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Thanks for well documented article that aptly summarises the current market sentiments. @Captain Leo
Welcome back! Results kept coming in fine this week, and share prices kept not caring. Members spent it working out which of the two to believe. 📊🇸🇬 S-REITs — Record Results, Falling Prices@LazyCat · ...
Great chance to buy up some REITs with great fundamentals and yields at a discount.
Welcome back! Results kept coming in fine this week, and share prices kept not caring. Members spent it working out which of the two to believe. 📊🇸🇬 S-REITs — Record Results, Falling Prices@LazyCat · ...
S REITs is good at this moment. P/B is low and price is attractive dividend also good 😊
Welcome back! Results kept coming in fine this week, and share prices kept not caring. Members spent it working out which of the two to believe. 📊🇸🇬 S-REITs — Record Results, Falling Prices@LazyCat · ...
$Keppel DC Reit(AJBU.SG)
Context: Keppel DC REIT is still riding on the data centre growth story, but with interest rates, borrowing costs and valuation to consider, I don’t think can just buy and hold without looking at the price.
My trade: I decided to sell my position first and free up some cash. Nothing wrong with the company, just feel that taking profit now makes sense for my portfolio. If there’s a better entry later, then I’ll consider again.
Takeaway: Sometimes don’t need to squeeze every last cent out of a stock lah. 😂 Profit is profit, no need to be greedy. I rather secure my gains first and wait for the next opportunity than get too attached to one counter.
Welcome back! Results kept coming in fine this week, and share prices kept not caring. Members spent it working out which of the two to believe. 📊🇸🇬 S-REITs — Record Results, Falling Prices@LazyCat · ...
S-REITs are holding up well ahead of the Fed meeting. I feel the recent pullback was overdone.
Current valuation for blue chip REITs look too attractive now, especially names like CapitaLand Ascendas, CICT, Keppel DC REIT and Mapletree Logistics.
Meanwhile gold and Bitcoin are seeing a mild dip. I hope things stabilise from here and we see no more selling pressure. Today is Friday. Trade safely. Don’t “Cheong” . Next week is Fed meeting. Market respect Fed before further move.
Happy weekend to everyone.
Western Digital grew revenue 55% and raised its dividend, then fell 6%. Lam Research beat and fell twice as hard. At home, banks slip while REITs bounce. Let's dig in 👇💬 Chip stocks are selling off on...
$Keppel DC Reit(AJBU.SG)
Context: Keppel DC REIT has benefited from the strong data centre theme, but even a good sector doesn’t mean the share price will keep going up. At some point, need to look at whether the valuation still makes sense.
My trade: I decided to sell and take profit first. Rather lock in what I’ve earned than get too greedy and end up giving back my gains. Can always look for another entry if the price becomes attractive again.
Takeaway: I still believe data centres have long-term potential lah, just not every stock needs to be held forever. Sometimes taking profit and keeping cash ready is also a strategy. Money in the pocket first, opportunities can come again.
🚀 Why Data Centre S-REITs Are Under Pressure - Even With Booming AI Demand
Keppel DC REIT (AJBU) and NTT DC REIT USD (NTDU) are trading near 52-week lows despite strong structural demand.
Here is what is happening 👇
📉 Macro & Interest Rate Headwinds
• Yield competition: Higher US Treasury yields mean risk-free bonds look more attractive, pulling capital away from dividend stocks.
• Refinancing costs: Older, cheaper debt is maturing and being replaced at today’s higher rates. This directly reduces distributable income.
🏢 What Affects Each One
• NTT DC REIT (NTDU): Still finding its footing post-IPO, plus US dollar currency swings on SGX.
• Keppel DC REIT (AJBU): Higher overall borrowing costs and market caution around specific asset allowances in Guangdong.
💡 The Key Insight
• Business remains strong: Occupancy stays above 98%, and AI plus cloud growth keeps pushing rental income higher.
• It’s pricing, not performance: The drop reflects higher capital costs across the sector, not weakening demand from tenants.
🤔 With prices at these levels, are you adding to your positions or waiting for more clarity?
Not financial and investment advice. Do your own due diligence ☺️.
$NTT DC REIT USD(NTDU.SG)$Keppel DC Reit(AJBU.SG)
$Keppel DC Reit(AJBU.SG)
Context:
Keppel DC REIT was an interesting one for me because of the data centre growth story. With AI and cloud computing getting more attention, the sector still has potential, but the share price also matters lah.
My trade:
I decided to sell my Keppel DC REIT shares and take profit. Nothing wrong with the data centre theme, just feel that it’s a good time to lock in my gains and keep some cash ready for other opportunities.
Takeaway:
Sometimes got profit, just take first 😂. Doesn’t mean the company is no good, but I rather wait for a better entry than chase the price. If it comes back to a level I’m comfortable with, can always consider buying again. 📈
NFP showed weaker job numbers than anticipated, which reversed expectations of near term Fed rate hikes. Markets are no longer pricing in one more rate hike by end of year. This should give some relief at the short end of the curve and has led to a broad rally since the data was released
Micron says more than 75% of its 2027 output is already committed, and memory names followed through overnight. The 10-year touched its highest since 2002 before pulling back. At home, SGX is down abo...
