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Fantastic. STRONG BUY on opening tomorrow.
ssw518 ( Date: 17-Feb-2025 08:57) Posted:
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https://www.businesstimes.com.sg/property/singapore-business-parks-hit-highest-vacancy-14-years-savills
Don't know if relevant
data center besides the basic of protection from fire, flood and power outages. think power is a main concerned. like singapore not able to have more data centers as no enough electicity. not to forget that datacenter being hot business others are also building new ones with better things. so not wrong for the report to say older one has some limitation to competitions.
however the reported price of 190 is over pessimistic as the current rent are low. no do datacenter can convert to others. and they already have success in one.
one report that projected the most pessimistic case of the 3 data centers not likely renewed and cannot find replacement tenants also have 13.2 centes dividend. at reinvest dividend price of 210 cents that will give 13.2/210 = 6.28% . if price really drop to 190 will give yield of 13.2/190 = 6.9%.
How China&rsquo s DeepSeek could boost the already booming data center market
https://www.cnbc.com/2025/02/14/how-chinas-deepseek-could-boost-the-already-booming-data-center-market.html
beng1102 ( Date: 08-Feb-2025 10:55) Posted:
More player means need more data centre. " A " data centre hosting service" refers to a service where a company provides physical space within their data centre to store and manage a client' s servers and IT equipment, allowing them to access their data and applications through a secure network connection, essentially " hosting" their data in a highly reliable and controlled environment with features like power redundancy, cooling systems, and security measures often used by businesses requiring high availability and scalability for their critical data and applications. "
petson ( Date: 28-Jan-2025 08:34) Posted:
can deepseek disrupt data centre?
dydd |
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That simply mean strong on the U Turn.
seanpent ( Date: 12-Feb-2025 15:51) Posted:
Just a recap, Keppel DC Reit previous downgrades:
- Jan 24 https://www.theedgesingapore.com/capital/brokers-calls/analysts-lower-tps-keppel-dc-reit-cgs-cimb-downgrades-hold
- Feb 24 https://www.theedgesingapore.com/capital/brokers-calls/phillipcapital-downgrades-keppel-dc-reit-accumulate-lowers-tp-186
Keppel DC Reit' s Feb 2024 low - $1.58 ?
Today $2.18 ? |
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Just a recap, Keppel DC Reit previous downgrades:
- Jan 24 https://www.theedgesingapore.com/capital/brokers-calls/analysts-lower-tps-keppel-dc-reit-cgs-cimb-downgrades-hold
- Feb 24 https://www.theedgesingapore.com/capital/brokers-calls/phillipcapital-downgrades-keppel-dc-reit-accumulate-lowers-tp-186
Keppel DC Reit' s Feb 2024 low - $1.58 ?
Today $2.18 ?
Nvidia' s recent 1 week:
3 Feb 25 low - $113
11 Feb 25 close - $133 (10 Feb hit 135)seanpent ( Date: 12-Feb-2025 15:01) Posted:
After several days from the Deepseek selling incident, Nvidia and other AI stocks already climbing back nicely, and likely will continue to climb, probably even hiigher than before later on.
How else can they collect when everyone is holding on to it tightly. Downgrade isn' t it ? Lol.
MIT asset portfolio is getting more interesting with further expansion into data centres, and its hard not to receive attention.
beng1102 ( Date: 12-Feb-2025 14:42) Posted:
| First it was the DeepSeek then u need to talk down to push down further for short selling. Later bottome fishing and talk up the share price again. Left right and center they make |
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After several days from the Deepseek selling incident, Nvidia and other AI stocks already climbing back nicely, and likely will continue to climb, probably even hiigher than before later on.
How else can they collect when everyone is holding on to it tightly. Downgrade isn' t it ? Lol.
MIT asset portfolio is getting more interesting with further expansion into data centres, and its hard not to receive attention.beng1102 ( Date: 12-Feb-2025 14:42) Posted:
First it was the DeepSeek then u need to talk down to push down further for short selling. Later bottome fishing and talk up the share price again. Left right and center they make.
MrBear12 ( Date: 12-Feb-2025 13:50) Posted:
| Fair article.
What many of us here have warned.
If you invest in this you have to be comfortable with longer than expected poor performance.
I suggest we wait and see lah |
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Exactly, this is the game plan.
But to talk up this share, we need some ammo. Like interest rate cut imminent! Like interested party want to do a take over etc ...
But for now, it is going towards 1.95
beng1102 ( Date: 12-Feb-2025 14:42) Posted:
First it was the DeepSeek then u need to talk down to push down further for short selling. Later bottome fishing and talk up the share price again. Left right and center they make.
MrBear12 ( Date: 12-Feb-2025 13:50) Posted:
| Fair article.
What many of us here have warned.
If you invest in this you have to be comfortable with longer than expected poor performance.
I suggest we wait and see lah |
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First it was the DeepSeek then u need to talk down to push down further for short selling. Later bottome fishing and talk up the share price again. Left right and center they make.
MrBear12 ( Date: 12-Feb-2025 13:50) Posted:
Fair article.
What many of us here have warned.
If you invest in this you have to be comfortable with longer than expected poor performance.
I suggest we wait and see lah.
BinderyT ( Date: 12-Feb-2025 13:42) Posted:
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Fair article.
What many of us here have warned.
If you invest in this you have to be comfortable with longer than expected poor performance.
I suggest we wait and see lah.
BinderyT ( Date: 12-Feb-2025 13:42) Posted:
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Fed no hurry to cut rates.
https://www.bloomberg.com/news/newsletters/2025-02-11/fed-chair-jerome-powell-says-fed-isn-t-rushing-to-change-interest-rates
MrBear12 ( Date: 11-Feb-2025 21:45) Posted:
change to downgrade due to poor results and slower interest rate cuts expected.
Like many reits, this one is taking longer than expected to recover. |
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Same dirty tactic to talk down the share price to bottom fishing a massive numbers of shares then talk up the share price again.
luckyguy3 ( Date: 11-Feb-2025 15:53) Posted:
BUT would u want to go against JP Morgan? It has a good track record..
I talking about FLCT.. very accurate.. they say FLCT TP is 85 cents, the share price
of FLCT dropped from $1.x after their report and now around 86 cents
Goldfinger ( Date: 11-Feb-2025 15:46) Posted:
| I would prefer if they gave tangible names and locations of sectors, buildings facing obsolete, tenants indicating they wish to vacate, data of falling US Data Centre demand and usage etc. Else, it is purely conjecture without any basis. |
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the high tech building n business park occupancy rate was dropping to abt 85% n 80% respectively...a concern here beside int rate might hv a 1 cut tis yr only...dyodd
MrBear12 ( Date: 11-Feb-2025 21:45) Posted:
change to downgrade due to poor results and slower interest rate cuts expected.
Like many reits, this one is taking longer than expected to recover. |
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currently at 1 year low
Got some :)
beng1102 ( Date: 11-Feb-2025 21:35) Posted:
Clear they said negative thing in order to short sell for short profit. Who car? Price is going to make a u turn and people are going to STRONG BUY again for the increasing DPU.
ssw518 ( Date: 11-Feb-2025 15:41) Posted:
I also find it funny, ppl are rushing for Data center in US even India, all very
positive about the future then comes this negative comment on it' s data center for MIT
plus they target which is so deep cut for a drop of 4% dpu.
For me I perfer to long MIT
dyod |
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change to downgrade due to poor results and slower interest rate cuts expected.
Like many reits, this one is taking longer than expected to recover.
Clear they said negative thing in order to short sell for short profit. Who car? Price is going to make a u turn and people are going to STRONG BUY again for the increasing DPU.
ssw518 ( Date: 11-Feb-2025 15:41) Posted:
I also find it funny, ppl are rushing for Data center in US even India, all very
positive about the future then comes this negative comment on it' s data center for MIT
plus they target which is so deep cut for a drop of 4% dpu.
For me I perfer to long MIT
dyodd
Goldfinger ( Date: 11-Feb-2025 15:17) Posted:
Is there any substance in the analysis? It is like just opinions and views without any substance or concrete examples.... maybe someone can share the full report....
JPMorgan cuts Mapletree Industrial Trust stock rating to underweight By Investing.com
On Monday, JPMorgan analysts issued a downgrade for Mapletree Industrial Trust (MINT:SP) (OTC: MAPIF) shares, moving from an ' Overweight' rating to ' Underweight.' Accompanying this downgrade is a price target adjustment to SGD1.90, a decrease from the previous SGD2.50 target. The revision comes as the analysts forecast a potential decline in the trust' s distribution per unit (DPU).
The analysts at JPMorgan anticipate a yearly decrease of approximately 4% in DPU over the next two years for Mapletree Industrial Trust. This projection is based on expected vacancies in the trust' s data centers in the United States and Singapore, which could account for 5-6% of its revenue. The new estimates mark a departure from earlier expectations, which had predicted a recovery in FY26 DPU due to positive rental reversions and recent acquisitions in Japan.
Despite the trust having surpassed earnings estimates for the past three quarters and maintaining stable DPU performance for the first nine months of 2025, JPMorgan suggests these factors are overshadowed by the potential decline in DPU. The downgrade reflects concerns over the aging and smaller scale of Mapletree Industrial Trust' s U.S. data centers, as well as the risk of obsolescence, which investors have raised as an increasing challenge.
The lowered price target and rating downgrade reflect a more cautious outlook on Mapletree Industrial Trust' s near-term financial performance. JPMorgan' s analysis indicates that the trust' s current trajectory may not align with the more optimistic views held previously by the market and the firm itself. The report suggests that the trust could face further de-rating if it becomes more difficult to counter the obsolescence risks associated with its properties.
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