Keppel DC Reit    Last:2.28    +0.02

Keppel DC Reit

Long to enjoy
 

halleluyah      ( Date: 01-Jul-2021 09:17) Posted: philip tp 2.91...

 

philip tp 2.91...

 

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.   

 

Keep dropping eh.

Why ah

 

long some....

 

good px to accumulate...increasing dpu...high occupancy rate...resilient reit.....

 

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.


 

 

Short to enjoy?

 

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.

 

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.

 

 

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

 

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....

 

bery huge buying at closing on Fri....yearly increasing dpu....px shld be bottoming....

 

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....

 

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.

 

FEAR OF FOMC IS OVER...NO RATE HIKE TILL 2023....DIV 0.04375 JUST NEXT MTH....

 

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?

 

 

opportunity to gab...gd resilient reit especially in covid time...

 

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.

 

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....