Keppel DC REIT (KDC REIT)

Analysts lower TPs on Keppel DC REIT; CGS-CIMB downgrades to ‘hold’ - THE EDGE SINGAPORE

Broker's Calls

Analysts lower TPs on Keppel DC REIT; CGS-CIMB downgrades to ‘hold’

The analysts' target prices now range from $1.81 to $2.20.

Results

Keppel DC REIT reports FY2023 DPU of 9.383 cents, 8.1% lower y-o-y

The lower DPU was due to higher finance costs and loss allowances for the uncollected rental from the Guangdong data centres.

Broker's Calls

Brokers' digest: Jumbo Group, China Aviation Oil, Keppel DC REIT

See what the analysts have to say this week.
UOB Kay Hian initiates ‘buy’ on Keppel DC REIT with TP of $2.10 - THE EDGE SINGAPORE

Broker's Calls

UOB Kay Hian initiates ‘buy’ on Keppel DC REIT with TP of $2.10

The analysts see more potential from the REIT as AI becomes more deeply integrated into our daily lives.

Broker's Calls

Citi lowers Keppel DC REIT’s TP to $2.18 after the REIT’s LOD to Guangdong DCs

Citi's Lee has also cut his DPU estimates for FY2023, FY2024 and FY2025 by 1.6%, 8.3% and 8.3% .

Right Timing

Technicals versus fundamentals highlight poor sentiment surrounding acquisitions

Price action suggests investors don't like acquisitions or hints of acquisitions in this part of rate cycle

Results

Keppel DC REIT reports lower 3QFY2023 DPU of 2.492 cents

Higher finance cost and less favorable forex hedges has weighed on the REIT’s DPU and distributable income for this quarter.
Accretive acquisitions the next catalyst for Keppel DC REIT, say analysts - THE EDGE SINGAPORE

Broker's Calls

Accretive acquisitions the next catalyst for Keppel DC REIT, say analysts

DBS Group Research has raised its TP to $2.45 while Citi Research has kept its TP at $2.16.

Results

Keppel DC REIT reports stable 1HFY2023 DPU of 5.051 cents

Unitholders will receive their distributions on Sept 14.

Broker's Calls

Analysts mixed on Keppel DC REIT’s acquisition prospects in FY2023

CGS-CIMB and DBS have maintained 'add' and 'buy' calls while Citi and OCBC have kept to 'neutral' and 'hold'.
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