This article argues that Segro Plc (SEGXF) is a more attractive investment than Prologis, Inc. (PLD) for participating in the AI boom, despite both being strong industrial REITs with data center growth opportunities. Segro is highlighted for its stronger EPS CAGR, net rental income growth, and a significantly larger data center pipeline proportional to its size. Furthermore, Segro is presented as a relative bargain with a lower valuation multiple and being discounted to book value compared to Prologis.

安博

<p>本文認為，儘管 Segro Plc（SEGXF）和 Prologis, Inc.（PLD）都是強大的工業房地產投資信託（REIT），並且在數據中心增長方面都有機會，但 Segro 在參與人工智能熱潮方面是一個更具吸引力的投資選擇。Segro 因其更強的每股收益複合年增長率、淨租金收入增長以及相對於其規模而言顯著更大的數據中心項目管道而受到關注。此外，Segro 被視為相對便宜，估值倍數較低，並且與 Prologis 相比，其賬面價值折扣更大</p>

為什麼我在 AI 熱潮中選擇 Segro 而不是安博（NYSE:PLD）