Keppel DC Reit    Last:2.28   -

Keppel DC Reit

Hehe huat huat......all those manipulative Sssssss could' d hold it anymore.
Will sell some today closing...2.6 seems like a blockade last month if can close above 2.6.... 2.7x should' d be a problem this month

 

long to enjoy?

LONG TO ENJOY!

 

Woah skyrocking. Sad only nibbled a bit below 2.5

 

hopefully up and dpu up too

 

Woah! $2.57 now! Bode well for coming results on 26 July.
 

Lobster      ( Date: 05-Jul-2021 17:09) Posted: Went in at $2.45 last week, today went as high as $2.52, closed at $2.50 And some guys were saying it would go down to $2.20!! Lobster      ( Date: 02-Jul-2021 14:02) Posted: Sometimes it' s a case of some people pushin* down to move in. The black market position is very telling.   Won' t involve if they cannot gain anything big. next week would be interesting, whether I am right to be involved in the dark side of the world.

 

most likely heading back abv 2.60...

 

add to long...div lai liao...

 

Went in at $2.45 last week, today went as high as $2.52, closed at $2.50
And some guys were saying it would go down to $2.20!!

Lobster      ( Date: 02-Jul-2021 14:02) Posted: Sometimes it' s a case of some people pushin* down to move in. The black market position is very telling.   Won' t involve if they cannot gain anything big. next week would be interesting, whether I am right to be involved in the dark side of the world.

 

The management is not too worried about the fluctuations in the REIT&rsquo s earnings post-pandemic.They believe the pandemic has accelerated the adoption of technology and changed the way we learn, work, and shop. They expect the end-user global demand for data centres to maintain post-pandemic. On the other hand, they are proactively engaging with banks to refinance approximately one-tenth of its total debt that will be due by the end of 2021.
Keppel DC REIT enjoys industry tailwinds which will bolster its growth for the foreseeable future. The pandemic has accelerated the adoption of digital habits and the Southeast Asia data centre market is projected to grow 12.9% annually until 2024.

Due to the optimism surrounding the data centre industry, Keppel DC REIT trades at a premium. Based on its FY2020 DPU, its distribution yield is currently at  3.5%. Investors seeking a higher yield may prefer to wait for a better opportunity. At the same time, investors can also reasonably expect the REIT&rsquo s DPU to increase and improve their  yield-on-cost  over the long run.

 

The Singapore government&rsquo s  moratorium  on new data centres in the country bodes well for the REIT&rsquo s existing data centres.  Facebook  also announced its recent partnership with Keppel, Telin, and XL Axiata to build two new subsea cables, namely Echo and Bifrost.The REIT stands to benefit from the enhanced connectivity and low latency from Singapore to the west coast of North America once the cables are completed. The cables also give the REIT a competitive edge compared to its regional peers.

 

The management undertook a number of asset enhancement initiatives (AEIs) in 2020 to further increase the REIT&rsquo s DPU.  These AEIs include the  fit-out works at Keppel DC Singapore 5, and energy efficiency and power capacity works at Keppel DC Dublin 1. This increased their occupancy rates for Keppel DC Singapore 5 and Keppel DC Dublin 1 from 84.2% and 65.7% in 2019 to 100% and 81.2% in 2020 respectively.

In  Q1 2021, fit-out works at DC1 were also completed while some unutilised space at Keppel DC Dublin 2 was converted into a data hall for a client. DC1 is fully leased to 1-Net Singapore via a  triple-net lease.  The  REIT&rsquo s portfolio occupancy stood at 97.8% in 2020 while its long weighted average lease expiry of 6.8 years gives unitholders strong income stability.

 

Listed in 2014, Keppel DC REIT is the first pure-play data centre REIT listed in Asia and on the Singapore Exchange. As of December 2020, it owns 19 data centres in eight countries across Asia Pacific and Europe with the entire portfolio valued at $3.0 billion.

The REIT is one of the companies that actually benefited from the COVID-19 pandemic and delivered a better year-on-year performance in 2020. The pandemic has spurred the digital transformation in our everyday lives ranging from remote working to video streaming. The corresponding surge in internet traffic further reinforces the strong demand for data centres.

 

Come on guys, it' s in data logistics! How bad can it be?!can you really catch the bottom? I' ll follow it all the way, down even, since signal to accumulate is there...

Keppel DC REIT oversold

Keppel DC REIT  is at a one-year low. Technically, it broke below the twice-tested $2.53 level, indicating a downside of $2.33. At present, short term indicators are sufficiently oversold to trigger a rebound, and minor support at $2.40 could also lead to a bounce. Resistance for the bounce is at $2.53. Its 1HFY2021 results due out later this month, could shed more light into the sell-down. By then, prices could have bottomed.

 

 

i think you shouldnt buy in more and wait.

The trade volume abit unusual..

47m worth being traded yesterday..

2nd most value stock for friday..

 

hoyhey      ( Date: 03-Jul-2021 09:50) Posted: Bought some at around 2.48 but it keeps dropping (

 

Bought some at around 2.48 but it keeps dropping (

 

Sometimes it' s a case of some people pushin* down to move in.
The black market position is very telling.   Won' t involve if they cannot gain anything big.
next week would be interesting, whether I am right to be involved in the dark side of the world.

 

I bought ard 2.51, past few day they keep blocking even though people are trying to buy up. They can definitely wait awhile to sell higher if they want...so only 2 scenerio for me, either they know something that we don' t and they are frontrunning or they are hard stuck shorting it cause not enough people queuing offer for them to buy back and theu will have to push down till people fold and queue to sell. You see the offer everyday around 300-400lots only. Let' s wait and see, will add if close above 2.50.

 

The slide actually started with some insiders selling a chunk of its shares, but that' s was ages ago, like one month I think.
but the good thing, is such insider can only sell if there' s   NO bad news, otherwise they are contravening SGX rules. 
so I am confident of the black market advice to move in. Maybe another one or two cents drop, that' s all.
Then Next week would be a good watch.

 

Was asked to go in, so I grab some at $2.45.
heard there' s some corporate movement going to happen. But I feel it is not going to be bad
 

 

Poem research gives price as high as $3.2. 
Really look forward.