Keppel DC REIT - UOB Kay Hian 2024-01-12: Latent Potential Unleashed As AI Gradually Permeates Our Daily Lives

• Keppel DC REIT (SGX:AJBU) is a pure play on data centres in Asia Pacific and Europe. It is differentiated by its focus on colocation data centres, which account for about 65% of rental income. Initiate coverage on Keppel DC REIT with BUY and target price of S$2.10.
• - Read this at SGinvestors.io -

Investment Highlights

Colocation data centres provide stronger positive rental reversion.

• - Read this at SGinvestors.io -
• Master leases for its fully fitted and shell & core data centres have built in rental escalations at 2-4% per year.

AI has latent potential to boost demand in the medium term.

• Read more at SGinvestors.io.

Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.

Read also UOB's most recent report:
2025-04-21 Keppel DC REIT 1Q25 - Contributions From SGP7 & SGP8 Kick In.

Previous report by UOB:
2025-03-20 Keppel DC REIT - Sustainable Growth In Singapore; Green Shoots In China..

Price targets by 2 other brokers at Keppel DC REIT Target Prices.

Listing of research reports at Keppel DC REIT Analyst Reports.

Relevant links:
Keppel DC REIT Share Price History,
Keppel DC REIT Announcements,
Keppel DC REIT Dividend Payout Dates & Corporate Actions,
Keppel DC REIT News