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Showing posts with the label Singapore REITs market

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Market Daily Report: Bursa Malaysia Ends Nearly Flat As Construction Stocks Attract Buying

 KUALA LUMPUR, Sept 8 (Bernama) -- Bursa Malaysia closed almost flat on Tuesday as buying interest rotated away from index heavyweights towards smaller-cap construction stocks, with sentiment affected by geopolitical uncertainty, said an analyst. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) eased 0.39 of a point to 1,714.40 from Monday’s close of 1,714.79. The benchmark index opened 1.65 points lower at 1,713.14 and moved between 1,710.44 and 1,714.50 throughout the trading session. The broader market was almost evenly balanced, with decliners leading gainers 548 to 546, while 598 counters were unchanged, 1,107 were untraded and 25 were suspended. Turnover expanded to 4.13 billion units valued at RM3.14 billion from 3.60 billion units valued at RM2.45 billion on Monday.

Keppel DC Reit Secures Full Ownership of Two Data Centres for S$8.4M

Key Takeaway Keppel DC Reit will acquire Keppel’s remaining stake in two hyperscale data centres in Singapore for  S$8.4M , strengthening its portfolio amid surging AI-driven demand for computing infrastructure. Deal Details Acquirer : Keppel DC Reit (AJBU.SG) Seller : Keppel (BN4.SG) Asset : Remaining stake in  Memphis 1  entity (manages two AI-ready hyperscale data centres) Deal Value : Up to  S$8.4M Impact : Grants Keppel DC Reit full ownership of the facilities Industry Context AI Boom : Hyperscale and gigawatt-scale facilities increasingly needed to handle AI workloads. AI queries consume ~10x more power than a standard Google search. Singapore Advantage : Strategic hub with 26 subsea cables and 3 landing stations. Positioned for low-latency, mission-critical applications (finance, AI inference). Over  S$10B  expected investment into subsea cable infrastructure in next decade. Market Snapshot (Sept 4, 09:03) STI : 4,298.42 (+0.21%) Advancers/Decliners ...

Singapore’s Resilient REITs: 3 High-Quality Picks Navigating the Rate Storm

Despite persistent headwinds from elevated interest rates and inflationary pressure, a few Singapore-listed REITs have continued to demonstrate resilience—preserving capital, sustaining distributions, and repositioning for long-term growth. Investors eyeing stability with upside potential may want to take a closer look at these three outperformers in the S-REIT landscape. 1. Mapletree Industrial Trust (SGX: ME8U) AUM:  S$9.1 billion |  Portfolio:  141 properties across Singapore, the US, and Japan Mapletree Industrial Trust (MIT) continues to prove its mettle, supported by sponsor Mapletree Investments (S$80.3B AUM). For FY2025, MIT posted a 2.1% revenue increase to S$711.8M, with NPI at S$531.5M (+2%) and a slight DPU rise to 13.57 cents (+1%). Despite North American data centre vacancies, the REIT is managing re-letting and asset repositioning effectively. The May 2025 divestment of three Singapore assets for S$535.3M helped lower leverage from 40.1% to 37%, while impro...