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Nothing to do with MINT. They are a REIT, not a DC builder.
dontbetray ( Date: 04-Jun-2025 20:34) Posted:
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The $500M StarGate announement was in the early days of the new US Admin - when all the big names wanted to be the 1st to be on the good side of the new boss man .. known for his vindictiveness. Funding, personnel and infrastructure building in the age of tariffs and immigration crackdown is no joke. They will play for time and watch how the wind blows.
dontbetray ( Date: 04-Jun-2025 20:34) Posted:
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for record, i hope bindery is reading too
ceo also bought the share too
ceo also bought the share too
Delvyss ( Date: 27-May-2025 09:32) Posted:
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leemakkie ( Date: 04-Jun-2025 16:03) Posted:
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The scale is out of this world.
A 1 Gigawatt site is not a building. It is a super-cluster which is 20x of Singtel Tuas. Singtel' s entire DC plan is only 1/4 Gigawatt and that is spread across Southeast Asia.
A 1 Gigawatt site is not a building. It is a super-cluster which is 20x of Singtel Tuas. Singtel' s entire DC plan is only 1/4 Gigawatt and that is spread across Southeast Asia.
Delvyss ( Date: 29-May-2025 09:17) Posted:
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No coverage on this counter.
IMO, quite beaten down from all the short term doom and gloom.
NAV is $1.72
With min. 2 rate cuts in FY2025, i think $1.91 is a fantastic entry price.
At this price, even a 10% drop in distributable income = 6.36% per annum
IMO, quite beaten down from all the short term doom and gloom.
NAV is $1.72
With min. 2 rate cuts in FY2025, i think $1.91 is a fantastic entry price.
At this price, even a 10% drop in distributable income = 6.36% per annum
Stargate alliance makes short list of states for data center buildout
https://www.axios.com/2025/02/06/stargate-openai-states-data-center-buildout
States chase OpenAI' s $100 billion AI American Dream
https://www.washingtonpost.com/technology/2025/05/10/stargate-openai-data-centers-states/
$2 today?
nice ... tp 2.60
Delvyss ( Date: 27-May-2025 16:29) Posted:
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Mapletree Industrial Trust stays defensive, resilient amid global uncertainties
DBS Group Research maintains &lsquo buy&rsquo call with target price of S$2.60
https://www.businesstimes.com.sg/companies-markets/mapletree-industrial-trust-stays-defensive-resilient-amid-global-uncertainties
4 Singapore Data Centre REITs That Should Benefit from the AI Investment Boom
https://thesmartinvestor.com.sg/4-singapore-data-centre-reits-that-should-benefit-from-the-ai-investment-boom/
The Stargate Project: Trump Touts $500 Billion Bid For AI Dominance
https://www.forbes.com/sites/moorinsights/2025/01/30/the-stargate-project-trump-touts-500-billion-bid-for-ai-dominance/dontbetray ( Date: 26-May-2025 14:14) Posted:
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yes for his stargate project, A.I. Infrastructure and A.I. Mandate
Delvyss ( Date: 23-May-2025 09:59) Posted:
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Mapletree trio may be bottoming synchronously. Is it coincidental?
Mapletree Industrial Trust
On May 20, Mapletree Industrial Trust Management non-executive chairman Cheah Kim Teck acquired 100,000 units of Mapletree Industrial Trust (MIT) at S$1.93 per unit. This increased his direct interest in the Reit to 350,000 units or 0.01 per cent. His preceding acquisition was in September 2022 with 100,000 units acquired at S$2.47 per unit.
On May 19, chief executive officer and executive director Lily Ler also increased her MIT deemed interest by 75,000 units at S$1.94 per unit. On May 16, the manager of MIT proposed a divestment of three Singapore industrial properties which supports its strategy of recycling capital into higher-value opportunities while enhancing portfolio resilience.
Post-divestment, Singapore will still represent approximately 44.4 per cent of MIT&rsquo s assets under management. Pending re-investment, the approximate S$523.8 million proceeds will be used to repay borrowings, lowering leverage and interest costs.
Good rationale
moron101 ( Date: 23-May-2025 11:27) Posted:
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MIT, MLT, CapLAsendasR, FLCT..etc. targeted.
Delvyss ( Date: 23-May-2025 09:59) Posted:
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Trump-era policies with the latest One Big Beautiful Bill may see following gaining traction:
- Industrial/Logistics REITs
- Infrastructure REITs
Imagine this: Mapletree management decides to sell HK Festival mall, China office and Japan assets for MPACT and sell US non performing assets that is causing problems for MIT. Do you think both share price will rocket or tank? Compare to MPACT sold Anson and now MIT announcing selling the 3 singapore assets.