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Delvyss     21-Jan-2025 13:18  
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" This increases the Reit&rsquo s data centre investments in Britain by 54 per cent to $569.8 million"

https://www.straitstimes.com/business/capitaland-ascendas-reit-buys-fifth-uk-data-centre-for-209-million
 
 
Delvyss     21-Jan-2025 13:15  
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" Post-acquisition, MIT&rsquo s portfolio will grow from S$8.8 billion to S$9.3 billion as data centres increase from 53.7 percent of AUM to 56.3 percent."


https://www.mingtiandi.com/real-estate/mapletree-industrial-trust-buying-osaka-data-centre/#:~:text=Post%2Dacquisition%2C%20MIT' s%20portfolio%20will,of%20AUM%20to%2056.3%20percent.
 
 
Delvyss     21-Jan-2025 13:07  
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Keppel DC Reit performance ==> a direction for data center reits
 

 
Delvyss     21-Jan-2025 12:47  
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Thank you  smiley

aragosta      ( Date: 21-Jan-2025 12:43) Posted:

Can' t open...... Should be  yes
https://www.dexus.com/dexus-insights/trump-reiturns-how-the-new-president-will-impact-listed-us-property

OTHER VIEWS

4 Singapore REITs That Can Supply You with Dividends for Life
https://thesmartinvestor.com.sg/4-singapore-reits-that-can-supply-you-with-dividends-for-life/

​ Singapore REITs Monthly &ndash A better year ahead for S-REITs
https://www.stocksbnb.com/reports/singapore-reits-monthly-a-better-year-ahead-for-s-reits/

24 S-Reits confirm schedule for upcoming earnings season
https://www.businesstimes.com.sg/companies-markets/24-s-reits-confirm-schedule-upcoming-earnings-season

​ Larger S-Reits rank among those with highest net retail inflows in 2024
https://www.businesstimes.com.sg/companies-markets/larger-s-reits-rank-among-those-highest-net-retail-inflows-2024
 


Delvyss      ( Date: 21-Jan-2025 10:21) Posted:

Trump REITurns: How the new president will impact listed U.S. property


http://Trump REITurns: How the new president will impact listed U.S. property


 
 
aragosta     21-Jan-2025 12:43  
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Can' t open...... Should be  yes
https://www.dexus.com/dexus-insights/trump-reiturns-how-the-new-president-will-impact-listed-us-property

OTHER VIEWS

4 Singapore REITs That Can Supply You with Dividends for Life
https://thesmartinvestor.com.sg/4-singapore-reits-that-can-supply-you-with-dividends-for-life/

​ Singapore REITs Monthly &ndash A better year ahead for S-REITs
https://www.stocksbnb.com/reports/singapore-reits-monthly-a-better-year-ahead-for-s-reits/

24 S-Reits confirm schedule for upcoming earnings season
https://www.businesstimes.com.sg/companies-markets/24-s-reits-confirm-schedule-upcoming-earnings-season

​ Larger S-Reits rank among those with highest net retail inflows in 2024
https://www.businesstimes.com.sg/companies-markets/larger-s-reits-rank-among-those-highest-net-retail-inflows-2024
 


Delvyss      ( Date: 21-Jan-2025 10:21) Posted:

Trump REITurns: How the new president will impact listed U.S. property


http://Trump REITurns: How the new president will impact listed U.S. property

 
 
Delvyss     21-Jan-2025 10:21  
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Trump REITurns: How the new president will impact listed U.S. property


http://Trump REITurns: How the new president will impact listed U.S. property
 

 
seanpent     21-Jan-2025 10:08  
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Guess some still attempting to range trade, not realising a gradual higher highs pattern forming
 
 
aragosta     20-Jan-2025 16:48  
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REITS/TRUSTS WITH DATA CENTRES PLAY

CLINT signs deal with ' global hyperscaler' for data centre under development
​ https://www.theedgesingapore.com/news/reits/clint-signs-deal-global-hyperscaler-data-centre-under-development

India' s data centre industry set for massive growth with AI, 5G, and cloud adoption
https://economictimes.indiatimes.com/news/india/indias-data-centre-industry-set-for-massive-growth-with-ai-5g-and-cloud-adoption/articleshow/115539885.cms

AIMS APAC REIT: Riding high on strategic growth and prudent capital management.
https://www.theedgesingapore.com/bdc-featured-winners/billion-dollar-club-2024/aims-apac-reit-riding-high-strategic-growth-and

Digital Core REIT - Pure-Play Data Centre S-REIT
https://digitalcorereit.com/overview/default.aspx
UOB Kay Hian ups Digital Core REIT&rsquo s TP to 99 US cents, says positive developments were ' overlooked'
https://markets.businessinsider.com/news/stocks/strong-buy-recommendation-for-digital-core-reit-driven-by-strategic-acquisitions-and-increased-revenue-potential-1034209383 

CapitaLand Ascendas REIT: Rate Cuts And Data Center Growth Are Positives
https://seekingalpha.com/article/4725041-capitaland-ascendas-reit-rate-cuts-and-data-center-growth-are-positives

ESR-REIT divests Tuas industrial property at 1.5% premium to valuation
https://www.reitsweek.com/2025/01/esr-reit-divests-tuas-industrial-property-at-1-5-premium-to-valuation.html
ESR REIT Estimated To Be Trading 31% Below Intrinsic Value
https://sg.finance.yahoo.com/news/3-stocks-estimated-trading-46-070214045.html 

Frasers Logistics & Commercial Trust: Buy Rating Affirmed Amidst Strong Growth Potential and Financial Resilience
https://markets.businessinsider.com/news/stocks/frasers-logistics-commercial-trust-buy-rating-affirmed-amidst-strong-growth-potential-and-financial-resilience-1034188742

Keppel DC REIT divests Basis Bay Data Centre in Cyberjaya at 2.6% above valuation
https://theedgemalaysia.com/node/739797
Keppel DC REIT: Equity fund raising will improve proforma aggregate leverage to 33.3%. Upgrade from Hold to Add with a higher DDM-based TP of S$2.48.
https://rfs.cgsi.com/api/download?file=092a3c61-44b3-4534-924d-d1c85575143d

CICT and Mapletree Industrial Trust in focus: Weekly Review with SIAS
https://growbeansprout.com/weekly-market-review-6-jan-2025
Mapletree Industrial Trust: Performance boosted mainly by Osaka DC. Reiterate Add with an unchanged DDM-based TP of S$2.82
https://rfs.cgsi.com/api/download?file=7db746ad-5c13-48bd-babd-7237eca3570f

Data Centres: Malaysia' s Next Frontier
https://theedgemalaysia.com/node/739431

aragosta      ( Date: 16-Jan-2025 09:44) Posted:

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Delvyss     20-Jan-2025 11:05  
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Positive and energizing event 

aragosta      ( Date: 16-Jan-2025 15:31) Posted:

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Delvyss     20-Jan-2025 10:57  
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Mapletree Pan Asia Commercial Trust (SGX:N2IU) Intrinsic Value: Projected FCF  : S$2.13 (As of Jan. 19, 2025)

https://www.gurufocus.com/term/intrinsic-value-projected-fcf/SGX:N2IU
 

 
Delvyss     20-Jan-2025 10:55  
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OUE Real Estate Investment Trust (SGX:TS0U) Intrinsic Value: Projected FCF  : S$0.73 (As of Jan. 19, 2025)

https://www.gurufocus.com/term/intrinsic-value-projected-fcf/SGX:TS0U
 
 
Delvyss     20-Jan-2025 10:53  
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MAPGF (Mapletree Logistics Trust) Intrinsic Value: Projected FCF  : $1.61 (As of Jan. 19, 2025)

https://www.gurufocus.com/term/intrinsic-value-projected-fcf/MAPGF
 
 
Delvyss     20-Jan-2025 10:50  
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CapitaLand Ascendas REIT (SGX:A17U) Intrinsic Value: Projected FCF  : S$3.50 (As of Jan. 19, 2025)

https://www.gurufocus.com/term/intrinsic-value-projected-fcf/SGX:A17U
 
 
Delvyss     17-Jan-2025 12:41  
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MIT also in the data centre league:

" Mapletree Industrial Trust buys Osaka data centre for $503.8m, to raise $200m via new units"


https://www.straitstimes.com/business/mapletree-industrial-trust-buys-osaka-data-centre-for-5079m-to-raise-200m-via-new-units
 
 
 
seanpent     17-Jan-2025 12:37  
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Agree.  yes

MrBear12      ( Date: 17-Jan-2025 11:48) Posted:

Looks increasingly so. Maybe a first stop at an orbiting station first before interest rates come down significantly for net profits to increase.
As for data centre Reits, they may fetch a high price once IPO. But once the hype is over, we may catch lower prices. Watch and see... ...

seanpent      ( Date: 17-Jan-2025 09:15) Posted:

S Reits to the moon ?


 

 
MrBear12     17-Jan-2025 11:48  
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Looks increasingly so. Maybe a first stop at an orbiting station first before interest rates come down significantly for net profits to increase.
As for data centre Reits, they may fetch a high price once IPO. But once the hype is over, we may catch lower prices. Watch and see... ...

seanpent      ( Date: 17-Jan-2025 09:15) Posted:

S Reits to the moon ?

 
 
Delvyss     17-Jan-2025 09:26  
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Unleashing the Power of Data Centres

https://www.capitaland.com/en/lease/data-centres.html
 
 
seanpent     17-Jan-2025 09:15  
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S Reits to the moon ?
 
 
aragosta     17-Jan-2025 09:01  
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Can Singapore REITs Thrive in a High Interest Rate Environment
https://thesmartinvestor.com.sg/can-singapore-reits-thrive-in-a-high-interest-rate-environment/

4 Singapore REITs with Strong Sponsors That Could Up Their Distributions
https://thesmartinvestor.com.sg/4-singapore-reits-with-strong-sponsors-that-could-up-their-distributions/

5 Reliable Singapore REITs with Dividend Yields of 5.6% and Higher
https://thesmartinvestor.com.sg/5-reliable-singapore-reits-with-dividend-yields-of-5-6-and-higher/

Searching for Suitable Singapore REITs? 1 Must-Have Quality That You Should Look for
https://thesmartinvestor.com.sg/searching-for-suitable-singapore-reits-1-must-have-quality-that-you-should-look-for/
 
 
Delvyss     16-Jan-2025 11:18  
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Good to see that majority of S Reits are moving in tandem.

Positive sentiment.
 
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