Is Keppel DC REIT a Bargain Right Now?

I am not inclined to buy Keppel because it has significant exposure to China. The Chinese government is despotic and totalitarian, its support for North Korea and several other issues make it a rogue nation. I will not invest in a country where the rule of law is subject to the regime's wishes. I note the Keppell has a non - payment of rent situation in China.

Actually all the big techs build their own DC. So actually when companies are moving from on-prem to cloud, DCs will lose tenant

can buy or not ?

FIfth Person didnt attend today REITs at Suntec city ?

Poor management just a beta play and yet screw up on tenant risk management.

Very good analysis and very insightful video. What is your take on the rise of AI and demand of Keppel Data Center? What is the barrier of entry for more data center coming online?

Can u do a video on AEM?

Very good vídeo fellas. Props to rusmin

Ty, u guys should be the best proxies for AGM. Lets hope this goes down to 1.60 again soon 🙂

What is Kep DC fair value price assuming zero value for Guangdong assets (total write-off)

Master tenant is BlueSea but BlueSea is an indirect wholly owned subsidiary of Neo Telemedia - so go figure...

how data center handle customers that do not host their infra but move to the clouds providers(Microsoft, google, aws..etc)?
in this case, all these cloud providers are competitors of data center, because these providers run their own data center.
unless the data center is housing the cloud providers...

Excellent. Very useful. Not sure how I missed you at the AGM Rusmin.

Thanks for the video. Very informative 😊

Video mentioned there's over supply of DC in Malaysia. News yesterday said JB building more DC for a US giant. If there's over supply, why do they need to build?

Great work

Thanks for sharing this. Looking forward to more agm sharing and ur thoughts since I have no time to attend 😅

As always, very useful analysis. Thanks so much!

Does it makes sense to divest the Guangdong and Malaysia data centres?

Thank you for this video. Found out the possible reason for ex-CEO to leave Keppel DC. Maybe you could do a deep dive into FLCT now 😅

A lot of ifs. No thanks. Better options without the ifs out there.

what about foreign currency drag?