move....... anyway, I only repeat what I heard
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Delvyss Master	20-Jan-2025 11:05        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Positive and energizing event  aragosta      ( Date: 16-Jan-2025 15:31) Posted: Beware! When this data-centre theme gaint is listed here, it will lift every REIT that is associated with data centres..... it will create a kind of mad euphoria for this type of reit like no other, as always the case whenever there' s an IPO related to the same type of business or industry....... NTT SAID TO SECURE BANKS FOR $1B SINGAPORE DATA CENTRE REIT Asia' s data centre boom could bring the Singapore Exchange (SGX) its biggest initial public offering (IPO) since 2021, as  one of the world&rsquo s largest data centre providers  is reportedly moving forward with plans for a real estate investment trust (REIT) offering in the  IPO-hungry  bourse. Japan' s   Nippon Telegraph & Telephone Corp (NTT) has enlisted Bank of America and UBS to help arrange a $1 billion data centre REIT listing in Singapore,  sources told Reuters. Should NTT' s Singapore IPO materialise, with the report indicating that it could be on the way in the second half of 2025, it would rank as the largest debut on the SGX since 2021. https://www.mingtiandi.com/real-estate/data-centres/ntt-said-to-secure-banks-for-1b-singapore-data-centre-reit/
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Delvyss Master	20-Jan-2025 10:57        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mapletree Pan Asia Commercial Trust (SGX:N2IU) Intrinsic Value: Projected FCF  : S$2.13 (As of Jan. 19, 2025) https://www.gurufocus.com/term/intrinsic-value-projected-fcf/SGX:N2IU
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Delvyss Master	20-Jan-2025 10:55        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	OUE Real Estate Investment Trust (SGX:TS0U) Intrinsic Value: Projected FCF  : S$0.73 (As of Jan. 19, 2025) https://www.gurufocus.com/term/intrinsic-value-projected-fcf/SGX:TS0U
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Delvyss Master	20-Jan-2025 10:53        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	MAPGF (Mapletree Logistics Trust) Intrinsic Value: Projected FCF  : $1.61 (As of Jan. 19, 2025) https://www.gurufocus.com/term/intrinsic-value-projected-fcf/MAPGF
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Delvyss Master	20-Jan-2025 10:50        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	CapitaLand Ascendas REIT (SGX:A17U) Intrinsic Value: Projected FCF  : S$3.50 (As of Jan. 19, 2025) https://www.gurufocus.com/term/intrinsic-value-projected-fcf/SGX:A17U
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aragosta Supreme	19-Jan-2025 11:52        aragosta About Contact  Quote this Post!   Yells: "(1) karma0883=DS=DB=GS=LR55=HW=jinxeagle (2) BT=yogi "
x 0   x 0  Alert Admin	NEWS IN JANUARY  Mapletree Logistics Trust to divest Tuas asset at 39.8% premium to valuation https://www.reitsweek.com/2025/01/mapletree-logistics-trust-to-divest-tuas-asset-at-39-8-premium-to-valuation.html ESR-REIT divests Tuas industrial property at 1.5% premium to valuation https://www.reitsweek.com/2025/01/esr-reit-divests-tuas-industrial-property-at-1-5-premium-to-valuation.html Will Frasers Centrepoint Trust Raise Its DPU for FY2025?https://thesmartinvestor.com.sg/will-frasers-centrepoint-trust-raise-its-dpu-for-fy2025/ Former Sabana Reit director Charlie Chan, other unitholders requisition EGM seek to conduct ' price discovery' on assets https://www.businesstimes.com.sg/companies-markets/former-sabana-reit-director-charlie-chan-other-unitholders-requisition-egm-seek-conduct-price The five-year shareholder returns and company earnings persist lower as Mapletree Pan Asia Commercial Trust stock falls a further 3.2% in past week. Opportunity to add ​ https://simplywall.st/stocks/sg/real-estate/sgx-n2iu/mapletree-pan-asia-commercial-trust-shares/news/the-five-year-shareholder-returns-and-company-earnings-persi-344
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Delvyss Master	17-Jan-2025 12:41        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	MIT also in the data centre league: " Mapletree Industrial Trust buys Osaka data centre for $503.8m, to raise $200m via new units" https://www.straitstimes.com/business/mapletree-industrial-trust-buys-osaka-data-centre-for-5079m-to-raise-200m-via-new-units
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seanpent Supreme	17-Jan-2025 12:37        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree.  MrBear12      ( Date: 17-Jan-2025 11:48) Posted: Looks increasingly so. Maybe a first stop at an orbiting station first before interest rates come down significantly for net profits to increase. As for data centre Reits, they may fetch a high price once IPO. But once the hype is over, we may catch lower prices. Watch and see... ... seanpent      ( Date: 17-Jan-2025 09:15) Posted: S Reits to the moon ?
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MrBear12 Supreme	17-Jan-2025 11:48        MrBear12 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks increasingly so. Maybe a first stop at an orbiting station first before interest rates come down significantly for net profits to increase. As for data centre Reits, they may fetch a high price once IPO. But once the hype is over, we may catch lower prices. Watch and see... ... seanpent      ( Date: 17-Jan-2025 09:15) Posted: S Reits to the moon ?
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Delvyss Master	17-Jan-2025 09:26        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unleashing the Power of Data Centres https://www.capitaland.com/en/lease/data-centres.html
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