| Latest Forum Topics / Keppel DC Reit Last:2.26 -- |
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Keppel DC Reit
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Ling9345
Master |
02-Jun-2022 16:29
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Don't worry, up trend stock,down just because everyone is down 🤑 🤑 🤑 🤑 🤑 | ||||
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Stocky901
Supreme |
02-Jun-2022 15:16
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2.0 broken. More downsides ahead. 😵 😵 | ||||
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newbie19
Supreme |
02-Jun-2022 14:46
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Maybe..
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john_ric
Supreme |
02-Jun-2022 14:36
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U turn back to 1.9x | ||||
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miaomead
Member |
01-Jun-2022 20:13
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thanks all inputs. does keppel dc reits worth long time holding ? seems that some reits are also venturing into DC business | ||||
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kiseki_2818
Master |
31-May-2022 10:17
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future rate hike may not be as high as previously expected.
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miaomead
Member |
30-May-2022 15:40
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any reason for today' s bounce back ? | ||||
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kiseki_2818
Master |
30-May-2022 09:54
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hmm...then when rate hikes never hike as expected or never hike as expected rate. Then chiong up?? hiak, the world is full of surprise. may the world have more peace, and the energy cost go lower. huat huat.
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chengwh1
Elite |
13-May-2022 17:12
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Decided to take my profit today and disposed all at 1.96. The potential dividends that can be collected will have to be for a few years to match the profit that I have realized today. It is risky to hold this in this environment. Will reserve cash to other counters as th rate hikes continue to unfold. Thank you, KDC REIT,.... |
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lol123
Member |
13-May-2022 12:59
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LOL from the highs of $3 to sub $2, and rate hikes, higher electricity prices etc should all be priced it. Is this just following NASDAQ price action for fun? Earnings didn' t look too bad either. | ||||
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miaomead
Member |
12-May-2022 14:46
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what the hell is this reits happening ??? something we do not know ? | ||||
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uiop1223
Supreme |
12-May-2022 13:10
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Nope. Its expectation that more rate hikes needed
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erhaier
Senior |
12-May-2022 12:46
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this is now a Tech sell off proxy? | ||||
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des_khor
Supreme |
12-May-2022 11:59
Yells: "Tell me who is God or Market Fortune Teller in this forum ??" |
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Rate hike already priced n long ago ? something the sell down just over shoot ?. | ||||
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Stocky901
Supreme |
12-May-2022 11:52
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What happened? Below 2.0 ..😪 😪 | ||||
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mav1ryan
Veteran |
11-May-2022 11:06
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Does this means that the future payout for this REIT will be diluted ? | ||||
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Joelton
Supreme |
11-May-2022 09:24
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Keppel DC Reit prices 75m euro 2.61% notes due 2028
A WHOLLY-OWNED subsidiary of Keppel DC Reit trustee Perpetual (Asia), Keppel DC Reit MTN, has priced 75 million euros of fixed rate notes due 2028 at 2.61 per cent per annum.
In a bourse filing on Tuesday (May 10), Keppel DC Reit&rsquo s manager said the Series 003 Notes will be issued under the S$2 billion multicurrency debt issuance programme established by Keppel DC Reit MTN.
The notes will be unconditionally and irrevocably guaranteed by Perpetual (Asia). They are expected to be issued on May 17, 2022 and mature on the same date in 2028.
Interest on the notes will be payable semi-annually.
They will be issued at 100 per cent their principal amount, in denominations of 100,000 euros or higher denominations of 1,000 euros.
Net proceeds from the issue will be used for general corporate purposes including refinancing the real estate investment trust (Reit) and subsidiaries&rsquo existing debt, said Keppel DC Reit&rsquo s manager.
DBS has been appointed as the sole dealer and bookrunner for the issue of the notes.
In the event of default where Keppel DC Reit&rsquo s manager is removed and the replacement or substitute manager is not appointed according to the terms of the Reit&rsquo s trust deed, this may trigger cross defaults in other facilities and debt issues of the Reit and its subsidiaries.
The manager estimates that the aggregate level of facilities and debt issues that may be affected is about S$2.04 billion in such an event.
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FaceTheFact
Member |
24-Apr-2022 16:45
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From thesmartinvestor.com.sg... Portfolio occupancy remained high at 98.7% as of 31 March 2022 with a weight average lease expiry of 7.7 years. For the quarter, gross revenue dipped slightly by 0.9% year on year to S$66.1 million. Net property income slid by 1.4% year on year to S$60.1 million, mainly due to provisions made for a client payment under dispute at a Singapore data centre as well as higher electricity costs. The REIT has disclosed that based on current contracts, a further 10% increase in electricity tariffs would impact DPU by around S$0.00009 per unit. As a reference, DPU for 1Q2022 came up to S$0.02466, up 0.2% year on year. Hence, higher tariffs will impact DPU by just 0.4%, an immaterial amount. Keppel DC REIT continues to sport moderate leverage at 36.1% with a low average cost of debt at 1.8%. Through proactive leasing efforts, the REIT has secured new, renewal and expansion leases in Dublin, Malaysia and the Netherlands. Demand for data centres is expected to remain robust, driven by an increase in cloud computing, accelerated cloud migration, and increased digitalisation. |
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HVRRVH
Elite |
22-Apr-2022 18:09
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On the other hand, Digicore has clearly spelt out that they are able to 100% pass through whatever the increase in the energy cost to the clients. The issue with them is now they have a client facing bankruptcy. I may buy in to Digicore if I am convince that they can backfill the bankruptcy client' s space easily and that client do not default prior to complete the existing lease. I like data centre assets and I may also look at MIT and Areit. | ||||
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HVRRVH
Elite |
22-Apr-2022 18:05
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In its business update for 1Q22, it said if the electricty cost increase by 10%, the impact on FY21' s DPU will be 3%. Then it corrected this morning that in fact, the impact will be 0.009 cent to each unit. In plain English, FY21' s DPU [9.85 cents] would be 9.841 cents based on the clarification this morning and it would be 9.5545 cents if the impact is 3%. A different of 0.2865 cents between 3% and 0.009 cent. If I hold 10,000 unit, the different will be 90 cents and $29.55 based on 0.009 cents and 3% respectively! It' s big different to institutional investors! KDC has fallen short of managing investors' expectation in this regard. In its clarification, it also stated that its shell and core as well as fully fitted clients buy their own electricty and for colocation clients, KDC is able to pass through at least 90% of the increase to the clients.Why is this not forthcoming in the first place? It may be still early but I think the clarifications did not change investors' appetite based on today' s price action. It is very disappointing on the part of KDC' s management to manage investors' expectation on the electircity cost since it has big impact on profit margin of the reit. | ||||
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